Civic Intelligence

U a Housing Inc

EIN 94-2574176 • 501(c)3

Profile

The organization's mission is to provide affordable housing to low-income individuals.

2220 Oxford Street94704

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.78x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$56,039

Up $15,200 (+37%) from 2013

Liabilities

Up

$56,039

Up $24,295 (+77%) from 2013

Net Assets

Down

$0

Down $9,095 (-100%) from 2013

Revenue

Up

$4,262,276

Up $3,138,034 (+279%) from 2013

Expenses

Up

$4,271,371

Up $3,721,555 (+677%) from 2013

Net Income

Down

-$9,095

Down $583,521 (-102%) from 2013

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,130,959Liabilities 2010: $4,616,575Net Assets 2010: -$485,6162010Assets 2011: $4,100,542Liabilities 2011: $4,620,562Net Assets 2011: -$520,0202011Assets 2012: $4,290,494Liabilities 2012: $4,855,825Net Assets 2012: -$565,3312012Assets 2013: $40,839Liabilities 2013: $31,744Net Assets 2013: $9,0952013Assets 2014: $56,039Liabilities 2014: $56,039Net Assets 2014: $02014

Highlighted filing

2014

Assets$56,039
Liabilities$56,039
Net Assets$0

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $750,4332010Expenses 2011: $727,4072011Expenses 2012: $748,0662012Revenue 2013: $1,124,242Expenses 2013: $549,816Net Income 2013: $574,4262013Revenue 2014: $4,262,276Expenses 2014: $4,271,371Net Income 2014: -$9,0952014

Highlighted filing

2014

Revenue$4,262,276
Expenses$4,271,371
Net Income-$9,095

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$4,262,276
Mission and Program Overview

Mission

The organization's mission is to provide affordable housing to low-income individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$20,746$56,039▲ $35,293
Cash and Non-Interest-Bearing Accounts$20,093--
Total Assets$40,839$56,039▲ $15,200
Liabilities
Other Liabilities$23,061$56,039▲ $32,978
Mortgage Notes Payable Secured by Investment Property$8,655--
Accounts Payable and Accrued Expenses$28--
Total Liabilities$31,744$56,039▲ $24,295
Net Assets / Fund Balance
Unrestricted Net Assets$9,095$0▼ $9,095
Total Net Assets Fund Balance$9,095$0▼ $9,095
Total Liabilities and Net Assets / Fund Balance$40,839$56,039▲ $15,200
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dan SawislakCEO$147,876$147,876
Peter K PoonCFO$106,942$106,942

Board Members and Trustees

NameTitle
Katherine FlemingPresident
Dianna GarrettVice President
Alberto OrtegaDirector
Betty Blackmore-geeDirector
David TomDirector
Duncan MeaneyDirector
Jodi SmithDirector
Marian WolfeDirector
Rick JuddDirector
Willie PhillipsDirector
Kattye GilesSecretary
Artise HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,203,838
Investment Income
$58,438
Other Revenue
$0
Change in Net Assets
$-9,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,253,311
Other Expenses$18,060
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,253,311--$4,253,311
Fees for Services Accounting-$12,400-$12,400
Fees for Services Legal$1,250--$1,250
Interest$325--$325
Other Expenses$12--$12
Total Functional Expenses$4,258,971$12,400$0$4,271,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-2952466-501(c)(3)To Support Affordable Housing Activities$4,253,311
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
Related Party Payable$56,039
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The corporate controller reviews form 990 before it is filed.

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

All board members, officers, and key employees are required to complete an annual questionnaire which asks them to disclose if they, their family members, any entity where they or their family member owned more than 35% or any profit entity where they or their family member owned more than 5% engaged in any business transactions over $10,000 with rcd or any of its related entities. It also asks whether they had a family or business relationship with any other board member or key employee. Rcd's bylaws and personnel handbook govern how actual or apparent conflicts of interests that may impact the organization's staff or board of directors are handled. Staff are to avoid even the appearance of a conflict of interest, and gifts and renumerative activity related to rcd duties are stictly limited. The bylaws require that no member of the board of directors shall have any financial interest in an organization doing business with rcd without disclosure to the board. At that point, the majority of the board must vote on a finding that the organization could not obtain a more advantegeous arrangement with reasonable effort, to the benefit of the organization, and its at a fair and reasonable price.

Form 990, Part VI, Section B, Line 15

Rcd has instituted a process to determine fair compensation for its ceo and key employees as follows. The ceo has an annual evaluation meeting with the executive committee of the board of directors. At this meeting, potential adjustments to the ceo's salary are discussed. The ceo provides the committee with information on salaries for comparable positions. The executive committee makes a determination regarding the appropriateness of the proposed salary based on the comparables and independent research it may undertake. The executive committee is also provided with the proposed salary and information on salaries for comparable positions for key employees.

Form 990, Part VI, Section C, Line 19

The organization does not make public the governing documents, the conflict of interest policy and financial statements because the organization considers them to be internal documents.

Filing and Contact Details

Filer

EIN
94-2574176
Phone
5108414410

Signing Officer

Name
Dan Sawislak
Title
CEO
Phone
5108414410
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Sawislak
Formed
1978
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
Alexis H Wong
Phone
4159579999
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

U a housing inc 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. U a housing inc's federal and state information returns for the years 2010 through 2013 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for federal and state, respectively.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0230314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0494509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0478665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0472249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01675737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt058438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065701
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04793210
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96230
IRS990ScheduleA/PublicSupportPY170Pct00.99500
IRS990ScheduleA/PublicSupportTotal170Amt01675737
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0230314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0494509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0478665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0472249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01675737
IRS990ScheduleA/TotalSupportAmt01741438
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt056039
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U A HOUSING INC 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. U A HOUSING INC'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2010 THROUGH 2013 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt056039
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04253311
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT AFFORDABLE HOUSING ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10RESOURCES FOR COMMUNITY DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0942952466
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102220 OXFORD STREET
IRS990ScheduleI/RecipientTable/USAddress/City0BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094704
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT WAS MADE TO A RELATED PARTY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATE CONTROLLER REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE WHICH ASKS THEM TO DISCLOSE IF THEY, THEIR FAMILY MEMBERS, ANY ENTITY WHERE THEY OR THEIR FAMILY MEMBER OWNED MORE THAN 35% OR ANY PROFIT ENTITY WHERE THEY OR THEIR FAMILY MEMBER OWNED MORE THAN 5% ENGAGED IN ANY BUSINESS TRANSACTIONS OVER $10,000 WITH RCD OR ANY OF ITS RELATED ENTITIES. IT ALSO ASKS WHETHER THEY HAD A FAMILY OR BUSINESS RELATIONSHIP WITH ANY OTHER BOARD MEMBER OR KEY EMPLOYEE. RCD'S BYLAWS AND PERSONNEL HANDBOOK GOVERN HOW ACTUAL OR APPARENT CONFLICTS OF INTERESTS THAT MAY IMPACT THE ORGANIZATION'S STAFF OR BOARD OF DIRECTORS ARE HANDLED. STAFF ARE TO AVOID EVEN THE APPEARANCE OF A CONFLICT OF INTEREST, AND GIFTS AND RENUMERATIVE ACTIVITY RELATED TO RCD DUTIES ARE STICTLY LIMITED. THE BYLAWS REQUIRE THAT NO MEMBER OF THE BOARD OF DIRECTORS SHALL HAVE ANY FINANCIAL INTEREST IN AN ORGANIZATION DOING BUSINESS WITH RCD WITHOUT DISCLOSURE TO THE BOARD. AT THAT POINT, THE MAJORITY OF THE BOARD MUST VOTE ON A FINDING THAT THE ORGANIZATION COULD NOT OBTAIN A MORE ADVANTEGEOUS ARRANGEMENT WITH REASONABLE EFFORT, TO THE BENEFIT OF THE ORGANIZATION, AND ITS AT A FAIR AND REASONABLE PRICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RCD HAS INSTITUTED A PROCESS TO DETERMINE FAIR COMPENSATION FOR ITS CEO AND KEY EMPLOYEES AS FOLLOWS. THE CEO HAS AN ANNUAL EVALUATION MEETING WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. AT THIS MEETING, POTENTIAL ADJUSTMENTS TO THE CEO'S SALARY ARE DISCUSSED. THE CEO PROVIDES THE COMMITTEE WITH INFORMATION ON SALARIES FOR COMPARABLE POSITIONS. THE EXECUTIVE COMMITTEE MAKES A DETERMINATION REGARDING THE APPROPRIATENESS OF THE PROPOSED SALARY BASED ON THE COMPARABLES AND INDEPENDENT RESEARCH IT MAY UNDERTAKE. THE EXECUTIVE COMMITTEE IS ALSO PROVIDED WITH THE PROPOSED SALARY AND INFORMATION ON SALARIES FOR COMPARABLE POSITIONS FOR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE PUBLIC THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BECAUSE THE ORGANIZATION CONSIDERS THEM TO BE INTERNAL DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine10RESOURCES FOR COMMUNITY DEVELOPMENT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine11RESOURCES FOR COMMUNITY DEVELOPMENT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine12112 ALVES LANE INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine13112 ALVES LANE INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine14RESOURCES FOR COMMUNITY DEVELOPMENT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10AMBASSADOR HOMES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine11FOX COURTS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine12RCD HOUSING LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine13ELDRIDGE II LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine14RCD GP LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2LOW INCOME HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3LOW INCOME HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt4LOW INCOME HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine102220 OXFORD STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine112220 OXFORD STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine122220 OXFORD STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine132220 OXFORD STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine142220 OXFORD STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0BERKELEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City1BERKELEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City2BERKELEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City3BERKELEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City4BERKELEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State1CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State2CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State3CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State4CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode094704
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode194704
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode294704
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode394704
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode494704
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine10UA HOUSING INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd6N/A

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