2014-04-08T20:30:36-05:00 2013-06-30 463462919 KKAJ LLP 27200 TOURNEY ROAD STE 475 VALENCIA CA 91355 990 2012-07-01 237172085 LUTHERLAND OF THE WEST C/O FALKENBERG/GILLIAM & ASSOCIATES INC LUTH 3232583512 PO BOX 7070 PASADENA CA 911097070 MICHAEL TIBERG 3232583512 2014-03-20 1 THOMAS E ENGMAN P00043817 6617054222 2014-03-20 2012 2015-11-30 17:44:51Z MICHAEL TIBERG PO BOX 7070 PASADENA CA 911097070 1267556 0 X N/A X 1962 CA TO PROVIDE HOUSING TO LOW INCOME ELDERLY PERSONS. 7 7 13 0 0 0 627279 634905 606033 632222 413 429 0 0 1233725 1267556 0 0 0 0 195415 221294 0 0 0 780787 747638 976202 968932 257523 298624 2024998 2086624 572004 335006 1452994 1751618 TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS. 0 0 828665 632222 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. 828665 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 13 1 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X X FALKENBERGGILLIAM & ASSOCIATES IN 3232583512 1560 WEST COLORADO BLVD PASADENA CA 91105 X MICHAEL TIGERG 0.00 X X 0 0 0 DOUG HEIDEMAN 0.00 X X 0 0 0 LINDA WARSINSKI 0.00 X X 0 0 0 KATHY BALL 0.00 X X 0 0 0 JOE MERICLE 0.00 X 0 0 0 RICHARD FULMER 0.00 X 0 0 0 JOANNE ROEDER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 634905 634905 RENT INCOME 531110 626929 626929 LAUNDRY INCOME 531110 4923 4923 TENANT CHARGES 531110 320 320 MISCELLANEOUS REVENUE 531110 50 50 632222 429 429 1267556 632222 0 429 X 199591 199591 4343 4343 17360 17360 90007 90007 11985 11985 10770 10770 24469 24469 74204 74204 UTILITIES 153263 153263 CONTRACTS 138334 138334 SUPPLIES 40366 40366 PROPERTY & LIABILITY IN 36779 36779 167461 139956 27505 968932 828665 140267 0 182798 86293 1045 8600 47209 46040 4399342 3273924 1199622 1125418 594324 820273 2024998 2086624 45059 44600 1821 479279 237208 47666 51377 572004 335006 X 1452994 1751618 1452994 1751618 2024998 2086624 298624 0 X 0 1 X 1 1 1 X 563120 603044 610064 627279 634905 3038412 605261 605171 606382 600346 626929 3044089 1168381 1208215 1216446 1227625 1261834 6082501 0 0 0 6082501 3761 1253 1579 413 429 7435 3761 1253 1579 413 429 7435 1172142 1209468 1218025 1228038 1262263 6089936 0.99880 0.99770 0.00120 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254760 254760 3803830 2977800 826030 340752 296124 44628 1125418 RESERVE FOR REPLACEMENTS 506241 RESIDUAL RECEIPTS RESERVE 241093 DEPOSITS HELD IN TRUST 51377 TAX & INSURANCE IMPOUNDS 9702 INTEREST REDUCTION PAYMENTS RECEIVABLE 11860 820273 TENANT PET DEPOSITS 51377 51377 X 1267556 0 1267556 0 1267556 968932 0 968932 0 968932 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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. 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E FLOOD CONTROL AND OTHER COUNTY FEES: PROGRAM SERVICE EXPENSES 33,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,190. WORKERS COMPENSATION INSURANCE: PROGRAM SERVICE EXPENSES 29,479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,479. HEALTH INSURANCE: PROGRAM SERVICE EXPENSES 24,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,149. GARBAGE & TRASH REMOVAL: PROGRAM SERVICE EXPENSES 16,299. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,299. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,270. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,270. SECURITY: PROGRAM SERVICE EXPENSES 9,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,444. OFFICE HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,563. ADMINISTRATIVE FREE RENT: PROGRAM SERVICE EXPENSES 8,268. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,268. BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,672. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,672. SERVICE COORDINATOR: PROGRAM SERVICE EXPENSES 7,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,320. HEATING/COOLING REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 5,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,494. CONVENTIONS, MEETINGS AND TRAINING: PROGRAM SERVICE EXPENSES 3,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,015. MORTGAGE INSURANCE: PROGRAM SERVICE EXPENSES 1,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,746. OTHER RENTING EXPENSES: PROGRAM SERVICE EXPENSES 613. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 613. RESIDENT COUNCIL: PROGRAM SERVICE EXPENSES 600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600. LICENSES AND PERMITS: PROGRAM SERVICE EXPENSES 339. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339.