Civic Intelligence

Symphony West Rhf Housing Inc

EIN 91-2118974 • 501(c)3 • Long Beach, CA

Profile

Symphony west rhf housing, inc. Is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the commonwealth of massachusetts. The corporation was formed for the purpose of providing housing to low income families.

911 North Studebaker RdLong Beach, CA 90815

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

100th percentile

202%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

-$708

Down $1,111 (-276%) from 2016

Liabilities

Up

$28,220

Up $1,135 (+4.2%) from 2016

Net Assets

Down

-$28,928

Down $2,246 (-8.4%) from 2016

Revenue

Down

-$1,111

Down $1,245 (-929%) from 2016

Expenses

Down

$1,135

Down $10 (-0.9%) from 2016

Net Income

Down

-$2,246

Down $1,235 (-122%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20K-$40KAssets 2016: $403Liabilities 2016: $27,085Net Assets 2016: -$26,6822016Assets 2017: -$708Liabilities 2017: $28,220Net Assets 2017: -$28,9282017

Highlighted filing

2017

Assets-$708
Liabilities$28,220
Net Assets-$28,928

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0K$1.0K$0-$1.0K-$2.0K-$3.0KRevenue 2016: $134Expenses 2016: $1,145Net Income 2016: -$1,0112016Revenue 2017: -$1,111Expenses 2017: $1,135Net Income 2017: -$2,2462017

Highlighted filing

2017

Revenue-$1,111
Expenses$1,135
Net Income-$2,246

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$213
Mission and Program Overview

Mission

Symphony west rhf housing, inc. Is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the commonwealth of massachusetts. The corporation was formed for the purpose of providing housing to low income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Cap Stk Tr Prin Current Funds$100$100→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-26,782$-29,028▼ $2,246
Total Assets$403$-708▼ $1,111
Other Assets Total$303$-808▼ $1,111
Liabilities
Other Liabilities$27,085$28,220▲ $1,135
Total Liabilities$27,085$28,220▲ $1,135
Net Assets / Fund Balance
Total Net Assets Fund Balance$-26,682$-28,928▼ $2,246
Total Liabilities and Net Assets / Fund Balance$403$-708▼ $1,111
Compensation and Service Providers

Employees

NameTitleOtherTotal
Florence WebbSr. Develop Proj Mgr$149,138$149,138

Board Members and Trustees

NameTitle
Dr Laverne R JosephPresident
Darryl M SextonVice President
Christina E PotterDirector
David S MoyerDirector
John BaumanDirector
Raymond EastDirector
Stewart M SimingtonDirector
Bobby FardDirector of Acquisitions
John ClowDirector of Risk Management
Kevin GilchristSr. Director of Dev. Finan
Frank Rossello JrCFO & VP Finance
Christopher PurcellController
See Schedule Jo SalaryDisclosure - Pgs 25 & 28
Diane KingRegional Mgr Health Care
Robert R AmbergSenior VP General Counsel
Frank G JahrlingTreasurer
Anders PlettVP Acquisitions & Project
Cheryl J HowellVP Administrative Services
Peter O PeabodyVP Health Care Operations
Stuart J HartmanVP Housing Operations
Nada BattagliaVP Human Resources
Deborah J StouffVP of Corp Records, Corp S
Stephanie TitusVP Philanthropy
Vincent B MagnoneVP Treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$212
Investment Income
$-1,323
Other Revenue
$0
Change in Net Assets
$-2,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,135
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
Fees for Services Accounting-$1,100-$1,100
Other Expenses-$35-$35
Total Functional Expenses$0$1,135$0$1,135
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$28,220
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has one class of members, which consists of retirement housing foundation, the sole member of the organization.

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

The directors will be elected at an annual meeting of the member.

Form 990, Part VI, Section A, Line 7B

Approval of the member is required for disposition of substantially all of the assets of the corporation or a merger, and on a dissolution. The bylaws may be amended or repealed by the vote of the member. Articles may be amended if approved by the vote or written assent of the member.

Form 990, Part VI, Section B, Line 11B

The company thoroughly reviews the form 990 before providing a copy to the governing body and filing.

Form 990, Part VI, Section B, Line 12C

Upon joining the company and annually thereafter, all employees and board members are required to complete and sign a certification acknowledging their understanding and agreement to comply with the company's conflict of interest policy, including disclosing any activities that may appear or may be deemed violations of the policy. Board members and company officers have an additional and more comprehensive conflict of interest policy and certification requirement. Designated management personnel are responsible for tracking the distribution and return of all certifications and for accounting and reporting any disclosures to the company's compliance officer. If further review of any disclosure is merited, the compliance officer forwards the certification to the company's general counsel, ceo and/or board for final disposition. Individuals who have made disclosures are advised of final dispositions. An employee's failure to submit timely certifications, disclosures and/or to take the necessary required actions to avoid conflicts may be disciplined, up to and including termination. If the individual is a board member, he or she may be subject to removal from his or her position.

Form 990, Part VI, Section B, Line 15

The process for determining compensation for the ceo, executive director, top management officials and other officers or key employees included an extensive review and approval by independent persons.

Form 990, Part VI, Section C, Line 19

The form 990 and all related financial and policy information are made available to the public upon written request.

FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II:

The compensation listed on schedule j and elsewhere in this return is for services provided to and paid by retirement housing foundation, which is a related organization that sponsors and manages through subsidiaries approximately 175 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing and assisted living services for senior adults, low income families and persons with disabilities throughout the united states including the district of columbia, puerto rico and the virgin islands.

Filing and Contact Details

Filer

Filer Name
Symphony West Rhf Housing Inc
EIN
91-2118974
Phone
5622575100
Address
911 NORTH STUDEBAKER RD, LONG BEACH, CA 90815

Signing Officer

Name
Deborah Stouff
Title
Corporate Secretary
Phone
5622575100
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Stouff
Formed
2001
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
12 POST OFFICE SQUARE 4TH FLOOR, BOSTON, MA 02109
Preparer
Charles a Rhuda Iii
Phone
6173301920
Supplemental Narrative

Additional Explanations

FORM 990, SCHEDULE R, PART V, LINE 1:

For the purposes of schedule r, part v, the following applies: retirement housing foundation and foundation property management, inc. Are california not-for-profit corporations that sponsor or manage approximately 175 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing and assisted living services for senior adults, low income families and persons with disabilities throughout the united states including the district of columbia and the virgin islands. -line item 1q includes tax preparation fees paid by a related organization.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23144172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24144122
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF CORP RECORDS, CORP S
IRS990/Form990PartVIISectionAGrp/TitleTxt9DISCLOSURE - PGS 25 & 28
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VP GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP HOUSING OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO & VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP HEALTH CARE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP TREASURY
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP ACQUISITIONS & PROJECT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. DIRECTOR OF DEV. FINAN
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP ADMINISTRATIVE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt21SR. DEVELOP PROJ MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIR. OF RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIR. OF ACQUISITIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt24REGIONAL MGR HEALTH CARE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1324
IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0213
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SYMPHONY WEST RHF HOUSING, INC. IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE COMMONWEALTH OF MASSACHUSETTS. THE CORPORATION WAS FORMED FOR THE PURPOSE OF PROVIDING HOUSING TO LOW INCOME FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-26682
IRS990/NetAssetsOrFundBalancesEOYAmt0-28928
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1324
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-1324
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0303
IRS990/OtherAssetsTotalGrp/EOYAmt0-808
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FRANCHISE TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/TotalAmt035
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IRS990/OtherLiabilitiesGrp/EOYAmt028220
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEBORAH STOUFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0INCOME FROM PARTNERSHI
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01145
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0134
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0134
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2246
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-29028
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportTotal509Amt0346
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/Total509Grp/TotalAmt0346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0347
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
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IRS990ScheduleD/TotalLiabilityAmt028220
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50

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