PLYMOUTH PLACE INC Charity Report

Public IRS 990 nonprofit record

PLYMOUTH PLACE INC

EIN 95-3835688 · Housing & Shelter (L22Z)

What they do

PLYMOUTH PLACE, INC. is A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES of THE STATE of CALIFORNIA. THE CORPORATION WAS FORMED for THE PURPOSE of OPERATING A 65 UNIT COMMUNITY KNOWN AS PLYMOUTH PLACE LOCATED IN STOCKTON, CALIFORNIA, WHICH PROVIDES HOUSING for LOW INCOME ELDERLY PERSONS PURSUANT to SECTION 202 of THE NATIONAL HOUSING ACT, AS AMENDED. ON OCTOBER 1, 2021, THE PROPERTY SOLD to PLYMOUTH PLACE RHF PARTNERS, L.P..PLYMOUTH PLACE, INC. NOW FUNDS THE PROJECT THROUGH A SELLER CARRYBACK LOAN, and is THE MAJORITY MEMBER of PLYMOUTH PLACE RHF HOUSING, LLC. THE MAIN PURPOSE of THIS ENTITY GOING FORWARD WILL BE A FINANCING ARM of THE LOW INCOME HOUSING PROJECT THROUGH THE NEW PARTNERSHIP.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.89%of revenue went to mission work100.0% of expenses · Program services

$65.89spent for every $100 of revenueRevenue covered expenses this year.

$39.75in assets for every $1 spent this yearSome assets cannot be spent right away.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $68,128 for HARTMAN STUART J (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$329,741

Mission workProgram services$217,25465.89% of revenue100.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$112,48734.11% of revenueShown in gray on the chart

Total expenses$217,25465.89% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 65.89% of revenue

2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 373.80% of revenue

2021Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingRevenue comparison unavailable

2020Expense mix: 90.5% mission · 9.5% management · 0.0% fundraisingTotal expenses: 6.23% of revenue

2019Expense mix: 92.3% mission · 7.7% management · 0.0% fundraisingTotal expenses: 74.32% of revenue

2018Expense mix: 90.8% mission · 9.2% management · 0.0% fundraisingTotal expenses: 80.14% of revenue

2017Expense mix: 92.6% mission · 7.4% management · 0.0% fundraisingTotal expenses: 79.62% of revenue

2016Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 81.10% of revenue

Money in and money out

Revenue$329,741

Expenses$217,254

Annual surplus $112,487 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$217,254 · 100.0% of expenses

See all reported dollar amounts

Revenue$329,741

Expenses$217,254

Assets$8,636,781

Income$329,741

Mission work (program services)$217,254

Grants given$1,510,896

Average grant$755,448

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

HARTMAN STUART JPRESIDENT/CEO $68,128Base · Other $68,128

AMBERG ROBERT REXECUTIVE VP GEN COUNSEL $49,216Base · Other $49,216

TITUS STEPHANIE LVP PHILANTHROPY/CSO $49,191Base · Other $49,191

GILCHRIST KEVIN DARRELLVP DEVELOPMENT FINANCE $48,817Base · Other $48,817

BATTAGLIA NADAVP HUMAN RESOURCES $46,746Base · Other $46,746

NAPIERSKIE DAVID WVP HEALTH CARE OPERATIONS $41,335Base · Other $41,335

ESCANDON YURI ANDREWVP HOUSING OPERATIONS $40,606Base · Other $40,606

MAGNONE VINCENT BVP TREASURY & INVSTMT OFF $37,102Base · Other $37,102

ROSSELLO FRANK JRCFO AND VP OF FINANCE $25,235Base · Other $25,235

SILVA JOANNE LVP OCCUPANCY & TAX CREDIT $23,842Base · Other $23,842

FARD BOB JVP ACQUIS AND PROJ DEV $21,908Base · Other $21,908

PURCELL CHRISTOPHERCONTROLLER $19,731Base · Other $19,731

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (36)

HARTMAN STUART JPRESIDENT/CEO

AMBERG ROBERT REXECUTIVE VP GEN COUNSEL

TITUS STEPHANIE LVP PHILANTHROPY/CSO

GILCHRIST KEVIN DARRELLVP DEVELOPMENT FINANCE

BATTAGLIA NADAVP HUMAN RESOURCES

NAPIERSKIE DAVID WVP HEALTH CARE OPERATIONS

ESCANDON YURI ANDREWVP HOUSING OPERATIONS

MAGNONE VINCENT BVP TREASURY & INVSTMT OFF

ROSSELLO FRANK JRCFO AND VP OF FINANCE

SILVA JOANNE LVP OCCUPANCY & TAX CREDIT

FARD BOB JVP ACQUIS AND PROJ DEV

PURCELL CHRISTOPHERCONTROLLER

KING DIANE DCOMPL AND PRIVACY OFFICER

CLOW JOHN CVP RISK MANAGEMENT

RAGON CHRISTY ANNVP OF COMMUNICATIONS

FOX BUCHAN LAURA LDIRECTOR OF CORP RECORDS

RICANO PEGGYACCT MANAGER EXEMPT

INGRAO SALVATORE ADEVEL ACCOUNTING DIR

DO THANH-THANHACCT MANAGER EXEMPT

ROBINSON TINA MVP HOUSING ACCOUNTING

BUNKHONG DONNAACCOUNTING LEAD SR.

YOUNG SEESEEINTERNAL AUDIT DIRECTOR

STECKBECK KENTBUDGET & ANALYTICS DIR

PHELPS LORI ANNINFO SYSTEMS DIRECTOR

MICKELSON LAVONNE RDIR OF AFFORD HOUSING OPS

RIVERA MICHAELREGL MANAGER HEALTH CARE

KENNEDY TERESANURSE TRAINER EXEMPT

POLLOCK JEFFREY RDIRECTOR

MOYER DAVID SDIRECTOR

BUNN ANDREWTREASURER

HART DONALD GDIRECTOR

SEE SCHEDULE JO SALARYDISCLOSURE - PGS 34 & 38

DESAEGHER NORMA NVICE PRESIDENT

BAUMAN JOHNDIRECTOR

WILSON CHERYLDIRECTOR

EAST RAYMOND EDIRECTOR

About this charity

Recognized since: January 1983
Location: 911 STUDEBAKER ROAD, LONG BEACH, CA 90815-4900
County: Los Angeles
In care of: % RHF
Primary officer: FRANK ROSSELLO, CFO/VP FINANCE

How to reach them

WebsiteVisit the charity’s website Emailinfo@rhf.org Phone(562) 257-5100

Filing and classification

Latest tax year: 2023
Tax period began: December 1, 2023
Return type: 990
Tax preparer: DAUBY OCONNOR & ZALESKI LLC
NTEE classification: Housing & Shelter (L22Z)
IRS tax category: Assisted Living Facilities for the Elderly
Grant-giving organization: Yes