Civic Intelligence

Baldwin Rhf Housing Inc.

990 • Fiscal year 2013 • EIN 33-0657540

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 28, 2014

911 N Studebaker Road90815

(562) 257-5100

Siviq Scores

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

Liabilities / Assets

95th percentile

1.25x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

100th percentile

$426,440

Higher top officer pay than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$69,957

Up $26,899 (+62%) from 2012

Net Assets

Down

-$17,512

Down $1,208 (-7.4%) from 2012

Liabilities

Up

$87,469

Up $28,107 (+47%) from 2012

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Down

$1,208

Down $78 (-6.1%) from 2012

Net Income

-$1,208

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $40,640Liabilities 2010: $54,457Net Assets 2010: -$13,8172010Assets 2011: $34,585Liabilities 2011: $49,603Net Assets 2011: -$15,0182011Assets 2012: $43,058Liabilities 2012: $59,362Net Assets 2012: -$16,3042012Assets 2013: $69,957Liabilities 2013: $87,469Net Assets 2013: -$17,5122013Assets 2014: $47,777Liabilities 2014: $66,545Net Assets 2014: -$18,7682014Assets 2015: $0Liabilities 2015: $20,078Net Assets 2015: -$20,0782015

Highlighted filing

2013

Assets$69,957
Liabilities$87,469
Net Assets-$17,512

Operations Trend

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

$2.0K$1.0K$0-$1.0K-$2.0KExpenses 2010: $1,1902010Expenses 2011: $1,2012011Expenses 2012: $1,2862012Revenue 2013: $0Expenses 2013: $1,208Net Income 2013: -$1,2082013Revenue 2014: $0Expenses 2014: $1,256Net Income 2014: -$1,2562014Revenue 2015: $0Expenses 2015: $1,310Net Income 2015: -$1,3102015

Highlighted filing

2013

Revenue$0
Expenses$1,208
Net Income-$1,208
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 28, 2014
Return Version
2013v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Baldwin rhf housing, inc. Is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the state of california. The corporation was formed for the purpose of providing housing to low income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-16,304$-17,512▼ $1,208
Other Assets Total$43,058$69,957▲ $26,899
Total Assets$43,058$69,957▲ $26,899
Liabilities
Other Liabilities$45,262$72,319▲ $27,057
Accounts Payable and Accrued Expenses$14,100$15,150▲ $1,050
Total Liabilities$59,362$87,469▲ $28,107
Net Assets / Fund Balance
Total Net Assets Fund Balance$-16,304$-17,512▼ $1,208
Total Liabilities and Net Assets / Fund Balance$43,058$69,957▲ $26,899

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$69,957--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Cheryl J HowellASS'T. CORP. SECRETARY$144,043$144,043
John ClowDirector of Risk Management$134,830$134,830
Kevin GilchristSr. Director of Developmen$130,956$130,956
Chris PurcellController$129,247$129,247

Board Members and Trustees

NameTitle
Dr Laverne R JosephPresident, CEO
Dr Darryl M SextonVice President
Christina E PotterDirector
Frank G JarhlingDirector
John E TrnkaDirector
Raymond EastDirector
Stewart M SimingtonDirector
Tom S MasudaDirector / Treasurer
Chistopher MullenBus. Application Manager
Frank Rossello JrCFO & VP Finance
Deborah J StouffCorporate Secretary
See Schedule Jo SalaryDisclosure - Pgs 28 & 35
Nada BattagliaHuman Resources VP
Robert R AmbergSr. VP General Counsel
Anders PlettVP Acquisitions & Project
Richard T WashingtonVP Business Development
Peter Oscar PeabodyVP Health Care Operation
Stuart J HartmanVP Housing Operations
Vincent B MagnoneVP Treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,208
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
Fees for Services Accounting-$1,050-$1,050
Other Expenses$158--$158
Total Functional Expenses$158$1,050$0$1,208
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
Long-term Liabilities From Pass Through Entity$67,863
Current Liabilities From Pass Through Entity$4,456
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has one class of members, which consists of retirement housing foundation, the sole member of the organization.

Form 990, Part VI, Section A, Line 7A

The directors will be elected at an annual meeting of the member.

Form 990, Part VI, Section A, Line 7B

Approval of the member is required for disposition of substantially all of the assets of the corporation or a merger, and on a dissolution. The bylaws may be amended or repealed by the vote of the member. Articles may be amended if approved by the vote or written assent of the member.

Form 990, Part VI, Section B, Line 11

The company thoroughly reviews the form 990 before providing a copy to the governing body and filing.

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

Upon joining the company and annually thereafter, all employees and board members are required to complete and sign a certification acknowledging their understanding and agreement to comply with the company's conflict of interest policy, including disclosing any activities that may appear or may be deemed violations of the policy. Board members and company officers have an additional and more comprehensive conflict of interest policy and certification requirement. Designated management personnel are responsible for tracking the distribution and return of all certifications and for accounting and reporting any disclosures to the company's compliance officer. If further review of any disclosure is merited, the compliance officer forwards the certification to the company's general counsel, ceo and/or board for final disposition. Individuals who have made disclosures are advised of final dispositions. An employee's failure to submit timely certifications, disclosures and/or to take the necessary required actions to avoid conflicts may be disciplined, up to and including termination. If the individual is a board member, he or she may be subject to removal from his or her position.

Form 990, Part VI, Section B, Line 15

The process for determining compensation for the ceo, executive director, top management officials and other officers or key employees included an extensive review and approval by independent persons.

Form 990, Part VI, Section C, Line 19

The form 990 and all related financial and policy information are made available to the public upon written request.

FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II:

The compensation listed on schedule j and elsewhere in this return is for services provided to and paid by retirement housing foundation, which is a related organization that sponsors and manages through subsidiaries approximately 175 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing and assisted living services for senior adults, low income families and persons with disabilities throughout the united states including the district of columbia, puerto rico, and the virgin islands.

Filing and Contact Details

Filer

EIN
33-0657540
Phone
5622575100

Signing Officer

Name
Deborah Stouff
Title
Corporate Secretary
Phone
5622575100
Signed
2014-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Stouff
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
James Mcgowan
Phone
6173301920
Supplemental Narrative

Additional Explanations

FORM 990, SCHEDULE R, PART V, LINE 1:

For the purposes of schedule r, part v, the following applies: retirement housing foundation and foundation property management, inc. Are california not-for-profit corporations that sponsor or manage approximately 175 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing and assisted living services for senior adults, low income families and persons with disabilities throughout the united states including the district of columbia, puerto rico, and the virgin islands. -line 1e includes payables to related organizations -line item 1p includes tax preparation fees paid by a related organization.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9SR. VP GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP HOUSING OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP HEALTH CARE OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO & VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14HUMAN RESOURCES VP
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP TREASURY
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP ACQUISITIONS & PROJECT
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASS'T. CORP. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18BUS. APPLICATION MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR. OF RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR. DIRECTOR OF DEVELOPMEN
IRS990/Form990PartVIISectionAGrp/TitleTxt21CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt22DISCLOSURE - PGS 28 & 35
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IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BALDWIN RHF HOUSING, INC. IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF CALIFORNIA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF PROVIDING HOUSING TO LOW INCOME FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-16304
IRS990/NetAssetsOrFundBalancesEOYAmt0-17512
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043058
IRS990/OtherAssetsTotalGrp/EOYAmt069957
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LOSS FROM PARTNERSHIP
IRS990/OtherExpensesGrp/ProgramServicesAmt0158
IRS990/OtherExpensesGrp/TotalAmt0158
IRS990/OtherLiabilitiesGrp/BOYAmt045262
IRS990/OtherLiabilitiesGrp/EOYAmt072319
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEBORAH STOUFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0-1286
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IRS990/PYTotalExpensesAmt01286
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1208
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-16304
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-17512
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IRS990ScheduleA/InvestmentIncomePYPct01.00000
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS FROM PASS THROUGH ENTITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04456
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt167863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT LIABILITIES FROM PASS THROUGH ENTITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LONG-TERM LIABILITIES FROM PASS THROUGH ENTITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt069957
IRS990ScheduleD/TotalLiabilityAmt072319
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0336048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1136935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2285010

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