Civic Intelligence

Pilgrim Terrace Cooperative Homes

990 • Fiscal year 2015 • EIN 95-3465019

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 30, 2015

Organization ProfileN/A

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649 Pilgrim Terrace DriveSanta Barbara, CA 93101

(805) 682-3618

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

99th percentile

267%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

688%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,873,695

Up $5,727,238 (+267%) from 2014

Net Assets

Up

$7,873,695

Up $8,330,011 (+1825%) from 2014

Liabilities

Down

$0

Down $2,602,773 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Up

$9,468,175

Up $8,266,652 (+688%) from 2014

Expenses

Down

$1,137,053

Down $32,022 (-2.7%) from 2014

Net Income

Up

$8,331,122

Up $8,298,674 (+25575%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2015

Assets$7,873,695
Liabilities$0
Net Assets$7,873,695
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

2015

Revenue$9,468,175
Expenses$1,137,053
Net Income$8,331,122
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Gross Receipts
$9,468,175
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
Investments in Publicly Traded Securities-$7,606,215-
Cash and Non-Interest-Bearing Accounts$92,315$206,591▲ $114,276
Land, Buildings, and Equipment, Net$1,741,833$60,889▼ $1,680,944
Intangible Assets$6,759$0▼ $6,759
Prepaid Expenses and Deferred Charges$4,409$0▼ $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-
Inventories for Sale or Use-$0-
Total Assets$2,146,457$7,873,695▲ $5,727,238
Other Assets Total$301,141$0▼ $301,141
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,544,790--
Other Liabilities$33,845--
Accounts Payable and Accrued Expenses$24,138--
Total Liabilities$2,602,773$0▼ $2,602,773
Net Assets / Fund Balance
Unrestricted Net Assets$-513,207$7,572,554▲ $8,085,761
Temporarily Rstr Net Assets$56,891$301,141▲ $244,250
Total Net Assets Fund Balance$-456,316$7,873,695▲ $8,330,011
Total Liabilities and Net Assets / Fund Balance$2,146,457$7,873,695▲ $5,727,238

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$60,889$2,208$63,097
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Karen JohnsonVice President
Maria VegaDirector
Martha CervantezDirector
Mary BellDirector
Ing WelkerSecretary
Sam AndersonTreasurer
Sylvia GerardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,468,175
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$8,331,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$897,920
Salaries, Compensation, and Employee Benefits$239,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,945--$170,945
Interest$166,995--$166,995
Depreciation Depletion$150,953--$150,953
Fees for Services Management$76,256--$76,256
Other Employee Benefits$47,525--$47,525
Insurance$43,197--$43,197
Office Expenses$35,790--$35,790
Fees for Services Accounting$25,190--$25,190
Occupancy$22,400--$22,400
Payroll Taxes$20,663--$20,663
Other Expenses$16,566--$16,566
Fees for Services Legal$13,813--$13,813
Conferences and Meetings$10,740--$10,740
Advertising$2,175--$2,175
Total Functional Expenses$1,137,053$0$0$1,137,053
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

Filer Name
Pilgrim Terrace Cooperative Housing Inc
EIN
95-3465019
Phone
8056823618
Address
649 PILGRIM TERRACE DRIVE, SANTA BARBARA, CA 93101

Signing Officer

Name
Sylvia Gerard
Title
Treasurer
Signed
2015-11-30
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
9

Preparer

Firm
Ahart & Associates
Address
125 HABERSHAM DR, FAYETTEVILLE, GA 30214-1382
Preparer
Michael Ahart
Phone
7704616077
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Book-tax difference = -$1111”

Raw XML Appendix394 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/ProgramServiceRevenueGrp/Desc4VENDING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09119
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1235459
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28472343
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3745984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1235459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28472343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3745984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44272
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0908840
IRS990/PYProgramServiceRevenueAmt01201523
IRS990/PYRevenuesLessExpensesAmt032448
IRS990/PYSalariesCompEmpBnftPaidAmt0260235
IRS990/PYTotalExpensesAmt01169075
IRS990/PYTotalRevenueAmt01201523
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08331122
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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/BuildingsGrp/BookValueAmt060889
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02208
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt063097
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060889
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/ExplanationTxt2BOOK-TAX DIFFERENCE = -$1111
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt056891
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0301141
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02146457
IRS990/TotalAssetsEOYAmt07873695
IRS990/TotalAssetsGrp/BOYAmt02146457
IRS990/TotalAssetsGrp/EOYAmt07873695
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01137053
IRS990/TotalFunctionalExpensesGrp/TotalAmt01137053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02602773
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02602773
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-456316
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07873695
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0998
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0998
IRS990/TotalProgramServiceExpensesAmt01137053
IRS990/TotalProgramServiceRevenueAmt09468175
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09468175
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09468175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02146457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07873695
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-513207
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07572554
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA GERARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PILGRIM TERRACE COOPERATIVE HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0PILG
ReturnHeader/Filer/EIN0953465019
ReturnHeader/Filer/PhoneNum08056823618
ReturnHeader/Filer/USAddress/AddressLine1Txt0649 PILGRIM TERRACE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AHART & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 HABERSHAM DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0302141382
ReturnHeader/PreparerPersonGrp/PhoneNum07704616077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Ahart
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-30T07:49:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,873,695
Liabilities
$0
Net assets
$7,873,695
Revenue
$9,468,175
Expenses
$1,137,053
Net income
$8,331,122
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