Civic Intelligence

Walnut-Pixley Inc.

990 • Fiscal year 2019 • EIN 33-0503605

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization ProfileN/A
414 E Chapman AvenueOrange, CA 92866-1510

(714) 771-1439

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

2.4%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.2%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,364,006

Up $31,355 (+2.4%) from 2018

Net Assets

Up

$1,364,006

Up $31,355 (+2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin98th percentile

Revenue

Up

$35,289

Up $763 (+2.2%) from 2018

Expenses

Down

$3,934

Down $16 (-0.4%) from 2018

Net Income

Up

$31,355

Up $779 (+2.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,417,813Liabilities 2013: $0Net Assets 2013: $1,417,8132013Assets 2014: $1,454,000Liabilities 2014: $0Net Assets 2014: $1,454,0002014Assets 2015: $1,240,897Liabilities 2015: $0Net Assets 2015: $1,240,8972015Assets 2016: $1,271,487Liabilities 2016: $0Net Assets 2016: $1,271,4872016Assets 2017: $1,302,075Liabilities 2017: $0Net Assets 2017: $1,302,0752017Assets 2018: $1,332,651Liabilities 2018: $0Net Assets 2018: $1,332,6512018Assets 2019: $1,364,006Liabilities 2019: $0Net Assets 2019: $1,364,0062019Assets 2020: $1,395,420Liabilities 2020: $0Net Assets 2020: $1,395,4202020Assets 2021: $1,425,683Liabilities 2021: $0Net Assets 2021: $1,425,6832021Assets 2022: $1,455,309Liabilities 2022: $0Net Assets 2022: $1,455,3092022Assets 2023: $1,484,383Liabilities 2023: $0Net Assets 2023: $1,484,3832023Assets 2024: $1,521,253Liabilities 2024: $0Net Assets 2024: $1,521,2532024Assets 2025: $1,553,619Liabilities 2025: $0Net Assets 2025: $1,553,6192025

Highlighted filing

2019

Assets$1,364,006
Liabilities$0
Net Assets$1,364,006
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0Expenses 2013: $3,1462013Revenue 2014: $39,771Expenses 2014: $3,584Net Income 2014: $36,1872014Revenue 2015: $37,247Expenses 2015: $3,646Net Income 2015: $33,6012015Revenue 2016: $34,354Expenses 2016: $3,764Net Income 2016: $30,5902016Revenue 2017: $34,404Expenses 2017: $3,816Net Income 2017: $30,5882017Revenue 2018: $34,526Expenses 2018: $3,950Net Income 2018: $30,5762018Revenue 2019: $35,289Expenses 2019: $3,934Net Income 2019: $31,3552019Revenue 2020: $35,378Expenses 2020: $3,964Net Income 2020: $31,4142020Revenue 2021: $34,232Expenses 2021: $3,969Net Income 2021: $30,2632021Revenue 2022: $33,655Expenses 2022: $4,029Net Income 2022: $29,6262022Revenue 2023: $33,097Expenses 2023: $4,023Net Income 2023: $29,0742023Revenue 2024: $40,932Expenses 2024: $4,062Net Income 2024: $36,8702024Revenue 2025: $36,507Expenses 2025: $4,141Net Income 2025: $32,3662025

Highlighted filing

2019

Revenue$35,289
Expenses$3,934
Net Income$31,355
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$35,289
Mission and Program Overview

Mission

Walnut-pixley inc was established to expand housing opportunities for low-income households.

Acquisition, development, and operation of low-income housing, including participation in real estate partnerships as the nonprofit general partner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$782,742$816,819▲ $34,077
Cash and Non-Interest-Bearing Accounts$549,909$547,187▼ $2,722
Total Assets$1,332,651$1,364,006▲ $31,355
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,332,651$1,364,006▲ $31,355
Total Net Assets Fund Balance$1,332,651$1,364,006▲ $31,355
Total Liabilities and Net Assets / Fund Balance$1,332,651$1,364,006▲ $31,355

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$2,534--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Toni CarltonChairperson
Barry CottleDirector
Dave ValentineDirector
Jan Mickelson-weilmuensterDirector
Eunice BobertExecutive Director
Barbara MoraSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,212
Other Revenue
$34,077
Change in Net Assets
$31,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,649--$2,649
Fees for Services Accounting$1,260--$1,260
Office Expenses$25--$25
Total Functional Expenses$3,934$0$0$3,934
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Page 6 we send electronic copies of the form 990 and associated schedules to each board member as an attachment to an electronic mail. Each member is requested to reveiew the documents.”

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

“Page 6 at the initial meeting each year, the policy is read and each member is requested to sign the conflict of interest policy. The terms of the policy require them to disclose any conflicts.”

Form 990, Part VI, Section C, Line 19

“Page 6 documents are available to the public at the corporate office. The documents are in our physical files.”

Filing and Contact Details

Filer

Filer Name
Walnut-pixley Inc
EIN
33-0503605
Phone
7147711439
Address
414 E CHAPMAN AVENUE, ORANGE, CA 92866-1510

Signing Officer

Name
Eunice Bobert
Title
Executive Director
Phone
7147711439
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eunice Bobert
Formed
1992
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Raguse Accountancy
Address
150 EL CAMINO REAL 200, TUSTIN, CA 92780
Preparer
Michael R Raguse
Phone
7145444829
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 13 - Note Receivable

“The organization has a promissory note from walnut-pixley lp as a result of a land sale. Section 42 regulates the use of the project as to occupant eligibility and unit gross rent, among other requirements. In addition, the partnership has executed a declaration of land use restriction agreement, which requires the utilization of the project as low-income for a minimum of 55 years. Balance at year-end: $681,540”

Form 990, Part X, Line 13 - Accrued Interest Receivable

“The sale of land enabled the organization to develop low-income housing, since the land was sold to an operating real estate partnership to utilize for low-income housing. In accordance with reg. 1.509(a)-3(m), the interest income from the installment note is treated as gross receipts from exempt function income and not investment income for determining the public support test. Balance at year-end: $132,745.”

Raw XML Appendix390 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAGE 6 WE SEND ELECTRONIC COPIES OF THE FORM 990 AND ASSOCIATED SCHEDULES TO EACH BOARD MEMBER AS AN ATTACHMENT TO AN ELECTRONIC MAIL. EACH MEMBER IS REQUESTED TO REVEIEW THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAGE 6 AT THE INITIAL MEETING EACH YEAR, THE POLICY IS READ AND EACH MEMBER IS REQUESTED TO SIGN THE CONFLICT OF INTEREST POLICY. THE TERMS OF THE POLICY REQUIRE THEM TO DISCLOSE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAGE 6 DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. THE DOCUMENTS ARE IN OUR PHYSICAL FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A PROMISSORY NOTE FROM WALNUT-PIXLEY LP AS A RESULT OF A LAND SALE. SECTION 42 REGULATES THE USE OF THE PROJECT AS TO OCCUPANT ELIGIBILITY AND UNIT GROSS RENT, AMONG OTHER REQUIREMENTS. IN ADDITION, THE PARTNERSHIP HAS EXECUTED A DECLARATION OF LAND USE RESTRICTION AGREEMENT, WHICH REQUIRES THE UTILIZATION OF THE PROJECT AS LOW-INCOME FOR A MINIMUM OF 55 YEARS. BALANCE AT YEAR-END: $681,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SALE OF LAND ENABLED THE ORGANIZATION TO DEVELOP LOW-INCOME HOUSING, SINCE THE LAND WAS SOLD TO AN OPERATING REAL ESTATE PARTNERSHIP TO UTILIZE FOR LOW-INCOME HOUSING. IN ACCORDANCE WITH REG. 1.509(A)-3(M), THE INTEREST INCOME FROM THE INSTALLMENT NOTE IS TREATED AS GROSS RECEIPTS FROM EXEMPT FUNCTION INCOME AND NOT INVESTMENT INCOME FOR DETERMINING THE PUBLIC SUPPORT TEST. BALANCE AT YEAR-END: $132,745.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART X, LINE 13 - NOTE RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART X, LINE 13 - ACCRUED INTEREST RECEIVABLE
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01332651
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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ReturnHeader/FilingSecurityInformation/IPTm015:02:41
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 EL CAMINO REAL 200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07145444829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R RAGUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-13T13:36:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,364,006
Liabilities
$0
Net assets
$1,364,006
Revenue
$35,289
Expenses
$3,934
Net income
$31,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.00$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.03$0.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.04$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03$0.00$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.04$0.00$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.00$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.00