Civic Intelligence

Pilgrim Terrace Cooperative Homes

990 • Fiscal year 2018 • EIN 95-3465019

Jul 01, 2017 to Jun 30, 2018 • Filed on Jun 23, 2019

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

43rd percentile

0.11x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

2.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$95,614

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

18th percentile

-6.0%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Flat

$9,335,436

Flat from 2018

Net Assets

Flat

$8,342,418

Flat from 2018

Liabilities

Flat

$993,018

Flat from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin4th percentile

Revenue

Flat

$439,150

Flat from 2018

Expenses

Flat

$779,079

Flat from 2018

Net Income

Flat

-$339,929

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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 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

2018

Assets$9,335,436
Liabilities$993,018
Net Assets$8,342,418
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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 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

2018

Revenue$439,150
Expenses$779,079
Net Income-$339,929
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jun 23, 2019
Return Version
2017v2.2
Gross Receipts
$1,834,628
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,015,423$7,528,618▼ $486,805
Cash and Non-Interest-Bearing Accounts$90,858$237,563▲ $146,705
Accounts Receivable$100,244$0▼ $100,244
Land, Buildings, and Equipment, Net$177,637$43,989▼ $133,648
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,934,162$9,335,436▼ $598,726
Other Assets Total$1,550,000$1,525,266▼ $24,734
Liabilities
Other Liabilities$1,500,000$955,090▼ $544,910
Accounts Payable and Accrued Expenses$9,084$37,928▲ $28,844
Total Liabilities$1,509,084$993,018▼ $516,066
Net Assets / Fund Balance
Unrestricted Net Assets$8,425,078$8,342,418▼ $82,660
Total Net Assets Fund Balance$8,425,078$8,342,418▼ $82,660
Total Liabilities and Net Assets / Fund Balance$9,934,162$9,335,436▼ $598,726

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,395$31,466$70,861
Other Land Buildings$4,594$3,330$7,924
Other Assets Org$955,090--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John JeffriesExecutive DirectorFT$45,463$50,151$95,614

Board Members and Trustees

NameTitle
Karen JohnsonPresident
Samantha AndersonVice President
Alice San Andreas-callejaDirector
Armando RiveraDirector
Marc ErmacDirector
Sebastian Aldana JrDirector
Martha CervantezSecretary
Terrie CoderoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,192
Program Service Revenue
$26,134
Investment Income
$382,824
Other Revenue
$0
Change in Net Assets
$-339,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$476,650
Salaries, Compensation, and Employee Benefits$302,429
Total Fundraising Expense$41,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,116$36,604$18,302$183,022
Fees for Service Investment Mgmnt Fees-$67,666-$67,666
Other Employee Benefits$39,385$11,253$5,626$56,264
All Other Expenses$46,396$2,035$7,316$55,747
Current Officers, Directors, Trustees, and Key Employees$31,824$9,093$4,547$45,464
Fees for Services Accounting$37,680$4,187-$41,867
Insurance$23,345$5,836-$29,181
Office Expenses$5,614$22,456-$28,070
Other Expenses$13,660$3,903$1,951$19,514
Payroll Taxes$12,375$3,536$1,768$17,679
Fees for Services Legal$13,932$1,548-$15,480
Depreciation Depletion$10,996$1,222-$12,218
Advertising$1,131$2,262$2,262$5,655
Total Functional Expenses$542,428$194,879$41,772$779,079
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$955,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Line 11B: Form 990 Review Process

“The executive director reviews the return before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members may not participate in a board action in which they have a conflict.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board looks at comparable salaries of executive directors at similar non-profit organizations in the santa barbara area. The executive director reviews salaries for other top management officials.”

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

“Documents are made available upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Manny Ayala
Title
Executive Director
Signed
2019-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Johnson
Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
23
Volunteers
13

Preparer

Firm
Walpole & Co LLP
Address
70 Santa Felicia Drive, Goleta, CA 93117
Preparer
Mark Jackson CPA
Phone
8055699864
Raw XML AppendixShowing 400 of 490 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/Desc0PILGRIM TERRACE COOPERATIVE HOMES FOOD PROGRAM: CONTINUING TO SERVE 93 RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOME PROVIDING ONE HEALTHY MEAL A DAY FIVE DAYS WEEK. THE PROGRAM INCLUDES DELIVERY OF MEALS TO DISABLED RESIDENTS THAT ARE UNABLE TO JOIN THE COMMON DINNING ROOM. THE PROGRAM HAS GROWN BY DOUBLE WITHIN THE LAST YEAR.LUNCH PROGRAM SERVED 32,000 MEALS TO THE COMMUNITY.DISTRIBUTED FRESHLY GROWN PRODUCE TO RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES.IMPLEMENTED PHYSICAL FITNESS AND YOGA CLASSES FOR THE RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES.IMPROVED PHYSICAL AND MENTAL HEALTH OF MORE THAN 43% OF THE RESIDENTS.CREATED A TRANSPORTATION PROGRAM THAT IS RUNNING SMOOTHLY AND TAKING RESIDENTS GROCERY SHOPPING, DOCTORS APPOINTMENTS, FIELD TRIPS, AND OTHER EXTRACURRICULAR ACTIVITIES.REDUCE CALL SERVICE BY 30% DUE TO OUR NUTRITION PROGRAM.ESTABLISHED A VISITING NURSE PROGRAM TO HAVE A "CHECK-UP PROGRAM".IMPLEMENTED EMERGENCY SERVICES PROGRAM TO HEAL RESIDENTS RESOLVE ANY EMERGENCY ISSUES.PARTICIPATED AND PROVIDED LUNCHES TO 500 PEOPLE FOR THE ALZHEIMER WALK.PARTICIPATED AND PROVIDED LUNCHES TO 500 FOR THE JUNIOR DIABETES RESEARCH FOUNDATION.
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IRS990/LandBldgEquipCostOrOtherBssAmt078785
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0121430
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01274048
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SOCIAL SERVICE ASSISTANCE TO THE ELDERLY AND DISABLED IN SANTA BARBARA, CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08425078
IRS990/NetAssetsOrFundBalancesEOYAmt08342418
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0118362
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0118362
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0258222
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022456
IRS990/OfficeExpensesGrp/ProgramServicesAmt05614
IRS990/OfficeExpensesGrp/TotalAmt028070
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01550000
IRS990/OtherAssetsTotalGrp/EOYAmt01525266
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05626
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011253
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039385
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056264
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc1VEHICLE OPERATIONG AND MAINT.
IRS990/OtherExpensesGrp/Desc2PAYROLL PROCESSING
IRS990/OtherExpensesGrp/Desc3WORKERS COMP INSURANCE
IRS990/OtherExpensesGrp/FundraisingAmt01951
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023278
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13903
IRS990/OtherExpensesGrp/ProgramServicesAmt0148262
IRS990/OtherExpensesGrp/ProgramServicesAmt129712
IRS990/OtherExpensesGrp/ProgramServicesAmt213660
IRS990/OtherExpensesGrp/TotalAmt0148262
IRS990/OtherExpensesGrp/TotalAmt129712
IRS990/OtherExpensesGrp/TotalAmt223278
IRS990/OtherExpensesGrp/TotalAmt319514
IRS990/OtherLiabilitiesGrp/BOYAmt01500000
IRS990/OtherLiabilitiesGrp/EOYAmt0955090
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018302
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036604
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128116
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183022
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01768
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03536
IRS990/PayrollTaxesGrp/ProgramServicesAmt012375
IRS990/PayrollTaxesGrp/TotalAmt017679
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KAREN JOHNSON
IRS990/PriorPeriodAdjustmentsAmt0-953
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Donations
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026134
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0194495
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03705
IRS990/PYInvestmentIncomeAmt01299844
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0547597
IRS990/PYOtherRevenueAmt01259
IRS990/PYProgramServiceRevenueAmt072059
IRS990/PYRevenuesLessExpensesAmt0533237
IRS990/PYSalariesCompEmpBnftPaidAmt0483118
IRS990/PYTotalExpensesAmt01034420
IRS990/PYTotalRevenueAmt01567657
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-339929
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026134
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0194495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0224687
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0264462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0265432
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0221514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09119
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0760527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026134
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt072059
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0117560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0986713
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01201523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02403989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0264462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0265432
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0221514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0760527
IRS990ScheduleA/InvestmentIncomeCYPct00.22440
IRS990ScheduleA/InvestmentIncomePYPct00.11690
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77560
IRS990ScheduleA/PublicSupportPY509Pct00.88310
IRS990ScheduleA/PublicSupportTotal509Amt02628676
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0266554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0986713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01201523
IRS990ScheduleA/Total509Grp/TotalAmt02628676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0320788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0531986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0339074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0995832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01201523
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03389203
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt039395
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031466
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt070861
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1518976
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21200
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3955090
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN SB FDN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM TERRACE FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2EMPLOYEE ADVANCES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3NOTE RECEIVABLE-PT AFFORDABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04594
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03330
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0955090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043989
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01525266

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,335,436
Liabilities
$993,018
Net assets
$8,342,418
Revenue
$439,150
Expenses
$779,079
Net income
-$339,929
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
2018Detailed filing. Detailed filing data is available for this year.$9.34$0.99$8.34$0.44$0.78$0.34
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