2026-02-13T08:48:01-06:00 2025-03-31 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-04-01 952821080 PARK BIXBY TOWER INC PARK 9164429100 8618 TREASURE AVENUE STOCKTON CA 95212 RUSSELL L WYLIE CHAIRMAN AND EXECUTIVE VP 2099316472 2026-02-11 1 1 JOLANTA TUCK P01340068 9164429100 2026-02-09 2024 2025-03-06 01:10:19Z RUSSELL L WYLIE 8618 TREASURE AVENUE STOCKTON CA 95212 4032829 0 X N/A X 1968 CA PROVIDE HOUSING FOR LOW-INCOME, ELDERLY FAMILIES & CONDUCT OTHER ACTIVITIES FOR THEIR BENEFIT 10 5 7 0 0 0 3117956 2830582 948709 1041522 60365 82799 190421 77926 4317451 4032829 205539 224753 0 0 668418 812020 0 0 0 2581311 2884536 3455268 3921309 862183 111520 6400736 6472606 6247313 6206813 153423 265793 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. 0 0 2631389 1119448 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. 224753 224753 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. 2856142 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 11 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 5 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X RUSSELL WYLIE 2099316472 8618 TREASURE AVE STOCKTON CA 95212 LOIS RICHEY DIRECTOR 1.00 1.00 X 3750 0 0 LORA KERMODE WYLIE DIRECTOR 1.00 1.00 X 3750 0 0 MARK DUNN DIRECTOR 1.00 1.00 X 19350 0 0 MATTHEW WYLIE DIRECTOR 1.00 1.00 X 3750 0 0 MICHAEL WILLCOXON SECRETARY/DIRECTOR 1.00 1.00 X X 19350 0 0 MICHAEL WYLIE EXECUTIVE VP 35.00 5.00 X X 238267 0 73598 NANCY HATHCOCK RESIDENT PROGRAM DIR./DIRECTOR 40.00 1.00 X 80750 0 0 RUSSEL WYLIE PRESIDENT & CEO 39.00 1.00 X X 269844 0 61533 THADDEUS WOJCIK DIRECTOR 1.00 1.00 X 3750 0 0 WILLIAM HALEY TREASURER/DIRECTOR 5.00 1.00 X X 3750 0 0 646311 0 135131 2 0 1 0 TOTAL ACCESS ELEVATOR 13011 FLORENCE AVE SANTA FE SPRINGS CA 90670 ELEVATOR 661624 SUPERIOR ELECTRICAL 8613 HELMS AVE RANCH CUCAMONGA CA 91730 ELECTRICAL 542693 EXECUTIVE COATINGS 9849 E EASTER AVE CENTENNIAL CO 80112 SLIDING DOORS 224757 247 CARPET CARE PO POX 9601 REDLANDS CA 92373 FLOORING INSTALLATION & REPAIR 188237 4 100000 2730582 2830582 NET RENTAL REVENUE 531110 1041522 1041522 1041522 82799 82799 INSURANCE PROCEEDS 531390 59815 59815 LAUNDRY AND VENDING 531390 8659 8659 9452 9452 77926 4032829 1119448 0 82799 224753 224753 766824 766824 4324 4324 40872 40872 222959 45083 177876 26419 5920 20499 54772 54772 333477 333477 5980 5980 371488 371488 1682799 1682799 125800 125800 BAD DEBTS 53006 53006 TAXES/LICENSES/PERMITS 7836 7836 3921309 2856142 1065167 0 1636558 243880 1009968 1831720 522958 557237 417266 451598 7953216 4947165 1715361 3006051 1098625 382120 6400736 6472606 232191 330974 31503 42383 81910 86662 5901709 5746794 6247313 6206813 X 153423 265793 153423 265793 6400736 6472606 111520 850 0 X 0 1 X 1 1 1 X 2188967 2217188 2246995 3117956 2830582 12601688 847458 876523 939574 948709 1041522 4653786 3036425 3093711 3186569 4066665 3872104 17255474 0 0 0 17255474 27390 32978 11999 60365 82799 215531 27390 32978 11999 60365 82799 215531 9729 16171 8905 190421 77926 303152 3073544 3142860 3207473 4317451 4032829 17774157 0.97080 0.97420 0.01210 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 195550 195550 5589681 4253751 1335930 1398931 597124 801807 769054 96290 672764 3006051 TENANT DEPOSITS 88115 ESCROW DEPOSITS 80460 OTHER RESERVES 213545 382120 X 4094827 850 61148 61998 4032829 0 4032829 3982457 61148 61148 3921309 0 3921309 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. 1 INTERNATIONAL CITY THEATRE 330 EAST SEASIDE WAY LONG BEACH CA 90802 330306882 501(C)(3) 10000 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) 10000 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) 10000 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) 7500 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) 6000 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) 126753 0 GENERAL SUPPORT LONG BEACH HERITAGE - BEMBRIDGE HOUSE PO BOX 92521 LONG BEACH CA 90809 953769024 501(C)(3) 16000 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) 9000 0 HOUSING ASSISTANCE CHRISTIAN OUTREACH IN ACTION 515 EAST THIRD STREET LONG BEACH CA 90802 330008271 501(C)(3) 12500 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) 7000 0 GENERAL SUPPORT 10 0 PART I, LINE 2: GRANTS ARE MADE AND THEN SUPERVISED BY AN OFFICER AND/OR BOARD MEMBER, AND PROGRESS/COMPLETION IS REPORTED TO THE BOARD. X X 0 0 0 0 0 0 0 0 0 RUSSEL WYLIE PRESIDENT & CEO 257988 0 0 0 11856 0 46716 0 14817 0 331377 0 0 0 MICHAEL WYLIE EXECUTIVE VP 238267 0 0 0 0 0 41528 0 32070 0 311865 0 0 0 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. FAMCO 8618 TREASURE AVENUE STOCKTON CA 95212 861151478 RELIGIOUS CA 501(C)(3) LINE 12A, I PARK BIXBY 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 FAMCO D 460203 FAIR MARKET VALUE FAMCO C 100000 CASH