Civic Intelligence

Clara Baldwin Stocker Home for Women

EIN 95-1268400 • 501(c)3 • West Covina, CA

Profile

The mission of Clara Baldwin Stocker Home is to provide the finest skilled nursing care to the residents of our community. Clara Baldwin Stocker Home is a non-profit facility that puts people before profits.

527 S Valinda AveWest Covina, CA 91790

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.60x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.36x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

17th percentile

-12%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$11,400

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2023

Revenue Growth

55th percentile

9.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2023

Assets

Up

$3,428,282

Up $535,375 (+19%) from 2021

Liabilities

Up

$2,058,406

Up $271,456 (+15%) from 2021

Net Assets

Up

$1,369,876

Up $263,919 (+24%) from 2021

Revenue

Up

$5,694,527

Up $948,799 (+20%) from 2021

Expenses

Up

$6,397,995

Up $2,592,418 (+68%) from 2021

Net Income

Down

-$703,468

Down $1,643,619 (-175%) from 2021

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,298,018Liabilities 2011: $68,825Net Assets 2011: $1,229,1932011Assets 2012: $953,295Liabilities 2012: $52,350Net Assets 2012: $900,9452012Assets 2013: $903,725Liabilities 2013: $149,797Net Assets 2013: $753,9282013Assets 2014: $1,311,023Liabilities 2014: $501,641Net Assets 2014: $809,3822014Assets 2015: $1,443,389Liabilities 2015: $362,343Net Assets 2015: $1,081,0462015Assets 2016: $1,621,475Liabilities 2016: $242,488Net Assets 2016: $1,378,9872016Assets 2017: $1,753,644Liabilities 2017: $281,401Net Assets 2017: $1,472,2432017Assets 2018: $1,433,799Liabilities 2018: $262,002Net Assets 2018: $1,171,7972018Assets 2019: $1,565,879Liabilities 2019: $688,259Net Assets 2019: $877,6202019Assets 2020: $1,409,813Liabilities 2020: $1,084,007Net Assets 2020: $325,8062020Assets 2021: $2,892,907Liabilities 2021: $1,786,950Net Assets 2021: $1,105,9572021Assets 2023: $3,428,282Liabilities 2023: $2,058,406Net Assets 2023: $1,369,8762023

Highlighted filing

2023

Assets$3,428,282
Liabilities$2,058,406
Net Assets$1,369,876

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,408,3892011Revenue 2012: $2,813,130Expenses 2012: $3,141,378Net Income 2012: -$328,2482012Revenue 2013: $3,118,068Expenses 2013: $3,265,086Net Income 2013: -$147,0182013Revenue 2014: $3,645,531Expenses 2014: $3,345,021Net Income 2014: $300,5102014Revenue 2015: $3,754,725Expenses 2015: $3,483,061Net Income 2015: $271,6642015Revenue 2016: $4,198,250Expenses 2016: $3,900,309Net Income 2016: $297,9412016Revenue 2017: $3,843,706Expenses 2017: $3,750,450Net Income 2017: $93,2562017Revenue 2018: $3,574,743Expenses 2018: $3,875,189Net Income 2018: -$300,4462018Revenue 2019: $4,509,087Expenses 2019: $4,803,264Net Income 2019: -$294,1772019Revenue 2020: $4,110,110Expenses 2020: $4,661,924Net Income 2020: -$551,8142020Revenue 2021: $4,745,728Expenses 2021: $3,805,577Net Income 2021: $940,1512021Revenue 2023: $5,694,527Expenses 2023: $6,397,995Net Income 2023: -$703,4682023

Highlighted filing

2023

Revenue$5,694,527
Expenses$6,397,995
Net Income-$703,468

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 2, 2024
Return Version
2022v5.0
Gross Receipts
$5,694,527
Mission and Program Overview

Mission

During the fiscal year the organization operated a 48-bed, full service nursing home with rehabilitation services including physical, occupational, and speech therapy.

During the fiscal year, the organization operated a 48-bed full service skilled nursing home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,483,776$1,499,008▼ $984,768
Accounts Receivable$666,938$1,088,510▲ $421,572
Savings and Temporary Cash Investments$77,599$335,490▲ $257,891
Land, Buildings, and Equipment, Net$276,795$258,397▼ $18,398
Prepaid Expenses and Deferred Charges$180,173$237,191▲ $57,018
Cash and Non-Interest-Bearing Accounts$139,373$7,936▼ $131,437
Other Notes and Loans Receivable, Net$1,750$1,750→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,826,404$3,428,282▼ $398,122
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,672,323$2,006,740▲ $334,417
Other Liabilities$81,060$51,666▼ $29,394
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,753,383$2,058,406▲ $305,023
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,073,021$1,369,876▼ $703,145
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,073,021$1,369,876▼ $703,145
Total Liabilities and Net Assets / Fund Balance$3,826,404$3,428,282▼ $398,122

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$122,842$1,159,097$1,281,939
Equipment$17,334$158,125$175,459
Land$103,662-$103,662
Other Land Buildings$7,918$69,633$77,551
Leasehold Improvements$6,641$63,830$70,471
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alfred GieseTrustee-$11,400$11,400
Barbara GieseTrustee-$11,400$11,400
David DistlerTrustee-$7,600$7,600
Mira ZeffrenTrusteePT$3,800$3,800

Highest Paid Contractors

ContractorServicesLocationCompensation
Adonaicare Rehab ServicesPhysical therapy26040 Acero, Mission Viejo, CA 92691$257,048
Medely IncContract labor supplierDept LA 25128, Pasadena, CA 91185$100,575
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,298,587
Investment Income
$83,106
Other Revenue
$312,834
All Other Contributions
$0
Change in Net Assets
$-703,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,709,030
Other Expenses$2,688,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,823,025$334,723$0$3,157,748
All Other Expenses$1,363,159$7,693$0$1,370,852
Insurance$399,158$6,063$0$405,221
Payroll Taxes$246,535$20,185$0$266,720
Other Employee Benefits$223,756$26,606$0$250,362
Other Expenses$150,858$0$0$150,858
Fees for Services Other$58,012$34,725$0$92,737
Office Expenses$82,321$0$0$82,321
Information Technology$72,268$0$0$72,268
Fees for Services Accounting$0$50,454$0$50,454
Depreciation Depletion$34,237$0$0$34,237
Current Officers, Directors, Trustees, and Key Employees$0$34,200$0$34,200
Fees for Services Legal$0$10,481$0$10,481
Interest$5,087$0$0$5,087
Advertising$1,268$0$0$1,268
Total Functional Expenses$5,782,865$615,130$0$6,397,995
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPE loan$51,666
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Alfred Giese and Barbara Giese, Trustees, are husband and wife.

Form 990, Part VI, Section A, Line 9

Alfred and Barbara Giese, 82692 Burnett Dr, Indio, CA 92201 Mira Zeffren, 211 So. Alta Vista Blvd. Los Angeles, CA 90036

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

There was no review by anyone other than the preparer.

Form 990, Part VI, Section C, Line 19

they were not made public.

Filing and Contact Details

Filer

Filer Name
Clara Baldwin Stocker Home for Women
EIN
95-1268400
Phone
6269627151
Address
527 S Valinda Ave, West Covina, CA 91790

Signing Officer

Name
David Distler
Title
Consultant
Phone
7142696707
Signed
2024-08-02

Organization Details

Principal Officer
Alfred Giese
Formed
1963
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
125
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Other expenses Part IX line 24e including Taxes, Nutrition, Repairs and Maintenance, Outsource Services, Medical Services Expenses, and Miscellaneous Expenses.

Raw XML AppendixShowing 400 of 644 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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IRS990/MissionDesc0The mission of Clara Baldwin Stocker Home is to provide the finest skilled nursing care to the residents of our community. Clara Baldwin Stocker Home is a non-profit facility that puts people before profits.
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