LUTHERLAND OF THE WEST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERLAND OF THE WEST (EIN 23-7172085)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-08
- IRS object ID
- 201521289349301252
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T10:20:08-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463462919 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKAJ LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27200 TOURNEY ROAD STE 475 | AddressLine1 |
| City | VALENCIA | City |
| State | CA | State |
| ZIP Code | 91355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237172085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERLAND OF THE WEST | BusinessNameLine1 |
| Business Name Line2 | C/O FALKENBERG/GILLIAM & ASSOCIATES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 3232583512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7070 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911097070 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL TIBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3232583512 | PhoneNum |
| Signature | 2015-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E ENGMAN | PreparerPersonNm |
| PTIN | P00043817 | PTIN |
| Phone | 6617054222 | PhoneNum |
| Preparation | 2015-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL TIBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7070 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911097070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,193,627 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOUSING TO LOW INCOME ELDERLY PERSONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $634,905 | PYContributionsGrantsAmt |
| CY Contributions Grants | $310,266 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $632,222 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $290,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $429 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,813,828 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,267,556 | PYTotalRevenueAmt |
| CY Total Revenue | $17,414,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,500,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $221,294 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $131,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $747,638 | PYOtherExpensesAmt |
| CY Other Expenses | $419,190 | CYOtherExpensesAmt |
| PY Total Expenses | $968,932 | PYTotalExpensesAmt |
| CY Total Expenses | $15,051,097 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $298,624 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,363,309 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,086,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,118,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $335,006 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,734 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,751,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,114,927 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,989,067 | ExpenseAmt |
| Grant | $14,500,000 | GrantAmt |
| Revenue | $17,101,091 | RevenueAmt |
| Desc | LUTHERLAND OF THE WEST OPERATES AN APARTMENT BUILDING WITH 156 APARTMENTS, ALL OF WHICH ARE RENTED OUT TO THE ELDERLY WITH LIMITED ANNUAL INCOME. THE OPERATIONS ARE REGULATED AND CONTROLLED BY U.S. DEPT. OF HUD. A COIN OPERATED LAUNDRY FACILITY IS PROVIDED. | Desc |
| Total Program Service Expenses | $14,989,067 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALKENBERGGILLIAM & ASSOCIATES IN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232583512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 WEST COLORADO BLVD | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL TIGERG | ||||||
| PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG HEIDEMAN | ||||||
| VP | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA WARSINSKI | ||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY BALL | ||||||
| CFO | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE MERICLE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD FULMER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNE ROEDER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $310,266 | GovernmentGrantsAmt |
| Total Contributions | $310,266 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENT INCOME | 531110 | $286,661 | $286,661 |
| LAUNDRY INCOME | 531110 | $3,621 | $3,621 |
| TENANT CHARGES | 531110 | $30 | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $290,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,049 | TotalRevenueColumnAmt |
| Exclusion | $3,049 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,590,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,779,221 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,810,779 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,810,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,810,779 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,414,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,101,091 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500,000 | TotalAmt |
| Program Services | $14,500,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,224 | TotalAmt |
| Program Services | $114,224 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,457 | TotalAmt |
| Program Services | $9,457 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,226 | TotalAmt |
| Program Services | $8,226 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,636 | TotalAmt |
| Management And General | $43,636 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,533 | TotalAmt |
| Program Services | $54,533 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,145 | TotalAmt |
| Management And General | $11,145 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,385 | TotalAmt |
| Program Services | $6,385 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,304 | TotalAmt |
| Program Services | $34,304 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| UTILITIES | $81,748 | $81,748 |
| CONTRACTS | $45,762 | $45,762 |
| PROPERTY & LIABILITY IN | $22,095 | $22,095 |
| WORKERS COMPENSATION IN | $18,425 | $18,425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,157 | TotalAmt |
| Program Services | $93,908 | ProgramServicesAmt |
| Management And General | $7,249 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,051,097 | TotalAmt |
| Program Services | $14,989,067 | ProgramServicesAmt |
| Management And General | $62,030 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,293 | BOYAmt |
| EOY | $2,118,544 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,600 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,000,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,040 | BOYAmt |
| EOY | $117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,418 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,273 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,624 | BOYAmt |
| EOY | $4,118,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,600 | BOYAmt |
| EOY | $3,734 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,208 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,377 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,006 | BOYAmt |
| EOY | $3,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,751,618 | BOYAmt |
| EOY | $4,114,927 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,751,618 | BOYAmt |
| EOY | $4,114,927 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,624 | BOYAmt |
| EOY | $4,118,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,363,309 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $603,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $610,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $627,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $634,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,266 | CurrentTaxYearAmt |
| Total | $2,785,558 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $605,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $606,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $626,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,312 | CurrentTaxYearAmt |
| Total | $2,729,140 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,208,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,216,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,227,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,261,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600,578 | CurrentTaxYearAmt |
| Total | $5,514,698 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,514,698 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,049 | CurrentTaxYearAmt |
| Total | $6,723 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,049 | CurrentTaxYearAmt |
| Total | $6,723 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,209,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,218,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,262,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $603,627 | CurrentTaxYearAmt |
| Total | $5,521,421 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99880 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,414,406 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,414,406 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,414,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,051,097 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,051,097 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,051,097 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT ESTIMATES THAT NO TAX POSITIONS TAKEN BY THE COMPANY WOULD BE ADJUSTED BY TAXING AUTHORITIES UNDER EXAMINATION. THE COMPANY'S TAX RETURNS ARE STILL SUBJECT TO EXAMINATION BY VARIOUS TAX AUTHORITIES FOR TAX YEARS ENDING ON OR AFTER JUNE 30, 2009. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHRIST LUTHERAN CHURCH OF BREA CALIFORNIA | |||||||
| 820 W IMPERIAL HWY | BREA | CA | 92821 | 952305584 | 501 (C)(3) | $2,000,000 | SUPPORT THE ORGANIZATION. |
| FAITH LUTHERAN CHURCH OF EAST WHITTIER CALIFORNIA | |||||||
| 9920 MILLS AVE | WHITTIER | CA | 90604 | 951890725 | 501 (C)(3) | $2,000,000 | SUPPORT THE ORGANIZATION. |
| HOLY TRINITY LUTHERAN CHRUCH OF HACIENDA HEIGHTS CALIFORNIA | |||||||
| 15710 E NEWTON | HACIENDA HEIGHTS | CA | 91745 | 237095312 | 501 (C)(3) | $2,000,000 | SUPPORT THE ORGANIZATION. |
| SAINT JOHN'S EVANGELICAL LUTHERAN CHURCH OF THE UNALTERED AUGSBURG CONFES | |||||||
| 1433 N 18TH ST | MONTEBELLO | CA | 91745 | 951890754 | 501 (C)(3) | $2,000,000 | SUPPORT THE ORGANIZATION. |
| TRINITY LUTHERAN CHRUCH OF WHITTIER CALIFORNIA | |||||||
| 11716 FLORAL DR | WHITTIER | CA | 90601 | 951856338 | 501 (C)(3) | $2,000,000 | SUPPORT THE ORGANIZATION. |
| CONCORDIA UNIVERSITY IRVINE IRVINE CA | |||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | 952798775 | 501 (C)(3) | $1,000,000 | SUPPORT THE ORGANIZATION. |
| CONCORDIA SEMINARY FORT WAYNE INDIANA | |||||||
| 6600 NORTHG CLINTON ST | FORT WAYNE | IN | 46825 | 340673478 | 501 (C)(3) | $1,000,000 | SUPPORT THE ORGANIZATION. |
| CONCORDIA SEMINARY ST LOUIS MISSOURI | |||||||
| 801 SEMINARY PLACE | ST LOUIS | MO | 63105 | 430655869 | 501 (C)(3) | $1,000,000 | SUPPORT THE ORGANIZATION. |
| PACIFIC SOUTHWEST DISTRICT OF THE LUTHERAN CHRUCH - MISSOURI SYNOD | |||||||
| 1540 CONCORDIA DR E | IRVINE | CA | 92612 | 951661696 | 501 (C)(3) | $200,000 | SUPPORT THE ORGANIZATION. |
| LUTHERAN CHURCH - MISSOURI SYNOD ST LOUIS MISSOURI | |||||||
| 1333 S KIRKWOOD RD | ST LOUIS | MO | 63122 | 430658188 | 501 (C)(3) | $150,000 | SUPPORT THE ORGANIZATION. |
| LUTHERAN WOMEN'S MISSIONARY LEAGUE PACIFIC SOUTHWEST | |||||||
| 8228 VISTA DEL ROSA ST | DOWNEY | CA | 90240 | 237540672 | 501 (C)(3) | $50,000 | SUPPORT THE ORGANIZATION. |
| HIGHER THINGS | |||||||
| PO BOX 155 | HOLT | MO | 64048 | 392011837 | 501 (C)(3) | $50,000 | SUPPORT THE ORGANIZATION. |
| SALVATION ARMY WHITTIER CHAPTER (SALVATION ARMY SANTA FE SPRINGS RESIDENCES | |||||||
| 12000 WASHINGTON BLVD | WHITTIER | CA | 90606 | 941156347 | 501 (C)(3) | $50,000 | SUPPORT THE ORGANIZATION. |
| ORANGE COUNTY RESCUE MISSION INC | |||||||
| 1 HOPE DR | TUSTIN | CA | 92782 | 952479552 | 501 (C)(3) | $1,000,000 | SUPPORT THE ORGANIZATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 14 | TotalOtherOrgCnt |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | 0 | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | THE ORGANIZATION SOLD ITS APARTMENT BUILDING. THE PROCEEDS WILL BE DISTRIBUTION TO 501(C)(3) ORGANIZATIONS. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2013-12-23 | DistributionDt |
| Fair Market Value Of Asset | $18,500,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | THE FAIR MARKET VALUE OF THE APARTMENT BUILDING. | MethodOfFMVDeterminationTxt |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS SAFRAN & ASSOCIATES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | LOW INCOME PROPERTY MANAGEMENT COMPANY | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | RETAINED FALKENBERG/GILLIAM & ASSOCIATES, INC. AS APPROVED MANAGEMENT COMPANY FOR DAY-TO-DAY MANAGEMENT AND OPERATIONS. THE COMPANY OPERATES RESIDENTIAL PROPERTY FOR LOW INCOME FAMILIES AND IS SUBJECT TO RULES AND REGULATIONS OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). FALKENBERG/GILLIAM & ASSOCIATES SPECIALIZED IN MANAGING HUD ASSISTED PROJECTS TO INSURE COMPLIANCE WITH HUD'S RULES AND REGULATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPANY IS AUDITED. DURING THE AUDIT THE AUDITOR WORKS WITH THE MANAGEMENT COMPANY AND A BOARD OFFICER TO OBTAIN THE NECESSARY INFORMATION TO PREPARE THE FORM 990. THE FORM 990 IS REVIEWED BY FALKENBERG/GILLIAM FINANCE DEPARTMENT THEN IS FORWARDED TO THE BOARD OFFICER FOR REVIEW AND SIGNATURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | IN ADDITION TO THE FORM 990 BEING AVAILABLE UPON REQUEST, IT IS AVAILABLE THROUGH GUIDESTAR.ORG. |
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