Civic Intelligence

Augusta Homes

EIN 33-0852933 • 501(c)3 • Upland, CA

Pub. 78 Eligible

View Organization Page

Profile

To be the non-profit housing organization of choice for resident citizens, principals, investors and partnering agencies by committing to provide stable, affordable, and community integrated housing through acquisition, preservation and rehabilitation.

400 North Mountain Avenue Suite 20Upland, CA 91786

www.augustacommunities.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.80x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

5.31x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$427,064

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

60th percentile

9.0%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$73,746,866

Up $13,417,279 (+22%) from 2023

Liabilities

Up

$58,836,508

Up $11,477,985 (+24%) from 2023

Net Assets

Up

$14,910,358

Up $1,939,294 (+15%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin73rd percentile

Revenue

Up

$11,076,778

Up $655,984 (+6.3%) from 2023

Expenses

Up

$9,168,199

Up $428,693 (+4.9%) from 2023

Net Income

Up

$1,908,579

Up $227,291 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $26,949,176Liabilities 2010: $24,248,956Net Assets 2010: $2,700,2202010Assets 2011: $26,572,220Liabilities 2011: $24,313,191Net Assets 2011: $2,259,0292011Assets 2012: $40,585,854Liabilities 2012: $37,144,470Net Assets 2012: $3,441,3842012Assets 2013: $40,733,050Liabilities 2013: $36,412,780Net Assets 2013: $4,320,2702013Assets 2014: $40,999,517Liabilities 2014: $35,927,081Net Assets 2014: $5,072,4362014Assets 2015: $41,245,650Liabilities 2015: $35,349,298Net Assets 2015: $5,896,3522015Assets 2016: $53,884,489Liabilities 2016: $46,948,804Net Assets 2016: $6,935,6852016Assets 2017: $52,303,075Liabilities 2017: $44,410,121Net Assets 2017: $7,892,9542017Assets 2018: $52,636,396Liabilities 2018: $43,824,067Net Assets 2018: $8,812,3292018Assets 2019: $52,881,047Liabilities 2019: $43,080,635Net Assets 2019: $9,800,4122019Assets 2020: $53,312,746Liabilities 2020: $42,452,471Net Assets 2020: $10,860,2752020Assets 2021: $57,007,728Liabilities 2021: $46,160,428Net Assets 2021: $10,847,3002021Assets 2022: $59,287,185Liabilities 2022: $48,121,360Net Assets 2022: $11,165,8252022Assets 2023: $60,329,587Liabilities 2023: $47,358,523Net Assets 2023: $12,971,0642023Assets 2024: $73,746,866Liabilities 2024: $58,836,508Net Assets 2024: $14,910,3582024

Highlighted filing

2024

Assets$73,746,866
Liabilities$58,836,508
Net Assets$14,910,358
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $3,132,8252010Expenses 2011: $4,142,4392011Expenses 2012: $5,047,8672012Revenue 2013: $6,057,933Expenses 2013: $5,179,047Net Income 2013: $878,8862013Revenue 2014: $6,204,938Expenses 2014: $5,452,772Net Income 2014: $752,1662014Revenue 2015: $6,501,126Expenses 2015: $5,677,210Net Income 2015: $823,9162015Revenue 2016: $7,879,882Expenses 2016: $6,840,549Net Income 2016: $1,039,3332016Revenue 2017: $7,972,339Expenses 2017: $7,015,070Net Income 2017: $957,2692017Revenue 2018: $8,196,973Expenses 2018: $7,277,598Net Income 2018: $919,3752018Revenue 2019: $8,568,670Expenses 2019: $7,567,848Net Income 2019: $1,000,8222019Revenue 2020: $8,840,707Expenses 2020: $7,811,866Net Income 2020: $1,028,8412020Revenue 2021: $7,808,185Expenses 2021: $7,692,728Net Income 2021: $115,4572021Revenue 2022: $9,465,353Expenses 2022: $8,298,073Net Income 2022: $1,167,2802022Revenue 2023: $10,420,794Expenses 2023: $8,739,506Net Income 2023: $1,681,2882023Revenue 2024: $11,076,778Expenses 2024: $9,168,199Net Income 2024: $1,908,5792024

Highlighted filing

2024

Revenue$11,076,778
Expenses$9,168,199
Net Income$1,908,579
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$73,746,866
Liabilities
$58,836,508
Net assets
$14,910,358
Revenue
$11,076,778
Expenses
$9,168,199
Net income
$1,908,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$58.8$14.9$11.1$9.17$1.91
2023Detailed filing. Detailed filing data is available for this year.$60.3$47.4$13.0$10.4$8.74$1.68
2022Detailed filing. Detailed filing data is available for this year.$59.3$48.1$11.2$9.47$8.30$1.17
2021Detailed filing. Detailed filing data is available for this year.$57.0$46.2$10.8$7.81$7.69$0.12
2020Detailed filing. Detailed filing data is available for this year.$53.3$42.5$10.9$8.84$7.81$1.03
2019Detailed filing. Detailed filing data is available for this year.$52.9$43.1$9.80$8.57$7.57$1.00
2018Detailed filing. Detailed filing data is available for this year.$52.6$43.8$8.81$8.20$7.28$0.92
2017Detailed filing. Detailed filing data is available for this year.$52.3$44.4$7.89$7.97$7.02$0.96
2016Detailed filing. Detailed filing data is available for this year.$53.9$46.9$6.94$7.88$6.84$1.04
2015Detailed filing. Detailed filing data is available for this year.$41.2$35.3$5.90$6.50$5.68$0.82
2014Detailed filing. Detailed filing data is available for this year.$41.0$35.9$5.07$6.20$5.45$0.75
2013Detailed filing. Detailed filing data is available for this year.$40.7$36.4$4.32$6.06$5.18$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$37.1$3.44$5.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$24.3$2.26$4.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$24.2$2.70$3.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$11,124,338
Mission and Program Overview

Mission

To be the non-profit housing organization of choice for resident citizens, principals, investors and partnering agencies by committing to provide stable, affordable, and community integrated housing through acquisition, preservation and rehabilitation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$43,368,708$54,875,512▲ $11,506,804
Investments in Publicly Traded Securities$6,647,280$10,323,811▲ $3,676,531
Cash and Non-Interest-Bearing Accounts$6,727,048$3,581,792▼ $3,145,256
Investments Other Securities$2,216,488$3,023,238▲ $806,750
Savings and Temporary Cash Investments$1,175,053$1,647,647▲ $472,594
Accounts Receivable$141,228$151,926▲ $10,698
Prepaid Expenses and Deferred Charges$53,782$142,115▲ $88,333
Total Assets$60,329,587$73,746,866▲ $13,417,279
Other Assets Total-$825-
Liabilities
Unsecured Notes Loans Payable$44,717,042$56,296,822▲ $11,579,780
Deferred Revenue$2,053,110$1,850,578▼ $202,532
Other Liabilities$322,587$420,814▲ $98,227
Accounts Payable and Accrued Expenses$265,784$268,294▲ $2,510
Total Liabilities$47,358,523$58,836,508▲ $11,477,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,971,064$14,910,358▲ $1,939,294
Total Net Assets Fund Balance$12,971,064$14,910,358▲ $1,939,294
Total Liabilities and Net Assets / Fund Balance$60,329,587$73,746,866▲ $13,417,279

Asset Categories

AssetBook ValueDepreciationBasis
Land$39,828,830-$39,828,830
Buildings$10,994,160$6,851,477$17,845,637
Leasehold Improvements$3,556,806$1,447,679$5,004,485
Other Land Buildings$406,433$835,576$1,242,009
Equipment$89,283$139,475$228,758
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne TaylorExecutive DirectorFT$401,659$25,405$427,064
Erica TaylorDirector of Business OperaFT$176,102$12,793$188,895
Christine SummervilleDirector of FinanceFT$178,028$6,759$184,787
Vanessa HatchDirector of Resident ServiPT$112,859$18,635$131,494

Board Members and Trustees

NameTitle
Lee C McdougalPresident
Gary LimonVice President
Michael LandaSecretary
Chester Britt IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Haven Management ServicesManagement1910 SOUTH ARCHIBALD SUITE S, Ontario, CA 91761$734,208
Jb Bostick PavingStreet Paving2870 E LA CRESTA AVE, Anaheim, CA 92806$287,884
Richmond ManagementManagement15750 ARROYO DRIVE 188, Moorpark, CA 93021$122,112
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,886,960
Investment Income
$576,384
Other Revenue
$613,434
Change in Net Assets
$1,908,579

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,028,374
Revenue Not Reported on Financial Statements
$48,404
Revenue Not Reported on Form 990
$30,715
Total Revenue per Audited Statements
$11,059,089
Total Revenue per Form 990
$11,076,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,175,637
Salaries, Compensation, and Employee Benefits$1,992,562
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,125,844--$2,125,844
Other Salaries and Wages$764,678$601,892-$1,366,570
Depreciation Depletion$674,554$54,221-$728,775
All Other Expenses$46,515$388,884-$435,399
Current Officers, Directors, Trustees, and Key Employees-$427,065-$427,065
Office Expenses$136,598$265,795-$402,393
Fees for Services Management$401,326--$401,326
Insurance$327,825$34,078-$361,903
Payroll Taxes$6,329$90,080-$96,409
Other Expenses$14,968$79,560-$94,528
Fees for Services Accounting$8,301$75,110-$83,411
Other Employee Benefits$3,452$58,170-$61,622
Fees for Services Legal$46,644$2,482-$49,126
Fees for Service Investment Mgmnt Fees-$48,404-$48,404
Pension Plan Contributions-$40,896-$40,896
Fees for Services Other$23,333--$23,333
Advertising-$6,253-$6,253
Total Functional Expenses$6,995,309$2,172,890$0$9,168,199

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,168,199
Expenses per Audited Statements$9,119,795
Total Expenses per Audited Statements$9,119,795
Expenses Not Reported on Financial Statements$48,404
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
Accrued Interest$309,445
Security Deposits$111,369

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndependent Cities Finance Authority2022-05-18$18,380,864REFUND PRIOR DEBT
CIndependent Cities Finance Authority2024-11-06$12,381,994CAPITAL PROJECT
BIndependent Cities Finance Authority2021-11-03$10,829,300REFUND PRIOR DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,380,864$17,742,818$300,000$270,450
C$12,381,994$13,717-$235,527
B$10,829,300$10,658,868-$170,432

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
Yes
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The executive director is the mother of the director of business operations.”

Form 990, Part VI, Section A, Line 3

“Organization entered into an agreement with a management company which operates under the direction of the board. Financial assets are controlled by fiscal agents and trustee not associated with the management.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the audit committee and entire board at a board meeting prior to filling the return.”

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

“Board members complete annual disclosure form at the annual meeting each year. The forms are reviewed and monitored by the executive director. If a conflict arises, the board member is asked to excuse himself from all discussions and votes on the issue.”

Form 990, Part VI, Section B, Line 15A

“Contract was negotiated based on comparable data and was reviewed by the compensation committee and approved by entire board and is substantiated in board minutes.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest policy are available in response to a written request.”

Filing and Contact Details

Filer

Filer Name
Augusta Homes
EIN
33-0852933
Phone
9099810192
Address
400 NORTH MOUNTAIN AVENUE SUITE 20, UPLAND, CA 91786

Signing Officer

Name
Suzanne Taylor
Title
Executive Director
Phone
9099810192
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Taylor
Formed
1999
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
7
Volunteers
0

Preparer

Firm
Soren Mcadam Llp
Address
2068 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Jason Lewis
Phone
9097982222
Raw XML AppendixShowing 400 of 804 raw XML fields

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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IRS990/ActivityOrMissionDesc0TO BE THE NON-PROFIT HOUSING ORGANIZATION OF CHOICE FOR RESIDENT CITIZENS, PRINCIPALS, INVESTORS AND PARTNERING AGENCIES BY COMMITTING TO PROVIDE STABLE, AFFORDABLE, AND COMMUNITY INTEGRATED HOUSING THROUGH ACQUISITION, PRESERVATION AND REHABILITATION.
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt425405
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt56759
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt612793
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt718635
IRS990/Form990PartVIISectionAGrp/PersonNm0CHESTER BRITT III
IRS990/Form990PartVIISectionAGrp/PersonNm1GARY LIMON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL LANDA
IRS990/Form990PartVIISectionAGrp/PersonNm3LEE C MCDOUGAL
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANNE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTINE SUMMERVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm6ERICA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7VANESSA HATCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4401659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5178028
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6176102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7112859
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF BUSINESS OPERA
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF RESIDENT SERVI
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-23222
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024338
IRS990/GrossReceiptsAmt011124338
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt034078
IRS990/InsuranceGrp/ProgramServicesAmt0327825
IRS990/InsuranceGrp/TotalAmt0361903
IRS990/InterestGrp/ProgramServicesAmt02125844
IRS990/InterestGrp/TotalAmt02125844
IRS990/InvestmentIncomeGrp/ExclusionAmt0599606
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0599606
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02216488
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03023238
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06647280
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010323811
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09274207
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043368708
IRS990/LandBldgEquipBasisNetGrp/EOYAmt054875512
IRS990/LandBldgEquipCostOrOtherBssAmt064149719
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt047560
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE THE NON-PROFIT HOUSING ORGANIZATION OF CHOICE FOR RESIDENT CITIZENS, PRINCIPALS, INVESTORS AND PARTNERING AGENCIES BY COMMITTING TO PROVIDE STABLE, AFFORDABLE, AND COMMUNITY INTEGRATED HOUSING THROUGH ACQUISITION, PRESERVATION AND REHABILITATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012971064
IRS990/NetAssetsOrFundBalancesEOYAmt014910358
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-23222
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23222
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030715
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012971064
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014910358
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0265795
IRS990/OfficeExpensesGrp/ProgramServicesAmt0136598
IRS990/OfficeExpensesGrp/TotalAmt0402393
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0825
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt058170
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03452
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061622
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OPERATING AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2RESIDENT RELATIONS
IRS990/OtherExpensesGrp/Desc3OTHER FEES/TAXES/LICENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079560
IRS990/OtherExpensesGrp/ProgramServicesAmt01751721
IRS990/OtherExpensesGrp/ProgramServicesAmt1536728
IRS990/OtherExpensesGrp/ProgramServicesAmt2126493
IRS990/OtherExpensesGrp/ProgramServicesAmt314968
IRS990/OtherExpensesGrp/TotalAmt01751721
IRS990/OtherExpensesGrp/TotalAmt1536728
IRS990/OtherExpensesGrp/TotalAmt2126493
IRS990/OtherExpensesGrp/TotalAmt394528
IRS990/OtherLiabilitiesGrp/BOYAmt0322587
IRS990/OtherLiabilitiesGrp/EOYAmt0420814
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0NON-OPERATING MGMT FEES
IRS990/OtherRevenueMiscGrp/Desc1SOLAR INCENTIVES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0388844
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1224590
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0388844
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1224590
IRS990/OtherRevenueTotalAmt0613434
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0601892
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0764678
IRS990/OtherSalariesAndWagesGrp/TotalAmt01366570
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt090080
IRS990/PayrollTaxesGrp/ProgramServicesAmt06329
IRS990/PayrollTaxesGrp/TotalAmt096409
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt040896
IRS990/PensionPlanContributionsGrp/TotalAmt040896
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0142115
IRS990/PrincipalOfficerNm0SUZANNE TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MGMT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09735726
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1151234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09735726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1151234
IRS990/ProgSrvcAccomActy2Grp/Desc0ASSET MANAGEMENT SERVICES PROVIDED TO THE CITY OF LA HABRA HOUSING AUTHORITY TO LESSEN THE BURDENS OF GOVERNMENT BY ASSISTING IN THE MANAGEMENT AND OPERTIONS OF TWO LOW-INCOME MOBILE HOME PARKS OWNED BY THE HOUSING AUTHORITY.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0151234
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM EXEMPT REVENUE INCLUDES MANAGEMENT FEE INCOME, INCOME FOR ASSET MANAGEMENT, AND INCENTIVE PAYMENTS.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0590212
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0460097
IRS990/PYOtherExpensesAmt06887584
IRS990/PYOtherRevenueAmt0617356
IRS990/PYProgramServiceRevenueAmt09343341
IRS990/PYRevenuesLessExpensesAmt01681288
IRS990/PYSalariesCompEmpBnftPaidAmt01851922
IRS990/PYTotalExpensesAmt08739506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010420794
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01908579
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09735726
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01175053
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01647647
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NON-OPERATING MGMT FEES - 2020 AMOUNT: $ 336,312. 2021 AMOUNT: $ 337,152. 2022 AMOUNT: $ 360,492. 2023 AMOUNT: $ 383,766. 2024 AMOUNT: $ 388,844. OTHER INCOME - 2020 AMOUNT: $ 392,927. 2021 AMOUNT: $ 145,261. 2022 AMOUNT: $ 296,856. 2023 AMOUNT: $ 381,782. 2024 AMOUNT: $ 375,824.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0599788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0440621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0259752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0149806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt090945
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01540912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09712504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09214625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08548253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07175966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08051545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042702893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0599788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0440621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0259752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0149806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt090945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01540912
IRS990ScheduleA/InvestmentIncomeCYPct00.03230
IRS990ScheduleA/InvestmentIncomePYPct00.02290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0764668
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0765548
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0657348
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0482413
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0729239
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03399216
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89630
IRS990ScheduleA/PublicSupportPY509Pct00.90930
IRS990ScheduleA/PublicSupportTotal509Amt042702893
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09712504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09214625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08548253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07175966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08051545
IRS990ScheduleA/Total509Grp/TotalAmt042702893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011076960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010420794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09465353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07808185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08871729
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047643021
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010994160
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06851477
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017845637
IRS990ScheduleD/EquipmentGrp/BookValueAmt089283
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0139475
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0228758
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt048404
IRS990ScheduleD/ExpensesSubtotalAmt09119795
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt048404
IRS990ScheduleD/InvestmentExpensesNotIncldAmt048404
IRS990ScheduleD/LandGrp/BookValueAmt039828830
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt039828830
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03556806
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01447679
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05004485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt030715

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