Civic Intelligence

Socal Copperfield Inc

990 • Fiscal year 2017 • EIN 74-3011440

Apr 01, 2016 to Mar 31, 2017 • Filed on Oct 17, 2017

Organization ProfileNONE
C/O Sentinel 1251 Ave Of AmericasNew York, NY 10020

(212) 408-2900

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

36.07x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-2.3%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-35%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$14,232,288

Down $331,132 (-2.3%) from 2016

Net Assets

Up

$1,014,319

Up $6,988 (+0.7%) from 2016

Liabilities

Down

$13,217,969

Down $338,120 (-2.5%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin100th percentile

Revenue

Down

$366,487

Down $199,370 (-35%) from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Down

$366,487

Down $199,370 (-35%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,553,344Liabilities 2011: $14,579,887Net Assets 2011: $1,973,4572011Assets 2012: $16,030,905Liabilities 2012: $13,549,668Net Assets 2012: $2,481,2372012Assets 2013: $15,487,699Liabilities 2013: $13,810,395Net Assets 2013: $1,677,3042013Assets 2014: $15,211,880Liabilities 2014: $13,830,464Net Assets 2014: $1,381,4162014Assets 2015: $14,939,510Liabilities 2015: $13,920,042Net Assets 2015: $1,019,4682015Assets 2016: $14,563,420Liabilities 2016: $13,556,089Net Assets 2016: $1,007,3312016Assets 2017: $14,232,288Liabilities 2017: $13,217,969Net Assets 2017: $1,014,3192017Assets 2018: $14,300,928Liabilities 2018: $13,670,222Net Assets 2018: $630,7062018Assets 2019: $1,564,664Liabilities 2019: $1,540,910Net Assets 2019: $23,7542019

Highlighted filing

2017

Assets$14,232,288
Liabilities$13,217,969
Net Assets$1,014,319
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: -$55,645Expenses 2011: $0Net Income 2011: -$55,6452011Revenue 2012: $57,626Expenses 2012: $0Net Income 2012: $57,6262012Revenue 2013: $283,916Expenses 2013: $0Net Income 2013: $283,9162013Revenue 2014: $498,826Expenses 2014: $0Net Income 2014: $498,8262014Revenue 2015: $322,598Expenses 2015: $0Net Income 2015: $322,5982015Revenue 2016: $565,857Expenses 2016: $0Net Income 2016: $565,8572016Revenue 2017: $366,487Expenses 2017: $0Net Income 2017: $366,4872017Revenue 2018: $355,019Expenses 2018: $0Net Income 2018: $355,0192018Revenue 2019: $23,579,300Expenses 2019: $0Net Income 2019: $23,579,3002019

Highlighted filing

2017

Revenue$366,487
Expenses$0
Net Income$366,487
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$3,780,382
Mission and Program Overview

Mission

The organization was formed to acquire and hold title to real property and to remit net income therfrom to its tax exempt shareholder.

Ownership of real property

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,241,494$13,871,280▼ $370,214
Pd in Cap Srpls Land Bldg Eqp Fund$3,364,256$3,364,256→ $0
Cash and Non-Interest-Bearing Accounts$161,392$242,369▲ $80,977
Intangible Assets$84,761$52,976▼ $31,785
Accounts Receivable$53,956$43,846▼ $10,110
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-2,356,925$-2,349,937▲ $6,988
Total Assets$14,563,420$14,232,288▼ $331,132
Other Assets Total$21,817$21,817→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,159,867$12,860,291▼ $299,576
Accounts Payable and Accrued Expenses$260,015$229,067▼ $30,948
Other Liabilities$136,207$128,611▼ $7,596
Total Liabilities$13,556,089$13,217,969▼ $338,120
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,007,331$1,014,319▲ $6,988
Total Liabilities and Net Assets / Fund Balance$14,563,420$14,232,288▼ $331,132

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,199,959$9,804,743-
Other Land Buildings$153,651$3,119,317-
Land$4,517,670--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Millie C CassidyPresident
Noel BelliVice President
George TietjenVice President & Treasurer
John H StreickerDirector
Leland RothDirector
Connell J WattersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$366,487
Change in Net Assets
$366,487
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
Tenant Security Deposits$91,286
Accrued Mortgage Interest$30,122
Prepaid Rent$7,203
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“See explanation to question 7a”

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

“The organization's governing body is comprised of officers and directors. The directors were elected under the by-laws of the organization. All officers are appointed by the organization's directors. All officers and directors act to carry out the business of the organization. Subject to the by-laws, the parent may veto or confirm decisions made by the organizing officers. All officers and directors are independent.”

Form 990, Part VI, Section A, Line 7B

“See explanation to question 7a”

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

“The organization's financial statements and form 990 are prepared by its financial reporting and tax department. They are reviewed by the chief accountant and management.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest, policies and financial statements are available for inspection at the address on the tax return upon written request.”

Filing and Contact Details

Filer

Filer Name
Socal-copperfield Inc
EIN
74-3011440
Phone
2124082900
Address
C/O SENTINEL 1251 AVE OF AMERICAS, NEW YORK, NY 10020
Doing Business As
The Lodge at Copperfield

Signing Officer

Name
Leland Roth
Title
Controller
Phone
2124082900
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leland Roth
Formed
2001
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Sre Tax Services Inc Co Sentinel
Address
1251 AVE OF THE AMERICAS 35TH FL, NEW YORK, NY 10020
Preparer
Leland Roth
Phone
2124085007
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contribution 172,413. Distribution -531,912.”

Raw XML Appendix348 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE EXPLANATION TO QUESTION 7A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF OFFICERS AND DIRECTORS. THE DIRECTORS WERE ELECTED UNDER THE BY-LAWS OF THE ORGANIZATION. ALL OFFICERS ARE APPOINTED BY THE ORGANIZATION'S DIRECTORS. ALL OFFICERS AND DIRECTORS ACT TO CARRY OUT THE BUSINESS OF THE ORGANIZATION. SUBJECT TO THE BY-LAWS, THE PARENT MAY VETO OR CONFIRM DECISIONS MADE BY THE ORGANIZING OFFICERS. ALL OFFICERS AND DIRECTORS ARE INDEPENDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE EXPLANATION TO QUESTION 7A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE PREPARED BY ITS FINANCIAL REPORTING AND TAX DEPARTMENT. THEY ARE REVIEWED BY THE CHIEF ACCOUNTANT AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE ADDRESS ON THE TAX RETURN UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRIBUTION 172,413. DISTRIBUTION -531,912.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
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/TaxablePartyNotificationInd00
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IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalAssetsGrp/EOYAmt014232288
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124082900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCAL-COPPERFIELD INC
ReturnHeader/Filer/BusinessNameControlTxt0SOCA
ReturnHeader/Filer/EIN0743011440
ReturnHeader/Filer/PhoneNum02124082900
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.251.20.37
ReturnHeader/FilingSecurityInformation/IPDt02017-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:42:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461081984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SRE TAX SERVICES INC CO SENTINEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01251 AVE OF THE AMERICAS 35TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02124085007
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LELAND ROTH
ReturnHeader/ReturnTs02017-10-18T15:48:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,232,288
Liabilities
$13,217,969
Net assets
$1,014,319
Revenue
$366,487
Expenses
$0
Net income
$366,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.56$1.54$0.02$23.6$0.00$23.6
2018Detailed filing. Detailed filing data is available for this year.$14.3$13.7$0.63$0.36$0.00$0.36
2017Detailed filing. Detailed filing data is available for this year.$14.2$13.2$1.01$0.37$0.00$0.37
2016Detailed filing. Detailed filing data is available for this year.$14.6$13.6$1.01$0.57$0.00$0.57
2015Detailed filing. Detailed filing data is available for this year.$14.9$13.9$1.02$0.32$0.00$0.32
2014Detailed filing. Detailed filing data is available for this year.$15.2$13.8$1.38$0.50$0.00$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$13.8$1.68$0.28$0.00$0.28
2012Summary only. Only limited summary data is available for this year.$16.0$13.5$2.48$0.06$0.00$0.06
2011Summary only. Only limited summary data is available for this year.$16.6$14.6$1.97$0.06$0.00$0.06