Civic Intelligence

South Jefferson Housing Development Fund Co Inc.

990 • Fiscal year 2020 • EIN 22-2365335

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 23, 2020

Organization ProfileN/A
87 E Church StreetAdams, NY 13605

(315) 232-2622

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.93x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

3.80x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Net Margin

53rd percentile

-2.7%

Higher net margin than 53% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-2.9%

Faster asset growth than 36% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

0.6%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$2,133,677

Down $63,013 (-2.9%) from 2019

Net Assets

Down

$140,750

Down $14,260 (-9.2%) from 2019

Liabilities

Down

$1,992,927

Down $48,753 (-2.4%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Up

$524,792

Up $3,001 (+0.6%) from 2019

Expenses

Up

$539,052

Up $36,130 (+7.2%) from 2019

Net Income

Down

-$14,260

Down $33,129 (-176%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,435,913Liabilities 2011: $2,314,835Net Assets 2011: $121,0782011Assets 2012: $2,425,855Liabilities 2012: $2,267,465Net Assets 2012: $158,3902012Assets 2013: $2,316,404Liabilities 2013: $2,239,896Net Assets 2013: $76,5082013Assets 2014: $2,297,769Liabilities 2014: $2,214,958Net Assets 2014: $82,8112014Assets 2015: $2,282,325Liabilities 2015: $2,178,948Net Assets 2015: $103,3772015Assets 2016: $2,246,422Liabilities 2016: $2,145,142Net Assets 2016: $101,2802016Assets 2017: $2,230,994Liabilities 2017: $2,114,427Net Assets 2017: $116,5672017Assets 2018: $2,218,322Liabilities 2018: $2,082,181Net Assets 2018: $136,1412018Assets 2019: $2,196,690Liabilities 2019: $2,041,680Net Assets 2019: $155,0102019Assets 2020: $2,133,677Liabilities 2020: $1,992,927Net Assets 2020: $140,7502020Assets 2021: $2,086,870Liabilities 2021: $1,947,971Net Assets 2021: $138,8992021Assets 2022: $2,046,670Liabilities 2022: $1,907,592Net Assets 2022: $139,0782022Assets 2023: $2,030,415Liabilities 2023: $1,861,955Net Assets 2023: $168,4602023Assets 2024: $2,066,043Liabilities 2024: $1,813,859Net Assets 2024: $252,1842024Assets 2025: $2,023,779Liabilities 2025: $1,752,492Net Assets 2025: $271,2872025

Highlighted filing

2020

Assets$2,133,677
Liabilities$1,992,927
Net Assets$140,750
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $442,1722011Expenses 2012: $457,7512012Expenses 2013: $581,5352013Revenue 2014: $501,095Expenses 2014: $494,792Net Income 2014: $6,3032014Revenue 2015: $500,028Expenses 2015: $479,462Net Income 2015: $20,5662015Revenue 2016: $473,509Expenses 2016: $475,606Net Income 2016: -$2,0972016Revenue 2017: $526,519Expenses 2017: $511,232Net Income 2017: $15,2872017Revenue 2018: $521,077Expenses 2018: $501,503Net Income 2018: $19,5742018Revenue 2019: $521,791Expenses 2019: $502,922Net Income 2019: $18,8692019Revenue 2020: $524,792Expenses 2020: $539,052Net Income 2020: -$14,2602020Revenue 2021: $509,419Expenses 2021: $511,270Net Income 2021: -$1,8512021Revenue 2022: $523,458Expenses 2022: $523,279Net Income 2022: $1792022Revenue 2023: $566,667Expenses 2023: $537,285Net Income 2023: $29,3822023Revenue 2024: $598,467Expenses 2024: $514,743Net Income 2024: $83,7242024Revenue 2025: $611,782Expenses 2025: $592,679Net Income 2025: $19,1032025

Highlighted filing

2020

Revenue$524,792
Expenses$539,052
Net Income-$14,260
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 23, 2020
Return Version
2019v5.0
Gross Receipts
$524,792
Mission and Program Overview

Mission

To provide low income housing to elderly and mobility impaired.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,352,766$1,287,510▼ $65,256
Savings and Temporary Cash Investments$709,611$717,050▲ $7,439
Intangible Assets$116,782$112,481▼ $4,301
Cash and Non-Interest-Bearing Accounts$6,005$9,665▲ $3,660
Prepaid Expenses and Deferred Charges$5,205$5,308▲ $103
Accounts Receivable$6,321$1,663▼ $4,658
Total Assets$2,196,690$2,133,677▼ $63,013
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,006,329$1,965,795▼ $40,534
Other Liabilities$15,598$14,905▼ $693
Accounts Payable and Accrued Expenses$19,753$12,227▼ $7,526
Total Liabilities$2,041,680$1,992,927▼ $48,753
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$155,010$140,750▼ $14,260
Total Net Assets Fund Balance$155,010$140,750▼ $14,260
Total Liabilities and Net Assets / Fund Balance$2,196,690$2,133,677▼ $63,013

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,029,575$1,965,528$2,995,103
Other Land Buildings$222,403$304,943$527,346
Equipment$4,908$154,880$159,788
Land$30,624-$30,624
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Linda WhitneyPresident
John WhitneyBoard Member
Marilyn HenryBoard Member
Megan WhitneySecretary
Julie McdougalVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$520,303
Investment Income
$1,568
Other Revenue
$2,921
Change in Net Assets
$-14,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$524,792
Total Revenue per Audited Statements
$524,792
Total Revenue per Form 990
$524,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$392,775
Salaries, Compensation, and Employee Benefits$146,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,865$110,850-$131,715
Depreciation Depletion$123,031--$123,031
Occupancy$106,647--$106,647
Fees for Services Management-$37,014-$37,014
Insurance$33,828--$33,828
Office Expenses-$12,564-$12,564
All Other Expenses$10,039$654-$10,693
Payroll Taxes$10,572--$10,572
Fees for Services Accounting-$10,235-$10,235
Other Expenses$11,929$5,493-$5,493
Other Employee Benefits$3,990--$3,990
Advertising-$1,659-$1,659
Conferences and Meetings-$161-$161
Total Functional Expenses$360,422$178,630$0$539,052

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$539,052
Total Expenses per Audited Statements$539,052
Total Expenses per Form 990$539,052
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
Tenant Security Deposits Held$14,905
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, Page 6, Part VI, Line 2

“Linda whitney megan whitney president secretary mother - daughter”

Form 990, Page 6, Part VI, Line 3

“The organization delegated control over management duties to christopher community under the direct supervision of the board of directors. This includes bookkeeping, property management and personnel related functions.”

Form 990, Page 6, Part VI, Line 11B

“The vp of finance for the managing agent receives the 990 from the auditor and reviews the form. The 990 is reviewed by the cpa with the board of directors as part of the annual audit meeting prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The managing agent reviews the conflict of interest statements signed by the board members annually for each property. If a conflict arises, the managing agent monitors the transaction to ensure it is conducted at arms length. The managing agent discourages this type of relationship and recommends an alternative situation if at all possible.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and forms 990 are available upon request through the managing agent.”

Filing and Contact Details

Filer

Filer Name
South Jeff Hsg Dev Fundcoinc
EIN
22-2365335
Phone
3152322622
Address
87 E CHURCH STREET, ADAMS, NY 13605

Signing Officer

Name
Linda Whitney
Title
President
Phone
3152322622
Signed
2020-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Whitney
Formed
1994
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Firm
Stackel & Navarra CPA Pc
Address
216 WASHINGTON ST STE 402, WATERTOWN, NY 13601-3336
Preparer
Robert F Stackel
Phone
3157821220
Raw XML Appendix390 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019753
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012227
IRS990/AccountsReceivableGrp/BOYAmt06321
IRS990/AccountsReceivableGrp/EOYAmt01663
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND MOBILITY IMPAIRED.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01659
IRS990/AdvertisingGrp/TotalAmt01659
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0654
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010039
IRS990/AllOtherExpensesGrp/TotalAmt010693
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTOPHER COMMUNITY
IRS990/BooksInCareOfDetail/PhoneNum03154241822
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0990 JAMES STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013204
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt06005
IRS990/CashNonInterestBearingGrp/EOYAmt09665
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0161
IRS990/ConferencesMeetingsGrp/TotalAmt0161
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01568
IRS990/CYOtherExpensesAmt0392775
IRS990/CYOtherRevenueAmt02921
IRS990/CYProgramServiceRevenueAmt0520303
IRS990/CYRevenuesLessExpensesAmt0-14260
IRS990/CYSalariesCompEmpBnftPaidAmt0146277
IRS990/CYTotalExpensesAmt0539052
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0524792
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0123031
IRS990/DepreciationDepletionGrp/TotalAmt0123031
IRS990/Desc0HUD SUBSIDIZED RENTAL HOUSING FOR ELDERLY AND MOBILITY IMPAIRED INDIVIDUALS WITH LOW INCOME.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0360422
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010235
IRS990/FeesForServicesAccountingGrp/TotalAmt010235
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt037014
IRS990/FeesForServicesManagementGrp/TotalAmt037014
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MARILYN HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm1JULIE MCDOUGAL
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN WHITNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA WHITNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4MEGAN WHITNEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0524792
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt033828
IRS990/InsuranceGrp/TotalAmt033828
IRS990/IntangibleAssetsGrp/BOYAmt0116782
IRS990/IntangibleAssetsGrp/EOYAmt0112481
IRS990/InvestmentIncomeGrp/ExclusionAmt01568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01568
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02425351
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01352766
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01287510
IRS990/LandBldgEquipCostOrOtherBssAmt03712861
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND MOBILITY IMPAIRED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02006329
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01965795
IRS990/NetAssetsOrFundBalancesBOYAmt0155010
IRS990/NetAssetsOrFundBalancesEOYAmt0140750
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0155010
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0140750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0106647
IRS990/OccupancyGrp/TotalAmt0106647
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012564
IRS990/OfficeExpensesGrp/TotalAmt012564
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03990
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03990
IRS990/OtherExpensesGrp/Desc0RECAP. OF RESID. REC.
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISC. ADMIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05493
IRS990/OtherExpensesGrp/ProgramServicesAmt027025
IRS990/OtherExpensesGrp/ProgramServicesAmt112496
IRS990/OtherExpensesGrp/ProgramServicesAmt211929
IRS990/OtherExpensesGrp/TotalAmt027025
IRS990/OtherExpensesGrp/TotalAmt112496
IRS990/OtherExpensesGrp/TotalAmt211929
IRS990/OtherExpensesGrp/TotalAmt35493
IRS990/OtherLiabilitiesGrp/BOYAmt015598
IRS990/OtherLiabilitiesGrp/EOYAmt014905
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02767
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1125
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt229
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02767
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt229
IRS990/OtherRevenueTotalAmt02921
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110850
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020865
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131715
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt010572
IRS990/PayrollTaxesGrp/TotalAmt010572
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05205
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05308
IRS990/PrincipalOfficerNm0LINDA WHITNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME-GROSS POTENTIAL
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL CLAIMS
IRS990/ProgramServiceRevenueGrp/Desc2RENT CONCESSIONS
IRS990/ProgramServiceRevenueGrp/Desc3VACANCY LOSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0546600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112286
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2-7
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-38576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0546600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-7
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-38576
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02632
IRS990/PYOtherExpensesAmt0355423
IRS990/PYOtherRevenueAmt03135
IRS990/PYProgramServiceRevenueAmt0516024
IRS990/PYRevenuesLessExpensesAmt018869
IRS990/PYSalariesCompEmpBnftPaidAmt0147499
IRS990/PYTotalExpensesAmt0502922
IRS990/PYTotalRevenueAmt0521791
IRS990/ReconcilationRevenueExpnssAmt0-14260
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0523224
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0709611
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0717050
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY & VENDING 13,626 TENANT CHARGES 711 MISCELLANEOUS 1,672
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0363153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0357193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0365496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0366815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0347936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01800593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01256
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09007
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01042383
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02921
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03337
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03409
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03207
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016009
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98630
IRS990ScheduleA/PublicSupportPY170Pct00.98560
IRS990ScheduleA/PublicSupportTotal170Amt01800593
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0363153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0357193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0365496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0366815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0347936
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01800593
IRS990ScheduleA/TotalSupportAmt01825609
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01029575
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01965528
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02995103
IRS990ScheduleD/EquipmentGrp/BookValueAmt04908
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0154880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0159788
IRS990ScheduleD/ExpensesSubtotalAmt0539052
IRS990ScheduleD/LandGrp/BookValueAmt030624
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030624
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0222403
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0304943
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0527346
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS HELD
IRS990ScheduleD/RevenueSubtotalAmt0524792
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01287510
IRS990ScheduleD/TotalExpensesPerForm990Amt0539052
IRS990ScheduleD/TotalLiabilityAmt014905
IRS990ScheduleD/TotalRevenuePerForm990Amt0524792
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0524792
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0539052
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINDA WHITNEY MEGAN WHITNEY PRESIDENT SECRETARY MOTHER - DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO CHRISTOPHER COMMUNITY UNDER THE DIRECT SUPERVISION OF THE BOARD OF DIRECTORS. THIS INCLUDES BOOKKEEPING, PROPERTY MANAGEMENT AND PERSONNEL RELATED FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VP OF FINANCE FOR THE MANAGING AGENT RECEIVES THE 990 FROM THE AUDITOR AND REVIEWS THE FORM. THE 990 IS REVIEWED BY THE CPA WITH THE BOARD OF DIRECTORS AS PART OF THE ANNUAL AUDIT MEETING PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MANAGING AGENT REVIEWS THE CONFLICT OF INTEREST STATEMENTS SIGNED BY THE BOARD MEMBERS ANNUALLY FOR EACH PROPERTY. IF A CONFLICT ARISES, THE MANAGING AGENT MONITORS THE TRANSACTION TO ENSURE IT IS CONDUCTED AT ARMS LENGTH. THE MANAGING AGENT DISCOURAGES THIS TYPE OF RELATIONSHIP AND RECOMMENDS AN ALTERNATIVE SITUATION IF AT ALL POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FORMS 990 ARE AVAILABLE UPON REQUEST THROUGH THE MANAGING AGENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02196690
IRS990/TotalAssetsEOYAmt02133677
IRS990/TotalAssetsGrp/BOYAmt02196690
IRS990/TotalAssetsGrp/EOYAmt02133677
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0178630
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360422
IRS990/TotalFunctionalExpensesGrp/TotalAmt0539052
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02041680
IRS990/TotalLiabilitiesEOYAmt01992927
IRS990/TotalLiabilitiesGrp/BOYAmt02041680
IRS990/TotalLiabilitiesGrp/EOYAmt01992927
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140750
IRS990/TotalProgramServiceExpensesAmt0360422
IRS990/TotalProgramServiceRevenueAmt0520303
IRS990/TotalRevenueGrp/ExclusionAmt01568
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0523224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0524792
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02196690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02133677
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt087 E CHURCH ST
IRS990/USAddress/CityNm0ADAMS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013605
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03152322622
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH JEFF HSG DEV FUNDCOINC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0222365335
ReturnHeader/Filer/PhoneNum03152322622
ReturnHeader/Filer/USAddress/AddressLine1Txt087 E CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013605
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D34DE6F96FEF8B3F46674B1D771F464A7AA7D068
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D34DE6F96FEF8B3F46674B1D771F464A7AA7D068
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.19.66.110
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:15:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161215909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACKEL & NAVARRA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 WASHINGTON ST STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0136013336
ReturnHeader/PreparerPersonGrp/PhoneNum03157821220
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F STACKEL
ReturnHeader/ReturnTs02020-11-10T09:15:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,133,677
Liabilities
$1,992,927
Net assets
$140,750
Revenue
$524,792
Expenses
$539,052
Net income
-$14,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$1.75$0.27$0.61$0.59$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.07$1.81$0.25$0.60$0.51$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.03$1.86$0.17$0.57$0.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.05$1.91$0.14$0.52$0.52$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.09$1.95$0.14$0.51$0.51$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.13$1.99$0.14$0.52$0.54$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.20$2.04$0.16$0.52$0.50$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.22$2.08$0.14$0.52$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.23$2.11$0.12$0.53$0.51$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.25$2.15$0.10$0.47$0.48$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.28$2.18$0.10$0.50$0.48$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.30$2.21$0.08$0.50$0.49$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$2.24$0.08$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$2.27$0.16$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.31$0.12$0.44