Civic Intelligence

National Housing and Educational Trust

990 • Fiscal year 2014 • EIN 20-4880415

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 20, 2015

Organization ProfileN/A
2811 Wilshire Boulevard No 420Santa Monica, CA 90403

(310) 828-5100

Siviq Scores

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

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

39.78x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

2nd percentile

-136%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$42,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 74.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$2,322,576

Up $171,392 (+8.0%) from 2013

Net Assets

Down

$78,794

Down $76,498 (-49%) from 2013

Liabilities

Up

$2,243,782

Up $247,890 (+12%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$56,398

Down $85,509 (-60%) from 2013

Expenses

Up

$132,896

Up $72,589 (+120%) from 2013

Net Income

Down

-$76,498

Down $158,098 (-194%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,316,284Liabilities 2011: $2,215,627Net Assets 2011: $100,6572011Assets 2012: $2,253,762Liabilities 2012: $2,180,070Net Assets 2012: $73,6922012Assets 2013: $2,151,184Liabilities 2013: $1,995,892Net Assets 2013: $155,2922013Assets 2014: $2,322,576Liabilities 2014: $2,243,782Net Assets 2014: $78,7942014Assets 2015: $2,541,137Liabilities 2015: $1,630,073Net Assets 2015: $911,0642015Assets 2016: $2,099,020Liabilities 2016: $1,058,121Net Assets 2016: $1,040,8992016Assets 2017: $1,940,474Liabilities 2017: $1,134,375Net Assets 2017: $806,0992017Assets 2018: $1,677,003Liabilities 2018: $808,878Net Assets 2018: $868,1252018Assets 2019: $2,817,467Liabilities 2019: $1,527,036Net Assets 2019: $1,290,4312019Assets 2020: $2,772,511Liabilities 2020: $1,444,278Net Assets 2020: $1,328,2332020Assets 2021: $2,943,865Liabilities 2021: $1,691,037Net Assets 2021: $1,252,8282021Assets 2022: $2,943,233Liabilities 2022: $960,086Net Assets 2022: $1,983,1472022Assets 2023: $2,889,249Liabilities 2023: $1,500,318Net Assets 2023: $1,388,9312023Assets 2024: $2,268,244Liabilities 2024: $973,471Net Assets 2024: $1,294,7732024

Highlighted filing

2014

Assets$2,322,576
Liabilities$2,243,782
Net Assets$78,794
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $0Expenses 2011: $121,506Net Income 2011: -$121,5062011Revenue 2012: $36,715Expenses 2012: $63,680Net Income 2012: -$26,9652012Revenue 2013: $141,907Expenses 2013: $60,307Net Income 2013: $81,6002013Revenue 2014: $56,398Expenses 2014: $132,896Net Income 2014: -$76,4982014Revenue 2015: $936,909Expenses 2015: $104,639Net Income 2015: $832,2702015Revenue 2016: $206,529Expenses 2016: $76,694Net Income 2016: $129,8352016Revenue 2017: $0Expenses 2017: $234,800Net Income 2017: -$234,8002017Revenue 2018: $131,316Expenses 2018: $69,290Net Income 2018: $62,0262018Revenue 2019: $499,031Expenses 2019: $76,725Net Income 2019: $422,3062019Revenue 2020: $65,981Expenses 2020: $28,179Net Income 2020: $37,8022020Revenue 2021: $2,822Expenses 2021: $78,227Net Income 2021: -$75,4052021Revenue 2022: $746,848Expenses 2022: $16,529Net Income 2022: $730,3192022Revenue 2023: -$161,618Expenses 2023: $432,598Net Income 2023: -$594,2162023Revenue 2024: -$73,622Expenses 2024: $20,536Net Income 2024: -$94,1582024

Highlighted filing

2014

Revenue$56,398
Expenses$132,896
Net Income-$76,498
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$56,398
Mission and Program Overview

Mission

Activities related to housing facilities for low-income and elderlypersons within the united states

Activities in connection with housing facilities for low income and elderly persons within the united states and related educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,894$50,154▲ $35,260
Total Assets$2,151,184$2,322,576▲ $171,392
Other Assets Total$2,136,290$2,272,422▲ $136,132
Liabilities
Other Liabilities$1,995,892$2,243,782▲ $247,890
Total Liabilities$1,995,892$2,243,782▲ $247,890
Net Assets / Fund Balance
Unrestricted Net Assets$155,292$78,794▼ $76,498
Total Net Assets Fund Balance$155,292$78,794▼ $76,498
Total Liabilities and Net Assets / Fund Balance$2,151,184$2,322,576▲ $171,392

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$13,050--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barton L SchumanPresident & DirectorPT$42,000$42,000

Board Members and Trustees

NameTitle
Roger C HartmanVice President & Director
Michael B ShermanTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$6,398
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-76,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,896
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
Fees for Services Management$42,000--$42,000
Fees for Services Legal$33,351--$33,351
Fees for Services Accounting-$1,300-$1,300
Other Expenses$55,899$141-$141
Total Functional Expenses$131,250$1,646$0$132,896
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
Payable to Partnerships$2,200,782
Due to Affiliates$43,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Review of form 990 prior to filing”

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

“Consistent monitoring and enforcement”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
National Housing and Educational Trust
EIN
20-4880415
Phone
3108285100
Address
2811 WILSHIRE BOULEVARD NO 420, SANTA MONICA, CA 90403

Signing Officer

Name
Barton L Schuman
Title
President
Phone
3108285100
Signed
2015-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barton L Schuman
Formed
2006
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bay Sherman & Craig Llp
Address
11845 W OLYMPIC BLVD 845, LOS ANGELES, CA 90064
Preparer
Michael B Sherman CPA
Phone
3104771400
Raw XML Appendix304 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03104771400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B SHERMAN CPA
ReturnHeader/ReturnTs02015-07-24T08:06:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,322,576
Liabilities
$2,243,782
Net assets
$78,794
Revenue
$56,398
Expenses
$132,896
Net income
-$76,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.97$1.29$0.07$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.89$1.50$1.39$0.16$0.43$0.59
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.96$1.98$0.75$0.02$0.73
2021Detailed filing. Detailed filing data is available for this year.$2.94$1.69$1.25$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.77$1.44$1.33$0.07$0.03$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.82$1.53$1.29$0.50$0.08$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.81$0.87$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.94$1.13$0.81$0.00$0.23$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.10$1.06$1.04$0.21$0.08$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.54$1.63$0.91$0.94$0.10$0.83
2014Detailed filing. Detailed filing data is available for this year.$2.32$2.24$0.08$0.06$0.13$0.08
2013Summary only. Only limited summary data is available for this year.$2.15$2.00$0.16$0.14$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$2.25$2.18$0.07$0.04$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$2.32$2.22$0.10$0.00$0.12$0.12