Civic Intelligence

Harborview Properties Inc.

990 • Fiscal year 2014 • EIN 91-6086253

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 07, 2015

6120 Stoneridge Mall Road 3rd FLDuarte, CA 94588

(925) 924-7100

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

100th percentile

$2,229,810

Higher top officer pay than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-0.0%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Annualized from 2013 to 2014

Assets

Down

$62,620

Down $17 (-0.0%) from 2013

Net Assets

Down

$62,620

Down $17 (-0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Flat

$0

Flat from 2013

Expenses

Down

$17

Down $6 (-26%) from 2013

Net Income

Up

-$17

Up $6 (+26%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,626,932Liabilities 2010: $1,975,092Net Assets 2010: -$348,1602010Assets 2011: $1,913,094Liabilities 2011: $2,346,066Net Assets 2011: -$432,9722011Assets 2012: $276,060Liabilities 2012: $0Net Assets 2012: $276,0602012Assets 2013: $62,637Liabilities 2013: $0Net Assets 2013: $62,6372013Assets 2014: $62,620Liabilities 2014: $0Net Assets 2014: $62,6202014Assets 2015: $62,602Liabilities 2015: $0Net Assets 2015: $62,6022015Assets 2016: $62,587Liabilities 2016: $0Net Assets 2016: $62,5872016

Highlighted filing

2014

Assets$62,620
Liabilities$0
Net Assets$62,620

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,270,2302010Revenue 2011: $1,188,941Expenses 2011: $1,273,753Net Income 2011: -$84,8122011Expenses 2012: $8,273,5152012Revenue 2013: $0Expenses 2013: $23Net Income 2013: -$232013Revenue 2014: $0Expenses 2014: $17Net Income 2014: -$172014Revenue 2015: $0Expenses 2015: $18Net Income 2015: -$182015Revenue 2016: $0Expenses 2016: $15Net Income 2016: -$152016

Highlighted filing

2014

Revenue$0
Expenses$17
Net Income-$17
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 7, 2015
Return Version
2013v4.0
Gross Receipts
$0
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$62,637$62,620▼ $17
Total Assets$62,637$62,620▼ $17
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$62,637$62,620▼ $17
Total Net Assets Fund Balance$62,637$62,620▼ $17
Total Liabilities and Net Assets / Fund Balance$62,637$62,620▼ $17

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$62,620--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kathy WilliamsAdministratorFT$61,978$61,978

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-17
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17
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
Other Expenses$17--$17
Total Functional Expenses$17$0$0$17
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

American baptist homes of the west performed management operations.

Form 990, Part VI, Section A, Line 6

American baptist homes of the west, a california nonprofit public benefit corporation, is the sole member of this organization.

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

Abhow, the organization's sole member, elects all board members.

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

Abhow, the organization's sole member, must first approve in writing any decisions 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 purposes (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, Section B, Line 11

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

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

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, Section B, Line 15

The board utilizes an independent contractor to review compensation. The results of this independent review are then provide to a compensation committee who recommends compensation amounts to the board.

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
91-6086253
Phone
9259247100

Signing Officer

Name
Andrew Mcdonald
Title
Abhow VP Controller
Phone
9259247100
Signed
2015-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Williams
Formed
1967
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Ellen Wilde
Phone
3178485700
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMERICAN BAPTIST HOMES OF THE WEST PERFORMED MANAGEMENT OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMERICAN BAPTIST HOMES OF THE WEST, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IS THE SOLE MEMBER OF THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ABHOW, THE ORGANIZATION'S SOLE MEMBER, ELECTS ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ABHOW, THE ORGANIZATION'S SOLE MEMBER, MUST FIRST APPROVE IN WRITING ANY DECISIONS 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 PURPOSES (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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INITIAL REVIEW OF THE FORM 990 IS DONE BY THE ASSISTANT CONTROLLER OF THE MANAGEMENT COMPANY. THE CONTROLLER THEN DOES A FINAL REVIEW AND APPROVES THE RETURN FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST IMMEDIATELY AS THEY OCCUR. THE BOARD THEN EVALUATES THE CONFLICT AND DETERMINES APPROPRIATE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD UTILIZES AN INDEPENDENT CONTRACTOR TO REVIEW COMPENSATION. THE RESULTS OF THIS INDEPENDENT REVIEW ARE THEN PROVIDE TO A COMPENSATION COMMITTEE WHO RECOMMENDS COMPENSATION AMOUNTS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0453567171
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1274507581
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.20000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0OPERATE LOW-INCOME HOUSING FACILITIES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1OPERATE LOW-INCOME HOUSING FACILITIES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10HARBORVIEW MANOR GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine11HARBORVIEW MANOR LLLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine106120 STONERIDGE MALL RD 3RD FLOOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine116120 STONERIDGE MALL RD 3RD FLOOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City0PLEASANTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City1PLEASANTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode094588
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode194588
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10AMERICAN BAPTIST HOMES OF THE WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941225374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATE LOW-INCOME HOUSING FACILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine106120 STONERIDGE MALL RD 3RD FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode094588
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt062637
IRS990/TotalAssetsEOYAmt062620
IRS990/TotalAssetsGrp/BOYAmt062637
IRS990/TotalAssetsGrp/EOYAmt062620
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017
IRS990/TotalFunctionalExpensesGrp/TotalAmt017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062637
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062620
IRS990/TotalOtherCompensationAmt0173165
IRS990/TotalProgramServiceExpensesAmt017
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062620
IRS990/TotReportableCompRltdOrgAmt02118623
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt062637
IRS990/UnrestrictedNetAssetsGrp/EOYAmt062620
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106120 STONERIDGE MALL ROAD 3RD FL
IRS990/USAddress/City0PLEASANTON
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094588
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08

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