Civic Intelligence

Menorah Park

990 • Fiscal year 2021 • EIN 94-2518498

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization ProfileWWW.MENORAHPARK.WORDPRESS.COM

View Organization Page

3365 Sacramento StreetSan Francisco, CA 94118-1984

(415) 929-7912

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.04x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

53rd percentile

14%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$160,274

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

44th percentile

7.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

3.7%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$17,633,641

Up $1,238,934 (+7.6%) from 2020

Net Assets

Up

$17,414,688

Up $1,245,300 (+7.7%) from 2020

Liabilities

Down

$218,953

Down $6,366 (-2.8%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin53rd percentile

Revenue

Up

$5,939,685

Up $210,933 (+3.7%) from 2020

Expenses

Up

$5,114,785

Up $1,471,801 (+40%) from 2020

Net Income

Down

$824,900

Down $1,260,868 (-60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $8,037,911Liabilities 2011: $3,796,482Net Assets 2011: $4,241,4292011Assets 2012: $8,133,393Liabilities 2012: $3,529,780Net Assets 2012: $4,603,6132012Assets 2013: $8,705,628Liabilities 2013: $3,328,477Net Assets 2013: $5,377,1512013Assets 2014: $8,988,682Liabilities 2014: $2,864,087Net Assets 2014: $6,124,5952014Assets 2015: $9,303,419Liabilities 2015: $2,872,883Net Assets 2015: $6,430,5362015Assets 2016: $8,694,531Liabilities 2016: $2,107,129Net Assets 2016: $6,587,4022016Assets 2017: $10,475,109Liabilities 2017: $1,649,644Net Assets 2017: $8,825,4652017Assets 2018: $10,956,829Liabilities 2018: $369,733Net Assets 2018: $10,587,0962018Assets 2019: $14,319,023Liabilities 2019: $235,403Net Assets 2019: $14,083,6202019Assets 2020: $16,394,707Liabilities 2020: $225,319Net Assets 2020: $16,169,3882020Assets 2021: $17,633,641Liabilities 2021: $218,953Net Assets 2021: $17,414,6882021Assets 2022: $13,546,112Liabilities 2022: $242,639Net Assets 2022: $13,303,4732022Assets 2023: $14,770,789Liabilities 2023: $249,272Net Assets 2023: $14,521,5172023Assets 2024: $17,099,272Liabilities 2024: $240,836Net Assets 2024: $16,858,4362024

Highlighted filing

2021

Assets$17,633,641
Liabilities$218,953
Net Assets$17,414,688
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,892,814Expenses 2011: $2,162,660Net Income 2011: $730,1542011Revenue 2012: $2,590,129Expenses 2012: $2,227,945Net Income 2012: $362,1842012Expenses 2013: $2,191,8832013Revenue 2014: $3,067,325Expenses 2014: $2,319,881Net Income 2014: $747,4442014Revenue 2015: $3,159,510Expenses 2015: $2,853,569Net Income 2015: $305,9412015Revenue 2016: $3,146,252Expenses 2016: $2,989,386Net Income 2016: $156,8662016Revenue 2017: $4,779,581Expenses 2017: $2,541,518Net Income 2017: $2,238,0632017Revenue 2018: $3,519,913Expenses 2018: $1,758,282Net Income 2018: $1,761,6312018Revenue 2019: $5,639,433Expenses 2019: $3,164,638Net Income 2019: $2,474,7952019Revenue 2020: $5,728,752Expenses 2020: $3,642,984Net Income 2020: $2,085,7682020Revenue 2021: $5,939,685Expenses 2021: $5,114,785Net Income 2021: $824,9002021Revenue 2022: $5,700,187Expenses 2022: $8,465,534Net Income 2022: -$2,765,3472022Revenue 2023: $5,753,826Expenses 2023: $5,010,239Net Income 2023: $743,5872023Revenue 2024: $6,171,680Expenses 2024: $4,625,019Net Income 2024: $1,546,6612024

Highlighted filing

2021

Revenue$5,939,685
Expenses$5,114,785
Net Income$824,900
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$6,343,578
Mission and Program Overview

Mission

To provide low-income housing to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$10,531,875-
Land, Buildings, and Equipment, Net$3,938,632$3,500,156▼ $438,476
Savings and Temporary Cash Investments$6,657,314$1,236,257▼ $5,421,057
Prepaid Expenses and Deferred Charges$118,710$108,958▼ $9,752
Accounts Receivable$20,714$3,947▼ $16,767
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$16,394,707$17,633,641▲ $1,238,934
Other Assets Total$5,659,137$2,252,248▼ $3,406,889
Liabilities
Accounts Payable and Accrued Expenses$149,536$141,799▼ $7,737
Other Liabilities$75,783$77,154▲ $1,371
Total Liabilities$225,319$218,953▼ $6,366
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,169,388$17,414,688▲ $1,245,300
Total Net Assets Fund Balance$16,169,388$17,414,688▲ $1,245,300
Total Liabilities and Net Assets / Fund Balance$16,394,707$17,633,641▲ $1,238,934

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,386,315$11,322,782$13,709,097
Land$1,055,536-$1,055,536
Equipment$58,305$343,631$401,936
Other Land Buildings$0$41,864$41,864
Other Assets Org$2,175,072--
Other Securities$642,942--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan LevisonExecutive DirectorFT$160,274$160,274

Board Members and Trustees

NameTitle
Shari FreedmanPresident/treasurer
Jason ShemtobVice President
Alan GordonDirector
Bobby LuDirector
Ed KaplanDirector
Jason BernsteinDirector
Joan LaguatanDirector
Sam SalkinDirector
Laura MasonDirector (through June 2021)
Orlee RabinDirector (through May 2021)
Bab FreibergSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,995,261
Program Service Revenue
$749,453
Investment Income
$141,134
Other Revenue
$53,837
Change in Net Assets
$824,900

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,912,234
Revenue Not Reported on Financial Statements
$27,451
Revenue Not Reported on Form 990
$420,400
Total Revenue per Audited Statements
$6,332,634
Total Revenue per Form 990
$5,939,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,100,000
Other Expenses$1,610,706
Salaries, Compensation, and Employee Benefits$1,404,079
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,100,000--$2,100,000
Other Salaries and Wages$585,139$405,647-$990,786
Depreciation Depletion$402,453$24,933-$427,386
Occupancy$325,476$19,682-$345,158
Fees for Services Other$178,204$97,791-$275,995
Insurance$217,489--$217,489
Current Officers, Directors, Trustees, and Key Employees$168,070$8,846-$176,916
Other Employee Benefits$68,079$41,682-$109,761
Payroll Taxes$55,360$33,895-$89,255
Fees for Services Accounting-$55,421-$55,421
Office Expenses$968$45,951-$46,919
Pension Plan Contributions$37,361--$37,361
Fees for Service Investment Mgmnt Fees-$27,451-$27,451
Other Expenses$18,302$51,156-$18,302
Fees for Services Legal-$12,586-$12,586
Total Functional Expenses$4,281,994$832,791$0$5,114,785

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,114,783
Expenses per Audited Statements$5,087,332
Total Expenses per Audited Statements$5,087,332
Expenses Not Reported on Financial Statements$27,451
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco FoundationSan Francisco, CA501(c)(3)For Support Organizations Working to Improve and Expand Low-income Senior Housing in the San Francisco Bay Area.$2,100,000
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
Security Deposits - Residential$58,333
Security Deposits - Commercial$18,821
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Section A, Line 4

“Bylaws were amended to be in compliance with state laws governing non-profit boards, amended the committee structure, removed references to the section 202 mortgage, and generally made the bylaws better reflect menorah park's additional program of grant making. Articles of incorporation were amended to reflect our grantmaking and broaden the scope of menorah park's mission.”

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

“The treasurer and executive director review the organization's tax return prior to filing.”

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

“The organization requires its officers, directors and affiliate members give notice of any conflict of interest or relationship and shall thereafter refrain from discussing or voting on the particular transaction in which he/she has an interest or relationship. Officers, directors and affiliate members are required to sign an annual conflict of interest statement.”

Form 990, Part VI, Section B, Line 15A

“The board of directors evaluate the executive director's performance based on a series of questions. Compensation is then determined by the executive committee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Menorah Park
EIN
94-2518498
Phone
4159297912
Address
3365 SACRAMENTO STREET, SAN FRANCISCO, CA 94118-1984

Signing Officer

Name
Joan Levison
Title
Executive Director
Phone
4159297912
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Levison
Formed
1978
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
10

Preparer

Firm
Baker Tilly US Llp
Address
50 FREMONT STREET SUITE 4000, SAN FRANCISCO, CA 94105
Preparer
Joua Lo
Phone
4157812500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Each year, management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.”

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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/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THROUGH MAY 2021)
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016169388
IRS990/NetAssetsOrFundBalancesEOYAmt017414688
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt062107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062107
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt052464
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt052464
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0420400
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016169388
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017414688
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019682
IRS990/OccupancyGrp/ProgramServicesAmt0325476
IRS990/OccupancyGrp/TotalAmt0345158
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045951
IRS990/OfficeExpensesGrp/ProgramServicesAmt0968
IRS990/OfficeExpensesGrp/TotalAmt046919
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05659137
IRS990/OtherAssetsTotalGrp/EOYAmt02252248
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041682
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt068079
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109761
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1LOSS ON REMOVAL OF ASSE
IRS990/OtherExpensesGrp/Desc2TENANT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151156
IRS990/OtherExpensesGrp/ProgramServicesAmt0125093
IRS990/OtherExpensesGrp/ProgramServicesAmt118302
IRS990/OtherExpensesGrp/TotalAmt0132843
IRS990/OtherExpensesGrp/TotalAmt151156
IRS990/OtherExpensesGrp/TotalAmt218302
IRS990/OtherLiabilitiesGrp/BOYAmt075783
IRS990/OtherLiabilitiesGrp/EOYAmt077154
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt01373
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01373
IRS990/OtherRevenueTotalAmt01373
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0405647
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0585139
IRS990/OtherSalariesAndWagesGrp/TotalAmt0990786
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033895
IRS990/PayrollTaxesGrp/ProgramServicesAmt055360
IRS990/PayrollTaxesGrp/TotalAmt089255
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037361
IRS990/PensionPlanContributionsGrp/TotalAmt037361
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0118710
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108958
IRS990/PrincipalOfficerNm0JOAN LEVISON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0749453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0749453
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04726751
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0730600
IRS990/PYInvestmentIncomeAmt05404
IRS990/PYOtherExpensesAmt01636078
IRS990/PYOtherRevenueAmt0297590
IRS990/PYProgramServiceRevenueAmt0699007
IRS990/PYRevenuesLessExpensesAmt02085768
IRS990/PYSalariesCompEmpBnftPaidAmt01276306
IRS990/PYTotalExpensesAmt03642984
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05728752
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0824900
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt052464
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0749453
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06657314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01236257
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY TENANT CHARGES - 2016 AMOUNT: $ 4,863. 2017 AMOUNT: $ 3,468. 2018 AMOUNT: $ 6,088. 2019 AMOUNT: $ 4,776. MISC REVENUE - 2016 AMOUNT: $ 14,472. 2017 AMOUNT: $ 10,184. 2018 AMOUNT: $ 5,463. 2019 AMOUNT: $ 7,794. 2020 AMOUNT: $ 1,373.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04995261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04726751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04604600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02888274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03807048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021021934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0131491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0290424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0328422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0215815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0321086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01287238
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03177603
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01373
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012570
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011551
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013652
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019335
IRS990ScheduleA/OtherIncome170Grp/TotalAmt058481
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93980
IRS990ScheduleA/PublicSupportPY170Pct00.92210
IRS990ScheduleA/PublicSupportTotal170Amt021021934
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04995261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04726751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04604600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02888274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03807048
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021021934
IRS990ScheduleA/TotalSupportAmt022367653
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02386315
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011322782
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013709097
IRS990ScheduleD/EquipmentGrp/BookValueAmt058305
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0343631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0401936
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027451
IRS990ScheduleD/ExpensesSubtotalAmt05087332
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027451
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027451
IRS990ScheduleD/LandGrp/BookValueAmt01055536
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01055536
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0420400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt058351
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118825
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22175072
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS - RESIDENTIAL TENANTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS - COMMERCIAL DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041864
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS - RESIDENTIAL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS - COMMERCIAL
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0813788
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13358474
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2107095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33872921
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41736655
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5642942
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DOMESTIC EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DTC CORE FIXED INCOME COMMON
IRS990ScheduleD/OtherSecuritiesGrp/Desc4DTC INTERNATIONAL EQUITY COMMON
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DTC SHORT DURATION FIXED INCOME COMMON
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,633,641
Liabilities
$218,953
Net assets
$17,414,688
Revenue
$5,939,685
Expenses
$5,114,785
Net income
$824,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$17.1$0.24$16.9$6.17$4.63$1.55
2023Summary only. Only limited summary data is available for this year.$14.8$0.25$14.5$5.75$5.01$0.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.24$13.3$5.70$8.47$2.77
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.22$17.4$5.94$5.11$0.82
2020Summary only. Only limited summary data is available for this year.$16.4$0.23$16.2$5.73$3.64$2.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.24$14.1$5.64$3.16$2.47
2018Summary only. Only limited summary data is available for this year.$11.0$0.37$10.6$3.52$1.76$1.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$1.65$8.83$4.78$2.54$2.24
2016Detailed filing. Detailed filing data is available for this year.$8.69$2.11$6.59$3.15$2.99$0.16
2015Detailed filing. Detailed filing data is available for this year.$9.30$2.87$6.43$3.16$2.85$0.31
2014Detailed filing. Detailed filing data is available for this year.$8.99$2.86$6.12$3.07$2.32$0.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$3.33$5.38$2.19
2012Summary only. Only limited summary data is available for this year.$8.13$3.53$4.60$2.59$2.23$0.36
2011Summary only. Only limited summary data is available for this year.$8.04$3.80$4.24$2.89$2.16$0.73