PARK BIXBY TOWERS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PARK BIXBY TOWERS INC (EIN 95-2821080)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-13
- IRS object ID
- 202640449349300429
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-02-13T08:48:01-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 CAPITOL MALL SUITE 2150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952821080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK BIXBY TOWER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 9164429100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8618 TREASURE AVENUE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL L WYLIE | PersonNm |
| Person Title | CHAIRMAN AND EXECUTIVE VP | PersonTitleTxt |
| Phone | 2099316472 | PhoneNum |
| Signature | 2026-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2026-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL L WYLIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8618 TREASURE AVENUE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,032,829 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING FOR LOW-INCOME, ELDERLY FAMILIES & CONDUCT OTHER ACTIVITIES FOR THEIR BENEFIT | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,117,956 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,830,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $948,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,041,522 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,365 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,799 | CYInvestmentIncomeAmt |
| PY Other Revenue | $190,421 | PYOtherRevenueAmt |
| CY Other Revenue | $77,926 | CYOtherRevenueAmt |
| PY Total Revenue | $4,317,451 | PYTotalRevenueAmt |
| CY Total Revenue | $4,032,829 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $205,539 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $224,753 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $668,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $812,020 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,581,311 | PYOtherExpensesAmt |
| CY Other Expenses | $2,884,536 | CYOtherExpensesAmt |
| PY Total Expenses | $3,455,268 | PYTotalExpensesAmt |
| CY Total Expenses | $3,921,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $862,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $111,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,400,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,472,606 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,247,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,206,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $153,423 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $265,793 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO CONDUCT THOSE ACTIVITIES THAT BENEFIT THE ELDERLY, WHICH INCLUDE PROVIDING HOUSING AND OTHER SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,631,389 | ExpenseAmt |
| Revenue | $1,119,448 | RevenueAmt |
| Desc | THE PRIMARY EFFORT IS TO ENRICH THE LIVES OF LOW-INCOME SENIORS RESIDING IN COMPANY PROPERTIES. THESE EFFORTS INCLUDE EXERCISE AND WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATION PROGRAMS AND PARTICIPATION IN CULTURAL EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,753 | ExpenseAmt |
| Grant | $224,753 | GrantAmt |
| Desc | THE SECONDARY EFFORT IS TO PROVIDE FINANCIAL CONTRIBUTIONS/GRANTS TO ORGANIZATIONS OFFERING SERVICES TO LOW-INCOME SENIORS. WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATION PROGRAMS AND PARTICIPATION IN CULTURAL EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,856,142 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL WYLIE | PersonNm |
| Phone | 2099316472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8618 TREASURE AVE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LOIS RICHEY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $3,750 | $0 | $0 | |
| LORA KERMODE WYLIE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $3,750 | $0 | $0 | |
| MARK DUNN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $19,350 | $0 | $0 | |
| MATTHEW WYLIE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $3,750 | $0 | $0 | |
| MICHAEL WILLCOXON | |||||||
| SECRETARY/DIRECTOR | 1.00 | 1.00 | Yes (X) | $19,350 | $0 | $0 | Yes (X) |
| MICHAEL WYLIE | |||||||
| EXECUTIVE VP | 35.00 | 5.00 | Yes (X) | $238,267 | $0 | $73,598 | Yes (X) |
| NANCY HATHCOCK | |||||||
| RESIDENT PROGRAM DIR./DIRECTOR | 40.00 | 1.00 | Yes (X) | $80,750 | $0 | $0 | |
| RUSSEL WYLIE | |||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | $269,844 | $0 | $61,533 | Yes (X) |
| THADDEUS WOJCIK | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $3,750 | $0 | $0 | |
| WILLIAM HALEY | |||||||
| TREASURER/DIRECTOR | 5.00 | 1.00 | Yes (X) | $3,750 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $646,311 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,131 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOTAL ACCESS ELEVATOR | |||||
| 13011 FLORENCE AVE | SANTA FE SPRINGS | CA | 90670 | ELEVATOR | $661,624 |
| SUPERIOR ELECTRICAL | |||||
| 8613 HELMS AVE | RANCH CUCAMONGA | CA | 91730 | ELECTRICAL | $542,693 |
| EXECUTIVE COATINGS | |||||
| 9849 E EASTER AVE | CENTENNIAL | CO | 80112 | SLIDING DOORS | $224,757 |
| 247 CARPET CARE | |||||
| PO POX 9601 | REDLANDS | CA | 92373 | FLOORING INSTALLATION & REPAIR | $188,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $100,000 | RelatedOrganizationsAmt |
| Government Grants | $2,730,582 | GovernmentGrantsAmt |
| Total Contributions | $2,830,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RENTAL REVENUE | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $1,041,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,041,522 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,041,522 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,799 | TotalRevenueColumnAmt |
| Exclusion | $82,799 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 531390 | $59,815 | $59,815 |
| LAUNDRY AND VENDING | 531390 | $8,659 | $8,659 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,452 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,452 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $77,926 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,032,829 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,119,448 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,799 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,753 | TotalAmt |
| Program Services | $224,753 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,824 | TotalAmt |
| Management And General | $766,824 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,324 | TotalAmt |
| Management And General | $4,324 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,872 | TotalAmt |
| Management And General | $40,872 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,959 | TotalAmt |
| Program Services | $45,083 | ProgramServicesAmt |
| Management And General | $177,876 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,419 | TotalAmt |
| Program Services | $5,920 | ProgramServicesAmt |
| Management And General | $20,499 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,772 | TotalAmt |
| Management And General | $54,772 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,477 | TotalAmt |
| Program Services | $333,477 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,980 | TotalAmt |
| Program Services | $5,980 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,488 | TotalAmt |
| Program Services | $371,488 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,799 | TotalAmt |
| Program Services | $1,682,799 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,800 | TotalAmt |
| Program Services | $125,800 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBTS | $53,006 | $53,006 |
| TAXES/LICENSES/PERMITS | $7,836 | $7,836 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,921,309 | TotalAmt |
| Program Services | $2,856,142 | ProgramServicesAmt |
| Management And General | $1,065,167 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636,558 | BOYAmt |
| EOY | $243,880 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,968 | BOYAmt |
| EOY | $1,831,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,958 | BOYAmt |
| EOY | $557,237 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,266 | BOYAmt |
| EOY | $451,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,953,216 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,947,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,361 | BOYAmt |
| EOY | $3,006,051 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,098,625 | BOYAmt |
| EOY | $382,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,400,736 | BOYAmt |
| EOY | $6,472,606 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,191 | BOYAmt |
| EOY | $330,974 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,503 | BOYAmt |
| EOY | $42,383 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,910 | BOYAmt |
| EOY | $86,662 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,901,709 | BOYAmt |
| EOY | $5,746,794 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,247,313 | BOYAmt |
| EOY | $6,206,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,423 | BOYAmt |
| EOY | $265,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,423 | BOYAmt |
| EOY | $265,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,400,736 | BOYAmt |
| EOY | $6,472,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $111,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $850 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $2,188,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,217,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,246,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,117,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,830,582 | CurrentTaxYearAmt |
| Total | $12,601,688 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $847,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $876,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $939,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $948,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,041,522 | CurrentTaxYearAmt |
| Total | $4,653,786 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,036,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,093,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,186,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,066,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,872,104 | CurrentTaxYearAmt |
| Total | $17,255,474 | 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 | $17,255,474 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,799 | CurrentTaxYearAmt |
| Total | $215,531 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,799 | CurrentTaxYearAmt |
| Total | $215,531 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,926 | CurrentTaxYearAmt |
| Total | $303,152 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,073,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,142,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,207,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,317,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,032,829 | CurrentTaxYearAmt |
| Total | $17,774,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97420 | PublicSupportPY509Pct |
| Investment Income CY | 0.01210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LAUNDRY AND VENDING - 2022 AMOUNT: $ 7,873. 2023 AMOUNT: $ 8,693. 2024 AMOUNT: $ 8,659. OTHER INCOME - 2020 AMOUNT: $ 9,729. 2021 AMOUNT: $ 16,171. 2022 AMOUNT: $ 1,032. 2023 AMOUNT: $ 7,180. 2024 AMOUNT: $ 9,452. INSURANCE PROCEEDS - 2023 AMOUNT: $ 174,548. 2024 AMOUNT: $ 59,815. | ExplanationTxt |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,550 | OtherCostOrOtherBasisAmt |
| Book Value | $195,550 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,589,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,253,751 | DepreciationAmt |
| Book Value | $1,335,930 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,398,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $597,124 | DepreciationAmt |
| Book Value | $801,807 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $769,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,290 | DepreciationAmt |
| Book Value | $672,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,006,051 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANT DEPOSITS | $88,115 |
| ESCROW DEPOSITS | $80,460 |
| OTHER RESERVES | $213,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $382,120 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,094,827 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $850 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $61,148 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $61,998 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,032,829 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,032,829 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,982,457 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $61,148 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $61,148 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,921,309 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,921,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ESCROW LIABILITY AMOUNTS ON FORM 990, PART X, LINE 21 CONSIST OF TENANT SECURITY DEPOSITS. |
| PART X, LINE 2: | MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF MARCH 31, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2022 REMAIN OPEN. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL CITY THEATRE | ||||||||
| 330 EAST SEASIDE WAY | LONG BEACH | CA | 90802 | 330306882 | 501(C)(3) | $10,000 | $0 | PROVIDE FINANCIAL SUPPORT SO ELDERLY RESIDENTS ARE ABLE TO ATTEND THEATRICAL PERFORMANCES FOR THEIR HAPPINESS AND WELL BEING |
| WILLMORE CITY HERITAGE ASSOC | ||||||||
| PO BOX 688 | LONG BEACH | CA | 90801 | 330201588 | 501(C)(3) | $10,000 | $0 | SUPPORT THIS NON-PROFIT COMMITTED TO PRESERVATION OF THE HISTORIC WILMORE COMMUNITY WITHIN LONG BEACH; THE ORGANIZATION CONTRIBUTES TO THE HEALTH, SECURITY, AND HAPPINESS OF THE MANY SENIORS RESIDENT WITHIN THE COMMUNITY AND STRENGTHENS THE QUALITY OF A NEIGHBORHOOD WITHIN PROXIMITY TO OUR COMPANY'S MAIN REAL ESTATE HOLDINGS |
| CARE CLOSET LBC | ||||||||
| PO BOX 3677 | LONG BEACH | CA | 90803 | 853278091 | 501(C)(3) | $10,000 | $0 | SUPPORT SERVICES FOR THE HOMELESS, INCLUDING HIRING HOMELESS PEOPLE TO CLEAN AND MAINTAIN PUBLIC SPACES IN LONG BEACH. |
| THE ROCK CLUB MUSIC IS THE REMEDY | ||||||||
| PO BOX 90461 | LONG BEACH | CA | 90809 | 460601534 | 501(C)(3) | $7,500 | $0 | SUPPORT SENIOR MUSIC ORGANIZATIONS PROVIDING RECREATION AND ENTERTAINMENT FOR THE ELDERLY |
| LONG BEACH BLUES SOCIETY | ||||||||
| 2601 E OCEAN BLVD 201 | LONG BEACH | CA | 90803 | 810764373 | 501(C)(3) | $6,000 | $0 | SUPPORT SENIOR MUSIC ORGANIZATIONS PROVIDING RECREATION AND ENTERTAINMENT FOR THE ELDERLY |
| MEALS ON WHEELS | ||||||||
| 317 TERMINOI AVE | LONG BEACH | CA | 90814 | 952829715 | 501(C)(3) | $126,753 | $0 | GENERAL SUPPORT |
| LONG BEACH HERITAGE - BEMBRIDGE HOUSE | ||||||||
| PO BOX 92521 | LONG BEACH | CA | 90809 | 953769024 | 501(C)(3) | $16,000 | $0 | FINANCED CONSTRUCTION OF RAMP SYSTEM TO ENABLE SENIORS AND DISABLED TO TOUR HISTORIC LONG BEACH HOME. |
| OSHER LIFELONG LEARNING INSTITUTE | ||||||||
| 1250 BELLFLOWER BLVD HSD 100 | LONG BEACH | CA | 90840 | 956106694 | 501(C)(3) | $9,000 | $0 | HOUSING ASSISTANCE |
| CHRISTIAN OUTREACH IN ACTION | ||||||||
| 515 EAST THIRD STREET | LONG BEACH | CA | 90802 | 330008271 | 501(C)(3) | $12,500 | $0 | SUPPORT ITS MISSION OF PROVIDING ESSENTIAL SERVICES LIKE FOOD, CLOTHING, AND HOUSING ASSISTANCE TO THE HOMELESS AND IMPOVERISHED IN THE LONG BEACH AREA |
| GOLDEN WEST POPS | ||||||||
| 120 TUSTIN AVE C | NEWPORT BEACH | CA | 92663 | 200784834 | 501(C)(3) | $7,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE AND THEN SUPERVISED BY AN OFFICER AND/OR BOARD MEMBER, AND PROGRESS/COMPLETION IS REPORTED TO THE BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUSSEL WYLIE | ||||||||||||||
| PRESIDENT & CEO | $257,988 | $0 | $0 | $0 | $11,856 | $0 | $46,716 | $0 | $14,817 | $0 | $331,377 | $0 | $0 | $0 |
| MICHAEL WYLIE | ||||||||||||||
| EXECUTIVE VP | $238,267 | $0 | $0 | $0 | $0 | $0 | $41,528 | $0 | $32,070 | $0 | $311,865 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RUSSEL WYLIE, MICHAEL WYLIE, MATTHEW WYLIE, AND LORA KERMODE WYLIE HAVE A FAMILY RELATIONSHIP. NANCY HATHCOCK AND RUSSELL WYLIE HAVE A FAMILY RELATIONSHIP. MARK DUNN AND LOIS RICHEY ALSO HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE PROJECT IS MANAGED BY SKWR MANAGEMENT CORP., AN UNRELATED PARTY, PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. THE CURRENT MANAGEMENT AGREEMENT PROVIDES FOR A MANAGEMENT FEE OF 5.00% OF RESIDENTIAL INCOME COLLECTED. MANAGEMENT FEES FOR THE YEAR ENDED MARCH 31, 2025 WERE $177,876. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT PREPARES RESPONSES FOR THE RETURN AND ONCE COMPLETED BY THE CPA, DISTRIBUTES THE RETURN TO THE BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | TO ATTEST COMPLIANCE, EACH BOARD MEMBER ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD AS WELL AS AT ANY OTHER TIME A MEMBER MAY BRING TO THE BOARD'S ATTENTION AN ACT GIVING THE APPEARANCE OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD'S COMPENSATION COMMITTEE MAKES PERIODIC RECOMMENDATIONS TO THE FULL BOARD, BASED ON PERIODIC COMPENSATION STUDIES CONDUCTED BY INDEPENDENT OUTSIDE SPECIALISTS. THE BOARD HAS FINAL AUTHORITY FOR SETTING COMPENSATION LEVELS BASED ON RECOMMENDATIONS FROM THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH A-133 DISCLOSURES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMCO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8618 TREASURE AVENUE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861151478 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK BIXBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FAMCO | ||
| D | $460,203 | FAIR MARKET VALUE |
| FAMCO | ||
| C | $100,000 | CASH |
Comments