Burbank Orchards INC EIN 94-3010544 Form 990 (PDF) Claim this org

Burbank Orchards INC

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Builds affordable homes for elderly people with limited income. For fiscal year 2025 it reported $894K in revenue, $774K in expenses, and $427K in net assets.Pt I

Type
Public charity (501(c)(3)) · Housing
Location
Sebastopol, CA
Filings
6 on file (2020–2025)
Revenue
$894KFY2025
Expenses
$774K
Net assets
$427K
People
7
Filings
6
Updates
0
More identity details & actions ⌄
EIN  94-3010544 Public charity (501(c)(3)) Sebastopol, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Builds affordable homes for elderly people with limited income.
Leadership
Lisa Dawson · President
Money in and out
$894K revenue, $774K expenses
Bottom line
91% program efficiency
Where the money goes · FY2025
Total revenue
$894K
Pt VIII · Ln 12
Total expenses
$774K
Pt IX · Ln 25
Net assets
$427K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $120K
Where spending went · Part IX cols B–D
Program services $0.91 Management & general $0.09
Program efficiency
91%
of spending reaches programs+0.2% vs prior filing year
Operating runway
0.3mo
months of highly liquid reserves at operating expense rate▲ +50% vs prior filing year
Surplus margin
+13%
revenue over expenses, this year▲ +34% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$894K
FY2025▲ +5%
Expenses
$774K
FY2025▲ +1%
Total assets
$1.5M
FY2025▼ -1%
Total liabilities
$1.1M
FY2025▼ -11%
Total revenue
$894K
Pt VIII · Ln 12
Total expenses
$774K
Pt IX · Ln 25
Net assets
$427K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$120K
Total assetsPt X · Ln 16$1.5M
Program-expense ratioPt IX · col B91%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47
Mission & Programs · Part III

Where the work happens

1 program service account for $703K of program spending, described in the organization's own filed words · FY2024.
01

To provide rental facilities for low-income senior citizens.

$703Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBurbank Orchards INC
EINHdr · item D94-3010544
Principal addressHdr · item CSebastopol, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHousing (L22Z)
Ruling yearIRS BMFOct 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Secretary/Treas
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$591K · 66%
Program service revenue$302K · 34%
Contributions & grants66%$591K
Program service revenue34%$302K
Investment income$1K
Other revenue$216
— government grantsLn 1e$591K
Total revenueLn 12$894K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.09
Program services91%$703K
Management & general9%$72K
Total functional expensesLn 25$774K

Balance Sheet

Part X · end of year
CashLn 1$22K
Total assetsLn 16$1.5M
Total liabilitiesLn 26$1.1M
Total net assetsLn 32$427K
Months of cash on handcomputed0.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $22K · Operating expenses/yr $774K
0.3 months
Where the money goes
Program services
Program services $703K · Total expenses $774K
91%
Management & General
Management & general $72K · Total expenses $774K
9%
Fundraising
Fundraising $0 · Total expenses $774K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $591K · Total revenue $894K
66%
Government reliance
Government grants $591K · Total revenue $894K
66%
Earned-income share
Program service revenue $302K · Total revenue $894K
34%
Investment reliance
Investment income $1K · Total revenue $894K
+0.1%
Program self-sufficiency
Program service revenue $302K · Total expenses $774K
39%
Growth & trend
Revenue growth (YoY)
This year $894K · Prior year $848K
+5%
Revenue CAGR
FY2019 $755K · FY2024 $894K
+3%
Net-asset trend (YoY)
End of year $427K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $894K · Expenses $774K
+13%
Liabilities-to-Assets
Total liabilities — · Total assets $1.5M
Net-asset ratio
Net assets $427K · Total assets $1.5M
28%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $1.5M
0%
People & payroll
Highest Reported Total Compensation
Individual Lisa Dawson · Reported title President · Highest reported compensation $0 · Total expenses $774K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $173K · Total expenses $774K
22%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 91%
Overhead ratio 9%
Fundraising cost ratio 0%
Revenue growth 5%
Investment management fee ratio 0%
Legal fee ratio 0.6%
Accounting fee ratio 3%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$9K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$894K revenue · viewing · ⤓ 990 PDF
FY2024$848K revenue · ⤓ 990 PDF
FY2023$821K revenue · ⤓ 990 PDF
FY2022$790K revenue · ⤓ 990 PDF
FY2021$761K revenue · ⤓ 990 PDF
FY2020$755K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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