LUTHERLAND OF THE WEST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERLAND OF THE WEST (EIN 23-7172085)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201311299349302876
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-09T17:56:32-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953927758 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING KING ALLEMAN & JENSEN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237172085 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 3232583512 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL TIBERG | Name |
| Title | PRESIDENT | Title |
| Phone | 3232583512 | Phone |
| Date Signed | 2013-02-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS E ENGMAN | Name |
| PTIN | P00043817 | PTIN |
| Phone | 6617054222 | Phone |
| Date Prepared | 2013-02-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL TIBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1233725 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HOUSING TO LOW INCOME ELDERLY PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 610064 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 627279 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 606382 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 606033 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1579 | InvestmentIncomePriorYear |
| Investment Income Current Year | 413 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1218025 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1233725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 194068 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 195415 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 823040 | OtherExpensePriorYear |
| Other Expenses Current Year | 780787 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1017108 | TotalExpensesPriorYear |
| Total Expenses Current Year | 976202 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 200917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 257523 | RevenuesLessExpensesCY |
| Total Assets BOY | 1980653 | TotalAssetsBOY |
| Total Assets EOY | 2024998 | TotalAssetsEOY |
| Total Liabilities BOY | 785182 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 572004 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1195471 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1452994 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 751062 | Expense |
| Revenue | 606033 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 751062 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALKENBERGGILLIAM & ASSOCIATES IN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3232583512 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL TIGERG | ||||||
| PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| DOUG HEIDEMAN | ||||||
| VP | 0.00 | X | X | 0 | 0 | 0 |
| LINDA WARSINSKI | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| KATHY BALL | ||||||
| CFO | 0.00 | X | X | 0 | 0 | 0 |
| JOE MERICLE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RICHARD FULMER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOANNE ROEDER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 627279 | AllOtherContributions |
| Total Contributions | 627279 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENT INCOME | 531110 | 600346 | 600346 |
| LAUNDRY INCOME | 531110 | 4592 | 4592 |
| MISCELLANEOUS REVENUE | 531110 | 905 | 905 |
| TENANT CHARGES | 531110 | 190 | 190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 606033 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 413 | TotalRevenueColumn |
| Exclusion | $413 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1233725 | TotalRevenueColumn |
| Related Or Exempt Function Income | 606033 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $413 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174691 | Total |
| Program Services | 96999 | ProgramServices |
| Management And General | 77692 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4659 | Total |
| Program Services | 2595 | ProgramServices |
| Management And General | 2064 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16065 | Total |
| Program Services | 8947 | ProgramServices |
| Management And General | 7118 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85209 | Total |
| Management And General | 85209 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 561 | Total |
| Management And General | 561 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10720 | Total |
| Management And General | 10720 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40882 | Total |
| Program Services | 40882 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72306 | Total |
| Program Services | 72306 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35731 | Total |
| Program Services | 35731 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTS | 178288 | 178288 | |
| UTILITIES | 141277 | 141277 | |
| SUPPLIES | 44470 | 44470 | |
| WORKERS COMPENSATION IN | 41460 | 23091 | 18369 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129883 | Total |
| Program Services | 106476 | ProgramServices |
| Management And General | 23407 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976202 | Total |
| Program Services | 751062 | ProgramServices |
| Management And General | 225140 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52840 | BOY |
| EOY | 182798 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580 | BOY |
| EOY | 1045 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43919 | BOY |
| EOY | 47209 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4399342 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3199720 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1212828 | BOY |
| EOY | 1199622 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 669486 | BOY |
| EOY | 594324 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1980653 | BOY |
| EOY | 2024998 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37098 | BOY |
| EOY | 45059 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705032 | BOY |
| EOY | 479279 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43052 | BOY |
| EOY | 47666 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785182 | BOY |
| EOY | 572004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195471 | BOY |
| EOY | 1452994 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195471 | BOY |
| EOY | 1452994 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1980653 | BOY |
| EOY | 2024998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 257523 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 522723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 563120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 603044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 610064 | CurrentTaxYearMinus1Year |
| Current Tax Year | 627279 | CurrentTaxYear |
| Total | 2926230 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 566525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 605261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 605171 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 606382 | CurrentTaxYearMinus1Year |
| Current Tax Year | 600346 | CurrentTaxYear |
| Total | 2983685 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1089248 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1168381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1208215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1216446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1227625 | CurrentTaxYear |
| Total | 5909915 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5909915 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 413 | CurrentTaxYear |
| Total | 13875 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 413 | CurrentTaxYear |
| Total | 13875 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1096117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1172142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1209468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1218025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1228038 | CurrentTaxYear |
| Total | 5923790 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00230 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 254760 | OtherCostOrOtherBasis |
| Book Value | 254760 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3803830 | OtherCostOrOtherBasis |
| Depreciation | 2919636 | Depreciation |
| Book Value | 884194 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 340752 | OtherCostOrOtherBasis |
| Depreciation | 280084 | Depreciation |
| Book Value | 60668 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1199622 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESERVE FOR REPLACEMENTS | 421032 |
| RESIDUAL RECEIPTS RESERVE | 103280 |
| DEPOSITS HELD IN TRUST | 47666 |
| TAX & INSURANCE IMPOUNDS | 11848 |
| INTEREST REDUCTION PAYMENTS RECEIVABLE | 10498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 594324 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANT PET DEPOSITS | Description |
| Amount | $47,666 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47666 | TotalOfAmounts |
| Total Revenue | 1233725 | TotalRevenue |
| Total Expenses | 976202 | TotalExpenses |
| Excess Or Deficit For Year | 257523 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 257523 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1233725 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1233725 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1233725 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 976202 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 976202 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 976202 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART X, LINE 24E | FLOOD CONTROL AND OTHER COUNTY FEES: PROGRAM SERVICE EXPENSES 32,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,287. GARBAGE & TRASH REMOVAL: PROGRAM SERVICE EXPENSES 16,988. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,988. HEALTH INSURANCE: PROGRAM SERVICE EXPENSES 7,915. MANAGEMENT AND GENERAL EXPENSES 6,296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,211. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 718. MANAGEMENT AND GENERAL EXPENSES 12,237. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,955. SECURITY: PROGRAM SERVICE EXPENSES 11,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,567. OFFICE HELP: PROGRAM SERVICE EXPENSES 8,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,300. ADMINISTRATIVE FREE RENT: PROGRAM SERVICE EXPENSES 7,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,971. HEATING/COOLING REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 6,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,904. SERVICE COORDINATOR: PROGRAM SERVICE EXPENSES 5,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,113. BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,874. MORTGAGE INSURANCE: PROGRAM SERVICE EXPENSES 2,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,915. CONVENTIONS, MEETINGS AND TRAINING: PROGRAM SERVICE EXPENSES 2,103. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,103. LICENSES AND PERMITS: PROGRAM SERVICE EXPENSES 1,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,317. OTHER RENTING EXPENSES: PROGRAM SERVICE EXPENSES 1,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,069. ADVERTISING: PROGRAM SERVICE EXPENSES 709. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 709. RESIDENT COUNCIL: PROGRAM SERVICE EXPENSES 600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600. | ALL OTHER FUNCTIONAL EXPENSES |
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