Civic Intelligence

Burbank Orchards Inc.

990 • Fiscal year 2021 • EIN 94-3010544

Dec 01, 2020 to Nov 30, 2021 • Filed on Mar 17, 2022

Organization ProfileN/A
7777 Bodega AvenueSebastopol, CA 95472

(510) 632-6712

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.94x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

2.13x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

42nd percentile

8.3%

Higher net margin than 42% 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

34th percentile

0.9%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Flat

$1,735,970

Flat from 2021

Net Assets

Flat

$112,027

Flat from 2021

Liabilities

Flat

$1,623,943

Flat from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin42nd percentile

Revenue

Flat

$761,423

Flat from 2021

Expenses

Flat

$698,051

Flat from 2021

Net Income

Flat

$63,372

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $2,140,238Liabilities 2011: $2,372,045Net Assets 2011: -$231,8072011Assets 2012: $2,102,005Liabilities 2012: $2,298,772Net Assets 2012: -$196,7672012Assets 2013: $2,063,952Liabilities 2013: $2,252,920Net Assets 2013: -$188,9682013Assets 2014: $2,060,324Liabilities 2014: $2,266,728Net Assets 2014: -$206,4042014Assets 2015: $1,880,480Liabilities 2015: $2,133,747Net Assets 2015: -$253,2672015Assets 2016: $1,833,635Liabilities 2016: $2,063,488Net Assets 2016: -$229,8532016Assets 2017: $1,783,426Liabilities 2017: $1,996,265Net Assets 2017: -$212,8392017Assets 2018: $1,793,715Liabilities 2018: $1,944,336Net Assets 2018: -$150,6212018Assets 2019: $1,737,673Liabilities 2019: $1,814,065Net Assets 2019: -$76,3922019Assets 2020: $1,746,399Liabilities 2020: $1,697,744Net Assets 2020: $48,6552020Assets 2021: $1,735,970Liabilities 2021: $1,623,943Net Assets 2021: $112,0272021Assets 2021: $1,735,970Liabilities 2021: $1,623,943Net Assets 2021: $112,0272021Assets 2022: $1,663,487Liabilities 2022: $1,508,317Net Assets 2022: $155,1702022Assets 2023: $1,613,143Liabilities 2023: $1,392,063Net Assets 2023: $221,0802023Assets 2024: $1,566,282Liabilities 2024: $1,260,011Net Assets 2024: $306,2712024

Highlighted filing

2021

Assets$1,735,970
Liabilities$1,623,943
Net Assets$112,027
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $665,739Expenses 2011: $622,126Net Income 2011: $43,6132011Revenue 2012: $659,711Expenses 2012: $624,671Net Income 2012: $35,0402012Revenue 2013: $638,363Expenses 2013: $630,564Net Income 2013: $7,7992013Revenue 2014: $625,013Expenses 2014: $642,449Net Income 2014: -$17,4362014Revenue 2015: $660,249Expenses 2015: $707,112Net Income 2015: -$46,8632015Revenue 2016: $720,253Expenses 2016: $696,839Net Income 2016: $23,4142016Revenue 2017: $737,069Expenses 2017: $720,055Net Income 2017: $17,0142017Revenue 2018: $741,002Expenses 2018: $678,784Net Income 2018: $62,2182018Revenue 2019: $742,396Expenses 2019: $668,167Net Income 2019: $74,2292019Revenue 2020: $754,832Expenses 2020: $629,785Net Income 2020: $125,0472020Revenue 2021: $761,423Expenses 2021: $698,051Net Income 2021: $63,3722021Revenue 2021: $761,423Expenses 2021: $698,051Net Income 2021: $63,3722021Revenue 2022: $789,992Expenses 2022: $746,849Net Income 2022: $43,1432022Revenue 2023: $820,693Expenses 2023: $754,783Net Income 2023: $65,9102023Revenue 2024: $848,122Expenses 2024: $762,931Net Income 2024: $85,1912024

Highlighted filing

2021

Revenue$761,423
Expenses$698,051
Net Income$63,372
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 17, 2022
Return Version
2020v4.0
Gross Receipts
$761,423
Mission and Program Overview

Mission

To provide low-income housing to senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,470,425$1,379,611▼ $90,814
Cash and Non-Interest-Bearing Accounts$35,838$62,282▲ $26,444
Accounts Receivable$3,421$3,876▲ $455
Prepaid Expenses and Deferred Charges$2,310$2,263▼ $47
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$1,746,399$1,735,970▼ $10,429
Other Assets Total$234,405$287,938▲ $53,533
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,654,034$1,548,289▼ $105,745
Accounts Payable and Accrued Expenses$26,452$55,801▲ $29,349
Other Liabilities$17,217$16,809▼ $408
Deferred Revenue$41$3,044▲ $3,003
Total Liabilities$1,697,744$1,623,943▼ $73,801
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$48,655$112,027▲ $63,372
Total Net Assets Fund Balance$48,655$112,027▲ $63,372
Total Liabilities and Net Assets / Fund Balance$1,746,399$1,735,970▼ $10,429

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,184,611$2,372,445-
Land$195,000--
Other Assets Org$17,247--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Patty RaneyPresident
Dee SchillingVice President
Charlie FisherDirector
Judy PetersonDirector
Linda PellasciniDirector
Lisa DawsonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$548,573
Program Service Revenue
$212,743
Investment Income
$107
Other Revenue
$0
Change in Net Assets
$63,372

Audited Revenue Reconciliation

Revenue per Audited Statements
$761,423
Total Revenue per Audited Statements
$761,423
Total Revenue per Form 990
$761,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$554,660
Salaries, Compensation, and Employee Benefits$143,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$134,458--$134,458
Other Salaries and Wages$108,870--$108,870
Depreciation Depletion$90,814--$90,814
Fees for Services Other$75,360--$75,360
Fees for Services Management-$43,699-$43,699
Insurance$36,001--$36,001
Other Employee Benefits$34,521--$34,521
Office Expenses$18,653--$18,653
Fees for Services Accounting-$18,310-$18,310
Other Expenses$12,737--$12,737
All Other Expenses$11,470--$11,470
Total Functional Expenses$636,042$62,009$0$698,051

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$698,051
Total Expenses per Audited Statements$698,051
Total Expenses per Form 990$698,051
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
Deposits held$16,809
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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

“Day to Day management including maintenance, tenant compliance, financial and regulatory reporting is performed under contract with PEP Housing through November 30, 2020. John Stewart Company took over the property management on December 1,2020.”

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

“Prior to preparation of 990, financial statements were prepared, and reviewed by the Board of Directors. The draft 990 are reviewed by the board of Directors. by email prior to preparation of 990. A draft 990 is reviewed by the Board and Board members then have an opportunity to review 990, ask questions, and give feedback on the 990 before it is submitted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest are discussed by board members annually.”

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

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Burbank OrchardsInc
EIN
94-3010544
Phone
5106326712
Address
7777 Bodega Avenue, Sebastopol, CA 95472

Signing Officer

Name
Patty Raney
Title
President
Signed
2022-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Raney
Formed
1986
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Allan Liu CPA
Address
201 WILLOW AVE, MILLBRAE, CA 94030
Preparer
Allan Liu
Phone
6506921172
Raw XML AppendixShowing 400 of 481 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026452
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055801
IRS990/AccountsReceivableGrp/BOYAmt03421
IRS990/AccountsReceivableGrp/EOYAmt03876
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide low-income housing to senior citizens.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011470
IRS990/AllOtherExpensesGrp/TotalAmt011470
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PEP Housing
IRS990/BooksInCareOfDetail/PhoneNum07077622336
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0625 Acacia Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095409
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035838
IRS990/CashNonInterestBearingGrp/EOYAmt062282
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0548573
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0107
IRS990/CYOtherExpensesAmt0554660
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0212743
IRS990/CYRevenuesLessExpensesAmt063372
IRS990/CYSalariesCompEmpBnftPaidAmt0143391
IRS990/CYTotalExpensesAmt0698051
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0761423
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt041
IRS990/DeferredRevenueGrp/EOYAmt03044
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt090814
IRS990/DepreciationDepletionGrp/TotalAmt090814
IRS990/Desc0To provide rental facilities for low-income senior citizens.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0636042
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018310
IRS990/FeesForServicesAccountingGrp/TotalAmt018310
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt043699
IRS990/FeesForServicesManagementGrp/TotalAmt043699
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt075360
IRS990/FeesForServicesOtherGrp/TotalAmt075360
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Patty Raney
IRS990/Form990PartVIISectionAGrp/PersonNm1Lisa Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm2Dee Schilling
IRS990/Form990PartVIISectionAGrp/PersonNm3Charlie Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm4Linda Pellascini
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Peterson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0548573
IRS990/GrantAmt0548573
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0761423
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt036001
IRS990/InsuranceGrp/TotalAmt036001
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0134458
IRS990/InterestGrp/TotalAmt0134458
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0107
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02372445
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01470425
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01379611
IRS990/LandBldgEquipCostOrOtherBssAmt03752056
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide low-income housing to senior citizens.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01654034
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01548289
IRS990/NetAssetsOrFundBalancesBOYAmt048655
IRS990/NetAssetsOrFundBalancesEOYAmt0112027
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt048655
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0112027
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt018653
IRS990/OfficeExpensesGrp/TotalAmt018653
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0234405
IRS990/OtherAssetsTotalGrp/EOYAmt0287938
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034521
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034521
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Common area charges
IRS990/OtherExpensesGrp/Desc2Elderly Care Services
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/ProgramServicesAmt053718
IRS990/OtherExpensesGrp/ProgramServicesAmt130000
IRS990/OtherExpensesGrp/ProgramServicesAmt229440
IRS990/OtherExpensesGrp/ProgramServicesAmt312737
IRS990/OtherExpensesGrp/TotalAmt053718
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt229440
IRS990/OtherExpensesGrp/TotalAmt312737
IRS990/OtherLiabilitiesGrp/BOYAmt017217
IRS990/OtherLiabilitiesGrp/EOYAmt016809
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108870
IRS990/OtherSalariesAndWagesGrp/TotalAmt0108870
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02263
IRS990/PrincipalOfficerNm0Patty Raney
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0Laundry and Vending
IRS990/ProgramServiceRevenueGrp/Desc1Tenant rent
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03514
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1209229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03514
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1209229
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0539113
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt091
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0517136
IRS990/PYProgramServiceRevenueAmt0215628
IRS990/PYRevenuesLessExpensesAmt0125047
IRS990/PYSalariesCompEmpBnftPaidAmt0112649
IRS990/PYTotalExpensesAmt0629785
IRS990/PYTotalRevenueAmt0754832
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt063372
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0548573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0539113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0530666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0514931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0507227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02640510
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0212743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0215628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0211546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0225950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0229772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01095639
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0573
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt03736149
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0761316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0754741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0742212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0740881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0736999
IRS990ScheduleA/Total509Grp/TotalAmt03736149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0761423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0754832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0742396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0741002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0737069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03736722
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0698051
IRS990ScheduleD/LandGrp/BookValueAmt0195000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0195000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0270691
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117247
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Reserve for Replacements
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Tenant security deposits
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01184611
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02372445
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03557056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deposits held
IRS990ScheduleD/RevenueSubtotalAmt0761423
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01379611
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0287938
IRS990ScheduleD/TotalExpensesPerForm990Amt0698051
IRS990ScheduleD/TotalLiabilityAmt016809
IRS990ScheduleD/TotalRevenuePerForm990Amt0761423
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0761423
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0698051
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day to Day management including maintenance, tenant compliance, financial and regulatory reporting is performed under contract with PEP Housing through November 30, 2020. John Stewart Company took over the property management on December 1,2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior to preparation of 990, financial statements were prepared, and reviewed by the Board of Directors. The draft 990 are reviewed by the board of Directors. by email prior to preparation of 990. A draft 990 is reviewed by the Board and Board members then have an opportunity to review 990, ask questions, and give feedback on the 990 before it is submitted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflict of interest are discussed by board members annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sebastopol Area Housing Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237086173
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07777 Bodega Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Sebastopol
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095472
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Shared facilities and reimbursement between related entities Burbank Orchards, Inc. and Sebastopol Area Housing Corporation (SAHC) share the same board of directors and management agent- PEP Housing as CCHNC. Burbank Orchards, Inc. also reimburses 30% of shared employee apartment rents, which total $7,865 for the year ended November 30, 2020. Sharing of paid enmployees of which all staff are employed by PEP Housing, which is the manangement agent for both SAHC and Burbank Orchards, Inc. SAHC pays 70% of total employee salaries and Burbank Orchards, Inc. pays the remaining 30% of the total employee salaries of each respective portion to PEP Housing, which employs the shared staff.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false

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
$1,735,970
Liabilities
$1,623,943
Net assets
$112,027
Revenue
$761,423
Expenses
$698,051
Net income
$63,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.26$0.31$0.85$0.76$0.09
2023Summary only. Only limited summary data is available for this year.$1.61$1.39$0.22$0.82$0.75$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$1.51$0.16$0.79$0.75$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.74$1.62$0.11$0.76$0.70$0.06
2021Summary only. Only limited summary data is available for this year.$1.74$1.62$0.11$0.76$0.70$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.70$0.05$0.75$0.63$0.13
2019Summary only. Only limited summary data is available for this year.$1.74$1.81$0.08$0.74$0.67$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$1.94$0.15$0.74$0.68$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$2.00$0.21$0.74$0.72$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.83$2.06$0.23$0.72$0.70$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.88$2.13$0.25$0.66$0.71$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.06$2.27$0.21$0.63$0.64$0.02
2013Summary only. Only limited summary data is available for this year.$2.06$2.25$0.19$0.64$0.63$0.01
2012Summary only. Only limited summary data is available for this year.$2.10$2.30$0.20$0.66$0.62$0.04
2011Summary only. Only limited summary data is available for this year.$2.14$2.37$0.23$0.67$0.62$0.04