Civic Intelligence

Perry Housing Partnership C/O George Lewis Davey

990 • Fiscal year 2018 • EIN 26-0714060

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

PO Box 266New Bloomfield, PA 17068

(717) 582-0222

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

47th percentile

2.1%

Higher net margin than 47% of similar nonprofits.

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

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.

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

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

54th percentile

5.3%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Down

$1,069,767

Down $7,998 (-0.7%) from 2016

Net Assets

Down

$1,023,826

Down $17,216 (-1.7%) from 2016

Liabilities

Up

$45,941

Up $9,218 (+25%) from 2016

Revenue

Up

$254,856

Up $25,178 (+11%) from 2016

Expenses

Down

$249,599

Down $29,584 (-11%) from 2016

Net Income

Up

$5,257

Up $54,762 (+111%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$1,069,767
Liabilities$45,941
Net Assets$1,023,826

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$254,856
Expenses$249,599
Net Income$5,257
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$254,856
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$646,309$646,309→ $0
Cash and Non-Interest-Bearing Accounts$131,395$180,363▲ $48,968
Total Assets$1,057,216$1,069,767▲ $12,551
Other Assets Total$279,512$243,095▼ $36,417
Liabilities
Other Liabilities$32,950$36,313▲ $3,363
Escrow Account Liability$5,697$9,628▲ $3,931
Total Liabilities$38,647$45,941▲ $7,294
Net Assets / Fund Balance
Unrestricted Net Assets$1,018,569$1,023,826▲ $5,257
Total Net Assets Fund Balance$1,018,569$1,023,826▲ $5,257
Total Liabilities and Net Assets / Fund Balance$1,057,216$1,069,767▲ $12,551

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$646,309-$646,309
Other Assets Org$243,095--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth DumPresident
Brendan BayerBoard Member
Lew DaveyBoard Member
Linda BatesBoard Member
Linda KutzBoard Member
Kendra PotterSecretary
Audra HunterTreasurer
Megan StewartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,567
Program Service Revenue
$245,954
Investment Income
$335
Other Revenue
$0
All Other Contributions
$6,459
Change in Net Assets
$5,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$161,911
Other Expenses$87,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$85,317$63,590-$148,907
Payroll Taxes$7,829$5,175-$13,004
Other Expenses$9,919$24-$9,919
All Other Expenses$8,225$617-$8,842
Fees for Services Accounting$3,780--$3,780
Insurance$1,047$2,463-$3,510
Office Expenses$111$194-$305
Total Functional Expenses$177,250$72,349$0$249,599
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$29,260
Customer Deposits-habitat$3,690
Php Line of Credit$1,972
Security Deposits$1,391
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 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
Elizabeth Dum
Title
President
Phone
7175820222
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Dum
Formed
2007
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
5

Preparer

Firm
Robert W Morris & Company Pc
Address
PO BOX 68, NEW BLOOMFIELD, PA 17068-0068
Preparer
Robert W Morris Iii
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 5, Part V, Line 3B

990-T NOT REQUIRED.

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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/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE- PHFA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CUSTOMER DEPOSITS-HABITAT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PHP LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0646309
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0243095
IRS990ScheduleD/TotalLiabilityAmt036313
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/ExplanationTxt1990-T NOT REQUIRED.
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 5, PART V, LINE 3B
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01057216
IRS990/TotalAssetsEOYAmt01069767
IRS990/TotalAssetsGrp/BOYAmt01057216
IRS990/TotalAssetsGrp/EOYAmt01069767
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08567
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072349
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177250
IRS990/TotalFunctionalExpensesGrp/TotalAmt0249599
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038647
IRS990/TotalLiabilitiesEOYAmt045941
IRS990/TotalLiabilitiesGrp/BOYAmt038647
IRS990/TotalLiabilitiesGrp/EOYAmt045941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01018569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01023826
IRS990/TotalProgramServiceExpensesAmt0177250
IRS990/TotalProgramServiceRevenueAmt0245954
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0246289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254856
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01057216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01069767
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01018569
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01023826
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 PISGAH STATE ROAD
IRS990/USAddress/CityNm0SHERMANS DALE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017090
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH DUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175820222
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId031C074B374820FEF3FB162138D7B7135358139D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A3746E8CD62879C5EF7DCBB266AA8A477FC794A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:12:13
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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02019-05-15T16:12:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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