Alexander House Foundation FY2021 filing

Tax-deductible

Santa Barbara, CA501(c)(3)Since 1940Human ServicesEIN 95-1190502

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Assist needy elderly individuals to maintain housing through grants and subsidies

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $30K a year · 19% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $35K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$610
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 2 voting members
Looks good: 2 of 2 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$181K
Spent
$218K
To programs
88%
Net assets
$2.8M
By yearFY2021–FY2025
Revenue
$181K
FY2021
Revenue by fiscal year
FY2021$181K
FY2022$191K
FY2023$133K
FY2024$123K
FY2025$152K
FY2025$201K
Expenses
$218K
FY2021
Expenses by fiscal year
FY2021$218K
FY2022$187K
FY2023$174K
FY2024$178K
FY2025$170K
FY2025$165K
Net assets
$2.8M
FY2021
Net assets by fiscal year
FY2021$2.8M
FY2022$2.8M
FY2023$2.8M
FY2024$2.7M
FY2025$2.7M
FY2025$2.8M

From the FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $193K Management & general 11% · $23K Fundraising 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Alexander House Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps elderly individuals with household expenses and support.

Provided by the organization

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1 program service account for $193K of program spending, described in the organization's own filed words · FY2020.
01

Provided support and grants on a monthly basis for needy elderly individuals to assist them in maintaining a household. Served 23 clients.

$193Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 4 grants · $498K · 2020–2024
Unitemized GrantFY2024$107,460
Unitemized GrantFY2023$118,966
Unitemized GrantFY2021$122,584
Unitemized GrantFY2020$149,160

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$181K
Ln 12
Investment incomeLn 3$129K
Gifts and grantsLn 1h$52K
Other incomeLn 4–11$2
Money outPt IX
$218K
Ln 25
Programscol B$193K
Managementcol C$23K
Fundraisingcol D$2K
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$48K
Total assetsLn 16$2.8M
LiabilitiesLn 26$610
PeoplePt VI, VII
2
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$52K
Investment incomeLn 3$129K
Other incomeLn 4–11$2
Gains on assetsLn 7$60K
Total revenueLn 12$181K
Assets in detailPt X, end of year
CashLn 1$18K
SavingsLn 2$29K
Cash and savings togetherLn 1–2$48K
InvestmentsLn 11–13$2.8M
Total assetsLn 16$2.8M
LiabilitiesLn 26$610
Net assetsLn 32$2.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$92K$48K
InvestmentsLn 11–13$2.8M$2.8M
Total assetsLn 16$2.9M$2.8M
LiabilitiesLn 26$2K$610
Net assetsLn 32$2.9M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$149K$149K
Pay of current officers, directors and key staffLn 5$26K$26K
Payroll taxesLn 10$2K$2K
Accounting feesLn 11c$5K$5K
Professional fundraising feesLn 11e$2K$2K
Investment management feesLn 11f$23K$23K
Office expensesLn 13$861$861
TravelLn 17$296$296
Other expenses (24a–d)Ln 24$10K$10K
Total functional expensesLn 25$218K$193K$23K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $152K$170K−$18K$2.7M 990 PDF
FY2024 $123K$178K−$55K$2.7M 990 PDF
FY2023 $133K$174K−$42K$2.8M 990 PDF
FY2022 $191K$187K$3K$2.8M 990 PDF
FY2021 Viewing $181K$218K−$37K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $181,397 across 6 lines filed
VIII-1f All other contributions, gifts and grants$52,275
VIII-1h Total contributions, gifts and grants$52,275
VIII-3 Investment incomeExcluded from tax $69,617$69,617
VIII-5 RoyaltiesExcluded from tax $2$2
VIII-7 Net gain or loss on sales of assetsExcluded from tax $59,503$59,503
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $129,122$181,397
Part IX · Statement of functional expenses $218,023 across 9 lines filed
IX-2 Grants to domestic individualsPrograms $149,160$149,160
IX-5 Pay of current officers, directors and key staffPrograms $25,900$25,900
IX-10 Payroll taxesPrograms $2,265$2,265
IX-11c Accounting feesPrograms $4,643$4,643
IX-11e Professional fundraising feesFundraising $1,828$1,828
IX-11f Investment management feesManagement $23,379$23,379
IX-13 Office expensesPrograms $861$861
IX-17 TravelPrograms $296$296
IX-24 Other expenses (24a–d)Programs $9,691$9,691
IX-25 Total functional expensesPrograms $192,816 · Management $23,379 · Fundraising $1,828$218,023
Part X · Balance sheet $2,831,769 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $40,770$18,456
X-2 Savings and temporary cash investmentsStart of year $51,045$29,337
X-11 Publicly traded securitiesStart of year $2,777,527$2,783,976
X-16 Total assetsStart of year $2,869,342$2,831,769
X-25 Other liabilitiesStart of year $1,557$610
X-26 Total liabilitiesStart of year $1,557$610
X-32 Total net assets or fund balancesStart of year $2,867,785$2,831,159
X-33 Total liabilities and net assetsStart of year $2,869,342$2,831,769
Part XI · Reconciliation of net assets $2,831,159 net assets at year end
XI-1 Total revenue$181,397
XI-2 Total expenses$218,023
XI-3 Revenue less expenses−$36,626
XI-4 Net assets at start of year$2,867,785
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,831,159

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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