Civic Intelligence

Urban Communities Preservation Housing Corporation

990 • Fiscal year 2019 • EIN 95-4818131

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization ProfileN/A
2275 Huntington DriveSan Marino, CA 91108

(818) 377-8100

Siviq Scores

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

Liabilities / Assets

98th percentile

1.91x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

8.05x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-3.1%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$9,026,378

Down $291,522 (-3.1%) from 2018

Net Assets

Down

-$8,205,339

Down $837,221 (-11%) from 2018

Liabilities

Up

$17,231,717

Up $545,699 (+3.3%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin18th percentile

Revenue

Down

$2,139,698

Down $1,491,003 (-41%) from 2018

Expenses

Up

$2,380,423

Up $86,027 (+3.7%) from 2018

Net Income

Down

-$240,725

Down $1,577,030 (-118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$9,026,378
Liabilities$17,231,717
Net Assets-$8,205,339
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$2,139,698
Expenses$2,380,423
Net Income-$240,725
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$2,139,698
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$6,909,440$6,802,426▼ $107,014
Other Notes and Loans Receivable, Net$700,000$700,000→ $0
Cash and Non-Interest-Bearing Accounts$652,116$428,725▼ $223,391
Intangible Assets$261,411$253,090▼ $8,321
Prepaid Expenses and Deferred Charges$22,737$24,346▲ $1,609
Accounts Receivable$2,495$1,645▼ $850
Savings and Temporary Cash Investments-$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$9,317,900$9,026,378▼ $291,522
Other Assets Total$769,701$816,146▲ $46,445
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,973,744$10,798,444▼ $175,300
Other Liabilities$5,708,555$6,425,022▲ $716,467
Deferred Revenue$3,719$8,251▲ $4,532
Total Liabilities$16,686,018$17,231,717▲ $545,699
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-7,368,118$-8,205,339▼ $837,221
Total Net Assets Fund Balance$-7,368,118$-8,205,339▼ $837,221
Total Liabilities and Net Assets / Fund Balance$9,317,900$9,026,378▼ $291,522

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,309,603$4,805,883$8,115,486
Land$2,476,924-$2,476,924
Leasehold Improvements$1,012,501$355,323$1,367,824
Equipment$3,398$10,189$13,587
Other Assets Org$98,204--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Luis LorenzoPresident
Alfred F Coppier JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,139,028
Investment Income
$670
Other Revenue
$0
Change in Net Assets
$-240,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,380,423
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$1,015,326--$1,015,326
Depreciation Depletion$385,739--$385,739
All Other Expenses$213,935--$213,935
Fees for Services Management$85,821--$85,821
Other Expenses$50,179--$50,179
Insurance$44,707--$44,707
Advertising$31,590--$31,590
Office Expenses$15,588--$15,588
Fees for Services Accounting$10,700--$10,700
Fees for Services Legal$1,410--$1,410
Total Functional Expenses$2,380,423$0$0$2,380,423
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$6,302,289
Security Deposit$98,204
Accrued Interest$24,529
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“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, SAN MARINO, CA 91108

Signing Officer

Name
Alfred F Coppier Jr
Title
Treasurer
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724
Preparer
Aneela DeWinter
Phone
6269320100
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - URBAN COMMUNITIES PRESERVATION HOUSING CORPORATIONFEIN 95-4818131FORM 990PART X - Balance SheetLine 7 Beginning End of year of yearNote Receivable - consists of the following:$700,000 non-interest bearing residual receipt note receivable; dated 06/15/2014; due upon demand $ 700,000 $ 700,000”

Client Note 2

“Client Note 2 - 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 $ 9,373,744 9,198,44410.0% interest rate residual receipt note payable to Archimedes Equities, LLC; compounded annually; dated04/02/2003; secured by land and building 1,600,000 1,600,000TOTAL MORTGAGE AND OTHER NOTES PAYABLE $ 10,973,774 $ 10,798,444”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Distribution of 2018 surplus cash = -$596496”

Raw XML AppendixShowing 400 of 413 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt02495
IRS990/AccountsReceivableGrp/EOYAmt01645
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING LOW INCOME RESIDENTIAL RENTAL HOUSING TO INDIVIDUALS IN THE COMMUNITIES IN SOUTHERN CALIFORNIA.
IRS990/AdvertisingGrp/ProgramServicesAmt031590
IRS990/AdvertisingGrp/TotalAmt031590
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0213935
IRS990/AllOtherExpensesGrp/TotalAmt0213935
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BEACON PROPERTY MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum09099875786
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08247 White Oak Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rancho Cucamonga
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091730
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0652116
IRS990/CashNonInterestBearingGrp/EOYAmt0428725
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0670
IRS990/CYOtherExpensesAmt02380423
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02139028
IRS990/CYRevenuesLessExpensesAmt0-240725
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02380423
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02139698
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03719
IRS990/DeferredRevenueGrp/EOYAmt08251
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0385739
IRS990/DepreciationDepletionGrp/TotalAmt0385739
IRS990/Desc0PROVIDED LOW INCOME RESIDENTIAL RENTAL HOUSING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02380423
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010700
IRS990/FeesForServicesAccountingGrp/TotalAmt010700
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01410
IRS990/FeesForServicesLegalGrp/TotalAmt01410
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt085821
IRS990/FeesForServicesManagementGrp/TotalAmt085821
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0LUIS LORENZO
IRS990/Form990PartVIISectionAGrp/PersonNm1ALFRED F COPPIER JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02139698
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt044707
IRS990/InsuranceGrp/TotalAmt044707
IRS990/IntangibleAssetsGrp/BOYAmt0261411
IRS990/IntangibleAssetsGrp/EOYAmt0253090
IRS990/InterestGrp/ProgramServicesAmt01015326
IRS990/InterestGrp/TotalAmt01015326
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0670
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0670
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05171395
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06909440
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06802426
IRS990/LandBldgEquipCostOrOtherBssAmt011973821
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDING LOW INCOME RESIDENTIAL RENTAL HOUSING TO INDIVIDUALS IN THE COMMUNITIES IN SOUTHERN CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010973744
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010798444
IRS990/NetAssetsOrFundBalancesBOYAmt0-7368118
IRS990/NetAssetsOrFundBalancesEOYAmt0-8205339
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-7368118
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-8205339
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt015588
IRS990/OfficeExpensesGrp/TotalAmt015588
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0769701
IRS990/OtherAssetsTotalGrp/EOYAmt0816146
IRS990/OtherChangesInNetAssetsAmt0-596496
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SALARIES AND WAGES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3TRASH REMOVAL
IRS990/OtherExpensesGrp/ProgramServicesAmt0301624
IRS990/OtherExpensesGrp/ProgramServicesAmt1122836
IRS990/OtherExpensesGrp/ProgramServicesAmt2100968
IRS990/OtherExpensesGrp/ProgramServicesAmt350179
IRS990/OtherExpensesGrp/TotalAmt0301624
IRS990/OtherExpensesGrp/TotalAmt1122836
IRS990/OtherExpensesGrp/TotalAmt2100968
IRS990/OtherExpensesGrp/TotalAmt350179
IRS990/OtherLiabilitiesGrp/BOYAmt05708555
IRS990/OtherLiabilitiesGrp/EOYAmt06425022
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0700000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0700000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022737
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024346
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DAMAGES AND CLEANING FEE
IRS990/ProgramServiceRevenueGrp/Desc1NSF & LATE CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER RELATED FEES
IRS990/ProgramServiceRevenueGrp/Desc3RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038735
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114795
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24165
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32081333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32081333
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01631400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0578
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02294396
IRS990/PYOtherRevenueAmt03705
IRS990/PYProgramServiceRevenueAmt01995018
IRS990/PYRevenuesLessExpensesAmt01336305
IRS990/PYTotalExpensesAmt02294396
IRS990/PYTotalRevenueAmt03630701
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-240725
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02139028
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01631400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01631400
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0578
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0515
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0407
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0408
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02134863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01990993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01824274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01566700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01432110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08948940
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02578
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04165
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07730
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt010631
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015248
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt013496
IRS990ScheduleA/OtherIncome509Grp/TotalAmt051270
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99350
IRS990ScheduleA/PublicSupportTotal509Amt010580340
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02134863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03622393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01824274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01566700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01432110
IRS990ScheduleA/Total509Grp/TotalAmt010580340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02139698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03630701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01835420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01582355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01446014
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010634188
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03309603
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04805883
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08115486
IRS990ScheduleD/EquipmentGrp/BookValueAmt03398
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010189
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013587
IRS990ScheduleD/LandGrp/BookValueAmt02476924
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02476924
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01012501
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0355323
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01367824
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0717942
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt198204
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16302289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt298204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACRRUED INTEREST - ARCHIMEDES LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06802426
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0816146
IRS990ScheduleD/TotalLiabilityAmt06425022
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - URBAN COMMUNITIES PRESERVATION HOUSING CORPORATIONFEIN 95-4818131FORM 990PART X - Balance SheetLine 7 Beginning End of year of yearNote Receivable - consists of the following:$700,000 non-interest bearing residual receipt note receivable; dated 06/15/2014; due upon demand $ 700,000 $ 700,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Note 2 - 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 $ 9,373,744 9,198,44410.0% interest rate residual receipt note payable to Archimedes Equities, LLC; compounded annually; dated04/02/2003; secured by land and building 1,600,000 1,600,000TOTAL MORTGAGE AND OTHER NOTES PAYABLE $ 10,973,774 $ 10,798,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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/ExplanationTxt3The 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/ExplanationTxt4DISTRIBUTION OF 2018 SURPLUS CASH = -$596496
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Client Note 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09317900
IRS990/TotalAssetsEOYAmt09026378
IRS990/TotalAssetsGrp/BOYAmt09317900
IRS990/TotalAssetsGrp/EOYAmt09026378
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02380423
IRS990/TotalFunctionalExpensesGrp/TotalAmt02380423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016686018
IRS990/TotalLiabilitiesEOYAmt017231717
IRS990/TotalLiabilitiesGrp/BOYAmt016686018
IRS990/TotalLiabilitiesGrp/EOYAmt017231717
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-7368118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-8205339
IRS990/TotalProgramServiceExpensesAmt02380423
IRS990/TotalProgramServiceRevenueAmt02139028
IRS990/TotalRevenueGrp/ExclusionAmt0670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02139028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02139698
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09317900
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09026378
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02275 HUNTINGTON DRIVE 536
IRS990/USAddress/CityNm0SAN MARINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091108
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED F COPPIER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
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
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,026,378
Liabilities
$17,231,717
Net assets
-$8,205,339
Revenue
$2,139,698
Expenses
$2,380,423
Net income
-$240,725
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