Civic Intelligence

Lorenz Senior Housing Inc

EIN 94-3332887 • 501(c)3 • Walnut Creek, CA

Profile

The specific charitable and public purposes for which the corporation is organized are exclusively to carry out the following: (1) providing affordable housing for low income persons, where no adequate housing exists for such groups; (2) owning and operating affordable housing for the benefit of low income persons who are in need of affordable, decent, safe and sanitary housing and related services, where an inadequate supply of housing exists for such groups; and (3) serving as a member and manager in limited liability companies which will serve as a general partner in limited partnerships which own and operate housing for the benefit of low income persons.

Refreshing map…

1855 Olympic Blvd 300Walnut Creek, CA 94596-5019
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$1

Up $1 from 2022

Liabilities

Up

$185

Up $17 (+10%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Flat

$0

Flat from 2022

Expenses

Flat

$17

Flat from 2022

Net Income

Flat

-$17

Flat from 2022

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $1,806,808Liabilities 2011: $105,631Net Assets 2011: $1,701,1772011Assets 2012: $1,719,717Liabilities 2012: $98,139Net Assets 2012: $1,621,5782012Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2017: $1Liabilities 2017: $282017Assets 2018: $0Liabilities 2018: $742018Assets 2019: $1Liabilities 2019: $982019Assets 2020: $0Liabilities 2020: $1292020Assets 2021: $0Liabilities 2021: $151Net Assets 2021: -$1512021Assets 2022: $0Liabilities 2022: $168Net Assets 2022: -$1682022Assets 2023: $1Liabilities 2023: $1852023

Highlighted filing

2023

Assets$1
Liabilities$185
Net Assets-

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $702,4272011Expenses 2012: $785,2092012Revenue 2013: $453,397Expenses 2013: $2,074,975Net Income 2013: -$1,621,5782013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $28Net Income 2017: -$282017Revenue 2018: $0Expenses 2018: $46Net Income 2018: -$462018Revenue 2019: $0Expenses 2019: $24Net Income 2019: -$242019Revenue 2020: $0Expenses 2020: $24Net Income 2020: -$242020Revenue 2021: $0Expenses 2021: $22Net Income 2021: -$222021Revenue 2022: $0Expenses 2022: $17Net Income 2022: -$172022Revenue 2023: $0Expenses 2023: $17Net Income 2023: -$172023

Highlighted filing

2023

Revenue$0
Expenses$17
Net Income-$17

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 4, 2023
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

The specific charitable and public purposes for which the corporation is organized are exclusively to carry out the following: (1) providing affordable housing for low income persons, where no adequate housing exists for such groups; (2) owning and operating affordable housing for the benefit of low income persons who are in need of affordable, decent, safe and sanitary housing and related services, where an inadequate supply of housing exists for such groups; and (3) serving as a member and manager in limited liability companies which will serve as a general partner in limited partnerships which own and operate housing for the benefit of low income persons.

Program Services

DescriptionGrantsExpenses
LORENZ SENIOR HOUSING, INC. IS THE 0.005% ADMINISTRATIVE GENERAL PARTNER IN HATLER MAY VILLAGE LLLP, A COLORADO LIMITED LIABILITY LIMITED PARTNERSHIP, WHICH OWNS AND OPERATES A 77-UNIT AFFORDABLE HOUSING APARTMENT PROJECT IN COLORADO SPRINGS, COLORADO.$0$17
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P WILSONPresident-$0--
SYD NAJEEBCEO-$0--
PAUL GILMANVice-President-$0--
ELLIS MARTINSecretary-$0--
MIKE EVANDirector-$0--
KAREN HAZELTINE FOSSDirector-$0--
HEATHER HENNESSEYDirector-$0--
REV JANET WARNER CHAPMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lorenz Senior Housing Inc
EIN
94-3332887
Phone
5106326712
Address
1855 OLYMPIC BLVD 300, WALNUT CREEK, CA 94596-5019

Signing Officer

Name
Don Stump
Title
President & CEO
Phone
5106326712
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
301 HOWARD STREET SUITE 850, SAN FRANCISCO, CA 94105
Preparer
Sherman Leong
Phone
4159579999
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment loss from partnership. Amount: 17.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: investment in hmv lllp - deficit capital. Beg. Of year amount: 151. End of year amount: 168.

Raw XML Appendix175 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN P WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SYD NAJEEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL GILMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLIS MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE EVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN HAZELTINE FOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER HENNESSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REV JANET WARNER CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC CHARITABLE AND PUBLIC PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE EXCLUSIVELY TO CARRY OUT THE FOLLOWING: (1) PROVIDING AFFORDABLE HOUSING FOR LOW INCOME PERSONS, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS; (2) OWNING AND OPERATING AFFORDABLE HOUSING FOR THE BENEFIT OF LOW INCOME PERSONS WHO ARE IN NEED OF AFFORDABLE, DECENT, SAFE AND SANITARY HOUSING AND RELATED SERVICES, WHERE AN INADEQUATE SUPPLY OF HOUSING EXISTS FOR SUCH GROUPS; AND (3) SERVING AS A MEMBER AND MANAGER IN LIMITED LIABILITY COMPANIES WHICH WILL SERVE AS A GENERAL PARTNER IN LIMITED PARTNERSHIPS WHICH OWN AND OPERATE HOUSING FOR THE BENEFIT OF LOW INCOME PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LORENZ SENIOR HOUSING, INC. IS THE 0.005% ADMINISTRATIVE GENERAL PARTNER IN HATLER MAY VILLAGE LLLP, A COLORADO LIMITED LIABILITY LIMITED PARTNERSHIP, WHICH OWNS AND OPERATES A 77-UNIT AFFORDABLE HOUSING APARTMENT PROJECT IN COLORADO SPRINGS, COLORADO.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT LOSS FROM PARTNERSHIP. AMOUNT: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT IN HMV LLLP - DEFICIT CAPITAL. BEG. OF YEAR AMOUNT: 151. END OF YEAR AMOUNT: 168.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05106326712
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORENZ SENIOR HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0943332887
ReturnHeader/Filer/PhoneNum05106326712
ReturnHeader/Filer/USAddress/AddressLine1Txt01855 OLYMPIC BLVD 300
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945965019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941250261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST VON HUSEN & JOYCE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 HOWARD STREET SUITE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04159579999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERMAN LEONG
ReturnHeader/ReturnTs02023-05-04T22:42:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUMP
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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