Civic Intelligence

Resident Owned Parks Inc Group Return

990 • Fiscal year 2020 • EIN 47-3480410

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

Organization Profilewww.residentownedparks.com
7420 Greenhaven Drive Suite 125Sacramento, CA 95831

(916) 399-4993

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.99x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

10.19x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

8th percentile

$96,050

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

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

Asset Growth

86th percentile

32%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$61,528,178

Up $14,788,534 (+32%) from 2019

Net Assets

Up

$406,991

Up $402,869 (+9774%) from 2019

Liabilities

Up

$61,121,187

Up $14,385,665 (+31%) from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin58th percentile

Revenue

Up

$5,998,949

Up $1,149,496 (+24%) from 2019

Expenses

Up

$5,596,080

Up $1,147,173 (+26%) from 2019

Net Income

Up

$402,869

Up $2,323 (+0.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80M$60M$40M$20M$0-$20MAssets 2011: $42,823,468Liabilities 2011: $43,652,445Net Assets 2011: -$828,9772011Assets 2012: $53,186,717Liabilities 2012: $53,864,817Net Assets 2012: -$678,1002012Assets 2013: $57,493,793Liabilities 2013: $58,133,408Net Assets 2013: -$639,6152013Assets 2014: $57,301,994Liabilities 2014: $57,910,724Net Assets 2014: -$608,7302014Assets 2015: $56,640,223Liabilities 2015: $57,319,129Net Assets 2015: -$678,9062015Assets 2016: $55,835,059Liabilities 2016: $56,345,604Net Assets 2016: -$510,5452016Assets 2017: $53,022,202Liabilities 2017: $52,382,952Net Assets 2017: $639,2502017Assets 2018: $43,523,425Liabilities 2018: $43,804,766Net Assets 2018: -$281,3412018Assets 2019: $46,739,644Liabilities 2019: $46,735,522Net Assets 2019: $4,1222019Assets 2020: $61,528,178Liabilities 2020: $61,121,187Net Assets 2020: $406,9912020Assets 2021: $73,117,856Liabilities 2021: $71,954,037Net Assets 2021: $1,163,8192021Assets 2022: $35,297,780Liabilities 2022: $32,969,191Net Assets 2022: $2,328,5892022Assets 2023: $36,112,477Liabilities 2023: $32,871,114Net Assets 2023: $3,241,3632023Assets 2024: $36,507,094Liabilities 2024: $32,223,798Net Assets 2024: $4,283,2962024

Highlighted filing

2020

Assets$61,528,178
Liabilities$61,121,187
Net Assets$406,991
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,555,360Expenses 2011: $4,617,997Net Income 2011: -$62,6372011Revenue 2012: $5,300,199Expenses 2012: $5,149,322Net Income 2012: $150,8772012Revenue 2013: $6,762,562Expenses 2013: $6,737,499Net Income 2013: $25,0632013Revenue 2014: $7,217,102Expenses 2014: $7,478,428Net Income 2014: -$261,3262014Revenue 2015: $7,034,741Expenses 2015: $7,266,439Net Income 2015: -$231,6982015Revenue 2016: $7,375,125Expenses 2016: $7,395,608Net Income 2016: -$20,4832016Revenue 2017: $8,458,196Expenses 2017: $7,308,401Net Income 2017: $1,149,7952017Revenue 2018: $5,095,847Expenses 2018: $4,341,350Net Income 2018: $754,4972018Revenue 2019: $4,849,453Expenses 2019: $4,448,907Net Income 2019: $400,5462019Revenue 2020: $5,998,949Expenses 2020: $5,596,080Net Income 2020: $402,8692020Revenue 2021: $8,641,383Expenses 2021: $7,613,435Net Income 2021: $1,027,9482021Revenue 2022: $5,500,262Expenses 2022: $4,685,264Net Income 2022: $814,9982022Revenue 2023: $5,602,111Expenses 2023: $4,689,339Net Income 2023: $912,7722023Revenue 2024: $5,579,477Expenses 2024: $4,537,544Net Income 2024: $1,041,9332024

Highlighted filing

2020

Revenue$5,998,949
Expenses$5,596,080
Net Income$402,869
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.0
Gross Receipts
$5,998,949
Mission and Program Overview

Mission

To preserve affordable housing, including the development and preservation of affordable mobilehome park and manufactured housing community living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,024,477$44,391,748▲ $7,367,271
Savings and Temporary Cash Investments$3,439,638$7,963,051▲ $4,523,413
Intangible Assets$4,723,141$7,677,864▲ $2,954,723
Cash and Non-Interest-Bearing Accounts$1,429,686$1,142,696▼ $286,990
Accounts Receivable$31,621$111,270▲ $79,649
Prepaid Expenses and Deferred Charges$84,079$73,336▼ $10,743
Investments Program Related$7,000$34,543▲ $27,543
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$46,739,644$61,528,178▲ $14,788,534
Other Assets Total$2$133,670▲ $133,668
Liabilities
Tax Exempt Bond Liabilities$31,705,000$46,205,000▲ $14,500,000
Mortgage Notes Payable Secured by Investment Property$13,371,005$13,124,529▼ $246,476
Deferred Revenue$1,009,655$950,414▼ $59,241
Other Liabilities$407,973$492,311▲ $84,338
Accounts Payable and Accrued Expenses$241,889$348,933▲ $107,044
Total Liabilities$46,735,522$61,121,187▲ $14,385,665
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,439,638$7,963,051▲ $4,523,413
Net Assets Without Donor Restrictions$-3,435,516$-7,556,060▼ $4,120,544
Total Net Assets Fund Balance$4,122$406,991▲ $402,869
Total Liabilities and Net Assets / Fund Balance$46,739,644$61,528,178▲ $14,788,534

Asset Categories

AssetBook ValueDepreciationBasis
Land$38,278,403-$38,278,403
Leasehold Improvements$4,168,713$2,194,152$6,362,865
Buildings$1,834,937$887,651$2,722,588
Other Land Buildings$75,047$128,519$203,566
Equipment$34,648$95,376$130,024
Investment Program Related Org$34,543--
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Diane PriestSec/TreasurerFT$96,050$96,050
Bruce KempVice President-$1,001$1,001

Board Members and Trustees

NameTitle
Maurice A PriestPresident
Dan HauserDirector
John TennysonDirector
Steve CluteDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,979,743
Investment Income
$19,206
Other Revenue
$0
Change in Net Assets
$402,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,998,949
Revenue Not Reported on Form 990
$2,532,322
Total Revenue per Audited Statements
$8,531,271
Total Revenue per Form 990
$5,998,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,121,986
Salaries, Compensation, and Employee Benefits$474,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,381,989--$2,381,989
Depreciation Depletion$494,378--$494,378
Other Salaries and Wages$274,589$68,647-$343,236
Fees for Services Management$314,166--$314,166
Fees for Services Accounting$132,656$33,164-$165,820
Insurance$85,719$21,430-$107,149
Other Employee Benefits$80,971$20,243-$101,214
Fees for Services Other$85,011$14,966-$99,977
All Other Expenses$68,622$16,308-$84,930
Payroll Taxes$23,715$5,929-$29,644
Other Expenses$23,325--$23,325
Travel$3,626$906-$4,532
Fees for Services Legal$3,204$801-$4,005
Occupancy$1,213$303-$1,516
Advertising$429--$429
Total Functional Expenses$5,413,383$182,697$0$5,596,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,182,490
Expenses per Audited Statements$5,596,080
Total Expenses per Form 990$5,596,080
Expenses Not Reported on Form 990$2,586,410
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$373,033
Tenant Security Deposits$119,278

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Municipal Fina2017-06-29$20,450,000Refinance 2013A Bonds
BCalifornia Municipal Fina2020-12-30$17,410,000Refinance 2013B Bonds
CCalifornia Municipal Fina2020-02-01$7,960,000Purchase Royal York
DCalifornia Municipal Fina2020-02-01$385,000Purchase of Royal York

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$20,450,000-$17,770,000$427,720
B$17,410,000-$10,895,000$610,940
C$7,960,000--$411,207
D$385,000---
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Maurice A. Priest, President and Director, and Diane Priest, Sec/Treasurer and Director, are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Organization hires an outside CPA firm to prepare the 990, before filing the CPA firm provides a draft copy of the 990 for review and approval by management of the Organization.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Consolidated audited financial, which include the activities included on the parent 990, are available upon written request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Resident Owned Parks Inc Group
EIN
47-3480410
Phone
9163994993
Address
7420 Greenhaven Drive Suite 125, Sacramento, CA 95831

Signing Officer

Name
Maurice Priest
Title
President
Signed
2021-08-05
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Russell CPAs
Address
1111 Exposition Blvd Ste 100, Sacramento, CA 95815
Preparer
Jason Russell CPA
Phone
9169669366
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Income reported on Parent 990 $2532322”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Expenses reported on Parent 990 $2586410”

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013124529
IRS990/NetAssetsOrFundBalancesBOYAmt04122
IRS990/NetAssetsOrFundBalancesEOYAmt0406991
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-3435516
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-7556060
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0303
IRS990/OccupancyGrp/ProgramServicesAmt01213
IRS990/OccupancyGrp/TotalAmt01516
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02
IRS990/OtherAssetsTotalGrp/EOYAmt0133670
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020243
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080971
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0101214
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Property Taxes
IRS990/OtherExpensesGrp/Desc2Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc3Bad Debt
IRS990/OtherExpensesGrp/ProgramServicesAmt01068552
IRS990/OtherExpensesGrp/ProgramServicesAmt1240326
IRS990/OtherExpensesGrp/ProgramServicesAmt2130892
IRS990/OtherExpensesGrp/ProgramServicesAmt323325
IRS990/OtherExpensesGrp/TotalAmt01068552
IRS990/OtherExpensesGrp/TotalAmt1240326
IRS990/OtherExpensesGrp/TotalAmt2130892
IRS990/OtherExpensesGrp/TotalAmt323325
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0407973
IRS990/OtherLiabilitiesGrp/EOYAmt0492311
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068647
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0274589
IRS990/OtherSalariesAndWagesGrp/TotalAmt0343236
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05929
IRS990/PayrollTaxesGrp/ProgramServicesAmt023715
IRS990/PayrollTaxesGrp/TotalAmt029644
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt084079
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073336
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2221000
IRS990/ProgramServiceRevenueGrp/Desc0Fees
IRS990/ProgramServiceRevenueGrp/Desc1Rental
IRS990/ProgramServiceRevenueGrp/Desc2Utilities Rebilled
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0112509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14846801
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21020433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0112509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14846801
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21020433
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt075441
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04134200
IRS990/PYProgramServiceRevenueAmt04774012
IRS990/PYRevenuesLessExpensesAmt0400546
IRS990/PYSalariesCompEmpBnftPaidAmt0314707
IRS990/PYTotalExpensesAmt04448907
IRS990/PYTotalRevenueAmt04849453
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0402869
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05979743
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03439638
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07963051
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01834937
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0887651
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02722588
IRS990ScheduleD/EquipmentGrp/BookValueAmt034648
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095376
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130024
IRS990ScheduleD/ExpensesNotReportedAmt02586410
IRS990ScheduleD/ExpensesSubtotalAmt05596080
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt034543
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Mobile Homes for Sale
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt038278403
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt038278403
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04168713
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02194152
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06362865
IRS990ScheduleD/OtherExpensesIncludedAmt02586410
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt075047
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0128519
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0203566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0373033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1119278
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Interest
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenant Security Deposits
IRS990ScheduleD/OtherRevenueAmt02532322
IRS990ScheduleD/RevenueNotReportedAmt02532322
IRS990ScheduleD/RevenueSubtotalAmt05998949
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income reported on Parent 990 $2532322
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expenses reported on Parent 990 $2586410
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt044391748
IRS990ScheduleD/TotalExpensesPerForm990Amt05596080
IRS990ScheduleD/TotalLiabilityAmt0492311
IRS990ScheduleD/TotalRevenuePerForm990Amt05998949
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08531271
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08182490
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02017-06-29
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12020-12-30
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt22020-02-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt32020-02-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0201563466
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1201563466
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN2201563466
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN3201563466
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd3D
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum013049SBX1
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum113049SDK7
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum213049SCU6
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum313049SCW2
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd3false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt020450000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt117410000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt27960000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt3385000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0California Municipal Fina
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1California Municipal Fina
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt2California Municipal Fina
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt3California Municipal Fina
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd3false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd3false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0Refinance 2013A Bonds
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1Refinance 2013B Bonds
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc2Purchase Royal York

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$61,528,178
Liabilities
$61,121,187
Net assets
$406,991
Revenue
$5,998,949
Expenses
$5,596,080
Net income
$402,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.5$32.2$4.28$5.58$4.54$1.04
2023Detailed filing. Detailed filing data is available for this year.$36.1$32.9$3.24$5.60$4.69$0.91
2022Detailed filing. Detailed filing data is available for this year.$35.3$33.0$2.33$5.50$4.69$0.81
2021Detailed filing. Detailed filing data is available for this year.$73.1$72.0$1.16$8.64$7.61$1.03
2020Detailed filing. Detailed filing data is available for this year.$61.5$61.1$0.41$6.00$5.60$0.40
2019Detailed filing. Detailed filing data is available for this year.$46.7$46.7$0.00$4.85$4.45$0.40
2018Detailed filing. Detailed filing data is available for this year.$43.5$43.8$0.28$5.10$4.34$0.75
2017Detailed filing. Detailed filing data is available for this year.$53.0$52.4$0.64$8.46$7.31$1.15
2016Detailed filing. Detailed filing data is available for this year.$55.8$56.3$0.51$7.38$7.40$0.02
2015Detailed filing. Detailed filing data is available for this year.$56.6$57.3$0.68$7.03$7.27$0.23
2014Detailed filing. Detailed filing data is available for this year.$57.3$57.9$0.61$7.22$7.48$0.26
2013Summary only. Only limited summary data is available for this year.$57.5$58.1$0.64$6.76$6.74$0.03
2012Summary only. Only limited summary data is available for this year.$53.2$53.9$0.68$5.30$5.15$0.15
2011Summary only. Only limited summary data is available for this year.$42.8$43.7$0.83$4.56$4.62$0.06