Civic Intelligence

Baldwin Rhf Housing Inc.

990 • Fiscal year 2014 • EIN 33-0657540

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

911 N Studebaker RoadLong Beach, CA 90815

(562) 257-5100

Siviq Scores

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

Liabilities / Assets

96th percentile

1.39x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

100th percentile

$438,168

Higher top officer pay than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$47,777

Down $22,180 (-32%) from 2013

Net Assets

Down

-$18,768

Down $1,256 (-7.2%) from 2013

Liabilities

Down

$66,545

Down $20,924 (-24%) from 2013

Revenue

Flat

$0

Flat from 2013

Expenses

Up

$1,256

Up $48 (+4.0%) from 2013

Net Income

Down

-$1,256

Down $48 (-4.0%) from 2013

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

2014

Assets$47,777
Liabilities$66,545
Net Assets-$18,768

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

2014

Revenue$0
Expenses$1,256
Net Income-$1,256
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
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→ $0
Rtn Earn Endowment Incm Other Fnds$-17,512$-18,768▼ $1,256
Other Assets Total$69,957$47,777▼ $22,180
Total Assets$69,957$47,777▼ $22,180
Liabilities
Other Liabilities$72,319$50,295▼ $22,024
Accounts Payable and Accrued Expenses$15,150$16,250▲ $1,100
Total Liabilities$87,469$66,545▼ $20,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$-17,512$-18,768▼ $1,256
Total Liabilities and Net Assets / Fund Balance$69,957$47,777▼ $22,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$47,777--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Richard T WashingtonVP Business Development$147,107$147,107

Board Members and Trustees

NameTitle
Dr Laverne R JosephPresident
Daryl M SextonVice President
Christina E PotterDirector
John BaumanDirector
Raymond EastDirector
Rev Dr John E TrnkaDirector
Stewart M SimingtonDirector
Cheryl J HowellASS'T. CORP. SECRETARY
Chistopher MullenBus. Application Manager
Frank Rossello JrCFO & VP Finance
See Schedule Jo SalaryDisclosure - Pgs 28 & 35
Nada BattagliaHuman Resources VP
Robert R AmbergSr. VP General Counsel
Frank G JahrlingTreasurer
Anders PlettVP Acquisitions & Project Dev.
Peter Oscar PeabodyVP Health Care Operation
Stuart J HartmanVP Housing Operations
Deborah J StouffVP of Corp Records, Corp Sec.
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
$-1,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,256
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-$1,100-$1,100
Other Expenses$156--$156
Total Functional Expenses$156$1,100$0$1,256
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$45,802
Current Liabilities From Pass Through Entity$4,493
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

Filer Name
Baldwin Rhf Housing Inc
EIN
33-0657540
Phone
5622575100
Address
911 N STUDEBAKER ROAD, LONG BEACH, CA 90815

Signing Officer

Name
Deborah Stouff
Title
Corporate Secretary
Phone
5622575100
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Stouff
Formed
1994
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
101 ARCH STREET SUITE 1000, BOSTON, MA 02110
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/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF CORP RECORDS, CORP SEC.
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 TREASURY
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15HUMAN RESOURCES VP
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP ACQUISITIONS & PROJECT DEV.
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASS'T. CORP. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18BUS. APPLICATION MANAGER
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