Civic Intelligence

Pilgrim Terrace Cooperative Homes

990 • Fiscal year 2019 • EIN 95-3465019

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

44th percentile

0.11x

Higher debt load relative to assets than 44% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

2.02x

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

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

Net Margin

3rd percentile

-89%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

35th percentile

$90,248

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

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

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

59th percentile

7.5%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$9,005,035

Down $330,401 (-3.5%) from 2018

Net Assets

Down

$8,049,945

Down $292,473 (-3.5%) from 2018

Liabilities

Down

$955,090

Down $37,928 (-3.8%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin3rd percentile

Revenue

Up

$471,873

Up $32,723 (+7.5%) from 2018

Expenses

Up

$893,668

Up $114,589 (+15%) from 2018

Net Income

Down

-$421,795

Down $81,866 (-24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$9,005,035
Liabilities$955,090
Net Assets$8,049,945
Open 2019 Filing

Operations Trend

Revenue Growth59th 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

2019

Revenue$471,873
Expenses$893,668
Net Income-$421,795
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$2,334,766
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$7,528,618$6,824,585▼ $704,033
Cash and Non-Interest-Bearing Accounts$237,563$198,788▼ $38,775
Land, Buildings, and Equipment, Net$43,989$31,771▼ $12,218
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,335,436$9,005,035▼ $330,401
Other Assets Total$1,525,266$1,949,891▲ $424,625
Liabilities
Other Liabilities$955,090$955,090→ $0
Accounts Payable and Accrued Expenses$37,928--
Total Liabilities$993,018$955,090▼ $37,928
Net Assets / Fund Balance
Unrestricted Net Assets$8,342,418$8,049,945▼ $292,473
Total Net Assets Fund Balance$8,342,418$8,049,945▼ $292,473
Total Liabilities and Net Assets / Fund Balance$9,335,436$9,005,035▼ $330,401

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,309$42,552$70,861
Other Land Buildings$3,462$4,462$7,924
Other Assets Org$955,090--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John JeffriesChairmanFT$77,732$12,516$90,248
Manny AyalaExecutive DirectorFT$25,726$16,191$41,917

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
$60,622
Program Service Revenue
$62,975
Investment Income
$348,276
Other Revenue
$0
All Other Contributions
$22,565
Change in Net Assets
$-421,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$449,667
Salaries, Compensation, and Employee Benefits$444,001
Total Fundraising Expense$59,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,737$49,068$24,534$245,339
Current Officers, Directors, Trustees, and Key Employees$72,421$20,692$10,346$103,459
Other Employee Benefits$46,028$13,151$6,575$65,754
Fees for Service Investment Mgmnt Fees-$60,888-$60,888
Insurance$42,887$10,722-$53,609
Advertising$10,954$10,954$14,605$36,513
Payroll Taxes$20,614$5,890$2,945$29,449
Office Expenses-$20,338-$20,338
Fees for Services Accounting$16,833$1,870-$18,703
Depreciation Depletion$10,996$1,222-$12,218
Fees for Services Legal$10,716$1,191-$11,907
All Other Expenses$3,661$4,700-$8,361
Other Expenses$4,901--$4,901
Travel$852$3,408-$4,260
Fees for Services Other$4,207--$4,207
Total Functional Expenses$630,569$204,094$59,005$893,668
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
2020-05-14
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
28
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 503 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 36,000 MEALS TO THE COMMUNITY. DISTRIBUTED FRESHLY GROWN PRODUCE TO RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES. THROUGH OUR DISTRIBUTION EFFORTS WE DISTRIBUTED 100,000 LBS OF PRODUCE TO IDENTIFIED FOOD DESERTS IN SANTA BARBARA COUNTY, THROUGH THE CITIZENS EMERGENCY RESPONSE TEAM (C.E.R.T.).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.WE HELPED THE RESIDENTS COORDINATE TRIAGE METHODS IN THE EVENT OF DISASTER, WITH ONE NUTRITIONAL MEAL PER DAY WE ACHIEVED 40% LESS CALLS TO SERVICE, WITH THE VISITING NURSE PROGRAM WE DOCUMENTED LOWER BLOOD SUGAR LEVELS AND LOWER BLOOD PRESSURES.CREATED A TRANSPORTATION PROGRAM THAT IS RUNNING SMOOTHLY AND TAKING RESIDENTS GROCERY SHOPPING, DOCTORS APPOINTMENTS, FIELD TRIPS, AND OTHER EXTRACURRICULAR ACTIVITIES.
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt06824585
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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/NetAssetsOrFundBalancesBOYAmt08342418
IRS990/NetAssetsOrFundBalancesEOYAmt08049945
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt039163
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039163
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0129322
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020338
IRS990/OfficeExpensesGrp/TotalAmt020338
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01525266
IRS990/OtherAssetsTotalGrp/EOYAmt01949891
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06575
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013151
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046028
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065754
IRS990/OtherExpensesGrp/Desc0KITCHEN FOOD & SERVICE
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION SERVICE
IRS990/OtherExpensesGrp/Desc2FACILITY EXPENSES
IRS990/OtherExpensesGrp/Desc3ACTIVITY EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0158373
IRS990/OtherExpensesGrp/ProgramServicesAmt130763
IRS990/OtherExpensesGrp/ProgramServicesAmt224626
IRS990/OtherExpensesGrp/ProgramServicesAmt34901
IRS990/OtherExpensesGrp/TotalAmt0158373
IRS990/OtherExpensesGrp/TotalAmt130763
IRS990/OtherExpensesGrp/TotalAmt224626
IRS990/OtherExpensesGrp/TotalAmt34901
IRS990/OtherLiabilitiesGrp/BOYAmt0955090
IRS990/OtherLiabilitiesGrp/EOYAmt0955090
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024534
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049068
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0171737
IRS990/OtherSalariesAndWagesGrp/TotalAmt0245339
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02945
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05890
IRS990/PayrollTaxesGrp/ProgramServicesAmt020614
IRS990/PayrollTaxesGrp/TotalAmt029449
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KAREN JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Donations
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt062975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt062975
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt030192
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0382824
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0476650
IRS990/PYProgramServiceRevenueAmt026134
IRS990/PYRevenuesLessExpensesAmt0-339929
IRS990/PYSalariesCompEmpBnftPaidAmt0302429
IRS990/PYTotalExpensesAmt0779079
IRS990/PYTotalRevenueAmt0439150
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-421795
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt062975
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0194495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0285309
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0309113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0264462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0265432
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0221514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09119
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01069640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026134
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt072059
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0117560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0986713
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01265441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0309113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0264462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0265432
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0221514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01069640
IRS990ScheduleA/InvestmentIncomeCYPct00.40820
IRS990ScheduleA/InvestmentIncomePYPct00.22440
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59180
IRS990ScheduleA/PublicSupportPY509Pct00.77560
IRS990ScheduleA/PublicSupportTotal509Amt01550750
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0266554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0986713
IRS990ScheduleA/Total509Grp/TotalAmt01550750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0432710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0320788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0531986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0339074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0995832
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02620390
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt028309
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042552
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt070861
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1944801
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2955090
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN SB FDN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM TERRACE FOUNDATION

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,005,035
Liabilities
$955,090
Net assets
$8,049,945
Revenue
$471,873
Expenses
$893,668
Net income
-$421,795
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
2019Detailed filing. Detailed filing data is available for this year.$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