Civic Intelligence

Coolidge Court Inc

EIN 94-3244351 • 501(c)3 • Oakland, CA

Profile

Rental of 19 units of HUD subsidized low income housing to mental health disability adults in Oakland CA.

3850 Coolidge AvenueOakland, CA 94602

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

3.08x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

9.70x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-12%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.7%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$998,400

Down $130,088 (-12%) from 2023

Liabilities

Down

$3,075,992

Down $39,845 (-1.3%) from 2023

Net Assets

Down

-$2,077,592

Down $90,243 (-4.5%) from 2023

Revenue

Up

$317,151

Up $11,332 (+3.7%) from 2023

Expenses

Up

$407,394

Up $35,838 (+9.6%) from 2023

Net Income

Down

-$90,243

Down $24,506 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $1,571,603Liabilities 2010: $2,582,492Net Assets 2010: -$1,010,8892010Assets 2011: $1,525,808Liabilities 2011: $2,583,961Net Assets 2011: -$1,058,1532011Assets 2012: $1,531,740Liabilities 2012: $2,623,958Net Assets 2012: -$1,092,2182012Assets 2013: $1,499,383Liabilities 2013: $2,640,589Net Assets 2013: -$1,141,2062013Assets 2014: $1,485,366Liabilities 2014: $2,670,752Net Assets 2014: -$1,185,3862014Assets 2015: $1,470,038Liabilities 2015: $2,704,481Net Assets 2015: -$1,234,4432015Assets 2016: $1,375,980Liabilities 2016: $2,744,114Net Assets 2016: -$1,368,1342016Assets 2017: $1,291,336Liabilities 2017: $2,770,350Net Assets 2017: -$1,479,0142017Assets 2018: $1,230,081Liabilities 2018: $2,812,887Net Assets 2018: -$1,582,8062018Assets 2019: $1,198,206Liabilities 2019: $2,857,912Net Assets 2019: -$1,659,7062019Assets 2020: $1,093,530Liabilities 2020: $2,902,040Net Assets 2020: -$1,808,5102020Assets 2021: $1,106,757Liabilities 2021: $2,971,912Net Assets 2021: -$1,865,1552021Assets 2022: $1,080,798Liabilities 2022: $3,002,410Net Assets 2022: -$1,921,6122022Assets 2023: $1,128,488Liabilities 2023: $3,115,837Net Assets 2023: -$1,987,3492023Assets 2024: $998,400Liabilities 2024: $3,075,992Net Assets 2024: -$2,077,5922024

Highlighted filing

2024

Assets$998,400
Liabilities$3,075,992
Net Assets-$2,077,592

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $223,4062010Expenses 2011: $234,8222011Expenses 2012: $237,7962012Revenue 2013: $211,394Expenses 2013: $260,382Net Income 2013: -$48,9882013Revenue 2014: $221,396Expenses 2014: $265,576Net Income 2014: -$44,1802014Revenue 2015: $223,232Expenses 2015: $275,116Net Income 2015: -$51,8842015Revenue 2016: $224,994Expenses 2016: $360,324Net Income 2016: -$135,3302016Revenue 2017: $225,065Expenses 2017: $334,986Net Income 2017: -$109,9212017Revenue 2018: $252,676Expenses 2018: $356,912Net Income 2018: -$104,2362018Revenue 2019: $266,103Expenses 2019: $343,003Net Income 2019: -$76,9002019Revenue 2020: $280,130Expenses 2020: $353,317Net Income 2020: -$73,1872020Revenue 2021: $270,324Expenses 2021: $326,969Net Income 2021: -$56,6452021Revenue 2022: $292,562Expenses 2022: $349,019Net Income 2022: -$56,4572022Revenue 2023: $305,819Expenses 2023: $371,556Net Income 2023: -$65,7372023Revenue 2024: $317,151Expenses 2024: $407,394Net Income 2024: -$90,2432024

Highlighted filing

2024

Revenue$317,151
Expenses$407,394
Net Income-$90,243

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$3.08$2.08$0.32$0.41$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.13$3.12$1.99$0.31$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.08$3.00$1.92$0.29$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.11$2.97$1.87$0.27$0.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.09$2.90$1.81$0.28$0.35$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.20$2.86$1.66$0.27$0.34$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.23$2.81$1.58$0.25$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.29$2.77$1.48$0.23$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.38$2.74$1.37$0.22$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.47$2.70$1.23$0.22$0.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.49$2.67$1.19$0.22$0.27$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.50$2.64$1.14$0.21$0.26$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$2.62$1.09$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$2.58$1.06$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$2.58$1.01$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Gross Receipts
$317,151
Mission and Program Overview

Mission

Rental of 19 units of HUD subsidized low income housing to mental health disability adults in Oakland CA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$756,872$783,806▲ $26,934
Accounts Receivable$64,794$90,448▲ $25,654
Savings and Temporary Cash Investments$7,073--
Cash and Non-Interest-Bearing Accounts$39,490$7,028▼ $32,462
Prepaid Expenses and Deferred Charges$5,187$4,539▼ $648
Total Assets$1,128,488$998,400▼ $130,088
Other Assets Total$255,072$112,579▼ $142,493
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,146,197$2,146,197→ $0
Other Liabilities$774,150$803,711▲ $29,561
Accounts Payable and Accrued Expenses$195,490$126,084▼ $69,406
Total Liabilities$3,115,837$3,075,992▼ $39,845
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,987,349$-2,077,592▼ $90,243
Total Net Assets Fund Balance$-1,987,349$-2,077,592▼ $90,243
Total Liabilities and Net Assets / Fund Balance$1,128,488$998,400▼ $130,088

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$724,530$1,277,240$2,001,770
Leasehold Improvements$57,864$151,113$208,977
Other Land Buildings$1,013$148,273$149,286
Equipment-$25,478$25,478
Land$399-$399
Other Assets Org$6,838--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alexander TomPresident and CEO
Aubra LevineBoard Member
Brad JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$224,697
Program Service Revenue
$92,423
Investment Income
$0
Other Revenue
$31
Change in Net Assets
$-90,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,151
Total Revenue per Audited Statements
$317,151
Total Revenue per Form 990
$317,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,515
Salaries, Compensation, and Employee Benefits$117,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$85,606-$85,606
Depreciation Depletion$64,906--$64,906
All Other Expenses$45,174$4,190-$49,364
Interest$29,802--$29,802
Other Employee Benefits$25,724--$25,724
Fees for Services Management-$17,496-$17,496
Other Expenses$19,415$16,692-$16,692
Fees for Services Accounting-$15,903-$15,903
Insurance$9,827--$9,827
Payroll Taxes$6,549--$6,549
Office Expenses-$3,241-$3,241
Total Functional Expenses$264,266$143,128$0$407,394

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$407,394
Total Expenses per Audited Statements$407,394
Total Expenses per Form 990$407,394
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Accrued Interest Payable$795,788
Tenant Deposit Held in Trust$5,288
Prepaid Revenue$2,635
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

Management duties delegation Part VI line 3

The day to day management including maintenance, tenant compliance, financial reporting and regulatory reporting is performed under contract with Fred Finch Youth Center.

Form 990 governing body review Part VI line 11

The Form 990 is reviewed initially by accounting manager before it is submitted to Board Personel for review.

Governing documents etc available to public Part VI line 19

The Organization discloses the governing documents, policies and Financial Statement upon request.

Filing and Contact Details

Filer

Filer Name
Coolidge Court Inc
EIN
94-3244351
In Care Of
% Sandra Dalida
Phone
5104822244
Address
3850 Coolidge Avenue, Oakland, CA 94602

Signing Officer

Name
Sandra Dalida
Title
CFO
Phone
5104822244
Signed
2025-06-17
Discuss with paid preparer
No

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Hwa Alliance of CPA Firms Inc
Address
6100 OAK TREE BLVD SUITE 200, Independence, OH 44131
Preparer
John R Wright
Phone
2165410090
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Program Activities:Garbage Removal - $22, 208Security Payroll/Contract- $22, 966Management and AdministrativeMiscellaneous Admin- $4,190

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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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IRS990ScheduleA/PublicSupportTotal170Amt01293431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0224697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0225784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0270309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0280097
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01293431
IRS990ScheduleA/TotalSupportAmt01293431
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0724530
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01277240
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02001770
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025478
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025478
IRS990ScheduleD/ExpensesSubtotalAmt0407394
IRS990ScheduleD/LandGrp/BookValueAmt0399
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0399
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt057864
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0151113
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0208977
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt093987
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14504
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt36838
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Reserve for Replacements
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Residual Receipts Reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Miscellaneous Other Assets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TenantPatient Deposits Held in Tru
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01013
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0148273
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0149286
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02635
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1795788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid Revenue
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred Accrued Interest Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Tenant Deposit Held in Trust
IRS990ScheduleD/RevenueSubtotalAmt0317151
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0783806
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0112579
IRS990ScheduleD/TotalExpensesPerForm990Amt0407394
IRS990ScheduleD/TotalLiabilityAmt0803711
IRS990ScheduleD/TotalRevenuePerForm990Amt0317151
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0317151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0407394
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The day to day management including maintenance, tenant compliance, financial reporting and regulatory reporting is performed under contract with Fred Finch Youth Center.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed initially by accounting manager before it is submitted to Board Personel for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization discloses the governing documents, policies and Financial Statement upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Activities:Garbage Removal - $22, 208Security Payroll/Contract- $22, 966Management and AdministrativeMiscellaneous Admin- $4,190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01128488
IRS990/TotalAssetsEOYAmt0998400
IRS990/TotalAssetsGrp/BOYAmt01128488
IRS990/TotalAssetsGrp/EOYAmt0998400
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0224697
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0143128
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0264266
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03115837
IRS990/TotalLiabilitiesEOYAmt03075992
IRS990/TotalLiabilitiesGrp/BOYAmt03115837
IRS990/TotalLiabilitiesGrp/EOYAmt03075992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1987349
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2077592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0264266
IRS990/TotalProgramServiceRevenueAmt092423
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt092454
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317151
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01128488
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0998400
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA DALIDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05104822244
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Coolidge Court Inc
ReturnHeader/Filer/BusinessNameControlTxt0COOL
ReturnHeader/Filer/EIN0943244351
ReturnHeader/Filer/InCareOfNm0% Sandra Dalida
ReturnHeader/Filer/PhoneNum05104822244
ReturnHeader/Filer/USAddress/AddressLine1Txt03850 Coolidge Avenue
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813010192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HWA ALLIANCE OF CPA FIRMS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WRIGHT
ReturnHeader/ReturnTs02025-06-16T21:52:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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