Civic Intelligence

Helen Tester Homes Inc

EIN 33-0643243 • 501(c)3 • Brawley, CA

Profile

Produce housing opportunities for low income elderly and disable individuals

1402 D StreetBrawley, CA 92227

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-0.2%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$960,377

Down $72,092 (-7.0%) from 2023

Liabilities

Down

$23,910

Down $20,691 (-46%) from 2023

Net Assets

Down

$936,467

Down $51,401 (-5.2%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Up

$118,044

Up $1,005 (+0.9%) from 2023

Expenses

Down

$169,445

Down $7,989 (-4.5%) from 2023

Net Income

Up

-$51,401

Up $8,994 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $1,384,866Liabilities 2014: $20,578Net Assets 2014: $1,364,2882014Assets 2015: $1,358,106Liabilities 2015: $23,893Net Assets 2015: $1,334,2132015Assets 2016: $1,316,459Liabilities 2016: $15,728Net Assets 2016: $1,300,7312016Assets 2017: $1,275,445Liabilities 2017: $16,969Net Assets 2017: $1,258,4762017Assets 2018: $1,256,711Liabilities 2018: $31,411Net Assets 2018: $1,225,3002018Assets 2019: $1,215,078Liabilities 2019: $29,916Net Assets 2019: $1,185,1622019Assets 2020: $1,170,544Liabilities 2020: $21,552Net Assets 2020: $1,148,9922020Assets 2021: $1,117,709Liabilities 2021: $22,972Net Assets 2021: $1,094,7372021Assets 2022: $1,066,237Liabilities 2022: $17,974Net Assets 2022: $1,048,2632022Assets 2023: $1,032,469Liabilities 2023: $44,601Net Assets 2023: $987,8682023Assets 2024: $960,377Liabilities 2024: $23,910Net Assets 2024: $936,4672024

Highlighted filing

2024

Assets$960,377
Liabilities$23,910
Net Assets$936,467
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $98,105Expenses 2014: $141,207Net Income 2014: -$43,1022014Revenue 2015: $107,813Expenses 2015: $137,888Net Income 2015: -$30,0752015Revenue 2016: $109,365Expenses 2016: $142,847Net Income 2016: -$33,4822016Revenue 2017: $110,159Expenses 2017: $152,414Net Income 2017: -$42,2552017Revenue 2018: $113,635Expenses 2018: $146,811Net Income 2018: -$33,1762018Revenue 2019: $118,223Expenses 2019: $158,361Net Income 2019: -$40,1382019Revenue 2020: $119,342Expenses 2020: $155,512Net Income 2020: -$36,1702020Revenue 2021: $119,686Expenses 2021: $173,941Net Income 2021: -$54,2552021Revenue 2022: $119,460Expenses 2022: $165,934Net Income 2022: -$46,4742022Revenue 2023: $117,039Expenses 2023: $177,434Net Income 2023: -$60,3952023Revenue 2024: $118,044Expenses 2024: $169,445Net Income 2024: -$51,4012024

Highlighted filing

2024

Revenue$118,044
Expenses$169,445
Net Income-$51,401
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,377
Liabilities
$23,910
Net assets
$936,467
Revenue
$118,044
Expenses
$169,445
Net income
-$51,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.12$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$0.12$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.09$0.12$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.12$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$0.11$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.11$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.33$0.11$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.36$0.10$0.14$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$118,044
Mission and Program Overview

Mission

Produce housing opportunities for low income elderly and disabled individuals

Produce housing opportunities for low income elderly and disable individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$875,854$823,318▼ $52,536
Savings and Temporary Cash Investments$119,346$122,745▲ $3,399
Cash and Non-Interest-Bearing Accounts$21,610$5,710▼ $15,900
Prepaid Expenses and Deferred Charges$9,851$2,252▼ $7,599
Accounts Receivable-$945-
Total Assets$1,032,469$960,377▼ $72,092
Other Assets Total$5,808$5,407▼ $401
Liabilities
Accounts Payable and Accrued Expenses$38,765$18,433▼ $20,332
Other Liabilities$5,808$5,407▼ $401
Deferred Revenue$28$70▲ $42
Total Liabilities$44,601$23,910▼ $20,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$987,868$936,467▼ $51,401
Total Net Assets Fund Balance$987,868$936,467▼ $51,401
Total Liabilities and Net Assets / Fund Balance$1,032,469$960,377▼ $72,092

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$703,318$1,173,781$1,877,099
Land$120,000-$120,000
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dennis MoritaPresident
Gloria BristerBoard Member
Richard ThomasBoard Member
Jean OswaltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,270
Program Service Revenue
$75,056
Investment Income
$5,718
Other Revenue
$0
Change in Net Assets
$-51,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,044
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$118,044
Total Revenue per Form 990
$118,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,837
Salaries, Compensation, and Employee Benefits$35,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$52,536--$52,536
Other Salaries and Wages$24,527--$24,527
Occupancy$15,531--$15,531
Fees for Services Management$10,234$3,089-$13,323
Insurance$11,455--$11,455
Other Employee Benefits$8,914--$8,914
Fees for Services Accounting-$8,780-$8,780
Office Expenses$4,388--$4,388
Payroll Taxes$2,167--$2,167
Other Expenses$382--$382
Total Functional Expenses$157,576$11,869$0$169,445

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$169,445
Total Expenses per Audited Statements$169,445
Total Expenses per Form 990$169,445
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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$5,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Accounting, leasing, building maintenance, regulation and reporting compliance”

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

“Review is performed by the management agent (ivha) and the treasurer jean oswalt”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Helen Tester Homes Inc
EIN
33-0643243
Phone
7603517000
Address
1402 D STREET, BRAWLEY, CA 92227

Signing Officer

Name
Jean Oswalt
Title
Treasurer
Phone
7603517000
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Oswalt
Formed
1996
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The corporation is a nonprofit organization and 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 corporation 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. The corporation is not a private foundation. The corporation's return of organization exempt from income tax for the prior three years are subject to examination by the internal revenue service and the prior four years by the california franchise tax board.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS A NONPROFIT ORGANIZATION AND 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 CORPORATION 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. THE CORPORATION IS NOT A PRIVATE FOUNDATION. THE CORPORATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE PRIOR THREE YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE PRIOR FOUR YEARS BY THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING, LEASING, BUILDING MAINTENANCE, REGULATION AND REPORTING COMPLIANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW IS PERFORMED BY THE MANAGEMENT AGENT (IVHA) AND THE TREASURER JEAN OSWALT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990/VotingMembersGoverningBodyCnt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN OSWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
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ReturnHeader/Filer/EIN0330643243
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