Civic Intelligence

Wittenberg Manor II

990 • Fiscal year 2021 • EIN 94-2933982

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profilewww.barcelonseniorliving.com
713 Bartlett AveHayward, CA 94541

(510) 785-7201

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

21st percentile

-2.9%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.6%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

2.8%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,871,558

Down $17,984 (-0.6%) from 2020

Net Assets

Down

$2,831,516

Down $16,845 (-0.6%) from 2020

Liabilities

Down

$40,042

Down $1,139 (-2.8%) from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin21st percentile

Revenue

Up

$587,455

Up $16,233 (+2.8%) from 2020

Expenses

Up

$604,300

Up $27,630 (+4.8%) from 2020

Net Income

Down

-$16,845

Down $11,397 (-209%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,616,168Liabilities 2010: $38,321Net Assets 2010: $3,577,8472010Assets 2011: $3,514,535Liabilities 2011: $44,885Net Assets 2011: $3,469,6502011Assets 2012: $3,431,063Liabilities 2012: $34,909Net Assets 2012: $3,396,1542012Assets 2013: $3,357,542Liabilities 2013: $60,633Net Assets 2013: $3,296,9092013Assets 2014: $3,271,376Liabilities 2014: $60,006Net Assets 2014: $3,211,3702014Assets 2015: $3,201,915Liabilities 2015: $43,328Net Assets 2015: $3,158,5872015Assets 2016: $3,116,675Liabilities 2016: $39,185Net Assets 2016: $3,077,4902016Assets 2017: $3,025,059Liabilities 2017: $51,126Net Assets 2017: $2,973,9332017Assets 2018: $2,957,875Liabilities 2018: $45,200Net Assets 2018: $2,912,6752018Assets 2019: $2,893,202Liabilities 2019: $39,393Net Assets 2019: $2,853,8092019Assets 2020: $2,889,542Liabilities 2020: $41,181Net Assets 2020: $2,848,3612020Assets 2021: $2,871,558Liabilities 2021: $40,042Net Assets 2021: $2,831,5162021Assets 2022: $2,824,295Liabilities 2022: $47,007Net Assets 2022: $2,777,2882022Assets 2023: $2,765,479Liabilities 2023: $45,284Net Assets 2023: $2,720,1952023Assets 2024: $2,648,883Liabilities 2024: $43,166Net Assets 2024: $2,605,7172024

Highlighted filing

2021

Assets$2,871,558
Liabilities$40,042
Net Assets$2,831,516
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $504,9492010Expenses 2011: $551,8802011Expenses 2012: $517,4522012Revenue 2013: $445,921Expenses 2013: $545,166Net Income 2013: -$99,2452013Revenue 2014: $453,651Expenses 2014: $539,190Net Income 2014: -$85,5392014Revenue 2015: $488,197Expenses 2015: $540,980Net Income 2015: -$52,7832015Revenue 2016: $503,141Expenses 2016: $584,238Net Income 2016: -$81,0972016Revenue 2017: $510,524Expenses 2017: $614,081Net Income 2017: -$103,5572017Revenue 2018: $528,862Expenses 2018: $590,120Net Income 2018: -$61,2582018Revenue 2019: $571,055Expenses 2019: $629,921Net Income 2019: -$58,8662019Revenue 2020: $571,222Expenses 2020: $576,670Net Income 2020: -$5,4482020Revenue 2021: $587,455Expenses 2021: $604,300Net Income 2021: -$16,8452021Revenue 2022: $590,918Expenses 2022: $645,146Net Income 2022: -$54,2282022Revenue 2023: $599,874Expenses 2023: $656,967Net Income 2023: -$57,0932023Revenue 2024: $603,009Expenses 2024: $717,487Net Income 2024: -$114,4782024

Highlighted filing

2021

Revenue$587,455
Expenses$604,300
Net Income-$16,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$587,455
Mission and Program Overview

Mission

To provide affordable housing to elderly and disabled persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,923,653$1,820,936▼ $102,717
Savings and Temporary Cash Investments$861,670$989,436▲ $127,766
Cash and Non-Interest-Bearing Accounts$83,045$33,333▼ $49,712
Prepaid Expenses and Deferred Charges$19,569$27,853▲ $8,284
Pledges and Grants Receivable$1,603$0▼ $1,603
Accounts Receivable$2$0▼ $2
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,889,542$2,871,558▼ $17,984
Other Assets Total-$0-
Liabilities
Other Liabilities$23,050$24,409▲ $1,359
Accounts Payable and Accrued Expenses$17,216$15,190▼ $2,026
Deferred Revenue$915$443▼ $472
Total Liabilities$41,181$40,042▼ $1,139
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,848,361$2,831,516▼ $16,845
Total Net Assets Fund Balance$2,848,361$2,831,516▼ $16,845
Total Liabilities and Net Assets / Fund Balance$2,889,542$2,871,558▼ $17,984

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,580,132$3,340,577$4,920,709
Land$200,000-$200,000
Other Land Buildings$40,804$118,602$159,406
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steve EllisPresident
Dave MuellerVice President
Anna Marie MitchellDirector
Frank Mitchell IIDirector
J Lyle KregerDirector
Maren GianniniDirector
Pastor Kelly SmithDirector
Phil CaspersenDirector
Maria MitchellSecretary
Henry BlankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,280
Program Service Revenue
$252,392
Investment Income
$2,783
Other Revenue
$0
Change in Net Assets
$-16,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$587,455
Total Revenue per Audited Statements
$587,455
Total Revenue per Form 990
$587,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$453,059
Salaries, Compensation, and Employee Benefits$151,241
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$136,861--$136,861
Other Salaries and Wages$65,749$53,632-$119,381
Occupancy$79,442--$79,442
Fees for Services Management-$56,855-$56,855
Insurance$28,952--$28,952
All Other Expenses$18,504$7,486-$25,990
Other Employee Benefits$19,858--$19,858
Fees for Services Accounting-$15,300-$15,300
Payroll Taxes$12,002--$12,002
Other Expenses$30,016$10,045-$10,045
Office Expenses-$6,804-$6,804
Fees for Services Legal-$268-$268
Total Functional Expenses$453,910$150,390$0$604,300

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$604,300
Total Expenses per Audited Statements$604,300
Total Expenses per Form 990$604,300
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$20,358
Deferred discount on contract$3,251
Related party payable$800
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“Three board members have a family relationship. A mother and her son serve on the board, and the son's wife is also a board member.”

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Property management, staff and accounting services are provided by a management company.”

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

“The Form 990 is reviewed by the management company and then provided to the Board for review.”

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

“Financial statements, policies and governing documents are available for inspection at the management agent's office.”

Filing and Contact Details

Filer

Filer Name
Wittenberg Manor II
EIN
94-2933982
Phone
5107857201
Address
713 Bartlett Ave, Hayward, CA 94541

Signing Officer

Name
Steve Ellis
Title
President
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Ellis
Formed
1984
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Brokstein & Associates CPAs LLP
Address
2300 Contra Costa Blvd Suite 230, Pleasant Hill, CA 94523
Preparer
Annise Brokstein
Phone
9259544477
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The corporation is an exempt organization for federal income tax purposes under Section 501(c)(3) of the Internal Revenue Code and for California franchise tax purposes under Section 23701(d) of the Revenue and Taxation Code, and therefore is not subject to income taxes.”

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IRS990/OccupancyGrp/ProgramServicesAmt079442
IRS990/OccupancyGrp/TotalAmt079442
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06804
IRS990/OfficeExpensesGrp/TotalAmt06804
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019858
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019858
IRS990/OtherExpensesGrp/Desc0Maint. and repair contracts
IRS990/OtherExpensesGrp/Desc1Real estate taxes
IRS990/OtherExpensesGrp/Desc2Recreation expenses
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010045
IRS990/OtherExpensesGrp/ProgramServicesAmt032479
IRS990/OtherExpensesGrp/ProgramServicesAmt130047
IRS990/OtherExpensesGrp/ProgramServicesAmt230016
IRS990/OtherExpensesGrp/TotalAmt032479
IRS990/OtherExpensesGrp/TotalAmt130047
IRS990/OtherExpensesGrp/TotalAmt230016
IRS990/OtherExpensesGrp/TotalAmt310045
IRS990/OtherLiabilitiesGrp/BOYAmt023050
IRS990/OtherLiabilitiesGrp/EOYAmt024409
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt053632
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065749
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119381
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012002
IRS990/PayrollTaxesGrp/TotalAmt012002
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01603
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019569
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027853
IRS990/PrincipalOfficerNm0Steve Ellis
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0Laundry and Other
IRS990/ProgramServiceRevenueGrp/Desc1Tenant Rents
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1252178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1252178
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0317905
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07919
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0457449
IRS990/PYProgramServiceRevenueAmt0245398
IRS990/PYRevenuesLessExpensesAmt0-5448
IRS990/PYSalariesCompEmpBnftPaidAmt0119221
IRS990/PYTotalExpensesAmt0576670
IRS990/PYTotalRevenueAmt0571222
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-16845
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0252392
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0861670
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0989436
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0332280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0317905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0329187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0295799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0276995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01552166
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02783
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04723
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0252392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0245398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0232205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0225502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0228806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01184303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032649
IRS990ScheduleA/InvestmentIncomeCYPct00.01180
IRS990ScheduleA/InvestmentIncomePYPct00.01250
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98820
IRS990ScheduleA/PublicSupportPY509Pct00.98750
IRS990ScheduleA/PublicSupportTotal509Amt02736469
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0584672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0563303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0561392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0521301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0505801
IRS990ScheduleA/Total509Grp/TotalAmt02736469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0587455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0571222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0571055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0528862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0510524
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02769118
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01580132
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03340577
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04920709
IRS990ScheduleD/ExpensesSubtotalAmt0604300
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040804
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0118602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0159406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deferred discount on contract
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Related party payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Tenant Security Deposits
IRS990ScheduleD/RevenueSubtotalAmt0587455
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The corporation is an exempt organization for federal income tax purposes under Section 501(c)(3) of the Internal Revenue Code and for California franchise tax purposes under Section 23701(d) of the Revenue and Taxation Code, and therefore is not subject to income taxes.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01820936
IRS990ScheduleD/TotalExpensesPerForm990Amt0604300
IRS990ScheduleD/TotalLiabilityAmt024409
IRS990ScheduleD/TotalRevenuePerForm990Amt0587455
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0587455
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0604300
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Three board members have a family relationship. A mother and her son serve on the board, and the son's wife is also a board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Property management, staff and accounting services are provided by a management company.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is reviewed by the management company and then provided to the Board for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Financial statements, policies and governing documents are available for inspection at the management agent's office.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,871,558
Liabilities
$40,042
Net assets
$2,831,516
Revenue
$587,455
Expenses
$604,300
Net income
-$16,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.04$2.61$0.60$0.72$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.05$2.72$0.60$0.66$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.05$2.78$0.59$0.65$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.04$2.83$0.59$0.60$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.04$2.85$0.57$0.58$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.04$2.85$0.57$0.63$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.05$2.91$0.53$0.59$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.05$2.97$0.51$0.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.12$0.04$3.08$0.50$0.58$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.04$3.16$0.49$0.54$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.06$3.21$0.45$0.54$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.36$0.06$3.30$0.45$0.55$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.03$3.40$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.04$3.47$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.04$3.58$0.50