Civic Intelligence

Monarch Senior Living Housing Development Fund Corporation

EIN 27-3407765 • 501(c)3 • Webster, NY

Profile

The organization's mission is to assist in the development of housing for persons of low income.

860 Hard RoadWebster, NY 14580

n/A

Siviq Scores

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

Liabilities / Assets

29th percentile

0.10x

Higher debt load relative to assets than 29% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

93846.33x

Higher debt load relative to revenue than 100% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

89th percentile

$455,304

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15176800.0% of source-year revenue.

NTEE L21 • $1M-$5M nonprofits • Source year 2015

Asset Growth

75th percentile

0.7%

Faster asset growth than 75% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,898,767

Up $19,281 (+0.7%) from 2014

Liabilities

Up

$281,539

Up $19,278 (+7.4%) from 2014

Net Assets

Up

$2,617,228

Up $3 (+0.0%) from 2014

Operations
Liabilities / Revenue100th percentileNet Margin99th percentile

Revenue

Down

$3

Down $22 (-88%) from 2014

Expenses

Flat

$0

Flat from 2014

Net Income

Down

$3

Down $22 (-88%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,159,534Liabilities 2011: $167,008Net Assets 2011: $1,992,5262011Assets 2012: $2,782,145Liabilities 2012: $164,445Net Assets 2012: $2,617,7002012Assets 2013: $2,849,791Liabilities 2013: $232,591Net Assets 2013: $2,617,2002013Assets 2014: $2,879,486Liabilities 2014: $262,261Net Assets 2014: $2,617,2252014Assets 2015: $2,898,767Liabilities 2015: $281,539Net Assets 2015: $2,617,2282015

Highlighted filing

2015

Assets$2,898,767
Liabilities$281,539
Net Assets$2,617,228
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$500$0-$500Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $500Net Income 2013: -$5002013Revenue 2014: $25Expenses 2014: $0Net Income 2014: $252014Revenue 2015: $3Expenses 2015: $0Net Income 2015: $32015

Highlighted filing

2015

Revenue$3
Expenses$0
Net Income$3
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,898,767
Liabilities
$281,539
Net assets
$2,617,228
Revenue
$3
Expenses
$0
Net income
$3
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.28$2.62$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.26$2.62$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.23$2.62$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.16$2.62$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.17$1.99$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$3
Mission and Program Overview

Mission

The organization's mission is to assist in the development of housing for persons of low income.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$2,617,700$2,617,700→ $0
Savings and Temporary Cash Investments$261,686$280,967▲ $19,281
Investments Other Securities$100$100→ $0
Total Assets$2,879,486$2,898,767▲ $19,281
Liabilities
Escrow Account Liability$251,661$270,939▲ $19,278
Other Liabilities$10,600$10,600→ $0
Total Liabilities$262,261$281,539▲ $19,278
Net Assets / Fund Balance
Unrestricted Net Assets$2,617,225$2,617,228▲ $3
Total Net Assets Fund Balance$2,617,225$2,617,228▲ $3
Total Liabilities and Net Assets / Fund Balance$2,879,486$2,898,767▲ $19,281

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$2,617,700--
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Mark PetersonBoard Chair
Sankar SewnauthPresident
Joseph GabrielBoard Vice Chair
Judy ConsadineExecutive VP/CFO
Mark CurlettaExecutive VP/COO
Gregory GibbenSecretary
William WoodwardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$3
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Due to Cds Monarch$10,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Line 2 explanation - all directors and officers also serve as officers or directors of the related cds monarch inc. A 501(c)(3) organization. There is no other family or business relationship.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the governing body members are appointed by the board of cds monarch inc a related 501(c)(3) organization.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees with authority top act on behalf of the governing body”

Form 990, Part VI, Section B, Line 11

“Line 11a explanation - the 990 is distributed to all board members for review.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written confilict of interest policy that is monitored by the board and reviewed annually”

Form 990, Part VI, Section C, Line 19

“The organization will provide copies of organizational documents, policies and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Monarch Senior Living Housing
EIN
27-3407765
Phone
5853471209
Address
860 HARD ROAD, WEBSTER, NY 14580

Signing Officer

Name
Mark Curletta
Title
Vice President
Phone
5853471209
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Curletta
Formed
2010
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Flaherty Salmin Llp
Address
2300 BUFFALO RD BLDG 200, ROCHESTER, NY 14624
Preparer
Dale Rowland CPA
Phone
5852790120
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Per the hud regulatory agreement, the organization holds three required escrows on behalf of monarch senior living lp. These are htfc operating reserve, mci escrow and initial occupancy escrow. These funds are the property of the lp but are held in trust by the organization. Funds may be released to the lp in accordance with the escrow agreements and hud regulations. These escrows protect the organization and the public by ensuring sufficient reserves to continue providing safe, decent and affordable housing.”

Raw XML AppendixShowing 400 of 428 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.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt2690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt064624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt117061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt25727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SANKAR SEWNAUTH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK CURLETTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JUDY CONSADINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VP/COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE VP/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0455304
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1262465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2152950
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 EXPLANATION - ALL DIRECTORS AND OFFICERS ALSO SERVE AS OFFICERS OR DIRECTORS OF THE RELATED CDS MONARCH INC. A 501(C)(3) ORGANIZATION. THERE IS NO OTHER FAMILY OR BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - THE GOVERNING BODY MEMBERS ARE APPOINTED BY THE BOARD OF CDS MONARCH INC A RELATED 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TOP ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11A EXPLANATION - THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A WRITTEN CONFILICT OF INTEREST POLICY THAT IS MONITORED BY THE BOARD AND REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION WILL PROVIDE COPIES OF ORGANIZATIONAL DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MONARCH SR LIV HDFC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0275336675
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MONARCH SENIOR LIVING GP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt05246
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt022369
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0840 HOLT RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WEBSTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd014580
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0275336936
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0MONARCH SENIOR LIVING LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0840 HOLT ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0WEBSTER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd014580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CDS MONARCH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0161089115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPPORTUNITIES TO DISABLED INDIVIDUALS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE_7_ORGANIZATION_
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0860 HARD ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEBSTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014580
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02879486
IRS990/TotalAssetsEOYAmt02898767
IRS990/TotalAssetsGrp/BOYAmt02879486
IRS990/TotalAssetsGrp/EOYAmt02898767
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0262261
IRS990/TotalLiabilitiesEOYAmt0281539
IRS990/TotalLiabilitiesGrp/BOYAmt0262261
IRS990/TotalLiabilitiesGrp/EOYAmt0281539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02617225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02617228
IRS990/TotalOtherCompensationAmt034531
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02879486
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02898767
IRS990/TotReportableCompRltdOrgAmt0836188
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02617225
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02617228
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0860 HARD ROAD
IRS990/USAddress/CityNm0WEBSTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014580
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z

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