Civic Intelligence

Winslow House Inc

990 • Fiscal year 2018 • EIN 26-0040672

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

11400 Rockville Pike /Rockville, MD 20852

(301) 493-6000

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.03x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

6.58x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$235,976

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 40.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-5.0%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,711,360

Down $354,486 (-8.7%) from 2015

Net Assets

Up

-$113,129

Up $59,650 (+35%) from 2015

Liabilities

Down

$3,824,489

Down $414,136 (-9.8%) from 2015

Revenue

Up

$580,923

Up $18,779 (+3.3%) from 2015

Expenses

Up

$669,990

Up $116,415 (+21%) from 2015

Net Income

Down

-$89,067

Down $97,636 (-1139%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,345,588Liabilities 2010: $4,494,275Net Assets 2010: -$148,6872010Assets 2012: $4,161,371Liabilities 2012: $4,342,244Net Assets 2012: -$180,8732012Assets 2013: $4,200,505Liabilities 2013: $4,423,369Net Assets 2013: -$222,8642013Assets 2014: $4,147,972Liabilities 2014: $4,329,320Net Assets 2014: -$181,3482014Assets 2015: $4,065,846Liabilities 2015: $4,238,625Net Assets 2015: -$172,7792015Assets 2018: $3,711,360Liabilities 2018: $3,824,489Net Assets 2018: -$113,1292018Assets 2019: $3,655,424Liabilities 2019: $3,724,945Net Assets 2019: -$69,5212019Assets 2020: $3,604,144Liabilities 2020: $3,618,262Net Assets 2020: -$14,1182020Assets 2021: $3,548,690Liabilities 2021: $3,516,478Net Assets 2021: $32,2122021Assets 2022: $3,461,599Liabilities 2022: $3,413,061Net Assets 2022: $48,5382022Assets 2024: $3,061,602Liabilities 2024: $3,158,329Net Assets 2024: -$96,7272024

Highlighted filing

2018

Assets$3,711,360
Liabilities$3,824,489
Net Assets-$113,129

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $517,8552010Expenses 2012: $509,3702012Expenses 2013: $582,8522013Revenue 2014: $564,246Expenses 2014: $522,730Net Income 2014: $41,5162014Revenue 2015: $562,144Expenses 2015: $553,575Net Income 2015: $8,5692015Revenue 2018: $580,923Expenses 2018: $669,990Net Income 2018: -$89,0672018Revenue 2019: $613,422Expenses 2019: $569,814Net Income 2019: $43,6082019Revenue 2020: $631,817Expenses 2020: $576,414Net Income 2020: $55,4032020Revenue 2021: $627,090Expenses 2021: $580,760Net Income 2021: $46,3302021Revenue 2022: $646,593Expenses 2022: $630,267Net Income 2022: $16,3262022Revenue 2024: $638,267Expenses 2024: $832,104Net Income 2024: -$193,8372024

Highlighted filing

2018

Revenue$580,923
Expenses$669,990
Net Income-$89,067
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$580,923
Mission and Program Overview

Mission

Affordable housing and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,316,743$3,215,264▼ $101,479
Cash and Non-Interest-Bearing Accounts$321,184$210,332▼ $110,852
Prepaid Expenses and Deferred Charges$13,604$11,961▼ $1,643
Accounts Receivable$4,060$260▼ $3,800
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,907,663$3,711,360▼ $196,303
Other Assets Total$252,072$273,543▲ $21,471
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,854,449$3,748,144▼ $106,305
Other Liabilities$61,501$59,025▼ $2,476
Accounts Payable and Accrued Expenses$15,339$17,151▲ $1,812
Deferred Revenue$436$169▼ $267
Total Liabilities$3,931,725$3,824,489▼ $107,236
Net Assets / Fund Balance
Unrestricted Net Assets$-24,062$-113,129▼ $89,067
Total Net Assets Fund Balance$-24,062$-113,129▼ $89,067
Total Liabilities and Net Assets / Fund Balance$3,907,663$3,711,360▼ $196,303

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,687,122$1,553,934$4,241,056
Land$469,000-$469,000
Equipment$10,236$69,328$79,564
Leasehold Improvements$37,715$28,525$66,240
Other Land Buildings$11,191$5,124$16,315
Other Assets Org$3--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$578,856
Investment Income
$2,067
Other Revenue
$0
Change in Net Assets
$-89,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,049
Salaries, Compensation, and Employee Benefits$74,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$129,345--$129,345
All Other Expenses$74,573--$74,573
Other Salaries and Wages$45,911--$45,911
Interest$41,798--$41,798
Fees for Services Management-$30,888-$30,888
Other Expenses$51,180$22,578-$22,578
Other Employee Benefits$21,749--$21,749
Fees for Services Accounting-$9,800-$9,800
Payroll Taxes$7,281--$7,281
Office Expenses$3,622--$3,622
Fees for Services Legal$3,231--$3,231
Advertising$2,256--$2,256
Total Functional Expenses$606,724$63,266$0$669,990
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Security Deposits$34,070
Misc Current Liabilities$23,038
Misc. Long-term Liabilities$1,917
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Draft of form 990 given to board members for review and approval prior to filing.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Not applicable -- no employees

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Winslow House Inc
EIN
26-0040672
Phone
3014936000
Address
11400 ROCKVILLE PIKE /, ROCKVILLE, MD 20852

Signing Officer

Name
Leila a Finucane
Title
President & CEO
Signed
2018-10-15

Organization Details

Principal Officer
Leila a Finucane
Formed
2002
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BAD DEBTS: Column (A) - Total = $12490; Column (B) - Program Services = $12490; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

EDUCATION/DUES/SUBSCRIPTIONS: Column (A) - Total = $235; Column (B) - Program Services = $235; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

HAZARD INSURANCE: Column (A) - Total = $19000; Column (B) - Program Services = $19000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MISC. FINANCIAL EXPENSES: Column (A) - Total = $415; Column (B) - Program Services = $415; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MISC. LICENSES / TAXES: Column (A) - Total = $6864; Column (B) - Program Services = $6864; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MORTGAGE INS PREMIUM: Column (A) - Total = $8472; Column (B) - Program Services = $8472; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $411; Column (B) - Program Services = $411; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PROFESSIONAL FEES: Column (A) - Total = $2360; Column (B) - Program Services = $2360; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

REAL ESTATE TAXES: Column (A) - Total = $15739; Column (B) - Program Services = $15739; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RENTING EXPENSES: Column (A) - Total = $1438; Column (B) - Program Services = $1438; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RESIDENT SOCIAL SERVICES: Column (A) - Total = $1723; Column (B) - Program Services = $1723; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE: Column (A) - Total = $5180; Column (B) - Program Services = $5180; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TRAVEL / MEETINGS: Column (A) - Total = $246; Column (B) - Program Services = $246; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03622
IRS990/OfficeExpensesGrp/TotalAmt03622
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0252072
IRS990/OtherAssetsTotalGrp/EOYAmt0273543
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021749
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021749
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CONTRIBUTION EXPENSE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3ASSET MANAGEMENT FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022578
IRS990/OtherExpensesGrp/ProgramServicesAmt0153203
IRS990/OtherExpensesGrp/ProgramServicesAmt172575
IRS990/OtherExpensesGrp/ProgramServicesAmt251180
IRS990/OtherExpensesGrp/TotalAmt0153203
IRS990/OtherExpensesGrp/TotalAmt172575
IRS990/OtherExpensesGrp/TotalAmt251180
IRS990/OtherExpensesGrp/TotalAmt322578
IRS990/OtherLiabilitiesGrp/BOYAmt061501
IRS990/OtherLiabilitiesGrp/EOYAmt059025
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045911
IRS990/OtherSalariesAndWagesGrp/TotalAmt045911
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt07281
IRS990/PayrollTaxesGrp/TotalAmt07281
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013604
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011961
IRS990/PrincipalOfficerNm0LEILA A FINUCANE
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IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
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IRS990/ProgramServiceRevenueGrp/Desc1Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0533565
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130596
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214695
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214695
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0547
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
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IRS990/PYProgramServiceRevenueAmt0587480
IRS990/PYRevenuesLessExpensesAmt054384
IRS990/PYSalariesCompEmpBnftPaidAmt065214
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IRS990/PYTotalRevenueAmt0588027
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-89067
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0943
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0493
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0564161
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0581817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0548155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0546465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02816897
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02067
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0943
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0493
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IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/InvestmentIncomePYPct00.00090
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011803
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013979
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt017288
IRS990ScheduleA/OtherIncome509Grp/TotalAmt068946
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.97470
IRS990ScheduleA/PublicSupportPY509Pct00.97260
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt010236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt079564
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0469000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037715
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028525
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066240
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036037
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1202431
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt235072
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt33
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW DEPOSITS
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDENT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Rounding
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05124
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MISC CURRENT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MISC. LONG-TERM LIABILITIES
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IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2235976
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY B BLACKWELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN D SPENCER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LEILA A FINUCANE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASST. SECRETARY
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1221900

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