Civic Intelligence

Housing Partners I Incorporated

990 • Fiscal year 2018 • EIN 33-0496692

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 07, 2019

Organization ProfileWWW.HPIINC.ORG
715 East Brier DriveSan Bernardino, CA 92408

(909) 890-0644

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.53x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

2.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

65th percentile

9.5%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$156,054

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-3.2%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$38,152,534

Down $4,054,111 (-9.6%) from 2016

Net Assets

Up

$17,899,086

Up $2,027,789 (+13%) from 2016

Liabilities

Down

$20,253,448

Down $6,081,900 (-23%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin65th percentile

Revenue

Down

$8,850,099

Down $131,958 (-1.5%) from 2016

Expenses

Down

$8,010,293

Down $342,920 (-4.1%) from 2016

Net Income

Up

$839,806

Up $210,962 (+34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $26,141,880Liabilities 2010: $15,013,841Net Assets 2010: $11,128,0392010Assets 2011: $25,378,727Liabilities 2011: $14,545,119Net Assets 2011: $10,833,6082011Assets 2012: $32,603,268Liabilities 2012: $19,565,385Net Assets 2012: $13,037,8832012Assets 2013: $33,698,932Liabilities 2013: $18,320,778Net Assets 2013: $15,378,1542013Assets 2014: $31,276,473Liabilities 2014: $19,161,847Net Assets 2014: $12,114,6262014Assets 2015: $38,308,461Liabilities 2015: $24,718,158Net Assets 2015: $13,590,3032015Assets 2016: $42,206,645Liabilities 2016: $26,335,348Net Assets 2016: $15,871,2972016Assets 2018: $38,152,534Liabilities 2018: $20,253,448Net Assets 2018: $17,899,0862018Assets 2019: $38,635,245Liabilities 2019: $19,937,692Net Assets 2019: $18,697,5532019Assets 2020: $28,355,411Liabilities 2020: $10,146,969Net Assets 2020: $18,208,4422020Assets 2021: $28,973,627Liabilities 2021: $10,665,908Net Assets 2021: $18,307,7192021Assets 2022: $31,179,598Liabilities 2022: $13,495,465Net Assets 2022: $17,684,1332022Assets 2024: $30,890,536Liabilities 2024: $11,455,591Net Assets 2024: $19,434,9452024

Highlighted filing

2018

Assets$38,152,534
Liabilities$20,253,448
Net Assets$17,899,086
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,966,9732010Expenses 2011: $6,148,0502011Expenses 2012: $5,479,7872012Revenue 2013: $7,343,450Expenses 2013: $5,003,179Net Income 2013: $2,340,2712013Revenue 2014: $7,867,289Expenses 2014: $7,301,924Net Income 2014: $565,3652014Revenue 2015: $8,646,031Expenses 2015: $8,977,656Net Income 2015: -$331,6252015Revenue 2016: $8,982,057Expenses 2016: $8,353,213Net Income 2016: $628,8442016Revenue 2018: $8,850,099Expenses 2018: $8,010,293Net Income 2018: $839,8062018Revenue 2019: $8,559,732Expenses 2019: $7,806,630Net Income 2019: $753,1022019Revenue 2020: $6,558,622Expenses 2020: $7,289,350Net Income 2020: -$730,7282020Revenue 2021: $6,133,625Expenses 2021: $6,034,348Net Income 2021: $99,2772021Revenue 2022: $6,559,558Expenses 2022: $7,183,144Net Income 2022: -$623,5862022Revenue 2024: $8,105,347Expenses 2024: $6,919,230Net Income 2024: $1,186,1172024

Highlighted filing

2018

Revenue$8,850,099
Expenses$8,010,293
Net Income$839,806
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$8,850,099
Mission and Program Overview

Mission

Acquiring, developing, rehabilitating, owning, and managing affordable housing for low-income persons in various developments within the county of san bernardino, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,955,128$19,408,035▼ $547,093
Other Notes and Loans Receivable, Net$9,682,056$11,940,752▲ $2,258,696
Cash and Non-Interest-Bearing Accounts$4,244,592$2,746,274▼ $1,498,318
Investments Program Related$1,202,116$1,191,641▼ $10,475
Prepaid Expenses and Deferred Charges$149,776$673,434▲ $523,658
Accounts Receivable$42,828$162,495▲ $119,667
Inventories for Sale or Use$86,291$109,186▲ $22,895
Total Assets$37,276,613$38,152,534▲ $875,921
Other Assets Total$1,913,826$1,920,717▲ $6,891
Liabilities
Mortgage Notes Payable Secured by Investment Property$17,166,210$16,967,275▼ $198,935
Accounts Payable and Accrued Expenses$2,788,025$2,672,402▼ $115,623
Deferred Revenue$15,721$310,365▲ $294,644
Other Liabilities$285,654$303,406▲ $17,752
Total Liabilities$20,255,610$20,253,448▼ $2,162
Net Assets / Fund Balance
Unrestricted Net Assets$17,021,003$17,899,086▲ $878,083
Total Net Assets Fund Balance$17,021,003$17,899,086▲ $878,083
Total Liabilities and Net Assets / Fund Balance$37,276,613$38,152,534▲ $875,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,506,220$5,188,997$18,695,217
Land$5,257,838-$5,257,838
Leasehold Improvements$629,299$389,797$1,019,096
Other Land Buildings$14,678-$14,678
Other Assets Org$1,824,941--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony PerezExecutive DirectorFT$137,010$19,044$156,054

Board Members and Trustees

NameTitle
Lee McdougalPresident
Fred ShorettVice President
Caleb BeaverDirector
Emil MarzulloDirector
Kathy MccoolDirector
Maria RazoSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Affordable Housing Risk PoolInsurance7111 NE 179TH STREET, Vancouver, WA 98686$174,169
Revenue and Support

Revenue Composition

Contributions and Grants
$500,000
Program Service Revenue
$8,090,877
Investment Income
$259,222
Other Revenue
$0
All Other Contributions
$500,000
Change in Net Assets
$839,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,888,376
Revenue Not Reported on Financial Statements
$-38,277
Revenue Not Reported on Form 990
$1,737,455
Other Revenue Adjustments
$-38,277
Total Revenue per Audited Statements
$10,625,831
Total Revenue per Form 990
$8,850,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,549,514
Salaries, Compensation, and Employee Benefits$1,460,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$888,970$98,774-$987,744
Interest$727,000$80,778-$807,778
Depreciation Depletion$613,487$68,165-$681,652
Office Expenses$392,782$43,643-$436,425
Fees for Services Management$388,226$43,136-$431,362
Insurance$338,109$37,568-$375,677
Other Employee Benefits$285,283$31,698-$316,981
Fees for Services Other$213,959$23,773-$237,732
Other Expenses$186,765$20,752-$207,517
Current Officers, Directors, Trustees, and Key Employees$140,449$15,605-$156,054
All Other Expenses$118,902$13,211-$132,113
Travel$79,163$8,796-$87,959
Fees for Services Accounting$20,700$2,300-$23,000
Fees for Services Legal$10,591$1,177-$11,768
Advertising$4,520$502-$5,022
Total Functional Expenses$7,209,264$801,029$0$8,010,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,023,272
Expenses per Audited Statements$8,010,293
Total Expenses per Form 990$8,010,293
Expenses Not Reported on Form 990$4,012,979
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$303,406
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form is reviewed by the executive director and the hacsb finance manager. It is compared to the audited report.”

Form 990, Part VI, Section B, Line 12C

“The board reviews and approves the policy on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Periodically an employment survey is performed using an outside service.”

Form 990, Part VI, Section C, Line 19

“These documents are made available through the organization's website (requests can be made there).”

Filing and Contact Details

Filer

Filer Name
Housing Partners I Inc
EIN
33-0496692
Phone
9098900644
Address
715 EAST BRIER DRIVE, SAN BERNARDINO, CA 92408

Signing Officer

Name
Anthony Perez
Title
Executive Director
Phone
9098900644
Signed
2019-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Mcdougal
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
6

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“K-1 activity: golden apartments 38,277.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by hpi&a in its federal and state income tax returns are more likely than not to be sustained upon examination. Accordingly, these financial statements do not reflect a provision for income taxes and hpi&a has no other tax positions which must be considered for disclosure. Income tax returns filed by hpi&a are subject to examination by the irs for a period of three years. While no income tax returns are currently being examined by the irs, tax years since 2015 remain open. Hpi&a's california income tax returns for the prior four periods remain subject to examination by the franchise tax board.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Activity of related entities in consolidated financial statements 2,169,642. Eliminations -432,187.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Partnership loss -38,277.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Activity of related entities in consolidated financial statements 4,529,418. Eliminations -516,439.”

Raw XML AppendixShowing 400 of 581 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02788025
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02672402
IRS990/AccountsReceivableGrp/BOYAmt042828
IRS990/AccountsReceivableGrp/EOYAmt0162495
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACQUIRING, DEVELOPING, REHABILITATING, OWNING, AND MANAGING AFFORDABLE HOUSING FOR LOW-INCOME PERSONS IN VARIOUS DEVELOPMENTS WITHIN THE COUNTY OF SAN BERNARDINO, CA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0502
IRS990/AdvertisingGrp/ProgramServicesAmt04520
IRS990/AdvertisingGrp/TotalAmt05022
IRS990/AllOtherContributionsAmt0500000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013211
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0118902
IRS990/AllOtherExpensesGrp/TotalAmt0132113
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOUSING AUTHORITY OF THE COUNTY OF SAN BERNARDINO
IRS990/BooksInCareOfDetail/PhoneNum09098900644
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 EAST BRIER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN BERNARDINO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092408
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04244592
IRS990/CashNonInterestBearingGrp/EOYAmt02746274
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt015605
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0140449
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0156054
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0174169
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07111 NE 179TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0VANCOUVER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098686
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AFFORDABLE HOUSING RISK POOL
IRS990/ContractorCompensationGrp/ServicesDesc0INSURANCE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0500000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0259222
IRS990/CYOtherExpensesAmt06549514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08090877
IRS990/CYRevenuesLessExpensesAmt0839806
IRS990/CYSalariesCompEmpBnftPaidAmt01460779
IRS990/CYTotalExpensesAmt08010293
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08850099
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt015721
IRS990/DeferredRevenueGrp/EOYAmt0310365
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt068165
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0613487
IRS990/DepreciationDepletionGrp/TotalAmt0681652
IRS990/Desc01) DEVELOPER OF 8 UNITS FOR TRANSITIONAL AGED YOUTH IN SAN BERNARDINO. ACQUIRED THE PROPERTY IN 2011.2) AWARDED $1,080,000 IN HOME FUNDS IN 2011 TO REHAB 72 SCATTERED SITE UNITS IN THE COUNTY.3) HPI ENTERED INTO A MASTER AGREEMENT ON JULY 1, 2011 WITH THE CITY OF SAN BERNARDINO'S AFFILIATE NONPROFIT, AFFORDABLE HOUSING SOLUTIONS OF SAN BERNARDINO, INC., TO PROVIDE $700,000 IN HOME FUNDING TO PURCHASE, REHABILITATE AND OCCUPY HOMES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07209264
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02300
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020700
IRS990/FeesForServicesAccountingGrp/TotalAmt023000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01177
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010591
IRS990/FeesForServicesLegalGrp/TotalAmt011768
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt043136
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0388226
IRS990/FeesForServicesManagementGrp/TotalAmt0431362
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023773
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0213959
IRS990/FeesForServicesOtherGrp/TotalAmt0237732
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CALEB BEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm1EMIL MARZULLO
IRS990/Form990PartVIISectionAGrp/PersonNm2FRED SHORETT
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY MCCOOL
IRS990/Form990PartVIISectionAGrp/PersonNm4LEE MCDOUGAL
IRS990/Form990PartVIISectionAGrp/PersonNm5MARIA RAZO
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY PEREZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6156054
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08850099
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt037568
IRS990/InsuranceGrp/ProgramServicesAmt0338109
IRS990/InsuranceGrp/TotalAmt0375677
IRS990/InterestGrp/ManagementAndGeneralAmt080778
IRS990/InterestGrp/ProgramServicesAmt0727000
IRS990/InterestGrp/TotalAmt0807778
IRS990/InventoriesForSaleOrUseGrp/BOYAmt086291
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0109186
IRS990/InvestmentIncomeGrp/ExclusionAmt0259222
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0259222
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01202116
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01191641
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05578794
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019955128
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019408035
IRS990/LandBldgEquipCostOrOtherBssAmt024986829
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ACQUIRING, DEVELOPING, REHABILITATING, OWNING, AND MANAGING AFFORDABLE HOUSING FOR LOW-INCOME PERSONS IN VARIOUS DEVELOPMENTS WITHIN THE COUNTY OF SAN BERNARDINO, CA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt017166210
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt016967275
IRS990/NetAssetsOrFundBalancesBOYAmt017021003
IRS990/NetAssetsOrFundBalancesEOYAmt017899086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043643
IRS990/OfficeExpensesGrp/ProgramServicesAmt0392782
IRS990/OfficeExpensesGrp/TotalAmt0436425
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01913826
IRS990/OtherAssetsTotalGrp/EOYAmt01920717
IRS990/OtherChangesInNetAssetsAmt038277
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031698
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0285283
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0316981
IRS990/OtherExpensesGrp/Desc0MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/Desc1PARTNER CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0126283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1104549
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt280319
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt320752
IRS990/OtherExpensesGrp/ProgramServicesAmt01136551
IRS990/OtherExpensesGrp/ProgramServicesAmt1940940
IRS990/OtherExpensesGrp/ProgramServicesAmt2722867
IRS990/OtherExpensesGrp/ProgramServicesAmt3186765
IRS990/OtherExpensesGrp/TotalAmt01262834
IRS990/OtherExpensesGrp/TotalAmt11045489
IRS990/OtherExpensesGrp/TotalAmt2803186
IRS990/OtherExpensesGrp/TotalAmt3207517
IRS990/OtherLiabilitiesGrp/BOYAmt0285654
IRS990/OtherLiabilitiesGrp/EOYAmt0303406
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098774
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0888970
IRS990/OtherSalariesAndWagesGrp/TotalAmt0987744
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt09682056
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011940752
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0149776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0673434
IRS990/PrincipalOfficerNm0LEE MCDOUGAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OTHER TENANT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3PARTNERSHIP LOSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07763675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1191987
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2173492
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-38277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07763675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1191987
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2173492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-38277
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0259081
IRS990/PYOtherExpensesAmt06841570
IRS990/PYOtherRevenueAmt0203910
IRS990/PYProgramServiceRevenueAmt08682716
IRS990/PYRevenuesLessExpensesAmt01118881
IRS990/PYSalariesCompEmpBnftPaidAmt01185256
IRS990/PYTotalExpensesAmt08026826
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09145707
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0839806
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08090877
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC INCOME - 2015 AMOUNT: $ 4,660.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0259222
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0259081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0258695
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0234057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0182127
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01193182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08129154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08886626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08723362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08407314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07685162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041831618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0259222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0259081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0258695
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0234057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0182127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01193182
IRS990ScheduleA/InvestmentIncomeCYPct00.02740
IRS990ScheduleA/InvestmentIncomePYPct00.02220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04660
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97250
IRS990ScheduleA/PublicSupportPY509Pct00.97420
IRS990ScheduleA/PublicSupportTotal509Amt042331618
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08629154
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08886626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08723362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08407314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07685162
IRS990ScheduleA/Total509Grp/TotalAmt042331618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08888376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09145707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08982057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08646031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07867289
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043529460
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt013506220
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05188997
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018695217
IRS990ScheduleD/ExpensesNotReportedAmt04012979
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08010293
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt05257838
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05257838
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0629299
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0389797
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01019096
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt095776
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11824941
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED CASH
IRS990ScheduleD/OtherExpensesIncludedAmt04012979
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014678
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0303406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt01737455
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-38277
IRS990ScheduleD/RevenueNotReportedAmt01737455
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-38277
IRS990ScheduleD/RevenueSubtotalAmt08888376
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ACCOUNTING STANDARDS, WHICH PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT UNCERTAIN TAX POSITIONS TAKEN BY AN ORGANIZATION, MANAGEMENT BELIEVES THAT ALL OF THE POSITIONS TAKEN BY HPI&A IN ITS FEDERAL AND STATE INCOME TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND HPI&A HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY HPI&A ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2015 REMAIN OPEN. HPI&A'S CALIFORNIA INCOME TAX RETURNS FOR THE PRIOR FOUR PERIODS REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACTIVITY OF RELATED ENTITIES IN CONSOLIDATED FINANCIAL STATEMENTS 2,169,642. ELIMINATIONS -432,187.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PARTNERSHIP LOSS -38,277.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3ACTIVITY OF RELATED ENTITIES IN CONSOLIDATED FINANCIAL STATEMENTS 4,529,418. ELIMINATIONS -516,439.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019408035
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01920717
IRS990ScheduleD/TotalExpensesPerForm990Amt08010293
IRS990ScheduleD/TotalLiabilityAmt0303406
IRS990ScheduleD/TotalRevenuePerForm990Amt08850099
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010625831
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012023272
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0137010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,152,534
Liabilities
$20,253,448
Net assets
$17,899,086
Revenue
$8,850,099
Expenses
$8,010,293
Net income
$839,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$11.5$19.4$8.11$6.92$1.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$13.5$17.7$6.56$7.18$0.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$10.7$18.3$6.13$6.03$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$10.1$18.2$6.56$7.29$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$19.9$18.7$8.56$7.81$0.75
2018Detailed filing. Detailed filing data is available for this year.$38.2$20.3$17.9$8.85$8.01$0.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$26.3$15.9$8.98$8.35$0.63
2015Detailed filing. Detailed filing data is available for this year.$38.3$24.7$13.6$8.65$8.98$0.33
2014Detailed filing. Detailed filing data is available for this year.$31.3$19.2$12.1$7.87$7.30$0.57
2013Detailed filing. Detailed filing data is available for this year.$33.7$18.3$15.4$7.34$5.00$2.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$19.6$13.0$5.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$14.5$10.8$6.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$15.0$11.1$1.97