Civic Intelligence

Petaluma Ecumenical Properties

990 • Fiscal year 2018 • EIN 94-2565270

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileWWW.PEPHOUSING.ORG

View Organization Page

951 Petaluma Blvd SouthPetaluma, CA 94952

(707) 762-2336

Siviq Scores

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

Liabilities / Assets

57th percentile

0.28x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.90x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$166,093

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

74th percentile

9.7%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

8.7%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$11,640,360

Up $1,028,430 (+9.7%) from 2017

Net Assets

Up

$8,371,517

Up $780,121 (+10%) from 2017

Liabilities

Up

$3,268,843

Up $248,309 (+8.2%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin79th percentile

Revenue

Up

$3,620,752

Up $290,632 (+8.7%) from 2017

Expenses

Up

$2,802,346

Up $69,670 (+2.5%) from 2017

Net Income

Up

$818,406

Up $220,962 (+37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$30M$20M$10M$0Assets 2011: $9,037,266Liabilities 2011: $4,462,892Net Assets 2011: $4,574,3842011Assets 2012: $8,099,610Liabilities 2012: $3,228,048Net Assets 2012: $4,871,5622012Assets 2013: $8,328,444Liabilities 2013: $2,750,123Net Assets 2013: $5,578,3212013Assets 2014: $9,213,066Liabilities 2014: $2,797,487Net Assets 2014: $6,415,5792014Assets 2015: $9,786,367Liabilities 2015: $3,089,626Net Assets 2015: $6,696,7412015Assets 2016: $9,862,054Liabilities 2016: $2,895,965Net Assets 2016: $6,966,0892016Assets 2017: $10,611,930Liabilities 2017: $3,020,534Net Assets 2017: $7,591,3962017Assets 2018: $11,640,360Liabilities 2018: $3,268,843Net Assets 2018: $8,371,5172018Assets 2019: $13,589,959Liabilities 2019: $5,003,586Net Assets 2019: $8,586,3732019Assets 2020: $12,791,712Liabilities 2020: $4,022,359Net Assets 2020: $8,769,3532020Assets 2021: $20,234,372Liabilities 2021: $10,710,176Net Assets 2021: $9,524,1962021Assets 2022: $23,521,285Liabilities 2022: $11,618,042Net Assets 2022: $11,903,2432022Assets 2023: $23,359,623Liabilities 2023: $11,331,578Net Assets 2023: $12,028,0452023Assets 2024: $12,778,744Liabilities 2024: $3,561,368Net Assets 2024: $9,217,3762024

Highlighted filing

2018

Assets$11,640,360
Liabilities$3,268,843
Net Assets$8,371,517
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

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

$10M$5.0M$0Revenue 2011: $2,374,798Expenses 2011: $1,605,760Net Income 2011: $769,0382011Revenue 2012: $2,017,697Expenses 2012: $1,760,824Net Income 2012: $256,8732012Revenue 2013: $2,556,243Expenses 2013: $1,879,293Net Income 2013: $676,9502013Revenue 2014: $3,311,384Expenses 2014: $2,521,872Net Income 2014: $789,5122014Revenue 2015: $3,091,085Expenses 2015: $2,791,942Net Income 2015: $299,1432015Revenue 2016: $3,002,427Expenses 2016: $2,736,155Net Income 2016: $266,2722016Revenue 2017: $3,330,120Expenses 2017: $2,732,676Net Income 2017: $597,4442017Revenue 2018: $3,620,752Expenses 2018: $2,802,346Net Income 2018: $818,4062018Revenue 2019: $3,412,862Expenses 2019: $3,243,859Net Income 2019: $169,0032019Revenue 2020: $5,161,265Expenses 2020: $5,007,093Net Income 2020: $154,1722020Revenue 2021: $6,169,508Expenses 2021: $5,432,447Net Income 2021: $737,0612021Revenue 2022: $7,903,970Expenses 2022: $5,430,779Net Income 2022: $2,473,1912022Revenue 2023: $6,565,425Expenses 2023: $6,461,775Net Income 2023: $103,6502023Revenue 2024: $8,137,886Expenses 2024: $6,357,472Net Income 2024: $1,780,4142024

Highlighted filing

2018

Revenue$3,620,752
Expenses$2,802,346
Net Income$818,406
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$3,645,501
Mission and Program Overview

Mission

Dedicated to providing quality affordable housing, housing support services, and advocacy for the low-income community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,139,648$2,496,422▲ $356,774
Land, Buildings, and Equipment, Net$2,358,171$2,303,014▼ $55,157
Savings and Temporary Cash Investments$1,962,599$2,199,245▲ $236,646
Cash and Non-Interest-Bearing Accounts$899,062$1,449,633▲ $550,571
Investments in Publicly Traded Securities$540,286$517,925▼ $22,361
Investments Program Related$502,197$501,847▼ $350
Prepaid Expenses and Deferred Charges$83,640$83,954▲ $314
Accounts Receivable$1,083,050$35,409▼ $1,047,641
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,611,930$11,640,360▲ $1,028,430
Other Assets Total$1,043,277$2,052,911▲ $1,009,634
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,729,516$1,767,785▲ $38,269
Accounts Payable and Accrued Expenses$1,248,873$1,312,035▲ $63,162
Other Liabilities$42,145$189,023▲ $146,878
Total Liabilities$3,020,534$3,268,843▲ $248,309
Net Assets / Fund Balance
Unrestricted Net Assets$7,575,166$8,355,287▲ $780,121
Temporarily Rstr Net Assets$16,230$16,230→ $0
Total Net Assets Fund Balance$7,591,396$8,371,517▲ $780,121
Total Liabilities and Net Assets / Fund Balance$10,611,930$11,640,360▲ $1,028,430

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,407,055$2,800,078$4,207,133
Leasehold Improvements$220,272$549,975$770,247
Land$611,888-$611,888
Equipment$61,580$162,103$223,683
Other Land Buildings$2,219$193,328$195,547
Investment Program Related Org$211,618--
Other Assets Org$42,869--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary StompeExec Dir/a SecrFT$157,943$8,150$166,093
Sibyl ListerFinance DirectorFT$120,950$23,974$144,924
Jim WallenDirector of Hsg DevFT$106,718$11,125$117,843

Board Members and Trustees

NameTitle
Arthur CooperPresident
Richard RodkinVice President
Anna RoseDirector
Ben PrydenDirector
George SpragensDirector
Herb LeeDirector
Joseph TinneyDirector
Sid LiptonDirector
Mary SavageSecretary
Sean PrydenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert W HayesArchitecture620 BUTTE STREET, Sausalito, CA 94965$125,675
Revenue and Support

Revenue Composition

Contributions and Grants
$1,968,420
Program Service Revenue
$1,410,186
Investment Income
$238,914
Other Revenue
$3,232
All Other Contributions
$1,130,086
Change in Net Assets
$818,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,506,956
Salaries, Compensation, and Employee Benefits$1,266,585
Total Fundraising Expense$127,450
Grants and Similar Amounts Paid$28,805
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$749,135$75,280$68,525$892,940
Occupancy$288,204$4,234$1,200$293,638
Current Officers, Directors, Trustees, and Key Employees$133,524$13,207$19,362$166,093
Other Employee Benefits$112,210$10,278$10,201$132,689
Depreciation Depletion$114,943$3,778-$118,721
Payroll Taxes$62,940$5,982$5,941$74,863
Office Expenses$48,124$4,064-$52,188
Interest$44,668--$44,668
Insurance$40,442$1,311-$41,753
Fees for Services Accounting$27,890$2,110-$30,000
Grants to Domestic Individuals$28,805--$28,805
Conferences and Meetings$25,613$2,609-$28,222
Information Technology$14,298$952-$15,250
Other Expenses$10,259$365$363$10,987
Travel$9,166$830-$9,996
All Other Expenses$8,521$241$6$8,768
Advertising$7,573$368-$7,941
Fees for Services Legal$3,272$201-$3,473
Fees for Services Other$3,170--$3,170
Total Functional Expenses$2,549,086$125,810$127,450$2,802,346
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,225
Fundraising Direct Expenses$22,993
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pep Gala$79,344$26,225$7,969$18,256
Total Events$79,344$26,225$22,993$3,232
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit Payable$146,154
Tenant Security Deposits$42,869
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Sean pryden and ben pryden - brothers”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“On may 16, 2018 the bylaws of the organization were amended and restated as follows:article iv - board of directors, section 7. Terms of office:"the term expirations shall be staggered with half of the terms ending one year and the remaining half the following year." has been changed to read:"the term expirations shall be staggered."article iv - board of directors, section 11. Regular and annual meetings:"regular meetings of directors shall be held monthly on the third thursday of each month as needed unless such day falls on a legal holiday, in which event the regular meeting shall be held on an alternate date as agreed upon by a quorum of the board." has been changed to read: "regular meetings of directors shall be held monthly as needed unless such day falls on a legal holiday, in which event the regular meeting shall be held on an alternate date as agreed upon by a quorum of the board."article v - officers, section 2. Qualification, election, and term of office:"officers will be installed in november and begin their term of office on january 1st of the following year." has been changed to read:"officers will be installed in november.""the president shall not serve more than three (3) consecutive one (1) year terms." has been changed to read: "the president shall not serve more than three (3) consecutive one (1) year terms but will be eligible for the office after a reasonable period of time."”

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

“There is no review process for the form 990 by the board of directors. Form 990 is reviewed by the finance director and approved and signed by the executive director.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of directors reviews comparable data and determines the executive director's compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board of directors reviews comparable data and determines executive directors compensation.”

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

“Documents are sent by mail or email upon request.”

Filing and Contact Details

Filer

Filer Name
Petaluma Ecumenical Properties
EIN
94-2565270
Phone
7077622336
Address
951 Petaluma Blvd South, Petaluma, CA 94952

Signing Officer

Name
Arthur Cooper
Title
President
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Cooper
Formed
1978
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
48

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
1024 Country Club Dr, Moraga, CA 94556
Preparer
Claude A Persons
Phone
9253762195
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: the corporation serves as a general partner or limited partner in four limited partnerships which provide a total of 156 total units of low-income housing located in petaluma and kentfield, california. The corporation also serves as the limited partner of two limited partnerships which are currently developing low-income housing which will be located in petaluma and vacaville, ca.”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Non-deductible qualified transportation fringe benefits = -$600”

Financial Statement Notes

Part X : FIN48 Footnote

“PEP and other not-for profit corporations have been granted tax-exempt status by the Internal Revenue Service, under Code Section 501(C)(3), and the California Franchise Tax Board under the Revenue and Taxation Code Section 23701(d). The income or loss from the partnerships is reported by the partners on their tax returns.No income tax provision has been included in the combined financial statements for the single member limited companies which are generally considered disregarded entities. The income and loss of the LLCs is included in the tax returns of their respective sole members. Only the annual California limited liability company minimum tax and the annual fee appear as expense in the combined financial statements.PEP and affiliates believe that they have appropriate support for any tax positions taken, and as such, do not have any uncertain tax positions that are material to the financial statements. PEP and affiliates federal and state income tax and information returns for the years 2014 through 2017 are subject to examination by the regulatory agencies, generally for three years and four after they were filed for federal and state, respectively.”

Raw XML AppendixShowing 400 of 863 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01248873
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01312035
IRS990/AccountsReceivableGrp/BOYAmt01083050
IRS990/AccountsReceivableGrp/EOYAmt035409
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DEDICATED TO PROVIDING QUALITY AFFORDABLE HOUSING, HOUSING SUPPORT SERVICES, AND ADVOCACY FOR THE LOW-INCOME COMMUNITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0368
IRS990/AdvertisingGrp/ProgramServicesAmt07573
IRS990/AdvertisingGrp/TotalAmt07941
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01130086
IRS990/AllOtherExpensesGrp/FundraisingAmt06
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0241
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08521
IRS990/AllOtherExpensesGrp/TotalAmt08768
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TREASURER
IRS990/BooksInCareOfDetail/PhoneNum07077622336
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0951 PETALUMA BLVD SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0899062
IRS990/CashNonInterestBearingGrp/EOYAmt01449633
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt019362
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013207
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0133524
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0166093
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02609
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt025613
IRS990/ConferencesMeetingsGrp/TotalAmt028222
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0125675
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0620 BUTTE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAUSALITO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094965
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ROBERT W HAYES
IRS990/ContractorCompensationGrp/ServicesDesc0ARCHITECTURE
IRS990/ContriRptFundraisingEventAmt053119
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01968420
IRS990/CYGrantsAndSimilarPaidAmt028805
IRS990/CYInvestmentIncomeAmt0238914
IRS990/CYOtherExpensesAmt01506956
IRS990/CYOtherRevenueAmt03232
IRS990/CYProgramServiceRevenueAmt01410186
IRS990/CYRevenuesLessExpensesAmt0818406
IRS990/CYSalariesCompEmpBnftPaidAmt01266585
IRS990/CYTotalExpensesAmt02802346
IRS990/CYTotalFundraisingExpenseAmt0127450
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03620752
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03778
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0114943
IRS990/DepreciationDepletionGrp/TotalAmt0118721
IRS990/Desc0THE CORPORATION SERVES AS A GENERAL PARTNER OR LIMITED PARTNER IN FOUR LIMITED PARTNERSHIPS WHICH PROVIDE A TOTAL OF 156 TOTAL UNITS OF LOW-INCOME HOUSING LOCATED IN PETALUMA AND KENTFIELD, CALIFORNIA. THE CORPORATION ALSO SERVES AS THE LIMITED PARTNER OF TWO LIMITED PARTNERSHIPS WHICH ARE CURRENTLY DEVELOPING LOW-INCOME HOUSING WHICH WILL BE LOCATED IN PETALUMA AND VACAVILLE, CA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt048
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0800726
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02110
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt027890
IRS990/FeesForServicesAccountingGrp/TotalAmt030000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0201
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03272
IRS990/FeesForServicesLegalGrp/TotalAmt03473
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03170
IRS990/FeesForServicesOtherGrp/TotalAmt03170
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/AverageHoursPerWeekRltdOrgRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1049.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt108150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1111125
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1223974
IRS990/Form990PartVIISectionAGrp/PersonNm0ARTHUR COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD RODKIN
IRS990/Form990PartVIISectionAGrp/PersonNm2SEAN PRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm4HERB LEE
IRS990/Form990PartVIISectionAGrp/PersonNm5SID LIPTON
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNA ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm7GEORGE SPRAGENS
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSEPH TINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9BEN PRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY STOMPE
IRS990/Form990PartVIISectionAGrp/PersonNm11JIM WALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm12SIBYL LISTER
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10157943
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11106718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12120950
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC DIR/A SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR. OF HSG DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt12FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt053119
IRS990/FundraisingDirectExpensesAmt022993
IRS990/FundraisingGrossIncomeAmt026225
IRS990/GainOrLossGrp/OtherAmt08344
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0749960
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028805
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028805
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt010100
IRS990/GrossReceiptsAmt03645501
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0952
IRS990/InformationTechnologyGrp/ProgramServicesAmt014298
IRS990/InformationTechnologyGrp/TotalAmt015250
IRS990/InsuranceGrp/ManagementAndGeneralAmt01311
IRS990/InsuranceGrp/ProgramServicesAmt040442
IRS990/InsuranceGrp/TotalAmt041753
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt044668
IRS990/InterestGrp/TotalAmt044668
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0230570
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0230570
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0502197
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0501847
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0540286
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0517925
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03705484
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02358171
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02303014
IRS990/LandBldgEquipCostOrOtherBssAmt06008498
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01756
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEDICATED TO PROVIDING QUALITY AFFORDABLE HOUSING, HOUSING SUPPORT SERVICES, AND ADVOCACY FOR THE LOW-INCOME COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01729516
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01767785
IRS990/NetAssetsOrFundBalancesBOYAmt07591396
IRS990/NetAssetsOrFundBalancesEOYAmt08371517
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08344
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08344
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03232
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03232
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-37685
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01200
IRS990/OccupancyGrp/ManagementAndGeneralAmt04234
IRS990/OccupancyGrp/ProgramServicesAmt0288204
IRS990/OccupancyGrp/TotalAmt0293638
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04064
IRS990/OfficeExpensesGrp/ProgramServicesAmt048124
IRS990/OfficeExpensesGrp/TotalAmt052188
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01043277
IRS990/OtherAssetsTotalGrp/EOYAmt02052911
IRS990/OtherChangesInNetAssetsAmt0-600
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010201
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010278
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0112210
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0132689
IRS990/OtherExpensesGrp/Desc0ALLOCABLE SHARE PS EXPENSES
IRS990/OtherExpensesGrp/Desc1COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/Desc2RESIDENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION
IRS990/OtherExpensesGrp/FundraisingAmt021852
IRS990/OtherExpensesGrp/FundraisingAmt1363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0365
IRS990/OtherExpensesGrp/ProgramServicesAmt0800726
IRS990/OtherExpensesGrp/ProgramServicesAmt115603
IRS990/OtherExpensesGrp/ProgramServicesAmt210259
IRS990/OtherExpensesGrp/TotalAmt0800726
IRS990/OtherExpensesGrp/TotalAmt121852
IRS990/OtherExpensesGrp/TotalAmt215603
IRS990/OtherExpensesGrp/TotalAmt310987
IRS990/OtherLiabilitiesGrp/BOYAmt042145
IRS990/OtherLiabilitiesGrp/EOYAmt0189023
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068525
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075280
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0749135
IRS990/OtherSalariesAndWagesGrp/TotalAmt0892940
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02139648
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02496422
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05941
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05982
IRS990/PayrollTaxesGrp/ProgramServicesAmt062940
IRS990/PayrollTaxesGrp/TotalAmt074863
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt083640
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083954
IRS990/PrincipalOfficerNm0ARTHUR COOPER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531310
IRS990/ProgramServiceRevenueGrp/BusinessCd4531110
IRS990/ProgramServiceRevenueGrp/Desc0ALLOCABLE SHARE PS RENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc3PROPERTY MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc4TENANT RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0418914
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17090
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3497512
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4479961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0418914
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3497512
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4479961
IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECTLY OWNS AND OPERATES 7 BUILDINGS, COMPRISING OF 85 UNITS OF LOW INCOME HOUSING FOR LOW INCOME FAMILIES, ELDERLEY AND HANDICAPPED PERSONS IN PETALUMA, CALIFORNIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0779384
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028805
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0495014
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVISION OF DEVELOPMENT & CONSTRUCTION MANAGEMENT SERVICES IN THE DEVELOPMENT AND REHABILITAION OF AFFORDABLE HOUSING PROJECTS FOR THE BENEFIT OF LOW INCOME FAMILIES, ELDERLY, AND PERSONS WITH DISABILITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0487051
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0904175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt0206568
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01450357
IRS990/PYOtherRevenueAmt03072
IRS990/PYProgramServiceRevenueAmt02216305
IRS990/PYRevenuesLessExpensesAmt0597444
IRS990/PYSalariesCompEmpBnftPaidAmt01232319

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,640,360
Liabilities
$3,268,843
Net assets
$8,371,517
Revenue
$3,620,752
Expenses
$2,802,346
Net income
$818,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$3.56$9.22$8.14$6.36$1.78
2023Detailed filing. Detailed filing data is available for this year.$23.4$11.3$12.0$6.57$6.46$0.10
2022Detailed filing. Detailed filing data is available for this year.$23.5$11.6$11.9$7.90$5.43$2.47
2021Detailed filing. Detailed filing data is available for this year.$20.2$10.7$9.52$6.17$5.43$0.74
2020Detailed filing. Detailed filing data is available for this year.$12.8$4.02$8.77$5.16$5.01$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.6$5.00$8.59$3.41$3.24$0.17
2018Detailed filing. Detailed filing data is available for this year.$11.6$3.27$8.37$3.62$2.80$0.82
2017Detailed filing. Detailed filing data is available for this year.$10.6$3.02$7.59$3.33$2.73$0.60
2016Detailed filing. Detailed filing data is available for this year.$9.86$2.90$6.97$3.00$2.74$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.79$3.09$6.70$3.09$2.79$0.30
2014Detailed filing. Detailed filing data is available for this year.$9.21$2.80$6.42$3.31$2.52$0.79
2013Detailed filing. Detailed filing data is available for this year.$8.33$2.75$5.58$2.56$1.88$0.68
2012Summary only. Only limited summary data is available for this year.$8.10$3.23$4.87$2.02$1.76$0.26
2011Summary only. Only limited summary data is available for this year.$9.04$4.46$4.57$2.37$1.61$0.77