Civic Intelligence

Ame Zion Trinity Housing Development Fund Co Inc.

990 • Fiscal year 2020 • EIN 13-2795194

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 24, 2022

Organization ProfileN/A
21 Williams StPoughkeepsie, NY 12601

(845) 473-2205

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.28x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • NTEE L • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

4.42x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • NTEE L • $10M-$25M nonprofits • Source year 2020

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

2020 filings • NTEE L • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • NTEE L • $10M-$25M nonprofits • Source year 2020

Asset Growth

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

2020 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

9.5%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$12,183,156

Up $305,677 (+2.6%) from 2019

Net Assets

Up

-$3,377,541

Up $282,349 (+7.7%) from 2019

Liabilities

Up

$15,560,697

Up $23,328 (+0.2%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Up

$3,518,235

Up $304,324 (+9.5%) from 2019

Expenses

Up

$3,235,886

Up $153,048 (+5.0%) from 2019

Net Income

Up

$282,349

Up $151,276 (+115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $11,712,688Liabilities 2010: $13,369,215Net Assets 2010: -$1,656,5272010Assets 2011: $11,289,532Liabilities 2011: $13,179,713Net Assets 2011: -$1,890,1812011Assets 2012: $10,370,392Liabilities 2012: $13,989,900Net Assets 2012: -$3,619,5082012Assets 2013: $10,567,016Liabilities 2013: $13,844,952Net Assets 2013: -$3,277,9362013Assets 2014: $10,436,571Liabilities 2014: $13,826,782Net Assets 2014: -$3,390,2112014Assets 2015: $10,748,388Liabilities 2015: $14,277,964Net Assets 2015: -$3,529,5762015Assets 2016: $11,157,058Liabilities 2016: $14,768,000Net Assets 2016: -$3,610,9422016Assets 2017: $11,673,374Liabilities 2017: $15,303,131Net Assets 2017: -$3,629,7572017Assets 2018: $11,701,450Liabilities 2018: $15,492,413Net Assets 2018: -$3,790,9632018Assets 2019: $11,877,479Liabilities 2019: $15,537,369Net Assets 2019: -$3,659,8902019Assets 2020: $12,183,156Liabilities 2020: $15,560,697Net Assets 2020: -$3,377,5412020Assets 2021: $12,663,910Liabilities 2021: $12,728,338Net Assets 2021: -$64,4282021Assets 2022: $13,454,294Liabilities 2022: $12,850,851Net Assets 2022: $603,4432022Assets 2023: $13,442,662Liabilities 2023: $12,296,574Net Assets 2023: $1,146,0882023Assets 2024: $14,118,920Liabilities 2024: $12,093,628Net Assets 2024: $2,025,2922024

Highlighted filing

2020

Assets$12,183,156
Liabilities$15,560,697
Net Assets-$3,377,541
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,030,3022010Revenue 2011: $3,054,247Expenses 2011: $3,287,901Net Income 2011: -$233,6542011Expenses 2012: $4,581,9932012Revenue 2013: $2,971,314Expenses 2013: $2,629,742Net Income 2013: $341,5722013Revenue 2014: $2,982,520Expenses 2014: $3,094,795Net Income 2014: -$112,2752014Revenue 2015: $3,017,938Expenses 2015: $3,157,303Net Income 2015: -$139,3652015Revenue 2016: $2,963,960Expenses 2016: $3,045,326Net Income 2016: -$81,3662016Revenue 2017: $3,170,269Expenses 2017: $3,189,084Net Income 2017: -$18,8152017Revenue 2018: $3,163,798Expenses 2018: $3,325,004Net Income 2018: -$161,2062018Revenue 2019: $3,213,911Expenses 2019: $3,082,838Net Income 2019: $131,0732019Revenue 2020: $3,518,235Expenses 2020: $3,235,886Net Income 2020: $282,3492020Revenue 2021: $6,341,506Expenses 2021: $3,028,393Net Income 2021: $3,313,1132021Revenue 2022: $3,807,591Expenses 2022: $3,139,720Net Income 2022: $667,8712022Revenue 2023: $3,928,956Expenses 2023: $3,386,311Net Income 2023: $542,6452023Revenue 2024: $4,234,004Expenses 2024: $3,354,800Net Income 2024: $879,2042024

Highlighted filing

2020

Revenue$3,518,235
Expenses$3,235,886
Net Income$282,349
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 24, 2022
Return Version
2019v5.2
Gross Receipts
$3,518,235
Mission and Program Overview

Mission

Low income housing rental

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,907,606$8,112,239▲ $204,633
Savings and Temporary Cash Investments$3,348,837$3,068,159▼ $280,678
Cash and Non-Interest-Bearing Accounts$260,478$589,547▲ $329,069
Accounts Receivable$141,805$199,979▲ $58,174
Intangible Assets$133,384$129,311▼ $4,073
Prepaid Expenses and Deferred Charges$85,369$83,921▼ $1,448
Total Assets$11,877,479$12,183,156▲ $305,677
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,519,978$12,322,751▼ $197,227
Accounts Payable and Accrued Expenses$2,925,674$3,142,894▲ $217,220
Other Liabilities$91,717$95,052▲ $3,335
Total Liabilities$15,537,369$15,560,697▲ $23,328
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-3,659,890$-3,377,541▲ $282,349
Total Net Assets Fund Balance$-3,659,890$-3,377,541▲ $282,349
Total Liabilities and Net Assets / Fund Balance$11,877,479$12,183,156▲ $305,677

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,515,517$3,418,670$10,934,187
Buildings$0$4,770,918$4,770,918
Other Land Buildings$495,901$605,144$1,101,045
Land$100,000-$100,000
Equipment$821$71,769$72,590
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Donald McneilPresident
Richard GilliardVice President
David KieslingOfficer
Edwrin SuttonOfficer
Rev Adrienne BrewingtonOfficer
Pamela ReevesSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Innovative Property Management ServicesManagementPO BOX 512/6369 MILL STREET STE 20, Rhinebeck, NY 12572$188,520
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,516,746
Investment Income
$1,489
Other Revenue
$0
Change in Net Assets
$282,349

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,518,235
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,518,235
Total Revenue per Form 990
$3,518,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,595,627
Salaries, Compensation, and Employee Benefits$640,259
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$864,657--$864,657
Other Salaries and Wages$640,259--$640,259
Depreciation Depletion$381,557--$381,557
Fees for Services Management$188,520--$188,520
Insurance-$176,218-$176,218
Fees for Services Legal$56,719--$56,719
Advertising$8,218--$8,218
Other Expenses$29$159,746-$29
Total Functional Expenses$2,899,922$335,964$0$3,235,886

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,235,886
Total Expenses per Audited Statements$3,235,886
Total Expenses per Form 990$3,235,886
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
Security Deposits$95,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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 property is managed by innovative property management services, llc, an unrelated party, pursuant to a management agreement approved by hud. The management agreement provides for a management fee of 6.00 percent of monthly operating receipts. Such fees charged to operations for the year ended october 31, 2020 were $188,520, of which no amount remains unpaid as of october 31, 2020.”

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

“The treasurer is responsible for filing the return.”

Form 990, Part VI, Section C, Line 19

“The organization has all documents available for public use upon request.”

Filing and Contact Details

Filer

Filer Name
Ame-zion Trinity Housing Development Fun
EIN
13-2795194
Phone
8454732205
Address
21 WILLIAMS ST, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Vice President
Title
Vice President
Phone
8454732205
Signed
2022-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Gilliard
Formed
1970
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
816 CONGRESS AVENUE SUITE 200, AUSTIN, TX 78701
Preparer
Michael S Celkis CPA
Phone
5124949100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Pursuant to section 501(c)(3) of the internal revenue code, the entity had no unrelated business income for the year ended october 31, 2020. Due to its tax exempt status, the corporation is not subject to income taxes. The corporation is required to file and does file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and the corporation has no other tax positions which must be considered for disclosure. Income tax returns filed by the corporation are subject to examination by the internal revenue service for a period of three years. While no income tax returns are currently being examined by the internal revenue service, tax years since 2017 remain open.”

Raw XML AppendixShowing 400 of 405 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/BOYAmt02925674
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03142894
IRS990/AccountsReceivableGrp/BOYAmt0141805
IRS990/AccountsReceivableGrp/EOYAmt0199979
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LOW INCOME HOUSING RENTAL
IRS990/AdvertisingGrp/ProgramServicesAmt08218
IRS990/AdvertisingGrp/TotalAmt08218
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AME-ZION TRINITY HOUSING
IRS990/BooksInCareOfDetail/PhoneNum08454732205
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021 WILLIAMS ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0POUGHKEEPSIE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0260478
IRS990/CashNonInterestBearingGrp/EOYAmt0589547
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0188520
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 512/6369 MILL STREET STE 20
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0RHINEBECK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd012572
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0INNOVATIVE PROPERTY MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01489
IRS990/CYOtherExpensesAmt02595627
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03516746
IRS990/CYRevenuesLessExpensesAmt0282349
IRS990/CYSalariesCompEmpBnftPaidAmt0640259
IRS990/CYTotalExpensesAmt03235886
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03518235
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0381557
IRS990/DepreciationDepletionGrp/TotalAmt0381557
IRS990/Desc0AME-ZION TRINITY HOUSING DEVELOPMENT FUND CO., INC, WAS ORGANIZEDAS A NONPROFIT CORPORATION FOR THE PURPOSE OF OPERATING A RENTALHOUSING PROJECT UNDER SECTION 8 OF THE NATIONAL HOUSING ACT. SUCHPROJECTS ARE REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBANDEVELOPMENT (HUD) AS TO RENT CHARGES AND OPERATING METHODS. THEPROJECT CONSISTS OF 200 UNITS LOCATED IN POUGHKEEPSIE, NEW YORKAND IS CURRENTLY OPERATING UNDER THE NAME OF HARRIET TUBMANTERRACE APARTMENTS. SURPLUS CASH, AS DEFINED BY HUD, IS REQUIREDTO BE DEPOSITED INTO A RESIDUAL RECEIPTS RESERVE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02899922
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt056719
IRS990/FeesForServicesLegalGrp/TotalAmt056719
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0188520
IRS990/FeesForServicesManagementGrp/TotalAmt0188520
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD GILLIARD
IRS990/Form990PartVIISectionAGrp/PersonNm2PAMELA REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm3REV ADRIENNE BREWINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID KIESLING
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWRIN SUTTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03518235
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0176218
IRS990/InsuranceGrp/TotalAmt0176218
IRS990/IntangibleAssetsGrp/BOYAmt0133384
IRS990/IntangibleAssetsGrp/EOYAmt0129311
IRS990/InterestGrp/ProgramServicesAmt0864657
IRS990/InterestGrp/TotalAmt0864657
IRS990/InvestmentIncomeGrp/ExclusionAmt01489
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01489
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08866501
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07907606
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08112239
IRS990/LandBldgEquipCostOrOtherBssAmt016978740
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LOW INCOME HOUSING RENTAL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012519978
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012322751
IRS990/NetAssetsOrFundBalancesBOYAmt0-3659890
IRS990/NetAssetsOrFundBalancesEOYAmt0-3377541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-3659890
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-3377541
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1OPERATING AND MAINTAINI
IRS990/OtherExpensesGrp/Desc2GENERAL AND ADMINISTRAT
IRS990/OtherExpensesGrp/Desc3TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0159746
IRS990/OtherExpensesGrp/ProgramServicesAmt0473407
IRS990/OtherExpensesGrp/ProgramServicesAmt1286556
IRS990/OtherExpensesGrp/ProgramServicesAmt229
IRS990/OtherExpensesGrp/TotalAmt0473407
IRS990/OtherExpensesGrp/TotalAmt1286556
IRS990/OtherExpensesGrp/TotalAmt2159746
IRS990/OtherExpensesGrp/TotalAmt329
IRS990/OtherLiabilitiesGrp/BOYAmt091717
IRS990/OtherLiabilitiesGrp/EOYAmt095052
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0640259
IRS990/OtherSalariesAndWagesGrp/TotalAmt0640259
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt085369
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083921
IRS990/PrincipalOfficerNm0RICHARD GILLIARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1511110
IRS990/ProgramServiceRevenueGrp/Desc0RENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03440197
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt176549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03440197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt176549
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01896
IRS990/PYOtherExpensesAmt02448139
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03212015
IRS990/PYRevenuesLessExpensesAmt0131073
IRS990/PYSalariesCompEmpBnftPaidAmt0634699
IRS990/PYTotalExpensesAmt03082838
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03213911
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0282349
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03440197
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03348837
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03068159
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01489
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0581
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0537
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03516746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03212015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03162249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03169688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02985713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016046411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0581
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06052
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt016046411
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03516746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03212015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03162249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03169688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02985713
IRS990ScheduleA/Total509Grp/TotalAmt016046411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03518235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03213911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03163798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03170269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02986250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016052463
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04770918
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04770918
IRS990ScheduleD/EquipmentGrp/BookValueAmt0821
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071769
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072590
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03235886
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07515517
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03418670
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010934187
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0495901
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0605144
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01101045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt095052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03518235
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ENTITY HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED OCTOBER 31, 2020. DUE TO ITS TAX EXEMPT STATUS, THE CORPORATION IS NOT SUBJECT TO INCOME TAXES. THE CORPORATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE CORPORATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE CORPORATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2017 REMAIN OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08112239
IRS990ScheduleD/TotalExpensesPerForm990Amt03235886
IRS990ScheduleD/TotalLiabilityAmt095052
IRS990ScheduleD/TotalRevenuePerForm990Amt03518235
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03518235
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03235886
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROPERTY IS MANAGED BY INNOVATIVE PROPERTY MANAGEMENT SERVICES, LLC, AN UNRELATED PARTY, PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. THE MANAGEMENT AGREEMENT PROVIDES FOR A MANAGEMENT FEE OF 6.00 PERCENT OF MONTHLY OPERATING RECEIPTS. SUCH FEES CHARGED TO OPERATIONS FOR THE YEAR ENDED OCTOBER 31, 2020 WERE $188,520, OF WHICH NO AMOUNT REMAINS UNPAID AS OF OCTOBER 31, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER IS RESPONSIBLE FOR FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ALL DOCUMENTS AVAILABLE FOR PUBLIC USE UPON 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/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011877479
IRS990/TotalAssetsEOYAmt012183156
IRS990/TotalAssetsGrp/BOYAmt011877479
IRS990/TotalAssetsGrp/EOYAmt012183156
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0335964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02899922
IRS990/TotalFunctionalExpensesGrp/TotalAmt03235886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015537369
IRS990/TotalLiabilitiesEOYAmt015560697
IRS990/TotalLiabilitiesGrp/BOYAmt015537369
IRS990/TotalLiabilitiesGrp/EOYAmt015560697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-3659890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-3377541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02899922
IRS990/TotalProgramServiceRevenueAmt03516746
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01489
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03516746
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03518235
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011877479
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012183156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 WILLIAMS ST
IRS990/USAddress/CityNm0POUGHKEEPSIE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012601
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732205
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AME-ZION TRINITY HOUSING DEVELOPMENT FUN
ReturnHeader/Filer/BusinessNameControlTxt0AME-
ReturnHeader/Filer/EIN0132795194
ReturnHeader/Filer/PhoneNum08454732205
ReturnHeader/Filer/USAddress/AddressLine1Txt021 WILLIAMS ST
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0816 CONGRESS AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124949100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S CELKIS CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,183,156
Liabilities
$15,560,697
Net assets
-$3,377,541
Revenue
$3,518,235
Expenses
$3,235,886
Net income
$282,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.1$12.1$2.03$4.23$3.35$0.88
2023Detailed filing. Detailed filing data is available for this year.$13.4$12.3$1.15$3.93$3.39$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$12.9$0.60$3.81$3.14$0.67
2021Detailed filing. Detailed filing data is available for this year.$12.7$12.7$0.06$6.34$3.03$3.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$15.6$3.38$3.52$3.24$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$15.5$3.66$3.21$3.08$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$15.5$3.79$3.16$3.33$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$15.3$3.63$3.17$3.19$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$14.8$3.61$2.96$3.05$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$14.3$3.53$3.02$3.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$10.4$13.8$3.39$2.98$3.09$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$13.8$3.28$2.97$2.63$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$14.0$3.62$4.58
2011Summary only. Only limited summary data is available for this year.$11.3$13.2$1.89$3.05$3.29$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$13.4$1.66$3.03