Civic Intelligence

Helen Tester Homes Inc.

990 • Fiscal year 2021 • EIN 33-0643243

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 19, 2022

Organization ProfileN/A
1402 D StreetBrawley, CA 92227

(760) 351-7000

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.19x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-45%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

14th percentile

-4.5%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

0.3%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,117,709

Down $52,835 (-4.5%) from 2020

Net Assets

Down

$1,094,737

Down $54,255 (-4.7%) from 2020

Liabilities

Up

$22,972

Up $1,420 (+6.6%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin6th percentile

Revenue

Up

$119,686

Up $344 (+0.3%) from 2020

Expenses

Up

$173,941

Up $18,429 (+12%) from 2020

Net Income

Down

-$54,255

Down $18,085 (-50%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2021

Assets$1,117,709
Liabilities$22,972
Net Assets$1,094,737
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$119,686
Expenses$173,941
Net Income-$54,255
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 19, 2022
Return Version
2021v4.2
Gross Receipts
$119,686
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$970,088$980,926▲ $10,838
Savings and Temporary Cash Investments$41,978$120,903▲ $78,925
Cash and Non-Interest-Bearing Accounts$11,162$7,551▼ $3,611
Prepaid Expenses and Deferred Charges$2,105$2,523▲ $418
Accounts Receivable-$56-
Total Assets$1,170,544$1,117,709▼ $52,835
Other Assets Total$145,211$5,750▼ $139,461
Liabilities
Accounts Payable and Accrued Expenses$15,817$17,222▲ $1,405
Other Liabilities$5,735$5,750▲ $15
Total Liabilities$21,552$22,972▲ $1,420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,148,992$1,094,737▼ $54,255
Total Net Assets Fund Balance$1,148,992$1,094,737▼ $54,255
Total Liabilities and Net Assets / Fund Balance$1,170,544$1,117,709▼ $52,835

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$860,926$1,016,173$1,877,099
Land$120,000-$120,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dennis MoritaPresident
Gloria BristerDirector
Richard ThomasDirector
Jean OswaltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,343
Program Service Revenue
$70,786
Investment Income
$329
Other Revenue
$228
Change in Net Assets
$-54,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$119,686
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$119,686
Total Revenue per Form 990
$119,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,969
Salaries, Compensation, and Employee Benefits$25,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$56,689--$56,689
Other Salaries and Wages$23,934--$23,934
Insurance$17,881--$17,881
Occupancy$16,730--$16,730
Fees for Services Management-$13,406-$13,406
Other Expenses$8,649--$8,649
Fees for Services Accounting-$7,073-$7,073
Office Expenses$5,430--$5,430
Pension Plan Contributions$2,038--$2,038
Total Functional Expenses$153,462$20,479$0$173,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$173,941
Total Expenses per Audited Statements$173,941
Total Expenses per Form 990$173,941
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$5,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
2022-04-19
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
Douglas Englehart
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/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.
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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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,117,709
Liabilities
$22,972
Net assets
$1,094,737
Revenue
$119,686
Expenses
$173,941
Net income
-$54,255
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