Civic Intelligence

Perry Housing Partnership C/O George Lewis Davey

EIN 26-0714060 • 501(c)3 • New Bloomfield, PA

Profile

To develop rental, for-sale, shelter, and transitional housing for perry county households; and to address the need to preserve the existing housing stock in perry county by building, rehabilitating, owning, and/or operating said housing primarily for low and moderate income persons, as defined by federal law.

PO Box 266New Bloomfield, PA 17068
Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.17x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$982,354

Up $1,357 (+0.1%) from 2023

Liabilities

Up

$46,196

Up $2,551 (+5.8%) from 2023

Net Assets

Down

$936,158

Down $1,194 (-0.1%) from 2023

Revenue

Up

$268,524

Up $17,558 (+7.0%) from 2023

Expenses

Down

$269,718

Down $621 (-0.2%) from 2023

Net Income

Up

-$1,194

Up $18,179 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,739,067Liabilities 2012: $47,383Net Assets 2012: $1,691,6842012Assets 2013: $1,178,300Liabilities 2013: $62,354Net Assets 2013: $1,115,9462013Assets 2014: $1,162,081Liabilities 2014: $97,508Net Assets 2014: $1,064,5732014Assets 2015: $1,175,749Liabilities 2015: $85,202Net Assets 2015: $1,090,5472015Assets 2016: $1,077,765Liabilities 2016: $36,723Net Assets 2016: $1,041,0422016Assets 2018: $1,069,767Liabilities 2018: $45,941Net Assets 2018: $1,023,8262018Assets 2019: $1,024,118Liabilities 2019: $48,538Net Assets 2019: $975,5802019Assets 2020: $997,793Liabilities 2020: $39,812Net Assets 2020: $957,9812020Assets 2021: $1,137,194Liabilities 2021: $41,586Net Assets 2021: $1,095,6082021Assets 2022: $991,328Liabilities 2022: $34,603Net Assets 2022: $956,7252022Assets 2023: $980,997Liabilities 2023: $43,645Net Assets 2023: $937,3522023Assets 2024: $982,354Liabilities 2024: $46,196Net Assets 2024: $936,1582024

Highlighted filing

2024

Assets$982,354
Liabilities$46,196
Net Assets$936,158

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $122,1862012Expenses 2013: $213,7732013Revenue 2014: $228,090Expenses 2014: $238,483Net Income 2014: -$10,3932014Revenue 2015: $299,346Expenses 2015: $273,372Net Income 2015: $25,9742015Revenue 2016: $229,678Expenses 2016: $279,183Net Income 2016: -$49,5052016Revenue 2018: $254,856Expenses 2018: $249,599Net Income 2018: $5,2572018Revenue 2019: $225,042Expenses 2019: $273,288Net Income 2019: -$48,2462019Revenue 2020: $233,594Expenses 2020: $251,193Net Income 2020: -$17,5992020Revenue 2021: $390,165Expenses 2021: $252,538Net Income 2021: $137,6272021Revenue 2022: $264,857Expenses 2022: $403,740Net Income 2022: -$138,8832022Revenue 2023: $250,966Expenses 2023: $270,339Net Income 2023: -$19,3732023Revenue 2024: $268,524Expenses 2024: $269,718Net Income 2024: -$1,1942024

Highlighted filing

2024

Revenue$268,524
Expenses$269,718
Net Income-$1,194

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.0
Gross Receipts
$268,524
Mission and Program Overview

Mission

To develop rental, for-sale, shelter, and transitional housing for perry county households; and to address the need to preserve the existing housing stock in perry county by building, rehabilitating, owning, and/or operating said housing primarily for low and moderate income persons, as defined by federal law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$770,114$670,690▼ $99,424
Cash and Non-Interest-Bearing Accounts$101,382$205,115▲ $103,733
Total Assets$980,997$982,354▲ $1,357
Other Assets Total$109,501$106,549▼ $2,952
Liabilities
Escrow Account Liability$26,355$28,202▲ $1,847
Other Liabilities$17,290$17,994▲ $704
Total Liabilities$43,645$46,196▲ $2,551
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$937,352$936,158▼ $1,194
Total Net Assets Fund Balance$937,352$936,158▼ $1,194
Total Liabilities and Net Assets / Fund Balance$980,997$982,354▲ $1,357

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$665,935-$665,935
Leasehold Improvements$2,560-$2,560
Equipment$2,195-$2,195
Other Assets Org$106,549--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie BeddiaBoard Member
Linda BatesBoard Member
Susan HarringtonBoard Member
Kendra PotterSecretary
Audra HunterTreasurer
Lew DaveyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$41,276
Program Service Revenue
$190,689
Investment Income
$289
Other Revenue
$36,270
All Other Contributions
$16,276
Change in Net Assets
$-1,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,198
Salaries, Compensation, and Employee Benefits$128,520
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,282$74,854-$118,136
Other Expenses$22,742--$22,742
Insurance$16,673--$16,673
Payroll Taxes$5,799$4,585-$10,384
All Other Expenses$4,760--$4,760
Fees for Services Accounting$3,810--$3,810
Interest$126--$126
Fees for Services Legal$63--$63
Total Functional Expenses$190,279$79,439$0$269,718
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
Notes Payable- Phfa$13,020
Customer Deposits-habitat$2,889
Security Deposits$1,078
Php Line of Credit$1,007
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

The form 990 is presented to the executive director prior to its signing for review and approval. In addition, the 990 is also made available to the board of directors for their review.

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

The board of directors and each employee is required to review the conflict of interest policy and sign that they understand the policy and will disclose any potential conflict of interest. In addition, any time there is a potential conflict of interest, that board member is asked to excuse themselves from voting on said issue.

Form 990, Page 6, Part VI, Line 15A

After citing comparables, salaries are determined by the county commissioner's, the executive director of cumberland county housing authority, and the family service partnership board's housing task force.

Form 990, Page 6, Part VI, Line 15B

For case management positions, php compares salaries offered to case managers employed either directly by the county or through state employment with college degrees and years of experience taken into account to arrive at a fair / comparable wage.

Form 990, Page 6, Part VI, Line 19

The organization does not make its governing documents, or conflict of interest policy available to the public, as it is not required by federal or state law. The organization includes a copy of its financial statements with the state registration filed with the pennsylvania department of state, bureau of charitable organizations. These documents are a matter of public record and can be viewed at the bureau office.

Filing and Contact Details

Filer

Filer Name
Perry Housing Partnership
EIN
26-0714060
Phone
7175820222
Address
PO BOX 266, NEW BLOOMFIELD, PA 17068

Signing Officer

Name
Audra Hunter
Title
Treasurer
Phone
7175820222
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Audra Hunter
Formed
2007
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
3

Preparer

Firm
Robert W Morris & Company Pc
Address
PO BOX 68, NEW BLOOMFIELD, PA 17068-0068
Preparer
Kyle Nickler
Phone
7175828135
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To develop rental, for-sale, shelter, and transitional housing for perry county households; and to address the need to preserve the existing housing stock in perry county by building, rehabilitating, owning, and/or operating said housing primarily for low and moderate income persons, as defined by federal law.

Form 990, Page 2, Part III, Line 4D

To develop rental, for-sale, shelter, and transitional housing for perry county households; and to address the need to preserve the existing housing stock in perry county by building, rehabilitiating, owning, and/or operating said housing primarily for low and moderate income persons, as defined by federal law.

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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54130
IRS990ScheduleA/PublicSupportPY170Pct00.50580
IRS990ScheduleA/PublicSupportTotal170Amt0154906
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041276
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019921
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0154906
IRS990ScheduleA/TotalSupportAmt0286152
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02195
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02195
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02560
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02560
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0106549
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0665935
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0665935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12889
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21078
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE- PHFA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CUSTOMER DEPOSITS-HABITAT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PHP LINE OF CREDIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0670690
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0106549
IRS990ScheduleD/TotalLiabilityAmt017994
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO DEVELOP RENTAL, FOR-SALE, SHELTER, AND TRANSITIONAL HOUSING FOR PERRY COUNTY HOUSEHOLDS; AND TO ADDRESS THE NEED TO PRESERVE THE EXISTING HOUSING STOCK IN PERRY COUNTY BY BUILDING, REHABILITATING, OWNING, AND/OR OPERATING SAID HOUSING PRIMARILY FOR LOW AND MODERATE INCOME PERSONS, AS DEFINED BY FEDERAL LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO DEVELOP RENTAL, FOR-SALE, SHELTER, AND TRANSITIONAL HOUSING FOR PERRY COUNTY HOUSEHOLDS; AND TO ADDRESS THE NEED TO PRESERVE THE EXISTING HOUSING STOCK IN PERRY COUNTY BY BUILDING, REHABILITIATING, OWNING, AND/OR OPERATING SAID HOUSING PRIMARILY FOR LOW AND MODERATE INCOME PERSONS, AS DEFINED BY FEDERAL LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PRESENTED TO THE EXECUTIVE DIRECTOR PRIOR TO ITS SIGNING FOR REVIEW AND APPROVAL. IN ADDITION, THE 990 IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS AND EACH EMPLOYEE IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THAT THEY UNDERSTAND THE POLICY AND WILL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN ADDITION, ANY TIME THERE IS A POTENTIAL CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO EXCUSE THEMSELVES FROM VOTING ON SAID ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER CITING COMPARABLES, SALARIES ARE DETERMINED BY THE COUNTY COMMISSIONER'S, THE EXECUTIVE DIRECTOR OF CUMBERLAND COUNTY HOUSING AUTHORITY, AND THE FAMILY SERVICE PARTNERSHIP BOARD'S HOUSING TASK FORCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOR CASE MANAGEMENT POSITIONS, PHP COMPARES SALARIES OFFERED TO CASE MANAGERS EMPLOYED EITHER DIRECTLY BY THE COUNTY OR THROUGH STATE EMPLOYMENT WITH COLLEGE DEGREES AND YEARS OF EXPERIENCE TAKEN INTO ACCOUNT TO ARRIVE AT A FAIR / COMPARABLE WAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC, AS IT IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0980997
IRS990/TotalAssetsEOYAmt0982354
IRS990/TotalAssetsGrp/BOYAmt0980997
IRS990/TotalAssetsGrp/EOYAmt0982354
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041276
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269718
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043645
IRS990/TotalLiabilitiesEOYAmt046196
IRS990/TotalLiabilitiesGrp/BOYAmt043645
IRS990/TotalLiabilitiesGrp/EOYAmt046196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0937352
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0936158
IRS990/TotalOtherProgSrvcExpenseAmt01376
IRS990/TotalProgramServiceExpensesAmt0190279
IRS990/TotalProgramServiceRevenueAmt0190689
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227248
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268524
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0980997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0982354
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045 BLACKSNAKE ROAD
IRS990/USAddress/CityNm0DUNCANNON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017020
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDRA HUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07175820222
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY HOUSING PARTNERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEANNINE MATULEVICH
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0260714060
ReturnHeader/Filer/PhoneNum07175820222
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 266
ReturnHeader/Filer/USAddress/CityNm0NEW BLOOMFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017068
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251817405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT W MORRIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 68
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170680068
ReturnHeader/PreparerPersonGrp/PhoneNum07175828135
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE NICKLER
ReturnHeader/ReturnTs02024-11-15T12:33:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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