Civic Intelligence

Rivera Gardens Affordable Housing

EIN 95-4602515 • 501(c)3 • Orange, CA

Profile

The mission of the organization is to lessen the burden of government, fostering support for and providing needed affordable housing, related services, assistance and relief to those who cannot afford the necessities of life.

758 S Rosalind DriveOrange, CA 92869

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

11262.50x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-37837250%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

6th percentile

-48%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$818,455

Down $756,745 (-48%) from 2023

Liabilities

Flat

$22,525

Flat from 2023

Net Assets

Down

$795,930

Down $756,745 (-49%) from 2023

Revenue

Down

$2

Down $128,998 (-100%) from 2023

Expenses

Up

$756,747

Up $690,557 (+1043%) from 2023

Net Income

Down

-$756,745

Down $819,555 (-1305%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $478,209Liabilities 2010: $0Net Assets 2010: $478,2092010Assets 2011: $547,586Liabilities 2011: $0Net Assets 2011: $547,5862011Assets 2012: $559,856Liabilities 2012: $16,693Net Assets 2012: $543,1632012Assets 2013: $522,696Liabilities 2013: $0Net Assets 2013: $522,6962013Assets 2014: $525,488Liabilities 2014: $0Net Assets 2014: $525,4882014Assets 2015: $531,078Liabilities 2015: $0Net Assets 2015: $531,0782015Assets 2016: $1,085,635Liabilities 2016: $0Net Assets 2016: $1,085,6352016Assets 2017: $1,082,285Liabilities 2017: $0Net Assets 2017: $1,082,2852017Assets 2018: $1,068,946Liabilities 2018: $0Net Assets 2018: $1,068,9462018Assets 2019: $1,100,444Liabilities 2019: $0Net Assets 2019: $1,100,4442019Assets 2020: $1,112,484Liabilities 2020: $0Net Assets 2020: $1,112,4842020Assets 2021: $1,187,218Liabilities 2021: $22,525Net Assets 2021: $1,164,6932021Assets 2022: $1,512,390Liabilities 2022: $22,525Net Assets 2022: $1,489,8652022Assets 2023: $1,575,200Liabilities 2023: $22,525Net Assets 2023: $1,552,6752023Assets 2024: $818,455Liabilities 2024: $22,525Net Assets 2024: $795,9302024

Highlighted filing

2024

Assets$818,455
Liabilities$22,525
Net Assets$795,930

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $520,637Expenses 2010: $44,118Net Income 2010: $476,5192010Revenue 2011: $501,300Expenses 2011: $431,923Net Income 2011: $69,3772011Revenue 2012: $556,466Expenses 2012: $560,889Net Income 2012: -$4,4232012Revenue 2013: $792,232Expenses 2013: $779,336Net Income 2013: $12,8962013Revenue 2014: $743,968Expenses 2014: $741,376Net Income 2014: $2,5922014Revenue 2015: $542,663Expenses 2015: $537,073Net Income 2015: $5,5902015Revenue 2016: $1,154,662Expenses 2016: $600,105Net Income 2016: $554,5572016Revenue 2017: $560,601Expenses 2017: $563,951Net Income 2017: -$3,3502017Revenue 2018: $1,917Expenses 2018: $15,256Net Income 2018: -$13,3392018Revenue 2019: $61,502Expenses 2019: $30,004Net Income 2019: $31,4982019Revenue 2020: $101,503Expenses 2020: $89,463Net Income 2020: $12,0402020Revenue 2021: $113,027Expenses 2021: $60,818Net Income 2021: $52,2092021Revenue 2022: $405,772Expenses 2022: $80,600Net Income 2022: $325,1722022Revenue 2023: $129,000Expenses 2023: $66,190Net Income 2023: $62,8102023Revenue 2024: $2Expenses 2024: $756,747Net Income 2024: -$756,7452024

Highlighted filing

2024

Revenue$2
Expenses$756,747
Net Income-$756,745

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.02$0.80$0.00$0.76$0.76
2023Summary only. Only limited summary data is available for this year.$1.58$0.02$1.55$0.13$0.07$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.02$1.49$0.41$0.08$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.02$1.16$0.11$0.06$0.05
2020Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.06$0.03$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.00$0.02$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.56$0.56$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$1.15$0.60$0.55
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.54$0.54$0.01
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.74$0.74$0.00
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.79$0.78$0.01
2012Summary only. Only limited summary data is available for this year.$0.56$0.02$0.54$0.56$0.56$0.00
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.50$0.43$0.07
2010Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.52$0.04$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2
Mission and Program Overview

Mission

The mission of the organization is to lessen the burden of government, fostering support for and providing needed affordable housing, related services, assistance and relief to those who cannot afford the necessities of life.

The mission of the organization is to promote, contribute to and support the production of affordable housing, and provide support for social, health, and assistance services to the elderly and persons with disabilities, people of low-income, and those who cannot afford the necessities of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$493,278$493,280▲ $2
Cash and Non-Interest-Bearing Accounts$531,922$325,175▼ $206,747
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,575,200$818,455▼ $756,745
Other Assets Total$550,000$0▼ $550,000
Liabilities
Accounts Payable and Accrued Expenses$22,525$22,525→ $0
Total Liabilities$22,525$22,525→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,552,675$795,930▼ $756,745
Total Net Assets Fund Balance$1,552,675$795,930▼ $756,745
Total Liabilities and Net Assets / Fund Balance$1,575,200$818,455▼ $756,745

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,242$10,242
Investment Program Related Org$493,280--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Filipe VosoughChief Executive Officer
Gregg RogersChief Financial Officer
Ken RobertsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$-756,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$756,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$36,000--$36,000
Office Expenses-$4,284-$4,284
Fees for Services Accounting-$1,405-$1,405
Other Expenses$139,598$50-$50
Total Functional Expenses$751,008$5,739$0$756,747
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
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 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Returns are circulated among the members for review and comment before they are filed.

Form 990, Part VI, Section B, Line 12C

Officers, directors, trustees and key employees conducting the day-to-day business of the corporation shall take the responsible steps to identify matters that could give rise to, or appear to be a conflict of interest. Each person shall be responsible for voluntarily disclosing, and providing a written notice of disclosure statement to the secretary of the board. Any statement required by this section shall briefly describe the name of the interested persons involved in such transaction, stating each person's relationship to the corporation, the nature of such person's interest in the transaction and, where practical, the amount of such an interest. All disclosures of potential conflicts of interest shall be made a matter of corporation record. All abstentions from voting or other activities because of potential conflicts of interest shall be noted in the minutes.

Form 990, Part VI, Section C, Line 19

The organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year upon request.

Filing and Contact Details

Filer

Filer Name
Rivera Gardens Affordable Housing
EIN
95-4602515
Phone
7148037200
Address
758 S ROSALIND DRIVE, ORANGE, CA 92869

Signing Officer

Name
Ken Robertson
Title
Secretary
Phone
7148037200
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Robertson
Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Evan C Fleschner
Phone
3178485700
Raw XML Appendix360 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/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010242
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010242
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0493280
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PARTNERSHIP INTEREST IN OWNER OF AFFORDABLE HOUSING
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0493280
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURNS ARE CIRCULATED AMONG THE MEMBERS FOR REVIEW AND COMMENT BEFORE THEY ARE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES CONDUCTING THE DAY-TO-DAY BUSINESS OF THE CORPORATION SHALL TAKE THE RESPONSIBLE STEPS TO IDENTIFY MATTERS THAT COULD GIVE RISE TO, OR APPEAR TO BE A CONFLICT OF INTEREST. EACH PERSON SHALL BE RESPONSIBLE FOR VOLUNTARILY DISCLOSING, AND PROVIDING A WRITTEN NOTICE OF DISCLOSURE STATEMENT TO THE SECRETARY OF THE BOARD. ANY STATEMENT REQUIRED BY THIS SECTION SHALL BRIEFLY DESCRIBE THE NAME OF THE INTERESTED PERSONS INVOLVED IN SUCH TRANSACTION, STATING EACH PERSON'S RELATIONSHIP TO THE CORPORATION, THE NATURE OF SUCH PERSON'S INTEREST IN THE TRANSACTION AND, WHERE PRACTICAL, THE AMOUNT OF SUCH AN INTEREST. ALL DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST SHALL BE MADE A MATTER OF CORPORATION RECORD. ALL ABSTENTIONS FROM VOTING OR OTHER ACTIVITIES BECAUSE OF POTENTIAL CONFLICTS OF INTEREST SHALL BE NOTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0272243825
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.81000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0VINTAGE OAKS - SENIOR APARTMENTS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt01022457
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt07340 STOCK RANCH ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CITRUS HEIGHTS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd095621
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01575200
IRS990/TotalAssetsEOYAmt0818455
IRS990/TotalAssetsGrp/BOYAmt01575200
IRS990/TotalAssetsGrp/EOYAmt0818455
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05739
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0751008
IRS990/TotalFunctionalExpensesGrp/TotalAmt0756747
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022525
IRS990/TotalLiabilitiesEOYAmt022525
IRS990/TotalLiabilitiesGrp/BOYAmt022525
IRS990/TotalLiabilitiesGrp/EOYAmt022525
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01552675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0795930
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0751008
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01575200
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0818455
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0758 S ROSALIND DRIVE
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092869
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07148037200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVERA GARDENS AFFORDABLE HOUSING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0954602515
ReturnHeader/Filer/PhoneNum07148037200
ReturnHeader/Filer/USAddress/AddressLine1Txt0758 S ROSALIND DRIVE
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351750664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAUBY O'CONNOR & ZALESKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 CONGRESSIONAL BLVD 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178485700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVAN C FLESCHNER
ReturnHeader/ReturnTs02025-11-17T15:07:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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