Civic Intelligence

Cfrs Realty Holding Corp

EIN 74-3086423 • 501(c)25 • Fresno, CA

Profile

Holding title to rental property for the City of Fresno Retirement Systems (qualified pension plans).

2828 Fresno Street Suite 201Fresno, CA 93721
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

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 2025

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

8.2%

Faster revenue growth than 49% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$7,651,706

Up $518,611 (+7.3%) from 2024

Liabilities

Up

$24,571

Up $1,003 (+4.3%) from 2024

Net Assets

Up

$7,627,135

Up $517,608 (+7.3%) from 2024

Operations
Liabilities / Revenue36th percentileNet Margin85th percentile

Revenue

Up

$981,160

Up $74,732 (+8.2%) from 2024

Expenses

Up

$528,552

Up $161,593 (+44%) from 2024

Net Income

Down

$452,608

Down $86,861 (-16%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,755,614Liabilities 2012: $22,488Net Assets 2012: $4,733,1262012Assets 2013: $4,835,000Liabilities 2013: $22,315Net Assets 2013: $4,812,6852013Assets 2014: $4,876,965Liabilities 2014: $22,315Net Assets 2014: $4,854,6502014Assets 2015: $4,894,181Liabilities 2015: $23,674Net Assets 2015: $4,870,5072015Assets 2016: $6,274,319Liabilities 2016: $18,226Net Assets 2016: $6,256,0932016Assets 2017: $6,195,872Liabilities 2017: $18,226Net Assets 2017: $6,177,6462017Assets 2018: $6,173,633Liabilities 2018: $18,226Net Assets 2018: $6,155,4072018Assets 2019: $6,907,744Liabilities 2019: $18,226Net Assets 2019: $6,889,5182019Assets 2020: $6,852,742Liabilities 2020: $18,226Net Assets 2020: $6,834,5162020Assets 2021: $7,039,718Liabilities 2021: $292,601Net Assets 2021: $6,747,1172021Assets 2022: $7,026,057Liabilities 2022: $19,584Net Assets 2022: $7,006,4732022Assets 2023: $7,070,415Liabilities 2023: $23,357Net Assets 2023: $7,047,0582023Assets 2024: $7,133,095Liabilities 2024: $23,568Net Assets 2024: $7,109,5272024Assets 2025: $7,651,706Liabilities 2025: $24,571Net Assets 2025: $7,627,1352025

Highlighted filing

2025

Assets$7,651,706
Liabilities$24,571
Net Assets$7,627,135
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $558,628Expenses 2012: $161,152Net Income 2012: $397,4762012Revenue 2013: $579,648Expenses 2013: $212,812Net Income 2013: $366,8362013Revenue 2014: $605,426Expenses 2014: $185,738Net Income 2014: $419,6882014Revenue 2015: $613,545Expenses 2015: $182,688Net Income 2015: $430,8572015Revenue 2016: $612,721Expenses 2016: $241,135Net Income 2016: $371,5862016Revenue 2017: $635,959Expenses 2017: $245,906Net Income 2017: $390,0532017Revenue 2018: $775,267Expenses 2018: $291,506Net Income 2018: $483,7612018Revenue 2019: $789,182Expenses 2019: $295,071Net Income 2019: $494,1112019Revenue 2020: $755,930Expenses 2020: $337,932Net Income 2020: $417,9982020Revenue 2021: $810,106Expenses 2021: $897,505Net Income 2021: -$87,3992021Revenue 2022: $762,312Expenses 2022: $545,956Net Income 2022: $216,3562022Revenue 2023: $933,977Expenses 2023: $427,392Net Income 2023: $506,5852023Revenue 2024: $906,428Expenses 2024: $366,959Net Income 2024: $539,4692024Revenue 2025: $981,160Expenses 2025: $528,552Net Income 2025: $452,6082025

Highlighted filing

2025

Revenue$981,160
Expenses$528,552
Net Income$452,608
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,651,706
Liabilities
$24,571
Net assets
$7,627,135
Revenue
$981,160
Expenses
$528,552
Net income
$452,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.65$0.02$7.63$0.98$0.53$0.45
2024Summary only. Only limited summary data is available for this year.$7.13$0.02$7.11$0.91$0.37$0.54
2023Summary only. Only limited summary data is available for this year.$7.07$0.02$7.05$0.93$0.43$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.02$7.01$0.76$0.55$0.22
2021Summary only. Only limited summary data is available for this year.$7.04$0.29$6.75$0.81$0.90$0.09
2020Summary only. Only limited summary data is available for this year.$6.85$0.02$6.83$0.76$0.34$0.42
2019Summary only. Only limited summary data is available for this year.$6.91$0.02$6.89$0.79$0.30$0.49
2018Summary only. Only limited summary data is available for this year.$6.17$0.02$6.16$0.78$0.29$0.48
2017Summary only. Only limited summary data is available for this year.$6.20$0.02$6.18$0.64$0.25$0.39
2016Summary only. Only limited summary data is available for this year.$6.27$0.02$6.26$0.61$0.24$0.37
2015Summary only. Only limited summary data is available for this year.$4.89$0.02$4.87$0.61$0.18$0.43
2014Summary only. Only limited summary data is available for this year.$4.88$0.02$4.85$0.61$0.19$0.42
2013Summary only. Only limited summary data is available for this year.$4.84$0.02$4.81$0.58$0.21$0.37
2012Summary only. Only limited summary data is available for this year.$4.76$0.02$4.73$0.56$0.16$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.1
Gross Receipts
$981,160
Mission and Program Overview

Mission

Holding title to rental property for the City of Fresno Retirement Systems (qualified pension plans).

CFRS Realty Holding Corporation, a non-profit corporation, was incorporated for the purpose of acquiring rental property for the shareholders which are the City of Fresno Retirement Systems (qualified pension plans).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,000,000$7,325,000▲ $325,000
Cash and Non-Interest-Bearing Accounts$36,999$279,925▲ $242,926
Accounts Receivable$87,225$37,722▼ $49,503
Prepaid Expenses and Deferred Charges$8,871$9,059▲ $188
Total Assets$7,133,095$7,651,706▲ $518,611
Liabilities
Deferred Revenue$18,226$18,226→ $0
Accounts Payable and Accrued Expenses$5,342$6,345▲ $1,003
Total Liabilities$23,568$24,571▲ $1,003
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,109,527$7,627,135▲ $517,608
Total Net Assets Fund Balance$7,109,527$7,627,135▲ $517,608
Total Liabilities and Net Assets / Fund Balance$7,133,095$7,651,706▲ $518,611

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,325,000--
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Jonathan LuskPresident
Lynn BenninkVice President
Chris CooperDirector
Kaleb NeufeldDirector
Lawrence FrenchDirector
Marvell FrenchDirector
Ruth QuintoDirector
Tyler KamalaniDirector
Robert ThellerExecutive Director
VacantSecretary
Donald GrossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$981,160
All Other Contributions
$0
Change in Net Assets
$452,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$981,160
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$981,160
Total Revenue per Form 990
$981,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$528,552
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
Other Expenses---$38,331
Total Functional Expenses$0$0$0$528,552

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$528,552
Total Expenses per Audited Statements$528,552
Total Expenses per Form 990$528,552
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
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“CFRS Realty Holding Corporation Board of Directors have retained the services of Brown Armstrong to conduct the annual audit of the Corporation's Financial Statements. Based upon the audit of the CFRS Realty Holding Corporation's annual Financial Statements, staff prepares the Form 990, Schedule D, and Schedule O, and obtains the required Board of Director's signature.”

Part VI Line 7A

“There is an annual election for Directors by Shareholders of the CFRS Realty Holding Corporation to serve for the calendar year.”

Part VI Line 7B

“The Board of Directors of the CFRS Realty Holding Corporation vote to approve decisions subject to their approval.”

Part VI Line 19

“CFRS Realty Holding Corporation Board of Directors holds public meetings and provides copies of materials for the public to view. Materials are also made available upon request.”

Part VI Line 6

“Shareholders are the City of Fresno Retirement Systems (qualified pension plans). January 2025 Annual Election of the Board of Directors: President - Jonathan Lusk, Vice President - Lynn Bennink, Secretary - Phillip Hardcastle, and Treasurer - Donald Gross.”

Filing and Contact Details

Filer

Filer Name
Cfrs Realty Holding Corp
EIN
74-3086423
Phone
5596217080
Address
2828 Fresno Street Suite 201, Fresno, CA 93721

Signing Officer

Name
Jonathan Lusk
Title
President
Phone
5596217080
Signed
2025-11-12

Organization Details

Principal Officer
Jonathan Lusk
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Supplemental Narrative

Additional Explanations

Part XI Line 9

“Distribution of Retained Earnings - -260000”

Part XI Line 9

“Unrealized Appreciation/(Depreciation) on Rental Property - 325000”

Part I Line 1

“CFRS Realty Holding Corporation, a non-profit corporation, was incorporated for the purpose of acquiring rental property for the shareholders which are the City of Fresno Retirement Systems (qualified pension plans).”

Financial Statement Notes

Part IV 1B

“Schedule D, Part VI, Line 1b - FMV of Building per Appraisal at 06.30.2025”

Raw XML Appendix351 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/OtherRevenueTotalAmt0981160
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08871
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09059
IRS990/PrincipalOfficerNm0Jonathan Lusk
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0366959
IRS990/PYOtherRevenueAmt0906428
IRS990/PYRevenuesLessExpensesAmt0539469
IRS990/PYTotalExpensesAmt0366959
IRS990/PYTotalRevenueAmt0906428
IRS990/ReconcilationRevenueExpnssAmt0452608
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0981160
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt07325000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07325000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0528552
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0981160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Schedule D, Part VI, Line 1b - FMV of Building per Appraisal at 06.30.2025
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV 1b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07325000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0528552
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0981160
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0981160
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0528552
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Distribution of Retained Earnings - -260000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unrealized Appreciation/(Depreciation) on Rental Property - 325000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CFRS Realty Holding Corporation, a non-profit corporation, was incorporated for the purpose of acquiring rental property for the shareholders which are the City of Fresno Retirement Systems (qualified pension plans).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CFRS Realty Holding Corporation Board of Directors have retained the services of Brown Armstrong to conduct the annual audit of the Corporation's Financial Statements. Based upon the audit of the CFRS Realty Holding Corporation's annual Financial Statements, staff prepares the Form 990, Schedule D, and Schedule O, and obtains the required Board of Director's signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There is an annual election for Directors by Shareholders of the CFRS Realty Holding Corporation to serve for the calendar year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Directors of the CFRS Realty Holding Corporation vote to approve decisions subject to their approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CFRS Realty Holding Corporation Board of Directors holds public meetings and provides copies of materials for the public to view. Materials are also made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Shareholders are the City of Fresno Retirement Systems (qualified pension plans). January 2025 Annual Election of the Board of Directors: President - Jonathan Lusk, Vice President - Lynn Bennink, Secretary - Phillip Hardcastle, and Treasurer - Donald Gross.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 6
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07133095
IRS990/TotalAssetsEOYAmt07651706
IRS990/TotalAssetsGrp/BOYAmt07133095
IRS990/TotalAssetsGrp/EOYAmt07651706
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0528552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023568
IRS990/TotalLiabilitiesEOYAmt024571
IRS990/TotalLiabilitiesGrp/BOYAmt023568
IRS990/TotalLiabilitiesGrp/EOYAmt024571
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07109527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07627135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0528552
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0981160
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0981160
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07133095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07651706
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02828 Fresno Street
IRS990/USAddress/AddressLine2Txt0Suite 201
IRS990/USAddress/CityNm0Fresno
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093721
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Lusk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05596217080
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFRS REALTY HOLDING CORP
ReturnHeader/Filer/BusinessNameControlTxt0CFRS
ReturnHeader/Filer/EIN0743086423
ReturnHeader/Filer/PhoneNum05596217080
ReturnHeader/Filer/USAddress/AddressLine1Txt02828 Fresno Street Suite 201
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093721
ReturnHeader/ReturnTs02025-11-12T13:29:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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