Civic Intelligence

Petaluma Ecumenical Properties

990 • Fiscal year 2021 • EIN 94-2565270

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 12, 2022

Organization ProfileWWW.PEPHOUSING.ORG

View Organization Page

625 Acacia LaneSanta Rosa, CA 95409

(707) 762-2336

Siviq Scores

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

Liabilities / Assets

78th percentile

0.53x

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

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

Liabilities / Revenue

87th percentile

1.74x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

49th percentile

12%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

57th percentile

$191,597

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

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

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

60th percentile

20%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$20,234,372

Up $7,442,660 (+58%) from 2020

Net Assets

Up

$9,524,196

Up $754,843 (+8.6%) from 2020

Liabilities

Up

$10,710,176

Up $6,687,817 (+166%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin49th percentile

Revenue

Up

$6,169,508

Up $1,008,243 (+20%) from 2020

Expenses

Up

$5,432,447

Up $425,354 (+8.5%) from 2020

Net Income

Up

$737,061

Up $582,889 (+378%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2021

Assets$20,234,372
Liabilities$10,710,176
Net Assets$9,524,196
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$6,169,508
Expenses$5,432,447
Net Income$737,061
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.0
Gross Receipts
$6,169,508
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
Land, Buildings, and Equipment, Net$2,779,250$10,218,846▲ $7,439,596
Other Notes and Loans Receivable, Net$3,374,408$3,153,931▼ $220,477
Savings and Temporary Cash Investments$1,990,208$2,820,543▲ $830,335
Investments in Publicly Traded Securities$623,285$779,423▲ $156,138
Cash and Non-Interest-Bearing Accounts$1,758,613$375,688▼ $1,382,925
Investments Program Related$501,222$340,503▼ $160,719
Accounts Receivable$222,026$168,457▼ $53,569
Prepaid Expenses and Deferred Charges$104,817$109,965▲ $5,148
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$12,791,712$20,234,372▲ $7,442,660
Other Assets Total$1,437,883$2,267,016▲ $829,133
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,518,931$9,137,165▲ $6,618,234
Accounts Payable and Accrued Expenses$1,457,841$1,511,450▲ $53,609
Other Liabilities$45,587$61,561▲ $15,974
Total Liabilities$4,022,359$10,710,176▲ $6,687,817
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,803,450$8,197,928▲ $394,478
Net Assets With Donor Restrictions$965,903$1,326,268▲ $360,365
Total Net Assets Fund Balance$8,769,353$9,524,196▲ $754,843
Total Liabilities and Net Assets / Fund Balance$12,791,712$20,234,372▲ $7,442,660

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,797,827$3,109,439$10,907,266
Land$1,985,213-$1,985,213
Leasehold Improvements$297,274$619,461$916,735
Equipment$121,753$214,955$336,708
Other Land Buildings$16,779$198,700$215,479
Investment Program Related Org$50,279--
Other Assets Org$106,255--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary StompeExec Dir/a SecrFT$167,806$23,791$191,597
Jim WallenDirector of Hsg DevFT$114,260$16,106$130,366
Dominic RoybalDirector of Prop MgmtFT$110,689$10,368$121,057
Sharon Patchin-redmanDirector of Humn RscFT$100,238$17,888$118,126
David PrinceDirector of FinanceFT$89,092$3,236$92,328

Board Members and Trustees

NameTitle
Sean PrydenPresident
Anna RoseVice President
George SpragensVice President
Arthur CooperDirector
Don RossDirector
Harry CoffeyDirector
Jeff MayneDirector
Joseph TinneyDirector
Roy MartinezDirector
Sid LiptonDirector
Mary SavageSecretary
Ben PrydenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,898,678
Program Service Revenue
$4,015,660
Investment Income
$255,170
Other Revenue
$0
All Other Contributions
$546,883
Change in Net Assets
$737,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,206,838
Salaries, Compensation, and Employee Benefits$1,677,536
Grants and Similar Amounts Paid$1,548,073
Total Fundraising Expense$72,854
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,548,073--$1,548,073
Other Salaries and Wages$894,358$201,842$21,244$1,117,444
Occupancy$756,097$8,428$1,025$765,550
Current Officers, Directors, Trustees, and Key Employees$157,310$104,101$22,514$283,925
Depreciation Depletion$230,524$4,493-$235,017
Other Employee Benefits$114,998$29,818$4,265$149,081
Payroll Taxes$75,194$22,099$3,161$100,454
Office Expenses$66,855$6,623$249$73,727
Information Technology$48,368$3,878-$52,246
Fees for Services Accounting-$30,550-$30,550
Pension Plan Contributions$17,736$7,783$1,113$26,632
Conferences and Meetings$20,798$1,763-$22,561
Fees for Services Other$20,435$1,905-$22,340
All Other Expenses$17,828$1,642-$19,470
Other Expenses$18,298$1,694$19,041$19,041
Advertising$9,143$435-$9,578
Fees for Services Legal$4,918$2,355-$7,273
Travel$2,387$89-$2,476
Total Functional Expenses$4,930,095$429,498$72,854$5,432,447
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caulfield Lane Senior Hsg IncSanta Rosa, CA501(c)(3)GNRL SUPPORT: LOW-INC HSG$1,548,073
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
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
Tenant Security Deposits$61,561
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
No
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 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 signed by a board officer.”

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
625 Acacia Lane, Santa Rosa, CA 95409

Signing Officer

Name
Sean Pryden
Title
President
Signed
2022-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Pryden
Formed
1978
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
49

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
3470 Mt Diablo Blvd Suite A300, Lafayette, CA 94549
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 sole owner of one limited liability company which provides 49 units of low-income housing located in santa rosa, ca.”

Form 990, Page 4, Part V, Line 1A Explanation

“IN ADDITION TO THE EIGHTEEN 1099s ISSUED BY PETALUMA ECUMENICAL PROPERTIES (PEP), 1099s were issued by the following Disregarded Single Member LLCs of which PEP is the sole member:VIGIL LIGHT SENIOR APARTMENTS LLC, FEIN 85-4169170 - 6 Form 1099PEP - 18 FORMS 1099Total Number of Forms issued = 24”

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 2017 through 2020 are subject to examination by the regulatory agencies, generally for three years and four after they were filed for federal and state, respectively.”

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IRS990/Form990PartVIISectionAGrp/PersonNm15JEFF MAYNE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1114260
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR. OF HSG DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR OF PROP MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR OF HUMN RSC
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/GamingActivitiesInd0false
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt048368
IRS990/InformationTechnologyGrp/TotalAmt052246
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt0340503
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0623285
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0779423
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt010218846
IRS990/LandBldgEquipCostOrOtherBssAmt014361401
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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
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09137165
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IRS990/NetAssetsOrFundBalancesEOYAmt09524196
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017782
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08197928
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IRS990/OccupancyGrp/FundraisingAmt01025
IRS990/OccupancyGrp/ManagementAndGeneralAmt08428
IRS990/OccupancyGrp/ProgramServicesAmt0756097
IRS990/OccupancyGrp/TotalAmt0765550
IRS990/OfficeExpensesGrp/FundraisingAmt0249
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06623
IRS990/OfficeExpensesGrp/ProgramServicesAmt066855
IRS990/OfficeExpensesGrp/TotalAmt073727
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01437883
IRS990/OtherAssetsTotalGrp/EOYAmt02267016
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04265
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029818
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0114998
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0149081
IRS990/OtherExpensesGrp/Desc0ALLOCABLE SHARE PS EXPENSES
IRS990/OtherExpensesGrp/Desc1RESIDENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc2WORKERS COMPENSATION
IRS990/OtherExpensesGrp/Desc3COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/FundraisingAmt0242
IRS990/OtherExpensesGrp/FundraisingAmt119041
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01694
IRS990/OtherExpensesGrp/ProgramServicesAmt0877602
IRS990/OtherExpensesGrp/ProgramServicesAmt149173
IRS990/OtherExpensesGrp/ProgramServicesAmt218298
IRS990/OtherExpensesGrp/TotalAmt0877602
IRS990/OtherExpensesGrp/TotalAmt149173
IRS990/OtherExpensesGrp/TotalAmt220234
IRS990/OtherExpensesGrp/TotalAmt319041
IRS990/OtherLiabilitiesGrp/BOYAmt045587
IRS990/OtherLiabilitiesGrp/EOYAmt061561
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021244
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0201842
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0894358
IRS990/OtherSalariesAndWagesGrp/TotalAmt01117444
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03374408
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03153931
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03161
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022099
IRS990/PayrollTaxesGrp/ProgramServicesAmt075194
IRS990/PayrollTaxesGrp/TotalAmt0100454
IRS990/PensionPlanContributionsGrp/FundraisingAmt01113
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07783
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017736
IRS990/PensionPlanContributionsGrp/TotalAmt026632
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0104817
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0109965
IRS990/PrincipalOfficerNm0SEAN PRYDEN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531310
IRS990/ProgramServiceRevenueGrp/BusinessCd4531110
IRS990/ProgramServiceRevenueGrp/Desc0ALLOCABLE SHARE PS RENTS
IRS990/ProgramServiceRevenueGrp/Desc1DEVELOPER FEES
IRS990/ProgramServiceRevenueGrp/Desc2INSURNC PRFT SHRNG INCOME
IRS990/ProgramServiceRevenueGrp/Desc3PROPERTY MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc4TENANT RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0484508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12391140
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216832
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3486082
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4624753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0484508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12391140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3486082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4624753
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/ExpenseAmt01363586
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0647523
IRS990/ProgSrvcAccomActy3Grp/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 SOLE OWNER OF ONE LIMITED LIABILITY COMPANY WHICH PROVIDES 49 UNITS OF LOW-INCOME HOUSING LOCATED IN SANTA ROSA, CA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0877602
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0484508
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02591001
IRS990/PYExcessBenefitTransInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$20,234,372
Liabilities
$10,710,176
Net assets
$9,524,196
Revenue
$6,169,508
Expenses
$5,432,447
Net income
$737,061
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