Civic Intelligence

Augusta Homes

990 • Fiscal year 2021 • EIN 33-0852933

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

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

87th percentile

0.81x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

5.91x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

25th percentile

1.5%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$335,458

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

36th percentile

6.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$57,007,728

Up $3,694,982 (+6.9%) from 2020

Net Assets

Down

$10,847,300

Down $12,975 (-0.1%) from 2020

Liabilities

Up

$46,160,428

Up $3,707,957 (+8.7%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin25th percentile

Revenue

Down

$7,808,185

Down $1,032,522 (-12%) from 2020

Expenses

Down

$7,692,728

Down $119,138 (-1.5%) from 2020

Net Income

Down

$115,457

Down $913,384 (-89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$57,007,728
Liabilities$46,160,428
Net Assets$10,847,300
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$7,808,185
Expenses$7,692,728
Net Income$115,457
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.2
Gross Receipts
$8,828,157
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$42,241,412$42,219,318▼ $22,094
Cash and Non-Interest-Bearing Accounts$2,303,088$6,717,815▲ $4,414,727
Investments in Publicly Traded Securities$3,318,420$4,543,000▲ $1,224,580
Savings and Temporary Cash Investments$4,248,025$3,187,852▼ $1,060,173
Investments Other Securities$1,010,960--
Accounts Receivable$88,382$234,178▲ $145,796
Prepaid Expenses and Deferred Charges$101,910$105,016▲ $3,106
Total Assets$53,312,746$57,007,728▲ $3,694,982
Other Assets Total$549$549→ $0
Liabilities
Unsecured Notes Loans Payable$41,688,092$45,437,455▲ $3,749,363
Accounts Payable and Accrued Expenses$254,358$388,645▲ $134,287
Other Liabilities$478,602$291,997▼ $186,605
Deferred Revenue$31,419$42,331▲ $10,912
Total Liabilities$42,452,471$46,160,428▲ $3,707,957
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,860,275$10,847,300▼ $12,975
Total Net Assets Fund Balance$10,860,275$10,847,300▼ $12,975
Total Liabilities and Net Assets / Fund Balance$53,312,746$57,007,728▲ $3,694,982

Asset Categories

AssetBook ValueDepreciationBasis
Land$34,900,830-$34,900,830
Buildings$4,491,924$5,660,369$10,152,293
Leasehold Improvements$2,592,174$953,381$3,545,555
Other Land Buildings$155,342$796,612$951,954
Equipment$79,048$69,638$148,686
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Erica TaylorDirector of Business OperationsFT$147,508$147,508
Christine SummervilleDirector of FinanceFT$147,136$147,136
Vanessa HatchDirector of Resident ServicesPT$109,377$109,377

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$177,996
Richmond ManagementManagement15750 ARROYO DRIVE 188, Moorpark, CA 93021$159,180
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,288,582
Investment Income
$-817,549
Other Revenue
$337,152
Change in Net Assets
$115,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,786,891
Revenue Not Reported on Financial Statements
$21,294
Revenue Not Reported on Form 990
$-128,432
Total Revenue per Audited Statements
$7,658,459
Total Revenue per Form 990
$7,808,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,139,593
Salaries, Compensation, and Employee Benefits$1,553,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,958,892--$1,958,892
Other Salaries and Wages$626,263$581,290-$1,207,553
Depreciation Depletion$509,566$84,170-$593,736
Fees for Services Management$337,176--$337,176
Current Officers, Directors, Trustees, and Key Employees-$313,763-$313,763
All Other Expenses$99,150$193,546-$292,696
Insurance$185,654$28,363-$214,017
Office Expenses$89,097$96,725-$185,822
Fees for Services Legal$93,392$21,906-$115,298
Other Expenses$110,041$337,152-$110,041
Fees for Services Accounting$10,203$52,070-$62,273
Fees for Services Other$19,775$12,330-$32,105
Fees for Service Investment Mgmnt Fees-$21,294-$21,294
Payroll Taxes$10,987$9,999-$20,986
Advertising-$11,029-$11,029
Pension Plan Contributions-$5,567-$5,567
Other Employee Benefits$1,550$3,716-$5,266
Total Functional Expenses$5,919,808$1,772,920$0$7,692,728

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,692,728
Expenses per Audited Statements$7,671,434
Total Expenses per Audited Statements$7,671,434
Expenses Not Reported on Financial Statements$21,294
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$205,907
Security Deposits$86,090

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndependent Cities Finance Authority2012-08-07$20,532,788Refunding & capital improvements
BIndependent Cities Finance Authority2021-11-03$10,829,300REFUND PRIOR DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$20,538,457$17,894,432$2,980,000$402,500
B$10,829,300$10,658,868-$170,432

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
No
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
2022-10-06
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
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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/TitleTxt6DIRECTOR OF BUSINESS OPERATIONS
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IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052617
IRS990/GrossReceiptsAmt08828157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt028363
IRS990/InsuranceGrp/ProgramServicesAmt0185654
IRS990/InsuranceGrp/TotalAmt0214017
IRS990/InterestGrp/ProgramServicesAmt01958892
IRS990/InterestGrp/TotalAmt01958892
IRS990/InvestmentIncomeGrp/ExclusionAmt0149806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0149806
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01010960
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03318420
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04543000
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07480000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042241412
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042219318
IRS990/LandBldgEquipCostOrOtherBssAmt049699318
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01019972
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/NetAssetsOrFundBalancesBOYAmt010860275
IRS990/NetAssetsOrFundBalancesEOYAmt010847300
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-967355
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-967355
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-128432
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010860275
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010847300
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt096725
IRS990/OfficeExpensesGrp/ProgramServicesAmt089097
IRS990/OfficeExpensesGrp/TotalAmt0185822
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0549
IRS990/OtherAssetsTotalGrp/EOYAmt0549
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03716
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01550
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05266
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OPERATING AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2RESIDENT RELATIONS
IRS990/OtherExpensesGrp/Desc3OTHER FEES/TAXES/LICENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0337152
IRS990/OtherExpensesGrp/ProgramServicesAmt01289623
IRS990/OtherExpensesGrp/ProgramServicesAmt1554284
IRS990/OtherExpensesGrp/ProgramServicesAmt224155
IRS990/OtherExpensesGrp/ProgramServicesAmt3110041
IRS990/OtherExpensesGrp/TotalAmt01289623
IRS990/OtherExpensesGrp/TotalAmt1554284
IRS990/OtherExpensesGrp/TotalAmt2361307
IRS990/OtherExpensesGrp/TotalAmt3110041
IRS990/OtherLiabilitiesGrp/BOYAmt0478602
IRS990/OtherLiabilitiesGrp/EOYAmt0291997
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NON-OPERATING MGMT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0337152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0337152
IRS990/OtherRevenueTotalAmt0337152
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0581290
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0626263
IRS990/OtherSalariesAndWagesGrp/TotalAmt01207553
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09999
IRS990/PayrollTaxesGrp/ProgramServicesAmt010987
IRS990/PayrollTaxesGrp/TotalAmt020986
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05567
IRS990/PensionPlanContributionsGrp/TotalAmt05567
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101910
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105016
IRS990/PrincipalOfficerNm0SUZANNE TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MGMT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08143321
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145261
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08143321
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145261
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/RevenueAmt0145261
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM EXEMPT REVENUE INCLUDES INVESTMENT INCOME AND INCOME FOR ASSET MANAGEMENT. AMOUNT ENDED IN A NEGATIVE POSITION IN THE CURRENT YEAR DUE TO THE LOSS ON THE BOND DISCOUNT OR PREMIUM.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0-630203
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0396195
IRS990/PYOtherExpensesAmt06308116
IRS990/PYOtherRevenueAmt0336312
IRS990/PYProgramServiceRevenueAmt08108200
IRS990/PYRevenuesLessExpensesAmt01028841
IRS990/PYSalariesCompEmpBnftPaidAmt01503750
IRS990/PYTotalExpensesAmt07811866
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08840707
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0115457
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08143321
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04248025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03187852
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NON-OPERATING MGMT FEES - 2017 AMOUNT: $ 200,568. 2018 AMOUNT: $ 286,404. 2019 AMOUNT: $ 288,204. 2020 AMOUNT: $ 336,312. 2021 AMOUNT: $ 337,152. OTHER INCOME - 2018 AMOUNT: $ 1,445. 2019 AMOUNT: $ 133,045. 2020 AMOUNT: $ 392,927. 2021 AMOUNT: $ 145,261.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0149806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt090945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt093989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0123922
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057406
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0516068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07175966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08051545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08040693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07744622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07714365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038727191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0149806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt090945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt093989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0123922
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0516068
IRS990ScheduleA/InvestmentIncomeCYPct00.01250
IRS990ScheduleA/InvestmentIncomePYPct00.00970
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0482413
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0729239
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0421249
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0287849
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0200568
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02121318
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93620
IRS990ScheduleA/PublicSupportPY509Pct00.94600
IRS990ScheduleA/PublicSupportTotal509Amt038727191
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07175966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08051545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08040693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07744622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07714365
IRS990ScheduleA/Total509Grp/TotalAmt038727191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07808185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08871729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08555931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08156393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07972339
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041364577
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04491924
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05660369
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010152293
IRS990ScheduleD/EquipmentGrp/BookValueAmt079048
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069638
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148686
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021294
IRS990ScheduleD/ExpensesSubtotalAmt07671434
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021294
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021294
IRS990ScheduleD/LandGrp/BookValueAmt034900830
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034900830
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02592174
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0953381
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03545555
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-128432
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0155342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0796612
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0951954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt086090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1205907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/RevenueNotReportedAmt0-128432
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt021294
IRS990ScheduleD/RevenueSubtotalAmt07786891

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,007,728
Liabilities
$46,160,428
Net assets
$10,847,300
Revenue
$7,808,185
Expenses
$7,692,728
Net income
$115,457
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