Civic Intelligence

Esperanza Housing and Community Development Corporation

990 • Fiscal year 2016 • EIN 33-0515218

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 17, 2017

Organization ProfileWWW.CHWORKS.ORG
2815 Camino Del Rio SouthSan Diego, CA 92108

(619) 282-6647

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$265,870

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

$4,088,585

No earlier filing loaded for comparison.

Net Assets

$4,088,585

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin100th percentile

Revenue

$3,429,522

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$3,429,522

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2016: $4,088,585Liabilities 2016: $0Net Assets 2016: $4,088,5852016Assets 2017: $51,819,330Liabilities 2017: $40,281,637Net Assets 2017: $11,537,6932017Assets 2018: $51,948,382Liabilities 2018: $40,780,514Net Assets 2018: $11,167,8682018Assets 2019: $50,135,803Liabilities 2019: $5,735,570Net Assets 2019: $44,400,2332019Assets 2020: $51,920,065Liabilities 2020: $4,568,271Net Assets 2020: $47,351,7942020Assets 2021: $51,473,357Liabilities 2021: $6,356,205Net Assets 2021: $45,117,1522021Assets 2022: $55,504,610Liabilities 2022: $3,845,336Net Assets 2022: $51,659,2742022Assets 2023: $171,394,736Liabilities 2023: $81,812,188Net Assets 2023: $89,582,5482023Assets 2024: $141,529,328Liabilities 2024: $67,295,338Net Assets 2024: $74,233,9902024

Highlighted filing

2016

Assets$4,088,585
Liabilities$0
Net Assets$4,088,585
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MRevenue 2016: $3,429,522Expenses 2016: $0Net Income 2016: $3,429,5222016Revenue 2017: $2,555,985Expenses 2017: $3,380,750Net Income 2017: -$824,7652017Revenue 2018: $6,653,780Expenses 2018: $4,655,048Net Income 2018: $1,998,7322018Revenue 2019: $37,987,016Expenses 2019: $6,818,714Net Income 2019: $31,168,3022019Revenue 2020: $835,773Expenses 2020: $3,677,955Net Income 2020: -$2,842,1822020Revenue 2021: $882,602Expenses 2021: $1,634,465Net Income 2021: -$751,8632021Revenue 2022: $1,058,745Expenses 2022: $3,573,634Net Income 2022: -$2,514,8892022Revenue 2023: $4,697,340Expenses 2023: $4,708,562Net Income 2023: -$11,2222023Revenue 2024: $4,499,496Expenses 2024: $11,094,153Net Income 2024: -$6,594,6572024

Highlighted filing

2016

Revenue$3,429,522
Expenses$0
Net Income$3,429,522
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$3,429,522
Mission and Program Overview

Mission

To create affordable housing opportunities for low and moderate income persons, through development, ownership, acquisition, lending and investment and to promote community development to improve housing and economic conditions of the underprivileged.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$-1,234,747$4,088,585▲ $5,323,332
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$-1,234,747$4,088,585▲ $5,323,332
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$-1,234,747$4,088,585▲ $5,323,332
Total Net Assets Fund Balance$-1,234,747$4,088,585▲ $5,323,332
Total Liabilities and Net Assets / Fund Balance$-1,234,747$4,088,585▲ $5,323,332
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Michael Innis-ThompsonChair
Susan ReynoldsPresident / CEO
Brian KayCFO
Stephen BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,429,522
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,429,522
Expenses and Functional Allocation

Major Expense Lines

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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The organization has a contract with an unaffiliated property management company to manage the daily operations of all the apartment complexes.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed internally and then presented to the audit committee for review. All board members receive a copy of the 990 for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“In case of a conflict of interest issue, the board would review the situation. There have been no known conflicts of interest for the current tax year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will provide the governing documents, policies and financial statements to any person who requests this information in writing. This information can be obtained in the form of pdf documents.”

Filing and Contact Details

Filer

Filer Name
Esperanza Housing & Community
EIN
33-0515218
Phone
6192826647
Address
2815 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Brian Kay
Title
CFO
Signed
2017-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Reynolds
Formed
1991
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Julie a Firl
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Loss on investment in limited partnerships = -$1148301”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Transfer of limited partnership interest = $3042111”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Brian Kay
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Susan Reynolds
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President / CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A CONTRACT WITH AN UNAFFILIATED PROPERTY MANAGEMENT COMPANY TO MANAGE THE DAILY OPERATIONS OF ALL THE APARTMENT COMPLEXES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED INTERNALLY AND THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CASE OF A CONFLICT OF INTEREST ISSUE, THE BOARD WOULD REVIEW THE SITUATION. THERE HAVE BEEN NO KNOWN CONFLICTS OF INTEREST FOR THE CURRENT TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PERSON WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOSS ON INVESTMENT IN LIMITED PARTNERSHIPS = -$1148301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER OF LIMITED PARTNERSHIP INTEREST = $3042111
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Increases
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,088,585
Liabilities
$0
Net assets
$4,088,585
Revenue
$3,429,522
Expenses
$0
Net income
$3,429,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$67.3$74.2$4.50$11.1$6.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$171$81.8$89.6$4.70$4.71$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$3.85$51.7$1.06$3.57$2.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$6.36$45.1$0.88$1.63$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.9$4.57$47.4$0.84$3.68$2.84
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$5.74$44.4$38.0$6.82$31.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.9$40.8$11.2$6.65$4.66$2.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$40.3$11.5$2.56$3.38$0.82
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$3.43$0.00$3.43