Civic Intelligence

Umphress Terrace

990 • Fiscal year 2021 • EIN 20-4572509

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 10, 2022

Organization ProfileUMPHRESSTERRACE.ORG
4847 West Lawther Drive No 100Dallas, TX 75214

(214) 391-9000

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.36x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-60%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$257,945

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 60.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.1%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

4.5%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,459,996

Down $148,291 (-4.1%) from 2020

Net Assets

Down

$3,305,458

Down $259,650 (-7.3%) from 2020

Liabilities

Up

$154,538

Up $111,359 (+258%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin4th percentile

Revenue

Up

$430,022

Up $18,321 (+4.5%) from 2020

Expenses

Up

$689,672

Up $159,013 (+30%) from 2020

Net Income

Down

-$259,650

Down $140,692 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,953,920Liabilities 2010: $128,268Net Assets 2010: $4,825,6522010Assets 2011: $4,850,049Liabilities 2011: $160,738Net Assets 2011: $4,689,3112011Assets 2012: $4,709,934Liabilities 2012: $204,158Net Assets 2012: $4,505,7762012Assets 2013: $4,447,251Liabilities 2013: $92,188Net Assets 2013: $4,355,0632013Assets 2014: $4,273,040Liabilities 2014: $68,995Net Assets 2014: $4,204,0452014Assets 2015: $4,117,535Liabilities 2015: $47,816Net Assets 2015: $4,069,7192015Assets 2016: $4,034,690Liabilities 2016: $68,581Net Assets 2016: $3,966,1092016Assets 2017: $3,963,353Liabilities 2017: $62,877Net Assets 2017: $3,900,4762017Assets 2018: $3,950,118Liabilities 2018: $140,166Net Assets 2018: $3,809,9522018Assets 2019: $3,711,478Liabilities 2019: $27,412Net Assets 2019: $3,684,0662019Assets 2020: $3,608,287Liabilities 2020: $43,179Net Assets 2020: $3,565,1082020Assets 2021: $3,459,996Liabilities 2021: $154,538Net Assets 2021: $3,305,4582021Assets 2022: $3,577,718Liabilities 2022: $442,060Net Assets 2022: $3,135,6582022Assets 2023: $3,102,446Liabilities 2023: $209,761Net Assets 2023: $2,892,6852023Assets 2024: $2,902,527Liabilities 2024: $122,458Net Assets 2024: $2,780,0692024Assets 2025: $2,996,487Liabilities 2025: $401,889Net Assets 2025: $2,594,5982025

Highlighted filing

2021

Assets$3,459,996
Liabilities$154,538
Net Assets$3,305,458
Open 2021 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $300,5052010Expenses 2011: $351,6202011Expenses 2012: $391,6052012Revenue 2013: $218,871Expenses 2013: $369,584Net Income 2013: -$150,7132013Revenue 2014: $230,989Expenses 2014: $454,237Net Income 2014: -$223,2482014Revenue 2015: $307,085Expenses 2015: $441,410Net Income 2015: -$134,3252015Revenue 2016: $349,338Expenses 2016: $452,948Net Income 2016: -$103,6102016Revenue 2017: $395,284Expenses 2017: $460,917Net Income 2017: -$65,6332017Revenue 2018: $386,204Expenses 2018: $476,728Net Income 2018: -$90,5242018Revenue 2019: $391,892Expenses 2019: $517,778Net Income 2019: -$125,8862019Revenue 2020: $411,701Expenses 2020: $530,659Net Income 2020: -$118,9582020Revenue 2021: $430,022Expenses 2021: $689,672Net Income 2021: -$259,6502021Revenue 2022: $463,814Expenses 2022: $633,614Net Income 2022: -$169,8002022Revenue 2023: $437,352Expenses 2023: $680,325Net Income 2023: -$242,9732023Revenue 2024: $487,430Expenses 2024: $600,046Net Income 2024: -$112,6162024Revenue 2025: $484,253Expenses 2025: $669,724Net Income 2025: -$185,4712025

Highlighted filing

2021

Revenue$430,022
Expenses$689,672
Net Income-$259,650
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 10, 2022
Return Version
2020v4.2
Gross Receipts
$430,022
Mission and Program Overview

Mission

To provide affordable housing to low-income seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,395,213$3,224,224▼ $170,989
Savings and Temporary Cash Investments$117,460$177,491▲ $60,031
Prepaid Expenses and Deferred Charges$20,670$21,368▲ $698
Cash and Non-Interest-Bearing Accounts$48,127$18,227▼ $29,900
Accounts Receivable$2,398$3,227▲ $829
Total Assets$3,608,287$3,459,996▼ $148,291
Other Assets Total$24,419$15,459▼ $8,960
Liabilities
Other Liabilities$31,952$127,184▲ $95,232
Accounts Payable and Accrued Expenses$11,227$27,354▲ $16,127
Total Liabilities$43,179$154,538▲ $111,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,565,108$3,305,458▼ $259,650
Total Net Assets Fund Balance$3,565,108$3,305,458▼ $259,650
Total Liabilities and Net Assets / Fund Balance$3,608,287$3,459,996▼ $148,291

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,174,192$2,075,703$5,249,895
Other Land Buildings$7,846$37,740$45,586
Land$30,000-$30,000
Equipment$12,186$10,823$23,009
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Erma SarachoChair
Russell CrewsPresident/CEO
Rev Rick HawkinsDirector
Richard StanfordDirector
Tamika PerryDirector
William CothrumDirector
Kent ShieldsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$429,989
Investment Income
$33
Other Revenue
$0
Change in Net Assets
$-259,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,022
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$430,022
Total Revenue per Form 990
$430,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$555,657
Salaries, Compensation, and Employee Benefits$134,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$188,700--$188,700
Other Salaries and Wages$100,436--$100,436
Insurance$67,158--$67,158
Occupancy$56,658--$56,658
Other Employee Benefits$25,940--$25,940
Fees for Services Accounting$22,115--$22,115
Fees for Services Management-$22,032-$22,032
Office Expenses$13,737--$13,737
Payroll Taxes$7,639--$7,639
Information Technology$5,879--$5,879
Other Expenses$1,653--$1,653
Total Functional Expenses$667,640$22,032$0$689,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$689,672
Total Expenses per Audited Statements$689,672
Total Expenses per Form 990$689,672
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
Intercompany - Due to Ccy$113,996
Tenant Security Deposits$13,188
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Umphress terrace's management company is c.c. Young memorial home, a related organization.”

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

“Umphress terrace's form 990 is reviewed by the board of directors and management before it is filed.”

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

“Umphress terrace regularly and consistently monitors and enforces compliance with the conflict of interest policy through annual disclosure documentation.”

Form 990, Part VI, Section B, Line 15

“Umphress terrace does not employ the ceo. The ceo is employed by umphress terrace's related management company, c.c. Young memorial home. C.c. Young memorial home's board of diretors reviews and approves the ceo's compensation.”

Form 990, Part VI, Section C, Line 19

“Umphress terrace makes its financial statements avilable to the public through the msrb filings.”

Filing and Contact Details

Filer

Filer Name
Umphress Terrace
EIN
20-4572509
Phone
2143919000
Address
4847 WEST LAWTHER DRIVE NO 100, DALLAS, TX 75214

Signing Officer

Name
Russell Crews
Title
President/CEO
Phone
2148278080
Signed
2022-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Crews
Formed
2006
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
3
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Michael Siegel
Phone
9723835700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit. This process is consistent with prior years.”

Financial Statement Notes

PART X, LINE 2:

“The project's tax filings are subject to review and examination by federal and state authorities. The project is not aware of any activities that would jeopardize its tax-exempt status. The project files all proper returns related to unrelated business income and properly discloses such activities.”

Raw XML AppendixShowing 400 of 502 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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0429989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0411225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0390956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0385239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0394425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02011834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01669
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0551
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64320
IRS990ScheduleA/PublicSupportPY509Pct00.67440
IRS990ScheduleA/PublicSupportTotal509Amt01296143
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0174117
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0150452
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0130176
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0131273
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0130722
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0716740
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0174117
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0150452
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0130176
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0131273
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0130722
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0716740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0429989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0411225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0391005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0385739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0394925
IRS990ScheduleA/Total509Grp/TotalAmt02012883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0430022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0411701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0391892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0386204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0395284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02015103
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03174192
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02075703
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05249895
IRS990ScheduleD/EquipmentGrp/BookValueAmt012186
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010823
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023009
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0689672
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07846
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037740
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0113996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY - DUE TO CCY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0430022
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE PROJECT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE PROJECT FILES ALL PROPER RETURNS RELATED TO UNRELATED BUSINESS INCOME AND PROPERLY DISCLOSES SUCH ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03224224
IRS990ScheduleD/TotalExpensesPerForm990Amt0689672
IRS990ScheduleD/TotalLiabilityAmt0127184
IRS990ScheduleD/TotalRevenuePerForm990Amt0430022
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0430022
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0689672
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0257945
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSSELL CREWS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0257945
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UMPHRESS TERRACE'S MANAGEMENT COMPANY IS C.C. YOUNG MEMORIAL HOME, A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UMPHRESS TERRACE'S FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND MANAGEMENT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UMPHRESS TERRACE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL DISCLOSURE DOCUMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UMPHRESS TERRACE DOES NOT EMPLOY THE CEO. THE CEO IS EMPLOYED BY UMPHRESS TERRACE'S RELATED MANAGEMENT COMPANY, C.C. YOUNG MEMORIAL HOME. C.C. YOUNG MEMORIAL HOME'S BOARD OF DIRETORS REVIEWS AND APPROVES THE CEO'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UMPHRESS TERRACE MAKES ITS FINANCIAL STATEMENTS AVILABLE TO THE PUBLIC THROUGH THE MSRB FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
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/DirectControllingEntityName/BusinessNameLine1Txt0CC YOUNG MEMORIAL HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CC YOUNG MEMORIAL HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FOUNDATION FOR BODY MIND AND SPIRIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0750800694
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1900587776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SENIOR LIVING FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO RAISE, ACCEPT, AND MANAGE FUNDS FOR C.C. YOUNG MEMORIAL HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04847 W LAWTHER DRIVE SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14847 W LAWTHER DRIVE SUITE 100

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,459,996
Liabilities
$154,538
Net assets
$3,305,458
Revenue
$430,022
Expenses
$689,672
Net income
-$259,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.00$0.40$2.59$0.48$0.67$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.12$2.78$0.49$0.60$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.21$2.89$0.44$0.68$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.44$3.14$0.46$0.63$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.15$3.31$0.43$0.69$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.04$3.57$0.41$0.53$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.03$3.68$0.39$0.52$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.95$0.14$3.81$0.39$0.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.06$3.90$0.40$0.46$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.07$3.97$0.35$0.45$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.12$0.05$4.07$0.31$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.07$4.20$0.23$0.45$0.22
2013Summary only. Only limited summary data is available for this year.$4.45$0.09$4.36$0.22$0.37$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.20$4.51$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.16$4.69$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$0.13$4.83$0.30
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