Civic Intelligence

Pacific Southwest Community Development Corp

990 • Fiscal year 2015 • EIN 33-0673939

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profilewww.pswcdc.org
16935 West Bernardo DriveSan Diego, CA 92127

(858) 675-0506

Siviq Scores

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

Liabilities / Assets

59th percentile

0.34x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

2.98x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

52nd percentile

$177,476

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$24,250,580

Down $269,634 (-1.1%) from 2014

Net Assets

Up

$15,993,682

Up $1,196,066 (+8.1%) from 2014

Liabilities

Down

$8,256,898

Down $1,465,700 (-15%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin93rd percentile

Revenue

Down

$2,773,334

Down $1,054,435 (-28%) from 2014

Expenses

Up

$1,133,041

Up $69,450 (+6.5%) from 2014

Net Income

Down

$1,640,293

Down $1,123,885 (-41%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$80M$60M$40M$20M$0Assets 2013: $42,070,262Liabilities 2013: $30,234,853Net Assets 2013: $11,835,4092013Assets 2014: $24,520,214Liabilities 2014: $9,722,598Net Assets 2014: $14,797,6162014Assets 2015: $24,250,580Liabilities 2015: $8,256,898Net Assets 2015: $15,993,6822015Assets 2016: $29,159,241Liabilities 2016: $9,427,068Net Assets 2016: $19,732,1732016Assets 2017: $29,686,379Liabilities 2017: $9,427,068Net Assets 2017: $20,259,3112017Assets 2018: $29,899,634Liabilities 2018: $9,427,068Net Assets 2018: $20,472,5662018Assets 2019: $30,037,377Liabilities 2019: $9,427,068Net Assets 2019: $20,610,3092019Assets 2020: $32,104,030Liabilities 2020: $9,736,226Net Assets 2020: $22,367,8042020Assets 2021: $56,722,679Liabilities 2021: $9,766,968Net Assets 2021: $46,955,7112021Assets 2022: $55,343,513Liabilities 2022: $11,911,736Net Assets 2022: $43,431,7772022Assets 2023: $55,485,008Liabilities 2023: $11,812,168Net Assets 2023: $43,672,8402023Assets 2024: $67,009,769Liabilities 2024: $17,092,942Net Assets 2024: $49,916,8272024

Highlighted filing

2015

Assets$24,250,580
Liabilities$8,256,898
Net Assets$15,993,682
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$20M$15M$10M$5.0M$0Revenue 2013: $18,393,813Expenses 2013: $18,238,930Net Income 2013: $154,8832013Revenue 2014: $3,827,769Expenses 2014: $1,063,591Net Income 2014: $2,764,1782014Revenue 2015: $2,773,334Expenses 2015: $1,133,041Net Income 2015: $1,640,2932015Revenue 2016: $4,578,489Expenses 2016: $1,209,001Net Income 2016: $3,369,4882016Revenue 2017: $1,902,161Expenses 2017: $1,206,205Net Income 2017: $695,9562017Revenue 2018: $1,483,139Expenses 2018: $1,269,883Net Income 2018: $213,2562018Revenue 2019: $1,502,268Expenses 2019: $1,364,525Net Income 2019: $137,7432019Revenue 2020: $1,437,817Expenses 2020: $1,194,531Net Income 2020: $243,2862020Revenue 2021: $1,931,109Expenses 2021: $1,180,958Net Income 2021: $750,1512021Revenue 2022: $4,258,260Expenses 2022: $1,723,703Net Income 2022: $2,534,5572022Revenue 2023: $8,729,813Expenses 2023: $6,761,814Net Income 2023: $1,967,9992023Revenue 2024: $9,146,318Expenses 2024: $2,278,417Net Income 2024: $6,867,9012024

Highlighted filing

2015

Revenue$2,773,334
Expenses$1,133,041
Net Income$1,640,293
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$2,773,334
Mission and Program Overview

Mission

The corporation is organized and operated exclusively as an irc 501(c)(3) charitable organization to construct, provide, sponsor, manage, rehabilitate, and preserve affordable housing and to create opportunities for economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,906,783$10,620,000▼ $286,783
Accounts Receivable$1,723,004$1,784,533▲ $61,529
Cash and Non-Interest-Bearing Accounts$136,744$312,624▲ $175,880
Savings and Temporary Cash Investments$338,173$82,347▼ $255,826
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$24,520,214$24,250,580▼ $269,634
Other Assets Total$11,415,510$11,451,076▲ $35,566
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,561,196$8,240,000▼ $1,321,196
Other Liabilities$161,402$16,898▼ $144,504
Total Liabilities$9,722,598$8,256,898▼ $1,465,700
Net Assets / Fund Balance
Unrestricted Net Assets$14,797,616$15,993,682▲ $1,196,066
Total Net Assets Fund Balance$14,797,616$15,993,682▲ $1,196,066
Total Liabilities and Net Assets / Fund Balance$24,520,214$24,250,580▼ $269,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$36,477$36,477
Other Assets Org$7,220--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W LaingPres/Exec DirectorFT$177,476$177,476

Board Members and Trustees

NameTitle
Michael WalshChairman
Hank CunninghamMember
Tom DuboseMember
Marco Antonio ReyesSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$5,827
Program Service Revenue
$1,668,614
Investment Income
$322,753
Other Revenue
$776,140
All Other Contributions
$5,827
Change in Net Assets
$1,640,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,773,334
Total Revenue per Audited Statements
$2,773,334
Total Revenue per Form 990
$2,773,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$735,820
Other Expenses$397,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$430,573--$430,573
Current Officers, Directors, Trustees, and Key Employees$159,728$17,748-$177,476
Payroll Taxes$83,895--$83,895
Fees for Services Accounting-$66,455-$66,455
Fees for Services Other$58,840--$58,840
Other Employee Benefits$43,876--$43,876
Travel$41,265$697-$41,962
Occupancy$25,897--$25,897
All Other Expenses$3,644$17,748-$21,392
Insurance$10,560$8,917-$19,477
Information Technology$2,694$15,118-$17,812
Fees for Services Legal$6,314$6,314-$12,628
Other Expenses$1,848$7,293-$9,141
Conferences and Meetings$1,714--$1,714
Advertising-$466-$466
Depreciation Depletion-$253-$253
Total Functional Expenses$981,696$151,345$0$1,133,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,133,041
Total Expenses per Audited Statements$1,133,041
Total Expenses per Form 990$1,133,041
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rp$16,898
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Return will be reviewed by board prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board of directors has whistleblowing policy”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board reviews compensation policies of executive director and determines raises, bonuses and other compensation awards.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
Pacific Southwest Community Development
EIN
33-0673939
Phone
8586750506
Address
16935 West Bernardo Drive, San Diego, CA 92127

Signing Officer

Name
Robert W Laing
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
33
Volunteers
115

Preparer

Firm
Griffiths & Assoc CPAs APC
Address
931 Anza Avenue Suite A, Vista, CA 92084
Preparer
Keith R Griffiths CPA
Phone
7609408297
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Bad debt provisions = -$1126521”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Capital Morro Bay (consolidation) = -$357688”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Equity - Las Casistas (consolidation) = $763762”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Equity in losses on investments = $218007”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Equity -PSWCI (consolidation) = $58213”

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Approved by board”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt043876
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043876
IRS990/OtherExpensesGrp/Desc0PAYROLL EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3FEES, permits and licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010336
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17293
IRS990/OtherExpensesGrp/ProgramServicesAmt062769
IRS990/OtherExpensesGrp/ProgramServicesAmt146928
IRS990/OtherExpensesGrp/ProgramServicesAmt21151
IRS990/OtherExpensesGrp/ProgramServicesAmt31848
IRS990/OtherExpensesGrp/TotalAmt062769
IRS990/OtherExpensesGrp/TotalAmt146928
IRS990/OtherExpensesGrp/TotalAmt211487
IRS990/OtherExpensesGrp/TotalAmt39141
IRS990/OtherLiabilitiesGrp/BOYAmt0161402
IRS990/OtherLiabilitiesGrp/EOYAmt016898
IRS990/OtherRevenueMiscGrp/Desc0Debt cancel-low income
IRS990/OtherRevenueMiscGrp/Desc1Misc -Program
IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt148394
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2998
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0726748
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt148394
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2998
IRS990/OtherRevenueTotalAmt0776140
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0430573
IRS990/OtherSalariesAndWagesGrp/TotalAmt0430573
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010906783
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010620000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt083895
IRS990/PayrollTaxesGrp/TotalAmt083895
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PARTNERSHIP FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc2PROJECT FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1690218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2584161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0394235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1690218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2584161
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01350700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0383851
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0378914
IRS990/PYOtherRevenueAmt0461182
IRS990/PYProgramServiceRevenueAmt01632036
IRS990/PYRevenuesLessExpensesAmt02764178
IRS990/PYSalariesCompEmpBnftPaidAmt0684677
IRS990/PYTotalExpensesAmt01063591
IRS990/PYTotalRevenueAmt03827769
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01640293
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0338173
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082347
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01350700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017358159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01520000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020234686
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0322753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01817449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0312503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0355720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0375005
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03183430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01668614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01632036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01072868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0961869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0666409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06001796
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0322753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01817449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0312503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0355720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0375005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03183430
IRS990ScheduleA/InvestmentIncomeCYPct00.10630
IRS990ScheduleA/InvestmentIncomePYPct00.11480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0776140
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0461182
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-349717
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-366318
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0526787
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87610
IRS990ScheduleA/PublicSupportPY509Pct00.89410
IRS990ScheduleA/PublicSupportTotal509Amt026236482
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01674441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02982736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018431027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0961869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02186409
IRS990ScheduleA/Total509Grp/TotalAmt026236482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02773334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05261367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018393813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0951271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02566914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029946699
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01133041
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01374978
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12141518
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27922424
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34936
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt47220
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST RECEIVBLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Investment in tax credit partnerships
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Investments in other partnerships
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4Land Morro Bay-project in construction
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5Prepaids
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036477
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt036477
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RP
IRS990ScheduleD/RevenueSubtotalAmt02773334
IRS990ScheduleD/TotalBookValueOtherAssetsAmt011451076
IRS990ScheduleD/TotalExpensesPerForm990Amt01133041
IRS990ScheduleD/TotalLiabilityAmt016898
IRS990ScheduleD/TotalRevenuePerForm990Amt02773334
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02773334
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01133041
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0177476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT W LAING

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,250,580
Liabilities
$8,256,898
Net assets
$15,993,682
Revenue
$2,773,334
Expenses
$1,133,041
Net income
$1,640,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$17.1$49.9$9.15$2.28$6.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$11.8$43.7$8.73$6.76$1.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$11.9$43.4$4.26$1.72$2.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$9.77$47.0$1.93$1.18$0.75
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$9.74$22.4$1.44$1.19$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$9.43$20.6$1.50$1.36$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$9.43$20.5$1.48$1.27$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$9.43$20.3$1.90$1.21$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$9.43$19.7$4.58$1.21$3.37
2015Detailed filing. Detailed filing data is available for this year.$24.3$8.26$16.0$2.77$1.13$1.64
2014Detailed filing. Detailed filing data is available for this year.$24.5$9.72$14.8$3.83$1.06$2.76
2013Detailed filing. Detailed filing data is available for this year.$42.1$30.2$11.8$18.4$18.2$0.15