Civic Intelligence

St Joseph'S Regional Housing Corp

990 • Fiscal year 2013 • EIN 94-2760726

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileN/A
3400 Wagner Heights Road95209

(209) 467-6500

Siviq Scores

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

Liabilities / Assets

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.57x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

49th percentile

3.5%

Faster revenue growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,815,464

Up $1,077,583 (+6.8%) from 2012

Net Assets

Up

$16,299,502

Up $1,054,833 (+6.9%) from 2012

Liabilities

Up

$515,962

Up $22,750 (+4.6%) from 2012

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin97th percentile

Revenue

$901,204

No earlier filing loaded for comparison.

Expenses

Down

$104,211

Down $21,131 (-17%) from 2012

Net Income

$796,993

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $14,506,755Liabilities 2010: $604,282Net Assets 2010: $13,902,4732010Assets 2011: $14,720,807Liabilities 2011: $508,337Net Assets 2011: $14,212,4702011Assets 2012: $15,737,881Liabilities 2012: $493,212Net Assets 2012: $15,244,6692012Assets 2013: $16,815,464Liabilities 2013: $515,962Net Assets 2013: $16,299,5022013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$16,815,464
Liabilities$515,962
Net Assets$16,299,502
Open 2013 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $107,5732010Revenue 2011: $841,668Expenses 2011: $152,133Net Income 2011: $689,5352011Expenses 2012: $125,3422012Revenue 2013: $901,204Expenses 2013: $104,211Net Income 2013: $796,9932013Revenue 2014: $1,001,951Expenses 2014: $49,236Net Income 2014: $952,7152014

Highlighted filing

2013

Revenue$901,204
Expenses$104,211
Net Income$796,993
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$5,356,315
Mission and Program Overview

Mission

Strategic healthcare direction & support services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,542,781$7,480,883▲ $938,102
Other Notes and Loans Receivable, Net$2,968,064$2,890,718▼ $77,346
Savings and Temporary Cash Investments$602,140$808,416▲ $206,276
Cash and Non-Interest-Bearing Accounts$78,089$687,224▲ $609,135
Land, Buildings, and Equipment, Net$409,247$393,655▼ $15,592
Total Assets$15,737,881$16,815,464▲ $1,077,583
Other Assets Total$5,137,560$4,554,568▼ $582,992
Liabilities
Deferred Revenue$408,345$408,345→ $0
Accounts Payable and Accrued Expenses$84,867$107,617▲ $22,750
Total Liabilities$493,212$515,962▲ $22,750
Net Assets / Fund Balance
Unrestricted Net Assets$15,201,423$16,255,756▲ $1,054,333
Temporarily Rstr Net Assets$43,246$43,746▲ $500
Total Net Assets Fund Balance$15,244,669$16,299,502▲ $1,054,833
Total Liabilities and Net Assets / Fund Balance$15,737,881$16,815,464▲ $1,077,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$257,741$242,141$499,882
Land$115,245-$115,245
Equipment$20,669$21,672$42,341
Other Land Buildings$0$30,660$30,660
Other Assets Org$4,554,568--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Edward G SchroederPresident/CEO/ex-officioPT$42,220$42,220

Board Members and Trustees

NameTitle
Barbara TognoliChairperson
Robert H Hermann MdChairperson (through 12/31/13)
John BernadicouVice Chairperson
Lou MeyerBoard Member
Phyllis BergerBoard Member
Tom ShafferBoard Member
R Scot SinclairExec Director/ex-officio
Sister Maureen Mcinerney OpEx Officio
Fran MeredithSecretary
Lex CorralesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$204,913
Investment Income
$683,584
Other Revenue
$12,207
All Other Contributions
$500
Change in Net Assets
$796,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$63,450-$63,450
Depreciation Depletion$19,192--$19,192
Occupancy$7,894--$7,894
Fees for Services Accounting-$6,839-$6,839
Fees for Services Management-$5,196-$5,196
Fees for Services Other$960--$960
Office Expenses$680--$680
Total Functional Expenses$28,726$75,485$0$104,211
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has one member, which is mission holding corporation. The sole member has the reserved powers to approve the board members and certain key decisions of the o'connor woods holding company board.”

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

“See the description for line 6.”

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

“See the description for line 6.”

Form 990, Part VI, Section B, Line 11

“The 990 is prepared by management with the assistance of the auditor, and the draft is reviewed by the audit committee.”

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

“During an annual board meeting, the board discusses potential conflict of interest. An annual conflict of interest disclosure statement is also completed and distributed to board members during that meeting. Members present review, sign and return copies of the statement. Form 990, part vi, section b, line 15: market competitive data for the executive director from a professional firm with experience in comparable positions is gathered, annual performance evaluation is conducted and findings are presented to the board of trustees for concurrence on appropriate compensation. A process for review of the president/ceo compensation was conducted by the board on september 8, 2011.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

EIN
94-2760726
Phone
2094676500

Signing Officer

Name
R Scot Sinclair
Title
Executive Director
Phone
2094676500
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Scot Sinclair
Formed
1979
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Preparer
Joua V Lo
Phone
2099556100
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0257741
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0242141
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0499882
IRS990ScheduleD/EquipmentGrp/BookValueAmt020669
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021672
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042341
IRS990ScheduleD/LandGrp/BookValueAmt0115245
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0115245
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04554568
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030660
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0393655
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04554568
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt028600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0233023
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0R SCOT SINCLAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC DIRECTOR/EX-OFFICIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0314856
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION IS SET BY A RELATED ORGANIZATION THAT USES ONE OR MORE OF THESE METHODS TO SET COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONE MEMBER, WHICH IS MISSION HOLDING CORPORATION. THE SOLE MEMBER HAS THE RESERVED POWERS TO APPROVE THE BOARD MEMBERS AND CERTAIN KEY DECISIONS OF THE O'CONNOR WOODS HOLDING COMPANY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE THE DESCRIPTION FOR LINE 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE THE DESCRIPTION FOR LINE 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS PREPARED BY MANAGEMENT WITH THE ASSISTANCE OF THE AUDITOR, AND THE DRAFT IS REVIEWED BY THE AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING AN ANNUAL BOARD MEETING, THE BOARD DISCUSSES POTENTIAL CONFLICT OF INTEREST. AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT IS ALSO COMPLETED AND DISTRIBUTED TO BOARD MEMBERS DURING THAT MEETING. MEMBERS PRESENT REVIEW, SIGN AND RETURN COPIES OF THE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15: MARKET COMPETITIVE DATA FOR THE EXECUTIVE DIRECTOR FROM A PROFESSIONAL FIRM WITH EXPERIENCE IN COMPARABLE POSITIONS IS GATHERED, ANNUAL PERFORMANCE EVALUATION IS CONDUCTED AND FINDINGS ARE PRESENTED TO THE BOARD OF TRUSTEES FOR CONCURRENCE ON APPROPRIATE COMPENSATION. A PROCESS FOR REVIEW OF THE PRESIDENT/CEO COMPENSATION WAS CONDUCTED BY THE BOARD ON SEPTEMBER 8, 2011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10O'CONNOR WOODS HOLDING COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11O'CONNOR WOODS HOLDING COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10O'CONNOR WOODS HOUSING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11O'CONNOR WOODS A CALIFORNIA CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12MISSION HOLDING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680201024
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1680152283
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2680335708
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOUSING FOR THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SUPPORT HEALTHCARE ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103400 WAGNER HEIGHTS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine113400 WAGNER HEIGHTS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine121520 GRAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2SAN RAFAEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode095209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode195209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode294901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,815,464
Liabilities
$515,962
Net assets
$16,299,502
Revenue
$901,204
Expenses
$104,211
Net income
$796,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.00$0.05$0.95
2013Detailed filing. Detailed filing data is available for this year.$16.8$0.52$16.3$0.90$0.10$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.49$15.2$0.13
2011Summary only. Only limited summary data is available for this year.$14.7$0.51$14.2$0.84$0.15$0.69
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.60$13.9$0.11