Civic Intelligence

Augusta Homes

990 • Fiscal year 2020 • EIN 33-0852933

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 13, 2021

Organization ProfileWWW.AUGUSTACOMMUNITIES.ORG

View Organization Page

400 North Mountain Avenue Suite 20Upland, CA 91786

(909) 981-0192

Siviq Scores

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

Liabilities / Assets

85th percentile

0.80x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

4.80x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$329,232

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

30th percentile

0.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

3.2%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$53,312,746

Up $431,699 (+0.8%) from 2019

Net Assets

Up

$10,860,275

Up $1,059,863 (+11%) from 2019

Liabilities

Down

$42,452,471

Down $628,164 (-1.5%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin68th percentile

Revenue

Up

$8,840,707

Up $272,037 (+3.2%) from 2019

Expenses

Up

$7,811,866

Up $244,018 (+3.2%) from 2019

Net Income

Up

$1,028,841

Up $28,019 (+2.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2020

Assets$53,312,746
Liabilities$42,452,471
Net Assets$10,860,275
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$8,840,707
Expenses$7,811,866
Net Income$1,028,841
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 13, 2021
Return Version
2020v4.1
Gross Receipts
$8,840,707
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$42,096,198$42,241,412▲ $145,214
Savings and Temporary Cash Investments$6,162,165$4,248,025▼ $1,914,140
Investments in Publicly Traded Securities$1,988,311$3,318,420▲ $1,330,109
Cash and Non-Interest-Bearing Accounts$1,526,100$2,303,088▲ $776,988
Investments Other Securities$1,010,960$1,010,960→ $0
Prepaid Expenses and Deferred Charges$29,510$101,910▲ $72,400
Accounts Receivable$67,254$88,382▲ $21,128
Total Assets$52,881,047$53,312,746▲ $431,699
Other Assets Total$549$549→ $0
Liabilities
Unsecured Notes Loans Payable$42,081,295$41,688,092▼ $393,203
Other Liabilities$819,090$478,602▼ $340,488
Accounts Payable and Accrued Expenses$165,831$254,358▲ $88,527
Deferred Revenue$14,419$31,419▲ $17,000
Total Liabilities$43,080,635$42,452,471▼ $628,164
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,800,412$10,860,275▲ $1,059,863
Total Net Assets Fund Balance$9,800,412$10,860,275▲ $1,059,863
Total Liabilities and Net Assets / Fund Balance$52,881,047$53,312,746▲ $431,699

Asset Categories

AssetBook ValueDepreciationBasis
Land$34,900,830-$34,900,830
Buildings$4,696,137$5,427,169$10,123,306
Leasehold Improvements$2,266,461$714,624$2,981,085
Other Land Buildings$286,415$792,268$1,078,683
Equipment$91,569$41,969$133,538
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleOtherTotal
Christine SummervilleDirector of Finance$124,213$124,213

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Haven Management ServicesManagement1910 SOUTH ARCHIBALD SUITE S, Ontario, CA 91761$170,652
RichmondManagement15750 ARROYO DRIVE 188, Moorpark, CA 93021$155,964
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,108,200
Investment Income
$396,195
Other Revenue
$336,312
Change in Net Assets
$1,028,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,840,707
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$31,022
Total Revenue per Audited Statements
$8,871,729
Total Revenue per Form 990
$8,840,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,308,116
Salaries, Compensation, and Employee Benefits$1,503,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,070,507--$2,070,507
Other Salaries and Wages$582,458$553,775-$1,136,233
Depreciation Depletion$480,591$128,010-$608,601
All Other Expenses$100,348$317,654-$418,002
Fees for Services Management$326,616--$326,616
Current Officers, Directors, Trustees, and Key Employees-$307,668-$307,668
Office Expenses$88,406$89,004-$177,410
Insurance$101,754$19,758-$121,512
Other Expenses$117,386$336,313-$117,386
Fees for Services Legal$35,577$60,415-$95,992
Fees for Services Accounting$15,413$48,250-$63,663
Payroll Taxes$18,861$18,660-$37,521
Fees for Services Other$20,730$7,957-$28,687
Other Employee Benefits$6,600$6,232-$12,832
Pension Plan Contributions-$9,496-$9,496
Advertising-$3,722-$3,722
Total Functional Expenses$5,904,952$1,906,914$0$7,811,866

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,811,866
Total Expenses per Audited Statements$7,811,866
Total Expenses per Form 990$7,811,866
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
Accrued Interest$406,972
Security Deposits$71,630

Bond Issues

BondIssuerIssuedIssue PricePurpose
BIndependent Cities Finance Authority2012-08-07$20,532,788Refunding & capital improvements
ACity of Moorpark2011-05-31$12,771,368REFUND PRIOR DEBT
CIndependent Cities Finance Authority2016-01-07$11,115,381CAPITAL PROJECT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$20,538,457$17,894,432$2,635,000$402,500
A$12,846,457$11,872,997$2,015,000$147,534
C$11,124,831-$605,000$215,270

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
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 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
2021-08-13
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
8
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 718 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0165831
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0254358
IRS990/AccountsReceivableGrp/BOYAmt067254
IRS990/AccountsReceivableGrp/EOYAmt088382
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03722
IRS990/AdvertisingGrp/TotalAmt03722
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0317654
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0100348
IRS990/AllOtherExpensesGrp/TotalAmt0418002
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUZANNE TAYLOR
IRS990/BooksInCareOfDetail/PhoneNum09099810192
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 N MOUNTAIN AVE SUITE 205
IRS990/BooksInCareOfDetail/USAddress/CityNm0UPLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091786
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01526100
IRS990/CashNonInterestBearingGrp/EOYAmt02303088
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0307668
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0307668
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0170652
IRS990/ContractorCompensationGrp/CompensationAmt1155964
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01910 SOUTH ARCHIBALD SUITE S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt115750 ARROYO DRIVE 188
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ONTARIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MOORPARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091761
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd193021
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HAVEN MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1RICHMOND
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0396195
IRS990/CYOtherExpensesAmt06308116
IRS990/CYOtherRevenueAmt0336312
IRS990/CYProgramServiceRevenueAmt08108200
IRS990/CYRevenuesLessExpensesAmt01028841
IRS990/CYSalariesCompEmpBnftPaidAmt01503750
IRS990/CYTotalExpensesAmt07811866
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08840707
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt014419
IRS990/DeferredRevenueGrp/EOYAmt031419
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0128010
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0480591
IRS990/DepreciationDepletionGrp/TotalAmt0608601
IRS990/Desc0ACQUISITION, REHABILITATION AND OPERATION OF 6 MOBILE HOME PARKS: VALLEY VIEW, VILLA MONTCLAIR, MONTEREY MANOR, HACIENDA, MOONEY GROVE AND VILLA DEL ARROYO.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt05783874
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt048250
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt015413
IRS990/FeesForServicesAccountingGrp/TotalAmt063663
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt060415
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt035577
IRS990/FeesForServicesLegalGrp/TotalAmt095992
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0326616
IRS990/FeesForServicesManagementGrp/TotalAmt0326616
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07957
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020730
IRS990/FeesForServicesOtherGrp/TotalAmt028687
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt430.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt421544
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt54974
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/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4307688
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5119239
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0242786
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0242786
IRS990/GrossReceiptsAmt08840707
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt019758
IRS990/InsuranceGrp/ProgramServicesAmt0101754
IRS990/InsuranceGrp/TotalAmt0121512
IRS990/InterestGrp/ProgramServicesAmt02070507
IRS990/InterestGrp/TotalAmt02070507
IRS990/InvestmentIncomeGrp/ExclusionAmt0153409
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0153409
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01010960
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01010960
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01988311
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03318420
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06976030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042096198
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042241412
IRS990/LandBldgEquipCostOrOtherBssAmt049217442
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt09800412
IRS990/NetAssetsOrFundBalancesEOYAmt010860275
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0242786
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0242786
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031022
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09800412
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010860275
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089004
IRS990/OfficeExpensesGrp/ProgramServicesAmt088406
IRS990/OfficeExpensesGrp/TotalAmt0177410
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0549
IRS990/OtherAssetsTotalGrp/EOYAmt0549
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06232
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06600
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012832
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OPERATING AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2RESIDENT RELATIONS
IRS990/OtherExpensesGrp/Desc3OTHER FEES/TAXES/LICENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0336313
IRS990/OtherExpensesGrp/ProgramServicesAmt01381668
IRS990/OtherExpensesGrp/ProgramServicesAmt1527438
IRS990/OtherExpensesGrp/ProgramServicesAmt230599
IRS990/OtherExpensesGrp/ProgramServicesAmt3117386
IRS990/OtherExpensesGrp/TotalAmt01381668
IRS990/OtherExpensesGrp/TotalAmt1527438
IRS990/OtherExpensesGrp/TotalAmt2366912
IRS990/OtherExpensesGrp/TotalAmt3117386
IRS990/OtherLiabilitiesGrp/BOYAmt0819090
IRS990/OtherLiabilitiesGrp/EOYAmt0478602
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NON-OPERATING MGMT FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0336312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0336312
IRS990/OtherRevenueTotalAmt0336312
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0553775
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0582458
IRS990/OtherSalariesAndWagesGrp/TotalAmt01136233
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018660
IRS990/PayrollTaxesGrp/ProgramServicesAmt018861
IRS990/PayrollTaxesGrp/TotalAmt037521
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09496
IRS990/PensionPlanContributionsGrp/TotalAmt09496
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029510
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101910
IRS990/PrincipalOfficerNm0SUZANNE TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MGMT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07975180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07975180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133020
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/RevenueAmt0392927
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM EXEMPT PURPOSE REVENUE INCLUDES INVESTMENT INCOME AND INCOME FOR ASSET MANAGEMENT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0121078
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0320191
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0331363
IRS990/PYOtherExpensesAmt06162791
IRS990/PYOtherRevenueAmt0288204
IRS990/PYProgramServiceRevenueAmt07949103
IRS990/PYRevenuesLessExpensesAmt01000822
IRS990/PYSalariesCompEmpBnftPaidAmt01405057
IRS990/PYTotalExpensesAmt07567848
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08568670
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01028841
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07974180
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06162165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04248025
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NON-OPERATING MGMT FEES - 2016 AMOUNT: $ 195,708. 2017 AMOUNT: $ 200,568. 2018 AMOUNT: $ 286,404. 2019 AMOUNT: $ 288,204. 2020 AMOUNT: $ 336,312. OTHER INCOME - 2018 AMOUNT: $ 1,445. 2019 AMOUNT: $ 133,045. 2020 AMOUNT: $ 392,927.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt090945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt093989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0123922
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036009
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0402271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08051545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08040693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07744622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07714365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07646154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039197379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt090945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt093989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0123922
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0402271
IRS990ScheduleA/InvestmentIncomeCYPct00.00970
IRS990ScheduleA/InvestmentIncomePYPct00.00880
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0729239
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0421249
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0287849
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0200568
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0195708
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01834613
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94600
IRS990ScheduleA/PublicSupportPY509Pct00.95850
IRS990ScheduleA/PublicSupportTotal509Amt039197379
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08051545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08040693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07744622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07714365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07646154
IRS990ScheduleA/Total509Grp/TotalAmt039197379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08871729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08555931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08156393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07972339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07877871
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041434263
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04696137
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05427169
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010123306
IRS990ScheduleD/EquipmentGrp/BookValueAmt091569
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041969
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0133538
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07811866
IRS990ScheduleD/LandGrp/BookValueAmt034900830
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034900830
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02266461
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0714624
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02981085
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031022
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0286415
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0792268
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01078683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1406972
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/RevenueNotReportedAmt031022
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08840707
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042241412
IRS990ScheduleD/TotalExpensesPerForm990Amt07811866
IRS990ScheduleD/TotalLiabilityAmt0478602
IRS990ScheduleD/TotalRevenuePerForm990Amt08840707
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08871729
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07811866
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,312,746
Liabilities
$42,452,471
Net assets
$10,860,275
Revenue
$8,840,707
Expenses
$7,811,866
Net income
$1,028,841
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