Civic Intelligence

St Francis Manor

990 • Fiscal year 2014 • EIN 51-0201194

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A
2110 Broadway95818

(916) 733-0253

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

99th percentile

186%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

488%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$9,755,394

Up $6,346,207 (+186%) from 2013

Net Assets

Up

$9,723,466

Up $7,881,676 (+428%) from 2013

Liabilities

Down

$31,928

Down $1,535,469 (-98%) from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Up

$9,264,957

Up $7,688,065 (+488%) from 2013

Expenses

Down

$1,383,281

Down $17,488 (-1.2%) from 2013

Net Income

Up

$7,881,676

Up $7,705,553 (+4375%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10M$5.0M$0Assets 2011: $3,504,159Liabilities 2011: $1,991,564Net Assets 2011: $1,512,5952011Assets 2012: $3,433,108Liabilities 2012: $1,767,441Net Assets 2012: $1,665,6672012Assets 2013: $3,409,187Liabilities 2013: $1,567,397Net Assets 2013: $1,841,7902013Assets 2014: $9,755,394Liabilities 2014: $31,928Net Assets 2014: $9,723,4662014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$9,755,394
Liabilities$31,928
Net Assets$9,723,466
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,536,538Expenses 2011: $1,364,839Net Income 2011: $171,6992011Revenue 2012: $1,578,006Expenses 2012: $1,424,934Net Income 2012: $153,0722012Revenue 2013: $1,576,892Expenses 2013: $1,400,769Net Income 2013: $176,1232013Revenue 2014: $9,264,957Expenses 2014: $1,383,281Net Income 2014: $7,881,6762014Revenue 2015: $284,085Expenses 2015: $10,007,551Net Income 2015: -$9,723,4662015

Highlighted filing

2014

Revenue$9,264,957
Expenses$1,383,281
Net Income$7,881,676
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$13,093,086
Mission and Program Overview

Mission

Low income elderly housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,147,158$9,735,236▲ $8,588,078
Land, Buildings, and Equipment, Net$2,235,064--
Cash and Non-Interest-Bearing Accounts$3,228$20,158▲ $16,930
Prepaid Expenses and Deferred Charges$12,620--
Accounts Receivable$11,117--
Total Assets$3,409,187$9,755,394▲ $6,346,207
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,464,298--
Other Liabilities$41,740$0▼ $41,740
Accounts Payable and Accrued Expenses$61,359$31,928▼ $29,431
Total Liabilities$1,567,397$31,928▼ $1,535,469
Net Assets / Fund Balance
Unrestricted Net Assets$1,841,790$9,723,466▲ $7,881,676
Total Net Assets Fund Balance$1,841,790$9,723,466▲ $7,881,676
Total Liabilities and Net Assets / Fund Balance$3,409,187$9,755,394▲ $6,346,207
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Charles J SylvaPresident
Duane JohnsonVice President
Patricia Mauro MachadoDirector
Rod ReadDirector
Norma ChapekSecretary
Daniel PollardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$750,388
Program Service Revenue
$696,648
Investment Income
$7,775,741
Other Revenue
$42,180
Change in Net Assets
$7,881,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,264,957
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,264,957
Total Revenue per Form 990
$9,264,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,215,525
Salaries, Compensation, and Employee Benefits$167,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$211,186--$211,186
Depreciation Depletion$158,602--$158,602
Other Salaries and Wages$131,327$14,547-$145,874
Interest$84,507--$84,507
Insurance$60,254$17,205-$77,459
Fees for Services Management$47,592$13,589-$61,181
Fees for Services Legal-$49,420-$49,420
All Other Expenses$29,659$8,468-$38,127
Fees for Services Accounting-$35,399-$35,399
Other Expenses$26,758$7,641-$34,399
Payroll Taxes$12,983$1,444-$14,427
Other Employee Benefits$6,710$745-$7,455
Total Functional Expenses$1,171,045$212,236$0$1,383,281

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,383,281
Total Expenses per Audited Statements$1,383,281
Total Expenses per Form 990$1,383,281
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Line 3 explanation - the management company oversees the day to day operations of the facility. It is also responsible for maintaining the compliance under the section 8 hud program.”

Form 990, Part VI, Section B, Line 11

“The organization's treasurer and the management company review the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
51-0201194
Phone
9167330253

Signing Officer

Name
Daniel Pollard
Title
Treasurer
Phone
9164471935
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Pollard
Formed
1977
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
David R Chavez
Phone
9162734808
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“As disclosed on schedule n, on may 28, 2014, the organization sold their property known as st. Francis manor apartments located at 2515 j street consisting of 128 apartments. As a result of the sale the organization no longer operated it's program of "low income elderly housing". The organization continued to exist subsequent to the sale to wind down operations.”

Raw XML AppendixShowing 400 of 418 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0802770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0775726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0757667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03884654
IRS990ScheduleA/TotalSupportAmt04118450
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01383281
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09264957
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01383281
IRS990ScheduleD/TotalRevenuePerForm990Amt09264957
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09264957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01383281
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0PROPERTY KNOWN AS ST. FRANCIS MANOR APARTMENTS LOCATED AT 2515 J STREET CONSISTING OF 128 APARTMENTS AND INCLUDES ALL TANGIBLE AND INTANGIBLE PERSONAL AND REAL PROPERTY, IMPROVEMENTS, DEPOSITS, RESERVES, INVENTORY, SUPPLIES, FURNITURE, FIXTURES, EQUIPMENT, GOODWILL, INTELLECTUAL PROPERTY, LICENSES AND PERMITS OWNED.
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine10PERLMAN FOUNDATION
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02014-05-28
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt011600000
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE - PURCHASE PRICE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1015301 VENTURA BLVD SUITE B-57
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/City0SHERMAN OAKS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/State0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCode091403
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS DISCLOSED ON SCHEDULE N, ON MAY 28, 2014, THE ORGANIZATION SOLD THEIR PROPERTY KNOWN AS ST. FRANCIS MANOR APARTMENTS LOCATED AT 2515 J STREET CONSISTING OF 128 APARTMENTS. AS A RESULT OF THE SALE THE ORGANIZATION NO LONGER OPERATED IT'S PROGRAM OF "LOW INCOME ELDERLY HOUSING". THE ORGANIZATION CONTINUED TO EXIST SUBSEQUENT TO THE SALE TO WIND DOWN OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 3 EXPLANATION - THE MANAGEMENT COMPANY OVERSEES THE DAY TO DAY OPERATIONS OF THE FACILITY. IT IS ALSO RESPONSIBLE FOR MAINTAINING THE COMPLIANCE UNDER THE SECTION 8 HUD PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S TREASURER AND THE MANAGEMENT COMPANY REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt09755394
IRS990/TotalAssetsGrp/BOYAmt03409187
IRS990/TotalAssetsGrp/EOYAmt09755394
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0750388
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01171045
IRS990/TotalFunctionalExpensesGrp/TotalAmt01383281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01567397
IRS990/TotalLiabilitiesEOYAmt031928
IRS990/TotalLiabilitiesGrp/BOYAmt01567397
IRS990/TotalLiabilitiesGrp/EOYAmt031928
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01841790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09723466
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01171045
IRS990/TotalProgramServiceRevenueAmt0696648
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07775741
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0738828
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09264957
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03409187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09755394
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01841790
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09723466
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102110 BROADWAY
IRS990/USAddress/City0SACRAMENTO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095818
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL POLLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164471935
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST FRANCIS MANOR
ReturnHeader/Filer/BusinessNameControlTxt0STFR
ReturnHeader/Filer/EIN0510201194

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,755,394
Liabilities
$31,928
Net assets
$9,723,466
Revenue
$9,264,957
Expenses
$1,383,281
Net income
$7,881,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$10.0$9.72
2014Detailed filing. Detailed filing data is available for this year.$9.76$0.03$9.72$9.26$1.38$7.88
2013Summary only. Only limited summary data is available for this year.$3.41$1.57$1.84$1.58$1.40$0.18
2012Summary only. Only limited summary data is available for this year.$3.43$1.77$1.67$1.58$1.42$0.15
2011Summary only. Only limited summary data is available for this year.$3.50$1.99$1.51$1.54$1.36$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits