Civic Intelligence

Urban Communities Preservation Housing Corporation

EIN 95-4818131 • 501(c)3 • San Marino, CA

Profile

Providing low income residential rental housing to individuals in the communities in southern california.

2275 Huntington Drive 536San Marino, CA 91108

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

1.29x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

4.52x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

56th percentile

7.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,026,680

Up $988,217 (+9.8%) from 2023

Liabilities

Up

$14,181,573

Up $764,161 (+5.7%) from 2023

Net Assets

Up

-$3,154,893

Up $224,056 (+6.6%) from 2023

Revenue

Up

$3,137,061

Up $346,717 (+12%) from 2023

Expenses

Up

$2,913,005

Up $158,280 (+5.7%) from 2023

Net Income

Up

$224,056

Up $188,437 (+529%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2011: $8,291,403Liabilities 2011: $10,794,321Net Assets 2011: -$2,502,9182011Assets 2012: $8,559,445Liabilities 2012: $14,241,072Net Assets 2012: -$5,681,6272012Assets 2013: $8,415,087Liabilities 2013: $14,644,970Net Assets 2013: -$6,229,8832013Assets 2014: $9,043,085Liabilities 2014: $15,100,113Net Assets 2014: -$6,057,0282014Assets 2015: $9,837,348Liabilities 2015: $17,005,291Net Assets 2015: -$7,167,9432015Assets 2016: $9,578,852Liabilities 2016: $17,392,407Net Assets 2016: -$7,813,5552016Assets 2017: $9,397,408Liabilities 2017: $17,803,152Net Assets 2017: -$8,405,7442017Assets 2018: $9,317,900Liabilities 2018: $16,686,018Net Assets 2018: -$7,368,1182018Assets 2019: $9,026,378Liabilities 2019: $17,231,717Net Assets 2019: -$8,205,3392019Assets 2020: $9,434,854Liabilities 2020: $15,597,120Net Assets 2020: -$6,162,2662020Assets 2021: $9,330,111Liabilities 2021: $12,217,666Net Assets 2021: -$2,887,5552021Assets 2022: $9,729,699Liabilities 2022: $12,781,820Net Assets 2022: -$3,052,1212022Assets 2023: $10,038,463Liabilities 2023: $13,417,412Net Assets 2023: -$3,378,9492023Assets 2024: $11,026,680Liabilities 2024: $14,181,573Net Assets 2024: -$3,154,8932024

Highlighted filing

2024

Assets$11,026,680
Liabilities$14,181,573
Net Assets-$3,154,893

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,321,174Expenses 2011: $1,260,238Net Income 2011: $60,9362011Revenue 2012: $1,381,000Expenses 2012: $1,678,723Net Income 2012: -$297,7232012Revenue 2013: $1,385,465Expenses 2013: $1,679,412Net Income 2013: -$293,9472013Revenue 2014: $1,395,488Expenses 2014: $1,837,475Net Income 2014: -$441,9872014Revenue 2015: $1,446,014Expenses 2015: $2,556,929Net Income 2015: -$1,110,9152015Revenue 2016: $1,582,355Expenses 2016: $2,227,967Net Income 2016: -$645,6122016Revenue 2017: $1,835,420Expenses 2017: $2,407,755Net Income 2017: -$572,3352017Revenue 2018: $3,630,701Expenses 2018: $2,294,396Net Income 2018: $1,336,3052018Revenue 2019: $2,139,698Expenses 2019: $2,380,423Net Income 2019: -$240,7252019Revenue 2020: $2,221,506Expenses 2020: $2,528,433Net Income 2020: -$306,9272020Revenue 2021: $2,411,545Expenses 2021: $2,408,099Net Income 2021: $3,4462021Revenue 2022: $2,631,136Expenses 2022: $2,795,702Net Income 2022: -$164,5662022Revenue 2023: $2,790,344Expenses 2023: $2,754,725Net Income 2023: $35,6192023Revenue 2024: $3,137,061Expenses 2024: $2,913,005Net Income 2024: $224,0562024

Highlighted filing

2024

Revenue$3,137,061
Expenses$2,913,005
Net Income$224,056

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$14.2$3.15$3.14$2.91$0.22
2023Detailed filing. Detailed filing data is available for this year.$10.0$13.4$3.38$2.79$2.75$0.04
2022Detailed filing. Detailed filing data is available for this year.$9.73$12.8$3.05$2.63$2.80$0.16
2021Detailed filing. Detailed filing data is available for this year.$9.33$12.2$2.89$2.41$2.41$0.00
2020Detailed filing. Detailed filing data is available for this year.$9.43$15.6$6.16$2.22$2.53$0.31
2019Detailed filing. Detailed filing data is available for this year.$9.03$17.2$8.21$2.14$2.38$0.24
2018Detailed filing. Detailed filing data is available for this year.$9.32$16.7$7.37$3.63$2.29$1.34
2017Detailed filing. Detailed filing data is available for this year.$9.40$17.8$8.41$1.84$2.41$0.57
2016Detailed filing. Detailed filing data is available for this year.$9.58$17.4$7.81$1.58$2.23$0.65
2015Detailed filing. Detailed filing data is available for this year.$9.84$17.0$7.17$1.45$2.56$1.11
2014Detailed filing. Detailed filing data is available for this year.$9.04$15.1$6.06$1.40$1.84$0.44
2013Detailed filing. Detailed filing data is available for this year.$8.42$14.6$6.23$1.39$1.68$0.29
2012Summary only. Only limited summary data is available for this year.$8.56$14.2$5.68$1.38$1.68$0.30
2011Summary only. Only limited summary data is available for this year.$8.29$10.8$2.50$1.32$1.26$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,137,061
Mission and Program Overview

Mission

Providing low income residential rental housing to individuals in the communities in southern california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,656,009$6,183,729▼ $472,280
Cash and Non-Interest-Bearing Accounts$1,969,202$3,305,308▲ $1,336,106
Intangible Assets$219,806$211,485▼ $8,321
Prepaid Expenses and Deferred Charges$70,392$79,503▲ $9,111
Accounts Receivable$9,789$47,544▲ $37,755
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-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$10,038,463$11,026,680▲ $988,217
Other Assets Total$1,113,265$1,199,111▲ $85,846
Liabilities
Other Liabilities$10,081,711$11,248,879▲ $1,167,168
Mortgage Notes Payable Secured by Investment Property$3,322,151$2,898,377▼ $423,774
Deferred Revenue$11,901$27,649▲ $15,748
Accounts Payable and Accrued Expenses$1,649$6,668▲ $5,019
Total Liabilities$13,417,412$14,181,573▲ $764,161
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-3,378,949$-3,154,893▲ $224,056
Total Net Assets Fund Balance$-3,378,949$-3,154,893▲ $224,056
Total Liabilities and Net Assets / Fund Balance$10,038,463$11,026,680▲ $988,217

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,834,044$6,281,442$8,115,486
Leasehold Improvements$1,866,658$1,106,513$2,973,171
Land$2,476,924-$2,476,924
Equipment$6,103$15,023$21,126
Other Assets Org$121,756--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Luis LorenzoPresident
Alfred F Coppier JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,136,290
Investment Income
$771
Other Revenue
$0
Change in Net Assets
$224,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,913,005
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
Interest$1,204,773--$1,204,773
Depreciation Depletion$480,601--$480,601
All Other Expenses$229,622--$229,622
Fees for Services Management$124,561--$124,561
Insurance$114,545--$114,545
Other Expenses$66,095--$66,095
Advertising$51,907--$51,907
Office Expenses$11,211--$11,211
Fees for Services Accounting$10,750--$10,750
Fees for Services Legal$10,110--$10,110
Total Functional Expenses$2,913,005$0$0$2,913,005
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
Acrrued Interest - Archimedes LLC$11,126,715
Security Deposit$118,702
Accrued Interest$3,462
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

A draft copy of the tax return was provided to the Organization's Board of Directors who reviewed the tax return prior to filing to the respective agencies.

Form 990, Part VI, Section C, Line 19

The Organization's managing agent BEACON PRFOPERTY MANAGEMENT is the custodian of governing documents and financial records and upon request can make them available to the public.As noted in Section B / Question 12(a) the Organization has a written conflict of interest policy and can provided for public inspection by the Organization itself.

Filing and Contact Details

Filer

Filer Name
Urban Communities Preservation
EIN
95-4818131
Phone
8183778100
Address
2275 HUNTINGTON DRIVE 536, SAN MARINO, CA 91108

Signing Officer

Name
Alfred F Coppier Jr
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Hoffman Short an Accountancy Corp
Address
1037 PARK VIEW DR, COVINA, CA 91724
Preparer
Joanne Hoffman
Phone
6269320100
Supplemental Narrative

Additional Explanations

Statement Note 1

URBAN COMMUNITIES PRESERVATION HOUSING CORPORATIONFEIN 95-4818131FORM 990PART X - Balance SheetLine 23 Beginning End of year of yearMortgages and Notes Payable - consists of the following:3.20% interest rate mortgage note payable; dated 05/29/2015; monthly payments of principal and interestof $39,392; maturing 06/01/2050; secured by land and building $ 2,132,597 $ 1,722,15110.0% interest rate residual receipt note payable to Archimedes Equities, LLC; compounded annually; dated04/02/2003; secured by land and building 1,600,000 1,600,000 TOTAL MORTGAGE AND OTHER NOTES PAYABLE $ 3,732,597 $ 3,322,151

Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt06281442
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt015023
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1121756
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT ACCOUNTS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111126715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2118702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACRRUED INTEREST - ARCHIMEDES LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06183729
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IRS990ScheduleD/TotalLiabilityAmt011248879
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of the tax return was provided to the Organization's Board of Directors who reviewed the tax return prior to filing to the respective agencies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization's managing agent BEACON PRFOPERTY MANAGEMENT is the custodian of governing documents and financial records and upon request can make them available to the public.As noted in Section B / Question 12(a) the Organization has a written conflict of interest policy and can provided for public inspection by the Organization itself.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2URBAN COMMUNITIES PRESERVATION HOUSING CORPORATIONFEIN 95-4818131FORM 990PART X - Balance SheetLine 23 Beginning End of year of yearMortgages and Notes Payable - consists of the following:3.20% interest rate mortgage note payable; dated 05/29/2015; monthly payments of principal and interestof $39,392; maturing 06/01/2050; secured by land and building $ 2,132,597 $ 1,722,15110.0% interest rate residual receipt note payable to Archimedes Equities, LLC; compounded annually; dated04/02/2003; secured by land and building 1,600,000 1,600,000 TOTAL MORTGAGE AND OTHER NOTES PAYABLE $ 3,732,597 $ 3,322,151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement Note 1
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IRS990/USAddress/AddressLine1Txt02275 HUNTINGTON DRIVE 536
IRS990/USAddress/CityNm0SAN MARINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091108
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED F COPPIER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URBAN COMMUNITIES PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOUSING CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0URBA
ReturnHeader/Filer/EIN0954818131
ReturnHeader/Filer/PhoneNum08183778100
ReturnHeader/Filer/USAddress/AddressLine1Txt02275 HUNTINGTON DRIVE 536
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813709413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN SHORT AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA

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