Civic Intelligence

Clara Baldwin Stocker Home for Women

990 • Fiscal year 2019 • EIN 95-1268400

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

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

79th percentile

0.44x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

25th percentile

-6.5%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$13,543

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

9.2%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,565,879

Up $132,080 (+9.2%) from 2018

Net Assets

Down

$877,620

Down $294,177 (-25%) from 2018

Liabilities

Up

$688,259

Up $426,257 (+163%) from 2018

Revenue

Up

$4,509,087

Up $934,344 (+26%) from 2018

Expenses

Up

$4,803,264

Up $928,075 (+24%) from 2018

Net Income

Up

-$294,177

Up $6,269 (+2.1%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,565,879
Liabilities$688,259
Net Assets$877,620

Operations Trend

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

2019

Revenue$4,509,087
Expenses$4,803,264
Net Income-$294,177
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$4,509,087
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$618,245$965,879▲ $347,634
Land, Buildings, and Equipment, Net$369,769$346,999▼ $22,770
Savings and Temporary Cash Investments$312,615$141,147▼ $171,468
Prepaid Expenses and Deferred Charges$67,071$63,404▼ $3,667
Cash and Non-Interest-Bearing Accounts$66,099$48,450▼ $17,649
Total Assets$1,433,799$1,565,879▲ $132,080
Liabilities
Accounts Payable and Accrued Expenses$262,002$688,259▲ $426,257
Total Liabilities$262,002$688,259▲ $426,257
Net Assets / Fund Balance
Unrestricted Net Assets$1,171,797$877,620▼ $294,177
Total Net Assets Fund Balance$1,171,797$877,620▼ $294,177
Total Liabilities and Net Assets / Fund Balance$1,433,799$1,565,879▲ $132,080

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$188,644$1,076,305$1,264,949
Equipment$19,892$118,441$138,333
Land$107,068-$107,068
Other Land Buildings$20,437$58,760$79,197
Leasehold Improvements$10,958$67,075$78,033
Compensation and Service Providers

Employees

NameTitleBaseTotal
Alfred GieseTrustee$13,543$13,543
Barbara GieseTrustee$12,350$12,350
Ann KoeckritzTrustee$2,600$2,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,367,743
Investment Income
$902
Other Revenue
$140,442
Change in Net Assets
$-294,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,509,087
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,509,087
Total Revenue per Form 990
$4,509,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,409,316
Salaries, Compensation, and Employee Benefits$2,393,948
Total Fundraising Expense$58,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,737,862$278,188-$2,016,050
All Other Expenses$255,981$168,917-$424,898
Other Employee Benefits$168,203$29,683-$197,886
Insurance$139,549$24,626-$164,175
Payroll Taxes$128,791$22,728-$151,519
Fees for Services Other$60,835$60,835-$121,670
Other Expenses$80,008$26,669-$106,677
Advertising--$58,573$58,573
Depreciation Depletion$31,640$5,584-$37,224
Current Officers, Directors, Trustees, and Key Employees-$28,493-$28,493
Office Expenses-$13,266-$13,266
Total Functional Expenses$3,469,982$1,274,709$58,573$4,803,264

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,803,264
Total Expenses per Audited Statements$4,803,264
Total Expenses per Form 990$4,803,264
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
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
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
91
Volunteers
5

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, 2019, management does not believe the organization has any uncertain tax positions requiring accrual or disclosure.

Raw XML Appendix383 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. OUR HIGH STANDARDS AND TEAM VALUES ALLOW US TO PROVIDE SUPERIOR SERVICES WITH EVER-PRESENT INTEGRITY, COMPASSION, AND DIGNITY.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019880511
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0188644
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01076305
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01264949
IRS990ScheduleD/EquipmentGrp/BookValueAmt019892
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0118441
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138333
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04803264
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0107068
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107068
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010958
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt067075
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt078033
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020437
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058760
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079197
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04509087
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, 2019, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0346999
IRS990ScheduleD/TotalExpensesPerForm990Amt04803264
IRS990ScheduleD/TotalRevenuePerForm990Amt04509087
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04509087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04803264
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01433799
IRS990/TotalAssetsEOYAmt01565879
IRS990/TotalAssetsGrp/BOYAmt01433799
IRS990/TotalAssetsGrp/EOYAmt01565879
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt091
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt058573
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01274709
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03469982
IRS990/TotalFunctionalExpensesGrp/TotalAmt04803264
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0262002
IRS990/TotalLiabilitiesEOYAmt0688259
IRS990/TotalLiabilitiesGrp/BOYAmt0262002
IRS990/TotalLiabilitiesGrp/EOYAmt0688259
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01171797
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0877620
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03469982
IRS990/TotalProgramServiceRevenueAmt04367743
IRS990/TotalReportableCompFromOrgAmt028493
IRS990/TotalRevenueGrp/ExclusionAmt0141344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04367743
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04509087
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01433799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01565879
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01171797
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0877620
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06269627151
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/AtSubmissionCreationDeviceId0FEBFF3B08520CFD56DE99F533663FF5573B9FC23
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B96FDAE800771BC8BA58478FBDD3123A95490C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.111.31.100
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:37:54
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/ReturnTs02020-07-15T21:37:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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