Civic Intelligence

Ahepa 60 Inc.

990 • Fiscal year 2020 • EIN 23-3087877

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 03, 2020

Organization ProfileN/A
1810 South Albert StreetAllentown, PA 18103

(610) 798-8320

Siviq Scores

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

Liabilities / Assets

96th percentile

1.42x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

8.91x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$2,704,154

Down $311,661 (-10%) from 2016

Net Assets

Down

-$1,125,789

Down $325,624 (-41%) from 2016

Liabilities

Up

$3,829,943

Up $13,963 (+0.4%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin21st percentile

Revenue

Up

$429,878

Up $88,421 (+26%) from 2016

Expenses

Up

$480,278

Up $13,126 (+2.8%) from 2016

Net Income

Up

-$50,400

Up $75,295 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2010: $3,717,566Liabilities 2010: $3,817,095Net Assets 2010: -$99,5292010Assets 2013: $3,410,708Liabilities 2013: $3,826,865Net Assets 2013: -$416,1572013Assets 2014: $3,305,917Liabilities 2014: $3,835,455Net Assets 2014: -$529,5382014Assets 2015: $3,149,106Liabilities 2015: $3,823,576Net Assets 2015: -$674,4702015Assets 2016: $3,015,815Liabilities 2016: $3,815,980Net Assets 2016: -$800,1652016Assets 2020: $2,704,154Liabilities 2020: $3,829,943Net Assets 2020: -$1,125,7892020Assets 2021: $2,641,758Liabilities 2021: $65,958Net Assets 2021: $2,575,8002021Assets 2025: $2,319,212Liabilities 2025: $75,927Net Assets 2025: $2,243,2852025

Highlighted filing

2020

Assets$2,704,154
Liabilities$3,829,943
Net Assets-$1,125,789
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $346,8022010Expenses 2013: $384,8522013Revenue 2014: $305,951Expenses 2014: $419,332Net Income 2014: -$113,3812014Revenue 2015: $330,641Expenses 2015: $475,573Net Income 2015: -$144,9322015Revenue 2016: $341,457Expenses 2016: $467,152Net Income 2016: -$125,6952016Revenue 2020: $429,878Expenses 2020: $480,278Net Income 2020: -$50,4002020Revenue 2021: $431,180Expenses 2021: $481,724Net Income 2021: -$50,5442021Revenue 2025: $496,834Expenses 2025: $556,479Net Income 2025: -$59,6452025

Highlighted filing

2020

Revenue$429,878
Expenses$480,278
Net Income-$50,400
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 3, 2020
Return Version
2019v5.1
Gross Receipts
$429,878
Mission and Program Overview

Mission

The corporation was organized to construct, own, and operate an affordable housing apartment community.

To provide elderly low income housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,556,592$2,443,287▼ $113,305
Savings and Temporary Cash Investments$198,802$236,729▲ $37,927
Prepaid Expenses and Deferred Charges$19,044$22,839▲ $3,795
Accounts Receivable$241$1,165▲ $924
Cash and Non-Interest-Bearing Accounts$1,688$134▼ $1,554
Total Assets$2,776,367$2,704,154▼ $72,213
Liabilities
Other Liabilities$3,769,942$3,771,552▲ $1,610
Accounts Payable and Accrued Expenses$67,085$43,707▼ $23,378
Mortgage Notes Payable Secured by Investment Property$14,684$14,684→ $0
Deferred Revenue$45--
Total Liabilities$3,851,756$3,829,943▼ $21,813
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,075,389$-1,125,789▼ $50,400
Total Net Assets Fund Balance$-1,075,389$-1,125,789▼ $50,400
Total Liabilities and Net Assets / Fund Balance$2,776,367$2,704,154▼ $72,213

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,310,481$1,513,045$3,823,526
Equipment$29,307$90,372$119,679
Land$100,000-$100,000
Other Land Buildings$3,499$13,465$16,964
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Charles E MackenziePresident
Bryan L EmeryDirector
Ep Terry MitchellDirector
Frank RaptisDirector
George NardoneDirector
Keith PavlackDirector
Nicos C EliasDirector
Peter KarapelouDirector
Ryan MackenzieDirector
Spyro J GellosDirector
Theo EliasDirector
Lawrence T LarmerSecrtary
Robert G VidoniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,678
Program Service Revenue
$205,729
Investment Income
$1,286
Other Revenue
$13,185
Change in Net Assets
$-50,400

Audited Revenue Reconciliation

Revenue per Audited Statements
$429,878
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$429,878
Total Revenue per Form 990
$429,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,278
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
Occupancy$128,568--$128,568
Depreciation Depletion$123,835--$123,835
Fees for Services Management$23,616--$23,616
Fees for Services Accounting$11,333--$11,333
Office Expenses$4,200--$4,200
Conferences and Meetings$3,742--$3,742
Information Technology$3,354--$3,354
Other Expenses$3,114--$3,114
Insurance$2,783--$2,783
Total Functional Expenses$480,278$0$0$480,278

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$480,278
Total Expenses per Audited Statements$480,278
Total Expenses per Form 990$480,278
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
Capital Advance$3,720,200
Sponsor Escrow$31,933
Tenant Security Deposits$19,419
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“FAMILY RELATIONSHIP.”

Form 990, Part VI, Section A, Line 3

“The management function is performed by ahepa management company in fishers, indiana.”

Form 990, Part VI, Section A, Line 7A

“The trustees of the corporation shall, at all times be, limited to individuals who are either members of ahepa national housing corporation, the sponsoring organization, or non-members who have the approval of the board of trustees of the said sponsoring organization in the event that a trustee ceases to be a member of ahepa national housing corporation or if the afore said approval is withdrawn, then in either event, such constitutes automatic resignation as a member and trustee of the corporation.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board of directors.”

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

“The signer of the form 990 will present it to the board of directors for approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Ahepa 60 Inc
EIN
23-3087877
Phone
6107988320
Address
1810 SOUTH ALBERT STREET, ALLENTOWN, PA 18103

Signing Officer

Name
Charles Mackenzie
Title
President
Phone
6107988320
Signed
2020-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Mackenzie
Formed
2001
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Nicholas Yanouzas
Phone
8605223111
Supplemental Narrative

Additional Explanations

Form 990 Part XI, Line 3B-

“The organization has not changed its process during the year.”

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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/PrincipalOfficerNm0CHARLES MACKENZIE
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IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0205729
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherRevenueAmt01742
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0470452
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0379317
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-50400
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0218914
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0198802
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0157335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0144790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0868874
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01286
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0279
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0205729
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0194161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0196067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0195194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0988378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01286
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03188
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013185
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt08495
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01194
IRS990ScheduleA/OtherIncome509Grp/TotalAmt028254
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.98980
IRS990ScheduleA/PublicSupportTotal509Amt01857252
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0353402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0339984
IRS990ScheduleA/Total509Grp/TotalAmt01857252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0429878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0379317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0375892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0362150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0341457
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01888694
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02310481
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01513045
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03823526
IRS990ScheduleD/EquipmentGrp/BookValueAmt029307
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090372
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0119679
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0480278
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03499
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013465
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016964
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019419
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt131933
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23720200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPONSOR ESCROW
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAPITAL ADVANCE
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/TotalExpensesPerForm990Amt0480278
IRS990ScheduleD/TotalLiabilityAmt03771552
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MANAGEMENT FUNCTION IS PERFORMED BY AHEPA MANAGEMENT COMPANY IN FISHERS, INDIANA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES OF THE CORPORATION SHALL, AT ALL TIMES BE, LIMITED TO INDIVIDUALS WHO ARE EITHER MEMBERS OF AHEPA NATIONAL HOUSING CORPORATION, THE SPONSORING ORGANIZATION, OR NON-MEMBERS WHO HAVE THE APPROVAL OF THE BOARD OF TRUSTEES OF THE SAID SPONSORING ORGANIZATION IN THE EVENT THAT A TRUSTEE CEASES TO BE A MEMBER OF AHEPA NATIONAL HOUSING CORPORATION OR IF THE AFORE SAID APPROVAL IS WITHDRAWN, THEN IN EITHER EVENT, SUCH CONSTITUTES AUTOMATIC RESIGNATION AS A MEMBER AND TRUSTEE OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SIGNER OF THE FORM 990 WILL PRESENT IT TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ITS PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART XI, LINE 3B-
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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Filings

Displayed year

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

Open filing
Assets
$2,704,154
Liabilities
$3,829,943
Net assets
-$1,125,789
Revenue
$429,878
Expenses
$480,278
Net income
-$50,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.08$2.24$0.50$0.56$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.07$2.58$0.43$0.48$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.70$3.83$1.13$0.43$0.48$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.02$3.82$0.80$0.34$0.47$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.15$3.82$0.67$0.33$0.48$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.31$3.84$0.53$0.31$0.42$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$3.83$0.42$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$3.82$0.10$0.35