Civic Intelligence

Augusta Homes

990 • Fiscal year 2022 • EIN 33-0852933

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 2023

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.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

5.08x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$409,530

Higher top officer pay than 59% of similar nonprofits.

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

64th percentile

4.0%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$59,287,185

Up $2,279,457 (+4.0%) from 2021

Net Assets

Up

$11,165,825

Up $318,525 (+2.9%) from 2021

Liabilities

Up

$48,121,360

Up $1,960,932 (+4.2%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin63rd percentile

Revenue

Up

$9,465,353

Up $1,657,168 (+21%) from 2021

Expenses

Up

$8,298,073

Up $605,345 (+7.9%) from 2021

Net Income

Up

$1,167,280

Up $1,051,823 (+911%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$59,287,185
Liabilities$48,121,360
Net Assets$11,165,825
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$9,465,353
Expenses$8,298,073
Net Income$1,167,280
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Gross Receipts
$9,515,798
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$42,219,318$43,803,189▲ $1,583,871
Investments in Publicly Traded Securities$4,543,000$5,908,693▲ $1,365,693
Cash and Non-Interest-Bearing Accounts$6,717,815$5,648,408▼ $1,069,407
Savings and Temporary Cash Investments$3,187,852$3,219,446▲ $31,594
Accounts Receivable$234,178$660,767▲ $426,589
Prepaid Expenses and Deferred Charges$105,016$46,682▼ $58,334
Total Assets$57,007,728$59,287,185▲ $2,279,457
Other Assets Total$549$0▼ $549
Liabilities
Unsecured Notes Loans Payable$45,437,455$45,250,137▼ $187,318
Deferred Revenue$42,331$2,295,296▲ $2,252,965
Other Liabilities$291,997$315,948▲ $23,951
Accounts Payable and Accrued Expenses$388,645$259,979▼ $128,666
Total Liabilities$46,160,428$48,121,360▲ $1,960,932
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,847,300$11,165,825▲ $318,525
Total Net Assets Fund Balance$10,847,300$11,165,825▲ $318,525
Total Liabilities and Net Assets / Fund Balance$57,007,728$59,287,185▲ $2,279,457

Asset Categories

AssetBook ValueDepreciationBasis
Land$34,900,830-$34,900,830
Buildings$5,234,027$6,021,324$11,255,351
Leasehold Improvements$2,819,446$1,111,362$3,930,808
Other Land Buildings$750,027$810,031$1,560,058
Equipment$98,859$90,340$189,199
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne TaylorExecutive DirectorPT$387,206$22,324$409,530
Erica TaylorDirector of Business OperaFT$148,094$10,593$158,687
Christine SummervilleDirector of FinanceFT$145,321$6,388$151,709
Vanessa HatchDirector of Resident ServiPT$104,714$13,146$117,860

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Danny Tenhet (california Mobile Home SerTransport & Home Services25317 RD 84, Tulare, CA 93274$446,200
Haven Management ServicesManagement1910 SOUTH ARCHIBALD SUITE S, Ontario, CA 91761$183,096
Richmond ManagementManagement15750 ARROYO DRIVE 188, Moorpark, CA 93021$169,068
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,641,868
Investment Income
$302,419
Other Revenue
$521,066
Change in Net Assets
$1,167,280

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,425,464
Revenue Not Reported on Financial Statements
$39,889
Revenue Not Reported on Form 990
$-848,755
Total Revenue per Audited Statements
$8,576,709
Total Revenue per Form 990
$9,465,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,612,314
Salaries, Compensation, and Employee Benefits$1,685,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,121,890--$2,121,890
Other Salaries and Wages$661,968$494,829-$1,156,797
Depreciation Depletion$553,056$53,971-$607,027
Current Officers, Directors, Trustees, and Key Employees-$409,530-$409,530
Fees for Services Management$352,164--$352,164
Office Expenses$111,119$229,339-$340,458
Insurance$228,214$20,781-$248,995
All Other Expenses$106,886$30,232-$137,118
Other Expenses$118,928$360,492-$118,928
Fees for Services Accounting$5,958$58,977-$64,935
Payroll Taxes$4,448$53,531-$57,979
Fees for Service Investment Mgmnt Fees-$39,889-$39,889
Other Employee Benefits$2,348$29,084-$31,432
Pension Plan Contributions-$30,021-$30,021
Fees for Services Legal$21,185$8,279-$29,464
Fees for Services Other$22,688$-2,250-$20,438
Advertising-$7,668-$7,668
Total Functional Expenses$6,473,700$1,824,373$0$8,298,073

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,298,073
Expenses per Audited Statements$8,258,184
Total Expenses per Audited Statements$8,258,184
Expenses Not Reported on Financial Statements$39,889
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$233,502
Security Deposits$82,446

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndependent Cities Finance Authority2022-05-18$18,380,864REFUND PRIOR DEBT
BIndependent Cities Finance Authority2021-11-03$10,829,300REFUND PRIOR DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,380,864$17,742,818$95,000$270,450
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
Yes
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 A, Line 4

“Governing documents were updated to perform basic updates and clean-up to document language and procedures.”

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
2023-08-31
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
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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/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/SecuritiesAmt042667
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt093112
IRS990/GrossReceiptsAmt09515798
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt020781
IRS990/InsuranceGrp/ProgramServicesAmt0228214
IRS990/InsuranceGrp/TotalAmt0248995
IRS990/InterestGrp/ProgramServicesAmt02121890
IRS990/InterestGrp/TotalAmt02121890
IRS990/InvestmentIncomeGrp/ExclusionAmt0259752
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0259752
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04543000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05908693
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08033057
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042219318
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043803189
IRS990/LandBldgEquipCostOrOtherBssAmt051836246
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050445
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/NetAssetsOrFundBalancesBOYAmt010847300
IRS990/NetAssetsOrFundBalancesEOYAmt011165825
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt042667
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-848755
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010847300
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011165825
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0229339
IRS990/OfficeExpensesGrp/ProgramServicesAmt0111119
IRS990/OfficeExpensesGrp/TotalAmt0340458
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0549
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029084
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02348
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031432
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OPERATING AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2RESIDENT RELATIONS
IRS990/OtherExpensesGrp/Desc3OTHER FEES/TAXES/LICENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0360492
IRS990/OtherExpensesGrp/ProgramServicesAmt01527444
IRS990/OtherExpensesGrp/ProgramServicesAmt1577760
IRS990/OtherExpensesGrp/ProgramServicesAmt257644
IRS990/OtherExpensesGrp/ProgramServicesAmt3118928
IRS990/OtherExpensesGrp/TotalAmt01527444
IRS990/OtherExpensesGrp/TotalAmt1577760
IRS990/OtherExpensesGrp/TotalAmt2418136
IRS990/OtherExpensesGrp/TotalAmt3118928
IRS990/OtherLiabilitiesGrp/BOYAmt0291997
IRS990/OtherLiabilitiesGrp/EOYAmt0315948
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0NON-OPERATING MGMT FEE
IRS990/OtherRevenueMiscGrp/Desc1SOLAR INCENTIVES
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0360492
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1117762
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt242812
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0360492
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1117762
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt242812
IRS990/OtherRevenueTotalAmt0521066
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0494829
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0661968
IRS990/OtherSalariesAndWagesGrp/TotalAmt01156797
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053531
IRS990/PayrollTaxesGrp/ProgramServicesAmt04448
IRS990/PayrollTaxesGrp/TotalAmt057979
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt030021
IRS990/PensionPlanContributionsGrp/TotalAmt030021
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105016
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046682
IRS990/PrincipalOfficerNm0SUZANNE TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MGMT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08505586
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1136282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08505586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1136282
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/RevenueAmt0136282
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM EXEMPT REVENUE INCLUDES INVESTMENT INCOME, INCOME FOR ASSET MANAGEMENT, AND INCENTIVE PAYMENTS.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0563733
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-817549
IRS990/PYOtherExpensesAmt06139593
IRS990/PYOtherRevenueAmt0337152
IRS990/PYProgramServiceRevenueAmt08288582
IRS990/PYRevenuesLessExpensesAmt0115457
IRS990/PYSalariesCompEmpBnftPaidAmt01553135
IRS990/PYTotalExpensesAmt07692728
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07808185
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01167280
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08505586
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03187852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03219446
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NON-OPERATING MGMT FEES - 2018 AMOUNT: $ 286,404. 2019 AMOUNT: $ 288,204. 2020 AMOUNT: $ 336,312. 2021 AMOUNT: $ 337,152. 2022 AMOUNT: $ 360,492. OTHER INCOME - 2018 AMOUNT: $ 1,445. 2019 AMOUNT: $ 133,045. 2020 AMOUNT: $ 392,927. 2021 AMOUNT: $ 145,261. 2022 AMOUNT: $ 296,856.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0259752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0149806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt090945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt093989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0123922
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0718414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08548253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07175966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08051545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08040693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07744622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039561079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0259752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0149806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt090945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt093989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0123922
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0718414
IRS990ScheduleA/InvestmentIncomeCYPct00.01680
IRS990ScheduleA/InvestmentIncomePYPct00.01250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0657348
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0482413
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0729239
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0421249
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0287849
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02578098
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92310
IRS990ScheduleA/PublicSupportPY509Pct00.93620
IRS990ScheduleA/PublicSupportTotal509Amt039561079
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08548253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07175966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08051545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08040693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07744622
IRS990ScheduleA/Total509Grp/TotalAmt039561079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09465353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07808185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08871729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08555931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08156393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt042857591
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05234027
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06021324
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011255351
IRS990ScheduleD/EquipmentGrp/BookValueAmt098859
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090340
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0189199
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt039889
IRS990ScheduleD/ExpensesSubtotalAmt08258184
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt039889
IRS990ScheduleD/InvestmentExpensesNotIncldAmt039889
IRS990ScheduleD/LandGrp/BookValueAmt034900830
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034900830

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,287,185
Liabilities
$48,121,360
Net assets
$11,165,825
Revenue
$9,465,353
Expenses
$8,298,073
Net income
$1,167,280
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