Civic Intelligence

Maxwell Senior Housing Inc

990EZ • Fiscal year 2023 • EIN 23-7423532

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
PO Box 476Algona, IA 50511

(515) 295-2927

Siviq Scores

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

Liabilities / Assets

88th percentile

0.34x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.79x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

5.4%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$219,871

Down $8,748 (-3.8%) from 2022

Net Assets

Up

$145,693

Up $5,099 (+3.6%) from 2022

Liabilities

Down

$74,178

Down $13,847 (-16%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin54th percentile

Revenue

Up

$93,944

Up $20,550 (+28%) from 2022

Expenses

Up

$88,845

Up $7,062 (+8.6%) from 2022

Net Income

Up

$5,099

Up $13,488 (+161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$300K$200K$100K$0Assets 2020: $260,488Liabilities 2020: $112,886Net Assets 2020: $147,6022020Assets 2021: $248,307Liabilities 2021: $99,324Net Assets 2021: $148,9832021Assets 2022: $228,619Liabilities 2022: $88,025Net Assets 2022: $140,5942022Assets 2023: $219,871Liabilities 2023: $74,178Net Assets 2023: $145,6932023Assets 2024: $216,350Liabilities 2024: $59,223Net Assets 2024: $157,1272024

Highlighted filing

2023

Assets$219,871
Liabilities$74,178
Net Assets$145,693
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $126,630Expenses 2020: $73,120Net Income 2020: $53,5102020Revenue 2021: $81,181Expenses 2021: $79,800Net Income 2021: $1,3812021Revenue 2022: $73,394Expenses 2022: $81,783Net Income 2022: -$8,3892022Revenue 2023: $93,944Expenses 2023: $88,845Net Income 2023: $5,0992023Revenue 2024: $102,125Expenses 2024: $90,691Net Income 2024: $11,4342024

Highlighted filing

2023

Revenue$93,944
Expenses$88,845
Net Income$5,099
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$93,944
Mission and Program Overview

Mission

To provide low rent housing in Maxwell, Iowa.

Program Services

DescriptionGrantsExpenses
To provide low rent housing for the elderly, disabled, and families. Rent is based on 30% of the applicant's yearly income with the remainder subsidized by USDA/Rural Development. This organization made it possible for 19 families to find safe and affordable housing in Maxwell.$0$88,845
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia SmithPresident-$0--
Karen PlunkettVice President-$0--
Shirley McBrideSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Maxwell Senior Housing Inc
EIN
23-7423532
Phone
5152952927
Address
PO Box 476, Algona, IA 50511

Signing Officer

Name
Patricia Smith
Title
President
Phone
5152031379
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Murphy Enterprises Inc
Address
Murphy Enterprises Inc, Algona, IA 50511
Preparer
William Murphy
Phone
5152952927
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Laundry $1801 and Tenant Charges $247”

Form 990-EZ, Part I, Line 16

“Depreciation $20961 and Interest -$291”

Form 990-EZ, Part II, Line 26

“Mortgage Balance $67167 and Security Deposits $7011”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Murphy Realty & Management Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum05152952927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0208 East State Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Algona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083003
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057509
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05099
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013972
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0228619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0219871
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093944
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0145616
IRS990EZ/LandAndBuildingsGrp/EOYAmt0162362
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145693
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0145693
IRS990EZ/OccupancyRentUtltsAndMaintAmt054203
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Plunkett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shirley McBride
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020670
IRS990EZ/OtherRevenueTotalAmt02048
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide low rent housing in Maxwell, Iowa.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt091896
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide low rent housing for the elderly, disabled, and families. Rent is based on 30% of the applicant's yearly income with the remainder subsidized by USDA/Rural Development. This organization made it possible for 19 families to find safe and affordable housing in Maxwell.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088845
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt088025
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt074178
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt088845
IRS990EZ/TotalProgramServiceExpensesAmt088845
IRS990EZ/TotalRevenueAmt093944
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Laundry $1801 and Tenant Charges $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $20961 and Interest -$291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Mortgage Balance $67167 and Security Deposits $7011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05152031379
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAXWELL SENIOR HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0MAXW
ReturnHeader/Filer/EIN0237423532
ReturnHeader/Filer/PhoneNum05152952927
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 476
ReturnHeader/Filer/USAddress/CityNm0Algona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270007462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murphy Enterprises Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Murphy Enterprises Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Algona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050511
ReturnHeader/PreparerPersonGrp/PhoneNum05152952927
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Murphy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-01T10:43:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$219,871
Liabilities
$74,178
Net assets
$145,693
Revenue
$93,944
Expenses
$88,845
Net income
$5,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.59$1.57$1.02$0.91$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.74$1.46$0.94$0.89$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.88$1.41$0.73$0.82$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.99$1.49$0.81$0.80$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.60$1.13$1.48$1.27$0.73$0.54