Civic Intelligence

The Affordable Housing Conservancy

990EZ • Fiscal year 2013 • EIN 14-1774430

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

2 Eugene Brown Drive12561

(845) 255-8353

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • NTEE S • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.21x

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

2013 filings • NTEE S • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-1546%

Higher net margin than 1% of similar nonprofits.

2013 filings • NTEE S • <$500k nonprofits • Source year 2013

Top Officer Pay

97th percentile

$104,257

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 1164.1% of source-year revenue.

2013 filings • NTEE S • <$500k nonprofits • Source year 2013

Asset Growth

7th percentile

-52%

Faster asset growth than 7% of similar nonprofits.

2013 filings • NTEE S • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$131,264

Down $144,283 (-52%) from 2012

Net Assets

Down

$129,364

Down $138,422 (-52%) from 2012

Liabilities

Down

$1,900

Down $5,861 (-76%) from 2012

Revenue

$8,956

No earlier filing loaded for comparison.

Expenses

Down

$147,378

Down $549,222 (-79%) from 2012

Net Income

-$138,422

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$131,264
Liabilities$1,900
Net Assets$129,364

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$8,956
Expenses$147,378
Net Income-$138,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$8,956
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ASSISTED AFFORDABLE HOUSING PROVIDERS IN ENERGY EFFICIENCY. INCREASED THE EFFECTIVNESS OF ENERGY PROGRAMS BY PROVIDING RESOURCES TO MAKE ENVIROMENTALLY RESPONSIBLE COMMUNITIES-$147,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY ORTIZPresidentFT$72,664$31,593$104,257
CATHERINE HULTSSecretaryPT$8,663-$8,663
CRAIG BATESDirector-$0--
CATHERINE ORTIZMember-$0--
KATHY PARISIMember-$0--
JOSEPH DEERMember-$0--
BRICE WHITEMember-$0--
Filing and Contact Details

Filer

EIN
14-1774430
Phone
8452558353

Signing Officer

Name
Gregory Ortiz
Title
President
Phone
8452558353
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Gary R Smith
Phone
8455342300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 653 wireless 2,493 vehicle 5,090 insurance- workers comp 5,611 insurance- liability 3,859 insurance- vehicle 1,563 bank charges 215 weatherization fees 2,842 filing fees 125 depreciation 4,480 total 26,931

Form 990-ez, Part II, Line 24

Office 33,829 33,829 less accumulated depreciation 20,810 25,290 total 13,019 8,539

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 7,761 1,900

Form 990-ez, Part III

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

Raw XML Appendix160 raw XML fields

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

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0GREGORY ORTIZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1CATHERINE HULTS
CompensationExplanation/CompensationExplanationGrp/PersonNm2CRAIG BATES
CompensationExplanation/CompensationExplanationGrp/PersonNm3CATHERINE ORTIZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4KATHY PARISI
CompensationExplanation/CompensationExplanationGrp/PersonNm5JOSEPH DEER
CompensationExplanation/CompensationExplanationGrp/PersonNm6BRICE WHITE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LIBOLT & SONS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08452553853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1015 STEVES LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0GARDINER
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode012542
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0262528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-138422
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0275547
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131264
IRS990EZ/GrossReceiptsAmt08956
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0737
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0267786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0267786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt116.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt072664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt18663
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt031593
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGORY ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE HULTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY PARISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH DEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRICE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013019
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08539
IRS990EZ/OtherExpensesTotalAmt026931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING AFFORDABLE HOUSING PROVIDERS TO USE ENERGY MORE EFFICIENTLY WHILE PROVIDING SAVINGS AND COMFORT TO RESIDENTS
IRS990EZ/ProgramServiceRevenueAmt07219
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED AFFORDABLE HOUSING PROVIDERS IN ENERGY EFFICIENCY. INCREASED THE EFFECTIVNESS OF ENERGY PROGRAMS BY PROVIDING RESOURCES TO MAKE ENVIROMENTALLY RESPONSIBLE COMMUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147378
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0120147
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07761
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01900
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147378
IRS990EZ/TotalProgramServiceExpensesAmt0147378
IRS990EZ/TotalRevenueAmt08956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOUSINGCONSERVANCY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0346588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03146141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01996080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05489809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05379
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07219
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt05489809
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0346588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03146141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01996080
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05489809
IRS990ScheduleA/TotalSupportAmt05502407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 653 WIRELESS 2,493 VEHICLE 5,090 INSURANCE- WORKERS COMP 5,611 INSURANCE- LIABILITY 3,859 INSURANCE- VEHICLE 1,563 BANK CHARGES 215 WEATHERIZATION FEES 2,842 FILING FEES 125 DEPRECIATION 4,480 TOTAL 26,931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE 33,829 33,829 LESS ACCUMULATED DEPRECIATION 20,810 25,290 TOTAL 13,019 8,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,761 1,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSISTING AFFORDABLE HOUSING PROVIDERS TO USE ENERGY MORE EFFICIENTLY WHILE PROVIDING SAVINGS AND COMFORT TO RESIDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08452558353
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE AFFORDABLE HOUSING CONSERVANCY
ReturnHeader/Filer/BusinessNameControlTxt0AFFO
ReturnHeader/Filer/EIN0141774430
ReturnHeader/Filer/PhoneNum08452558353
ReturnHeader/Filer/USAddress/AddressLine102 EUGENE BROWN DRIVE
ReturnHeader/Filer/USAddress/City0NEW PALTZ
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141716227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RANK & SMITH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10243 HUDSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CORNWALL ON HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0125201520
ReturnHeader/PreparerPersonGrp/PhoneNum08455342300
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY R SMITH
ReturnHeader/ReturnTs02014-08-14T13:52:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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