Civic Intelligence

Umphress Terrace

990 • Fiscal year 2023 • EIN 20-4572509

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 13, 2024

Organization ProfileUMPHRESSTERRACE.ORG
4847 West Lawther Drive 100Dallas, TX 75214

(214) 391-9000

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.48x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$344,422

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 78.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-5.7%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$3,102,446

Down $475,272 (-13%) from 2022

Net Assets

Down

$2,892,685

Down $242,973 (-7.7%) from 2022

Liabilities

Down

$209,761

Down $232,299 (-53%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin6th percentile

Revenue

Down

$437,352

Down $26,462 (-5.7%) from 2022

Expenses

Up

$680,325

Up $46,711 (+7.4%) from 2022

Net Income

Down

-$242,973

Down $73,173 (-43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2023

Assets$3,102,446
Liabilities$209,761
Net Assets$2,892,685
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$437,352
Expenses$680,325
Net Income-$242,973
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 13, 2024
Return Version
2022v5.0
Gross Receipts
$437,352
Mission and Program Overview

Mission

To provide affordable housing to low-income seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,307,864$2,895,508▼ $412,356
Savings and Temporary Cash Investments$223,720$175,673▼ $48,047
Prepaid Expenses and Deferred Charges$16,588$11,984▼ $4,604
Cash and Non-Interest-Bearing Accounts$13,063$7,572▼ $5,491
Accounts Receivable$1,274--
Total Assets$3,577,718$3,102,446▼ $475,272
Other Assets Total$15,209$11,709▼ $3,500
Liabilities
Other Liabilities$15,155$201,107▲ $185,952
Accounts Payable and Accrued Expenses$426,905$8,654▼ $418,251
Total Liabilities$442,060$209,761▼ $232,299
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,135,658$2,892,685▼ $242,973
Total Net Assets Fund Balance$3,135,658$2,892,685▼ $242,973
Total Liabilities and Net Assets / Fund Balance$3,577,718$3,102,446▼ $475,272

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,857,379$2,453,174$5,310,553
Other Land Buildings$0$37,740$37,740
Land$30,000-$30,000
Equipment$8,129$14,880$23,009
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Erma SarachoChair
Russel CrewsPresident/CEO
Stacy HittVice President
Korrine HearnDirector
Rev Rick HawkinsDirector
Richard StanfordDirector
Tamika PerryDirector
Kent ShieldsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$435,925
Investment Income
$1,427
Other Revenue
$0
Change in Net Assets
$-242,973

Audited Revenue Reconciliation

Revenue per Audited Statements
$437,352
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$437,352
Total Revenue per Form 990
$437,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$556,313
Salaries, Compensation, and Employee Benefits$124,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$192,360--$192,360
Other Salaries and Wages$98,332--$98,332
Occupancy$50,801--$50,801
Fees for Services Accounting$28,858--$28,858
Insurance$27,040--$27,040
Fees for Services Management-$22,032-$22,032
Other Employee Benefits$18,327--$18,327
Office Expenses$10,387--$10,387
Payroll Taxes$6,953--$6,953
Information Technology$4,614--$4,614
Other Expenses$1,378--$1,378
Advertising$929--$929
Pension Plan Contributions$400--$400
Total Functional Expenses$658,293$22,032$0$680,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$680,325
Total Expenses per Audited Statements$680,325
Total Expenses per Form 990$680,325
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
Due to Affiliate$185,710
Tenant Security Deposits$15,397
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 100, DALLAS, TX 75214

Signing Officer

Name
Russell Crews
Title
President/CEO
Phone
2148278080
Signed
2024-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Crews
Formed
2006
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
6
Employees
5
Volunteers
20

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Rahim Habib
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 529 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/PYRevenuesLessExpensesAmt0-169800
IRS990/PYSalariesCompEmpBnftPaidAmt0140057
IRS990/PYTotalExpensesAmt0633614
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0463814
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-242973
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0435925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0223720
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175673
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061708
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0878
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0435925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0402093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0429989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0411225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0390956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02070188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02861
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/OtherIncome509Grp/TotalAmt024
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59270
IRS990ScheduleA/PublicSupportPY509Pct00.61040
IRS990ScheduleA/PublicSupportTotal509Amt01265350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0188019
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0223782
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0174117
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0150452
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0130176
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0866546
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0188019
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0223782
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0174117
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0150452
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0130176
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0866546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0435925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0463752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0429989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0411225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0391005
IRS990ScheduleA/Total509Grp/TotalAmt02131896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0437352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0463814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0430022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0411701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0391892
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02134781
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02857379
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02453174
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05310553
IRS990ScheduleD/EquipmentGrp/BookValueAmt08129
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023009
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0680325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037740
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1185710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0437352
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/TotalBookValueLandBuildingsAmt02895508
IRS990ScheduleD/TotalExpensesPerForm990Amt0680325
IRS990ScheduleD/TotalLiabilityAmt0201107
IRS990ScheduleD/TotalRevenuePerForm990Amt0437352
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0437352
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0680325
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0344422
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1155904
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSSEL CREWS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STACY HITT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0344422
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1155904
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,102,446
Liabilities
$209,761
Net assets
$2,892,685
Revenue
$437,352
Expenses
$680,325
Net income
-$242,973
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