Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.42x
Liabilities / Revenue
96th percentile
Higher debt load relative to revenue than 96% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$4,782,677
Up $257,367 (+5.7%) from 2012
Net Assets
Up$2,761,124
Up $19,936 (+0.7%) from 2012
Liabilities
Up$2,021,553
Up $237,431 (+13%) from 2012
Revenue And Expenses
Revenue
$282,653
No earlier filing loaded for comparison.
Expenses
Down$262,717
Down $403,936 (-61%) from 2012
Net Income
$19,936
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Nov 12, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $282,653
Mission and Program Overview
Mission
To provide safe, affordable shelter of high quality to those in need of it; to help establish opportunity and stability in the lives of its residents; and to foster communities that allow people from all ethnic, social and economic backgrounds to live in dignity, harmony and mutual respect.
The organization develops and operates affordable housing apartments for low income, elderly and persons with disabilities.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $3,819,074 | $4,081,863 | ▲ $262,789 |
| Land, Buildings, and Equipment, Net | $471,640 | $471,640 | → $0 |
| Intangible Assets | $219,811 | $212,910 | ▼ $6,901 |
| Accounts Receivable | $9,785 | $10,079 | ▲ $294 |
| Cash and Non-Interest-Bearing Accounts | $5,000 | $6,185 | ▲ $1,185 |
| Total Assets | $4,525,310 | $4,782,677 | ▲ $257,367 |
| Liabilities | |||
| Other Liabilities | $1,782,822 | $2,020,253 | ▲ $237,431 |
| Accounts Payable and Accrued Expenses | $1,300 | $1,300 | → $0 |
| Total Liabilities | $1,784,122 | $2,021,553 | ▲ $237,431 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,741,188 | $2,761,124 | ▲ $19,936 |
| Total Net Assets Fund Balance | $2,741,188 | $2,761,124 | ▲ $19,936 |
| Total Liabilities and Net Assets / Fund Balance | $4,525,310 | $4,782,677 | ▲ $257,367 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $471,640 | - | $471,640 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Matthew O Franklin | President |
| Vanessa Cooper | Secretary |
| Susan Johnson | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $282,653
- Investment Income
- $0
- Other Revenue
- $0
- Change in Net Assets
- $19,936
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $245,717 |
| Grants and Similar Amounts Paid | $17,000 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $17,000 | - | - | $17,000 |
| Fees for Services Accounting | - | $1,300 | - | $1,300 |
| Other Expenses | $10 | - | - | $10 |
| Total Functional Expenses | $261,417 | $1,300 | $0 | $262,717 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| 23-7089977 | - | 501(c)(3) | Annual Donation | $17,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
| Liability | Amount |
|---|---|
| Investment in S.r. Fountains L.p.- Negative Bal. | $2,020,253 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- 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
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- 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
“The organization delegates property management services to midpen property management corporation, an unaffiliated organization.”
Form 990, Part VI, Section B, Line 11
“The corporate assistant controller completes the 990 questionnaire received from the tax accountants and assembles all supporting documentation. Then the controller reviews the questionnaires and supporting documentation. The controller will return the questionnaires to the corporate assistant controller with questions or comments. Once the questions and comments have been addressed, the questionnaires will be sent to the independent tax accountants. After the tax accountants complete the return, the cfo and controller will conduct a detail review of the return. The return is then sent to the president for review. The 990 then goes to the members of the audit committee for review and approval. The return is also sent to each board member for their review and comments prior to filing.”
Form 990, Part VI, Section B, Line 12C
“A conflict of interest disclosure questionnaire is submitted annually to the board of directors and key employees, who complete and return the forms disclosing any conditions of potential or actual conflict of interest. The disclosures are reviewed by the corporate counsel and the cfo. A summary of the disclosures is presented to the governance committee, which assesses if any conflict of interest actually exists. Any conditions which warrant elevation to the board of directors is done so on a case-by-case basis. As of the reporting date, there has been no reportable conditions of conflict of interest.”
Form 990, Part VI, Section B, Line 15
“The vp of human resources prepares compensation information and independent survey data for review and discussion with the governance committee of the board of directors, and then again for the board executive session. The vp of human resources makes a recommendation to the governance committee based on the survey data (governance committee completes the president's annual performance evaluation before any compensation is discussed), and the committee take their recommendation forward to the board for approval. The only executive compensation reviewed and approved by the board is the president and cfo.”
Form 990, Part VI, Section C, Line 19
“Documents available upon request.”
Filing and Contact Details
Filer
- EIN
- 77-0139108
- Phone
- 6503562900
Signing Officer
- Name
- Arthur Fatum
- Title
- Assistant Secretary
- Phone
- 6503562900
- Signed
- 2014-11-12
Organization Details
- Principal Officer
- Matthew O Franklin
- Formed
- 1986
- Legal Domicile
- CA
- Voting Board Members
- 3
- Independent Board Members
- 3
- Employees
- 0
- Volunteers
- 0
Preparer
- Preparer
- Alexis H Wong
- Phone
- 4159579999
Raw XML Appendix373 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1300 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1300 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 9785 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 10079 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE ORGANIZATION DEVELOPS AND OPERATES AFFORDABLE HOUSING APARTMENTS FOR LOW INCOME, ELDERLY AND PERSONS WITH DISABILITIES. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6503562900 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 303 VINTAGE PARK DRIVE 250 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | FOSTER CITY |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94404 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 5000 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 6185 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 17000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 245717 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 282653 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 19936 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 262717 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 282653 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | THE ENTITY SERVES AS GENERAL PARTNER IN SR FOUNTAINS LIMITED PARTNERSHIP, WHICH OWNS AND OPERATES AFFORDABLE HOUSING FOR THE BENEFIT OF LOW INCOME FAMILIES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 261417 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1300 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MATTHEW O FRANKLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | VANESSA COOPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SUSAN JOHNSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1986 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 17000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 17000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 17000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 282653 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 219811 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 212910 |
| IRS990/InvestmentInJointVentureInd | 0 | 1 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 471640 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 471640 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 471640 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE SAFE, AFFORDABLE SHELTER OF HIGH QUALITY TO THOSE IN NEED OF IT; TO HELP ESTABLISH OPPORTUNITY AND STABILITY IN THE LIVES OF ITS RESIDENTS; AND TO FOSTER COMMUNITIES THAT ALLOW PEOPLE FROM ALL ETHNIC, SOCIAL AND ECONOMIC BACKGROUNDS TO LIVE IN DIGNITY, HARMONY AND MUTUAL RESPECT. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2741188 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2761124 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PARTNERSHIP LOSS |
| IRS990/OtherExpensesGrp/Desc | 1 | AMORTIZATION |
| IRS990/OtherExpensesGrp/Desc | 2 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 3 | TAXES/LICENSES/PERMITS |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 237431 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 6901 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 75 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 10 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 237431 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6901 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 75 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 10 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1782822 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2020253 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 3819074 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 4081863 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MATTHEW O FRANKLIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 531390 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 531390 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 531390 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | GROUND LEASE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | GROUND LEASE INTEREST |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PARTNERSHIP MGMT FEE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 150000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 112789 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 19864 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 150000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 112789 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 19864 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 122243 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 544410 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 261953 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -404700 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 666653 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 261953 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 19936 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 282653 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 282653 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 261953 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 44468 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 298274 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 296051 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 1183399 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1183399 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 282653 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 261953 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 44468 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 298274 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 296051 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1183399 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 282653 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 261953 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 44468 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 298274 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 296051 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1183399 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 471640 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 471640 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2020253 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | INVESTMENT IN S.R. FOUNTAINS L.P.- NEGATIVE BAL. |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 471640 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2020253 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 17000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | ANNUAL DONATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 0 | MIDPEN HOUSING CORPORATION |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 237089977 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 0 | 303 VINTAGE PARK |
| IRS990ScheduleI/RecipientTable/USAddress/City | 0 | FOSTER CITY |
| IRS990ScheduleI/RecipientTable/USAddress/State | 0 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCode | 0 | 94404 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DELEGATES PROPERTY MANAGEMENT SERVICES TO MIDPEN PROPERTY MANAGEMENT CORPORATION, AN UNAFFILIATED ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CORPORATE ASSISTANT CONTROLLER COMPLETES THE 990 QUESTIONNAIRE RECEIVED FROM THE TAX ACCOUNTANTS AND ASSEMBLES ALL SUPPORTING DOCUMENTATION. THEN THE CONTROLLER REVIEWS THE QUESTIONNAIRES AND SUPPORTING DOCUMENTATION. THE CONTROLLER WILL RETURN THE QUESTIONNAIRES TO THE CORPORATE ASSISTANT CONTROLLER WITH QUESTIONS OR COMMENTS. ONCE THE QUESTIONS AND COMMENTS HAVE BEEN ADDRESSED, THE QUESTIONNAIRES WILL BE SENT TO THE INDEPENDENT TAX ACCOUNTANTS. AFTER THE TAX ACCOUNTANTS COMPLETE THE RETURN, THE CFO AND CONTROLLER WILL CONDUCT A DETAIL REVIEW OF THE RETURN. THE RETURN IS THEN SENT TO THE PRESIDENT FOR REVIEW. THE 990 THEN GOES TO THE MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE RETURN IS ALSO SENT TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IS SUBMITTED ANNUALLY TO THE BOARD OF DIRECTORS AND KEY EMPLOYEES, WHO COMPLETE AND RETURN THE FORMS DISCLOSING ANY CONDITIONS OF POTENTIAL OR ACTUAL CONFLICT OF INTEREST. THE DISCLOSURES ARE REVIEWED BY THE CORPORATE COUNSEL AND THE CFO. A SUMMARY OF THE DISCLOSURES IS PRESENTED TO THE GOVERNANCE COMMITTEE, WHICH ASSESSES IF ANY CONFLICT OF INTEREST ACTUALLY EXISTS. ANY CONDITIONS WHICH WARRANT ELEVATION TO THE BOARD OF DIRECTORS IS DONE SO ON A CASE-BY-CASE BASIS. AS OF THE REPORTING DATE, THERE HAS BEEN NO REPORTABLE CONDITIONS OF CONFLICT OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE VP OF HUMAN RESOURCES PREPARES COMPENSATION INFORMATION AND INDEPENDENT SURVEY DATA FOR REVIEW AND DISCUSSION WITH THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND THEN AGAIN FOR THE BOARD EXECUTIVE SESSION. THE VP OF HUMAN RESOURCES MAKES A RECOMMENDATION TO THE GOVERNANCE COMMITTEE BASED ON THE SURVEY DATA (GOVERNANCE COMMITTEE COMPLETES THE PRESIDENT'S ANNUAL PERFORMANCE EVALUATION BEFORE ANY COMPENSATION IS DISCUSSED), AND THE COMMITTEE TAKE THEIR RECOMMENDATION FORWARD TO THE BOARD FOR APPROVAL. THE ONLY EXECUTIVE COMPENSATION REVIEWED AND APPROVED BY THE BOARD IS THE PRESIDENT AND CFO. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DOCUMENTS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN | 0 | 830364083 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct | 0 | 0.01000 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt | 0 | RELATED |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 0 | TO PROVIDE AFFORDABLE HOUSING FOR LOW INCOME INDIVIDUALS AND FAMILIES |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1 | 0 | SR FOUNTAINS LIMITED PARTNERSHIP |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt | 0 | 2078024 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt | 0 | 19624 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1 | 0 | 303 VINTAGE PARK DRIVE SUITE 250 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City | 0 | FOSTER CITY |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State | 0 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode | 0 | 94404 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 1 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4525310 |
| IRS990/TotalAssetsEOYAmt | 0 | 4782677 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4525310 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4782677 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 1300 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 261417 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 262717 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1784122 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2021553 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1784122 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2021553 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2741188 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2761124 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 261417 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 282653 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 282653 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 282653 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4525310 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4782677 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 2741188 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 2761124 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 303 VINTAGE PARK DRIVE 250 |
| IRS990/USAddress/City | 0 | FOSTER CITY |
| IRS990/USAddress/State | 0 | CA |
| IRS990/USAddress/ZIPCode | 0 | 94404 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| IRS990/WrittenPolicyOrProcedureInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ARTHUR FATUM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ASSISTANT SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6503562900 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | SR SENIOR HOUSING INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SRSE |
| ReturnHeader/Filer/EIN | 0 | 770139108 |
| ReturnHeader/Filer/PhoneNum | 0 | 6503562900 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 303 VINTAGE PARK DRIVE 250 |
| ReturnHeader/Filer/USAddress/City | 0 | FOSTER CITY |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 94404 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 941250261 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | LINDQUIST VON HUSEN & JOYCE LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 90 NEW MONTGOMERY STREET 11TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SAN FRANCISCO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 94105 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4159579999 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALEXIS H WONG |
| ReturnHeader/ReturnTs | 0 | 2014-11-13T20:30:41-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $4,782,677
- Liabilities
- $2,021,553
- Net assets
- $2,761,124
- Revenue
- $282,653
- Expenses
- $262,717
- Net income
- $19,936