Civic Intelligence

Booth Residence San Antonio Inc

EIN 20-3891752 • 501(c)3 • Brookhaven, GA

Profile

Provide low cost housing for the elderly and disadvantaged.

1424 NE ExpresswayBrookhaven, GA 30329

www.uss.salvationarmy.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

233%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Revenue

Down

$0

Down $1,864,825 (-100%) from 2022

Expenses

Down

$0

Down $567,794 (-100%) from 2022

Net Income

Down

$0

Down $1,297,031 (-100%) from 2022

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,716,840Liabilities 2011: $220,595Net Assets 2011: $4,496,2452011Assets 2012: $4,656,964Liabilities 2012: $264,311Net Assets 2012: $4,392,6532012Assets 2013: $4,438,357Liabilities 2013: $136,384Net Assets 2013: $4,301,9732013Assets 2014: $4,266,108Liabilities 2014: $4,672,792Net Assets 2014: -$406,6842014Assets 2015: $4,148,910Liabilities 2015: $4,661,970Net Assets 2015: -$513,0602015Assets 2016: $4,046,550Liabilities 2016: $4,696,657Net Assets 2016: -$650,1072016Assets 2017: $3,914,572Liabilities 2017: $4,718,138Net Assets 2017: -$803,5662017Assets 2018: $3,771,609Liabilities 2018: $4,688,990Net Assets 2018: -$917,3812018Assets 2019: $3,651,177Liabilities 2019: $4,636,453Net Assets 2019: -$985,2762019Assets 2020: $3,554,061Liabilities 2020: $4,654,000Net Assets 2020: -$1,099,9392020Assets 2021: $3,348,036Liabilities 2021: $4,645,067Net Assets 2021: -$1,297,0312021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $330,346Expenses 2011: $464,685Net Income 2011: -$134,3392011Revenue 2012: $363,368Expenses 2012: $466,960Net Income 2012: -$103,5922012Expenses 2013: $454,4652013Revenue 2014: $450,062Expenses 2014: $558,819Net Income 2014: -$108,7572014Revenue 2015: $430,421Expenses 2015: $536,797Net Income 2015: -$106,3762015Revenue 2016: $432,586Expenses 2016: $569,633Net Income 2016: -$137,0472016Revenue 2017: $439,498Expenses 2017: $592,957Net Income 2017: -$153,4592017Revenue 2018: $507,243Expenses 2018: $621,058Net Income 2018: -$113,8152018Revenue 2019: $523,185Expenses 2019: $591,080Net Income 2019: -$67,8952019Revenue 2020: $517,863Expenses 2020: $632,526Net Income 2020: -$114,6632020Revenue 2021: $560,005Expenses 2021: $757,097Net Income 2021: -$197,0922021Revenue 2022: $1,864,825Expenses 2022: $567,794Net Income 2022: $1,297,0312022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.86$0.57$1.30
2021Detailed filing. Detailed filing data is available for this year.$3.35$4.65$1.30$0.56$0.76$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.55$4.65$1.10$0.52$0.63$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.65$4.64$0.99$0.52$0.59$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.77$4.69$0.92$0.51$0.62$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$4.72$0.80$0.44$0.59$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.05$4.70$0.65$0.43$0.57$0.14
2015Summary only. Only limited summary data is available for this year.$4.15$4.66$0.51$0.43$0.54$0.11
2014Summary only. Only limited summary data is available for this year.$4.27$4.67$0.41$0.45$0.56$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.14$4.30$0.45
2012Summary only. Only limited summary data is available for this year.$4.66$0.26$4.39$0.36$0.47$0.10
2011Summary only. Only limited summary data is available for this year.$4.72$0.22$4.50$0.33$0.46$0.13
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.2
Gross Receipts
$5,203,314
Mission and Program Overview

Mission

Provide affordable housing for the elderly, handicapped and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,184,824--
Cash and Non-Interest-Bearing Accounts$27,132--
Prepaid Expenses and Deferred Charges$6,216--
Accounts Receivable$2,315--
Total Assets$3,348,036$0▼ $3,348,036
Other Assets Total$127,549$0▼ $127,549
Liabilities
Other Liabilities$4,615,000$0▼ $4,615,000
Accounts Payable and Accrued Expenses$28,547--
Deferred Revenue$1,520--
Total Liabilities$4,645,067$0▼ $4,645,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,297,031$0▲ $1,297,031
Total Net Assets Fund Balance$-1,297,031$0▲ $1,297,031
Total Liabilities and Net Assets / Fund Balance$3,348,036$0▼ $3,348,036
Compensation and Service Providers

Employees

NameTitleOtherTotal
F Bradford BaileyFormer Director / Former Vice President$286,544$286,544
Willis HowellDirector / President$136,253$136,253
Janice RieferDirector$86,723$86,723
Kelly IgleheartDirector / President$79,179$79,179
Mark IsraelDirector$78,577$78,577
Ralph BukiewiczDirector / Vice President$74,529$74,529
James SeilerDirector / Treasurer$69,505$69,505
Ronnie RaymerDirector$67,477$67,477
Philip SwyersDirector / Assistant Treasurer$62,105$62,105
Leon FerraezDirector / Secretary$61,028$61,028
Thomas CorbittDirector$51,177$51,177
Arthur PenhaleDirector$49,043$49,043

Board Members and Trustees

NameTitle
Austruberto Flores IiiDirector / Assistant Treasurer
Samuel HenryDirector / Assistant Treasurer
Christopher BrownFormer Director
John NeedhamFormer Director
Philip HarwellFormer Director
Sheila LanierFormer Director
Stephen MorrisFormer Director
William HobgoodFormer Director
William MockabeeFormer Director
Stephen EllisFormer Director / Former Asst Treas
Charles PowellFormer Director / Former Secretary
Ward MatthewsFormer Director / Former Secretary
F Bradford BaileyFormer Director / Former Vice Presid
Revenue and Support

Revenue Composition

Contributions and Grants
$103,699
Program Service Revenue
$50,757
Investment Income
$1,710,369
Other Revenue
$0
Change in Net Assets
$1,297,031

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,494
Revenue Not Reported on Financial Statements
$1,710,331
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,710,331
Total Revenue per Audited Statements
$154,494
Total Revenue per Form 990
$1,864,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$405,699
Other Expenses$162,095
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$405,699--$405,699
Depreciation Depletion$43,871--$43,871
Occupancy$33,114--$33,114
Fees for Services Management-$7,535-$7,535
Office Expenses$5,320$92-$5,412
Fees for Services Accounting-$4,500-$4,500
Fees for Services Other$1,366$134-$1,500
Travel$426--$426
Other Expenses$102$19,526-$102
Information Technology$18--$18
Total Functional Expenses$536,007$31,787$0$567,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$567,794
Expenses Not Reported on Financial Statements$405,699
Other Expense Adjustments$405,699
Expenses per Audited Statements$162,095
Total Expenses per Audited Statements$162,095
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Salvation Army USA Southern TerritoryBrookhaven, GA501(c)(3)Distribution Liquidating Made to Salvation Army$405,699
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Booth residence san antonio inc. Receives certain management services performed by the salvation army, a georgia corporation, which has provided these services for multifamily housing hud held properties since 1976, having received authorization from the u.s. Department of housing and urban development through the omb approval process. The project is operated and supervised in accordance with hud regulations and written policies of the salvation army. Services provided include legal, internal audit, and management and supervisor oversight and training.

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

Final return is reviewed by officers of the corporation.

Form 990, Part VI, Section B, Line 12C

The code of conduct and conflict of interest policy (the "policy") adopted by the salvation army provides that all officers (ministers) must receive a copy of the policy, which advises that failure to comply with the policy will result in discipline, up to and including termination. Lay employees of the salvation army must sign a statement acknowledging receipt of, and agreeing to comply with, the policy as it appears in the employee manual. Any failure by an employee to comply with the policy will result in discipline, up to and including termination.

Form 990, Part VI, Section B, Line 15

The officers and directors of booth residence of san antonio, inc. Consist of officers in the salvation army, georgia corp., a related organization. They received no compensation from booth residence of san antonio inc. All compensation received is from the salvation army and consists of an allowance determined based upon years of service and scope of responsibility. It is reviewed and approved by national and international headquarters and is consistently employed across the u.s. Compensation of key lay personnel is based on comparability data.

Form 990, Part VI, Section C, Line 19

Requests for the annual report, the organizational documents and the conflict of interest policy and code of conduct may be sent to the salvation army at 1424 northeast expressway n. E., brookhaven, ga 30329.

FORM 990 PART VII, SECTION A, REPORTABLE COMPENSATION:

Individuals who are active officers with the salvation army receive retirement housing, furnishings & automobile grants to aid them in purchasing these thinges for retirement as these items have been provided by the salvation army during their years of active service. These grants are one-time, lump sum payments given out one to two years prior to retirement and are included in the officers ordinary income which is reflected in the "reportable compensation from related organizations". Form 990, part vii, section a, estimated amount of other compensation: housing allowances reported in the "other compensation" section of part vii reflect the fair market rental value of the residence provided plus the costs of utilities paid by the salvation army. Active duty officers are required to use the residences owned and provided by the salvation army.

Filing and Contact Details

Filer

Filer Name
Booth Residence San Antonio Inc a TX Co
EIN
20-3891752
Phone
4047281300
Address
1424 NE EXPRESSWAY, BROOKHAVEN, GA 30329
Doing Business As
Catherine Booth Garden Apts

Signing Officer

Name
Kelly Igleheart
Title
President
Phone
4047281300
Signed
2023-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Igleheart
Formed
2005
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
82

Preparer

Firm
Cohnreznick Llp
Address
3560 LENOX ROAD NE SUITE 2900, ATLANTA, GA 30326
Preparer
Andrew Smith
Phone
4048479447
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has a committee responsible for the oversight of the audit as well as the selection of the independent accountant.

Financial Statement Notes

PART X, LINE 2:

Booth residence san antonio, inc., a texas corporation (the owner), is an organization exempt from income taxation under section 501(a) as an entity described in section 501(c)(3) of the internal revenue code of 1986, as amended. Accordingly, no provision for federal income taxes is included in the accompanying financial statements of the project. The owner files required federal and state information returns. Federal returns for tax years since 2019 remain open for examination by the internal revenue service.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Gain or loss disposition of fixed assets 1,710,331.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

GRANT EXPENSE 405,699.

PART XI, LINE 4B:

Gain on sale and grant expense occured after the audit cut off date. Sale price: $5,048,820 cost of sale: $3,338,489 gain: $ 1,710,331

Raw XML AppendixShowing 400 of 1,066 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1612203
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1716241
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IRS990/Form990PartVIISectionAGrp/PersonNm3JANICE RIEFER
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLY IGLEHEART
IRS990/Form990PartVIISectionAGrp/PersonNm5LEON FERRAEZ
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IRS990/Form990PartVIISectionAGrp/PersonNm23WILLIAM MOCKABEE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR / PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR / ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR / VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR / ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR / PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER DIRECTOR / FORMER VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21FORMER DIRECTOR / FORMER SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23FORMER DIRECTOR
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0315466

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