Civic Intelligence

Judson Terrace Lodge Inc

990 • Fiscal year 2014 • EIN 77-0389124

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 29, 2015

Organization ProfileWWW.ABHOW.COM
6120 Stoneridge Mall Rd 3rd Floor94588

(925) 924-7100

Siviq Scores

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

Liabilities / Assets

94th percentile

1.18x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

16.12x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$58,289

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.8%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$3,354,442

Down $94,602 (-2.7%) from 2013

Net Assets

Down

-$595,119

Down $103,202 (-21%) from 2013

Liabilities

Up

$3,949,561

Up $8,600 (+0.2%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin7th percentile

Revenue

$245,029

No earlier filing loaded for comparison.

Expenses

Up

$348,231

Up $39,904 (+13%) from 2013

Net Income

-$103,202

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $3,722,424Liabilities 2010: $3,938,142Net Assets 2010: -$215,7182010Assets 2011: $3,627,637Liabilities 2011: $3,944,557Net Assets 2011: -$316,9202011Assets 2012: $3,528,880Liabilities 2012: $3,945,343Net Assets 2012: -$416,4632012Assets 2013: $3,449,044Liabilities 2013: $3,940,961Net Assets 2013: -$491,9172013Assets 2014: $3,354,442Liabilities 2014: $3,949,561Net Assets 2014: -$595,1192014Assets 2015: $3,291,115Liabilities 2015: $3,952,594Net Assets 2015: -$661,4792015Assets 2016: $3,231,542Liabilities 2016: $3,977,198Net Assets 2016: -$745,6562016Assets 2017: $3,151,577Liabilities 2017: $3,997,684Net Assets 2017: -$846,1072017Assets 2018: $3,065,449Liabilities 2018: $3,978,619Net Assets 2018: -$913,1702018Assets 2019: $2,981,403Liabilities 2019: $3,993,328Net Assets 2019: -$1,011,9252019Assets 2020: $2,979,421Liabilities 2020: $4,007,007Net Assets 2020: -$1,027,5862020Assets 2021: $2,966,091Liabilities 2021: $4,031,399Net Assets 2021: -$1,065,3082021Assets 2022: $2,897,759Liabilities 2022: $4,060,262Net Assets 2022: -$1,162,5032022Assets 2023: $2,800,741Liabilities 2023: $4,034,065Net Assets 2023: -$1,233,3242023Assets 2024: $2,695,881Liabilities 2024: $3,993,205Net Assets 2024: -$1,297,3242024

Highlighted filing

2014

Assets$3,354,442
Liabilities$3,949,561
Net Assets-$595,119
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $283,9702010Revenue 2011: $201,395Expenses 2011: $302,597Net Income 2011: -$101,2022011Expenses 2012: $324,8912012Expenses 2013: $308,3272013Revenue 2014: $245,029Expenses 2014: $348,231Net Income 2014: -$103,2022014Revenue 2015: $260,263Expenses 2015: $326,623Net Income 2015: -$66,3602015Revenue 2016: $305,529Expenses 2016: $389,706Net Income 2016: -$84,1772016Revenue 2017: $317,437Expenses 2017: $417,888Net Income 2017: -$100,4512017Revenue 2018: $355,445Expenses 2018: $422,508Net Income 2018: -$67,0632018Revenue 2019: $380,368Expenses 2019: $479,123Net Income 2019: -$98,7552019Revenue 2020: $428,668Expenses 2020: $444,329Net Income 2020: -$15,6612020Revenue 2021: $447,934Expenses 2021: $485,656Net Income 2021: -$37,7222021Revenue 2022: $473,168Expenses 2022: $570,363Net Income 2022: -$97,1952022Revenue 2023: $496,684Expenses 2023: $567,505Net Income 2023: -$70,8212023Revenue 2024: $630,320Expenses 2024: $694,320Net Income 2024: -$64,0002024

Highlighted filing

2014

Revenue$245,029
Expenses$348,231
Net Income-$103,202
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 29, 2015
Return Version
2013v4.0
Gross Receipts
$245,029
Mission and Program Overview

Mission

To provide low-cost rental housing for the elderly, including related facilities and services, which are specifically designed to meet the physical, social and psychological needs of the aged and to contribute to their health, security, happiness and usefulness in longer living.

To provide low-cost rental housing for the elderly,including related facilities and services, which are specifically designed to meet the physical, social and psychological needs of the aged and to contribute to their health, security, happiness and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,325,990$3,221,923▼ $104,067
Savings and Temporary Cash Investments$120,268$85,540▼ $34,728
Cash and Non-Interest-Bearing Accounts$726$30,934▲ $30,208
Accounts Receivable$2,060$0▼ $2,060
Prepaid Expenses and Deferred Charges-$1,115-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,449,044$3,354,442▼ $94,602
Other Assets Total-$14,930-
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,910,900$3,910,900→ $0
Accounts Payable and Accrued Expenses$18,448$26,471▲ $8,023
Escrow Account Liability$11,613$12,190▲ $577
Total Liabilities$3,940,961$3,949,561▲ $8,600
Net Assets / Fund Balance
Unrestricted Net Assets$-491,917$-595,119▼ $103,202
Total Net Assets Fund Balance$-491,917$-595,119▼ $103,202
Total Liabilities and Net Assets / Fund Balance$3,449,044$3,354,442▼ $94,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,024,577$1,062,466$4,087,043
Land$153,740-$153,740
Equipment$35,906$28,175$64,081
Other Land Buildings$7,700$34,746$42,446
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleOtherTotal
Michele BloomAdministrator$58,289$58,289

Board Members and Trustees

NameTitle
Sharon KuhlenschmidtChair
Bob MorganVice Chair
Dr Paul RayHonorary Member
Eldora WarkentinHonorary Member
Beverly ShannonMember
Bob AldermanMember
Edward MartinMember
Ethel SpryMember
Kenneth TaylorMember
Robert MellemaMember
Ted GutierrezMember
Tom NiemiMember
Lori GuelkerSecretary
Donald GreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$244,930
Investment Income
$99
Other Revenue
$0
Change in Net Assets
$-103,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$245,029
Total Revenue per Audited Statements
$245,029
Total Revenue per Form 990
$245,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,886
Salaries, Compensation, and Employee Benefits$68,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$112,557$2,297-$114,854
Occupancy$60,122$1,227-$61,349
Other Salaries and Wages$34,857$13,483-$48,340
Fees for Services Management-$28,067-$28,067
Fees for Services Accounting-$9,918-$9,918
Other Employee Benefits$5,686$1,916-$7,602
Payroll Taxes$4,879$2,204-$7,083
All Other Expenses$4,283$2,060-$6,343
Insurance$5,782$118-$5,900
Other Expenses$2,933$2,031-$4,964
Fees for Services Other$2,267$1,345-$3,612
Current Officers, Directors, Trustees, and Key Employees-$2,915-$2,915
Pension Plan Contributions$1,657$748-$2,405
Office Expenses-$2,150-$2,150
Fees for Services Legal-$1,856-$1,856
Travel-$1,645-$1,645
Advertising-$284-$284
Total Functional Expenses$265,328$82,903$0$348,231

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$348,231
Total Expenses per Audited Statements$348,231
Total Expenses per Form 990$348,231
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

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

“Abhow performed management operations.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“American Baptist Homes of the West, a California nonprofit public benefit corporation, is the sole member of this organization.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“ABHOW, the organization's sole member, elects all board members.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“ABHOW, the organization's sole member, must first approve in writing any decision involving:(a) Merger, consolidation or dissolution of the organization;(b) Amendment, repeal, or restatement of the Articles of Incorporation or the Bylaws;(c) Aggregate borrowing for any purpose (including lease agreements and contracts of sale) in excess of $100,000;(d) Purchase, sale, lease, disposition, hypothecation, exchange, gift, pledge, encumbrance or mortgage of any real property, and of any personal property with a value in excess of $50,000;(e) Transactions outside the ordinary course of business; and(f) Hiring or termination of the Management Agent.”

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

“The initial review of the Form 990 is done by the assistant controller of the management company. The CFO then does a final review and approves the return for filing.”

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

“Board members are required to disclose all conflicts of interest immediately as they occur. The board then evaluates the conflict and determines appropriate action.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“An independent contractor is utilized to review compensation. The findings are then received by the organization's compensation committee which will review compensation findings and make recommendations to the board.”

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

“These documents are available upon request at the organization's place of business.”

Filing and Contact Details

Filer

EIN
77-0389124
Phone
9259247100

Signing Officer

Name
Jeff Moline
Title
Assistant Controller
Signed
2015-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Bloom
Formed
1994
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“TENANT SECURITY DEPOSITS”

Raw XML AppendixShowing 400 of 708 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/BOYAmt018448
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026471
IRS990/AccountsReceivableGrp/BOYAmt02060
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-COST RENTAL HOUSING FOR THE ELDERLY,INCLUDING RELATED FACILITIES AND SERVICES, WHICH ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0284
IRS990/AdvertisingGrp/TotalAmt0284
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02060
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04283
IRS990/AllOtherExpensesGrp/TotalAmt06343
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0AMER BAPTIST HOMES OF THE WEST
IRS990/BooksInCareOfDetail/PhoneNum09259247100
IRS990/BooksInCareOfDetail/USAddress/AddressLine106120 STONERIDGE MALL RD
IRS990/BooksInCareOfDetail/USAddress/City0PLEASANTON
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode094588
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0726
IRS990/CashNonInterestBearingGrp/EOYAmt030934
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02915
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02915
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt099
IRS990/CYOtherExpensesAmt0279886
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0244930
IRS990/CYRevenuesLessExpensesAmt0-103202
IRS990/CYSalariesCompEmpBnftPaidAmt068345
IRS990/CYTotalExpensesAmt0348231
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0245029
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02297
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0112557
IRS990/DepreciationDepletionGrp/TotalAmt0114854
IRS990/Desc0JUDSON TERRACE LODGE INC PROVIDES LOW INCOME RETIREMENT HOUSING. THE CORPORATION PROVIDES HOUSING IN ASSOCIATION WITH THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt011613
IRS990/EscrowAccountLiabilityGrp/EOYAmt012190
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0265328
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09918
IRS990/FeesForServicesAccountingGrp/TotalAmt09918
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01856
IRS990/FeesForServicesLegalGrp/TotalAmt01856
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt028067
IRS990/FeesForServicesManagementGrp/TotalAmt028067
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01345
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02267
IRS990/FeesForServicesOtherGrp/TotalAmt03612
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/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1438.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413055
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm1TED GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB ALDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT MELLEMA
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LORI GUELKER
IRS990/Form990PartVIISectionAGrp/PersonNm6ETHEL SPRY
IRS990/Form990PartVIISectionAGrp/PersonNm7DR PAUL RAY
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm9ELDORA WARKENTIN
IRS990/Form990PartVIISectionAGrp/PersonNm10KENNETH TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM NIEMI
IRS990/Form990PartVIISectionAGrp/PersonNm12SHARON KUHLENSCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm13BEVERLY SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHELE BLOOM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1445234
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7HONORARY MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9HONORARY MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0245029
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0118
IRS990/InsuranceGrp/ProgramServicesAmt05782
IRS990/InsuranceGrp/TotalAmt05900
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt099
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01125387
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03325990
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03221923
IRS990/LandBldgEquipCostOrOtherBssAmt04347310
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE LOW-COST RENTAL HOUSING FOR THE ELDERLY,INCLUDING RELATED FACILITIES AND SERVICES, WHICH ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03910900
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03910900
IRS990/NetAssetsOrFundBalancesBOYAmt0-491917
IRS990/NetAssetsOrFundBalancesEOYAmt0-595119
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01227
IRS990/OccupancyGrp/ProgramServicesAmt060122
IRS990/OccupancyGrp/TotalAmt061349
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02150
IRS990/OfficeExpensesGrp/TotalAmt02150
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt014930
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01916
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05686
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07602
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & maintenance
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08639
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12031
IRS990/OtherExpensesGrp/ProgramServicesAmt017612
IRS990/OtherExpensesGrp/ProgramServicesAmt112693
IRS990/OtherExpensesGrp/ProgramServicesAmt22933
IRS990/OtherExpensesGrp/TotalAmt017612
IRS990/OtherExpensesGrp/TotalAmt112693
IRS990/OtherExpensesGrp/TotalAmt28639
IRS990/OtherExpensesGrp/TotalAmt34964
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013483
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034857
IRS990/OtherSalariesAndWagesGrp/TotalAmt048340
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02204
IRS990/PayrollTaxesGrp/ProgramServicesAmt04879
IRS990/PayrollTaxesGrp/TotalAmt07083
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0748
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01657
IRS990/PensionPlanContributionsGrp/TotalAmt02405
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01115
IRS990/PrincipalOfficerNm0MICHELE BLOOM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127227
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1117703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1117703
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0134044
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0110
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0249674
IRS990/PYProgramServiceRevenueAmt098719
IRS990/PYRevenuesLessExpensesAmt0-75454
IRS990/PYSalariesCompEmpBnftPaidAmt058653
IRS990/PYTotalExpensesAmt0308327
IRS990/PYTotalRevenueAmt0232873
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-103202
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0244930
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120268
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085540
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0134044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0478469
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0244930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt091163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0632191
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0495

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,354,442
Liabilities
$3,949,561
Net assets
-$595,119
Revenue
$245,029
Expenses
$348,231
Net income
-$103,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$3.99$1.30$0.63$0.69$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.80$4.03$1.23$0.50$0.57$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$4.06$1.16$0.47$0.57$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.97$4.03$1.07$0.45$0.49$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.98$4.01$1.03$0.43$0.44$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.98$3.99$1.01$0.38$0.48$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.07$3.98$0.91$0.36$0.42$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.15$4.00$0.85$0.32$0.42$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.23$3.98$0.75$0.31$0.39$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.29$3.95$0.66$0.26$0.33$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.35$3.95$0.60$0.25$0.35$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$3.94$0.49$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$3.95$0.42$0.32
2011Summary only. Only limited summary data is available for this year.$3.63$3.94$0.32$0.20$0.30$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$3.94$0.22$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits