Civic Intelligence

Jefferson East Inc

EIN 22-2815099 • 501(c)3 • Norristown, PA

Profile

To provide rental housing for low income elderly in conjunction with the u.s. Department of housing and urban development.

1514 West Marshall StreetNorristown, PA 19403

christianconcernmgmt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.37x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

4.69x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

24th percentile

-5.1%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

4.2%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,416,790

Down $76,724 (-5.1%) from 2024

Liabilities

Down

$1,941,536

Down $17,811 (-0.9%) from 2024

Net Assets

Down

-$524,746

Down $58,913 (-13%) from 2024

Revenue

Up

$413,977

Up $16,635 (+4.2%) from 2024

Expenses

Up

$472,890

Up $13,345 (+2.9%) from 2024

Net Income

Up

-$58,913

Up $3,290 (+5.3%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $2,459,959Liabilities 2011: $2,567,954Net Assets 2011: -$107,9952011Assets 2012: $2,416,912Liabilities 2012: $2,549,725Net Assets 2012: -$132,8132012Assets 2013: $2,326,257Liabilities 2013: $2,520,706Net Assets 2013: -$194,4492013Assets 2014: $2,247,860Liabilities 2014: $2,496,962Net Assets 2014: -$249,1022014Assets 2015: $2,207,649Liabilities 2015: $2,472,406Net Assets 2015: -$264,7572015Assets 2016: $2,174,080Liabilities 2016: $2,417,317Net Assets 2016: -$243,2372016Assets 2017: $2,060,787Liabilities 2017: $2,390,173Net Assets 2017: -$329,3862017Assets 2018: $1,842,708Liabilities 2018: $2,199,844Net Assets 2018: -$357,1362018Assets 2019: $1,811,138Liabilities 2019: $2,164,106Net Assets 2019: -$352,9682019Assets 2020: $1,781,696Liabilities 2020: $2,131,013Net Assets 2020: -$349,3172020Assets 2021: $1,734,683Liabilities 2021: $2,093,640Net Assets 2021: -$358,9572021Assets 2022: $1,668,912Liabilities 2022: $2,035,929Net Assets 2022: -$367,0172022Assets 2023: $1,581,503Liabilities 2023: $1,985,133Net Assets 2023: -$403,6302023Assets 2024: $1,493,514Liabilities 2024: $1,959,347Net Assets 2024: -$465,8332024Assets 2025: $1,416,790Liabilities 2025: $1,941,536Net Assets 2025: -$524,7462025

Highlighted filing

2025

Assets$1,416,790
Liabilities$1,941,536
Net Assets-$524,746

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $390,868Expenses 2011: $440,617Net Income 2011: -$49,7492011Revenue 2012: $391,761Expenses 2012: $416,579Net Income 2012: -$24,8182012Expenses 2013: $413,2612013Revenue 2014: $384,802Expenses 2014: $439,455Net Income 2014: -$54,6532014Revenue 2015: $379,415Expenses 2015: $395,070Net Income 2015: -$15,6552015Revenue 2016: $403,723Expenses 2016: $382,203Net Income 2016: $21,5202016Revenue 2017: $330,944Expenses 2017: $417,093Net Income 2017: -$86,1492017Revenue 2018: $391,882Expenses 2018: $419,632Net Income 2018: -$27,7502018Revenue 2019: $407,690Expenses 2019: $403,522Net Income 2019: $4,1682019Revenue 2020: $419,550Expenses 2020: $415,899Net Income 2020: $3,6512020Revenue 2021: $390,361Expenses 2021: $400,001Net Income 2021: -$9,6402021Revenue 2022: $409,868Expenses 2022: $417,928Net Income 2022: -$8,0602022Revenue 2023: $404,252Expenses 2023: $440,865Net Income 2023: -$36,6132023Revenue 2024: $397,342Expenses 2024: $459,545Net Income 2024: -$62,2032024Revenue 2025: $413,977Expenses 2025: $472,890Net Income 2025: -$58,9132025

Highlighted filing

2025

Revenue$413,977
Expenses$472,890
Net Income-$58,913

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.94$0.52$0.41$0.47$0.06
2024Summary only. Only limited summary data is available for this year.$1.49$1.96$0.47$0.40$0.46$0.06
2023Summary only. Only limited summary data is available for this year.$1.58$1.99$0.40$0.40$0.44$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$2.04$0.37$0.41$0.42$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$2.09$0.36$0.39$0.40$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$2.13$0.35$0.42$0.42$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$2.16$0.35$0.41$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$2.20$0.36$0.39$0.42$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$2.39$0.33$0.33$0.42$0.09
2016Summary only. Only limited summary data is available for this year.$2.17$2.42$0.24$0.40$0.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.21$2.47$0.26$0.38$0.40$0.02
2014Summary only. Only limited summary data is available for this year.$2.25$2.50$0.25$0.38$0.44$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$2.52$0.19$0.41
2012Summary only. Only limited summary data is available for this year.$2.42$2.55$0.13$0.39$0.42$0.02
2011Summary only. Only limited summary data is available for this year.$2.46$2.57$0.11$0.39$0.44$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 21, 2025
Return Version
2024v5.0
Gross Receipts
$413,977
Mission and Program Overview

Mission

In conjunction with the u.s. Department of housing and urban development, the organization operates a 36-unit apartment project in west norrition, pennsylvania, for very low income elderly persons and people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,392,583$1,308,991▼ $83,592
Loans From Officers Directors$73,162$73,162→ $0
Accounts Receivable$5,191$16,550▲ $11,359
Prepaid Expenses and Deferred Charges$6,120$12,259▲ $6,139
Cash and Non-Interest-Bearing Accounts$10,304$6,194▼ $4,110
Total Assets$1,493,514$1,416,790▼ $76,724
Other Assets Total$79,316$72,796▼ $6,520
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,786,429$1,732,394▼ $54,035
Accounts Payable and Accrued Expenses$59,286$93,052▲ $33,766
Other Liabilities$40,470$40,331▼ $139
Unsecured Notes Loans Payable-$1,876-
Deferred Revenue-$721-
Total Liabilities$1,959,347$1,941,536▼ $17,811
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-465,833$-524,746▼ $58,913
Total Net Assets Fund Balance$-465,833$-524,746▼ $58,913
Total Liabilities and Net Assets / Fund Balance$1,493,514$1,416,790▼ $76,724

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$714,318$2,376,712$3,091,030
Land$561,989-$561,989
Other Land Buildings$32,684$58,312$90,996
Other Assets Org$943--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa WilsonPresident
Lynn MaileyDirector
Robyn BonoDirector
Pam BooraemTreasurer
Randy HoveVP / Secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$413,637
Investment Income
$340
Other Revenue
$0
Change in Net Assets
$-58,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$413,977
Total Revenue per Audited Statements
$413,977
Total Revenue per Form 990
$413,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$400,158
Salaries, Compensation, and Employee Benefits$72,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$102,105--$102,105
Interest$89,024--$89,024
Other Salaries and Wages$57,291--$57,291
Insurance$36,535--$36,535
Occupancy$35,291--$35,291
Fees for Services Management$25,017--$25,017
Fees for Services Accounting$18,500--$18,500
All Other Expenses$12,815--$12,815
Other Employee Benefits$9,239--$9,239
Other Expenses$7,666--$7,666
Fees for Services Legal$7,400--$7,400
Office Expenses$5,182--$5,182
Payroll Taxes$4,286--$4,286
Pension Plan Contributions$1,916--$1,916
Travel$665--$665
Conferences and Meetings$124--$124
Advertising$79--$79
Total Functional Expenses$472,890$0$0$472,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$472,890
Total Expenses per Audited Statements$472,890
Total Expenses per Form 990$472,890
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$73,162$73,162→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest-lt$28,986
Tenant Security Deposits$11,345
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
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 3

Day to day management of operations is performed by a management agent, christian concern management and development corporation (ccmd), a nonprofit organization under internal revenue code section 501(c)(3). Ccmd operates under a project owner's/management agent's certification agreement approved by the u.s. Department of housing and urban development.

Form 990, Page 6, Part VI, Line 8B

Committees make recommendations to the governing body, but do not have authority to act on behalf of the governing body.

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

Form 990 is reviewed by the executive director and the board officer responsible for signing the 990, prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are available upon receipt of a written request.

Filing and Contact Details

Filer

Filer Name
Jefferson East Inc
EIN
22-2815099
Phone
6105394844
Address
1514 WEST MARSHALL STREET, NORRISTOWN, PA 19403

Signing Officer

Name
Pam Booraem
Title
Treasurer
Phone
6105394844
Signed
2025-11-21

Organization Details

Principal Officer
Lisa Wilson
Formed
1986
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kimmel Lorah & Associates Llp
Address
2550 EISENHOWER AVE STE B208, AUDUBON, PA 19403
Preparer
Robert Stevenson CPA
Phone
6106660450
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

In conjunction with the u.s. Department of housing and urban development, the organization operates a 36-unit apartment project in west norrition, pennsylvania, for very low income elderly persons and people with disabilities.

Raw XML AppendixShowing 400 of 468 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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IRS990ScheduleD/ExpensesSubtotalAmt0472890
IRS990ScheduleD/LandGrp/BookValueAmt0561989
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS RESERVE ESCROW
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BD. OF DIR.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN CONJUNCTION WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, THE ORGANIZATION OPERATES A 36-UNIT APARTMENT PROJECT IN WEST NORRITION, PENNSYLVANIA, FOR VERY LOW INCOME ELDERLY PERSONS AND PEOPLE WITH DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAY TO DAY MANAGEMENT OF OPERATIONS IS PERFORMED BY A MANAGEMENT AGENT, CHRISTIAN CONCERN MANAGEMENT AND DEVELOPMENT CORPORATION (CCMD), A NONPROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). CCMD OPERATES UNDER A PROJECT OWNER'S/MANAGEMENT AGENT'S CERTIFICATION AGREEMENT APPROVED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEES MAKE RECOMMENDATIONS TO THE GOVERNING BODY, BUT DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD OFFICER RESPONSIBLE FOR SIGNING THE 990, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON RECEIPT OF A WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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