Civic Intelligence

Fiduciary Properties Inc

990 • Fiscal year 2015 • EIN 77-0397619

Jan 01, 2015 to Oct 31, 2015 • Filed on Sep 29, 2016

Organization ProfileN/A
801 North Brand BlvdGlendale, CA 91203

(818) 545-1152

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

36th percentile

-3.1%

Faster revenue growth than 36% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $27,918,966 (-100%) from 2014

Net Assets

Down

$0

Down $27,784,860 (-100%) from 2014

Liabilities

Down

$0

Down $134,106 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin99th percentile

Revenue

Down

$1,459,140

Down $46,621 (-3.1%) from 2014

Expenses

Down

$0

Down $1,430,000 (-100%) from 2014

Net Income

Up

$1,459,140

Up $1,383,379 (+1826%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$30M$20M$10M$0Assets 2011: $27,100,153Liabilities 2011: $117,343Net Assets 2011: $26,982,8102011Assets 2012: $27,005,068Liabilities 2012: $127,188Net Assets 2012: $26,877,8802012Assets 2013: $27,358,812Liabilities 2013: $119,713Net Assets 2013: $27,239,0992013Assets 2014: $27,918,966Liabilities 2014: $134,106Net Assets 2014: $27,784,8602014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth36th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $428,738Expenses 2011: $1,175,000Net Income 2011: -$746,2622011Expenses 2012: $1,770,4922012Revenue 2013: $1,406,219Expenses 2013: $1,395,000Net Income 2013: $11,2192013Revenue 2014: $1,505,761Expenses 2014: $1,430,000Net Income 2014: $75,7612014Revenue 2015: $1,459,140Expenses 2015: $0Net Income 2015: $1,459,1402015

Highlighted filing

2015

Revenue$1,459,140
Expenses$0
Net Income$1,459,140
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Oct 31, 2015
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$2,611,120
Mission and Program Overview

Mission

Manage San Luis Obispo County Pension Trust's direct real estate holdings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,784,860$0▼ $27,784,860
Land, Buildings, and Equipment, Net$27,165,000$0▼ $27,165,000
Prepaid Expenses and Deferred Charges$318,216$0▼ $318,216
Savings and Temporary Cash Investments$150,413$0▼ $150,413
Other Notes and Loans Receivable, Net$53,972$0▼ $53,972
Cash and Non-Interest-Bearing Accounts$50,985$0▼ $50,985
Accounts Receivable-$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-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$27,918,966$0▼ $27,918,966
Other Assets Total$180,380$0▼ $180,380
Liabilities
Other Liabilities$122,606$0▼ $122,606
Accounts Payable and Accrued Expenses$11,500--
Total Liabilities$134,106$0▼ $134,106
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,784,860$0▼ $27,784,860
Total Liabilities and Net Assets / Fund Balance$27,918,966$0▼ $27,918,966
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Stanley L IezmanChairman & CEO
Scott DarlingPresident & Secretary
Kirk HelgesonEVP/EMD, Investments
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$151,833
Other Revenue
$1,307,307
Change in Net Assets
$1,459,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The sole stockholder is the San Luis Obispo County Pension Trust, as they have the rights to receive the organization's profits and net assets upon the organization's dissolution. They also have complete authority to elect the Board of Directors and Officers.”

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

“The sole stockholder, San Luis Obispo County Pension Trust, has complete authority to elect the Board of Directors and Officers.”

Form 990, Part VI, Section A, line 8B

“The organization does not have the necessity for and has not established a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“The fund controller reviews the draft of the Form 990 submitted by the tax preparer for reasonableness, in comparison to prior year returns, as well as adjusted balances prior to finalization and submission.”

Form 990, Part VI, Section C, line 19

“The governing documents are available upon request in writing.”

Filing and Contact Details

Filer

Filer Name
Fiduciary Properties Inc
EIN
77-0397619
Phone
8185451152
Address
801 North Brand Blvd, Glendale, CA 91203

Signing Officer

Name
Scott Darling
Title
President & Secretary
Phone
8185451152
Signed
2016-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Darling
Formed
1994
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Zack Fortsch
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Previously recorded unrealized gain on real estate investments sold 2,627,357. Net assets transferred to related organization due to merger -31,484,786. Contribution from San Luis Obispo County Pension Trust 68,476. Distribution to San Luis Obispo County Pension Trust -430,000.”

Financial Statement Notes

Part X, Line 2:

“The unaudited, consolidated financial statements are comprised of entities which are tax-exempt. Accordingly, no provision or liability for income taxes has been reflected in the accompanying consolidated financial statements. Accounting Standards Codification Topic 740, Income Taxes, requires the recognition of the impact of a tax position in the consolidated financial statements if that position is more likely than not of being sustained on a tax return upon examination by the relevant taxing authority, based on the technical merits of the position. At December 31, 2015, the organization had no unrecognized tax benefits.”

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The unaudited, consolidated financial statements are comprised of entities which are tax-exempt. Accordingly, no provision or liability for income taxes has been reflected in the accompanying consolidated financial statements. Accounting Standards Codification Topic 740, Income Taxes, requires the recognition of the impact of a tax position in the consolidated financial statements if that position is more likely than not of being sustained on a tax return upon examination by the relevant taxing authority, based on the technical merits of the position. At December 31, 2015, the organization had no unrecognized tax benefits.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Person(s) Involved: Stanley L. Iezman, Scott Darling, and Kirk Helgeson
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Explanation of Involvement: Stanley L. Iezman, Scott Darling, and Kirk Helgeson became officers of the transferee organization, Fiduciary Properties Holding Corporation.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2e:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The sole stockholder is the San Luis Obispo County Pension Trust, as they have the rights to receive the organization's profits and net assets upon the organization's dissolution. They also have complete authority to elect the Board of Directors and Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The sole stockholder, San Luis Obispo County Pension Trust, has complete authority to elect the Board of Directors and Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not have the necessity for and has not established a committee with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The fund controller reviews the draft of the Form 990 submitted by the tax preparer for reasonableness, in comparison to prior year returns, as well as adjusted balances prior to finalization and submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents are available upon request in writing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Previously recorded unrealized gain on real estate investments sold 2,627,357. Net assets transferred to related organization due to merger -31,484,786. Contribution from San Luis Obispo County Pension Trust 68,476. Distribution to San Luis Obispo County Pension Trust -430,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 Mill Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1801 North Brand Blvd Suite 800
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Luis Obispo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Glendale
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt027918966
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt027918966
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134106
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0134106
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0154433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01304707
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01459140
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 North Brand Blvd
IRS990/USAddress/CityNm0Glendale
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091203
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Darling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08185451152
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fiduciary Properties Inc
ReturnHeader/Filer/BusinessNameControlTxt0FIDU
ReturnHeader/Filer/EIN0770397619
ReturnHeader/Filer/PhoneNum08185451152
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 North Brand Blvd
ReturnHeader/Filer/USAddress/CityNm0Glendale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S WACKER DRIVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zack Fortsch
ReturnHeader/ReturnTs02016-09-29T15:43:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02015

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,459,140
Expenses
$0
Net income
$1,459,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$0.00$1.46
2014Detailed filing. Detailed filing data is available for this year.$27.9$0.13$27.8$1.51$1.43$0.08
2013Detailed filing. Detailed filing data is available for this year.$27.4$0.12$27.2$1.41$1.40$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$0.13$26.9$1.77
2011Summary only. Only limited summary data is available for this year.$27.1$0.12$27.0$0.43$1.18$0.75