Civic Intelligence

The Rona Barrett Foundation

990 • Fiscal year 2016 • EIN 77-0555412

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

PO Box 1559Santa Ynez, CA 93460

(805) 688-8887

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

94th percentile

72%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

148%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,854,160

Up $1,609,922 (+72%) from 2015

Net Assets

Up

$3,830,874

Up $1,594,630 (+71%) from 2015

Liabilities

Up

$23,286

Up $15,292 (+191%) from 2015

Revenue

Up

$2,322,520

Up $1,385,092 (+148%) from 2015

Expenses

Up

$654,855

Up $380,053 (+138%) from 2015

Net Income

Up

$1,667,665

Up $1,005,039 (+152%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $156,621Liabilities 2011: $33,535Net Assets 2011: $123,0862011Assets 2012: $2,532,571Liabilities 2012: $1,925,940Net Assets 2012: $606,6312012Assets 2013: $2,525,499Liabilities 2013: $1,797,750Net Assets 2013: $727,7492013Assets 2014: $1,578,942Liabilities 2014: $5,324Net Assets 2014: $1,573,6182014Assets 2015: $2,244,238Liabilities 2015: $7,994Net Assets 2015: $2,236,2442015Assets 2016: $3,854,160Liabilities 2016: $23,286Net Assets 2016: $3,830,8742016Assets 2017: $3,542,828Liabilities 2017: $2,482Net Assets 2017: $3,540,3462017Assets 2018: $3,302,993Liabilities 2018: $7,171Net Assets 2018: $3,295,8222018Assets 2019: $3,018,165Liabilities 2019: $3,160Net Assets 2019: $3,015,0052019Assets 2020: $2,945,181Liabilities 2020: $775Net Assets 2020: $2,944,4062020Assets 2021: $2,803,795Liabilities 2021: $12Net Assets 2021: $2,803,7832021Assets 2022: $2,630,981Liabilities 2022: $623Net Assets 2022: $2,630,3582022Assets 2023: $2,372,435Liabilities 2023: -$353Net Assets 2023: $2,372,7882023Assets 2024: $2,138,083Liabilities 2024: $1,436Net Assets 2024: $2,136,6472024

Highlighted filing

2016

Assets$3,854,160
Liabilities$23,286
Net Assets$3,830,874

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $45,578Expenses 2011: $65,497Net Income 2011: -$19,9192011Revenue 2012: $575,001Expenses 2012: $91,456Net Income 2012: $483,5452012Revenue 2013: $196,503Expenses 2013: $152,029Net Income 2013: $44,4742013Revenue 2014: $1,094,454Expenses 2014: $235,695Net Income 2014: $858,7592014Revenue 2015: $937,428Expenses 2015: $274,802Net Income 2015: $662,6262015Revenue 2016: $2,322,520Expenses 2016: $654,855Net Income 2016: $1,667,6652016Revenue 2017: $219,595Expenses 2017: $510,123Net Income 2017: -$290,5282017Revenue 2018: $266,886Expenses 2018: $511,410Net Income 2018: -$244,5242018Revenue 2019: $251,571Expenses 2019: $532,391Net Income 2019: -$280,8202019Revenue 2020: $475,958Expenses 2020: $546,557Net Income 2020: -$70,5992020Revenue 2021: $418,361Expenses 2021: $558,984Net Income 2021: -$140,6232021Revenue 2022: $474,838Expenses 2022: $648,263Net Income 2022: -$173,4252022Revenue 2023: $428,286Expenses 2023: $694,872Net Income 2023: -$266,5862023Revenue 2024: $291,669Expenses 2024: $535,952Net Income 2024: -$244,2832024

Highlighted filing

2016

Revenue$2,322,520
Expenses$654,855
Net Income$1,667,665
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$2,391,192
Mission and Program Overview

Mission

The rona barrett foundation seeks to provide a solution to affordable housing for seniors in need with a project called "the golden inn & village". Through a community partnership, the foundation has acquired land for the village and is creating programs that will enable seniors to re-define this phase of their lives and re-invent themselves so that they may remain contributing members of society. Outreach will be made to the primary caregivers, whether they be family or friends, to provide basic training in caregiver skills and respite from this difficult but important duty. Public awareness of the state of seniors in need will be raised by radio, television, and appearances at special events.

To provide affordable housing for the elderly in need in a community centered model.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$569,114$2,251,874▲ $1,682,760
Land, Buildings, and Equipment, Net$1,330,215$1,257,057▼ $73,158
Pledges and Grants Receivable$244,300$255,100▲ $10,800
Intangible Assets$99,559$89,079▼ $10,480
Prepaid Expenses and Deferred Charges$850$850→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$2,244,238$3,854,160▲ $1,609,922
Other Assets Total$200$200→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,994$23,286▲ $15,292
Total Liabilities$7,994$23,286▲ $15,292
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$2,054,300-
Unrestricted Net Assets$2,236,244$1,776,574▼ $459,670
Total Net Assets Fund Balance$2,236,244$3,830,874▲ $1,594,630
Total Liabilities and Net Assets / Fund Balance$2,244,238$3,854,160▲ $1,609,922

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,256,932-$1,256,932
Equipment-$2,952$2,952
Other Land Buildings$125$1,917$2,042
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rona BarrettChair
Fred RiceDirector
Lisa ClementDirector
Roger BattistoneDirector
Tony MorrisDirector
Tresha SellDirector
Steve RedenSecretary
Susan WeberVP & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,236,595
Program Service Revenue
$0
Investment Income
$4,267
Other Revenue
$81,658
All Other Contributions
$71,209
Change in Net Assets
$1,667,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,322,520
Total Revenue per Audited Statements
$2,322,520
Total Revenue per Form 990
$2,322,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,712
Salaries, Compensation, and Employee Benefits$147,143
Total Fundraising Expense$129,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,357$36,786-$147,143
All Other Expenses$9,608$9,509$8,487$27,604
Fees for Services Other-$780$17,215$17,995
Fees for Services Legal$14,046--$14,046
Occupancy-$11,377-$11,377
Depreciation Depletion$10,480$123-$10,603
Fees for Services Accounting$1,331$6,331-$7,662
Office Expenses$3,533$3,532-$7,065
Other Expenses$6,566$4,270$103,990$6,566
Insurance$3,138$1,377-$4,515
Total Functional Expenses$451,078$74,085$129,692$654,855

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$654,855
Total Expenses per Audited Statements$654,855
Total Expenses per Form 990$654,855
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$150,330
Fundraising Direct Expenses$68,672
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Band Ball$150,330$150,330$68,672$81,658
Total Events$150,330$150,330$68,672$81,658
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
Yes
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
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
No

Governance Explanations

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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rona Barrett Foundation
EIN
77-0555412
Phone
8056888887
Address
PO BOX 1559, SANTA YNEZ, CA 93460

Signing Officer

Name
Rona Barrett
Title
Chair
Signed
2017-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rona Barrett
Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Travis Hole CPA
Phone
8059252579
Raw XML AppendixShowing 400 of 444 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07994
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023286
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY IN NEED IN A COMMUNITY CENTERED MODEL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt071209
IRS990/AllOtherExpensesGrp/FundraisingAmt08487
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09509
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09608
IRS990/AllOtherExpensesGrp/TotalAmt027604
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0RONA BARRETT
IRS990/BooksInCareOfDetail/PhoneNum08056888887
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1620
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA YNEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093460
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0569114
IRS990/CashNonInterestBearingGrp/EOYAmt02251874
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/CYContributionsGrantsAmt02236595
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04267
IRS990/CYOtherExpensesAmt0507712
IRS990/CYOtherRevenueAmt081658
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01667665
IRS990/CYSalariesCompEmpBnftPaidAmt0147143
IRS990/CYTotalExpensesAmt0654855
IRS990/CYTotalFundraisingExpenseAmt0129692
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02322520
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0123
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010480
IRS990/DepreciationDepletionGrp/TotalAmt010603
IRS990/Desc0CREATING THE GOLDEN INN & VILLAGE, AN INNOVATIVE CARE FACILITY FOR LOW-INCOME SENIORS PROVIDING HOUSING, ADULT DAY CARE, SHORT-TERM CAREGIVER RESPOITE AND A COMMUNITY CENTER. CONSTRUCTION WAS COMPLETED IN 2016 AND THE FACILITY WAS OPENED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0451078
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt02165386
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06331
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01331
IRS990/FeesForServicesAccountingGrp/TotalAmt07662
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt014046
IRS990/FeesForServicesLegalGrp/TotalAmt014046
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt017215
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0780
IRS990/FeesForServicesOtherGrp/TotalAmt017995
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0RONA BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE REDEN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROGER BATTISTONE
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm5TONY MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6FRED RICE
IRS990/Form990PartVIISectionAGrp/PersonNm7TRESHA SELL
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt068672
IRS990/FundraisingGrossIncomeAmt0150330
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02391192
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01377
IRS990/InsuranceGrp/ProgramServicesAmt03138
IRS990/InsuranceGrp/TotalAmt04515
IRS990/IntangibleAssetsGrp/BOYAmt099559
IRS990/IntangibleAssetsGrp/EOYAmt089079
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04267
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04267
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04869
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01330215
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01257057
IRS990/LandBldgEquipCostOrOtherBssAmt01261926
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION RECEIVES AND ADMINISTERS FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE MAIN FUNCTION OF THE FOUNDATION IS TO ACCEPT AND HOLD PROPERTY, EITHER REAL, PERSONAL, TANGIBLE, OR INTANGIBLE, AND UTILIZE SUCH PROPERTY TO PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02236244
IRS990/NetAssetsOrFundBalancesEOYAmt03830874
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt081658
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt081658
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt011377
IRS990/OccupancyGrp/TotalAmt011377
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03532
IRS990/OfficeExpensesGrp/ProgramServicesAmt03533
IRS990/OfficeExpensesGrp/TotalAmt07065
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0200
IRS990/OtherAssetsTotalGrp/EOYAmt0200
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Golden Inn & Village
IRS990/OtherExpensesGrp/Desc1Public Relations
IRS990/OtherExpensesGrp/Desc2Campaigns
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0103990
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04270
IRS990/OtherExpensesGrp/ProgramServicesAmt0287749
IRS990/OtherExpensesGrp/ProgramServicesAmt14270
IRS990/OtherExpensesGrp/ProgramServicesAmt26566
IRS990/OtherExpensesGrp/TotalAmt0287749
IRS990/OtherExpensesGrp/TotalAmt1103990
IRS990/OtherExpensesGrp/TotalAmt28540
IRS990/OtherExpensesGrp/TotalAmt36566
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036786
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110357
IRS990/OtherSalariesAndWagesGrp/TotalAmt0147143
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0244300
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0255100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0850
IRS990/PrincipalOfficerNm0RONA BARRETT
IRS990/PriorPeriodAdjustmentsAmt0-73035
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0944647
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0250
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0173885
IRS990/PYOtherRevenueAmt0-7469
IRS990/PYRevenuesLessExpensesAmt0662626
IRS990/PYSalariesCompEmpBnftPaidAmt0100917
IRS990/PYTotalExpensesAmt0274802
IRS990/PYTotalRevenueAmt0937428
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01667665
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02233521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0950887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0294435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0193815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0568520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04241178
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04241178
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02233521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0950887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0294435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0193815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0568520
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04241178
IRS990ScheduleA/TotalSupportAmt04241178
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02952
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02952
IRS990ScheduleD/ExpensesSubtotalAmt0654855
IRS990ScheduleD/LandGrp/BookValueAmt01256932
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01256932
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0125
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01917
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02042
IRS990ScheduleD/RevenueSubtotalAmt02322520
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01257057
IRS990ScheduleD/TotalExpensesPerForm990Amt0654855
IRS990ScheduleD/TotalRevenuePerForm990Amt02322520
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02322520
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0654855
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068672
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIG BAND BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0150330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0150330
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081658
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt068672
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt068672
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02054300
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02244238
IRS990/TotalAssetsEOYAmt03854160
IRS990/TotalAssetsGrp/BOYAmt02244238
IRS990/TotalAssetsGrp/EOYAmt03854160
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02236595
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0129692
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0451078
IRS990/TotalFunctionalExpensesGrp/TotalAmt0654855
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07994
IRS990/TotalLiabilitiesEOYAmt023286
IRS990/TotalLiabilitiesGrp/BOYAmt07994
IRS990/TotalLiabilitiesGrp/EOYAmt023286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02236244
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03830874
IRS990/TotalProgramServiceExpensesAmt0451078
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085925

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.29$0.54$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.43$0.69$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.47$0.65$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.42$0.56$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.94$0.48$0.55$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.25$0.53$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.30$0.27$0.51$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.22$0.51$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.02$3.83$2.32$0.65$1.67
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.24$0.94$0.27$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$1.09$0.24$0.86
2013Detailed filing. Detailed filing data is available for this year.$2.53$1.80$0.73$0.20$0.15$0.04
2012Summary only. Only limited summary data is available for this year.$2.53$1.93$0.61$0.58$0.09$0.48
2011Summary only. Only limited summary data is available for this year.$0.16$0.03$0.12$0.05$0.07$0.02