Civic Intelligence

Pilgrim Terrace Cooperative Homes

990 • Fiscal year 2014 • EIN 95-3465019

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 15, 2014

Organization ProfileN/A

View Organization Page

649 Pilgrim Terrace Drive93101

(805) 682-3618

Siviq Scores

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

Liabilities / Assets

94th percentile

1.21x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

2.17x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

50th percentile

2.7%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

16th percentile

-6.8%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$2,146,457

Down $155,812 (-6.8%) from 2013

Net Assets

Up

-$456,316

Up $32,448 (+6.6%) from 2013

Liabilities

Down

$2,602,773

Down $188,260 (-6.7%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin50th percentile

Revenue

$1,201,523

No earlier filing loaded for comparison.

Expenses

Up

$1,169,075

Up $33,663 (+3.0%) from 2013

Net Income

$32,448

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $2,627,511Liabilities 2011: $3,136,243Net Assets 2011: -$508,7322011Assets 2012: $2,454,307Liabilities 2012: $2,985,289Net Assets 2012: -$530,9822012Assets 2013: $2,302,269Liabilities 2013: $2,791,033Net Assets 2013: -$488,7642013Assets 2014: $2,146,457Liabilities 2014: $2,602,773Net Assets 2014: -$456,3162014Assets 2015: $7,873,695Liabilities 2015: $0Net Assets 2015: $7,873,6952015Assets 2016: $7,362,265Liabilities 2016: $1,157Net Assets 2016: $7,361,1082016Assets 2017: $9,934,162Liabilities 2017: $1,509,084Net Assets 2017: $8,425,0782017Assets 2018: $9,335,436Liabilities 2018: $993,018Net Assets 2018: $8,342,4182018Assets 2019: $9,005,035Liabilities 2019: $955,090Net Assets 2019: $8,049,9452019Assets 2020: $7,857,733Liabilities 2020: $1,038,979Net Assets 2020: $6,818,7542020Assets 2021: $7,389,220Liabilities 2021: $638,068Net Assets 2021: $6,751,1522021Assets 2022: $5,389,985Liabilities 2022: $633,557Net Assets 2022: $4,756,4282022Assets 2023: $4,519,300Liabilities 2023: $308,611Net Assets 2023: $4,210,6892023

Highlighted filing

2014

Assets$2,146,457
Liabilities$2,602,773
Net Assets-$456,316
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,211,7572011Expenses 2012: $1,209,9582012Expenses 2013: $1,135,4122013Revenue 2014: $1,201,523Expenses 2014: $1,169,075Net Income 2014: $32,4482014Revenue 2015: $9,468,175Expenses 2015: $1,137,053Net Income 2015: $8,331,1222015Revenue 2016: $318,484Expenses 2016: $697,938Net Income 2016: -$379,4542016Revenue 2017: $1,567,657Expenses 2017: $1,034,420Net Income 2017: $533,2372017Revenue 2018: $439,150Expenses 2018: $779,079Net Income 2018: -$339,9292018Revenue 2019: $471,873Expenses 2019: $893,668Net Income 2019: -$421,7952019Revenue 2020: $599,718Expenses 2020: $2,193,287Net Income 2020: -$1,593,5692020Revenue 2021: $931,865Expenses 2021: $1,151,939Net Income 2021: -$220,0742021Revenue 2022: $396,767Expenses 2022: $1,306,085Net Income 2022: -$909,3182022Revenue 2023: $480,355Expenses 2023: $1,530,644Net Income 2023: -$1,050,2892023

Highlighted filing

2014

Revenue$1,201,523
Expenses$1,169,075
Net Income$32,448
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$1,201,523
Mission and Program Overview

Mission

To provide social service assistance to the elderly and disabled in santa barbara, california.

To provide housing assistance to the elderly in the santa barbara are of california

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,916,859$1,741,833▼ $175,026
Cash and Non-Interest-Bearing Accounts$77,705$92,315▲ $14,610
Intangible Assets$7,725$6,759▼ $966
Prepaid Expenses and Deferred Charges-$4,409-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$2,302,269$2,146,457▼ $155,812
Other Assets Total$299,980$301,141▲ $1,161
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,790,352$2,544,790▼ $245,562
Escrow Account Liability-$33,845-
Accounts Payable and Accrued Expenses$681$24,138▲ $23,457
Total Liabilities$2,791,033$2,602,773▼ $188,260
Net Assets / Fund Balance
Temporarily Rstr Net Assets$56,891$56,891→ $0
Unrestricted Net Assets$-545,655$-513,207▲ $32,448
Total Net Assets Fund Balance$-488,764$-456,316▲ $32,448
Total Liabilities and Net Assets / Fund Balance$2,302,269$2,146,457▼ $155,812

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,741,833$4,923,331$6,665,164
Other Assets Org$301,141--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Debra ErmacPresident
Karen JohnsonVice President
Maria VegaDirector
Martha CervantezDirector
Mary BellDirector
Ing WelkerSecretary
Kate IngallsSecretary
Sylvia GerardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,201,523
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$32,448

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,201,523
Total Revenue per Audited Statements
$1,201,523
Total Revenue per Form 990
$1,201,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$908,840
Salaries, Compensation, and Employee Benefits$260,235
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$243,517--$243,517
Other Salaries and Wages$187,315--$187,315
Depreciation Depletion$175,194--$175,194
Fees for Services Management$83,600--$83,600
Other Employee Benefits$49,839--$49,839
Insurance$44,916--$44,916
Office Expenses$40,717--$40,717
Payroll Taxes$23,081--$23,081
Fees for Services Accounting$19,475--$19,475
Conferences and Meetings$18,060--$18,060
Fees for Services Legal$12,965--$12,965
Other Expenses$7,730--$7,730
All Other Expenses$5,202--$5,202
Advertising$1,512--$1,512
Total Functional Expenses$1,169,075$0$0$1,169,075

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,169,075
Total Expenses per Audited Statements$1,169,075
Total Expenses per Form 990$1,169,075
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of form 990 is provided to management and each member of the board of directors for review. If there are any questions or concerns noted by management or by a member of the board of directors, the question or concern is communicated by the president or treasurer to the return preparer for resolution. Once the return is agreed upon by management and the board of directors, the treasurer then signs the return for filing purposes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization does not provide its governing documents, policies, and financial statements to the public”

Filing and Contact Details

Filer

EIN
95-3465019
Phone
8056823618

Signing Officer

Name
Sylvia Gerard
Title
Treasurer
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sylvia Gerard
Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
9

Preparer

Preparer
Michael Ahart
Phone
7704616077
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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/ProgramServiceRevenueGrp/Desc2TENANT ASSISTANCE PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc3TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc4VENDING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1299174
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2886135
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31820
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1299174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2886135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44976
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032448
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01201523
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01741833
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04923331
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06665164
IRS990ScheduleD/ExpensesSubtotalAmt01169075
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0301141
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVES FOR REPLACEMENTS
IRS990ScheduleD/RevenueSubtotalAmt01201523
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01741833
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0301141
IRS990ScheduleD/TotalExpensesPerForm990Amt01169075
IRS990ScheduleD/TotalRevenuePerForm990Amt01201523
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01201523
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01169075
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO MANAGEMENT AND EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW. IF THERE ARE ANY QUESTIONS OR CONCERNS NOTED BY MANAGEMENT OR BY A MEMBER OF THE BOARD OF DIRECTORS, THE QUESTION OR CONCERN IS COMMUNICATED BY THE PRESIDENT OR TREASURER TO THE RETURN PREPARER FOR RESOLUTION. ONCE THE RETURN IS AGREED UPON BY MANAGEMENT AND THE BOARD OF DIRECTORS, THE TREASURER THEN SIGNS THE RETURN FOR FILING PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PROVIDE ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt056891
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt056891
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02302269
IRS990/TotalAssetsEOYAmt02146457
IRS990/TotalAssetsGrp/BOYAmt02302269
IRS990/TotalAssetsGrp/EOYAmt02146457
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01169075
IRS990/TotalFunctionalExpensesGrp/TotalAmt01169075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02791033
IRS990/TotalLiabilitiesEOYAmt02602773
IRS990/TotalLiabilitiesGrp/BOYAmt02791033
IRS990/TotalLiabilitiesGrp/EOYAmt02602773
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-488764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-456316
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01020
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01020
IRS990/TotalProgramServiceExpensesAmt01169075
IRS990/TotalProgramServiceRevenueAmt01201523
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01201523
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01201523
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02302269
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02146457
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-545655
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-513207
IRS990/USAddress/AddressLine10649 PILGRIM TERRACE DR
IRS990/USAddress/City0SANTA BARBARA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093101
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA GERARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10PILGRIM TERRACE COOPERATIVE HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0PILG
ReturnHeader/Filer/EIN0953465019
ReturnHeader/Filer/PhoneNum08056823618
ReturnHeader/Filer/USAddress/AddressLine10649 PILGRIM TERRACE DRIVE
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10AHART & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10125 HABERSHAM DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0302141382
ReturnHeader/PreparerPersonGrp/PhoneNum07704616077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Ahart
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-14T07:41:43-07:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,146,457
Liabilities
$2,602,773
Net assets
-$456,316
Revenue
$1,201,523
Expenses
$1,169,075
Net income
$32,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.52$0.31$4.21$0.48$1.53$1.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.63$4.76$0.40$1.31$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.64$6.75$0.93$1.15$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$1.04$6.82$0.60$2.19$1.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.96$8.05$0.47$0.89$0.42
2018Summary only. Only limited summary data is available for this year.$9.34$0.99$8.34$0.44$0.78$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.93$1.51$8.43$1.57$1.03$0.53
2016Summary only. Only limited summary data is available for this year.$7.36$0.00$7.36$0.32$0.70$0.38
2015Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$9.47$1.14$8.33
2014Detailed filing. Detailed filing data is available for this year.$2.15$2.60$0.46$1.20$1.17$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$2.79$0.49$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$2.99$0.53$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$3.14$0.51$1.21