Bardeen Partners Inc
- Assets
- $222.0m
- Revenue
- $8.5m
- Investments
- $220.7m
- Employees
- 0
- Location
- Irvine, CA
- Founding
- 02/1992
- Data as of
- 06/2022
- EIN
- 33-0465358
Organization Overview
Bardeen Partners Inc is located in Irvine, CA. The organization was established in 1992. According to its NTEE Classification (W11) the organization is classified as: Single Organization Support, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bardeen Partners Inc is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 06/2022, Bardeen Partners Inc generated $8.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.4% each year. All expenses for the organization totaled $8.1m during the year ending 06/2022. While expenses have increased by 1.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BARDEEN PARTNERS WAS FORMED FOR THE PURPOSE OF ACCOUNTING FOR THE FINANCIAL DATA AND TRANSACTIONS FOR CERTAIN IRVINE RANCH WATER DISTRICT REAL ESTATE INVESTMENTS, INCLUDING THE INVESTMENTS IN WOOD CANYON VILLAS, SYCAMORE CANYON APARTMENTS, AND IRVINE TECHNOLOGY CENTER. BARDEEN PARTNERS IS GOVERNED BY A BOARD OF DIRECTORS CONSISTING OF THE FIVE MEMBERS OF IRVINE RANCH WATER DISTRICT'S BOARD OF DIRECTORS. BARDEEN PARTNERS DOES NOT ISSUE SEPARATE FINANCIAL STATEMENTS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peer Swan Vice President | OfficerTrustee | 1 | $0 |
John Withers President | OfficerTrustee | 1 | $0 |
Leslie Bonkowski Secretary | Officer | 1 | $0 |
Jennifer Davis Asst. Treasurer | Officer | 1 | $0 |
Robert Jacobson Treasurer | Officer | 1 | $0 |
Cheryl Clary Asst. Treasurer | Officer | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Reliable Renovation Renovation Services | 6/29/22 | $438,977 |
Vinco Construction Corporation Construction Services | 6/29/22 | $300,655 |
Dms Facility Services Llc Facility Services | 6/29/22 | $266,181 |
James Elsasser Dba All Star Electric H Hvac Services | 6/29/22 | $169,120 |
Hd Supply Facilities Maintenance Ltd Maintenance Services | 6/29/22 | $116,922 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $540,214 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $7,600,334 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $8,491,991 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $8,061,240 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $61,400 |
| Total functional expenses | $8,122,640 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,177,744 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $22,109 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $68,778 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $220,684,459 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $221,953,090 |
| Accounts payable and accrued expenses | $68,685 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $715,587 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $784,272 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $221,168,818 |
| Total liabilities and net assets/fund balances | $221,953,090 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bardeen Partners Inc Irvine, CA | $221,953,090 | $8,491,991 |
Eic Qalicb Inc San Jose, CA | $0 | $8,365,569 |
Auxilium Inc Phoenix, AZ | $534,753 | $1,963,687 |
Bishop Gorman Development Corporation Las Vegas, NV | $36,116,294 | $2,816,340 |
County Of Mono Economic Development Corporation Bridgeport, CA | $20,790,900 | $998,764 |
Oregon State Capitol Foundation Salem, OR | $1,845,972 | $632,873 |
Inland Empire Community Collaborative San Bernardino, CA | $718,042 | $825,568 |
Natan Foundation La Jolla, CA | $5,304,765 | $504,348 |
Mendocino County Public Facilities Corporation Ukiah, CA | $38,712,393 | $1,864,827 |
The American Friends Of The Citizens Empowerment Ctr In Israel Beverly Hills, CA | $1,447 | $561,000 |
Santa Barbara Public Library Foundation Santa Barbara, CA | $3,473,358 | $1,440,574 |
Wisdom & Money Menlo Park, CA | $331,968 | $428,077 |