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Nonprofiteer
← SAN BERNARDINO SENIOR HOUSING INC

Form 990 for tax year 2022

Filed by SAN BERNARDINO SENIOR HOUSING INC.

Totals

Total revenue
$942,788
Total expenses
$1,010,225
Contributions and grants received
$620,112
Grants paid
$0
Program service revenue
$315,553
Investment income
$6,526
Other revenue
$597
Total assets, end of year
$3,927,796
Total liabilities, end of year
$136,052
Net assets or fund balances, end of year
$3,791,744
Program services expenses (Part IX)
$745,212
Management and general expenses
$265,013
Fundraising expenses
$0
Program service expenses (Part III)
$745,212

Program services were 73.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $620,112

  • 2a · Program service revenue: RENTAL INCOME

    total $315,553 · related or exempt $315,553

  • 3 · Investment income

    total $6,526 · excluded $6,526

  • 11a · Other revenue: LAUNDRY & VENDING

    total $348 · excluded $348

  • 11b · Other revenue: OTHER REVENUE

    total $249 · excluded $249

  • 11e · Other revenue, total

    $597

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $133,535 · management and general $133,535

  • 11b · Fees: legal

    total $1,067 · management and general $1,067

  • 11c · Fees: accounting

    total $5,224 · management and general $5,224

  • 12 · Advertising and promotion

    total $522 · management and general $522

  • 13 · Office expenses

    total $27,341 · management and general $27,341

  • 16 · Occupancy

    total $379,540 · program services $379,540

  • 22 · Depreciation, depletion and amortization

    total $162,139 · program services $162,139

  • 23 · Insurance

    total $54,259 · program services $54,259

  • 24a · Other expenses: MTG CO EMPLOYEE CHARGEB

    total $246,598 · program services $149,274 · management and general $97,324

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,391 · end of year $10,844

  • 4 · Accounts receivable

    beginning of year $6,392 · end of year $15,532

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,517 · end of year $10,396

  • 10a · Land, buildings and equipment: cost or other basis

    $6,509,693

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,173,613

  • 10c · Land, buildings and equipment, net

    beginning of year $3,397,210 · end of year $3,336,080

  • 13 · Investments: program-related

    beginning of year $520,343 · end of year $519,468

  • 15 · Other assets

    beginning of year $21,709 · end of year $35,476

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,786 · end of year $100,912

  • 19 · Deferred revenue

    beginning of year $3,761 · end of year $2,218

  • 25 · Other liabilities

    beginning of year $31,834 · end of year $32,922

  • 27 · Net assets without donor restrictions

    beginning of year $3,859,181 · end of year $3,791,744

Mission and programs · 2022

Mission

TO PROVIDE HOUSING FACILITIES FOR LOW INCOME SENIOR CITIZENS.

  • SAN BERNARDINO SENIOR HOUSING, INC., IS A CALIFORNIA NON-PROFIT HOUSING CORPORATION ORGANIZED ON A NON-STOCK BASIS BY COOPERATIVE SERVICES, INC., A MICHIGAN NON-PROFIT COOPERATIVE. THE CORPORATION WAS FORMED DECEMBER 29, 1999 TO ACQUIRE AN INTEREST IN REAL PROPERTY LOCATED IN SAN BERNARDINO, CALIFORNIA AND TO CONSTRUCT AND OPERATE THEREON AN APARTMENT PROJECT OF 75 UNITS. HOUSING IS PROVIDED TO LOW INCOME SENIORS IN COOPERATION WITH THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.

    Expenses $745,212 · Revenue $315,553

As filed on the 2022 return.

Listed in Part VII

  • ANNIE MITCHELL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • ALEX AHO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • SHERYLE MOREY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • JERI DRAUGHON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • CINDY LAMB

    ASSISTANT TREASURER

    Total calculated
    $225,264
    From this org
    $0
    From related orgs
    $191,147
    Other
    $34,117
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,147 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,503 related
    Nontaxable benefits
    $0 + $8,614 related
    Filer's total
    $0 + $225,264 related

  • ANNE SACKRISON

    ASSISTANT SECRETARY

    Total calculated
    $285,321
    From this org
    $0
    From related orgs
    $233,866
    Other
    $51,455
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,866 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,156 related
    Nontaxable benefits
    $0 + $24,299 related
    Filer's total
    $0 + $285,321 related

  • RILLAR MCDANIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • ETHEL YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • GERALD MAHOM JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • ELAINE HERRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • MARIETTA MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • DEANIE ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.9 related

  • DARLA HUTTINGER

    REGIONAL MANAGER

    Total calculated
    $199,060
    From this org
    $0
    From related orgs
    $162,631
    Other
    $36,429
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,631 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,920 related
    Nontaxable benefits
    $0 + $14,509 related
    Filer's total
    $0 + $199,060 related

  • MARGUERITE D ANGELO

    REGIONAL MANAGER

    Total calculated
    $195,156
    From this org
    $0
    From related orgs
    $169,296
    Other
    $25,860
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,296 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,673 related
    Nontaxable benefits
    $0 + $5,187 related
    Filer's total
    $0 + $195,156 related

  • DIANE SMITH

    NATIONAL DEVELOPMENT MANAGER

    Total calculated
    $233,913
    From this org
    $0
    From related orgs
    $185,330
    Other
    $48,583
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,330 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,284 related
    Nontaxable benefits
    $0 + $24,299 related
    Filer's total
    $0 + $233,913 related

  • TIM BRAUNSCHEIDAL

    CHIEF OPERATIONS OFFICER

    Total calculated
    $203,366
    From this org
    $0
    From related orgs
    $158,517
    Other
    $44,849
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,517 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,550 related
    Nontaxable benefits
    $0 + $24,299 related
    Filer's total
    $0 + $203,366 related

  • MEL HUDSON

    NATIONAL CONSTRUCTION MANAGER

    Total calculated
    $233,476
    From this org
    $0
    From related orgs
    $174,841
    Other
    $58,635
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,841 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,236 related
    Nontaxable benefits
    $0 + $34,399 related
    Filer's total
    $0 + $233,476 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3:
THE BOARD PERIODICALLY CONDUCTS COMPENSATION STUDIES AND DETERMINES THE COMPENSATION OF THE GENERAL MANAGER.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
6 April 2024
IRS schema version
2022v5.0
Source object
202431359349309953

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