PARK BIXBY TOWERS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PARK BIXBY TOWERS INC (EIN 95-2821080)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-01-19
- IRS object ID
- 202210199349301361
- Schema version
- 2020v4.1
- 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 | 2022-01-19T18:31:08-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | 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 | CEO | PersonTitleTxt |
| Phone | 2099316472 | PhoneNum |
| Signature | 2022-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | WYLIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2022-01-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $3,073,544 | 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 | 5 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,043,441 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,188,967 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $851,421 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $857,187 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,563 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,390 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,949,425 | PYTotalRevenueAmt |
| CY Total Revenue | $3,073,544 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,332 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $225,077 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $713,405 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $626,077 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,681,758 | PYOtherExpensesAmt |
| CY Other Expenses | $1,575,601 | CYOtherExpensesAmt |
| PY Total Expenses | $2,693,495 | PYTotalExpensesAmt |
| CY Total Expenses | $2,426,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $255,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $646,789 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,367,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,937,616 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,587,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,510,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,219,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$573,129 | 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 | $1,685,968 | ExpenseAmt |
| Revenue | $857,187 | 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 | $225,077 | ExpenseAmt |
| Grant | $225,077 | 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 | $1,911,045 | 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 |
| 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 | Yes (1) | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL WYLIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LORA KERMODE WYLIE | |||||||
| DIRECTOR, GRANTS CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DUNN | |||||||
| SECRETARY | 15.00 | 1.00 | Yes (X) | $7,749 | $0 | $0 | Yes (X) |
| MATTHEW WYLIE | |||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WILLCOXON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WYLIE | |||||||
| EXECUTIVE VICE PRESIDENT | 30.00 | 10.00 | Yes (X) | $166,620 | $0 | $0 | Yes (X) |
| NANCY HATHCOCK | |||||||
| DIRECTOR | 15.00 | Yes (X) | $43,695 | $0 | $0 | ||
| RUSSELL L WYLIE | |||||||
| PRESIDENT/CEO | 30.00 | 10.00 | Yes (X) | $183,976 | $0 | $0 | Yes (X) |
| THADDEUS WOJCIK | |||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ARNETT | |||||||
| TREASURER | 15.00 | 2.00 | Yes (X) | $7,749 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $409,789 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKWR MANAGEMENT CORP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15910 VENTURA BLVD SUITE 1400 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROPERTY MANAGEMENT | ServicesDesc |
| Compensation | $150,494 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,188,967 | GovernmentGrantsAmt |
| Total Contributions | $2,188,967 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME, NET | 531110 | $847,458 | $847,458 |
| OTHER INCOME | 531110 | $9,729 | $9,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $857,187 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,390 | TotalRevenueColumnAmt |
| Exclusion | $27,390 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,073,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $857,187 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,390 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,077 | TotalAmt |
| Program Services | $225,077 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,713 | TotalAmt |
| Management And General | $318,713 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,993 | TotalAmt |
| Program Services | $166,993 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,925 | TotalAmt |
| Program Services | $98,925 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,446 | TotalAmt |
| Program Services | $41,446 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,494 | TotalAmt |
| Management And General | $150,494 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,478 | TotalAmt |
| Program Services | $1,103 | ProgramServicesAmt |
| Management And General | $4,375 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,128 | TotalAmt |
| Management And General | $42,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,185 | TotalAmt |
| Program Services | $16,185 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,927 | TotalAmt |
| Program Services | $3,927 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,784 | TotalAmt |
| Program Services | $70,784 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,886 | TotalAmt |
| Program Services | $724,886 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,261 | TotalAmt |
| Program Services | $169,261 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,605 | TotalAmt |
| Program Services | $11,605 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIRS AND MAINTENANCE | $372,091 | $372,091 |
| BAD DEBTS | $4,921 | $4,921 |
| DUES & SUBSCRIPTIONS | $3,841 | $3,841 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,426,755 | TotalAmt |
| Program Services | $1,911,045 | ProgramServicesAmt |
| Management And General | $515,710 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,769 | BOYAmt |
| EOY | $2,148,872 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,105 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744,030 | BOYAmt |
| EOY | $672,443 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,385 | BOYAmt |
| EOY | $366,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,312,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,692,963 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,346 | BOYAmt |
| EOY | $619,587 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,280 | BOYAmt |
| EOY | $2,130,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,367,915 | BOYAmt |
| EOY | $5,937,616 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,869 | BOYAmt |
| EOY | $63,619 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,483,245 | BOYAmt |
| EOY | $6,351,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,719 | BOYAmt |
| EOY | $96,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,587,833 | BOYAmt |
| EOY | $6,510,745 | 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 | -$1,219,918 | BOYAmt |
| EOY | -$573,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,219,918 | BOYAmt |
| EOY | -$573,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,367,915 | BOYAmt |
| EOY | $5,937,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $646,789 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,403,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,600,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,148,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,043,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,188,967 | CurrentTaxYearAmt |
| Total | $9,384,774 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $669,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $681,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $834,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,458 | CurrentTaxYearAmt |
| Total | $3,641,647 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,729 | CurrentTaxYearAmt |
| Total | $126,266 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,088,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,343,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,779,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,894,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,046,154 | CurrentTaxYearAmt |
| Total | $13,152,687 | 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 | $13,152,687 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,390 | CurrentTaxYearAmt |
| Total | $129,075 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,390 | CurrentTaxYearAmt |
| Total | $129,075 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,089,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,352,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,817,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,073,544 | CurrentTaxYearAmt |
| Total | $13,281,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99120 | PublicSupportPY509Pct |
| Investment Income CY | 0.00970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00880 | 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
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 | $4,496,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,120,006 | DepreciationAmt |
| Book Value | $376,076 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $485,090 | DepreciationAmt |
| Book Value | $46,901 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,867 | DepreciationAmt |
| Book Value | $1,060 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $619,587 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANT DEPOSITS | $77,101 |
| ESCROW DEPOSITS | $200,806 |
| OTHER RESERVES | $192,346 |
| INVESTMENTS - OPERATIONS | $1,659,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,130,233 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT DEPOSITS HELD IN TRUST | $75,197 |
| PREPAID REVENUE | $20,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,016 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,073,544 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,073,544 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,073,544 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,426,755 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,426,755 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,426,755 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MARCH 31, 2021. DUE TO ITS TAX EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. 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 2018 REMAIN OPEN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY PARTNERS - MAYOR'S FUND FO EDUCATION | ||||||||||
| 65 PINE AVE 898 | LONG BEACH | CA | 90802 | 954302067 | 501(C)(3) | $10,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| WORLD CENTRAL KITCHEN | ||||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | 273521132 | 501(C)(3) | $50,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| LONG BEACH COMMUNITY TABLE (LBCT) | ||||||||||
| 3166 OSTROM AVE | LONG BEACH | CA | 90809 | 831361910 | 501(C)(3) | $4,057 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| AIDS FOOD STORE | ||||||||||
| PO BOX 91294 | LONG BEACH | CA | 90809 | 330586463 | 501(C)(3) | $11,229 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| MUSIQUE SUR LA MEK ORCHESTRAS INC | ||||||||||
| 404 PURDUE CIRCLE | SEAL BEACH | CA | 90740 | 463748273 | 501(C)(3) | $2,500 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| CULTURAL ALLIANCE OF LONG BEACH - VICTOR LADD | ||||||||||
| 727 PINE AVE | LONG BEACH | CA | 90813 | 547049628 | 501(C)(3) | $3,388 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| INTERNATIONAL CITY THEATER | ||||||||||
| 330 EAST SEASIDE WAY | LONG BEACH | CA | 90802 | 330306882 | 501(C)(3) | $5,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| LOS ANGELES OPERA | ||||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | 952096402 | 501(C)(3) | $5,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| LONG BEACH MUSEUM OF ART | ||||||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90603 | 952567271 | 501(C)(3) | $1,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| SAN FRANCISCO OPERA | ||||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | 940836240 | 501(C)(3) | $5,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| LONG BEACH SYMPHONY ASSOCIATION | ||||||||||
| 249 W OCEAN BLVD 200 | LONG BEACH | CA | 90802 | 956004958 | 501(C)(3) | $2,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| THE ROCK CLUB MUSIC IS THE REMEDY | ||||||||||
| PO BOX 90461 | LONG BEACH | CA | 908090461 | 460601534 | 501(C)(3) | $4,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| AAUW STOCKTON BRANCH COMMUNITY OUTREACH FUND INC | ||||||||||
| PO BOX 690663 | STOCKTON | CA | 95269 | 680441831 | 501(C)(3) | $1,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| ALZHEIMER'S ORANGE COUNTY | ||||||||||
| 2515 MCCABE WAY 200 | IRVINE | CA | 92614 | 953702013 | 501(C)(3) | $10,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| THE CHI STATE LEARNING IS FOR EVERYONE FOUNDATION DBA DELTA KAPPA GAMMA | ||||||||||
| PO BOX 105 | LINDEN | CA | 95236 | 770518118 | 501(C)(3) | $1,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| WILLMORE CITY HERITAGE ASSOCIATION | ||||||||||
| PO BOX 688 | LONG BEACH | CA | 90801 | 330201588 | 501(C)(3) | $10,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | |||
| FAMCO | ||||||||||
| 8618 TREASURE AVENUE | STOCKTON | CA | 95212 | 861151478 | 501(C)(3) | HELP TO MANAGE CASH FLOW OF AFFILIATE | $86,155 | BOOK VALUE | WRITE-OFF OF AFFILIATE ACCOUNTS RECEIVABLE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUSSELL L WYLIE | ||||||||||||||
| PRESIDENT/CEO | $172,120 | $0 | $0 | $0 | $11,856 | $0 | $0 | $0 | $0 | $0 | $183,976 | $0 | $0 | $0 |
| MICHAEL WYLIE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $166,620 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,620 | $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 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. |
| PART XII, LINE 12: | THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS OF SELECTING AND OVERSEEING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FAMCO | ||
| O | $86,155 | PAYROLL |
| FAMCO | ||
| R | $86,155 | WRITE-OFF OF A/R |