Civic Intelligence

Palos Verdes Building Fund

990EZ • Fiscal year 2014 • EIN 95-2016359

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 22, 2015

Organization ProfileN/A
5155 E Pacific Coast HwyLong Beach, CA 90804

(562) 597-3913

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Net Margin

32nd percentile

-8.7%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-6.0%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

1.7%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$108,533

Down $6,917 (-6.0%) from 2013

Net Assets

Down

$105,527

Down $6,923 (-6.2%) from 2013

Liabilities

Up

$3,006

Up $6 (+0.2%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin32nd percentile

Revenue

Up

$101,616

Up $1,683 (+1.7%) from 2013

Expenses

Up

$110,452

Up $3,950 (+3.7%) from 2013

Net Income

Down

-$8,836

Down $2,267 (-35%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2010: $97,663Liabilities 2010: $10Net Assets 2010: $97,6532010Assets 2011: $114,536Liabilities 2011: $0Net Assets 2011: $114,5362011Assets 2012: $121,112Liabilities 2012: $2,093Net Assets 2012: $119,0192012Assets 2013: $115,450Liabilities 2013: $3,000Net Assets 2013: $112,4502013Assets 2014: $108,533Liabilities 2014: $3,006Net Assets 2014: $105,5272014Assets 2015: $97,387Liabilities 2015: $2,611Net Assets 2015: $94,7762015Assets 2016: $109,645Liabilities 2016: $1,806Net Assets 2016: $107,8392016Assets 2017: $120,386Liabilities 2017: $1,806Net Assets 2017: $118,5802017Assets 2018: $94,131Net Assets 2018: $94,1312018Assets 2019: $177,613Liabilities 2019: $17,575Net Assets 2019: $160,0382019Assets 2020: $230,685Liabilities 2020: $17,042Net Assets 2020: $213,6432020Assets 2021: $218,464Liabilities 2021: $7,000Net Assets 2021: $211,4642021Assets 2022: $98,568Liabilities 2022: $13,986Net Assets 2022: $84,5822022Assets 2023: $99,866Liabilities 2023: $10,397Net Assets 2023: $89,4692023Assets 2024: $129,225Liabilities 2024: $0Net Assets 2024: $129,2252024

Highlighted filing

2014

Assets$108,533
Liabilities$3,006
Net Assets$105,527
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2010: $96,5002010Expenses 2011: $85,4312011Revenue 2012: $98,312Expenses 2012: $93,829Net Income 2012: $4,4832012Revenue 2013: $99,933Expenses 2013: $106,502Net Income 2013: -$6,5692013Revenue 2014: $101,616Expenses 2014: $110,452Net Income 2014: -$8,8362014Revenue 2015: $99,557Expenses 2015: $101,120Net Income 2015: -$1,5632015Revenue 2016: $98,912Expenses 2016: $85,849Net Income 2016: $13,0632016Revenue 2017: $96,991Expenses 2017: $86,250Net Income 2017: $10,7412017Revenue 2018: $108,980Expenses 2018: $133,429Net Income 2018: -$24,4492018Revenue 2019: $175,197Expenses 2019: $93,712Net Income 2019: $81,4852019Revenue 2020: $127,807Expenses 2020: $74,202Net Income 2020: $53,6052020Revenue 2021: $112,326Expenses 2021: $114,505Net Income 2021: -$2,1792021Revenue 2022: $100,022Expenses 2022: $226,904Net Income 2022: -$126,8822022Revenue 2023: $145,364Expenses 2023: $140,477Net Income 2023: $4,8872023Revenue 2024: $173,646Expenses 2024: $149,299Net Income 2024: $24,3472024

Highlighted filing

2014

Revenue$101,616
Expenses$110,452
Net Income-$8,836
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 22, 2015
Return Version
2014v5.0
Gross Receipts
$101,616
Mission and Program Overview

Mission

Support of the Long Beach Masonic Organization

Program Services

DescriptionGrantsExpenses
Support of the Long Beach Mason and their Charitable Activities--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Duane NeadPresident-$0--
Joe Gludt1st VP-$0--
Tom TaylorTreasurer-$0--
Al TurekSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Palos Verdes Building Fund
EIN
95-2016359
Phone
5625973913
Address
5155 E Pacific Coast Hwy, Long Beach, CA 90804

Signing Officer

Name
Thomas Taylor
Title
Treasurer
Signed
2015-02-22
Discuss with paid preparer
No

Preparer

Firm
Carlberg Co
Address
550 E Chapman Ave Suite C, Orange, CA 92866-1641
Preparer
Daniel J Carlberg
Phone
7147748129
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Misc Facility Income 8,310”

Form 990-EZ, Part I, Line 8, Other Revenue

“Masonic Rental Income 36,232”

Form 990-EZ, Part I, Line 8, Other Revenue

“Other Facility Rental Income 54,159”

Form 990-EZ, Part I, Line 8, Other Revenue

“Locker Rental 2,900”

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

“Depreciation 943”

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

“Office Expenses 155”

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

“Property Taxes 9,559”

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

“California SOS Filing Fee 30”

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

“Bank Fees Professional Fees 10,815”

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

“Insurance 5,723”

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

“Payroll Taxes 2,316”

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

“Accounting 575”

Form 990-EZ, Part I, Line 20, Net Assets

“Payroll Adjusted to Actual 1,913”

Form 990-EZ, Part II, Line 24, Other Assets

“Other Assets Beginning of year 500, End of year 500”

Form 990-EZ, Part II, Line 24, Other Assets

“Beginning of year 147, End of year 0”

Form 990-EZ, Part II, Line 26, Liabilities

“Rental Deposits Beginning of year 3,000, End of year 3,006”

Raw XML Appendix143 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Duane Nead
CompensationExplanation/CompensationExplanationGrp/PersonNm1Joe Gludt
CompensationExplanation/CompensationExplanationGrp/PersonNm2Tom Taylor
CompensationExplanation/CompensationExplanationGrp/PersonNm3Al Turek
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Volunteer - No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Volunteer - No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Volunteer - No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Volunteer - No Compensation
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Thomas Taylor
IRS990EZ/BooksInCareOfDetail/PhoneNum03102577588
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05155 PCH Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Long Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0908043311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025569
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8836
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0115450
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108533
IRS990EZ/GrossReceiptsAmt0101616
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt089234
IRS990EZ/LandAndBuildingsGrp/EOYAmt088234
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112450
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112450
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105527
IRS990EZ/OccupancyRentUtltsAndMaintAmt055512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Duane Nead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joe Gludt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Al Turek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0647
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherChangesInNetAssetsAmt01913
IRS990EZ/OtherExpensesTotalAmt030116
IRS990EZ/OtherRevenueTotalAmt0101601
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of the Long Beach Masonic Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of the Long Beach Mason and their Charitable Activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024824
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03006
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110452
IRS990EZ/TotalRevenueAmt0101616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc Facility Income 8,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Masonic Rental Income 36,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Facility Rental Income 54,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Locker Rental 2,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Property Taxes 9,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7California SOS Filing Fee 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees Professional Fees 10,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Insurance 5,723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payroll Taxes 2,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounting 575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payroll Adjusted to Actual 1,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other Assets Beginning of year 500, End of year 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Beginning of year 147, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Rental Deposits Beginning of year 3,000, End of year 3,006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Palos Verdes Building Fund
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0952016359
ReturnHeader/Filer/PhoneNum05625973913
ReturnHeader/Filer/USAddress/AddressLine1Txt05155 E Pacific Coast Hwy
ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlberg Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 E Chapman Ave Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928661641
ReturnHeader/PreparerPersonGrp/PhoneNum07147748129
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Carlberg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-22T11:55:49-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,533
Liabilities
$3,006
Net assets
$105,527
Revenue
$101,616
Expenses
$110,452
Net income
-$8,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.74$1.49$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.10$0.89$1.45$1.40$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.14$0.85$1.00$2.27$1.27
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.07$2.11$1.12$1.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.17$2.14$1.28$0.74$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.18$1.60$1.75$0.94$0.81
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.09$1.33$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.19$0.97$0.86$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.02$1.08$0.99$0.86$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.95$1.00$1.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$1.02$1.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$1.00$1.07$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.02$1.19$0.98$0.94$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.97
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)2 • <$500k nonprofits