Civic Intelligence

Margaret Wagner Apartments II Inc

EIN 26-4430804 • 501(c)3 • Cleveland Heights, OH

Profile

To provide low-income housing, under hud section 202 provisions, to elderly people. There are 36 rental units available for this purpose.

2375 Euclid Heights BlvdCleveland Heights, OH 44106

www.benrose.org/SERVICES/APARTMENTS.CFM

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $2,586,360 (+100%) from 2023

Expenses

Down

$0

Down $238,279 (-100%) from 2023

Net Income

Up

$0

Up $2,824,639 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $4,521,492Liabilities 2012: $4,346,956Net Assets 2012: $174,5362012Assets 2013: $4,550,497Liabilities 2013: $4,471,046Net Assets 2013: $79,4512013Assets 2014: $4,384,458Liabilities 2014: $4,424,212Net Assets 2014: -$39,7542014Assets 2015: $4,350,103Liabilities 2015: $4,508,541Net Assets 2015: -$158,4382015Assets 2016: $4,255,152Liabilities 2016: $4,507,548Net Assets 2016: -$252,3962016Assets 2017: $4,202,839Liabilities 2017: $4,538,056Net Assets 2017: -$335,2172017Assets 2018: $4,178,336Liabilities 2018: $4,595,547Net Assets 2018: -$417,2112018Assets 2019: $4,278,358Liabilities 2019: $4,818,751Net Assets 2019: -$540,3932019Assets 2020: $4,193,516Liabilities 2020: $4,826,003Net Assets 2020: -$632,4872020Assets 2021: $4,209,000Liabilities 2021: $4,920,245Net Assets 2021: -$711,2452021Assets 2022: $4,125,217Liabilities 2022: $4,927,580Net Assets 2022: -$802,3632022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$0-$1.0M-$2.0M-$3.0MExpenses 2012: $176,0802012Revenue 2013: $263,224Expenses 2013: $358,309Net Income 2013: -$95,0852013Revenue 2014: $347,147Expenses 2014: $466,352Net Income 2014: -$119,2052014Revenue 2015: $352,167Expenses 2015: $470,851Net Income 2015: -$118,6842015Revenue 2016: $345,517Expenses 2016: $439,475Net Income 2016: -$93,9582016Revenue 2017: $353,320Expenses 2017: $436,141Net Income 2017: -$82,8212017Revenue 2018: $358,301Expenses 2018: $440,295Net Income 2018: -$81,9942018Revenue 2019: $357,260Expenses 2019: $480,442Net Income 2019: -$123,1822019Revenue 2020: $367,696Expenses 2020: $459,790Net Income 2020: -$92,0942020Revenue 2021: $371,635Expenses 2021: $450,393Net Income 2021: -$78,7582021Revenue 2022: $366,323Expenses 2022: $457,441Net Income 2022: -$91,1182022Revenue 2023: -$2,586,360Expenses 2023: $238,279Net Income 2023: -$2,824,6392023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.59$0.24$2.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$4.93$0.80$0.37$0.46$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$4.92$0.71$0.37$0.45$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$4.83$0.63$0.37$0.46$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$4.82$0.54$0.36$0.48$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$4.60$0.42$0.36$0.44$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$4.54$0.34$0.35$0.44$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$4.51$0.25$0.35$0.44$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.35$4.51$0.16$0.35$0.47$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.38$4.42$0.04$0.35$0.47$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.55$4.47$0.08$0.26$0.36$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$4.35$0.17$0.18
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$366,323
Mission and Program Overview

Mission

To provide low-income housing, under hud section 202 provisions, to elderly people. There are 36 rental units available for this purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,859,613$3,723,519▼ $136,094
Cash and Non-Interest-Bearing Accounts$347,215$395,609▲ $48,394
Prepaid Expenses and Deferred Charges$1,370$5,805▲ $4,435
Accounts Receivable$802$284▼ $518
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$4,209,000$4,125,217▼ $83,783
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,323,500$4,323,500→ $0
Other Liabilities$333,075$343,560▲ $10,485
Accounts Payable and Accrued Expenses$262,872$260,242▼ $2,630
Deferred Revenue$798$278▼ $520
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,920,245$4,927,580▲ $7,335
Net Assets / Fund Balance
Net Assets With Donor Restrictions$240,163$240,163→ $0
Net Assets Without Donor Restrictions$-951,408$-1,042,526▼ $91,118
Total Net Assets Fund Balance$-711,245$-802,363▼ $91,118
Total Liabilities and Net Assets / Fund Balance$4,209,000$4,125,217▼ $83,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,651,588$1,291,478$4,943,067
Equipment$43,906$35,847$79,753
Other Land Buildings$28,025$6,850$34,875
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Beth SippleDirector$107,650$107,650

Board Members and Trustees

NameTitle
Patricia FrutigPresident
Orion H BellPresident & CEO
Lori LozierVice President
Connie Hill-johnsonSecretary/treasurer
Janice BrennanSr. VP & CFO
Mary MaritaSr. VP & COO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$363,941
Investment Income
$160
Other Revenue
$2,222
Change in Net Assets
$-91,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,061
Salaries, Compensation, and Employee Benefits$122,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$166,172--$166,172
Other Salaries and Wages$98,763--$98,763
Occupancy$81,381--$81,381
Fees for Services Other$29,532$5,200-$34,732
Fees for Services Management-$18,000-$18,000
Other Employee Benefits$12,319--$12,319
Payroll Taxes$7,348--$7,348
Office Expenses$6,469--$6,469
Insurance$5,971--$5,971
Pension Plan Contributions$3,950--$3,950
Fees for Services Legal-$273-$273
Other Expenses$185--$185
Total Functional Expenses$433,968$23,473$0$457,441
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$333,430
Deposits$10,130
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Margaret Wagner Apartments Ii Inc
EIN
26-4430804
In Care Of
% JANICE BRENNAN CPA
Phone
2163731602
Address
2375 EUCLID HEIGHTS BLVD, CLEVELAND HEIGHTS, OH 44106

Signing Officer

Name
Janice Brennan CPA
Title
Sr. VP & CFO
Phone
2163731602
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Orion H Bell
Formed
2009
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Hw&co
Address
28601 Chagrin Blvd 210, Woodmere, OH 44122
Preparer
David M Reape CPA
Phone
2168311200
Supplemental Narrative

Additional Explanations

Documents Available to Public

“Page 6, part vi, section c, #19 the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990 Review Process

“Page 6, part vi, section b, #11b the form 990 will be forwarded to all board members at the board meeting preceeding the filing date. At that time, a review of the form 990 will commence and any recommended changes will be made prior to filing with the irs.”

Monitor and Enforce Conflict of Interest Policy

“Page 6, part vi, section b, #12c the organization distributes conflict of interest statements that the board members and officers sign and return on an annual basis.”

Process for Determining Compensation

“PAGE 6, PART VI, SECTION B, #15A & 15B The HUMAN RESOURCES department provides the board chair with salary INFORMATION from similar organizations. The chair then reviews this INFORMATION with the board's executive committee when implementing annual salary and benefit increases for the president and CEO. The president and CEO reviews the organization wide data, which includes officers and key employees. ALL PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE.”

Financial Statement Notes

Part X, Line 2

“The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2022 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 654 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0260242
IRS990/AccountsReceivableGrp/BOYAmt0802
IRS990/AccountsReceivableGrp/EOYAmt0284
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING, UNDER HUD SECTION 202 PROVISIONS, TO ELDERLY PEOPLE. THERE ARE 36 RENTAL UNITS AVAILABLE FOR THIS PURPOSE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
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IRS990/BooksInCareOfDetail/PhoneNum02163731602
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011890 FAIRHILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990/CashNonInterestBearingGrp/BOYAmt0347215
IRS990/CashNonInterestBearingGrp/EOYAmt0395609
IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYRevenuesLessExpensesAmt0-91118
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IRS990/CYTotalExpensesAmt0457441
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0366323
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IRS990/DeferredRevenueGrp/BOYAmt0798
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0166172
IRS990/DepreciationDepletionGrp/TotalAmt0166172
IRS990/Desc0MW APARTMENTS OFFER INDEPENDENT, SUPPORTIVE HOUSING FOR LOW-INCOME OLDER ADULTS AGES 62 AND OLDER (ALL RESIDENTS QUALIFY AS LOW-INCOME PER HUD GUIDELINES). THE APARTMENTS ARE SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) SECTION 202 SUPPORTIVE HOUSING FOR THE ELDERLY PROGRAM. THERE ARE 36 RENTAL UNITS AVAILABLE FOR THIS PURPOSE.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FeesForServicesOtherGrp/TotalAmt034732
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARY MARITA
IRS990/Form990PartVIISectionAGrp/PersonNm2JANICE BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH SIPPLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SR. VP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SR. VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FundraisingGrossIncomeAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt0366323
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2022 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
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