Civic Intelligence

Charles Place Apartments

EIN 27-3747218 • 501(c)3 • Quincy, IL

Profile

Provide housing to low income seniors

639 York StreetQuincy, IL 62301

none

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.30x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-80%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-6.2%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

40th percentile

2.4%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$1,358,022

Down $99,277 (-6.8%) from 2024

Liabilities

Up

$41,259

Up $10,881 (+36%) from 2024

Net Assets

Down

$1,316,763

Down $110,158 (-7.7%) from 2024

Revenue

Down

$137,634

Down $4,087 (-2.9%) from 2024

Expenses

Up

$247,792

Up $23,299 (+10%) from 2024

Net Income

Down

-$110,158

Down $27,386 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,314,679Liabilities 2014: $17,740Net Assets 2014: $2,296,9392014Assets 2015: $2,240,096Liabilities 2015: $18,191Net Assets 2015: $2,221,9052015Assets 2016: $2,155,578Liabilities 2016: $9,456Net Assets 2016: $2,146,1222016Assets 2017: $2,074,933Liabilities 2017: $8,254Net Assets 2017: $2,066,6792017Assets 2018: $1,974,770Liabilities 2018: $13,402Net Assets 2018: $1,961,3682018Assets 2019: $1,903,180Liabilities 2019: $35,601Net Assets 2019: $1,867,5792019Assets 2020: $1,788,021Liabilities 2020: $24,485Net Assets 2020: $1,763,5362020Assets 2021: $1,712,422Liabilities 2021: $31,684Net Assets 2021: $1,680,7382021Assets 2022: $1,624,696Liabilities 2022: $32,542Net Assets 2022: $1,592,1542022Assets 2023: $1,544,513Liabilities 2023: $34,820Net Assets 2023: $1,509,6932023Assets 2024: $1,457,299Liabilities 2024: $30,378Net Assets 2024: $1,426,9212024Assets 2025: $1,358,022Liabilities 2025: $41,259Net Assets 2025: $1,316,7632025

Highlighted filing

2025

Assets$1,358,022
Liabilities$41,259
Net Assets$1,316,763

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $109,174Expenses 2014: $180,619Net Income 2014: -$71,4452014Revenue 2015: $109,681Expenses 2015: $184,715Net Income 2015: -$75,0342015Revenue 2016: $108,588Expenses 2016: $184,371Net Income 2016: -$75,7832016Revenue 2017: $107,124Expenses 2017: $186,567Net Income 2017: -$79,4432017Revenue 2018: $108,149Expenses 2018: $196,976Net Income 2018: -$88,8272018Revenue 2019: $107,952Expenses 2019: $201,741Net Income 2019: -$93,7892019Revenue 2020: $122,444Expenses 2020: $226,487Net Income 2020: -$104,0432020Revenue 2021: $121,694Expenses 2021: $204,492Net Income 2021: -$82,7982021Revenue 2022: $118,246Expenses 2022: $206,830Net Income 2022: -$88,5842022Revenue 2023: $131,148Expenses 2023: $213,609Net Income 2023: -$82,4612023Revenue 2024: $141,721Expenses 2024: $224,493Net Income 2024: -$82,7722024Revenue 2025: $137,634Expenses 2025: $247,792Net Income 2025: -$110,1582025

Highlighted filing

2025

Revenue$137,634
Expenses$247,792
Net Income-$110,158

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 20, 2025
Return Version
2024v5.2
Gross Receipts
$137,634
Mission and Program Overview

Mission

Provide housing to low income seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,357,654$1,271,454▼ $86,200
Accounts Receivable$2,821$5,658▲ $2,837
Cash and Non-Interest-Bearing Accounts$474$1,747▲ $1,273
Prepaid Expenses and Deferred Charges$1,265$1,267▲ $2
Total Assets$1,457,299$1,358,022▼ $99,277
Other Assets Total$95,085$77,896▼ $17,189
Liabilities
Accounts Payable and Accrued Expenses$25,565$35,899▲ $10,334
Other Liabilities$4,813$5,360▲ $547
Total Liabilities$30,378$41,259▲ $10,881
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,426,921$1,316,763▼ $110,158
Total Net Assets Fund Balance$1,426,921$1,316,763▼ $110,158
Total Liabilities and Net Assets / Fund Balance$1,457,299$1,358,022▼ $99,277

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,271,454$1,099,052$2,370,506
Equipment$0$20,780$20,780
Other Assets Org$77,896--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael DrewPresident
Brenda FlemingDirector
David BehymerDirector
Karen DiseronDirector
Lynn NiewohnerDirector
Rex PowellDirector
Tim WardDirector
Vanessa KeppnerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$134,292
Investment Income
$949
Other Revenue
$2,393
Change in Net Assets
$-110,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$137,634
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$137,634
Total Revenue per Form 990
$137,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$86,200--$86,200
Fees for Services Other$27,078$36,023-$63,101
Occupancy$17,867--$17,867
Fees for Services Accounting-$14,685-$14,685
Fees for Services Management-$11,753-$11,753
Office Expenses-$7,910-$7,910
Insurance$5,363--$5,363
Advertising-$1,425-$1,425
Other Expenses$2,648$138-$138
Total Functional Expenses$175,858$71,934$0$247,792

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$247,792
Total Expenses per Audited Statements$247,792
Total Expenses per Form 990$247,792
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Security Deposits Liability$5,360
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

The president and treasurer/secretary of charles place apartments are the director and assistant director of west central illinois area agency on aging.

Form 990, Part VI, Section A, Line 3

The management agent is west central illinois area agency on aging

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the president and secretary/treasurer for review prior to filing

Form 990, Part VI, Section C, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Charles Place Apartments
EIN
27-3747218
Phone
2172237904
Address
639 YORK STREET, QUINCY, IL 62301

Signing Officer

Name
Vanessa Keppner
Title
President
Phone
2172237904
Signed
2025-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vanessa Keppner
Formed
2010
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Wade Stables Pc
Address
PO BOX 3672, QUINCY, IL 62305-3672
Preparer
Anita Failor
Phone
2172228215
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracts: program service expenses 27078. Management and general expenses 36023. Fundraising expenses 0. Total expenses 63101.

Financial Statement Notes

PART X, LINE 2:

Charles place apartments is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and is not a private foundation. Irs form 990, return of organization exempt from income tax, for the year ended june 30, 2025, and prior years have been or will be filed. Income tax filings are subject to audit by various taxing authorities and are open for audit for 2023 to 2025.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02667
IRS990ScheduleA/InvestmentIncomeCYPct00.00410
IRS990ScheduleA/InvestmentIncomePYPct00.00340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt0647776
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0136685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0140718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121623
IRS990ScheduleA/Total509Grp/TotalAmt0647776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0650443
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01271454
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01099052
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02370506
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020780
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020780
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0247792
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt077896
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED CASH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0137634
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHARLES PLACE APARTMENTS IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEAR ENDED JUNE 30, 2025, AND PRIOR YEARS HAVE BEEN OR WILL BE FILED. INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES AND ARE OPEN FOR AUDIT FOR 2023 TO 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01271454
IRS990ScheduleD/TotalBookValueOtherAssetsAmt077896
IRS990ScheduleD/TotalExpensesPerForm990Amt0247792
IRS990ScheduleD/TotalLiabilityAmt05360
IRS990ScheduleD/TotalRevenuePerForm990Amt0137634
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0137634
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0247792
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER/SECRETARY OF CHARLES PLACE APARTMENTS ARE THE DIRECTOR AND ASSISTANT DIRECTOR OF WEST CENTRAL ILLINOIS AREA AGENCY ON AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MANAGEMENT AGENT IS WEST CENTRAL ILLINOIS AREA AGENCY ON AGING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE PRESIDENT AND SECRETARY/TREASURER FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTS: PROGRAM SERVICE EXPENSES 27078. MANAGEMENT AND GENERAL EXPENSES 36023. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63101.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01457299
IRS990/TotalAssetsEOYAmt01358022
IRS990/TotalAssetsGrp/BOYAmt01457299
IRS990/TotalAssetsGrp/EOYAmt01358022
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071934
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175858
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247792
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030378
IRS990/TotalLiabilitiesEOYAmt041259
IRS990/TotalLiabilitiesGrp/BOYAmt030378
IRS990/TotalLiabilitiesGrp/EOYAmt041259
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01426921
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01316763
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175858
IRS990/TotalProgramServiceRevenueAmt0134292
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0136685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137634
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01457299
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01358022
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0639 YORK STREET
IRS990/USAddress/CityNm0QUINCY
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062301
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANESSA KEPPNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02172237904
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES PLACE APARTMENTS
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0273747218
ReturnHeader/Filer/PhoneNum02172237904
ReturnHeader/Filer/USAddress/AddressLine1Txt0639 YORK STREET
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431498457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WADE STABLES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3672
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY

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