2013-05-09T17:56:32-05:00 2012-06-30 953927758 KING KING ALLEMAN & JENSEN 27200 TOURNEY ROAD STE 475 VALENCIA CA 91355 990 2011-07-01 237172085 LUTHERLAND OF THE WEST C/O FALKENBERG/GILLIAM & ASSOCIATES INC LUTH 3232583512 PO BOX 7070 PASADENA CA 911097070 MICHAEL TIBERG 3232583512 2013-02-21 1 THOMAS E ENGMAN P00043817 6617054222 2013-02-21 2011 2016-02-25 16:41:14Z MICHAEL TIBERG PO BOX 7070 PASADENA CA 911097070 1233725 0 X N/A X 1962 CA TO PROVIDE HOUSING TO LOW INCOME ELDERLY PERSONS. 7 7 12 0 0 0 610064 627279 606382 606033 1579 413 0 0 1218025 1233725 0 0 0 0 194068 195415 0 0 0 823040 780787 1017108 976202 200917 257523 1980653 2024998 785182 572004 1195471 1452994 TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS. 0 0 751062 606033 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. 751062 1 1 0 0 0 0 0 0 0 0 1 0 0 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 0 0 1 10 0 12 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 627279 627279 RENT INCOME 531110 600346 600346 LAUNDRY INCOME 531110 4592 4592 MISCELLANEOUS REVENUE 531110 905 905 TENANT CHARGES 531110 190 190 606033 413 413 1233725 606033 0 413 X 174691 96999 77692 4659 2595 2064 16065 8947 7118 85209 85209 561 561 10720 10720 40882 40882 72306 72306 35731 35731 CONTRACTS 178288 178288 UTILITIES 141277 141277 SUPPLIES 44470 44470 WORKERS COMPENSATION IN 41460 23091 18369 129883 106476 23407 976202 751062 225140 0 52840 182798 1580 1045 43919 47209 4399342 3199720 1212828 1199622 669486 594324 1980653 2024998 37098 45059 705032 479279 43052 47666 785182 572004 X 1195471 1452994 1195471 1452994 1980653 2024998 257523 0 X 0 1 1 X 1 1 X 522723 563120 603044 610064 627279 2926230 566525 605261 605171 606382 600346 2983685 1089248 1168381 1208215 1216446 1227625 5909915 0 0 0 5909915 6869 3761 1253 1579 413 13875 6869 3761 1253 1579 413 13875 1096117 1172142 1209468 1218025 1228038 5923790 0.99770 0.99530 0.00230 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254760 254760 3803830 2919636 884194 340752 280084 60668 1199622 RESERVE FOR REPLACEMENTS 421032 RESIDUAL RECEIPTS RESERVE 103280 DEPOSITS HELD IN TRUST 47666 TAX & INSURANCE IMPOUNDS 11848 INTEREST REDUCTION PAYMENTS RECEIVABLE 10498 594324 TENANT PET DEPOSITS 47666 47666 1233725 976202 257523 257523 1233725 0 1233725 0 1233725 976202 0 976202 0 976202 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 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.