Civic Intelligence

Burbank Orchards Inc.

990 • Fiscal year 2023 • EIN 94-3010544

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 29, 2024

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

92nd percentile

0.86x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

1.70x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

8.0%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

26th percentile

-3.0%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

3.9%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Flat

$1,613,143

Flat from 2023

Net Assets

Flat

$221,080

Flat from 2023

Liabilities

Flat

$1,392,063

Flat from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin58th percentile

Revenue

Flat

$820,693

Flat from 2023

Expenses

Flat

$754,783

Flat from 2023

Net Income

Flat

$65,910

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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 2022: $1,663,487Liabilities 2022: $1,508,317Net Assets 2022: $155,1702022Assets 2023: $1,613,143Liabilities 2023: $1,392,063Net Assets 2023: $221,0802023Assets 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

2023

Assets$1,613,143
Liabilities$1,392,063
Net Assets$221,080
Open 2023 Filing

Operations Trend

Revenue Growth45th 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 2022: $789,992Expenses 2022: $746,849Net Income 2022: $43,1432022Revenue 2023: $820,693Expenses 2023: $754,783Net Income 2023: $65,9102023Revenue 2023: $820,693Expenses 2023: $754,783Net Income 2023: $65,9102023Revenue 2024: $848,122Expenses 2024: $762,931Net Income 2024: $85,1912024

Highlighted filing

2023

Revenue$820,693
Expenses$754,783
Net Income$65,910
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 29, 2024
Return Version
2022v5.0
Gross Receipts
$820,693
Mission and Program Overview

Mission

To provide low-income housing to senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,306,228$1,262,464▼ $43,764
Cash and Non-Interest-Bearing Accounts$45,320$17,859▼ $27,461
Accounts Receivable$7,180$4,040▼ $3,140
Prepaid Expenses and Deferred Charges$1,667$1,529▼ $138
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$1,663,487$1,613,143▼ $50,344
Other Assets Total$303,092$327,251▲ $24,159
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,433,196$1,307,931▼ $125,265
Accounts Payable and Accrued Expenses$52,528$61,150▲ $8,622
Other Liabilities$17,242$21,894▲ $4,652
Deferred Revenue$5,351$1,088▼ $4,263
Total Liabilities$1,508,317$1,392,063▼ $116,254
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$155,170$221,080▲ $65,910
Total Net Assets Fund Balance$155,170$221,080▲ $65,910
Total Liabilities and Net Assets / Fund Balance$1,663,487$1,613,143▼ $50,344

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,288,281--
Other Land Buildings$-2,372,823$2,561,340-
Land$195,000--
Leasehold Improvements$152,006--
Other Assets Org$21,894--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$556,801
Program Service Revenue
$262,351
Investment Income
$1,517
Other Revenue
$24
Change in Net Assets
$65,910

Audited Revenue Reconciliation

Revenue per Audited Statements
$820,693
Total Revenue per Audited Statements
$820,693
Total Revenue per Form 990
$820,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$593,849
Salaries, Compensation, and Employee Benefits$160,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,257--$122,257
Interest$116,129--$116,129
Depreciation Depletion$92,292--$92,292
Fees for Services Management-$45,511-$45,511
Insurance$35,376--$35,376
All Other Expenses$30,554--$30,554
Other Employee Benefits$27,077--$27,077
Other Expenses$23,112--$23,112
Fees for Services Accounting-$19,562-$19,562
Office Expenses$13,762--$13,762
Payroll Taxes$11,600--$11,600
Advertising$477--$477
Total Functional Expenses$689,710$65,073$0$754,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$754,783
Total Expenses per Audited Statements$754,783
Total Expenses per Form 990$754,783
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$21,894
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, Section A, Line 3

“Day to Day management including maintenance, tenant compliance, financial and regulatory reporting is performed under contract with John Stewart Company.”

Form 990, Part VI, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
2024-04-29
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Allan Liu CPA
Address
201 WILLOW AVE, MILLBRAE, CA 94030
Preparer
Allan Liu
Phone
6506921172
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day to Day management including maintenance, tenant compliance, financial and regulatory reporting is performed under contract with John Stewart Company.
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, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,613,143
Liabilities
$1,392,063
Net assets
$221,080
Revenue
$820,693
Expenses
$754,783
Net income
$65,910
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
2023Detailed filing. Detailed filing data is available for this year.$1.61$1.39$0.22$0.82$0.75$0.07
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
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