Civic Intelligence

Fiduciary Properties Inc

EIN 47-3286456 • 501(c)25 • Los Angeles, CA

Profile

Manage San Luis Obispo County Pension Trust's direct real estate holdings.

515 S Flower St 49th FloorLos Angeles, CA 90071

n/A

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

$5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

$5M-$10M nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$5M-$10M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2018

Asset Growth

3rd percentile

-50%

Faster asset growth than 3% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$7,033,166

Down $7,147,397 (-50%) from 2017

Liabilities

Down

$92,085

Down $48,247 (-34%) from 2017

Net Assets

Down

$6,941,081

Down $7,099,150 (-51%) from 2017

Operations
Liabilities / Revenue37th percentileNet Margin99th percentile

Revenue

Down

$3,257,483

Down $4,342,714 (-57%) from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Down

$3,257,483

Down $4,342,714 (-57%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$40M$30M$20M$10M$0Assets 2015: $33,703,629Liabilities 2015: $241,019Net Assets 2015: $33,462,6102015Assets 2016: $22,734,570Liabilities 2016: $222,463Net Assets 2016: $22,512,1072016Assets 2017: $14,180,563Liabilities 2017: $140,332Net Assets 2017: $14,040,2312017Assets 2018: $7,033,166Liabilities 2018: $92,085Net Assets 2018: $6,941,0812018

Highlighted filing

2018

Assets$7,033,166
Liabilities$92,085
Net Assets$6,941,081
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2015: $36,759Expenses 2015: $0Net Income 2015: $36,7592015Revenue 2016: $5,606,999Expenses 2016: $0Net Income 2016: $5,606,9992016Revenue 2017: $7,600,197Expenses 2017: $0Net Income 2017: $7,600,1972017Revenue 2018: $3,257,483Expenses 2018: $0Net Income 2018: $3,257,4832018

Highlighted filing

2018

Revenue$3,257,483
Expenses$0
Net Income$3,257,483
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,033,166
Liabilities
$92,085
Net assets
$6,941,081
Revenue
$3,257,483
Expenses
$0
Net income
$3,257,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$7.03$0.09$6.94$3.26$0.00$3.26
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.14$14.0$7.60$0.00$7.60
2016Detailed filing. Detailed filing data is available for this year.$22.7$0.22$22.5$5.61$0.00$5.61
2015Summary only. Only limited summary data is available for this year.$33.7$0.24$33.5$0.04$0.00$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$9,462,459
Mission and Program Overview

Mission

Manage San Luis Obispo County Pension Trust's direct real estate holdings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,237,853$28,711,044▲ $1,473,191
Land, Buildings, and Equipment, Net$13,565,319$6,744,492▼ $6,820,827
Savings and Temporary Cash Investments$333,518$135,537▼ $197,981
Cash and Non-Interest-Bearing Accounts$109,499$59,554▼ $49,945
Other Notes and Loans Receivable, Net$42,141$0▼ $42,141
Accounts Receivable$12,359$21,510▲ $9,151
Prepaid Expenses and Deferred Charges$13,046$6,565▼ $6,481
Cap Stk Tr Prin Current Funds$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$-13,197,622$-21,769,963▼ $8,572,341
Total Assets$14,180,563$7,033,166▼ $7,147,397
Other Assets Total$104,681$65,508▼ $39,173
Liabilities
Accounts Payable and Accrued Expenses$55,342$57,527▲ $2,185
Other Liabilities$68,923$29,547▼ $39,376
Deferred Revenue$16,067$5,011▼ $11,056
Total Liabilities$140,332$92,085▼ $48,247
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,040,231$6,941,081▼ $7,099,150
Total Liabilities and Net Assets / Fund Balance$14,180,563$7,033,166▼ $7,147,397

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,693,890--
Other Land Buildings$4,690--
Leasehold Improvements$45,912--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Stanley L IezmanChairman & CEO
Scott DarlingPresident & Secretary
Kirk HelgesonEVP/EMD, Investments
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,882,250
Other Revenue
$375,233
Change in Net Assets
$3,257,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$29,547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The sole stockholder is the San Luis Obispo County Pension Trust as they have the rights to receive the organization's profits and net assets upon the organization's dissolution. They also have complete authority to elect the Board of Directors and Officers.”

Form 990, Part VI, Section A, line 7A

“The sole stockholder, San Luis Obispo County Pension Trust, has complete authority to elect the Board of Directors and Officers.”

Form 990, Part VI, Section A, line 8B

“The organization does not have the necessity for and has not established a committee with authority to act on behalf of the governing body.”

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

“The fund controller reviews the draft of the Form 990 submitted by the tax preparer for reasonableness as well as adjusted balances prior to finalization and submission.”

Form 990, Part VI, Section C, line 19

“The governing documents are available upon request in writing for the same period of disclosure as set forth in IRC section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Fiduciary Properties Inc
EIN
47-3286456
Phone
2132335700
Address
515 S Flower St 49th Floor, Los Angeles, CA 90071

Signing Officer

Name
Scott Darling
Title
President & Secretary
Phone
2132335700
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Darling
Formed
2015
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
1 S Wacker Drive Ste 800, Chicago, IL 60606
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Contribution from San Luis Obispo County Pension Trust 100,000. Distribution to San Luis Obispo County Pension Trust -8,672,341.”

Raw XML Appendix327 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
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt08625000
IRS990/GrossReceiptsAmt09462459
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IRS990/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt06941081
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The sole stockholder is the San Luis Obispo County Pension Trust as they have the rights to receive the organization's profits and net assets upon the organization's dissolution. They also have complete authority to elect the Board of Directors and Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The sole stockholder, San Luis Obispo County Pension Trust, has complete authority to elect the Board of Directors and Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not have the necessity for and has not established a committee with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The fund controller reviews the draft of the Form 990 submitted by the tax preparer for reasonableness as well as adjusted balances prior to finalization and submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents are available upon request in writing for the same period of disclosure as set forth in IRC section 6104(d).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contribution from San Luis Obispo County Pension Trust 100,000. Distribution to San Luis Obispo County Pension Trust -8,672,341.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
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IRS990/USAddress/AddressLine1Txt0515 S Flower St 49th Floor
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090071
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Darling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02132335700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fiduciary Properties Inc
ReturnHeader/Filer/BusinessNameControlTxt0FIDU
ReturnHeader/Filer/EIN0473286456
ReturnHeader/Filer/PhoneNum02132335700
ReturnHeader/Filer/USAddress/AddressLine1Txt0515 S Flower St 49th Floor
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.132
ReturnHeader/FilingSecurityInformation/IPDt02019-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:03:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S Wacker Drive Ste 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebekuh Eley
ReturnHeader/ReturnTs02019-10-03T09:01:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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