Civic Intelligence

Voa Texas Apple Treedalgreen Community Homes Inc Apple Tree Dalgreen

990 • Fiscal year 2015 • EIN 02-0687461

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 08, 2015

300 E Midway RdEuless, TX 76039

(817) 529-7300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.08x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.72x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

28th percentile

-4.9%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$250,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 402.9% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.4%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-0.7%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$533,527

Down $7,844 (-1.4%) from 2014

Net Assets

Down

$488,652

Down $3,011 (-0.6%) from 2014

Liabilities

Down

$44,875

Down $4,833 (-9.7%) from 2014

Revenue

Down

$62,050

Down $417 (-0.7%) from 2014

Expenses

Down

$65,061

Down $523 (-0.8%) from 2014

Net Income

Up

-$3,011

Up $106 (+3.4%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $560,330Liabilities 2011: $47,991Net Assets 2011: $512,3392011Assets 2012: $555,838Liabilities 2012: $54,431Net Assets 2012: $501,4072012Assets 2013: $546,940Liabilities 2013: $52,160Net Assets 2013: $494,7802013Assets 2014: $541,371Liabilities 2014: $49,708Net Assets 2014: $491,6632014Assets 2015: $533,527Liabilities 2015: $44,875Net Assets 2015: $488,6522015Assets 2016: $544,361Liabilities 2016: $64,467Net Assets 2016: $479,8942016Assets 2017: $523,710Liabilities 2017: $58,907Net Assets 2017: $464,8032017Assets 2018: $520,861Liabilities 2018: $31,701Net Assets 2018: $489,1602018Assets 2019: $514,964Liabilities 2019: $30,649Net Assets 2019: $484,3152019Assets 2020: $510,528Liabilities 2020: $50,707Net Assets 2020: $459,8212020Assets 2021: $499,890Liabilities 2021: $34,694Net Assets 2021: $465,1962021Assets 2022: $484,901Liabilities 2022: $35,608Net Assets 2022: $449,2932022Assets 2023: $475,970Liabilities 2023: $61,248Net Assets 2023: $414,7222023Assets 2024: $474,580Liabilities 2024: $96,395Net Assets 2024: $378,1852024Assets 2025: $460,514Liabilities 2025: $114,592Net Assets 2025: $345,9222025

Highlighted filing

2015

Assets$533,527
Liabilities$44,875
Net Assets$488,652

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $56,5032011Expenses 2012: $64,1262012Revenue 2013: $57,264Expenses 2013: $63,891Net Income 2013: -$6,6272013Revenue 2014: $62,467Expenses 2014: $65,584Net Income 2014: -$3,1172014Revenue 2015: $62,050Expenses 2015: $65,061Net Income 2015: -$3,0112015Revenue 2016: $59,880Expenses 2016: $68,638Net Income 2016: -$8,7582016Revenue 2017: $52,545Expenses 2017: $67,636Net Income 2017: -$15,0912017Revenue 2018: $95,491Expenses 2018: $71,134Net Income 2018: $24,3572018Revenue 2019: $60,761Expenses 2019: $65,606Net Income 2019: -$4,8452019Revenue 2020: $67,986Expenses 2020: $92,480Net Income 2020: -$24,4942020Revenue 2021: $92,972Expenses 2021: $87,597Net Income 2021: $5,3752021Revenue 2022: $57,199Expenses 2022: $73,102Net Income 2022: -$15,9032022Revenue 2023: $43,744Expenses 2023: $85,980Net Income 2023: -$42,2362023Revenue 2024: $48,568Expenses 2024: $85,105Net Income 2024: -$36,5372024Revenue 2025: $64,046Expenses 2025: $99,217Net Income 2025: -$35,1712025

Highlighted filing

2015

Revenue$62,050
Expenses$65,061
Net Income-$3,011
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$62,050
Mission and Program Overview

Mission

Provides housing to disabled persons under section 811 of the national housing act under agreement with the department of hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$516,818$508,702▼ $8,116
Cash and Non-Interest-Bearing Accounts$3,943$2,725▼ $1,218
Total Assets$541,371$533,527▼ $7,844
Other Assets Total$20,610$22,100▲ $1,490
Liabilities
Accounts Payable and Accrued Expenses$46,885$42,054▼ $4,831
Other Liabilities$1,538$1,539▲ $1
Deferred Revenue$1,285$1,282▼ $3
Total Liabilities$49,708$44,875▼ $4,833
Net Assets / Fund Balance
Unrestricted Net Assets$491,663$488,652▼ $3,011
Total Net Assets Fund Balance$491,663$488,652▼ $3,011
Total Liabilities and Net Assets / Fund Balance$541,371$533,527▼ $7,844

Asset Categories

AssetBook ValueDepreciationBasis
Land$295,000-$295,000
Buildings$212,887$81,325$294,212
Other Land Buildings$815$13,494$14,309
Compensation and Service Providers

Employees

NameTitleOtherTotal
Betty MorrisVice Preside$108,320$108,320
Jennifer LeneyAssistant Se$102,500$102,500
Jana RussellAssistant Vi$85,870$85,870

Board Members and Trustees

NameTitle
Angela KingPresident
Barbara SullivanDirector
Curt ZaskeDirector
Maury B ReiterDirector
Robert HalleyDirector
Thomas D TurnbullSecretary
Carol Bryden MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$62,041
Investment Income
$9
Other Revenue
$0
Change in Net Assets
$-3,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,050
Total Revenue per Audited Statements
$62,050
Total Revenue per Form 990
$62,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,003
Salaries, Compensation, and Employee Benefits$13,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$17,373--$17,373
Other Salaries and Wages$10,675--$10,675
Depreciation Depletion$8,116--$8,116
Fees for Services Management-$7,345-$7,345
Fees for Services Accounting-$6,371-$6,371
Other Employee Benefits$1,587--$1,587
Office Expenses$1,483--$1,483
Payroll Taxes$796--$796
Insurance$427--$427
Other Expenses$411--$411
Total Functional Expenses$51,345$13,716$0$65,061

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$65,061
Total Expenses per Audited Statements$65,061
Total Expenses per Form 990$65,061
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
Security Deposits Held in Trust$1,539
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The organization has no employees, and has delegated control over certain property management duties to volunteers of america texas, inc. Pursuant to a property management agreement. Volunteers of america texas, inc., as the parent and sponsoring corporation, assists in providing to its subordinate corporations general and administrative supervision, financial management, quality assurance, regulatory compliance, real estate development and strategic planning.

Form 990, Page 6, Part VI, Line 7A

Volunteers of america texas, inc. Has the right to appoint or approve directors

Form 990, Page 6, Part VI, Line 7B

The articles of incorporation and bylaws of the corporation may not be amended without the prior written approval of the secretary of the u.s. Department of housing and urban development. Directors may be removed with or without cause at the request of the u.s. Department of housing and urban development. The bylaws may not be amended without the prior written consent of volunteers of america texas, inc.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The policy requires officers, directors and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event actual or potential conflicts arise. Conflicts of interest are reviewed by the board of directors. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Page 6, Part VI, Line 15A

The organization's top management official, officers, and key employees are not compensated by the organization but are compensated by a related organization, volunteers of america texas, inc. Volunteers of america texas' process for determining compensation of the organization's top management official, officers, and key employees includes review and approval by a compensation committee formed of independent members appointed by the board of directors. The compensation committee reviews compensation data with respect to functionally comparable senior management-level positions at organizations similar to volunteers of america texas in size, geographic location, national presence, industry and other relevant factors, and determines a permissible range of pay between the 50th and 75th percentile of compensation received by comparators. Compensation data is gathered from published survey sources and using the services of an outside compensation consulting firm. This process was most recently undertaken in 2013 to establish the compensation of the following individuals:jennifer leney, assistant secretary; betty morris, vice president; and jana russell, assistant vice president.

Form 990, Page 6, Part VI, Line 15B

The organization's top management official, officers, and key employees are not compensated by the organization but are compensated by a related organization, volunteers of america, inc. Volunteers of america's process for determining compensation of the organization's top management official, officers, and key employees includes review and approval by a compensation committee formed of independent members appointed by the board of directors. The compensation committee reviews compensation data with respect to functionally comparable senior management-level positions at organizations similar to volunteers of america in size, geographic location, national presence, industry and other relevant factors, and determines a permissible range of pay between the 50th and 75th percentile of compensation received by comparators. Compensation data is gathered from published survey sources and using the services of an outside compensation consulting firm. This process was most recently undertaken in 2013 to establish the compensation of the following individuals:jennifer leney, assistant secretary; betty morris, vice president; and jana russell, assistant vice president.

Form 990, Page 6, Part VI, Line 19

The documents are available upon request at the address below: 300 e. Midway rd. Euless, tx 76039

Filing and Contact Details

Filer

Filer Name
Voa Texas Apple Treedalgreen Commu
EIN
02-0687461
Phone
8175297300
Address
300 E MIDWAY RD, EULESS, TX 76039

Signing Officer

Name
Betty Morris
Title
Vice President
Phone
8175297300
Signed
2015-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
William B Beale
Phone
2259263360
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO EMPLOYEES, AND HAS DELEGATED CONTROL OVER CERTAIN PROPERTY MANAGEMENT DUTIES TO VOLUNTEERS OF AMERICA TEXAS, INC. PURSUANT TO A PROPERTY MANAGEMENT AGREEMENT. VOLUNTEERS OF AMERICA TEXAS, INC., AS THE PARENT AND SPONSORING CORPORATION, ASSISTS IN PROVIDING TO ITS SUBORDINATE CORPORATIONS GENERAL AND ADMINISTRATIVE SUPERVISION, FINANCIAL MANAGEMENT, QUALITY ASSURANCE, REGULATORY COMPLIANCE, REAL ESTATE DEVELOPMENT AND STRATEGIC PLANNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS OF AMERICA TEXAS, INC. HAS THE RIGHT TO APPOINT OR APPROVE DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION MAY NOT BE AMENDED WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SECRETARY OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE AT THE REQUEST OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE BYLAWS MAY NOT BE AMENDED WITHOUT THE PRIOR WRITTEN CONSENT OF VOLUNTEERS OF AMERICA TEXAS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE POLICY REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THROUGHOUT THE YEAR IN THE EVENT ACTUAL OR POTENTIAL CONFLICTS ARISE. CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES ARE NOT COMPENSATED BY THE ORGANIZATION BUT ARE COMPENSATED BY A RELATED ORGANIZATION, VOLUNTEERS OF AMERICA TEXAS, INC. VOLUNTEERS OF AMERICA TEXAS' PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE FORMED OF INDEPENDENT MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION DATA WITH RESPECT TO FUNCTIONALLY COMPARABLE SENIOR MANAGEMENT-LEVEL POSITIONS AT ORGANIZATIONS SIMILAR TO VOLUNTEERS OF AMERICA TEXAS IN SIZE, GEOGRAPHIC LOCATION, NATIONAL PRESENCE, INDUSTRY AND OTHER RELEVANT FACTORS, AND DETERMINES A PERMISSIBLE RANGE OF PAY BETWEEN THE 50TH AND 75TH PERCENTILE OF COMPENSATION RECEIVED BY COMPARATORS. COMPENSATION DATA IS GATHERED FROM PUBLISHED SURVEY SOURCES AND USING THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTING FIRM. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2013 TO ESTABLISH THE COMPENSATION OF THE FOLLOWING INDIVIDUALS:JENNIFER LENEY, ASSISTANT SECRETARY; BETTY MORRIS, VICE PRESIDENT; AND JANA RUSSELL, ASSISTANT VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES ARE NOT COMPENSATED BY THE ORGANIZATION BUT ARE COMPENSATED BY A RELATED ORGANIZATION, VOLUNTEERS OF AMERICA, INC. VOLUNTEERS OF AMERICA'S PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE FORMED OF INDEPENDENT MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION DATA WITH RESPECT TO FUNCTIONALLY COMPARABLE SENIOR MANAGEMENT-LEVEL POSITIONS AT ORGANIZATIONS SIMILAR TO VOLUNTEERS OF AMERICA IN SIZE, GEOGRAPHIC LOCATION, NATIONAL PRESENCE, INDUSTRY AND OTHER RELEVANT FACTORS, AND DETERMINES A PERMISSIBLE RANGE OF PAY BETWEEN THE 50TH AND 75TH PERCENTILE OF COMPENSATION RECEIVED BY COMPARATORS. COMPENSATION DATA IS GATHERED FROM PUBLISHED SURVEY SOURCES AND USING THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTING FIRM. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2013 TO ESTABLISH THE COMPENSATION OF THE FOLLOWING INDIVIDUALS:JENNIFER LENEY, ASSISTANT SECRETARY; BETTY MORRIS, VICE PRESIDENT; AND JANA RUSSELL, ASSISTANT VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS BELOW: 300 E. MIDWAY RD. EULESS, TX 76039
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$1.15$3.46$0.64$0.99$0.35
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.96$3.78$0.49$0.85$0.37
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.61$4.15$0.44$0.86$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.36$4.49$0.57$0.73$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.35$4.65$0.93$0.88$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.51$4.60$0.68$0.92$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.31$4.84$0.61$0.66$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.32$4.89$0.95$0.71$0.24
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.59$4.65$0.53$0.68$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.64$4.80$0.60$0.69$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.34$0.45$4.89$0.62$0.65$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.41$0.50$4.92$0.62$0.66$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.52$4.95$0.57$0.64$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.54$5.01$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.48$5.12$0.57