Civic Intelligence

The Affordable Housing Conservancy

EIN 14-1774430 • 501(c)3 • Gardiner, NY

Profile

Assisting affordable housing providers to use energy more efficiently while providing savings and comfort to residents

PO Box 106Gardiner, NY 12525

housingconservancy.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.99x

Higher debt load relative to assets than 92% of similar nonprofits.

NTEE S • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.23x

Higher debt load relative to revenue than 52% of similar nonprofits.

NTEE S • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

NTEE S • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$145,670

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

NTEE S • $1M-$5M nonprofits • Source year 2024

Asset Growth

100th percentile

9171%

Faster asset growth than 100% of similar nonprofits.

NTEE S • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

26287%

Faster revenue growth than 99% of similar nonprofits.

NTEE S • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$699,319

Up $691,776 (+9171%) from 2023

Liabilities

Up

$692,455

Up $685,185 (+9425%) from 2023

Net Assets

$6,864

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue52nd percentileNet Margin40th percentile

Revenue

Up

$2,990,189

Up $2,978,857 (+26287%) from 2023

Expenses

Up

$2,983,198

Up $2,956,473 (+11063%) from 2023

Net Income

Up

$6,991

Up $22,384 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,041,512Liabilities 2010: $173,681Net Assets 2010: $867,8312010Assets 2011: $966,107Liabilities 2011: $406,496Net Assets 2011: $559,6112011Assets 2012: $275,547Liabilities 2012: $7,761Net Assets 2012: $267,7862012Assets 2013: $131,264Liabilities 2013: $1,900Net Assets 2013: $129,3642013Assets 2014: $46,377Liabilities 2014: $243Net Assets 2014: $46,1342014Assets 2015: $9,888Liabilities 2015: $343Net Assets 2015: $9,5452015Assets 2016: $1,043Liabilities 2016: $5,022Net Assets 2016: -$3,9792016Assets 2017: $16,376Liabilities 2017: $4,294Net Assets 2017: $12,0822017Assets 2018: $8,820Liabilities 2018: $836Net Assets 2018: $7,9842018Assets 2019: $16,128Liabilities 2019: $2,554Net Assets 2019: $13,5742019Assets 2020: $144,055Liabilities 2020: $48,6192020Assets 2021: $81,232Liabilities 2021: $14,874Net Assets 2021: $66,3582021Assets 2022: $51,957Liabilities 2022: $11,903Net Assets 2022: $40,0542022Assets 2023: $7,543Liabilities 2023: $7,2702023Assets 2024: $699,319Liabilities 2024: $692,455Net Assets 2024: $6,8642024

Highlighted filing

2024

Assets$699,319
Liabilities$692,455
Net Assets$6,864
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,738,7782010Expenses 2011: $3,847,4732011Expenses 2012: $696,6002012Revenue 2013: $8,956Expenses 2013: $147,378Net Income 2013: -$138,4222013Revenue 2014: $14,273Expenses 2014: $97,504Net Income 2014: -$83,2312014Revenue 2015: $70,042Expenses 2015: $106,632Net Income 2015: -$36,5902015Revenue 2016: $92,080Expenses 2016: $105,603Net Income 2016: -$13,5232016Revenue 2017: $106,937Expenses 2017: $90,875Net Income 2017: $16,0622017Revenue 2018: $90,000Expenses 2018: $94,097Net Income 2018: -$4,0972018Revenue 2019: $90,000Expenses 2019: $84,412Net Income 2019: $5,5882019Revenue 2020: $197,034Expenses 2020: $115,172Net Income 2020: $81,8622020Revenue 2021: $97,614Expenses 2021: $126,693Net Income 2021: -$29,0792021Revenue 2022: $64,000Expenses 2022: $90,304Net Income 2022: -$26,3042022Revenue 2023: $11,332Expenses 2023: $26,725Net Income 2023: -$15,3932023Revenue 2024: $2,990,189Expenses 2024: $2,983,198Net Income 2024: $6,9912024

Highlighted filing

2024

Revenue$2,990,189
Expenses$2,983,198
Net Income$6,991
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$699,319
Liabilities
$692,455
Net assets
$6,864
Revenue
$2,990,189
Expenses
$2,983,198
Net income
$6,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.69$0.01$2.99$2.98$0.01
2023Summary only. Only limited summary data is available for this year.$0.01$0.01$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$0.06$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.01$0.07$0.10$0.13$0.03
2020Summary only. Only limited summary data is available for this year.$0.14$0.05$0.20$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.01$0.09$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.09$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.01$0.11$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.01$0.00$0.09$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.07$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.01$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.15$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.41$0.56$3.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.17$0.87$1.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$2,990,189
Mission and Program Overview

Mission

Assisting affordable housing providers to use energy more efficiently while providing savings and comfort to residents

Assisting affordable housing providers to use energy more efficiently while providing savings and comfort to residents through the administration of available grant programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors-$416,445-
Prepaid Expenses and Deferred Charges-$320,908-
Cash and Non-Interest-Bearing Accounts-$238,400-
Pledges and Grants Receivable-$130,531-
Accounts Receivable-$9,480-
Total Assets$0$699,319▲ $699,319
Liabilities
Accounts Payable and Accrued Expenses-$276,010-
Total Liabilities$0$692,455▲ $692,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$6,864-
Total Net Assets Fund Balance$0$6,864▲ $6,864
Total Liabilities and Net Assets / Fund Balance$0$699,319▲ $699,319
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia DeMarco--$120,670$83,455$204,125
Keith P Libolt--$109,250$40,461$149,711
Alicia DeMarcoFiscal DirectorFT$145,670-$145,670
Gregory Ortiz--$95,645$21,146$116,791
Keith P LIboltDirector of OperationsFT$109,250-$109,250
Gregory OrtizExecutive DirectorPT$95,645-$95,645
Revenue and Support

Revenue Composition

Contributions and Grants
$2,990,189
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$45,872
Change in Net Assets
$6,991

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,990,189
Total Revenue per Audited Statements
$2,990,189
Total Revenue per Form 990
$2,990,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,134,380
Other Expenses$848,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$838,512$85,837$0$924,349
Other Employee Benefits$580,865$54,757$0$635,622
Other Expenses$599,360$1,583$0$600,943
Current Officers, Directors, Trustees, and Key Employees$318,011$32,554$0$350,565
Pension Plan Contributions$115,689$11,029$0$126,718
Payroll Taxes$88,107$9,019$0$97,126
Conferences and Meetings$68,975$7,664$0$76,639
Occupancy$52,650$5,850$0$58,500
Insurance$45,253$5,028$0$50,281
Office Expenses$25,027$4,749$0$29,776
Information Technology$8,782$975$0$9,757
Advertising$7,359$0$0$7,359
Interest$6,666$619$0$7,285
Travel$3,628$403$0$4,031
Fees for Services Legal$63$7$0$70
Total Functional Expenses$2,763,066$220,132$0$2,983,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,983,198
Total Expenses per Audited Statements$2,983,198
Total Expenses per Form 990$2,983,198
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Partowner is a nonvoting Bd MmbrAmounts received as line of creditNo$660,200
-Partowner is a nonvoting Bd MmbrAmounts repaid to line of creditNo$550,000
Christ the King ChurchPartowner is a nonvoting Bd MmbrLease payments for office space and equipmentNo$49,500
-Org. indirectly owns noncont intconsulting services paidNo$45,000
-Partowner is a nonvoting Bd Mmbrlease payments for equipment rentalsNo$18,750
-Non voting Board Member is a Deaconlease payments for office spaceNo$9,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$416,445-
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
The Affordable Housing Conservancy
EIN
14-1774430
Phone
8452551825
Address
PO Box 106, Gardiner, NY 12525

Signing Officer

Name
Gregory Ortiz
Title
President
Phone
8452551825
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Ortiz
Formed
1994
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
27
Volunteers
0

Preparer

Firm
Alicia C DeMarco
Address
45 West Pine Road, Staatsburg, NY 12580
Preparer
Alicia DeMarco
Phone
8457067423
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The audited financials statements ans draft form are circulated to the board who has the opportunity to review and ask questions realted to the return.”

Pt III, Line 2

“The Organization received a federal grant to provide weatherizations services.”

Pt III, Line 3

“The organization began offering weatherization services through a federall funded grant.”

Raw XML AppendixShowing 400 of 448 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0276010
IRS990/AccountsReceivableGrp/EOYAmt09480
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Assisting affordable housing providers to use energy more efficiently while providing savings and comfort to residents through the administration of available grant programs.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt07359
IRS990/AdvertisingGrp/TotalAmt07359
IRS990/AllOtherContributionsAmt045872
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Alicia DeMarco
IRS990/BooksInCareOfDetail/PhoneNum08452551825
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 Steves Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Gardiner
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012525
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/EOYAmt0238400
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032554
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0318011
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0350565
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07664
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt068975
IRS990/ConferencesMeetingsGrp/TotalAmt076639
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02990189
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0848818
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06991
IRS990/CYSalariesCompEmpBnftPaidAmt02134380
IRS990/CYTotalExpensesAmt02983198
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02990189
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The organization administered a Weatherization Assistance Program through NYS HCR as a temporary subgrantee.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02763066
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt063
IRS990/FeesForServicesLegalGrp/TotalAmt070
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Gregory Ortiz
IRS990/Form990PartVIISectionAGrp/PersonNm1Keith P LIbolt
IRS990/Form990PartVIISectionAGrp/PersonNm2Alicia DeMarco
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt095645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1109250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2145670
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Dir. of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt2Fiscal Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt02944317
IRS990/GrantAmt02944317
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02990189
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0975
IRS990/InformationTechnologyGrp/ProgramServicesAmt08782
IRS990/InformationTechnologyGrp/TotalAmt09757
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05028
IRS990/InsuranceGrp/ProgramServicesAmt045253
IRS990/InsuranceGrp/TotalAmt050281
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0619
IRS990/InterestGrp/ProgramServicesAmt06666
IRS990/InterestGrp/TotalAmt07285
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0416445
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Assisting affordable housing providers to use energy more efficiently while providing savings and comfort to residents through the administration of available grant programs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt06864
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06864
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05850
IRS990/OccupancyGrp/ProgramServicesAmt052650
IRS990/OccupancyGrp/TotalAmt058500
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04749
IRS990/OfficeExpensesGrp/ProgramServicesAmt025027
IRS990/OfficeExpensesGrp/TotalAmt029776
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054757
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0580865
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0635622
IRS990/OtherExpensesGrp/Desc0Dues and subscriptions
IRS990/OtherExpensesGrp/Desc1Program Expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11583
IRS990/OtherExpensesGrp/ProgramServicesAmt04119
IRS990/OtherExpensesGrp/ProgramServicesAmt1599360
IRS990/OtherExpensesGrp/TotalAmt04177
IRS990/OtherExpensesGrp/TotalAmt1600943
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085837
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0838512
IRS990/OtherSalariesAndWagesGrp/TotalAmt0924349
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09019
IRS990/PayrollTaxesGrp/ProgramServicesAmt088107
IRS990/PayrollTaxesGrp/TotalAmt097126
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011029
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0115689
IRS990/PensionPlanContributionsGrp/TotalAmt0126718
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0130531
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0320908
IRS990/PrincipalOfficerNm0Gregory Ortiz
IRS990/PriorPeriodAdjustmentsAmt06000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06991
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02944317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02990189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02990189
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02990189
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02990189
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02990189
IRS990ScheduleA/TotalSupportAmt02990189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt02983198
IRS990ScheduleD/RevenueSubtotalAmt02990189
IRS990ScheduleD/TotalExpensesPerForm990Amt02983198
IRS990ScheduleD/TotalRevenuePerForm990Amt02990189
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02990189
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02983198
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt095645
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1109250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2120670
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount225000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt021146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt115285
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt218339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt125176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt240116
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Gregory Ortiz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Keith P Libolt
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Alicia DeMarco
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0116791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1149711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2204125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Professional Commercial Group LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1Libolt & Sons Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2Harmony Hall LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt3Libolt & Sons Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt4Libolt & Sons Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Christ the King Church
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Partowner is a nonvoting Bd Mmbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Non voting Board Member is a Deacon
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Partowner is a nonvoting Bd Mmbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3Org. indirectly owns noncont int
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4Partowner is a nonvoting Bd Mmbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5Partowner is a nonvoting Bd Mmbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd5false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt049500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt19000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt218750
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt345000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt4660200
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt5550000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Lease payments for office space and equipment
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1lease payments for office space
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2lease payments for equipment rentals
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3consulting services paid
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4Amounts received as line of credit
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5Amounts repaid to line of credit
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0110200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1306245
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Cash Flow Bridge
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Capitalized Leases
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1306245
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Keith P Libolt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Keith P Libolt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Treasurer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Treasurer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt0416445
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The audited financials statements ans draft form are circulated to the board who has the opportunity to review and ask questions realted to the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization received a federal grant to provide weatherizations services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization began offering weatherization services through a federall funded grant.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 3
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0699319
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0699319
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02990189
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0220132
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02763066
IRS990/TotalFunctionalExpensesGrp/TotalAmt02983198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0692455
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0692455
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06864
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02763066
IRS990/TotalReportableCompFromOrgAmt0350565
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02990189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits