Civic Intelligence

Mystic River Homes Inc.

990 • Fiscal year 2018 • EIN 06-0844829

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

Organization ProfileN/A
127 Washington Avenue 5th FL EastNorth Haven, CT 06473

(203) 248-6809

Siviq Scores

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

Liabilities / Assets

67th percentile

0.35x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

1.05x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

2nd percentile

-35%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

38%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$5,637,753

Down $2,972,144 (-35%) from 2017

Net Assets

Down

$3,674,323

Down $2,985,909 (-45%) from 2017

Liabilities

Up

$1,963,430

Up $13,765 (+0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Up

$1,870,235

Up $514,567 (+38%) from 2017

Expenses

Up

$1,515,727

Up $152,080 (+11%) from 2017

Net Income

Up

$354,508

Up $362,487 (+4543%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$10M$5.0M$0Assets 2011: $8,386,112Liabilities 2011: $2,017,246Net Assets 2011: $6,368,8662011Assets 2012: $8,365,400Liabilities 2012: $1,959,948Net Assets 2012: $6,405,4522012Assets 2013: $8,404,994Liabilities 2013: $2,001,250Net Assets 2013: $6,403,7442013Assets 2014: $8,386,363Liabilities 2014: $2,004,442Net Assets 2014: $6,381,9212014Assets 2015: $8,711,312Liabilities 2015: $2,009,876Net Assets 2015: $6,701,4362015Assets 2016: $8,670,024Liabilities 2016: $2,003,831Net Assets 2016: $6,666,1932016Assets 2017: $8,609,897Liabilities 2017: $1,949,665Net Assets 2017: $6,660,2322017Assets 2018: $5,637,753Liabilities 2018: $1,963,430Net Assets 2018: $3,674,3232018Assets 2019: $5,481,310Liabilities 2019: $1,968,362Net Assets 2019: $3,512,9482019Assets 2020: $5,256,251Liabilities 2020: $1,913,141Net Assets 2020: $3,343,1102020Assets 2021: $5,667,452Liabilities 2021: $2,029,172Net Assets 2021: $3,638,2802021Assets 2022: $5,308,070Liabilities 2022: $1,951,665Net Assets 2022: $3,356,4052022Assets 2023: $5,556,259Liabilities 2023: $2,289,618Net Assets 2023: $3,266,6412023Assets 2024: $5,300,796Liabilities 2024: $1,871,356Net Assets 2024: $3,429,4402024

Highlighted filing

2018

Assets$5,637,753
Liabilities$1,963,430
Net Assets$3,674,323
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,263,4992011Expenses 2012: $1,243,2052012Revenue 2013: $1,342,727Expenses 2013: $1,303,097Net Income 2013: $39,6302013Revenue 2014: $1,356,504Expenses 2014: $1,378,327Net Income 2014: -$21,8232014Revenue 2015: $1,695,641Expenses 2015: $1,376,126Net Income 2015: $319,5152015Revenue 2016: $1,350,008Expenses 2016: $1,384,251Net Income 2016: -$34,2432016Revenue 2017: $1,355,668Expenses 2017: $1,363,647Net Income 2017: -$7,9792017Revenue 2018: $1,870,235Expenses 2018: $1,515,727Net Income 2018: $354,5082018Revenue 2019: $1,372,627Expenses 2019: $1,534,002Net Income 2019: -$161,3752019Revenue 2020: $1,468,164Expenses 2020: $1,638,002Net Income 2020: -$169,8382020Revenue 2021: $1,926,441Expenses 2021: $1,631,271Net Income 2021: $295,1702021Revenue 2022: $1,443,847Expenses 2022: $1,725,722Net Income 2022: -$281,8752022Revenue 2023: $1,682,941Expenses 2023: $1,814,724Net Income 2023: -$131,7832023Revenue 2024: $2,110,502Expenses 2024: $1,947,703Net Income 2024: $162,7992024

Highlighted filing

2018

Revenue$1,870,235
Expenses$1,515,727
Net Income$354,508
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$1,870,235
Mission and Program Overview

Mission

To provide low income elderly housing

To provide low income housing and congregate services to the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,003,592$4,638,298▼ $3,365,294
Cash and Non-Interest-Bearing Accounts$194,086$627,284▲ $433,198
Savings and Temporary Cash Investments$380,166$334,407▼ $45,759
Prepaid Expenses and Deferred Charges$34,249$37,620▲ $3,371
Accounts Receivable$-2,196$144▲ $2,340
Total Assets$8,609,897$5,637,753▼ $2,972,144
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,861,092$1,845,431▼ $15,661
Accounts Payable and Accrued Expenses$59,266$87,174▲ $27,908
Other Liabilities$29,307$30,825▲ $1,518
Total Liabilities$1,949,665$1,963,430▲ $13,765
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,623,368$0▼ $5,623,368
Temporarily Rstr Net Assets$317,617$4,872,949▲ $4,555,332
Unrestricted Net Assets$719,247$-1,198,626▼ $1,917,873
Total Net Assets Fund Balance$6,660,232$3,674,323▼ $2,985,909
Total Liabilities and Net Assets / Fund Balance$8,609,897$5,637,753▼ $2,972,144

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,819,268$4,514,304$8,333,572
Land$736,509-$736,509
Other Land Buildings$82,521$193,253$275,774
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
James W RymashPresident
Anthony CarpenterDirector
Janice WilsonDirector
Missy EvansDirector
Robert PiaDirector
Tom ManningDirector
Carol SpunarSecretary
Susan MortonTreasurer
Jewell JonesV Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$519,265
Program Service Revenue
$1,349,586
Investment Income
$1,384
Other Revenue
$0
All Other Contributions
$519,265
Change in Net Assets
$354,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,870,235
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$63,154
Total Revenue per Audited Statements
$1,933,389
Total Revenue per Form 990
$1,870,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,152,714
Salaries, Compensation, and Employee Benefits$363,013
Total Fundraising Expense$2,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$238,400--$238,400
Depreciation Depletion$238,282--$238,282
Other Expenses$157,756--$157,756
Other Employee Benefits$86,377--$86,377
Insurance$76,545--$76,545
Fees for Services Management$63,278--$63,278
Interest$37,877--$37,877
Payroll Taxes$22,510--$22,510
Office Expenses$18,975-$2,000$20,975
Pension Plan Contributions$15,726--$15,726
Fees for Services Accounting$6,447--$6,447
Total Functional Expenses$1,513,727$0$2,000$1,515,727

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,578,881
Expenses per Audited Statements$1,515,727
Total Expenses per Form 990$1,515,727
Expenses Not Reported on Form 990$63,154
Expenses Not Reported on Financial Statements$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
Security Deposits$27,742
Reserve for Tenant Betterments$3,083
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has contracted with elderly housing management to provide property management services for the apartment building. All employees are employees of elderly housing management. Salaries on the 990 represent reimbursements to ehm for employees who work on-site at the organizations apartment facility. Ehm provides all management, accounting, and maintenance services related to the property.”

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

“A draft copy of the 990 was provided to the board at the same time the audit draft was submitted. The board was requested to review the 990 and provide input on the completion of the final form.”

Form 990, Part VI, Section C, Line 19

“Available upon written request.”

Filing and Contact Details

Filer

Filer Name
Mystic River Homes Inc
EIN
06-0844829
Phone
2032486809
Address
127 WASHINGTON AVENUE 5TH FL EAST, NORTH HAVEN, CT 06473

Signing Officer

Name
Elizabeth Morton
Title
Treasurer
Phone
2032486809
Signed
2018-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Morton
Formed
1967
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Kircaldie Randall & Mcnab LLC
Address
605 WASHINGTON AVENUE, NORTH HAVEN, CT 06473-1187
Preparer
Brian S Borgerson CPA
Phone
2032394478
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Noncash interest subsidy 63,154.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Non cash interest 63,154.”

Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt059266
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt087174
IRS990/AccountsReceivableGrp/BOYAmt0-2196
IRS990/AccountsReceivableGrp/EOYAmt0144
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW INCOME HOUSING AND CONGREGATE SERVICES TO THE ELDERLY
IRS990/AllOtherContributionsAmt0519265
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELDERLY HOUSING MANAGEMENT INC
IRS990/BooksInCareOfDetail/PhoneNum02032304809
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 WASHINGTON AVENUE 5TH FL EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006473
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0194086
IRS990/CashNonInterestBearingGrp/EOYAmt0627284
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0519265
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01384
IRS990/CYOtherExpensesAmt01152714
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01349586
IRS990/CYRevenuesLessExpensesAmt0354508
IRS990/CYSalariesCompEmpBnftPaidAmt0363013
IRS990/CYTotalExpensesAmt01515727
IRS990/CYTotalFundraisingExpenseAmt02000
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01870235
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0238282
IRS990/DepreciationDepletionGrp/TotalAmt0238282
IRS990/Desc0LOW INCOME ELDERLY HOUSING (46 APARTMENT UNITS) THROUGH THE US DEPARTMENT OF AGRICULTURE - RURUAL DEVELOPMENT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0400996
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06447
IRS990/FeesForServicesAccountingGrp/TotalAmt06447
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt063278
IRS990/FeesForServicesManagementGrp/TotalAmt063278
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT PIA
IRS990/Form990PartVIISectionAGrp/PersonNm1JANICE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JEWELL JONES
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES W RYMASH
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL SPUNAR
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm6MISSY EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM MANNING
IRS990/Form990PartVIISectionAGrp/PersonNm8ANTHONY CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2V PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01870235
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt076545
IRS990/InsuranceGrp/TotalAmt076545
IRS990/InterestGrp/ProgramServicesAmt037877
IRS990/InterestGrp/TotalAmt037877
IRS990/InvestmentIncomeGrp/ExclusionAmt01384
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01384
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04707557
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08003592
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04638298
IRS990/LandBldgEquipCostOrOtherBssAmt09345855
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW INCOME ELDERLY HOUSING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01861092
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01845431
IRS990/NetAssetsOrFundBalancesBOYAmt06660232
IRS990/NetAssetsOrFundBalancesEOYAmt03674323
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02000
IRS990/OfficeExpensesGrp/ProgramServicesAmt018975
IRS990/OfficeExpensesGrp/TotalAmt020975
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086377
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086377
IRS990/OtherExpensesGrp/Desc0CONGREGATE SERVICES
IRS990/OtherExpensesGrp/Desc1BUILDING REPAIRS AND MA
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0368977
IRS990/OtherExpensesGrp/ProgramServicesAmt1182577
IRS990/OtherExpensesGrp/ProgramServicesAmt2157756
IRS990/OtherExpensesGrp/TotalAmt0368977
IRS990/OtherExpensesGrp/TotalAmt1182577
IRS990/OtherExpensesGrp/TotalAmt2157756
IRS990/OtherLiabilitiesGrp/BOYAmt029307
IRS990/OtherLiabilitiesGrp/EOYAmt030825
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0238400
IRS990/OtherSalariesAndWagesGrp/TotalAmt0238400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt022510
IRS990/PayrollTaxesGrp/TotalAmt022510
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015726
IRS990/PensionPlanContributionsGrp/TotalAmt015726
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05623368
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034249
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037620
IRS990/PrincipalOfficerNm0ELIZABETH MORTON
IRS990/PriorPeriodAdjustmentsAmt0-3340417
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1721000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CONGREGATE SERVICES IN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0768946
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1580640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0768946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1580640
IRS990/ProgSrvcAccomActy2Grp/Desc0LOW INCOME ELDERLY HOUSING (51 APARTMENT UNITS) CONGREGATE RENT THROUGH THE STATE OF CONNECTICUT DEPARTMENT OF ECONOMIC AND COMMUNITY DEVELOPMENT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01095404
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0971672
IRS990/ProgSrvcAccomActy3Grp/Desc0GENERAL BOARD EXPENSES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017327
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TENANT SUPPORT SERVICES, TENANT ACTIVITIES
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010491
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01103
IRS990/PYOtherExpensesAmt01025283
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01344074
IRS990/PYRevenuesLessExpensesAmt0-7979
IRS990/PYSalariesCompEmpBnftPaidAmt0338364
IRS990/PYTotalExpensesAmt01363647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01355668
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0354508
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0377914
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380166
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0334407
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0519265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0384692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0965916
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0719
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01349586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01344074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01330075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01310298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01323070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06657103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03687
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt07623019
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01868851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01354565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01349188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01694990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01355425
IRS990ScheduleA/Total509Grp/TotalAmt07623019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01870235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01354678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01350008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01695641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01356144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07626706
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03819268
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04514304
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08333572
IRS990ScheduleD/ExpensesNotReportedAmt063154
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01515727
IRS990ScheduleD/LandGrp/BookValueAmt0736509
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0736509
IRS990ScheduleD/OtherExpensesIncludedAmt063154
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt082521
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0193253
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0275774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027742
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESERVE FOR TENANT BETTERMENTS
IRS990ScheduleD/OtherRevenueAmt063154
IRS990ScheduleD/RevenueNotReportedAmt063154
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01870235
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NONCASH INTEREST SUBSIDY 63,154.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NON CASH INTEREST 63,154.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04638298
IRS990ScheduleD/TotalExpensesPerForm990Amt01515727
IRS990ScheduleD/TotalLiabilityAmt030825
IRS990ScheduleD/TotalRevenuePerForm990Amt01870235
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01933389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01578881
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH ELDERLY HOUSING MANAGEMENT TO PROVIDE PROPERTY MANAGEMENT SERVICES FOR THE APARTMENT BUILDING. ALL EMPLOYEES ARE EMPLOYEES OF ELDERLY HOUSING MANAGEMENT. SALARIES ON THE 990 REPRESENT REIMBURSEMENTS TO EHM FOR EMPLOYEES WHO WORK ON-SITE AT THE ORGANIZATIONS APARTMENT FACILITY. EHM PROVIDES ALL MANAGEMENT, ACCOUNTING, AND MAINTENANCE SERVICES RELATED TO THE PROPERTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE 990 WAS PROVIDED TO THE BOARD AT THE SAME TIME THE AUDIT DRAFT WAS SUBMITTED. THE BOARD WAS REQUESTED TO REVIEW THE 990 AND PROVIDE INPUT ON THE COMPLETION OF THE FINAL FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0317617
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04872949
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08609897
IRS990/TotalAssetsEOYAmt05637753
IRS990/TotalAssetsGrp/BOYAmt08609897
IRS990/TotalAssetsGrp/EOYAmt05637753
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0519265
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01513727
IRS990/TotalFunctionalExpensesGrp/TotalAmt01515727
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01949665
IRS990/TotalLiabilitiesEOYAmt01963430
IRS990/TotalLiabilitiesGrp/BOYAmt01949665
IRS990/TotalLiabilitiesGrp/EOYAmt01963430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06660232
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03674323
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01513727
IRS990/TotalProgramServiceRevenueAmt01349586
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01384
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01349586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01870235
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08609897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05637753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0719247
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1198626
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 WASHINGTON AVENUE 5TH FL EAST
IRS990/USAddress/CityNm0NORTH HAVEN
IRS990/USAddress/StateAbbreviationCd0CT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,637,753
Liabilities
$1,963,430
Net assets
$3,674,323
Revenue
$1,870,235
Expenses
$1,515,727
Net income
$354,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$1.87$3.43$2.11$1.95$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.56$2.29$3.27$1.68$1.81$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.31$1.95$3.36$1.44$1.73$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$2.03$3.64$1.93$1.63$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.26$1.91$3.34$1.47$1.64$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.48$1.97$3.51$1.37$1.53$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.64$1.96$3.67$1.87$1.52$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.61$1.95$6.66$1.36$1.36$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.67$2.00$6.67$1.35$1.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$8.71$2.01$6.70$1.70$1.38$0.32
2014Detailed filing. Detailed filing data is available for this year.$8.39$2.00$6.38$1.36$1.38$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$2.00$6.40$1.34$1.30$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$1.96$6.41$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$2.02$6.37$1.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits