Civic Intelligence

South Bay Improvement Association

990 • Fiscal year 2015 • EIN 77-0210296

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Organization ProfileN/A
3533 Empleo StreetSan Luis Obispo, CA 93401

(805) 781-3088

Siviq Scores

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

Liabilities / Assets

87th percentile

0.80x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

4.13x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

60th percentile

6.3%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

5.0%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$4,513,358

Up $4,650 (+0.1%) from 2014

Net Assets

Up

$913,737

Up $55,311 (+6.4%) from 2014

Liabilities

Down

$3,599,621

Down $50,661 (-1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin60th percentile

Revenue

Up

$871,815

Up $41,534 (+5.0%) from 2014

Expenses

Down

$816,504

Down $60,409 (-6.9%) from 2014

Net Income

Up

$55,311

Up $101,943 (+219%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,621,719Liabilities 2011: $3,717,544Net Assets 2011: $904,1752011Assets 2012: $4,594,698Liabilities 2012: $3,703,812Net Assets 2012: $890,8862012Assets 2013: $4,579,426Liabilities 2013: $3,674,368Net Assets 2013: $905,0582013Assets 2014: $4,508,708Liabilities 2014: $3,650,282Net Assets 2014: $858,4262014Assets 2015: $4,513,358Liabilities 2015: $3,599,621Net Assets 2015: $913,7372015Assets 2016: $6,455,915Liabilities 2016: $5,499,672Net Assets 2016: $956,2432016Assets 2017: $6,366,066Liabilities 2017: $5,463,867Net Assets 2017: $902,1992017Assets 2018: $6,434,277Liabilities 2018: $5,602,599Net Assets 2018: $831,6782018Assets 2019: $6,073,077Liabilities 2019: $5,446,768Net Assets 2019: $626,3092019Assets 2020: $5,991,809Liabilities 2020: $5,447,655Net Assets 2020: $544,1542020Assets 2021: $5,853,203Liabilities 2021: $5,420,966Net Assets 2021: $432,2372021Assets 2022: $5,647,394Liabilities 2022: $5,448,370Net Assets 2022: $199,0242022Assets 2023: $5,424,297Liabilities 2023: $5,413,018Net Assets 2023: $11,2792023Assets 2024: $5,055,581Liabilities 2024: $5,325,715Net Assets 2024: -$270,1342024Assets 2025: $4,892,469Liabilities 2025: $5,336,342Net Assets 2025: -$443,8732025

Highlighted filing

2015

Assets$4,513,358
Liabilities$3,599,621
Net Assets$913,737
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $785,043Expenses 2011: $724,239Net Income 2011: $60,8042011Revenue 2012: $813,928Expenses 2012: $827,217Net Income 2012: -$13,2892012Revenue 2013: $822,756Expenses 2013: $808,584Net Income 2013: $14,1722013Revenue 2014: $830,281Expenses 2014: $876,913Net Income 2014: -$46,6322014Revenue 2015: $871,815Expenses 2015: $816,504Net Income 2015: $55,3112015Revenue 2016: $1,070,190Expenses 2016: $1,027,684Net Income 2016: $42,5062016Revenue 2017: $976,688Expenses 2017: $1,030,732Net Income 2017: -$54,0442017Revenue 2018: $995,980Expenses 2018: $1,066,501Net Income 2018: -$70,5212018Revenue 2019: $1,030,698Expenses 2019: $1,236,067Net Income 2019: -$205,3692019Revenue 2020: $1,116,858Expenses 2020: $1,199,013Net Income 2020: -$82,1552020Revenue 2021: $1,050,076Expenses 2021: $1,161,993Net Income 2021: -$111,9172021Revenue 2022: $1,089,972Expenses 2022: $1,323,185Net Income 2022: -$233,2132022Revenue 2023: $1,206,955Expenses 2023: $1,394,700Net Income 2023: -$187,7452023Revenue 2024: $1,108,260Expenses 2024: $1,389,673Net Income 2024: -$281,4132024Revenue 2025: $1,297,337Expenses 2025: $1,471,076Net Income 2025: -$173,7392025

Highlighted filing

2015

Revenue$871,815
Expenses$816,504
Net Income$55,311
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$871,815
Mission and Program Overview

Mission

Provide affordable rental housing for 104 total rental units, serving low-income seniors and disabled persons.

Provide affordable rental housing for 105 total rental units, serving low-income seniors and disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,983,042$2,888,058▼ $94,984
Cash and Non-Interest-Bearing Accounts$106,664$116,674▲ $10,010
Intangible Assets$115,000$102,619▼ $12,381
Accounts Receivable$74,405$83,605▲ $9,200
Prepaid Expenses and Deferred Charges$13,401$13,744▲ $343
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$4,508,708$4,513,358▲ $4,650
Other Assets Total$1,216,196$1,308,658▲ $92,462
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,531,395$2,437,616▼ $93,779
Other Liabilities$1,074,878$1,131,313▲ $56,435
Accounts Payable and Accrued Expenses$43,251$30,539▼ $12,712
Deferred Revenue$758$153▼ $605
Total Liabilities$3,650,282$3,599,621▼ $50,661
Net Assets / Fund Balance
Unrestricted Net Assets$858,426$913,737▲ $55,311
Total Net Assets Fund Balance$858,426$913,737▲ $55,311
Total Liabilities and Net Assets / Fund Balance$4,508,708$4,513,358▲ $4,650

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,360,767$2,068,685$3,429,452
Land$1,526,633-$1,526,633
Equipment$658$33,494$34,152
Other Assets Org$57,122--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John FowlerPresident
Kenneth TrigueiroVice President
Griffin MooreAssist. Treas
Annette MontoyaSecretary
Monica de MallevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$870,602
Investment Income
$1,213
Other Revenue
$0
Change in Net Assets
$55,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$816,504
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
Depreciation Depletion$107,365--$107,365
Interest$104,481--$104,481
Fees for Services Management-$92,895-$92,895
All Other Expenses$46,393--$46,393
Other Expenses$29,709--$29,709
Insurance$20,273--$20,273
Fees for Services Accounting$16,224--$16,224
Office Expenses$3,937--$3,937
Fees for Services Legal$2,775--$2,775
Total Functional Expenses$723,609$92,895$0$816,504
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest -CHRP$699,300
Accrued Interest - PSHHC$293,614
Accrued Interest - SUHRP$78,000
Security deposits payable$60,398
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The board of directors has hired a The Duncan Group to provide day to day management and accounting for the rental housing projects.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the board of directors prior to filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to submit an annual written statement disclosing any conficts of interest. If a conflict of interest is present, the board member is required to abstain from voting on the issue.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
South Bay Improvement Association
EIN
77-0210296
Phone
8057813088
Address
3533 Empleo Street, San Luis Obispo, CA 93401

Signing Officer

Name
John Fowler
Title
President
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Tom Tomaszewski CPA
Address
3811 Tilden Drive, El Dorado Hills, CA 95762
Preparer
Tom Tomaszewski
Phone
9168045367
Raw XML AppendixShowing 400 of 480 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043251
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030539
IRS990/AccountsReceivableGrp/BOYAmt074405
IRS990/AccountsReceivableGrp/EOYAmt083605
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide affordable rental housing for 105 total rental units, serving low-income seniors and disabled persons.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ProgramServicesAmt046393
IRS990/AllOtherExpensesGrp/TotalAmt046393
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Controller PSHHC
IRS990/BooksInCareOfDetail/PhoneNum08057813088
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03533 Empleo Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Luis Obispo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0106664
IRS990/CashNonInterestBearingGrp/EOYAmt0116674
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01213
IRS990/CYOtherExpensesAmt0816504
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0870602
IRS990/CYRevenuesLessExpensesAmt055311
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0816504
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0871815
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0758
IRS990/DeferredRevenueGrp/EOYAmt0153
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0107365
IRS990/DepreciationDepletionGrp/TotalAmt0107365
IRS990/Desc0Provide affordable housing and social services for low-income households including seniors and disabled persons. Sea Breeze Apartments and South Bay Apartments, total of 105 rental housing units.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0723609
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016224
IRS990/FeesForServicesAccountingGrp/TotalAmt016224
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02775
IRS990/FeesForServicesLegalGrp/TotalAmt02775
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt092895
IRS990/FeesForServicesManagementGrp/TotalAmt092895
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Monica de Malleville
IRS990/Form990PartVIISectionAGrp/PersonNm1John Fowler
IRS990/Form990PartVIISectionAGrp/PersonNm2Griffin Moore
IRS990/Form990PartVIISectionAGrp/PersonNm3Kenneth Trigueiro
IRS990/Form990PartVIISectionAGrp/PersonNm4Annette Montoya
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assist. Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0871815
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt020273
IRS990/InsuranceGrp/TotalAmt020273
IRS990/IntangibleAssetsGrp/BOYAmt0115000
IRS990/IntangibleAssetsGrp/EOYAmt0102619
IRS990/InterestGrp/ProgramServicesAmt0104481
IRS990/InterestGrp/TotalAmt0104481
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01213
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01213
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02102179
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02983042
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02888058
IRS990/LandBldgEquipCostOrOtherBssAmt04990237
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide affordable rental housing for 105 total rental units, serving low-income seniors and disabled persons.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02531395
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02437616
IRS990/NetAssetsOrFundBalancesBOYAmt0858426
IRS990/NetAssetsOrFundBalancesEOYAmt0913737
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03937
IRS990/OfficeExpensesGrp/TotalAmt03937
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01216196
IRS990/OtherAssetsTotalGrp/EOYAmt01308658
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Maintenance & Repairs
IRS990/OtherExpensesGrp/Desc1Utilities & Garbage
IRS990/OtherExpensesGrp/Desc2Labor & benefits
IRS990/OtherExpensesGrp/Desc3Resident Services
IRS990/OtherExpensesGrp/ProgramServicesAmt0162079
IRS990/OtherExpensesGrp/ProgramServicesAmt1135912
IRS990/OtherExpensesGrp/ProgramServicesAmt294461
IRS990/OtherExpensesGrp/ProgramServicesAmt329709
IRS990/OtherExpensesGrp/TotalAmt0162079
IRS990/OtherExpensesGrp/TotalAmt1135912
IRS990/OtherExpensesGrp/TotalAmt294461
IRS990/OtherExpensesGrp/TotalAmt329709
IRS990/OtherLiabilitiesGrp/BOYAmt01074878
IRS990/OtherLiabilitiesGrp/EOYAmt01131313
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013401
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013744
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0Other Tenant fees
IRS990/ProgramServiceRevenueGrp/Desc1Tenant Assistance
IRS990/ProgramServiceRevenueGrp/Desc2Tenant Rent
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018196
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1330773
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2521633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1330773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2521633
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01654
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0876913
IRS990/PYProgramServiceRevenueAmt0828627
IRS990/PYRevenuesLessExpensesAmt0-46632
IRS990/PYTotalExpensesAmt0876913
IRS990/PYTotalRevenueAmt0830281
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt055311
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01443
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01533
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01316
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0870602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0828627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0821313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0812395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0783727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04116664
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07159
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt04116664
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0870602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0828627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0821313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0812395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0783727
IRS990ScheduleA/Total509Grp/TotalAmt04116664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0871815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0830281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0822756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0813928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0785043
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04123823
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01360767
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02068685
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03429452
IRS990ScheduleD/EquipmentGrp/BookValueAmt0658
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033494
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034152
IRS990ScheduleD/LandGrp/BookValueAmt01526633
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01526633
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0182612
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11068924
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt257122
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Replacement Reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Security Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0293614
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt178000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2699300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt460398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Interest - PSHHC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Interest - SUHRP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued Interest -CHRP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Security deposits payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02888058
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01308658
IRS990ScheduleD/TotalLiabilityAmt01131313
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of directors has hired a The Duncan Group to provide day to day management and accounting for the rental housing projects.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the board of directors prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are required to submit an annual written statement disclosing any conficts of interest. If a conflict of interest is present, the board member is required to abstain from voting on the issue.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Peoples Self-Help Housing Corp
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Duncan Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952750154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770429830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide affordable housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Affordable Housing Management
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509a2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509a2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03533 Empleo Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13533 Empleo Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Luis Obispo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1San Luis Obispo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,513,358
Liabilities
$3,599,621
Net assets
$913,737
Revenue
$871,815
Expenses
$816,504
Net income
$55,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.89$5.34$0.44$1.30$1.47$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.06$5.33$0.27$1.11$1.39$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.42$5.41$0.01$1.21$1.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.65$5.45$0.20$1.09$1.32$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$5.42$0.43$1.05$1.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.99$5.45$0.54$1.12$1.20$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.07$5.45$0.63$1.03$1.24$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.43$5.60$0.83$1.00$1.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.37$5.46$0.90$0.98$1.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.46$5.50$0.96$1.07$1.03$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.51$3.60$0.91$0.87$0.82$0.06
2014Summary only. Only limited summary data is available for this year.$4.51$3.65$0.86$0.83$0.88$0.05
2013Summary only. Only limited summary data is available for this year.$4.58$3.67$0.91$0.82$0.81$0.01
2012Summary only. Only limited summary data is available for this year.$4.59$3.70$0.89$0.81$0.83$0.01
2011Summary only. Only limited summary data is available for this year.$4.62$3.72$0.90$0.79$0.72$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits