Civic Intelligence

Kay Mar Way Inc Co Berkley Management

990 • Fiscal year 2020 • EIN 68-0390856

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileN/A
C/o Berkley Mgmt 1721 Eastern AvenuSacramento, CA 95864

(530) 338-9957

Siviq Scores

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

Liabilities / Assets

90th percentile

0.77x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

3.83x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

38th percentile

1.5%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$851,675

Up $25,299 (+3.1%) from 2018

Net Assets

Up

$191,635

Up $80,160 (+72%) from 2018

Liabilities

Down

$660,040

Down $54,861 (-7.7%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin85th percentile

Revenue

Up

$172,173

Up $47,930 (+39%) from 2018

Expenses

Down

$104,637

Down $27,454 (-21%) from 2018

Net Income

Up

$67,536

Up $75,384 (+961%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0M$500K$0-$500KAssets 2012: $837,018Liabilities 2012: $843,282Net Assets 2012: -$6,2642012Assets 2013: $839,886Liabilities 2013: $826,144Net Assets 2013: $13,7422013Assets 2014: $842,403Liabilities 2014: $813,604Net Assets 2014: $28,7992014Assets 2015: $849,641Liabilities 2015: $791,246Net Assets 2015: $58,3952015Assets 2016: $850,560Liabilities 2016: $767,654Net Assets 2016: $82,9062016Assets 2017: $879,760Liabilities 2017: $760,437Net Assets 2017: $119,3232017Assets 2018: $826,376Liabilities 2018: $714,901Net Assets 2018: $111,4752018Assets 2020: $851,675Liabilities 2020: $660,040Net Assets 2020: $191,6352020Assets 2021: $823,162Liabilities 2021: $629,660Net Assets 2021: $193,5022021Assets 2022: $824,741Liabilities 2022: $598,799Net Assets 2022: $225,9422022Assets 2023: $825,544Liabilities 2023: $566,626Net Assets 2023: $258,9182023Assets 2024: $805,239Liabilities 2024: $531,131Net Assets 2024: $274,1082024

Highlighted filing

2020

Assets$851,675
Liabilities$660,040
Net Assets$191,635
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $124,602Expenses 2012: $110,453Net Income 2012: $14,1492012Expenses 2013: $113,1822013Revenue 2014: $127,836Expenses 2014: $112,779Net Income 2014: $15,0572014Revenue 2015: $129,169Expenses 2015: $99,573Net Income 2015: $29,5962015Revenue 2016: $127,648Expenses 2016: $103,137Net Income 2016: $24,5112016Revenue 2017: $141,534Expenses 2017: $105,115Net Income 2017: $36,4192017Revenue 2018: $124,243Expenses 2018: $132,091Net Income 2018: -$7,8482018Revenue 2020: $172,173Expenses 2020: $104,637Net Income 2020: $67,5362020Revenue 2021: $126,825Expenses 2021: $127,216Net Income 2021: -$3912021Revenue 2022: $127,716Expenses 2022: $95,416Net Income 2022: $32,3002022Revenue 2023: $130,115Expenses 2023: $97,292Net Income 2023: $32,8232023Revenue 2024: $127,890Expenses 2024: $112,700Net Income 2024: $15,1902024

Highlighted filing

2020

Revenue$172,173
Expenses$104,637
Net Income$67,536
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.1
Gross Receipts
$172,173
Mission and Program Overview

Mission

The purpose of the corporation is to provide low-income, public supported housing, using long term financing, from a variety of governmental sources.

The purpose of the corporation is to provide low-income, public supported housing, using long term financing from a variety of govermental sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$503,913$497,572▼ $6,341
Intangible Assets$17,001$17,001→ $0
Cash and Non-Interest-Bearing Accounts$8,627$13,457▲ $4,830
Prepaid Expenses and Deferred Charges$1,618$0▼ $1,618
Pledges and Grants Receivable$2,019$949▼ $1,070
Total Assets$810,371$851,675▲ $41,304
Other Assets Total$277,193$322,696▲ $45,503
Liabilities
Mortgage Notes Payable Secured by Investment Property$533,565$533,565→ $0
Other Liabilities$149,884$120,763▼ $29,121
Deferred Revenue$3,652$2,903▼ $749
Accounts Payable and Accrued Expenses-$2,809-
Total Liabilities$687,101$660,040▼ $27,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,270$191,635▲ $68,365
Total Net Assets Fund Balance$123,270$191,635▲ $68,365
Total Liabilities and Net Assets / Fund Balance$810,371$851,675▲ $41,304

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$121,354$351,775$473,129
Land$376,218-$376,218
Other Assets Org$310,212--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Mike McGirrPresident
John McManusVice President
Donna WestHcd
Gary PettigrewHcd
Silverio RamosHcd
Bonnie MaddoxMember at Large
Judy LewisMember at Large
Patricia PimentelMember at Large
Judy HutchinsonSecretary
Annie McNeanyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$172,085
Investment Income
$88
Other Revenue
$0
Change in Net Assets
$67,536

Audited Revenue Reconciliation

Revenue per Audited Statements
$172,172
Total Revenue per Audited Statements
$172,172
Total Revenue per Form 990
$172,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$18,000$0$0$18,000
Interest$12,990$0$0$12,990
All Other Expenses$6,960$0$0$6,960
Depreciation Depletion$6,341$0$0$6,341
Insurance$3,866$0$0$3,866
Other Expenses$3,490$0$0$3,490
Office Expenses$2,982$0$0$2,982
Fees for Services Legal$824$0$0$824
Total Functional Expenses$104,637$0$0$104,637

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$104,637
Total Expenses per Audited Statements$104,637
Total Expenses per Form 990$104,637
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$120,763
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Kay Mar Way Inc
EIN
68-0390856
Phone
5303389957
Address
C/o Berkley Mgmt 1721 Eastern Avenu, Sacramento, CA 95864

Signing Officer

Name
Josh Berkely
Title
Treasurer
Phone
5303389957
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Berkely
Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
33

Preparer

Firm
Karen A Hahn CPA INC
Address
500 E Calaveras Blvd Ste 333, Milpitas, CA 95035
Preparer
Karen A Hahn CPA
Phone
4082638888
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“Berkley Management 1761 Eastern Ave Sacramento CA is the property manager.”

Pt VI, Line 6

“Explanation of Classes of Members”

Pt VI, Line 6

“The owners of the mobile homes are assigned a developed”

Pt VI, Line 6

“homesite within the real estate. The pay $100 membership”

Pt VI, Line 6

“fee for joining and are granted full participation in”

Pt VI, Line 6

“the association. They have all rights common to a”

Pt VI, Line 6

“California public benefit not-for-profit corporation.”

Pt VI, Line 7A

“How Members Elect Governing Body”

Pt VI, Line 7A

“Regulatory agreements give members a vote at the annual”

Pt VI, Line 7A

“meeting to select the board of directors.”

Pt VI, Line 7B

“Decisions of Governing Body Approved by Members”

Pt VI, Line 7B

“There is an annual meeting of the residents to ratify the”

Pt VI, Line 7B

“actions of the directors. An annual budget is ratified”

Pt VI, Line 7B

“in accordance with California law.”

Pt VI, Line 8B

“Form 990 Review Process”

Pt VI, Line 8B

“A completed copy of form 990 is sent to the directors in”

Pt VI, Line 8B

“advance of filing and kept in the office with the property”

Pt VI, Line 8B

“manager.”

Pt VI, Line 11B

“Explanation of Monitoring and Enforcement of Conflicts”

Pt VI, Line 11B

“The members are a small group where activites creating a”

Pt VI, Line 11B

“conflict can be resolved quickly.”

Pt VI, Line 19

“Documents Publicly Available”

Pt VI, Line 19

“All documents are available from the property manager.”

Pt VI, Line 19

“Financials are distributed to the board monthly.”

Pt VI, Line 12C

“The members area a small group where activities creating a conflict are well known.”

Raw XML AppendixShowing 400 of 465 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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IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0336
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0376218
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0121354
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0351775
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0473129
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012484
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1310212
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Cash Operating Reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Cash Replacement Reserve
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0322696
IRS990ScheduleD/TotalExpensesPerForm990Amt0104637
IRS990ScheduleD/TotalLiabilityAmt0120763
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Berkley Management 1761 Eastern Ave Sacramento CA is the property manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Explanation of Classes of Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The owners of the mobile homes are assigned a developed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3homesite within the real estate. The pay $100 membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4fee for joining and are granted full participation in
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5the association. They have all rights common to a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6California public benefit not-for-profit corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7How Members Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Regulatory agreements give members a vote at the annual
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9meeting to select the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Decisions of Governing Body Approved by Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11There is an annual meeting of the residents to ratify the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12actions of the directors. An annual budget is ratified
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13in accordance with California law.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15A completed copy of form 990 is sent to the directors in
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16advance of filing and kept in the office with the property
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19The members are a small group where activites creating a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20conflict can be resolved quickly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22All documents are available from the property manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Financials are distributed to the board monthly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24The members area a small group where activities creating a conflict are well known.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Pt VI, Line 12c
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt0810371
IRS990/TotalAssetsEOYAmt0851675

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$851,675
Liabilities
$660,040
Net assets
$191,635
Revenue
$172,173
Expenses
$104,637
Net income
$67,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.05$5.31$2.74$1.28$1.13$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.26$5.67$2.59$1.30$0.97$0.33
2022Detailed filing. Detailed filing data is available for this year.$8.25$5.99$2.26$1.28$0.95$0.32
2021Detailed filing. Detailed filing data is available for this year.$8.23$6.30$1.94$1.27$1.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$8.52$6.60$1.92$1.72$1.05$0.68
2018Detailed filing. Detailed filing data is available for this year.$8.26$7.15$1.11$1.24$1.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$8.80$7.60$1.19$1.42$1.05$0.36
2016Detailed filing. Detailed filing data is available for this year.$8.51$7.68$0.83$1.28$1.03$0.25
2015Detailed filing. Detailed filing data is available for this year.$8.50$7.91$0.58$1.29$1.00$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.42$8.14$0.29$1.28$1.13$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$8.26$0.14$1.13
2012Summary only. Only limited summary data is available for this year.$8.37$8.43$0.06$1.25$1.10$0.14