Civic Intelligence

Boatwright Homes Inc.

990 • Fiscal year 2023 • EIN 33-0643244

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.44x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

30th percentile

-3.2%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.2%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$992,296

Down $32,420 (-3.2%) from 2022

Net Assets

Down

$942,216

Down $61,796 (-6.2%) from 2022

Liabilities

Up

$50,080

Up $29,376 (+142%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin7th percentile

Revenue

Down

$113,529

Down $3,780 (-3.2%) from 2022

Expenses

Up

$175,325

Up $9,002 (+5.4%) from 2022

Net Income

Down

-$61,796

Down $12,782 (-26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,349,556Liabilities 2014: $23,641Net Assets 2014: $1,325,9152014Assets 2015: $1,315,117Liabilities 2015: $24,896Net Assets 2015: $1,290,2212015Assets 2016: $1,276,942Liabilities 2016: $22,527Net Assets 2016: $1,254,4152016Assets 2017: $1,239,340Liabilities 2017: $25,744Net Assets 2017: $1,213,5962017Assets 2018: $1,216,030Liabilities 2018: $35,502Net Assets 2018: $1,180,5282018Assets 2019: $1,174,606Liabilities 2019: $33,668Net Assets 2019: $1,140,9382019Assets 2020: $1,126,193Liabilities 2020: $23,946Net Assets 2020: $1,102,2472020Assets 2021: $1,075,162Liabilities 2021: $22,136Net Assets 2021: $1,053,0262021Assets 2022: $1,024,716Liabilities 2022: $20,704Net Assets 2022: $1,004,0122022Assets 2023: $992,296Liabilities 2023: $50,080Net Assets 2023: $942,2162023Assets 2024: $931,209Liabilities 2024: $36,690Net Assets 2024: $894,5192024

Highlighted filing

2023

Assets$992,296
Liabilities$50,080
Net Assets$942,216
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$100K$0-$100KRevenue 2014: $98,889Expenses 2014: $136,382Net Income 2014: -$37,4932014Revenue 2015: $101,848Expenses 2015: $137,542Net Income 2015: -$35,6942015Revenue 2016: $103,703Expenses 2016: $139,509Net Income 2016: -$35,8062016Revenue 2017: $109,464Expenses 2017: $150,283Net Income 2017: -$40,8192017Revenue 2018: $112,602Expenses 2018: $145,670Net Income 2018: -$33,0682018Revenue 2019: $117,045Expenses 2019: $156,635Net Income 2019: -$39,5902019Revenue 2020: $116,551Expenses 2020: $155,242Net Income 2020: -$38,6912020Revenue 2021: $118,093Expenses 2021: $167,314Net Income 2021: -$49,2212021Revenue 2022: $117,309Expenses 2022: $166,323Net Income 2022: -$49,0142022Revenue 2023: $113,529Expenses 2023: $175,325Net Income 2023: -$61,7962023Revenue 2024: $119,635Expenses 2024: $167,332Net Income 2024: -$47,6972024

Highlighted filing

2023

Revenue$113,529
Expenses$175,325
Net Income-$61,796
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$113,529
Mission and Program Overview

Mission

To produce housing opportunities for low income, elderly, and disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$888,770$836,914▼ $51,856
Savings and Temporary Cash Investments$126,568$118,686▼ $7,882
Accounts Receivable-$17,279-
Prepaid Expenses and Deferred Charges$2,244$9,851▲ $7,607
Cash and Non-Interest-Bearing Accounts$2,696$5,115▲ $2,419
Total Assets$1,024,716$992,296▼ $32,420
Other Assets Total$4,438$4,451▲ $13
Liabilities
Accounts Payable and Accrued Expenses$15,983$44,920▲ $28,937
Other Liabilities$4,438$4,451▲ $13
Deferred Revenue$283$709▲ $426
Total Liabilities$20,704$50,080▲ $29,376
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,004,012$942,216▼ $61,796
Total Net Assets Fund Balance$1,004,012$942,216▼ $61,796
Total Liabilities and Net Assets / Fund Balance$1,024,716$992,296▼ $32,420

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$747,914$1,099,369$1,847,283
Land$89,000-$89,000
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Gloria BristerBoard Member
Richard ThomasBoard Member
Dennis MoritaCEO
Jean OswaltSecretary/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$42,119
Program Service Revenue
$71,296
Investment Income
$25
Other Revenue
$89
Change in Net Assets
$-61,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$113,529
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$113,529
Total Revenue per Form 990
$113,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,066
Salaries, Compensation, and Employee Benefits$26,259
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$51,856--$51,856
Other Salaries and Wages$24,614--$24,614
Insurance$19,567--$19,567
Occupancy$18,377--$18,377
Fees for Services Management-$13,208-$13,208
Fees for Services Accounting-$7,505-$7,505
Office Expenses$4,034--$4,034
Other Expenses$1,694--$1,694
Payroll Taxes$1,645--$1,645
Total Functional Expenses$154,612$20,713$0$175,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$175,325
Total Expenses per Audited Statements$175,325
Total Expenses per Form 990$175,325
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$4,451
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, cpa.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Boatwright Homes Inc
EIN
33-0643244
Phone
7603517000
Address
1402 D STREET, BRAWLEY, CA 92227

Signing Officer

Name
Jean Oswalt
Title
Secretary/CFO
Phone
7603517000
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Oswalt
Formed
1996
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0116551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0582527
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0747914
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01099369
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01847283
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0175325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt089000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt089000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04451
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0113529
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0836914
IRS990ScheduleD/TotalExpensesPerForm990Amt0175325
IRS990ScheduleD/TotalLiabilityAmt04451
IRS990ScheduleD/TotalRevenuePerForm990Amt0113529
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0113529
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0175325
IRS990/ScheduleJRequiredInd00
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, CPA.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HELEN TESTER HOMES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330643243
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01402 D STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRAWLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092227
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01024716
IRS990/TotalAssetsEOYAmt0992296
IRS990/TotalAssetsGrp/BOYAmt01024716
IRS990/TotalAssetsGrp/EOYAmt0992296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042119
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154612
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020704
IRS990/TotalLiabilitiesEOYAmt050080
IRS990/TotalLiabilitiesGrp/BOYAmt020704
IRS990/TotalLiabilitiesGrp/EOYAmt050080
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01004012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0942216
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0154612
IRS990/TotalProgramServiceRevenueAmt071296
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071385
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113529
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01024716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0992296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01402 D STREET
IRS990/USAddress/CityNm0BRAWLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092227
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN OSWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07603517000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOATWRIGHT HOMES INC

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$992,296
Liabilities
$50,080
Net assets
$942,216
Revenue
$113,529
Expenses
$175,325
Net income
-$61,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.89$0.12$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.05$0.94$0.11$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.05$0.12$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.10$0.12$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.14$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.18$0.11$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.03$1.21$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.25$0.10$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.29$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.10$0.14$0.04