Civic Intelligence

Hatties Jackson II Inc.

990 • Fiscal year 2017 • EIN 20-4274977

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
3409 East Broad StreetColumbus, OH 43213

(614) 452-4184

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.01x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

8.65x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$109,339

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 50.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

3.2%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$1,864,674

Down $46,916 (-2.5%) from 2016

Net Assets

Down

-$11,033

Down $55,124 (-125%) from 2016

Liabilities

Up

$1,875,707

Up $8,208 (+0.4%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin11th percentile

Revenue

Up

$216,752

Up $6,775 (+3.2%) from 2016

Expenses

Up

$271,876

Up $65,304 (+32%) from 2016

Net Income

Down

-$55,124

Down $58,529 (-1719%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2013: $1,877,903Liabilities 2013: $1,874,048Net Assets 2013: $3,8552013Assets 2014: $1,862,295Liabilities 2014: $1,844,595Net Assets 2014: $17,7002014Assets 2015: $1,883,888Liabilities 2015: $1,843,202Net Assets 2015: $40,6862015Assets 2016: $1,911,590Liabilities 2016: $1,867,499Net Assets 2016: $44,0912016Assets 2017: $1,864,674Liabilities 2017: $1,875,707Net Assets 2017: -$11,0332017Assets 2018: $1,823,638Liabilities 2018: $1,866,132Net Assets 2018: -$42,4942018Assets 2019: $1,777,484Liabilities 2019: $1,882,357Net Assets 2019: -$104,8732019Assets 2020: $1,695,714Liabilities 2020: $1,866,304Net Assets 2020: -$170,5902020Assets 2021: $1,605,082Liabilities 2021: $1,856,694Net Assets 2021: -$251,6122021Assets 2022: $1,529,604Liabilities 2022: $1,871,247Net Assets 2022: -$341,6432022Assets 2023: $1,466,771Liabilities 2023: $1,845,550Net Assets 2023: -$378,7792023Assets 2024: $1,443,729Liabilities 2024: $1,857,727Net Assets 2024: -$413,9982024

Highlighted filing

2017

Assets$1,864,674
Liabilities$1,875,707
Net Assets-$11,033
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$400K$200K$0-$200KRevenue 2013: $202,816Expenses 2013: $164,587Net Income 2013: $38,2292013Revenue 2014: $208,621Expenses 2014: $194,776Net Income 2014: $13,8452014Revenue 2015: $214,225Expenses 2015: $191,239Net Income 2015: $22,9862015Revenue 2016: $209,977Expenses 2016: $206,572Net Income 2016: $3,4052016Revenue 2017: $216,752Expenses 2017: $271,876Net Income 2017: -$55,1242017Revenue 2018: $230,470Expenses 2018: $261,931Net Income 2018: -$31,4612018Revenue 2019: $215,558Expenses 2019: $277,937Net Income 2019: -$62,3792019Revenue 2020: $215,273Expenses 2020: $280,990Net Income 2020: -$65,7172020Revenue 2021: $236,614Expenses 2021: $317,636Net Income 2021: -$81,0222021Revenue 2022: $219,830Expenses 2022: $309,861Net Income 2022: -$90,0312022Revenue 2023: $228,546Expenses 2023: $265,682Net Income 2023: -$37,1362023Revenue 2024: $229,983Expenses 2024: $265,202Net Income 2024: -$35,2192024

Highlighted filing

2017

Revenue$216,752
Expenses$271,876
Net Income-$55,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$216,752
Mission and Program Overview

Mission

To provide elderly and handicapped persons with housing facilities and services specifically designed to meet their physical, social and psychological needs, and promote their health, security, happiness, and usefuleness in longer living.

To provide affordable, accessible housing to the elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,724,335$1,707,823▼ $16,512
Savings and Temporary Cash Investments$57,909$94,075▲ $36,166
Accounts Receivable$0$2,657▲ $2,657
Prepaid Expenses and Deferred Charges$1,491$1,752▲ $261
Cash and Non-Interest-Bearing Accounts$57,960$294▼ $57,666
Total Assets$1,911,590$1,864,674▼ $46,916
Other Assets Total$69,895$58,073▼ $11,822
Liabilities
Unsecured Notes Loans Payable$1,810,842$1,810,842→ $0
Accounts Payable and Accrued Expenses$51,702$40,422▼ $11,280
Other Liabilities$4,954$24,437▲ $19,483
Deferred Revenue$1$6▲ $5
Total Liabilities$1,867,499$1,875,707▲ $8,208
Net Assets / Fund Balance
Unrestricted Net Assets$44,091$-11,033▼ $55,124
Total Net Assets Fund Balance$44,091$-11,033▼ $55,124
Total Liabilities and Net Assets / Fund Balance$1,911,590$1,864,674▼ $46,916

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,665,106$446,161$2,111,267
Other Land Buildings$42,608$8,966$51,574
Equipment$109$110$219
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Celia KendallCEOFT$109,339$109,339

Board Members and Trustees

NameTitle
Daniel HuntPresident
Fred BookerVice-president
Cassandra L HicksMember
Jay FinkleaMember
Michael a NobleMember
Ray a JonesMember
Stan E FordMember
Luevoka PoweRecorder
Edwina McintyreSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$154,687
Program Service Revenue
$58,817
Investment Income
$479
Other Revenue
$2,769
Change in Net Assets
$-55,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$216,752
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$216,752
Total Revenue per Form 990
$216,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$65,897--$65,897
Other Expenses$15,868--$15,868
Office Expenses$14,783--$14,783
All Other Expenses$14,504--$14,504
Fees for Services Management-$11,398-$11,398
Insurance$8,146--$8,146
Fees for Services Accounting$7,264--$7,264
Advertising$1,337--$1,337
Conferences and Meetings$142--$142
Fees for Services Legal$111--$111
Total Functional Expenses$260,478$11,398$0$271,876

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$271,876
Total Expenses per Audited Statements$271,876
Total Expenses per Form 990$271,876
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
Residual Receipt Liability$19,509
Security Deposits$4,928
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

Form 990, Part VI, Section A, Line 2

“Michael noble & celia kendall have a family relationship”

Form 990, Part VI, Section A, Line 3

“Beacon 360 management and its employees oversee and manage day-to-day operations of the organization. All major decisions are discussed and approved by the board of trustees before they are carried out. Celia kendall, the ceo of beacon 360 managment, inc. Received reportable compensation of $104,000 and other compensation of $5,339 during the 2017 calendar year for her role in beacon's managment of all related entities.”

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

“The finance committee reviews the draft of the 990 and makes suggestions/recommendations to the board. All board members are provided with a copy of the entire 990 before it is filed with the irs.”

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

“All officers and directors sign the conflict of interest policies annually at the annual board meeting. New board members are required to disclose any potential conflicts prior to admission. Ongoing education on relationships and transactions that could pose potential conflict is integrated into annual board training sessions.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Hattie Jackson Ii Inc
EIN
20-4274977
Phone
6144524184
Address
3409 EAST BROAD STREET, COLUMBUS, OH 43213

Signing Officer

Name
Celia Kendall
Title
CEO
Phone
6144524184
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Celia Kendall
Formed
2006
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Tidwell Group LLC
Address
4249 EASTON WAY STE 210, COLUMBUS, OH 43219
Preparer
Chadd Weisert Jd
Phone
6145281465
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“No provision or benefit for income taxes has been included in these financial statements since the corporation was organized as a not-for-profit corporation and has secured tax exempt status under section 501(c)(3) of the internal revenue code. The corporation accounts for uncertainty in income taxes in accordance with accounting standards codification for income taxes. This interpretation prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. This interpretation also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The corporation determined that all income tax filing positions would be sustained upon examination and accordingly, has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of december 31, 2017 and 2016.”

Raw XML AppendixShowing 400 of 641 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/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01491
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01752
IRS990/PrincipalOfficerNm0CELIA KENDALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt058817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058817
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153611
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0321
IRS990/PYOtherExpensesAmt0206572
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt056045
IRS990/PYRevenuesLessExpensesAmt03405
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0206572
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0209977
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-55124
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt061586
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057909
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094075
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0154687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0153611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0308298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0479
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0214039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0208616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0202809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0743095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0998
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72960
IRS990ScheduleA/PublicSupportPY509Pct00.72570
IRS990ScheduleA/PublicSupportTotal509Amt0767821
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt066230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0113084
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0104258
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0283572
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt066230
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0113084
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0104258
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0283572
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0216273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0209656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0214039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0208616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0202809
IRS990ScheduleA/Total509Grp/TotalAmt01051393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0216752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0209977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0214225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0208621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0202816
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01052391
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01665106
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0446161
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02111267
IRS990ScheduleD/EquipmentGrp/BookValueAmt0109
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0110
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0219
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0271876
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042608
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08966
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESIDUAL RECEIPT LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0216752
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS SINCE THE CORPORATION WAS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS SECURED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION FOR INCOME TAXES. THIS INTERPRETATION PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE CORPORATION DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01707823
IRS990ScheduleD/TotalExpensesPerForm990Amt0271876
IRS990ScheduleD/TotalLiabilityAmt024437
IRS990ScheduleD/TotalRevenuePerForm990Amt0216752
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0216752
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0271876
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL NOBLE & CELIA KENDALL HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEACON 360 MANAGEMENT AND ITS EMPLOYEES OVERSEE AND MANAGE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION. ALL MAJOR DECISIONS ARE DISCUSSED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE THEY ARE CARRIED OUT. CELIA KENDALL, THE CEO OF BEACON 360 MANAGMENT, INC. RECEIVED REPORTABLE COMPENSATION OF $104,000 AND OTHER COMPENSATION OF $5,339 DURING THE 2017 CALENDAR YEAR FOR HER ROLE IN BEACON'S MANAGMENT OF ALL RELATED ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE DRAFT OF THE 990 AND MAKES SUGGESTIONS/RECOMMENDATIONS TO THE BOARD. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE ENTIRE 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND DIRECTORS SIGN THE CONFLICT OF INTEREST POLICIES ANNUALLY AT THE ANNUAL BOARD MEETING. NEW BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS PRIOR TO ADMISSION. ONGOING EDUCATION ON RELATIONSHIPS AND TRANSACTIONS THAT COULD POSE POTENTIAL CONFLICT IS INTEGRATED INTO ANNUAL BOARD TRAINING SESSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0020634747
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROPERTY MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BEACON 360 MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03409 E BROAD STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,864,674
Liabilities
$1,875,707
Net assets
-$11,033
Revenue
$216,752
Expenses
$271,876
Net income
-$55,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$1.86$0.41$0.23$0.27$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.47$1.85$0.38$0.23$0.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.53$1.87$0.34$0.22$0.31$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.61$1.86$0.25$0.24$0.32$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.70$1.87$0.17$0.22$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.78$1.88$0.10$0.22$0.28$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.82$1.87$0.04$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.86$1.88$0.01$0.22$0.27$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.91$1.87$0.04$0.21$0.21$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.88$1.84$0.04$0.21$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.86$1.84$0.02$0.21$0.19$0.01
2013Summary only. Only limited summary data is available for this year.$1.88$1.87$0.00$0.20$0.16$0.04