Civic Intelligence

Burbank Orchards Inc.

990 • Fiscal year 2025 • EIN 94-3010544

Dec 01, 2024 to Nov 30, 2025

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

90th percentile

0.72x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

1.25x

Higher debt load relative to revenue than 91% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.5%

Faster revenue growth than 48% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,547,253

Down $19,029 (-1.2%) from 2024

Net Assets

Up

$426,600

Up $120,329 (+39%) from 2024

Liabilities

Down

$1,120,653

Down $139,358 (-11%) from 2024

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin66th percentile

Revenue

Up

$894,359

Up $46,237 (+5.5%) from 2024

Expenses

Up

$774,030

Up $11,099 (+1.5%) from 2024

Net Income

Up

$120,329

Up $35,138 (+41%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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 2024: $1,566,282Liabilities 2024: $1,260,011Net Assets 2024: $306,2712024Assets 2025: $1,547,253Liabilities 2025: $1,120,653Net Assets 2025: $426,6002025

Highlighted filing

2025

Assets$1,547,253
Liabilities$1,120,653
Net Assets$426,600
Open 2025 Filing

Operations Trend

Revenue Growth48th 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 2024: $848,122Expenses 2024: $762,931Net Income 2024: $85,1912024Revenue 2025: $894,359Expenses 2025: $774,030Net Income 2025: $120,3292025

Highlighted filing

2025

Revenue$894,359
Expenses$774,030
Net Income$120,329
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.2
Gross Receipts
$894,359
Mission and Program Overview

Mission

To provide low-income housing to senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,169,275$1,080,109▼ $89,166
Cash and Non-Interest-Bearing Accounts$10,108$22,301▲ $12,193
Accounts Receivable$4,374$5,036▲ $662
Prepaid Expenses and Deferred Charges$568$1,032▲ $464
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$1,566,282$1,547,253▼ $19,029
Other Assets Total$381,957$438,775▲ $56,818
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,171,593$1,023,204▼ $148,389
Accounts Payable and Accrued Expenses$66,622$70,042▲ $3,420
Other Liabilities$21,104$23,905▲ $2,801
Deferred Revenue$692$3,502▲ $2,810
Total Liabilities$1,260,011$1,120,653▼ $139,358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$306,271$426,600▲ $120,329
Total Net Assets Fund Balance$306,271$426,600▲ $120,329
Total Liabilities and Net Assets / Fund Balance$1,566,282$1,547,253▼ $19,029

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,293,781--
Other Land Buildings$-2,532,773$2,596,875-
Land$195,000--
Leasehold Improvements$124,101--
Other Assets Org$24,052--
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Lisa DawsonPresident
Dee SchillingVice President
Charlie FisherDirector
Judy PetersonDirector
Linda PellasciniDirector
Patty RaneyDirector
Susan KinderSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$590,635
Program Service Revenue
$302,499
Investment Income
$1,009
Other Revenue
$216
Change in Net Assets
$120,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$894,359
Total Revenue per Audited Statements
$894,359
Total Revenue per Form 990
$894,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$601,340
Salaries, Compensation, and Employee Benefits$172,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,522--$126,522
Interest$92,842--$92,842
Insurance$49,442--$49,442
Fees for Services Management-$49,142-$49,142
All Other Expenses$45,787--$45,787
Other Expenses$43,361--$43,361
Office Expenses$34,546--$34,546
Other Employee Benefits$33,489--$33,489
Occupancy$30,000--$30,000
Fees for Services Accounting-$22,360-$22,360
Payroll Taxes$12,679--$12,679
Fees for Services Legal$4,972--$4,972
Advertising$975--$975
Total Functional Expenses$702,528$71,502$0$774,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$774,030
Total Expenses per Audited Statements$774,030
Total Expenses per Form 990$774,030
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$23,905
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
Lisa Dawson
Title
President
Signed
2026-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Dawson
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
4158281323
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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
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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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

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,547,253
Liabilities
$1,120,653
Net assets
$426,600
Revenue
$894,359
Expenses
$774,030
Net income
$120,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$1.12$0.43$0.89$0.77$0.12
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
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