Civic Intelligence

Buckelew Housing Inc

990EZ • Fiscal year 2016 • EIN 94-2914667

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

2169 E Francisco Blvd Suite BSan Rafael, CA 94901

(415) 258-1800

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.91x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$481,380

Down $8,536 (-1.7%) from 2015

Net Assets

Up

$213,759

Up $13,739 (+6.9%) from 2015

Liabilities

Down

$267,621

Down $22,275 (-7.7%) from 2015

Revenue

Up

$139,815

Up $12,081 (+9.5%) from 2015

Expenses

Down

$126,076

Down $3,221 (-2.5%) from 2015

Net Income

Up

$13,739

Up $15,302 (+979%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $527,034Liabilities 2012: $324,735Net Assets 2012: $202,2992012Assets 2013: $531,712Liabilities 2013: $325,909Net Assets 2013: $205,8032013Assets 2014: $502,200Liabilities 2014: $300,617Net Assets 2014: $201,5832014Assets 2015: $489,916Liabilities 2015: $289,896Net Assets 2015: $200,0202015Assets 2016: $481,380Liabilities 2016: $267,621Net Assets 2016: $213,7592016Assets 2017: $520,066Liabilities 2017: $275,618Net Assets 2017: $244,4482017Assets 2018: $490,412Liabilities 2018: $242,032Net Assets 2018: $248,3802018Assets 2019: $486,355Liabilities 2019: $222,717Net Assets 2019: $263,6382019Assets 2020: $477,539Liabilities 2020: $205,641Net Assets 2020: $271,8982020Assets 2021: $468,478Liabilities 2021: $170,687Net Assets 2021: $297,7912021Assets 2022: $471,699Liabilities 2022: $136,445Net Assets 2022: $335,2542022Assets 2023: $496,782Liabilities 2023: $105,775Net Assets 2023: $391,0072023Assets 2024: $525,659Liabilities 2024: $96,110Net Assets 2024: $429,5492024Assets 2025: $509,597Liabilities 2025: $35,967Net Assets 2025: $473,6302025

Highlighted filing

2016

Assets$481,380
Liabilities$267,621
Net Assets$213,759

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $122,682Expenses 2012: $126,351Net Income 2012: -$3,6692012Revenue 2013: $133,827Expenses 2013: $130,323Net Income 2013: $3,5042013Revenue 2014: $127,214Expenses 2014: $131,434Net Income 2014: -$4,2202014Revenue 2015: $127,734Expenses 2015: $129,297Net Income 2015: -$1,5632015Revenue 2016: $139,815Expenses 2016: $126,076Net Income 2016: $13,7392016Revenue 2017: $161,421Expenses 2017: $130,732Net Income 2017: $30,6892017Revenue 2018: $175,979Expenses 2018: $172,047Net Income 2018: $3,9322018Revenue 2019: $173,774Expenses 2019: $158,516Net Income 2019: $15,2582019Revenue 2020: $179,585Expenses 2020: $171,325Net Income 2020: $8,2602020Revenue 2021: $191,130Expenses 2021: $165,237Net Income 2021: $25,8932021Revenue 2022: $202,742Expenses 2022: $165,279Net Income 2022: $37,4632022Revenue 2023: $221,590Expenses 2023: $165,837Net Income 2023: $55,7532023Revenue 2024: $218,028Expenses 2024: $179,486Net Income 2024: $38,5422024Revenue 2025: $229,064Expenses 2025: $184,983Net Income 2025: $44,0812025

Highlighted filing

2016

Revenue$139,815
Expenses$126,076
Net Income$13,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.0
Gross Receipts
$139,815
Mission and Program Overview

Mission

To provide mentally ill persons with housing facilities and services.

Program Services

DescriptionGrantsExpenses
THE CORPORATION WAS ORGANIZED TO OWN AND OPERATE AN APARTMENT COMPLEX CONSISTING OF 12 UNITS IN FAIRFAX, CA UNDER SECTION 202 OF THE NATIONAL HOUSING ACT FOR PERSONS WITH DISABILITIES. THIS PROJECT IS REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS.$124,413-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GREENPresident-$0--
STAN MOOREVice President-$0--
NANCY BELZASecretary-$0--
SCOTT MACLISETreasurer-$0--
ROWAN SCOTTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Buckelew Housing Inc
EIN
94-2914667
Phone
4152581800
Address
2169 E Francisco Blvd Suite B, San Rafael, CA 94901

Signing Officer

Name
David Green
Title
President
Signed
2016-10-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1003

Information Technology $1464

Other Expenses.1009

Depreciation $21059

Other Expenses.1012

Insurance $1286

Other Expenses.1

MISCELLANEOUS $5744

Other Expenses.2

Workers compensation $815

Other Assets.1002

Furniture and Fixtures - Beginning $11043 Furniture and Fixtures - Ending $7779

Other Assets.1005

Accounts Receivable - Beginning $571 Accounts Receivable - Ending $1620

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $2717 Prepaid Expenses and Deferred Charges - Ending $2729

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $12030 Accounts Payable and Accrued Expenses - Ending $3855

Total Liabilities.1003

Deferred Revenue - Beginning $1231 Deferred Revenue - Ending $2928

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $273311 Secured Mortgages and Notes Payable - Ending $257535

Total Liabilities.1

Tenant Security Deposits - Beginning $3324 Tenant Security Deposits - Ending $3303

Changes to Organizing or Governing Documents

On august 26, 2015, the bylaws were amended to change the following:section 2. Membershipcorporation shall have no members, as defined in section 5056 of the california nonprofit public benefit corporation law, as amended (the "nonprofit corporation law"). Corporation may from time to time use the term "members" to refer to persons associated with it, but such persons shall not be members within the meaning of section 5056 of the nonprofit corporation law.section 3.4 designation of directorsthe directors of corporation shall be designated by the board of directors of buckelew programs. A director's acceptance of such designation shall constitute approval by the members of corporation as described in corporation's articles of incorporation. The directors of corporation shall be limited to individuals who are directors or employees of buckelew programs or other individuals designated by the board of directors of buckelew programs. In the event that a director who is also a director or employee of buckelew programs ceases serving in that role, such event shall result in his or her automatic resignation as a director of corporation.section 6.1 officersthe officers of corporation shall be a president, a secretary, a treasurer, any number of vice presidents, and such other officers as the board may determine. Any number of offices may be held by the same person, except that neither the secretary nor the treasurer may serve concurrently as the president.

Raw XML Appendix184 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $21059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $5744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WORKERS COMPENSATION $815
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ON AUGUST 26, 2015, THE BYLAWS WERE AMENDED TO CHANGE THE FOLLOWING:SECTION 2. MEMBERSHIPCORPORATION SHALL HAVE NO MEMBERS, AS DEFINED IN SECTION 5056 OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AS AMENDED (THE "NONPROFIT CORPORATION LAW"). CORPORATION MAY FROM TIME TO TIME USE THE TERM "MEMBERS" TO REFER TO PERSONS ASSOCIATED WITH IT, BUT SUCH PERSONS SHALL NOT BE MEMBERS WITHIN THE MEANING OF SECTION 5056 OF THE NONPROFIT CORPORATION LAW.SECTION 3.4 DESIGNATION OF DIRECTORSTHE DIRECTORS OF CORPORATION SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS OF BUCKELEW PROGRAMS. A DIRECTOR'S ACCEPTANCE OF SUCH DESIGNATION SHALL CONSTITUTE APPROVAL BY THE MEMBERS OF CORPORATION AS DESCRIBED IN CORPORATION'S ARTICLES OF INCORPORATION. THE DIRECTORS OF CORPORATION SHALL BE LIMITED TO INDIVIDUALS WHO ARE DIRECTORS OR EMPLOYEES OF BUCKELEW PROGRAMS OR OTHER INDIVIDUALS DESIGNATED BY THE BOARD OF DIRECTORS OF BUCKELEW PROGRAMS. IN THE EVENT THAT A DIRECTOR WHO IS ALSO A DIRECTOR OR EMPLOYEE OF BUCKELEW PROGRAMS CEASES SERVING IN THAT ROLE, SUCH EVENT SHALL RESULT IN HIS OR HER AUTOMATIC RESIGNATION AS A DIRECTOR OF CORPORATION.SECTION 6.1 OFFICERSTHE OFFICERS OF CORPORATION SHALL BE A PRESIDENT, A SECRETARY, A TREASURER, ANY NUMBER OF VICE PRESIDENTS, AND SUCH OTHER OFFICERS AS THE BOARD MAY DETERMINE. ANY NUMBER OF OFFICES MAY BE HELD BY THE SAME PERSON, EXCEPT THAT NEITHER THE SECRETARY NOR THE TREASURER MAY SERVE CONCURRENTLY AS THE PRESIDENT.
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/ReturnTs02016-11-02T13:20:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$0.36$4.74$2.29$1.85$0.44
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.96$4.30$2.18$1.79$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.97$1.06$3.91$2.22$1.66$0.56
2022Detailed filing. Detailed filing data is available for this year.$4.72$1.36$3.35$2.03$1.65$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.68$1.71$2.98$1.91$1.65$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.78$2.06$2.72$1.80$1.71$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.86$2.23$2.64$1.74$1.59$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.90$2.42$2.48$1.76$1.72$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.20$2.76$2.44$1.61$1.31$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.81$2.68$2.14$1.40$1.26$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.90$2.90$2.00$1.28$1.29$0.02
2014Summary only. Only limited summary data is available for this year.$5.02$3.01$2.02$1.27$1.31$0.04
2013Summary only. Only limited summary data is available for this year.$5.32$3.26$2.06$1.34$1.30$0.04
2012Summary only. Only limited summary data is available for this year.$5.27$3.25$2.02$1.23$1.26$0.04