Civic Intelligence

Park Bixby Towers Inc.

990 • Fiscal year 2019 • EIN 95-2821080

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 22, 2020

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

1.28x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

2.40x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$234,339

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

64th percentile

8.1%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$5,274,663

Up $394,063 (+8.1%) from 2018

Net Assets

Up

-$1,475,848

Up $510,800 (+26%) from 2018

Liabilities

Down

$6,750,511

Down $116,737 (-1.7%) from 2018

Revenue

Up

$2,817,091

Up $464,985 (+20%) from 2018

Expenses

Up

$2,306,291

Up $27,121 (+1.2%) from 2018

Net Income

Up

$510,800

Up $437,864 (+600%) from 2018

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

2019

Assets$5,274,663
Liabilities$6,750,511
Net Assets-$1,475,848

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

2019

Revenue$2,817,091
Expenses$2,306,291
Net Income$510,800
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 22, 2020
Return Version
2018v3.1
Gross Receipts
$2,817,091
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$1,602,385$1,619,175▲ $16,790
Land, Buildings, and Equipment, Net$1,098,809$944,707▼ $154,102
Accounts Receivable$302,500$814,425▲ $511,925
Savings and Temporary Cash Investments$848,501$509,640▼ $338,861
Prepaid Expenses and Deferred Charges$58,540$79,955▲ $21,415
Total Assets$4,880,600$5,274,663▲ $394,063
Other Assets Total$969,865$1,306,761▲ $336,896
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,732,358$6,609,989▼ $122,369
Accounts Payable and Accrued Expenses$68,671$77,368▲ $8,697
Other Liabilities$66,219$63,154▼ $3,065
Total Liabilities$6,867,248$6,750,511▼ $116,737
Net Assets / Fund Balance
Unrestricted Net Assets$-1,986,648$-1,475,848▲ $510,800
Total Net Assets Fund Balance$-1,986,648$-1,475,848▲ $510,800
Total Liabilities and Net Assets / Fund Balance$4,880,600$5,274,663▲ $394,063

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$630,262$3,865,820$4,496,082
Equipment$114,890$411,085$525,975
Land$195,550-$195,550
Other Land Buildings$4,005$84,922$88,927
Other Assets Org$1,047,956--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael WylieExecutive Vice PresidentFT$203,998$30,341$234,339
Russell L WyliePresident/CEOFT$159,081$39,120$198,201
Nancy HathcockDirector-$23,058-$23,058
Mark DunnSecretary-$7,162-$7,162
Tom ArnettTreasurer-$7,162-$7,162

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$138,193
Revenue and Support

Revenue Composition

Contributions and Grants
$2,148,788
Program Service Revenue
$631,153
Investment Income
$37,150
Other Revenue
$0
Change in Net Assets
$510,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,817,091
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,817,091
Total Revenue per Form 990
$2,817,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,548,827
Salaries, Compensation, and Employee Benefits$697,466
Grants and Similar Amounts Paid$59,998
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$61,498$408,424-$469,922
Interest$255,548--$255,548
Depreciation Depletion$189,024--$189,024
Fees for Services Other$186,927--$186,927
Other Salaries and Wages$164,305--$164,305
Fees for Services Management$138,346--$138,346
Insurance$87,337--$87,337
Conferences and Meetings$84,559--$84,559
All Other Expenses$79,809--$79,809
Grants to Domestic Orgs$59,998--$59,998
Office Expenses$50,231--$50,231
Payroll Taxes-$46,397-$46,397
Fees for Services Accounting$42,555--$42,555
Other Expenses$38,508--$38,508
Fees for Services Legal$25,007$4,377-$29,384
Other Employee Benefits-$16,842-$16,842
Advertising$3,901--$3,901
Total Functional Expenses$1,830,251$476,040$0$2,306,291

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,306,291
Total Expenses per Audited Statements$2,306,291
Total Expenses per Form 990$2,306,291
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$13,498
ALZHEIMER'S ORANGE COUNTYIrvine, CA501(c)(3)To Support Senior Health$10,000
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$58,160
Prepaid Revenue$4,994
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
Yes
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
2020-01-22
Discuss with paid preparer
Yes

Organization Details

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

Preparer

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

Additional Explanations

PART XII, LINE 12:

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, 2019. 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 2016 remain open.

Raw XML AppendixShowing 400 of 591 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/TitleTxt4DIRECTOR
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01098809
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0944707
IRS990/LandBldgEquipCostOrOtherBssAmt05306534
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/BOYAmt06732358
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06609989
IRS990/NetAssetsOrFundBalancesBOYAmt0-1986648
IRS990/NetAssetsOrFundBalancesEOYAmt0-1475848
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt050231
IRS990/OfficeExpensesGrp/TotalAmt050231
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0969865
IRS990/OtherAssetsTotalGrp/EOYAmt01306761
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016842
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016842
IRS990/OtherExpensesGrp/Desc0MISC OPERATING & MAINTE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3OTHER RENTING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0162217
IRS990/OtherExpensesGrp/ProgramServicesAmt1157470
IRS990/OtherExpensesGrp/ProgramServicesAmt243011
IRS990/OtherExpensesGrp/ProgramServicesAmt338508
IRS990/OtherExpensesGrp/TotalAmt0162217
IRS990/OtherExpensesGrp/TotalAmt1157470
IRS990/OtherExpensesGrp/TotalAmt243011
IRS990/OtherExpensesGrp/TotalAmt338508
IRS990/OtherLiabilitiesGrp/BOYAmt066219
IRS990/OtherLiabilitiesGrp/EOYAmt063154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164305
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164305
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046397
IRS990/PayrollTaxesGrp/TotalAmt046397
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058540
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079955
IRS990/PrincipalOfficerNm0RUSSELL L WYLIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME, NET
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0609131
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0609131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122022
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SECONDARY EFFORT IS TO PROVIDE FINANCIAL CONTRIBUTIONS/GRANTS TO ORGANIZATIONS OFFERING SERVICES TO LOW-INCOME SENIORS. WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATION PROGRAMS AND PARTICIPATION IN CULTURAL EVENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt059998
IRS990/ProgSrvcAccomActy2Grp/GrantAmt059998
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01600042
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt093723
IRS990/PYInvestmentIncomeAmt08427
IRS990/PYOtherExpensesAmt01592288
IRS990/PYOtherRevenueAmt062505
IRS990/PYProgramServiceRevenueAmt0681132
IRS990/PYRevenuesLessExpensesAmt072936
IRS990/PYSalariesCompEmpBnftPaidAmt0593159
IRS990/PYTotalExpensesAmt02279170
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02352106
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0510800
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0631153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0848501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0509640
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02148788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01600042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01403536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01410332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01259273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07821971
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03762
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0609131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0681132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0669798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0651019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0719907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03330987
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01545
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057346
IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.00270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.98050
IRS990ScheduleA/PublicSupportTotal509Amt011152958
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02757919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02281174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02073334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02061351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01979180
IRS990ScheduleA/Total509Grp/TotalAmt011152958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02795069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02289601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02074879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02067813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01982942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011210304
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/BookValueAmt0630262
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03865820
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04496082
IRS990ScheduleD/EquipmentGrp/BookValueAmt0114890
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0411085
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0525975
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02306291
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0195550
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0195550
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt062805
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1196000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21047956
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED DEPOSITS & FUNDED RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENTS - OPERATIONS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04005
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt084922
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt088927
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14994
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02817091
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, 2019. 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 2016 REMAIN OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0944707
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01306761
IRS990ScheduleD/TotalExpensesPerForm990Amt02306291
IRS990ScheduleD/TotalLiabilityAmt063154
IRS990ScheduleD/TotalRevenuePerForm990Amt02817091
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02817091
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02306291
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt113498
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SENIOR HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO UNDERWRITE WELLNESS PROGRAM FOR TOWER RESIDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ORANGE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CSULB OSHER LIFELONG LEARNING
IRS990ScheduleI/RecipientTable/RecipientEIN0953702013
IRS990ScheduleI/RecipientTable/RecipientEIN1956106694
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02515 MCCABE WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11250 BELLFLOWER BLVD

Document Assets

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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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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