Civic Intelligence

Hatties Jackson II Inc.

990 • Fiscal year 2019 • EIN 20-4274977

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

93rd percentile

1.06x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

8.73x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$100,595

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 46.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-6.5%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,777,484

Down $46,154 (-2.5%) from 2018

Net Assets

Down

-$104,873

Down $62,379 (-147%) from 2018

Liabilities

Up

$1,882,357

Up $16,225 (+0.9%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin10th percentile

Revenue

Down

$215,558

Down $14,912 (-6.5%) from 2018

Expenses

Up

$277,937

Up $16,006 (+6.1%) from 2018

Net Income

Down

-$62,379

Down $30,918 (-98%) from 2018

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

2019

Assets$1,777,484
Liabilities$1,882,357
Net Assets-$104,873
Open 2019 Filing

Operations Trend

Revenue Growth27th 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

2019

Revenue$215,558
Expenses$277,937
Net Income-$62,379
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$215,558
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$1,640,400$1,579,957▼ $60,443
Savings and Temporary Cash Investments$110,921$126,088▲ $15,167
Cash and Non-Interest-Bearing Accounts$7,392$7,928▲ $536
Prepaid Expenses and Deferred Charges$1,999$2,122▲ $123
Accounts Receivable$2,633$457▼ $2,176
Total Assets$1,823,638$1,777,484▼ $46,154
Other Assets Total$60,293$60,932▲ $639
Liabilities
Unsecured Notes Loans Payable$1,810,842$1,810,842→ $0
Accounts Payable and Accrued Expenses$30,601$46,049▲ $15,448
Other Liabilities$24,630$25,466▲ $836
Deferred Revenue$59$0▼ $59
Total Liabilities$1,866,132$1,882,357▲ $16,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-42,494$-104,873▼ $62,379
Total Net Assets Fund Balance$-42,494$-104,873▼ $62,379
Total Liabilities and Net Assets / Fund Balance$1,823,638$1,777,484▼ $46,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,551,981$566,286$2,118,267
Other Land Buildings$27,929$23,645$51,574
Equipment$47$172$219
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Celia KendallCEO$100,595$100,595

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
$157,441
Program Service Revenue
$53,819
Investment Income
$1,129
Other Revenue
$3,169
Change in Net Assets
$-62,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$215,558
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$215,558
Total Revenue per Form 990
$215,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,937
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$67,443--$67,443
Occupancy$38,028--$38,028
Office Expenses$34,815--$34,815
Fees for Services Management-$10,591-$10,591
Insurance$6,562--$6,562
Conferences and Meetings-$913-$913
Fees for Services Legal$720--$720
Other Expenses$114$9,840-$114
Advertising$28--$28
Total Functional Expenses$256,593$21,344$0$277,937

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,937
Total Expenses per Audited Statements$277,937
Total Expenses per Form 990$277,937
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$19,715
Security Deposits$5,751
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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.”

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
David Phillips
Title
Accounting Manager
Phone
6144524184
Signed
2020-11-09
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 SUITE 210, COLUMBUS, OH 43219
Preparer
Todd Fentress CPA
Phone
6145281441
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

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, 2019 and 2018.”

Raw XML AppendixShowing 400 of 652 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030601
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046049
IRS990/AccountsReceivableGrp/BOYAmt02633
IRS990/AccountsReceivableGrp/EOYAmt0457
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE, ACCESSIBLE HOUSING TO THE ELDERLY AND HANDICAPPED PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt028
IRS990/AdvertisingGrp/TotalAmt028
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEACON 360 MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum06144524184
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03409 E BROAD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043213
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt07392
IRS990/CashNonInterestBearingGrp/EOYAmt07928
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0913
IRS990/ConferencesMeetingsGrp/TotalAmt0913
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0157441
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01129
IRS990/CYOtherExpensesAmt0277937
IRS990/CYOtherRevenueAmt03169
IRS990/CYProgramServiceRevenueAmt053819
IRS990/CYRevenuesLessExpensesAmt0-62379
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0277937
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0215558
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt059
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt067443
IRS990/DepreciationDepletionGrp/TotalAmt067443
IRS990/Desc0PROVIDES HOUSING FOR ELDERLY AND LOWINCOME INDIVIDUALS WITH MOBILITY DISABILITIES. OPERATES AN 18 UNIT APARTMENT COMPLEX UNDER SEC 202 OF THE NATIONAL AFFORDABLE HOUSING ACT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0256593
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0720
IRS990/FeesForServicesLegalGrp/TotalAmt0720
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010591
IRS990/FeesForServicesManagementGrp/TotalAmt010591
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt96600
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm1FRED BOOKER
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWINA MCINTYRE
IRS990/Form990PartVIISectionAGrp/PersonNm3STAN E FORD
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL A NOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm5JAY FINKLEA
IRS990/Form990PartVIISectionAGrp/PersonNm6RAY A JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7CASSANDRA L HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm8LUEVOKA POWE
IRS990/Form990PartVIISectionAGrp/PersonNm9CELIA KENDALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt993995
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8RECORDER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0157441
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0215558
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt06562
IRS990/InsuranceGrp/TotalAmt06562
IRS990/InvestmentIncomeGrp/ExclusionAmt01129
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01129
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0590103
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01640400
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01579957
IRS990/LandBldgEquipCostOrOtherBssAmt02170060
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-42494
IRS990/NetAssetsOrFundBalancesEOYAmt0-104873
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-42494
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-104873
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt038028
IRS990/OccupancyGrp/TotalAmt038028
IRS990/OfficeExpensesGrp/ProgramServicesAmt034815
IRS990/OfficeExpensesGrp/TotalAmt034815
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060293
IRS990/OtherAssetsTotalGrp/EOYAmt060932
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09840
IRS990/OtherExpensesGrp/ProgramServicesAmt061727
IRS990/OtherExpensesGrp/ProgramServicesAmt147156
IRS990/OtherExpensesGrp/ProgramServicesAmt2114
IRS990/OtherExpensesGrp/TotalAmt061727
IRS990/OtherExpensesGrp/TotalAmt147156
IRS990/OtherExpensesGrp/TotalAmt29840
IRS990/OtherExpensesGrp/TotalAmt3114
IRS990/OtherLiabilitiesGrp/BOYAmt024630
IRS990/OtherLiabilitiesGrp/EOYAmt025466
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/BusinessCd2531110
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2LAUNDRY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01620
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1909
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2640
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1909
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2640
IRS990/OtherRevenueTotalAmt03169
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02122
IRS990/PrincipalOfficerNm0CELIA KENDALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053819
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153696
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0487
IRS990/PYOtherExpensesAmt0261931
IRS990/PYOtherRevenueAmt013316
IRS990/PYProgramServiceRevenueAmt062971
IRS990/PYRevenuesLessExpensesAmt0-31461
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0261931
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0230470
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-62379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056988
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110921
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126088
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0157441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0153696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0154687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0153611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0619435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0487
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0479
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0186
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0214039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0464945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02602
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93670
IRS990ScheduleA/PublicSupportPY509Pct00.83260
IRS990ScheduleA/PublicSupportTotal509Amt01018150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt066230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt066230
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt066230
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt066230
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0214429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0229983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0216273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0209656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0214039
IRS990ScheduleA/Total509Grp/TotalAmt01084380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0215558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0230470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0216752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0209977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0214225
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01086982
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01551981
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0566286
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02118267
IRS990ScheduleD/EquipmentGrp/BookValueAmt047
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0219
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0277937
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027929
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023645
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESIDUAL RECEIPT LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0215558
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, 2019 AND 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01579957
IRS990ScheduleD/TotalExpensesPerForm990Amt0277937
IRS990ScheduleD/TotalLiabilityAmt025466
IRS990ScheduleD/TotalRevenuePerForm990Amt0215558
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0215558
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0277937
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.
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/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,777,484
Liabilities
$1,882,357
Net assets
-$104,873
Revenue
$215,558
Expenses
$277,937
Net income
-$62,379
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