Civic Intelligence

Clara Baldwin Stocker Home for Women

990 • Fiscal year 2018 • EIN 95-1268400

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileN/A
527 S Valinda AvenueWest Covina, CA 91790

(626) 962-7151

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.18x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

22nd percentile

-8.4%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$7,800

Higher top officer pay than 37% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-7.0%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,433,799

Down $319,845 (-18%) from 2017

Net Assets

Down

$1,171,797

Down $300,446 (-20%) from 2017

Liabilities

Down

$262,002

Down $19,399 (-6.9%) from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin22nd percentile

Revenue

Down

$3,574,743

Down $268,963 (-7.0%) from 2017

Expenses

Up

$3,875,189

Up $124,739 (+3.3%) from 2017

Net Income

Down

-$300,446

Down $393,702 (-422%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$1,433,799
Liabilities$262,002
Net Assets$1,171,797
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$3,574,743
Expenses$3,875,189
Net Income-$300,446
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$3,574,743
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 nursing home with rehabilitation services including physical, occupational, and speech therapy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$585,712$618,245▲ $32,533
Land, Buildings, and Equipment, Net$402,185$369,769▼ $32,416
Savings and Temporary Cash Investments$541,761$312,615▼ $229,146
Prepaid Expenses and Deferred Charges$63,230$67,071▲ $3,841
Cash and Non-Interest-Bearing Accounts$160,756$66,099▼ $94,657
Total Assets$1,753,644$1,433,799▼ $319,845
Liabilities
Accounts Payable and Accrued Expenses$281,401$262,002▼ $19,399
Total Liabilities$281,401$262,002▼ $19,399
Net Assets / Fund Balance
Unrestricted Net Assets$1,472,243$1,171,797▼ $300,446
Total Net Assets Fund Balance$1,472,243$1,171,797▼ $300,446
Total Liabilities and Net Assets / Fund Balance$1,753,644$1,433,799▼ $319,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$206,234$1,072,667$1,278,901
Equipment$23,237$117,526$140,763
Other Land Buildings$25,193$87,308$112,501
Land$107,068-$107,068
Leasehold Improvements$8,037$83,526$91,563
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Alfred GieseTrustee$7,800$7,800
Ann KoeckritzTrustee$7,800$7,800
Barbara GieseTrustee$7,800$7,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,445,479
Investment Income
$2,304
Other Revenue
$126,960
Change in Net Assets
$-300,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,574,743
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,574,743
Total Revenue per Form 990
$3,574,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,106,935
Other Expenses$1,768,254
Total Fundraising Expense$17,473
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,511,002$243,247-$1,754,249
All Other Expenses$212,000$132,113$2,116$346,229
Other Employee Benefits$173,069$30,542-$203,611
Insurance$127,550$22,509-$150,059
Payroll Taxes$106,824$18,851-$125,675
Other Expenses$75,093$25,031-$100,124
Fees for Services Other$37,343$37,342-$74,685
Depreciation Depletion$37,397$6,599-$43,996
Current Officers, Directors, Trustees, and Key Employees-$23,400-$23,400
Advertising--$15,357$15,357
Office Expenses-$11,730-$11,730
Interest$981$173-$1,154
Total Functional Expenses$3,130,827$726,889$17,473$3,875,189

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,875,189
Total Expenses per Audited Statements$3,875,189
Total Expenses per Form 990$3,875,189
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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

“Two trustees, alfred giese and barbara giese are husband and wife.”

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

“Attorney for the trust reviews and approves the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“Documents are available at the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Clara Baldwin Stocker Home
EIN
95-1268400
Phone
6269627151
Address
527 S VALINDA AVENUE, WEST COVINA, CA 91790

Signing Officer

Name
Don Mcdonald
Title
Administrator
Phone
6269627151
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
87
Volunteers
10

Preparer

Firm
Kmj Corbin & Company Llp
Address
535 ANTON BLVD SUITE 1050, COSTA MESA, CA 92626
Preparer
Jim Nagengast
Phone
7143806565
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The organization evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the tax positions will, more likely than not, be sustained upon examination. As of june 30, 2018, management does not believe the organization has any uncertain tax positions requiring accrual or disclosure.”

Raw XML Appendix385 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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IRS990ScheduleA/Total509Grp/TotalAmt018380169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03574743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03843706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04198250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03754725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03645531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019016955
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0206234
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01072667
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01278901
IRS990ScheduleD/EquipmentGrp/BookValueAmt023237
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117526
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0140763
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03875189
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0107068
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107068
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08037
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt083526
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091563
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025193
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt087308
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112501
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03574743
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE TAX POSITIONS WILL, MORE LIKELY THAN NOT, BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2018, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0369769
IRS990ScheduleD/TotalExpensesPerForm990Amt03875189
IRS990ScheduleD/TotalRevenuePerForm990Amt03574743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03574743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03875189
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO TRUSTEES, ALFRED GIESE AND BARBARA GIESE ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ATTORNEY FOR THE TRUST REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01753644
IRS990/TotalAssetsEOYAmt01433799
IRS990/TotalAssetsGrp/BOYAmt01753644
IRS990/TotalAssetsGrp/EOYAmt01433799
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt087
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017473
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0726889
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03130827
IRS990/TotalFunctionalExpensesGrp/TotalAmt03875189
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0281401
IRS990/TotalLiabilitiesEOYAmt0262002
IRS990/TotalLiabilitiesGrp/BOYAmt0281401
IRS990/TotalLiabilitiesGrp/EOYAmt0262002
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01472243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01171797
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03130827
IRS990/TotalProgramServiceRevenueAmt03445479
IRS990/TotalReportableCompFromOrgAmt023400
IRS990/TotalRevenueGrp/ExclusionAmt0129264
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03445479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03574743
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01753644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01433799
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01472243
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01171797
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0527 S VALINDA AVENUE
IRS990/USAddress/CityNm0WEST COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091790
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06269627151
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA BALDWIN STOCKER HOME
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0951268400
ReturnHeader/Filer/PhoneNum06269627151
ReturnHeader/Filer/USAddress/AddressLine1Txt0527 S VALINDA AVENUE
ReturnHeader/Filer/USAddress/CityNm0WEST COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091790
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04040266A09257C7889BB29365C13B14C5CD0AB83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C0E478ECA999406849E54D1BDA45AFB8C82560F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.152.42.150
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:39:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810569753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMJ CORBIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 ANTON BLVD SUITE 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07143806565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM NAGENGAST
ReturnHeader/ReturnTs02019-05-14T18:39:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,433,799
Liabilities
$262,002
Net assets
$1,171,797
Revenue
$3,574,743
Expenses
$3,875,189
Net income
-$300,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.43$2.06$1.37$5.69$6.40$0.70
2021Detailed filing. Detailed filing data is available for this year.$2.89$1.79$1.11$4.75$3.81$0.94
2020Detailed filing. Detailed filing data is available for this year.$1.41$1.08$0.33$4.11$4.66$0.55
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.69$0.88$4.51$4.80$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.26$1.17$3.57$3.88$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.28$1.47$3.84$3.75$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.24$1.38$4.20$3.90$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.36$1.08$3.75$3.48$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.50$0.81$3.65$3.35$0.30
2013Summary only. Only limited summary data is available for this year.$0.90$0.15$0.75$3.12$3.27$0.15
2012Summary only. Only limited summary data is available for this year.$0.95$0.05$0.90$2.81$3.14$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.07$1.23$3.41