Civic Intelligence

Gilbert Straub Plaza Inc.

990 • Fiscal year 2017 • EIN 25-1440193

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 11, 2017

620 Reamer AvenueS Greensburg, PA 15601

(724) 832-2280

Siviq Scores

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

Liabilities / Assets

97th percentile

1.57x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

3.31x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-1.1%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-9.8%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

2.4%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,333,575

Down $145,144 (-9.8%) from 2016

Net Assets

Down

-$756,306

Down $6,993 (-0.9%) from 2016

Liabilities

Down

$2,089,881

Down $138,151 (-6.2%) from 2016

Revenue

Up

$631,186

Up $14,856 (+2.4%) from 2016

Expenses

Up

$638,179

Up $12,996 (+2.1%) from 2016

Net Income

Up

-$6,993

Up $1,860 (+21%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $2,040,268Liabilities 2011: $2,383,431Net Assets 2011: -$343,1632011Assets 2012: $2,002,826Liabilities 2012: $2,356,051Net Assets 2012: -$353,2252012Assets 2014: $1,570,921Liabilities 2014: $2,292,283Net Assets 2014: -$721,3622014Assets 2015: $1,525,046Liabilities 2015: $2,265,506Net Assets 2015: -$740,4602015Assets 2016: $1,478,719Liabilities 2016: $2,228,032Net Assets 2016: -$749,3132016Assets 2017: $1,333,575Liabilities 2017: $2,089,881Net Assets 2017: -$756,3062017Assets 2018: $1,324,704Liabilities 2018: $2,056,632Net Assets 2018: -$731,9282018Assets 2020: $1,248,055Liabilities 2020: $1,979,971Net Assets 2020: -$731,9162020Assets 2021: $1,264,296Liabilities 2021: $1,963,928Net Assets 2021: -$699,6322021Assets 2022: $1,249,874Liabilities 2022: $1,920,331Net Assets 2022: -$670,4572022Assets 2025: $1,306,794Liabilities 2025: $1,819,380Net Assets 2025: -$512,5862025

Highlighted filing

2017

Assets$1,333,575
Liabilities$2,089,881
Net Assets-$756,306

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $597,5302011Expenses 2012: $601,4792012Revenue 2014: $603,358Expenses 2014: $648,394Net Income 2014: -$45,0362014Revenue 2015: $609,963Expenses 2015: $629,061Net Income 2015: -$19,0982015Revenue 2016: $616,330Expenses 2016: $625,183Net Income 2016: -$8,8532016Revenue 2017: $631,186Expenses 2017: $638,179Net Income 2017: -$6,9932017Revenue 2018: $640,167Expenses 2018: $615,789Net Income 2018: $24,3782018Revenue 2020: $661,979Expenses 2020: $669,681Net Income 2020: -$7,7022020Revenue 2021: $671,645Expenses 2021: $639,361Net Income 2021: $32,2842021Revenue 2022: $689,202Expenses 2022: $660,027Net Income 2022: $29,1752022Revenue 2025: $766,262Expenses 2025: $694,272Net Income 2025: $71,9902025

Highlighted filing

2017

Revenue$631,186
Expenses$638,179
Net Income-$6,993
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 11, 2017
Return Version
2016v3.1
Gross Receipts
$631,186
Mission and Program Overview

Mission

Provide safe and affordable housing for low income elderly and the physically challenged.

Provides safe and affordable housing for low income elderly and handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,033,865$963,239▼ $70,626
Savings and Temporary Cash Investments$42,371$27,701▼ $14,670
Prepaid Expenses and Deferred Charges$28,047$15,578▼ $12,469
Accounts Receivable-$1,173-
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$1,478,719$1,333,575▼ $145,144
Other Assets Total$374,236$325,684▼ $48,552
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,152,100$1,988,975▼ $163,125
Other Liabilities$23,700$45,600▲ $21,900
Accounts Payable and Accrued Expenses$35,770$38,659▲ $2,889
Escrow Account Liability$16,462$16,647▲ $185
Total Liabilities$2,228,032$2,089,881▼ $138,151
Net Assets / Fund Balance
Unrestricted Net Assets$-749,313$-756,306▼ $6,993
Total Net Assets Fund Balance$-749,313$-756,306▼ $6,993
Total Liabilities and Net Assets / Fund Balance$1,478,719$1,333,575▼ $145,144

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$863,239$1,950,549$2,813,788
Land$100,000-$100,000
Other Assets Org$16,647--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$437,365
Program Service Revenue
$193,718
Investment Income
$103
Other Revenue
$0
Change in Net Assets
$-6,993

Audited Revenue Reconciliation

Revenue per Audited Statements
$631,186
Total Revenue per Audited Statements
$631,186
Total Revenue per Form 990
$631,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$551,589
Salaries, Compensation, and Employee Benefits$86,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$95,746--$95,746
Depreciation Depletion$92,315--$92,315
Fees for Services Management-$84,877-$84,877
All Other Expenses$80,435--$80,435
Other Salaries and Wages$62,373--$62,373
Insurance$27,385--$27,385
Other Expenses$21,900--$21,900
Other Employee Benefits$19,081--$19,081
Fees for Services Accounting-$9,108-$9,108
Office Expenses$8,756--$8,756
Payroll Taxes$5,136--$5,136
Travel$647--$647
Conferences and Meetings$585--$585
Fees for Services Legal-$246-$246
Total Functional Expenses$543,948$94,231$0$638,179

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$638,179
Total Expenses per Audited Statements$638,179
Total Expenses per Form 990$638,179
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
Misc. Liability$43,600
Advance Due to Management Agent$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The organization engages the services of a credited and hud certified property manager.

Form 990, Page 6, Part VI, Line 7A

The existing board members may vote on additional new members.

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

Upon completion of the form 990 by the organization's audit firm, it is then sent to the client to be reviewed and signed by the governing board.

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

The organization regularly and consistently monitors and enforces compliance by retaining the services of a compliance officer. The organization annually undergoes an independent audit.

Form 990, Page 6, Part VI, Line 19

All governing documents, conflict of interest policies and financial statements are maintained in the management office. They are available for review to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Gilbert Straub Plaza Inc
EIN
25-1440193
Phone
7248322280
Address
620 REAMER AVENUE, S GREENSBURG, PA 15601

Signing Officer

Name
Rev Martin Bartel
Title
President
Phone
7248322280
Signed
2017-12-11

Organization Details

Principal Officer
Rev Martin Bartel
Formed
1986
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
2

Preparer

Firm
Listwak Finke & Associates
Address
301 MCKNIGHT PARK DRIVE, PITTSBURGH, PA 15237-6534
Preparer
Thomas W Listwak
Phone
4123644300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Repairs - extraordinary 17,850 0 0 water and sewage 15,873 0 0 gas 7,713 0 0 repairs - material 6,609 0 0 heating & air conditionin 5,502 0 0 decorating contract/payro 5,500 0 0 protection fee 5,104 0 0 trash removal 4,880 0 0 elevator maintenance 2,149 0 0 janitor supplies 2,056 0 0 exterminating 1,976 0 0 decorating supplies 1,685 0 0 grounds supply & replacem 1,481 0 0 maintenance equipment rep 931 0 0 snow removal 518 0 0 repairs - contract 400 0 0 misc. Administrative expe 208 0 0 total 80,435 0 0

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The project maintains tenant security deposits in a separate account.

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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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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02813788
IRS990ScheduleD/ExpensesSubtotalAmt0638179
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0166899
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt174098
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt268040
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt316647
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENT ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROWS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MISC. LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ADVANCE DUE TO MANAGEMENT AGENT
IRS990ScheduleD/RevenueSubtotalAmt0631186
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT MAINTAINS TENANT SECURITY DEPOSITS IN A SEPARATE ACCOUNT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0963239
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0325684
IRS990ScheduleD/TotalExpensesPerForm990Amt0638179
IRS990ScheduleD/TotalLiabilityAmt045600
IRS990ScheduleD/TotalRevenuePerForm990Amt0631186
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0631186
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0638179
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES THE SERVICES OF A CREDITED AND HUD CERTIFIED PROPERTY MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXISTING BOARD MEMBERS MAY VOTE ON ADDITIONAL NEW MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON COMPLETION OF THE FORM 990 BY THE ORGANIZATION'S AUDIT FIRM, IT IS THEN SENT TO THE CLIENT TO BE REVIEWED AND SIGNED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE BY RETAINING THE SERVICES OF A COMPLIANCE OFFICER. THE ORGANIZATION ANNUALLY UNDERGOES AN INDEPENDENT AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE MANAGEMENT OFFICE. THEY ARE AVAILABLE FOR REVIEW TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS - EXTRAORDINARY 17,850 0 0 WATER AND SEWAGE 15,873 0 0 GAS 7,713 0 0 REPAIRS - MATERIAL 6,609 0 0 HEATING & AIR CONDITIONIN 5,502 0 0 DECORATING CONTRACT/PAYRO 5,500 0 0 PROTECTION FEE 5,104 0 0 TRASH REMOVAL 4,880 0 0 ELEVATOR MAINTENANCE 2,149 0 0 JANITOR SUPPLIES 2,056 0 0 EXTERMINATING 1,976 0 0 DECORATING SUPPLIES 1,685 0 0 GROUNDS SUPPLY & REPLACEM 1,481 0 0 MAINTENANCE EQUIPMENT REP 931 0 0 SNOW REMOVAL 518 0 0 REPAIRS - CONTRACT 400 0 0 MISC. ADMINISTRATIVE EXPE 208 0 0 TOTAL 80,435 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01478719
IRS990/TotalAssetsEOYAmt01333575
IRS990/TotalAssetsGrp/BOYAmt01478719
IRS990/TotalAssetsGrp/EOYAmt01333575
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0437365
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094231
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0543948
IRS990/TotalFunctionalExpensesGrp/TotalAmt0638179
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02228032
IRS990/TotalLiabilitiesEOYAmt02089881
IRS990/TotalLiabilitiesGrp/BOYAmt02228032
IRS990/TotalLiabilitiesGrp/EOYAmt02089881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-749313
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-756306
IRS990/TotalProgramServiceExpensesAmt0543948
IRS990/TotalProgramServiceRevenueAmt0193718
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0631186
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01478719
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01333575
IRS990/TravelGrp/ProgramServicesAmt0647
IRS990/TravelGrp/TotalAmt0647
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-749313
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-756306
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0115 TRINITY DRIVE
IRS990/USAddress/AddressLine2Txt0APT B
IRS990/USAddress/CityNm0ALIQUIPPA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015001
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REV MARTIN BARTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07248322280
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILBERT STRAUB PLAZA INC
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0251440193
ReturnHeader/Filer/PhoneNum07248322280
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 REAMER AVENUE
ReturnHeader/Filer/USAddress/CityNm0S GREENSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092BE8C56CDD62FCF958817449C244E0C07F53337
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066529CE2EE3B9151AFD0F4BE46DB7EF1B752AE2D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251779608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISTWAK FINKE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 MCKNIGHT PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152376534
ReturnHeader/PreparerPersonGrp/PhoneNum04123644300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS W LISTWAK
ReturnHeader/ReturnTs02018-01-12T12:07:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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