Civic Intelligence

Park Bixby Towers Inc.

990 • Fiscal year 2018 • EIN 95-2821080

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 31, 2019

8618 Treasure AvenueStockton, CA 95212

(916) 442-9100

Siviq Scores

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

Liabilities / Assets

96th percentile

1.41x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

2.92x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

89th percentile

$195,593

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

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

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

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

Assets

Down

$4,880,600

Down $127,002 (-2.5%) from 2017

Net Assets

Up

-$1,986,648

Up $72,936 (+3.5%) from 2017

Liabilities

Down

$6,867,248

Down $199,938 (-2.8%) from 2017

Revenue

Up

$2,352,106

Up $262,510 (+13%) from 2017

Expenses

Down

$2,279,170

Down $1,090,298 (-32%) from 2017

Net Income

Up

$72,936

Up $1,352,808 (+106%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2012: $3,073,804Liabilities 2012: $3,864,283Net Assets 2012: -$790,4792012Assets 2013: $3,133,534Liabilities 2013: $3,833,001Net Assets 2013: -$699,4672013Assets 2014: $2,932,861Liabilities 2014: $3,761,142Net Assets 2014: -$828,2812014Assets 2015: $2,808,493Liabilities 2015: $3,710,478Net Assets 2015: -$901,9852015Assets 2016: $2,749,416Liabilities 2016: $3,529,128Net Assets 2016: -$779,7122016Assets 2017: $5,007,602Liabilities 2017: $7,067,186Net Assets 2017: -$2,059,5842017Assets 2018: $4,880,600Liabilities 2018: $6,867,248Net Assets 2018: -$1,986,6482018Assets 2019: $5,274,663Liabilities 2019: $6,750,511Net Assets 2019: -$1,475,8482019Assets 2020: $5,367,915Liabilities 2020: $6,587,833Net Assets 2020: -$1,219,9182020Assets 2021: $5,937,616Liabilities 2021: $6,510,745Net Assets 2021: -$573,1292021Assets 2022: $5,883,666Liabilities 2022: $6,411,857Net Assets 2022: -$528,1912022Assets 2023: $5,837,818Liabilities 2023: $6,562,317Net Assets 2023: -$724,4992023Assets 2024: $6,400,736Liabilities 2024: $6,247,313Net Assets 2024: $153,4232024Assets 2025: $6,472,606Liabilities 2025: $6,206,813Net Assets 2025: $265,7932025

Highlighted filing

2018

Assets$4,880,600
Liabilities$6,867,248
Net Assets-$1,986,648

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,897,894Expenses 2012: $1,815,193Net Income 2012: $82,7012012Expenses 2013: $1,829,4032013Revenue 2014: $1,989,984Expenses 2014: $2,118,798Net Income 2014: -$128,8142014Revenue 2015: $2,001,650Expenses 2015: $1,975,354Net Income 2015: $26,2962015Revenue 2016: $2,125,010Expenses 2016: $2,002,737Net Income 2016: $122,2732016Revenue 2017: $2,089,596Expenses 2017: $3,369,468Net Income 2017: -$1,279,8722017Revenue 2018: $2,352,106Expenses 2018: $2,279,170Net Income 2018: $72,9362018Revenue 2019: $2,817,091Expenses 2019: $2,306,291Net Income 2019: $510,8002019Revenue 2020: $2,949,425Expenses 2020: $2,693,495Net Income 2020: $255,9302020Revenue 2021: $3,073,544Expenses 2021: $2,426,755Net Income 2021: $646,7892021Revenue 2022: $3,142,860Expenses 2022: $3,073,079Net Income 2022: $69,7812022Revenue 2023: $3,207,473Expenses 2023: $3,402,540Net Income 2023: -$195,0672023Revenue 2024: $4,317,451Expenses 2024: $3,455,268Net Income 2024: $862,1832024Revenue 2025: $4,032,829Expenses 2025: $3,921,309Net Income 2025: $111,5202025

Highlighted filing

2018

Revenue$2,352,106
Expenses$2,279,170
Net Income$72,936
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 31, 2019
Return Version
2017v2.3
Gross Receipts
$2,352,106
Mission and Program Overview

Mission

The organization's mission is to conduct those activities that benefit the elderly, which include providing housing and other services designed to meet their physical, social and psychological needs.

Provide housing for low-income, elderly families & conduct other activities for their benefit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,128,482$1,602,385▲ $473,903
Land, Buildings, and Equipment, Net$1,139,860$1,098,809▼ $41,051
Savings and Temporary Cash Investments$697,119$848,501▲ $151,382
Accounts Receivable$274,715$302,500▲ $27,785
Prepaid Expenses and Deferred Charges$66,996$58,540▼ $8,456
Total Assets$5,007,602$4,880,600▼ $127,002
Other Assets Total$1,700,430$969,865▼ $730,565
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,861,569$6,732,358▼ $129,211
Accounts Payable and Accrued Expenses$79,120$68,671▼ $10,449
Other Liabilities$126,497$66,219▼ $60,278
Total Liabilities$7,067,186$6,867,248▼ $199,938
Net Assets / Fund Balance
Unrestricted Net Assets$-2,059,584$-1,986,648▲ $72,936
Total Net Assets Fund Balance$-2,059,584$-1,986,648▲ $72,936
Total Liabilities and Net Assets / Fund Balance$5,007,602$4,880,600▼ $127,002

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$896,316$4,080,799$4,977,115
Land$195,550-$195,550
Equipment$6,943$92,004$98,947
Other Assets Org$696,545--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell L WyliePresident/CEOFT$156,473$39,120$195,593
Michael WylieExecutive Vice PresidentFT$146,342$35,472$181,814
Nancy HathcockDirector-$22,230-$22,230
Mark DunnSecretary-$7,044-$7,044
Tom ArnettTreasurer-$7,044-$7,044

Board Members and Trustees

NameTitle
Lois RicheyDirector
Marilyn WylieDirector
Matthew WylieDirector
Michael WillcoxonDirector
Thaddeus WojcikDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Sk ManagementOn-site Management15910 VENTURA BLVD S 1400, Encino, CA 91436$131,766
Revenue and Support

Revenue Composition

Contributions and Grants
$1,600,042
Program Service Revenue
$681,132
Investment Income
$8,427
Other Revenue
$62,505
Change in Net Assets
$72,936

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,352,106
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,352,106
Total Revenue per Form 990
$2,352,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,592,288
Salaries, Compensation, and Employee Benefits$593,159
Grants and Similar Amounts Paid$93,723
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,907$396,818-$413,725
Interest$282,456--$282,456
Depreciation Depletion$179,817--$179,817
Occupancy$136,349--$136,349
Fees for Services Management$135,993--$135,993
Other Salaries and Wages$134,482--$134,482
Travel$49$107,417-$107,466
Insurance$93,915--$93,915
Grants to Domestic Orgs$93,723--$93,723
Office Expenses$33,652$12,018-$45,670
Fees for Services Accounting$43,448--$43,448
Fees for Services Other$33,457--$33,457
Other Employee Benefits$24,713--$24,713
Payroll Taxes$20,239--$20,239
Conferences and Meetings$11,146--$11,146
Fees for Services Legal$6,238$4,281-$10,519
Other Expenses$6,098--$6,098
Information Technology$5,619--$5,619
Advertising$3,883--$3,883
All Other Expenses$392--$392
Total Functional Expenses$1,758,636$520,534$0$2,279,170

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,279,170
Total Expenses per Audited Statements$2,279,170
Total Expenses per Form 990$2,279,170
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Csulb Osher Lifelong LearningLong Beach, CA501(c)(3)To Underwrite Wellness Program for Tower Residents$12,373
ALZHEIMER'S ORANGE COUNTYIrvine, CA501(c)(3)To Support Senior Health$10,000
Haggin MuseumStockton, CA501(c)(3)To Support Senior Exhibitions$10,000
Jocelyn CenterClaremont, CA501(c)(3)To Support Balance Program for Seniors$10,000
The Rock Club Music Is the RemedyLong Beach, CA501(c)(3)To Support Therapy for Alzheimer Patients$6,000
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
Tenant Deposits Held in Trust$55,719
Prepaid Revenue$10,500
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

Russel and marilyn wylie are husband and wife. Michael wylie and matthew wylie are sons of marilyn and russell wylie. Nancy hathcock is sister to russell wylie. Mark dunn and lois richey also have a family relationship.

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

The president prepares responses for the return and once completed by the cpa, distributes the return to the board of directors for review.

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

To attest compliance, each board member annually signs the conflict of interest policy. The policy is reviewed annually by the board as well as at any other time a member may bring to the board's attention an act giving the appearance of a conflict of interest.

Form 990, Part VI, Section B, Line 15

The board's compensation committee makes periodic recommendations to the full board, based on periodic compensation studies conducted by independent outside specialists. The board has final authority for setting compensation levels based on recommendations from the compensation committee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request and through a-133 disclosures.

Filing and Contact Details

Filer

Filer Name
Park Bixby Tower Inc
EIN
95-2821080
Phone
9164429100
Address
8618 TREASURE AVENUE, STOCKTON, CA 95212

Signing Officer

Name
Russell L Wylie
Title
CEO
Phone
2099316472
Signed
2019-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell L Wylie
Formed
1968
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
5
Volunteers
8

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has a committee responsible for the oversight of the audit as well as the selection of the independent accountant. The process of selecting and overseeing an independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization has applied for and received a determination letter from the internal revenue service ("irs") to be treated as a tax exempt entity pursuant to section 501(c)(3) of the internal revenue code and did not have any unrelated business income for the year ended march 31, 2018. Due to its tax exempt status, the organization is not subject to income taxes. The organization is required to file and does file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and the organization has no other tax positions which must be considered for disclosure. Income tax returns filed by the organization are subject to examination by the irs for a period of three years. While no income tax returns are currently being examined by the irs, tax years since 2015 remain open.

Raw XML AppendixShowing 400 of 630 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt079120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt068671
IRS990/AccountsReceivableGrp/BOYAmt0274715
IRS990/AccountsReceivableGrp/EOYAmt0302500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING FOR LOW-INCOME, ELDERLY FAMILIES & CONDUCT OTHER ACTIVITIES FOR THEIR BENEFIT.
IRS990/AdvertisingGrp/ProgramServicesAmt03883
IRS990/AdvertisingGrp/TotalAmt03883
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0392
IRS990/AllOtherExpensesGrp/TotalAmt0392
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RUSSELL WYLIE
IRS990/BooksInCareOfDetail/PhoneNum02099316472
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08618 TREASURE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095212
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01128482
IRS990/CashNonInterestBearingGrp/EOYAmt01602385
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0396818
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016907
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0413725
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt011146
IRS990/ConferencesMeetingsGrp/TotalAmt011146
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0131766
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt015910 VENTURA BLVD S 1400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ENCINO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091436
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SK MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc0ON-SITE MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01600042
IRS990/CYGrantsAndSimilarPaidAmt093723
IRS990/CYInvestmentIncomeAmt08427
IRS990/CYOtherExpensesAmt01592288
IRS990/CYOtherRevenueAmt062505
IRS990/CYProgramServiceRevenueAmt0681132
IRS990/CYRevenuesLessExpensesAmt072936
IRS990/CYSalariesCompEmpBnftPaidAmt0593159
IRS990/CYTotalExpensesAmt02279170
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02352106
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0179817
IRS990/DepreciationDepletionGrp/TotalAmt0179817
IRS990/Desc0PRIMARY EFFORT IS TO ENRICH THE LIVES OF LOW-INCOME SENIORSRESIDENT IN COMPANY PROPERTY. THESE EFFORTS INCLUDE EXERCISE ANDWELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATIONPROGRAMS AND PARTICIPATION IN CULTURAL EVENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01758636
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt043448
IRS990/FeesForServicesAccountingGrp/TotalAmt043448
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04281
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06238
IRS990/FeesForServicesLegalGrp/TotalAmt010519
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0135993
IRS990/FeesForServicesManagementGrp/TotalAmt0135993
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt033457
IRS990/FeesForServicesOtherGrp/TotalAmt033457
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt530341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt727264
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0LOIS RICHEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARILYN WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL WILLCOXON
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY HATHCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7RUSSELL L WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm8THADDEUS WOJCIK
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM ARNETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5151473
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt622230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7168329
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt97044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt01600042
IRS990/GrantAmt093723
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt093723
IRS990/GrantsToDomesticOrgsGrp/TotalAmt093723
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02352106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05619
IRS990/InformationTechnologyGrp/TotalAmt05619
IRS990/InsuranceGrp/ProgramServicesAmt093915
IRS990/InsuranceGrp/TotalAmt093915
IRS990/InterestGrp/ProgramServicesAmt0282456
IRS990/InterestGrp/TotalAmt0282456
IRS990/InvestmentIncomeGrp/ExclusionAmt08427
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08427
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04172803
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01139860
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01098809
IRS990/LandBldgEquipCostOrOtherBssAmt05271612
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO CONDUCT THOSE ACTIVITIES THAT BENEFIT THE ELDERLY, WHICH INCLUDE PROVIDING HOUSING AND OTHER SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06861569
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06732358
IRS990/NetAssetsOrFundBalancesBOYAmt0-2059584
IRS990/NetAssetsOrFundBalancesEOYAmt0-1986648
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0136349
IRS990/OccupancyGrp/TotalAmt0136349
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012018
IRS990/OfficeExpensesGrp/ProgramServicesAmt033652
IRS990/OfficeExpensesGrp/TotalAmt045670
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01700430
IRS990/OtherAssetsTotalGrp/EOYAmt0969865
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024713
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024713
IRS990/OtherExpensesGrp/Desc0OTHER MAINTENANCE & OPE
IRS990/OtherExpensesGrp/Desc1OTHER ADMINISTRATIVE EX
IRS990/OtherExpensesGrp/Desc2TAXES, LICENSES & PERMI
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0374166
IRS990/OtherExpensesGrp/ProgramServicesAmt1113397
IRS990/OtherExpensesGrp/ProgramServicesAmt28497
IRS990/OtherExpensesGrp/ProgramServicesAmt36098
IRS990/OtherExpensesGrp/TotalAmt0374166
IRS990/OtherExpensesGrp/TotalAmt1113397
IRS990/OtherExpensesGrp/TotalAmt28497
IRS990/OtherExpensesGrp/TotalAmt36098
IRS990/OtherLiabilitiesGrp/BOYAmt0126497
IRS990/OtherLiabilitiesGrp/EOYAmt066219
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt062505
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt062505
IRS990/OtherRevenueTotalAmt062505
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0134482
IRS990/OtherSalariesAndWagesGrp/TotalAmt0134482
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt020239
IRS990/PayrollTaxesGrp/TotalAmt020239
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066996
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058540
IRS990/PrincipalOfficerNm0RUSSELL L WYLIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME, NET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0681132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0681132
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SECONDARY EFFORT PROVIDES FINANCIAL CONTRIBUTIONS/GRANTS TOORGANIZATIONS OFFERING SERVICES TO LOW-INCOME SENIORS.WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATIONPROGRAMS AND PARTICIPATION IN CULTURAL EVENTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01134537
IRS990/PYInvestmentIncomeAmt01545
IRS990/PYOtherExpensesAmt01636083
IRS990/PYOtherRevenueAmt014717
IRS990/PYProgramServiceRevenueAmt02073334
IRS990/PYRevenuesLessExpensesAmt0-1279872
IRS990/PYSalariesCompEmpBnftPaidAmt0598848
IRS990/PYTotalExpensesAmt03369468
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02089596
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt072936
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0743637
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0697119
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0848501
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01600042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01403536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01410332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01259273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01361123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07034306
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07881
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0681132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0669798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0651019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0719907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0596721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03318577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01545
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028077
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt062505
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014717
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt057197
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt018708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt024259
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0177386
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98050
IRS990ScheduleA/PublicSupportPY509Pct00.98370
IRS990ScheduleA/PublicSupportTotal509Amt010352883
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02281174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02073334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02061351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01979180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01957844
IRS990ScheduleA/Total509Grp/TotalAmt010352883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02352106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02089596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02125010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02001650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01989984
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010558346
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0896316
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04080799
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04977115
IRS990ScheduleD/EquipmentGrp/BookValueAmt06943
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092004
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098947
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02279170
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0195550
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0195550
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt062670
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1210650
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2696545
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED DEPOSITS & FUNDED RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENTS - OPERATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055719
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02352106
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MARCH 31, 2018. DUE TO ITS TAX EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2015 REMAIN OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01098809
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0969865
IRS990ScheduleD/TotalExpensesPerForm990Amt02279170
IRS990ScheduleD/TotalLiabilityAmt066219
IRS990ScheduleD/TotalRevenuePerForm990Amt02352106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02352106
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02279170
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.47$6.21$0.27$4.03$3.92$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$6.25$0.15$4.32$3.46$0.86
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$6.56$0.72$3.21$3.40$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$6.41$0.53$3.14$3.07$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$6.51$0.57$3.07$2.43$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$6.59$1.22$2.95$2.69$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.27$6.75$1.48$2.82$2.31$0.51
2018Detailed filing. Detailed filing data is available for this year.$4.88$6.87$1.99$2.35$2.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.01$7.07$2.06$2.09$3.37$1.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$3.53$0.78$2.13$2.00$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.81$3.71$0.90$2.00$1.98$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.93$3.76$0.83$1.99$2.12$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$3.83$0.70$1.83
2012Summary only. Only limited summary data is available for this year.$3.07$3.86$0.79$1.90$1.82$0.08