Civic Intelligence

Knox District Housing

EIN 01-0405256 • 501(c)3 • Bar Harbor, ME

Profile

The organization provides housing for the handicapped.

1200 State Hwy 3Bar Harbor, ME 04609

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.82x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

4.80x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.5%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

-0.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$349,356

Down $20,467 (-5.5%) from 2023

Liabilities

Up

$636,383

Up $7,209 (+1.1%) from 2023

Net Assets

Down

-$287,027

Down $27,676 (-11%) from 2023

Revenue

Down

$132,625

Down $1,222 (-0.9%) from 2023

Expenses

Up

$160,301

Up $10,820 (+7.2%) from 2023

Net Income

Down

-$27,676

Down $12,042 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2010: $412,685Liabilities 2010: $521,501Net Assets 2010: -$108,8162010Assets 2011: $412,918Liabilities 2011: $509,909Net Assets 2011: -$96,9912011Assets 2012: $415,372Liabilities 2012: $497,152Net Assets 2012: -$81,7802012Assets 2013: $773,055Liabilities 2013: $871,401Net Assets 2013: -$98,3462013Assets 2014: $716,611Liabilities 2014: $829,614Net Assets 2014: -$113,0032014Assets 2015: $681,130Liabilities 2015: $802,878Net Assets 2015: -$121,7482015Assets 2016: $642,487Liabilities 2016: $782,793Net Assets 2016: -$140,3062016Assets 2017: $541,601Liabilities 2017: $699,911Net Assets 2017: -$158,3102017Assets 2018: $518,073Liabilities 2018: $690,643Net Assets 2018: -$172,5702018Assets 2019: $516,340Liabilities 2019: $711,319Net Assets 2019: -$194,9792019Assets 2020: $454,684Liabilities 2020: $668,407Net Assets 2020: -$213,7232020Assets 2021: $434,747Liabilities 2021: $656,086Net Assets 2021: -$221,3392021Assets 2022: $402,399Liabilities 2022: $646,116Net Assets 2022: -$243,7172022Assets 2023: $369,823Liabilities 2023: $629,174Net Assets 2023: -$259,3512023Assets 2024: $349,356Liabilities 2024: $636,383Net Assets 2024: -$287,0272024

Highlighted filing

2024

Assets$349,356
Liabilities$636,383
Net Assets-$287,027

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $122,690Expenses 2010: $109,546Net Income 2010: $13,1442010Revenue 2011: $122,716Expenses 2011: $110,891Net Income 2011: $11,8252011Revenue 2012: $123,142Expenses 2012: $107,931Net Income 2012: $15,2112012Revenue 2013: $127,137Expenses 2013: $143,703Net Income 2013: -$16,5662013Revenue 2014: $127,269Expenses 2014: $141,926Net Income 2014: -$14,6572014Revenue 2015: $127,419Expenses 2015: $143,484Net Income 2015: -$16,0652015Revenue 2016: $128,747Expenses 2016: $147,305Net Income 2016: -$18,5582016Revenue 2017: $130,438Expenses 2017: $148,442Net Income 2017: -$18,0042017Revenue 2018: $132,024Expenses 2018: $146,284Net Income 2018: -$14,2602018Revenue 2019: $133,247Expenses 2019: $155,656Net Income 2019: -$22,4092019Revenue 2020: $135,069Expenses 2020: $153,813Net Income 2020: -$18,7442020Revenue 2021: $130,404Expenses 2021: $138,020Net Income 2021: -$7,6162021Revenue 2022: $130,850Expenses 2022: $153,228Net Income 2022: -$22,3782022Revenue 2023: $133,847Expenses 2023: $149,481Net Income 2023: -$15,6342023Revenue 2024: $132,625Expenses 2024: $160,301Net Income 2024: -$27,6762024

Highlighted filing

2024

Revenue$132,625
Expenses$160,301
Net Income-$27,676

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$6.36$2.87$1.33$1.60$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.70$6.29$2.59$1.34$1.49$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.02$6.46$2.44$1.31$1.53$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.35$6.56$2.21$1.30$1.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.55$6.68$2.14$1.35$1.54$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.16$7.11$1.95$1.33$1.56$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.18$6.91$1.73$1.32$1.46$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.42$7.00$1.58$1.30$1.48$0.18
2016Detailed filing. Detailed filing data is available for this year.$6.42$7.83$1.40$1.29$1.47$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.81$8.03$1.22$1.27$1.43$0.16
2014Detailed filing. Detailed filing data is available for this year.$7.17$8.30$1.13$1.27$1.42$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$8.71$0.98$1.27$1.44$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$4.97$0.82$1.23$1.08$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$5.10$0.97$1.23$1.11$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$5.22$1.09$1.23$1.10$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 11, 2024
Return Version
2023v5.1
Gross Receipts
$132,625
Mission and Program Overview

Mission

The organization provides housing for the handicapped.

HANDICAPPED HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$268,510$234,019▼ $34,491
Cash and Non-Interest-Bearing Accounts$94,821$108,389▲ $13,568
Prepaid Expenses and Deferred Charges$3,472$3,543▲ $71
Accounts Receivable$40$361▲ $321
Total Assets$369,823$349,356▼ $20,467
Other Assets Total$2,980$3,044▲ $64
Liabilities
Mortgage Notes Payable Secured by Investment Property$615,709$601,425▼ $14,284
Other Liabilities$5,382$25,091▲ $19,709
Accounts Payable and Accrued Expenses$8,083$9,867▲ $1,784
Total Liabilities$629,174$636,383▲ $7,209
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-259,351$-287,027▼ $27,676
Total Net Assets Fund Balance$-259,351$-287,027▼ $27,676
Total Liabilities and Net Assets / Fund Balance$369,823$349,356▼ $20,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$202,868$822,341$1,025,209
Land$31,151-$31,151
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$66,974
Program Service Revenue
$64,655
Investment Income
$996
Other Revenue
$0
Change in Net Assets
$-27,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$132,625
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$132,625
Total Revenue per Form 990
$132,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,301
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$34,491--$34,491
Interest$27,831--$27,831
Fees for Services Legal$15,403--$15,403
Office Expenses$8,727--$8,727
Fees for Services Management$8,643--$8,643
Insurance$8,098--$8,098
Other Expenses$50--$50
Total Functional Expenses$160,301$0$0$160,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$160,301
Total Expenses per Audited Statements$160,301
Total Expenses per Form 990$160,301
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable - Affiliate$20,000
Tenant Security Deposits$2,987
Accrued Interest$2,104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Ralph and judy calderone are married bod members.

Form 990, Part VI, Section B, Line 11B

The president reviews the 990 annually with the bod.

Form 990, Part VI, Section B, Line 12C

The president reviews conflict of interest policy annually with the bod.

Form 990, Part VI, Section C, Line 19

All organizing and operating documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Knox District Housing
EIN
01-0405256
Phone
2076677464
Address
1200 STATE HWY 3, BAR HARBOR, ME 04609

Signing Officer

Name
Anthony Zambrano
Title
President
Phone
2076677464
Signed
2024-12-11

Organization Details

Principal Officer
Anthony Zambrano
Formed
1989
Legal Domicile
Me
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Gregory Geisser
Phone
2077801100
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0202868
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0822341
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01025209
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0160301
IRS990ScheduleD/LandGrp/BookValueAmt031151
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt031151
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12987
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NOTES PAYABLE - AFFILIATE
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IRS990ScheduleD/TotalExpensesPerForm990Amt0160301
IRS990ScheduleD/TotalLiabilityAmt025091
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RALPH AND JUDY CALDERONE ARE MARRIED BOD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE 990 ANNUALLY WITH THE BOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY WITH THE BOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZING AND OPERATING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SOCIAL SUPPORT SERVICES
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IRS990/TotalAssetsEOYAmt0349356
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY ZAMBRANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02076677464
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOX DISTRICT HOUSING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DOWNEAST HORIZONS
ReturnHeader/Filer/BusinessNameControlTxt0KNOX
ReturnHeader/Filer/EIN0010405256
ReturnHeader/Filer/PhoneNum02076677464
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203690847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OTIS ATWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 GANNETT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077801100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY GEISSER
ReturnHeader/ReturnTs02024-12-11T11:30:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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