Civic Intelligence

Housing and Assistive Technology Inc.

990EZ • Fiscal year 2014 • EIN 04-3777501

Oct 01, 2013 to Sep 30, 2014 • Filed on Apr 08, 2015

2000 Tower Side TerraceRoom/Suite 505Miami, FL 33138

(305) 572-9005

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

96th percentile

$71,485

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 49.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$146,075

Up $75 (+0.1%) from 2013

Net Assets

Down

$145,825

Down $175 (-0.1%) from 2013

Liabilities

Up

$250

Up $250 from 2013

Revenue

Up

$143,409

Up $38,968 (+37%) from 2013

Expenses

Up

$143,584

Up $37,361 (+35%) from 2013

Net Income

Up

-$175

Up $1,607 (+90%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $245,026Liabilities 2011: $69,3012011Assets 2012: $148,653Liabilities 2012: $871Net Assets 2012: $147,7822012Assets 2013: $146,000Liabilities 2013: $0Net Assets 2013: $146,0002013Assets 2014: $146,075Liabilities 2014: $250Net Assets 2014: $145,8252014Assets 2015: $169,863Liabilities 2015: $21,941Net Assets 2015: $147,9222015Assets 2016: $165,347Liabilities 2016: $7,567Net Assets 2016: $157,7802016Assets 2017: $161,919Liabilities 2017: $5,752Net Assets 2017: $156,1672017Assets 2018: $152,923Liabilities 2018: $993Net Assets 2018: $151,9302018Assets 2019: $234,014Liabilities 2019: $61,348Net Assets 2019: $172,6662019Assets 2020: $376,272Liabilities 2020: $24,434Net Assets 2020: $351,8382020Assets 2022: $365,790Liabilities 2022: $0Net Assets 2022: $365,7902022Assets 2023: $354,502Liabilities 2023: $25,000Net Assets 2023: $329,5022023Assets 2024: $396,969Liabilities 2024: $25,000Net Assets 2024: $371,9692024Assets 2025: $440,167Liabilities 2025: $25,000Net Assets 2025: $415,1672025

Highlighted filing

2014

Assets$146,075
Liabilities$250
Net Assets$145,825

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $188,928Expenses 2011: $230,810Net Income 2011: -$41,8822011Revenue 2012: $91,411Expenses 2012: $119,354Net Income 2012: -$27,9432012Revenue 2013: $104,441Expenses 2013: $106,223Net Income 2013: -$1,7822013Revenue 2014: $143,409Expenses 2014: $143,584Net Income 2014: -$1752014Revenue 2015: $182,950Expenses 2015: $180,528Net Income 2015: $2,4222015Revenue 2016: $189,009Expenses 2016: $179,151Net Income 2016: $9,8582016Revenue 2017: $165,347Expenses 2017: $166,960Net Income 2017: -$1,6132017Revenue 2018: $149,122Expenses 2018: $153,360Net Income 2018: -$4,2382018Revenue 2019: $179,079Expenses 2019: $158,641Net Income 2019: $20,4382019Revenue 2020: $780,861Expenses 2020: $605,602Net Income 2020: $175,2592020Revenue 2022: $533,385Expenses 2022: $497,900Net Income 2022: $35,4852022Revenue 2023: $412,320Expenses 2023: $448,608Net Income 2023: -$36,2882023Revenue 2024: $421,351Expenses 2024: $378,884Net Income 2024: $42,4672024Revenue 2025: $391,911Expenses 2025: $348,713Net Income 2025: $43,1982025

Highlighted filing

2014

Revenue$143,409
Expenses$143,584
Net Income-$175
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Apr 8, 2015
Return Version
2013v4.0
Gross Receipts
$143,409
Mission and Program Overview

Mission

Assessment and consulting services to determine the needs of elderly and disabled individuals

Program Services

DescriptionGrantsExpenses
ASSESSMENT AND COUNSELING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND DISABLED INDIVIDUALS-$141,804
ASSESSMENT AND COUNSELING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND-$287
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH KOFSKYExecutive DiFT$71,485-$71,485
MICHAEL CESARANO ESQDirectorPT$0--
DALE OSTROWSKIDirectorPT$0--
MARILYN CHEUNGDirectorPT$0--
CARL LEON PRIMEDirectorPT$0--
ELLY DU PREDirectorPT$0--
VICTOR FARRANDirectorPT$0--
Filing and Contact Details

Filer

EIN
04-3777501
Phone
3055729005

Signing Officer

Name
Beth Kofsky
Title
Executive Director
Phone
3055729005
Signed
2015-04-08
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 3,712 818 6,020 439 4,719 automobile expenses 1,759 bank charges 225 dues & subscriptions 165 education and training 110 licenses, taxes and permi 94 meals and entertainment 188 other miscellaneous expen 618 repairs and maintenance 160 telephone 3,001 equipment purchased 20,971 storage 400 non-investment depreciation 287 total 43,686

Form 990-ez, Part II, Line 24

Accounts receivable 30,810 21,756 15,984 17,415 less accumulated depreciation 14,630 14,917 total 32,164 24,254

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 250

Form 990-ez, Part III

Assessment and consulting services to determine the needs of elderly and disabled individuals

Form 990-ez, Part III, Line 31

Assessment and counseling services to determine the needs of elderly and

Raw XML Appendix159 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0BETH KOFSKY
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICHAEL CESARANO ESQ
CompensationExplanation/CompensationExplanationGrp/PersonNm2DALE OSTROWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARILYN CHEUNG
CompensationExplanation/CompensationExplanationGrp/PersonNm4CARL LEON PRIME
CompensationExplanation/CompensationExplanationGrp/PersonNm5ELLY DU PRE
CompensationExplanation/CompensationExplanationGrp/PersonNm6VICTOR FARRAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BETH KOFSKY
IRS990EZ/BooksInCareOfDetail/PhoneNum03055729005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1080 NE 40TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113836
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121821
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0107457
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146075
IRS990EZ/GrossReceiptsAmt0143409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0132
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145825
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0145825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt071485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH KOFSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL CESARANO ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DALE OSTROWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARILYN CHEUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL LEON PRIME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELLY DU PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VICTOR FARRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt032164
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024254
IRS990EZ/OtherExpensesTotalAmt043686
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSESSMENT AND CONSULTING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND DISABLED INDIVIDUALS
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramServiceRevenueAmt035820
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSESSMENT AND COUNSELING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND DISABLED INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSESSMENT AND COUNSELING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141804
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080665
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143584
IRS990EZ/TotalProgramServiceExpensesAmt0142091
IRS990EZ/TotalRevenueAmt0143409
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt091348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0188865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0291278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0762706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0321
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt035952
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0762706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt091348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0188865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0291278
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0762706
IRS990ScheduleA/TotalSupportAmt0763027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 3,712 818 6,020 439 4,719 AUTOMOBILE EXPENSES 1,759 BANK CHARGES 225 DUES & SUBSCRIPTIONS 165 EDUCATION AND TRAINING 110 LICENSES, TAXES AND PERMI 94 MEALS AND ENTERTAINMENT 188 OTHER MISCELLANEOUS EXPEN 618 REPAIRS AND MAINTENANCE 160 TELEPHONE 3,001 EQUIPMENT PURCHASED 20,971 STORAGE 400 NON-INVESTMENT DEPRECIATION 287 TOTAL 43,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 30,810 21,756 15,984 17,415 LESS ACCUMULATED DEPRECIATION 14,630 14,917 TOTAL 32,164 24,254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSESSMENT AND CONSULTING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND DISABLED INDIVIDUALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSESSMENT AND COUNSELING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH KOFSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03055729005
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10HOUSING & ASSISTIVE TECHNOLOGY INC
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0043777501
ReturnHeader/Filer/PhoneNum03055729005
ReturnHeader/Filer/USAddress/AddressLine102000 TOWER SIDE TERRACE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 505
ReturnHeader/Filer/USAddress/City0MIAMI
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650223109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MICHAEL R WATSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102810 NE 52ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0333083467
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-08
ReturnHeader/ReturnTs02015-04-10T08:12:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.40$0.25$4.15$3.92$3.49$0.43
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.25$3.72$4.21$3.79$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.25$3.30$4.12$4.49$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$5.33$4.98$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.24$3.52$7.81$6.06$1.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.61$1.73$1.79$1.59$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.01$1.52$1.49$1.53$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.06$1.56$1.65$1.67$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.08$1.58$1.89$1.79$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.22$1.48$1.83$1.81$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.43$1.44$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$1.04$1.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.01$1.48$0.91$1.19$0.28
2011Summary only. Only limited summary data is available for this year.$2.45$0.69$1.89$2.31$0.42