20 CAL INVESTMENT INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
20 CAL INVESTMENT INC (EIN 47-5001013)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-21
IRS object ID
201912339349301266
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-21T17:33:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114555 DALLAS PARKWAY STE 300AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475001013EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line120 CAL INVESTMENT INCBusinessNameLine1Txt
Business Name Line2C/O L&B REALTY ADVISORS LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name Control20CABusinessNameControlTxt
Phone2149890800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15910 NORTH CENTRAL EXPY NO 1200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER HANSONPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2149890800PhoneNum
Signature2019-08-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA ALEXANDERSONPreparerPersonNm
PTINP01218925PTIN
Phone9724582296PhoneNum
Preparation2019-08-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.4.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-21IPDt
IP Tm17:32:35IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7E19F47037733FBC186AE0FE578B56B55E76EE67AtSubmissionCreationDeviceId
At Submission Filing Device Id1DB225FFB1E6FCFD7E8183C65AE3D679C8B080BCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY MCGARRITYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 PENNSYLVANIA STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,829,152GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or Mission20 CAL INVESTMENT, INC. IS A 501(C)(25) ORGANIZATION. IT WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF ACQUIRING REAL PROPERTY, HOLDING TITLE TO AND COLLECTING INCOME FROM SUCH PROPERTY, AND REMITTING THE ENTIRE AMOUNT OF THE INCOME FROM SUCH PROPERTY (LESS EXPENSES) TO THE SHAREHOLDER OF THIS CORPORATION. THE SOLE SHAREHOLDER OF THIS CORPORATION IS THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO, WHICH IS A TAX-EXEMPT PENSION FUND THAT MEETS THE REQUIREMENTS OF SECTION 414(D). ALL DISTRIBUTIONS WERE PAID TO THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO. THIS SHAREHOLDER RECEIVED THE NET INCOME OF 20 CAL INVESTMENT, INC.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$399PYInvestmentIncomeAmt
CY Investment Income$832CYInvestmentIncomeAmt
PY Other Revenue$1,288,732PYOtherRevenueAmt
CY Other Revenue$1,771,687CYOtherRevenueAmt
PY Total Revenue$1,289,131PYTotalRevenueAmt
CY Total Revenue$1,772,519CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$0CYTotalExpensesAmt
PY Revenues Less Expenses$1,289,131PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,772,519CYRevenuesLessExpensesAmt
Total Assets BOY$50,291,198TotalAssetsBOYAmt
Total Assets EOY$51,375,470TotalAssetsEOYAmt
Total Liabilities BOY$18,872,165TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,624,921TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,419,033NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,750,549NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Mission20 CAL INVESTMENT, INC. IS A 501(C)(25) ORGANIZATION. IT WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF ACQUIRING REAL PROPERTY, HOLDING TITLE TO AND COLLECTING INCOME FROM SUCH PROPERTY, AND REMITTING THE ENTIRE AMOUNT OF THE INCOME FROM SUCH PROPERTY (LESS EXPENSES) TO THE SHAREHOLDER OF THIS CORPORATION. THE SOLE SHAREHOLDER OF THIS CORPORATION IS THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO, WHICH IS A TAX-EXEMPT PENSION FUND THAT MEETS THE REQUIREMENTS OF SECTION 414(D). ALL DISTRIBUTIONS WERE PAID TO THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO. THIS SHAREHOLDER RECEIVED THE NET INCOME OF 20 CAL INVESTMENT, INC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ENTITY OPERATED THE REAL ESTATE PROPERTY FOR ITS EXEMPT BENEFICIARY, THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO (EIN: 84-6000472).Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1L&B REALTY ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2149890800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15910 NORTH CENTRAL EXPY STE 1200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AMY MCGARRITY
SOLE DIRECTOR2.0038.00Yes (X)Yes (X)$0$483,750$120,749
STACIE CROWN
PRESIDENT3.0037.00Yes (X)$0$0$0
PETER A BENYO
VICE PRESIDENT2.0038.00Yes (X)$0$0$0
CORINNE HOFFMAN
VICE PRESIDENT5.0035.00Yes (X)$0$0$0
JENNIFER HANSON
SECRETARY/TREASURER1.0039.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$483,750TotReportableCompRltdOrgAmt
Total Other Compensation$120,749TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GCI INC
875 BATTERY STREET FLOOR 1SAN FRANCISCOCA94111GENERAL CONTRACTOR$195,297
L&B REALTY ADVISORS LLP
5910 N CENTRAL EXPWY SUITE 1200DALLASTX75206ASSET MANAGEMENT FEE$178,740
THYSSENKRUPP ELEVATOR CORP
1265 E FORT UNION BLVD SUITE 350COTTONWOOD HEIGHTSUT84047ELEVATOR UPGRADES$158,784
ENVIRONMENTAL SERVICE PARTNERS INC
2550 BARRINGTON CTHAYWARDCA94545JANITORIAL SERVICES$137,424
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$832TotalRevenueColumnAmt
Exclusion$832ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,828,320RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,056,633RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,771,687RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,771,687TotalRevenueColumnAmt
Related Or Exempt Func Income$1,771,687RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,772,519TotalRevenueColumnAmt
Related Or Exempt Func Income$1,771,687RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$832ExclusionAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$261,276BOYAmt
EOY$230,946EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY-$6,977BOYAmt
EOY$2,105EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,899BOYAmt
EOY$42,419EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,100,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$50,000,000BOYAmt
EOY$51,100,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,291,198BOYAmt
EOY$51,375,470EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$382,998BOYAmt
EOY$127,049EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$136,027BOYAmt
EOY$125,317EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$18,000,000BOYAmt
EOY$18,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$353,140BOYAmt
EOY$372,555EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,872,165BOYAmt
EOY$18,624,921EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$45,464,000BOYAmt
EOY$45,464,000EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY-$14,044,967BOYAmt
EOY-$12,713,451EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,419,033BOYAmt
EOY$32,750,549EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,291,198BOYAmt
EOY$51,375,470EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,772,519ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$830,357NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,271,360OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$8,800,000InvestmentCostOrOtherBasisAmt
Book Value$8,800,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$36,009,026InvestmentCostOrOtherBasisAmt
Book Value$36,009,026BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,589,158InvestmentCostOrOtherBasisAmt
Book Value$1,589,158BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,701,816InvestmentCostOrOtherBasisAmt
Book Value$4,701,816BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$51,100,000TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
Amt$372,555Amt
FieldValueIRS element (for citing)
Total Liability$372,555TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PORTFOLIO IS GENERALLY NOT SUBJECT TO INCOME TAXES BECAUSE THE PROPERTIES ARE TAX-EXEMPT UNDER SECTION 501(C)(25) OF THE INTERNAL REVENUE CODE (THE CODE). THE ADVISOR BELIEVES IT CONTINUES TO COMPLY WITH REQUIREMENTS OF THE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY MCGARRITYPersonNm
TitleSOLE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$399,375CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$84,375BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$30,354DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$90,395NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$604,499TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF 20 CAL INVESTMENT, INC., IS PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO (COPERA). COPERA IS A TAX-EXEMPT PENSION FUND THAT MEETS THE REQUIREMENTS OF SECTION 414(D).
FORM 990, PART VI, SECTION A, LINE 7ACOPERA HAS THE AUTHORITY TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY/BOARD OF DIRECTORS. THE AFFAIRS AND MANAGEMENT OF 20 CAL INVESTMENT, INC., WILL BE UNDER THE CONTROL OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONSISTS OF AMY MCGARRITY, AS THE SOLE DIRECTOR. THE OFFICERS ARE STACIE CROWN, PRESIDENT; PETER A. BENYO, VICE PRESIDENT; CORINNE HOFFMAN, VICE PRESIDENT; AND JENNIFER HANSON, SECRETARY/TREASURER. THE DIRECTOR OF 20 CAL INVESTMENT, INC., AMY MCGARRITY, IS THE CHIEF INVESTMENT OFFICER OF COPERA. THE OFFICERS OF 20 CAL INVESTMENT, INC., ARE ALL EMPLOYED BY L&B REALTY ADVISORS, LLP (LBRA). LBRA PROVIDES INVESTMENT MANAGEMENT SERVICES TO COPERA.
FORM 990, PART VI, SECTION A, LINE 7BTHE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO, THE EXEMPT SHAREHOLDER AND BENEFICIARY OF THIS TAX-EXEMPT ORGANIZATION, MAKES ALL THE MAJOR MANAGEMENT DECISIONS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE MANAGEMENT COMPANY LBRA REVIEWS THE TAX RETURNS PRIOR TO FILING. COPIES OF RETURNS FOR REVIEW ARE PROVIDED TO MEMBERS OF THE GOVERNING BODY UPON REQUEST. THIS REVIEW IS COMPLETED PRIOR TO FILING THIS FORM.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCAMY MCGARRITY - 1301 PENNSYLVANIA STREET, DENVER, CO 80203.
FORM 990, PART XI, LINE 9:DISTRIBUTIONS -1,271,360.
FORM 990, PART XII, LINE 2C:NO CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PERA OF COLORADO
1301 PENNSYLVANIA STREETDENVERCO80203846000472PENSION FUNDCO115N/AN/A0
PERA BOWLES INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206202529747TITLE HOLDINGCO501(C)(25)N/AN/A0
PERA CITY PLAZA TAMPA INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206201837116TITLE HOLDINGCO501(C)(25)N/AN/A0
SOUTHAVEN DESOTO INVESTMENT INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206473783757TITLE HOLDINGCO501(C)(25)N/AN/A0
DDC INVESTMENT INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206474415682TITLE HOLDINGCO501(C)(25)N/AN/A0
LENEXA LOGISTIC 4 INVESTMENT INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206814333866TITLE HOLDINGCO501(C)(25)N/AN/A0
PERA LEE BRANCH INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206260339650TITLE HOLDINGCO501(C)(25)N/AN/A0
1050 MASS AVE INVESTMENT INC
5910 N CENTRAL EXPWY STE 1200DALLASTX75206813626665TITLE HOLDINGCO501(C)(25)N/AN/A0
86 INVERNESS INVESTMENT INC
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1 DISTRIBUTION CENTER CIRCLE INVESTMENT INC
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154 CAMPANELLI INVESTMENT INC
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LENEXA LOGISTIC LOT 1 INVESTMENT INC
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PERA URBAN WEST CORPORATION
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PERA 7825 FAY AVE INC
100 PINE ST 3200SAN FRANCISCOCA94111204603602TITLE HOLDINGDE501(C)(25)N/AN/A0
SF PIERS OWNER INC
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SUNSHINE DISTRIBUTION LP
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ALLEY 111 OWNER LLC
222 S RIVERSIDE PLAZA 26 FLCHICAGOIL60606371740779TITLE HOLDINGCO501(C)(25)N/AN/A0
EASTPORT INDUSTRIAL CENTER LLC
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COLORADO PARK 277 CORPORATION
222 S RIVERSIDE PLAZA 26 FLCHICAGOIL60606752547563TITLE HOLDINGCO501(C)(25)N/AN/A0
CHESAPEAKE PARK PLAZA INC
222 S RIVERSIDE PLAZA 26 FLCHICAGOIL60606201229369TITLE HOLDINGCO501(C)(25)N/AN/A0
1808 EYE STREET INC
222 S RIVERSIDE PLAZA 26 FLCHICAGOIL60606812251791TITLE HOLDINGCO501(C)(25)N/AN/A0
CAMPUS AT ARDENWOOD INC
222 S RIVERSIDE PLAZA 26 FLCHICAGOIL60606823996605TITLE HOLDINGDE501(C)(25)N/AN/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PARKER-SHATTUCK OWNER LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 S RIVERSIDE PLAZA 26 FLAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN471184021EIN
Primary ActivitiesTITLE HOLDINGPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
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Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
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Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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