Civic Intelligence

Union Plaza Apartments

EIN 95-2756431 • 501(c)3 • Santa Maria, CA

Profile

Union plaza is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the state of california. The corporation, among other things, owns and operates a 122 unit property known as union plaza apartments (the "property") located in santa maria, california, which provides housing for low income elderly persons. The property also consists of approximately 3,000 square feet of commercial space (excluding roof top space) that it leases to various tenants.

120 North BroadwaySanta Maria, CA 93454-4469

n/A

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

2.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$9,751,314

Up $252,148 (+2.7%) from 2023

Liabilities

Down

$372,722

Down $348,610 (-48%) from 2023

Net Assets

Up

$9,378,592

Up $600,758 (+6.8%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin74th percentile

Revenue

Up

$2,844,743

Up $36,969 (+1.3%) from 2023

Expenses

Up

$2,257,185

Up $267,830 (+13%) from 2023

Net Income

Down

$587,558

Down $230,861 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$10M$5.0M$0Assets 2011: $2,436,566Liabilities 2011: $1,231,844Net Assets 2011: $1,204,7222011Assets 2012: $2,326,527Liabilities 2012: $961,056Net Assets 2012: $1,365,4712012Assets 2013: $2,412,243Liabilities 2013: $773,020Net Assets 2013: $1,639,2232013Assets 2014: $2,439,614Liabilities 2014: $542,659Net Assets 2014: $1,896,9552014Assets 2015: $2,400,487Liabilities 2015: $289,627Net Assets 2015: $2,110,8602015Assets 2016: $2,995,978Liabilities 2016: $124,802Net Assets 2016: $2,871,1762016Assets 2017: $4,250,580Liabilities 2017: $134,908Net Assets 2017: $4,115,6722017Assets 2018: $5,459,324Liabilities 2018: $310,330Net Assets 2018: $5,148,9942018Assets 2019: $7,363,160Liabilities 2019: $1,466,296Net Assets 2019: $5,896,8642019Assets 2020: $8,437,540Liabilities 2020: $1,669,353Net Assets 2020: $6,768,1872020Assets 2021: $8,778,452Liabilities 2021: $1,458,806Net Assets 2021: $7,319,6462021Assets 2022: $9,006,283Liabilities 2022: $1,058,868Net Assets 2022: $7,947,4152022Assets 2023: $9,499,166Liabilities 2023: $721,332Net Assets 2023: $8,777,8342023Assets 2024: $9,751,314Liabilities 2024: $372,722Net Assets 2024: $9,378,5922024

Highlighted filing

2024

Assets$9,751,314
Liabilities$372,722
Net Assets$9,378,592
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,052,934Expenses 2011: $947,211Net Income 2011: $105,7232011Revenue 2012: $1,124,828Expenses 2012: $1,036,138Net Income 2012: $88,6902012Revenue 2013: $1,132,348Expenses 2013: $940,877Net Income 2013: $191,4712013Revenue 2014: $1,170,490Expenses 2014: $939,531Net Income 2014: $230,9592014Revenue 2015: $1,215,184Expenses 2015: $1,001,279Net Income 2015: $213,9052015Revenue 2016: $1,928,038Expenses 2016: $1,272,804Net Income 2016: $655,2342016Revenue 2017: $2,422,381Expenses 2017: $1,178,339Net Income 2017: $1,244,0422017Revenue 2018: $2,376,410Expenses 2018: $1,343,087Net Income 2018: $1,033,3232018Revenue 2019: $2,465,117Expenses 2019: $1,703,834Net Income 2019: $761,2832019Revenue 2020: $2,616,097Expenses 2020: $1,770,897Net Income 2020: $845,2002020Revenue 2021: $2,587,974Expenses 2021: $2,044,842Net Income 2021: $543,1322021Revenue 2022: $2,600,595Expenses 2022: $1,984,826Net Income 2022: $615,7692022Revenue 2023: $2,807,774Expenses 2023: $1,989,355Net Income 2023: $818,4192023Revenue 2024: $2,844,743Expenses 2024: $2,257,185Net Income 2024: $587,5582024

Highlighted filing

2024

Revenue$2,844,743
Expenses$2,257,185
Net Income$587,558
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,751,314
Liabilities
$372,722
Net assets
$9,378,592
Revenue
$2,844,743
Expenses
$2,257,185
Net income
$587,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.75$0.37$9.38$2.84$2.26$0.59
2023Detailed filing. Detailed filing data is available for this year.$9.50$0.72$8.78$2.81$1.99$0.82
2022Detailed filing. Detailed filing data is available for this year.$9.01$1.06$7.95$2.60$1.98$0.62
2021Detailed filing. Detailed filing data is available for this year.$8.78$1.46$7.32$2.59$2.04$0.54
2020Detailed filing. Detailed filing data is available for this year.$8.44$1.67$6.77$2.62$1.77$0.85
2019Detailed filing. Detailed filing data is available for this year.$7.36$1.47$5.90$2.47$1.70$0.76
2018Detailed filing. Detailed filing data is available for this year.$5.46$0.31$5.15$2.38$1.34$1.03
2017Detailed filing. Detailed filing data is available for this year.$4.25$0.13$4.12$2.42$1.18$1.24
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.12$2.87$1.93$1.27$0.66
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.29$2.11$1.22$1.00$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.54$1.90$1.17$0.94$0.23
2013Summary only. Only limited summary data is available for this year.$2.41$0.77$1.64$1.13$0.94$0.19
2012Summary only. Only limited summary data is available for this year.$2.33$0.96$1.37$1.12$1.04$0.09
2011Summary only. Only limited summary data is available for this year.$2.44$1.23$1.20$1.05$0.95$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$2,844,743
Mission and Program Overview

Mission

Union plaza (the corporation) is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the state of california. The corporation was formed for the purpose of operating a 122 unit project known as union plaza apartments (the project) located in santa maria, california, which provides housing for low income elderly persons pursuant to section 236 of the national housing act (section 236), as amended. The project also consists of approximately 3,000 square feet of commercial space (excludes roof top space) that it leases to various tenants.

Union plaza is a not-for-profit corporation formed in accordance with the not-for-profit statutes of the state of california. The corporation, among other things, owns and operates a 122 unit property known as union plaza apartments (the "property") located in santa maria, california, which provides housing for low income elderly persons. The property also consists of approximately 3,000 square feet of commercial space (excluding roof top space) that it leases to various tenants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,302,732$8,372,035▲ $69,303
Cash and Non-Interest-Bearing Accounts$943,558$1,173,411▲ $229,853
Prepaid Expenses and Deferred Charges$106,841$72,961▼ $33,880
Investments Other Securities$56,511$56,489▼ $22
Accounts Receivable$34,586$19,724▼ $14,862
Total Assets$9,499,166$9,751,314▲ $252,148
Other Assets Total$54,938$56,694▲ $1,756
Liabilities
Other Liabilities$641,660$338,665▼ $302,995
Accounts Payable and Accrued Expenses$77,883$34,057▼ $43,826
Deferred Revenue$1,789$0▼ $1,789
Total Liabilities$721,332$372,722▼ $348,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,777,834$9,378,592▲ $600,758
Total Net Assets Fund Balance$8,777,834$9,378,592▲ $600,758
Total Liabilities and Net Assets / Fund Balance$9,499,166$9,751,314▲ $252,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,988,453$3,660,192$10,648,645
Other Land Buildings$988,993$754,373$1,743,366
Land$392,589-$392,589
Equipment$2,000$38,000$40,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Cliff ReynoldsPresidentPT$4,600$4,600
Susan CarlsonSecretary-treasurerPT$4,600$4,600
Veronica FigueroaVice PresidentPT$4,000$4,000

Board Members and Trustees

NameTitle
Antonio DiazVice President (former)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,902,251
Program Service Revenue
$904,912
Investment Income
$0
Other Revenue
$37,580
Change in Net Assets
$587,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,844,743
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,844,743
Total Revenue per Form 990
$2,844,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,243,985
Salaries, Compensation, and Employee Benefits$13,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$722,920--$722,920
Office Expenses-$489,460-$489,460
Depreciation Depletion$460,021--$460,021
Fees for Services Management-$102,086-$102,086
Interest$16,942--$16,942
Current Officers, Directors, Trustees, and Key Employees-$10,200-$10,200
Other Expenses$8,920--$8,920
Fees for Services Accounting-$8,500-$8,500
Other Salaries and Wages$3,000--$3,000
Fees for Services Legal-$2,367-$2,367
Total Functional Expenses$1,644,572$612,613$0$2,257,185

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,257,185
Expenses per Audited Statements$2,242,907
Total Expenses per Audited Statements$2,242,907
Expenses Not Reported on Financial Statements$14,278
Other Expense Adjustments$14,278
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable-lt$261,094
Security Deposits$45,009
Bank Overdraft$32,562
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Return is reviewed by the management team prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members sign off on the policy annually and abstain from any voting where a conflict could exist.”

Form 990, Part VI, Section C, Line 19

“The form 990 and all related financial and policy information are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Union Plaza Apartments
EIN
95-2756431
Phone
8059225226
Address
120 NORTH BROADWAY, SANTA MARIA, CA 93454-4469

Signing Officer

Name
Cliff Reynolds
Title
President
Phone
8059225226
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cliff Reynolds
Formed
1972
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Brittany Phillips
Phone
3178485700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The management company receives a copy of the audit. Prior to the finalization of the audit, a copy of the audit is given to all of the board members for their comments. When the audit is up for bid, the board discusses the relationship with the current auditors and makes a determination as to whether to maintain this relationship or change to a new auditing firm.”

Financial Statement Notes

PART X, LINE 2:

“The corporation is exempt from federal income tax under section 501(c)(3) of the internal revenue code and state income tax and has been classified as an other than private foundation. Accordingly, no provision for federal and state taxes on revenue and income has been recognized in the accompanying financial statements. Generally, the federal and state tax returns were subject to examinations from the three years after the later of the original or extended due date or the date filed by the applicable tax authority.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Book/tax depreciation difference 1,078. Additional expense 13,200.”

Raw XML AppendixShowing 400 of 409 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/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT (FORMER)
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IRS990/OtherAssetsTotalGrp/EOYAmt056694
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MGMT CO EMPLOYEE CHARGE
IRS990/OtherExpensesGrp/Desc1MANAGER UNIT
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0388549
IRS990/OtherExpensesGrp/ProgramServicesAmt144220
IRS990/OtherExpensesGrp/ProgramServicesAmt28920
IRS990/OtherExpensesGrp/TotalAmt0388549
IRS990/OtherExpensesGrp/TotalAmt144220
IRS990/OtherExpensesGrp/TotalAmt28920
IRS990/OtherLiabilitiesGrp/BOYAmt0641660
IRS990/OtherLiabilitiesGrp/EOYAmt0338665
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/BusinessCd2531110
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY & VENDING
IRS990/OtherRevenueMiscGrp/Desc2OTHER REVENUE-MISC.
IRS990/OtherRevenueMiscGrp/ExclusionAmt019274
IRS990/OtherRevenueMiscGrp/ExclusionAmt113542
IRS990/OtherRevenueMiscGrp/ExclusionAmt24764
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019274
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113542
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24764
IRS990/OtherRevenueTotalAmt037580
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03000
IRS990/OtherSalariesAndWagesGrp/TotalAmt03000
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106841
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072961
IRS990/PrincipalOfficerNm0CLIFF REYNOLDS
IRS990/PriorPeriodAdjustmentsAmt013200
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0904912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0904912
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01930043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01977355
IRS990/PYOtherRevenueAmt017802
IRS990/PYProgramServiceRevenueAmt0859929
IRS990/PYRevenuesLessExpensesAmt0818419
IRS990/PYSalariesCompEmpBnftPaidAmt012000
IRS990/PYTotalExpensesAmt01989355
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02807774
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0587558
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0904912
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01902251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01930043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01841332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01771375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01767154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09212155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0904912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0859929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0715580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0801987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0815082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04097490
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt037580
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt017802
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt043683
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014612
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt033861
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0147538
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.98790
IRS990ScheduleA/PublicSupportTotal509Amt013309645
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02807163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02789972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02556912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02573362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02582236
IRS990ScheduleA/Total509Grp/TotalAmt013309645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02844743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02807774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02600595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02587974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02616097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013457183
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt06988453
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03660192
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010648645
IRS990ScheduleD/EquipmentGrp/BookValueAmt02000
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040000
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014278
IRS990ScheduleD/ExpensesSubtotalAmt02242907
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0392589
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0392589
IRS990ScheduleD/OtherExpensesNotIncludedAmt014278
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0988993
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0754373
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01743366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0261094
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt145009
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt232562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE-LT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2BANK OVERDRAFT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02844743
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED BY THE APPLICABLE TAX AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DEPRECIATION DIFFERENCE 1,078. ADDITIONAL EXPENSE 13,200.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08372035
IRS990ScheduleD/TotalExpensesPerForm990Amt02257185
IRS990ScheduleD/TotalLiabilityAmt0338665
IRS990ScheduleD/TotalRevenuePerForm990Amt02844743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02844743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02242907
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED BY THE MANAGEMENT TEAM PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN OFF ON THE POLICY ANNUALLY AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09499166
IRS990/TotalAssetsEOYAmt09751314
IRS990/TotalAssetsGrp/BOYAmt09499166
IRS990/TotalAssetsGrp/EOYAmt09751314
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01902251
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0612613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01644572
IRS990/TotalFunctionalExpensesGrp/TotalAmt02257185
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0721332
IRS990/TotalLiabilitiesEOYAmt0372722
IRS990/TotalLiabilitiesGrp/BOYAmt0721332
IRS990/TotalLiabilitiesGrp/EOYAmt0372722
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08777834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09378592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01644572
IRS990/TotalProgramServiceRevenueAmt0904912
IRS990/TotalReportableCompFromOrgAmt013200
IRS990/TotalRevenueGrp/ExclusionAmt037580
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0904912
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02844743
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09499166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09751314
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0120 NORTH BROADWAY
IRS990/USAddress/CityNm0SANTA MARIA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0934544469
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFF REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08059225226
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION PLAZA APARTMENTS
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0952756431
ReturnHeader/Filer/PhoneNum08059225226
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 NORTH BROADWAY
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934544469
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351750664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAUBY O'CONNOR & ZALESKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 CONGRESSIONAL BLVD 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL

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