Civic Intelligence

Palos Verdes Building Fund

990EZ • Fiscal year 2017 • EIN 95-2016359

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 04, 2018

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

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.02x

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

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

9.8%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-1.9%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$120,386

Up $10,741 (+9.8%) from 2016

Net Assets

Up

$118,580

Up $10,741 (+10.0%) from 2016

Liabilities

Flat

$1,806

Flat from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin58th percentile

Revenue

Down

$96,991

Down $1,921 (-1.9%) from 2016

Expenses

Up

$86,250

Up $401 (+0.5%) from 2016

Net Income

Down

$10,741

Down $2,322 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$120,386
Liabilities$1,806
Net Assets$118,580
Open 2017 Filing

Operations Trend

Revenue Growth42nd 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

2017

Revenue$96,991
Expenses$86,250
Net Income$10,741
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$96,991
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 Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GracePresident-$0--
James FraneyTreasurer-$0--
Raul DimapindanSecretary-$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
James Franey
Title
Treasurer
Phone
5625973913
Signed
2018-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Carlberg Co
Address
550 E Chapman Ave Suite C, Orange, CA 92866
Preparer
Keith A Carlberg
Phone
7147748129
Supplemental Narrative

Additional Explanations

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

“Misc Facility Income 1,566”

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

“Masonic Rental Income 35,529”

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

“Other Facility Rental Income 56,375”

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

“Locker Rental 2,625”

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

“Internet Phone Billing 871”

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

“Depreciation 1,216”

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

“Property Taxes 10,439”

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

“Utilities 29,160”

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

“Insurance 4,827”

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

“Payroll Taxes 5,001”

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

“Other Taxes 461”

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

“Supplies 1,551”

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

“Undeposited Funds Beginning of year 960, End of year 960”

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

“Receivable Beginning of year 844, End of year 2,307”

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

“Rental Deposits Beginning of year 1,806, End of year 1,806”

Raw XML Appendix144 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/PersonNm0David Grace
CompensationExplanation/CompensationExplanationGrp/PersonNm1James Franey
CompensationExplanation/CompensationExplanationGrp/PersonNm2Raul Dimapindan
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Volunteer - No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Volunteer - No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Volunteer - No Compensation
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0James Franey
IRS990EZ/BooksInCareOfDetail/PhoneNum03102577588
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05155 PCH Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Long Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0908043311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010741
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01275
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109645
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120386
IRS990EZ/GrossReceiptsAmt096991
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LandAndBuildingsGrp/BOYAmt073913
IRS990EZ/LandAndBuildingsGrp/EOYAmt069833
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118580
IRS990EZ/OccupancyRentUtltsAndMaintAmt020227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Grace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Franey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Raul Dimapindan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02304
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03767
IRS990EZ/OtherExpensesTotalAmt052655
IRS990EZ/OtherRevenueTotalAmt096966
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/SalariesOtherCompEmplBnftAmt012093
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01806
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01806
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086250
IRS990EZ/TotalRevenueAmt096991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc Facility Income 1,566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Masonic Rental Income 35,529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Facility Rental Income 56,375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Locker Rental 2,625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Internet Phone Billing 871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 1,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Property Taxes 10,439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Utilities 29,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 4,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll Taxes 5,001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Taxes 461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies 1,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Assets Beginning of year 500, End of year 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Undeposited Funds Beginning of year 960, End of year 960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Receivable Beginning of year 844, End of year 2,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Rental Deposits Beginning of year 1,806, End of year 1,806
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 8, Other Revenue
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 II, Line 24, Other 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Franey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05625973913
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E453A56CCF18868368B575D64FF51D405BE89E00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E453A56CCF18868368B575D64FF51D405BE89E00
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.92.7.105
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:54:24
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/ZIPCd092866
ReturnHeader/PreparerPersonGrp/PhoneNum07147748129
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith A Carlberg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-04T02:56:02-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,386
Liabilities
$1,806
Net assets
$118,580
Revenue
$96,991
Expenses
$86,250
Net income
$10,741
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