Civic Intelligence

Lafayette Senior Housing Association Inc

EIN 94-2331267 • 501(c)3 • Lafayette, CA

Profile

The organization's mission is to provide elderly and handicapped persons with low-income housing.

3512 Moraga BlvdLafayette, CA 94549

n/A

Siviq Scores

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

Liabilities / Assets

85th percentile

0.71x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

5.55x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$16,712,734

Up $993,559 (+6.3%) from 2023

Liabilities

Down

$11,918,312

Down $148,089 (-1.2%) from 2023

Net Assets

Up

$4,794,422

Up $1,141,648 (+31%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin77th percentile

Revenue

Up

$2,146,325

Up $209,906 (+11%) from 2023

Expenses

Up

$1,637,006

Up $33,831 (+2.1%) from 2023

Net Income

Up

$509,319

Up $176,075 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1,769,420Liabilities 2011: $1,111,558Net Assets 2011: $657,8622011Assets 2012: $1,698,801Liabilities 2012: $1,015,642Net Assets 2012: $683,1592012Assets 2013: $1,653,126Liabilities 2013: $909,935Net Assets 2013: $743,1912013Assets 2014: $1,600,538Liabilities 2014: $801,793Net Assets 2014: $798,7452014Assets 2015: $1,536,014Liabilities 2015: $672,449Net Assets 2015: $863,5652015Assets 2016: $1,440,864Liabilities 2016: $536,274Net Assets 2016: $904,5902016Assets 2017: $1,433,625Liabilities 2017: $408,033Net Assets 2017: $1,025,5922017Assets 2018: $1,420,924Liabilities 2018: $332,132Net Assets 2018: $1,088,7922018Assets 2019: $14,442,289Liabilities 2019: $12,658,417Net Assets 2019: $1,783,8722019Assets 2020: $15,247,832Liabilities 2020: $12,713,739Net Assets 2020: $2,534,0932020Assets 2021: $16,555,247Liabilities 2021: $12,270,191Net Assets 2021: $4,285,0562021Assets 2022: $15,049,739Liabilities 2022: $12,153,483Net Assets 2022: $2,896,2562022Assets 2023: $15,719,175Liabilities 2023: $12,066,401Net Assets 2023: $3,652,7742023Assets 2024: $16,712,734Liabilities 2024: $11,918,312Net Assets 2024: $4,794,4222024

Highlighted filing

2024

Assets$16,712,734
Liabilities$11,918,312
Net Assets$4,794,422
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $832,322Expenses 2011: $814,081Net Income 2011: $18,2412011Revenue 2012: $798,834Expenses 2012: $773,537Net Income 2012: $25,2972012Revenue 2013: $818,126Expenses 2013: $758,094Net Income 2013: $60,0322013Revenue 2014: $833,427Expenses 2014: $777,873Net Income 2014: $55,5542014Revenue 2015: $836,312Expenses 2015: $771,492Net Income 2015: $64,8202015Revenue 2016: $855,934Expenses 2016: $814,909Net Income 2016: $41,0252016Revenue 2017: $861,213Expenses 2017: $740,211Net Income 2017: $121,0022017Revenue 2018: $857,828Expenses 2018: $794,628Net Income 2018: $63,2002018Revenue 2019: $1,620,050Expenses 2019: $1,277,497Net Income 2019: $342,5532019Revenue 2020: $1,868,685Expenses 2020: $1,393,752Net Income 2020: $474,9332020Revenue 2021: $1,795,613Expenses 2021: $1,497,686Net Income 2021: $297,9272021Revenue 2022: $1,856,991Expenses 2022: $1,574,151Net Income 2022: $282,8402022Revenue 2023: $1,936,419Expenses 2023: $1,603,175Net Income 2023: $333,2442023Revenue 2024: $2,146,325Expenses 2024: $1,637,006Net Income 2024: $509,3192024

Highlighted filing

2024

Revenue$2,146,325
Expenses$1,637,006
Net Income$509,319
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,712,734
Liabilities
$11,918,312
Net assets
$4,794,422
Revenue
$2,146,325
Expenses
$1,637,006
Net income
$509,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$11.9$4.79$2.15$1.64$0.51
2023Detailed filing. Detailed filing data is available for this year.$15.7$12.1$3.65$1.94$1.60$0.33
2022Detailed filing. Detailed filing data is available for this year.$15.0$12.2$2.90$1.86$1.57$0.28
2021Detailed filing. Detailed filing data is available for this year.$16.6$12.3$4.29$1.80$1.50$0.30
2020Detailed filing. Detailed filing data is available for this year.$15.2$12.7$2.53$1.87$1.39$0.47
2019Detailed filing. Detailed filing data is available for this year.$14.4$12.7$1.78$1.62$1.28$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.33$1.09$0.86$0.79$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.41$1.03$0.86$0.74$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.54$0.90$0.86$0.81$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.67$0.86$0.84$0.77$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.80$0.80$0.83$0.78$0.06
2013Summary only. Only limited summary data is available for this year.$1.65$0.91$0.74$0.82$0.76$0.06
2012Summary only. Only limited summary data is available for this year.$1.70$1.02$0.68$0.80$0.77$0.03
2011Summary only. Only limited summary data is available for this year.$1.77$1.11$0.66$0.83$0.81$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,272,332
Mission and Program Overview

Mission

The organization's mission is to provide elderly and handicapped persons with low-income housing.

To provide elderly and handicapped persons with low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,420,629$11,833,104▲ $1,412,475
Land, Buildings, and Equipment, Net$3,368,275$3,330,628▼ $37,647
Prepaid Expenses and Deferred Charges$122,941$69,442▼ $53,499
Cash and Non-Interest-Bearing Accounts$103,029$62,283▼ $40,746
Accounts Receivable$7,373$11,584▲ $4,211
Savings and Temporary Cash Investments$6,995$6,996▲ $1
Total Assets$15,719,175$16,712,734▲ $993,559
Other Assets Total$1,689,933$1,398,697▼ $291,236
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,931,848$11,806,735▼ $125,113
Accounts Payable and Accrued Expenses$108,216$78,887▼ $29,329
Other Liabilities$24,876$25,747▲ $871
Deferred Revenue$1,461$6,943▲ $5,482
Total Liabilities$12,066,401$11,918,312▼ $148,089
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,652,774$4,794,422▲ $1,141,648
Total Net Assets Fund Balance$3,652,774$4,794,422▲ $1,141,648
Total Liabilities and Net Assets / Fund Balance$15,719,175$16,712,734▲ $993,559

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,848,778$3,310,976$6,159,754
Equipment$119,850$530,282$650,132
Land$362,000-$362,000
Other Land Buildings$0$46,359$46,359
Other Assets Org$802,604--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Mike RobertsonPresident
Carol OlsonDirector
John VockeDirector
Mary MunsonDirector
Tyler DouglassSecretary
Susan NurockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,413,700
Program Service Revenue
$326,436
Investment Income
$406,189
Other Revenue
$0
Change in Net Assets
$509,319

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,146,325
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$632,329
Total Revenue per Audited Statements
$2,778,654
Total Revenue per Form 990
$2,146,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,350,812
Salaries, Compensation, and Employee Benefits$286,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$594,502--$594,502
Other Salaries and Wages$242,480--$242,480
Depreciation Depletion$166,978--$166,978
Insurance$159,537--$159,537
All Other Expenses$117,329--$117,329
Fees for Services Management$52,332--$52,332
Office Expenses$35,775--$35,775
Other Expenses$26,716--$26,716
Other Employee Benefits$25,113--$25,113
Payroll Taxes$18,601--$18,601
Fees for Services Accounting-$12,433-$12,433
Fees for Services Other$5,534--$5,534
Fees for Services Legal$3,380--$3,380
Advertising$649--$649
Total Functional Expenses$1,624,573$12,433$0$1,637,006

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,637,006
Total Expenses per Audited Statements$1,637,006
Total Expenses per Form 990$1,637,006
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$25,747
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The management company, barcelon associates management corporation, is responsible for the day to day operations of the low income housing property, including tenant selection, rent collection, hiring and supervision of employees (all site staff are employees of the management agent company), facility management, interaction with regulatory agencies.”

Form 990, Part VI, Section A, Line 6

“Members shall be nonprofit service, religious, or charitable organizations which contribute five dollars ($5) or more to the corporation or individuals residing in lafayette, orinda or moraga, california who contribute five dollars ($5) or more to the corporation. Memberships are not transferrable.”

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

“Directors are elected by a majority vote of the membership at the annual meeting.”

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

“The board of directors does not have sub-committees.”

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

“The form 990 was sent to management agent office who reviews with board of directors at a meeting or via email if no meeting is scheduled prior to submittal deadline.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available for public inspection at the management agent's office.”

Filing and Contact Details

Filer

Filer Name
Lafayette Senior Housing Association Inc
EIN
94-2331267
Phone
9256277000
Address
3512 MORAGA BLVD, LAFAYETTE, CA 94549

Signing Officer

Name
Mike Robertson
Title
President
Phone
9256277000
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Robertson
Formed
1976
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
301 HOWARD STREET SUITE 850, SAN FRANCISCO, CA 94105
Preparer
Sherman Leong
Phone
4159579999
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for overseeing the audit and selecting the independent accountant has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The corporation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization's federal and state information returns for the years 2020 through 2023 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for federal and state, respectively.”

Raw XML AppendixShowing 400 of 429 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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IRS990/OtherAssetsTotalGrp/EOYAmt01398697
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025113
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025113
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2GARBAGE REMOVAL
IRS990/OtherExpensesGrp/Desc3RENT FREE UNIT
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IRS990/OtherExpensesGrp/ProgramServicesAmt171756
IRS990/OtherExpensesGrp/ProgramServicesAmt229685
IRS990/OtherExpensesGrp/ProgramServicesAmt326716
IRS990/OtherExpensesGrp/TotalAmt074206
IRS990/OtherExpensesGrp/TotalAmt171756
IRS990/OtherExpensesGrp/TotalAmt229685
IRS990/OtherExpensesGrp/TotalAmt326716
IRS990/OtherLiabilitiesGrp/BOYAmt024876
IRS990/OtherLiabilitiesGrp/EOYAmt025747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0242480
IRS990/OtherSalariesAndWagesGrp/TotalAmt0242480
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt018601
IRS990/PayrollTaxesGrp/TotalAmt018601
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122941
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069442
IRS990/PrincipalOfficerNm0MIKE ROBERTSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11889
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01936419
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0509319
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0326436
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06995
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01413700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01357452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01338646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01280820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01261934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06652552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0406189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0270845
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0226073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0238547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0298871
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01440525
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01510956
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01413700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01357452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01338646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01280820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01261934
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06652552
IRS990ScheduleA/TotalSupportAmt08093077
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02848778
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03310976
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06159754
IRS990ScheduleD/EquipmentGrp/BookValueAmt0119850
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0530282
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0650132
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01637006
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0362000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0362000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0632329
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0121812
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1448353
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2259
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt325669
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4802604
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0IMPOUND DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OWNERSHIP ENTITY FUND
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046359
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046359
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025747
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02146325
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt01398697
IRS990ScheduleD/TotalExpensesPerForm990Amt01637006
IRS990ScheduleD/TotalLiabilityAmt025747
IRS990ScheduleD/TotalRevenuePerForm990Amt02146325
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02778654
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01637006
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT COMPANY, BARCELON ASSOCIATES MANAGEMENT CORPORATION, IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROPERTY, INCLUDING TENANT SELECTION, RENT COLLECTION, HIRING AND SUPERVISION OF EMPLOYEES (ALL SITE STAFF ARE EMPLOYEES OF THE MANAGEMENT AGENT COMPANY), FACILITY MANAGEMENT, INTERACTION WITH REGULATORY AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS SHALL BE NONPROFIT SERVICE, RELIGIOUS, OR CHARITABLE ORGANIZATIONS WHICH CONTRIBUTE FIVE DOLLARS ($5) OR MORE TO THE CORPORATION OR INDIVIDUALS RESIDING IN LAFAYETTE, ORINDA OR MORAGA, CALIFORNIA WHO CONTRIBUTE FIVE DOLLARS ($5) OR MORE TO THE CORPORATION. MEMBERSHIPS ARE NOT TRANSFERRABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS ARE ELECTED BY A MAJORITY VOTE OF THE MEMBERSHIP AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DOES NOT HAVE SUB-COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS SENT TO MANAGEMENT AGENT OFFICE WHO REVIEWS WITH BOARD OF DIRECTORS AT A MEETING OR VIA EMAIL IF NO MEETING IS SCHEDULED PRIOR TO SUBMITTAL DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MANAGEMENT AGENT'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED.
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 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015719175
IRS990/TotalAssetsEOYAmt016712734
IRS990/TotalAssetsGrp/BOYAmt015719175
IRS990/TotalAssetsGrp/EOYAmt016712734
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01413700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012433
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01624573
IRS990/TotalFunctionalExpensesGrp/TotalAmt01637006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012066401
IRS990/TotalLiabilitiesEOYAmt011918312
IRS990/TotalLiabilitiesGrp/BOYAmt012066401
IRS990/TotalLiabilitiesGrp/EOYAmt011918312
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03652774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04794422
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01624573
IRS990/TotalProgramServiceRevenueAmt0326436
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03512 MORAGA BLVD
IRS990/USAddress/CityNm0LAFAYETTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094549
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A

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