Civic Intelligence

Colonel Properties Inc.

990 • Fiscal year 2016 • EIN 20-1297225

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 15, 2017

Organization ProfileN/A
PO Box 1495Delaware, OH 43015

(740) 363-5562

Siviq Scores

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

Liabilities / Assets

66th percentile

0.15x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

1.59x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

7th percentile

-49%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$88,474

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 97.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-5.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$964,221

Down $54,375 (-5.3%) from 2015

Net Assets

Down

$819,567

Down $44,814 (-5.2%) from 2015

Liabilities

Down

$144,654

Down $9,561 (-6.2%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin7th percentile

Revenue

Up

$91,256

Up $12,646 (+16%) from 2015

Expenses

Down

$136,070

Down $6,218 (-4.4%) from 2015

Net Income

Up

-$44,814

Up $18,864 (+30%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,244,742Liabilities 2011: $1,403,675Net Assets 2011: -$158,9332011Assets 2012: $1,182,054Liabilities 2012: $1,387,417Net Assets 2012: -$205,3632012Assets 2013: $1,124,904Liabilities 2013: $137,462Net Assets 2013: $987,4422013Assets 2014: $1,073,925Liabilities 2014: $145,866Net Assets 2014: $928,0592014Assets 2015: $1,018,596Liabilities 2015: $154,215Net Assets 2015: $864,3812015Assets 2016: $964,221Liabilities 2016: $144,654Net Assets 2016: $819,5672016Assets 2017: $908,978Liabilities 2017: $138,328Net Assets 2017: $770,6502017Assets 2018: $862,043Liabilities 2018: $135,592Net Assets 2018: $726,4512018Assets 2019: $806,477Liabilities 2019: $127,051Net Assets 2019: $679,4262019Assets 2020: $754,054Liabilities 2020: $124,519Net Assets 2020: $629,5352020Assets 2021: $705,853Liabilities 2021: $121,843Net Assets 2021: $584,0102021Assets 2022: $663,971Liabilities 2022: $157,671Net Assets 2022: $506,3002022Assets 2023: $645,388Liabilities 2023: $164,122Net Assets 2023: $481,2662023Assets 2024: $641,884Liabilities 2024: $176,643Net Assets 2024: $465,2412024

Highlighted filing

2016

Assets$964,221
Liabilities$144,654
Net Assets$819,567
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2011: $75,292Expenses 2011: $146,306Net Income 2011: -$71,0142011Revenue 2012: $81,014Expenses 2012: $127,444Net Income 2012: -$46,4302012Revenue 2013: $74,906Expenses 2013: $131,101Net Income 2013: -$56,1952013Revenue 2014: $74,487Expenses 2014: $133,870Net Income 2014: -$59,3832014Revenue 2015: $78,610Expenses 2015: $142,288Net Income 2015: -$63,6782015Revenue 2016: $91,256Expenses 2016: $136,070Net Income 2016: -$44,8142016Revenue 2017: $96,019Expenses 2017: $144,936Net Income 2017: -$48,9172017Revenue 2018: $99,105Expenses 2018: $143,304Net Income 2018: -$44,1992018Revenue 2019: $101,854Expenses 2019: $148,879Net Income 2019: -$47,0252019Revenue 2020: $100,898Expenses 2020: $150,789Net Income 2020: -$49,8912020Revenue 2021: $98,520Expenses 2021: $144,045Net Income 2021: -$45,5252021Revenue 2022: $99,646Expenses 2022: $177,356Net Income 2022: -$77,7102022Revenue 2023: $121,871Expenses 2023: $146,905Net Income 2023: -$25,0342023Revenue 2024: $119,831Expenses 2024: $135,856Net Income 2024: -$16,0252024

Highlighted filing

2016

Revenue$91,256
Expenses$136,070
Net Income-$44,814
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 15, 2017
Return Version
2016v3.0
Gross Receipts
$91,256
Mission and Program Overview

Mission

Elderly and Disabled Housing Provider.

Elderly & disabled housing provider

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$973,455$915,094▼ $58,361
Accounts Receivable$4,681$8,005▲ $3,324
Cash and Non-Interest-Bearing Accounts$3,591$4,208▲ $617
Prepaid Expenses and Deferred Charges$1,924--
Total Assets$1,018,596$964,221▼ $54,375
Other Assets Total$34,945$36,914▲ $1,969
Liabilities
Mortgage Notes Payable Secured by Investment Property$116,255$112,505▼ $3,750
Accounts Payable and Accrued Expenses$34,864$29,395▼ $5,469
Other Liabilities$3,096$2,754▼ $342
Total Liabilities$154,215$144,654▼ $9,561
Net Assets / Fund Balance
Unrestricted Net Assets$864,381$819,567▼ $44,814
Total Net Assets Fund Balance$864,381$819,567▼ $44,814
Total Liabilities and Net Assets / Fund Balance$1,018,596$964,221▼ $54,375

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$740,669$367,177$1,107,846
Leasehold Improvements$105,175$165,276$270,451
Land$69,250-$69,250
Equipment-$54,509$54,509
Other Assets Org$3,339--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
James WilsonSecTreasurerFT$88,474$88,474

Board Members and Trustees

NameTitle
Randall FullerPresident
Steven CooperVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$43,386
Program Service Revenue
$47,852
Investment Income
$18
Other Revenue
$0
Change in Net Assets
$-44,814

Audited Revenue Reconciliation

Revenue per Audited Statements
$91,256
Total Revenue per Audited Statements
$91,256
Total Revenue per Form 990
$91,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,108
Salaries, Compensation, and Employee Benefits$4,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$58,361--$58,361
Fees for Services Accounting-$11,188-$11,188
Other Expenses$9,258$624-$9,258
All Other Expenses$8,141--$8,141
Fees for Services Management-$7,920-$7,920
Occupancy-$6,228-$6,228
Insurance$3,922$250-$4,172
Other Salaries and Wages-$3,121-$3,121
Other Employee Benefits$1,644--$1,644
Office Expenses-$577-$577
Payroll Taxes-$197-$197
Total Functional Expenses$105,724$30,346$0$136,070

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$136,070
Total Expenses per Audited Statements$136,070
Total Expenses per Form 990$136,070
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
Tenants Security Deposit$2,754
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Colonel Properties delegates control of management duties to Del-Mor Dwellings Corp., (a related tax exempt organization) which sponsored the development of Colonel Properties. Colonel Properties pays a HUD approved management fee to Del-Mor Dwellings Corp. This relationship is based on a property management agreement executed between the two entities prior to the project being put into service in 2007.”

Form 990 governing body review Part VI line 11

“The management agent representative and board treasurer review the 990 with the board membership prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“The organizations policy stipulates: A duty to disclose, a recording of board proceedings with inclusion of all pertinent facts relating to potential conflict of interest in the course of votes or other board authorized transactions, and a periodic review of activities. Board members are also required to review the conflict of interest policy annually and sign an annual disclosure statement.”

Governing documents etc available to public Part VI line 19

“Governing documents, conflict of interest policy, and financial statements are available to the general public at 30 N. Franklin Street, Delaware, Ohio, 43105 upon prior written request.”

Filing and Contact Details

Filer

Filer Name
Colonel Properties Inc
EIN
20-1297225
Address
PO BOX 1495, Delaware, OH 43015

Signing Officer

Name
James Wilson
Title
Secretary Treas
Phone
7403635562
Signed
2017-03-15
Discuss with paid preparer
No

Organization Details

Formed
2003
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Trusted Advisors of Ohio LLC
Address
3691 LEE ROAD SUITE 109, SHAKER HEIGHTS, OH 44120
Preparer
Horace Spivey
Phone
2165410090
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13339
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Reserve Fund for Replacement
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Tenants Security Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02754
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenants Security Deposit
IRS990ScheduleD/RevenueSubtotalAmt091256
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0915094
IRS990ScheduleD/TotalBookValueOtherAssetsAmt036914
IRS990ScheduleD/TotalExpensesPerForm990Amt0136070
IRS990ScheduleD/TotalLiabilityAmt02754
IRS990ScheduleD/TotalRevenuePerForm990Amt091256
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt091256
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0136070
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Colonel Properties delegates control of management duties to Del-Mor Dwellings Corp., (a related tax exempt organization) which sponsored the development of Colonel Properties. Colonel Properties pays a HUD approved management fee to Del-Mor Dwellings Corp. This relationship is based on a property management agreement executed between the two entities prior to the project being put into service in 2007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management agent representative and board treasurer review the 990 with the board membership prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organizations policy stipulates: A duty to disclose, a recording of board proceedings with inclusion of all pertinent facts relating to potential conflict of interest in the course of votes or other board authorized transactions, and a periodic review of activities. Board members are also required to review the conflict of interest policy annually and sign an annual disclosure statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy, and financial statements are available to the general public at 30 N. Franklin Street, Delaware, Ohio, 43105 upon prior written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Del-Mor Dwellings Corp
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311302382
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide subsidized housing to persons with disabilities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 1495
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Delaware
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043015
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01018596
IRS990/TotalAssetsEOYAmt0964221
IRS990/TotalAssetsGrp/BOYAmt01018596
IRS990/TotalAssetsGrp/EOYAmt0964221
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043386
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030346
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105724
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0154215
IRS990/TotalLiabilitiesEOYAmt0144654
IRS990/TotalLiabilitiesGrp/BOYAmt0154215
IRS990/TotalLiabilitiesGrp/EOYAmt0144654
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0864381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0819567
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0105724
IRS990/TotalProgramServiceRevenueAmt047852
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047870
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091256
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01018596
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964221
IRS990/TotReportableCompRltdOrgAmt088474
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0864381
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0819567
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07403635562
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONEL PROPERTIES INC
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0201297225
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1495
ReturnHeader/Filer/USAddress/CityNm0Delaware
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F82E2983338B36B59280D54DD7C283B8A814F509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F82E2983338B36B59280D54DD7C283B8A814F509
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034968720171293rwcjym
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.59.87
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTm022:12:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201929757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTED ADVISORS OF OHIO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03691 LEE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044120
ReturnHeader/PreparerPersonGrp/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Horace Spivey
ReturnHeader/ReturnTs02017-05-09T22:11:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,221
Liabilities
$144,654
Net assets
$819,567
Revenue
$91,256
Expenses
$136,070
Net income
-$44,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.18$0.47$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.16$0.48$0.12$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.16$0.51$0.10$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.12$0.58$0.10$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.12$0.63$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.13$0.68$0.10$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.14$0.73$0.10$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.14$0.77$0.10$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.14$0.82$0.09$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$1.02$0.15$0.86$0.08$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$1.07$0.15$0.93$0.07$0.13$0.06
2013Summary only. Only limited summary data is available for this year.$1.12$0.14$0.99$0.07$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.18$1.39$0.21$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.24$1.40$0.16$0.08$0.15$0.07