Civic Intelligence

Housing Authority of Augusta DBA Mary Ingles Manor Apartments

990EZ • Fiscal year 2014 • EIN 31-0968995

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
219 Main St - P O Box 85SuiteAugusta, KY 41002

(502) 491-2422

Siviq Scores

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

Liabilities / Assets

98th percentile

3.39x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.83x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

-0.2%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$96,024

Down $11,402 (-11%) from 2013

Net Assets

Up

-$229,750

Up $10,246 (+4.3%) from 2013

Liabilities

Down

$325,774

Down $21,648 (-6.2%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin56th percentile

Revenue

Down

$177,812

Down $341 (-0.2%) from 2013

Expenses

Up

$167,566

Up $19,916 (+13%) from 2013

Net Income

Down

$10,246

Down $20,257 (-66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$200K$0-$200K-$400KAssets 2011: $80,737Liabilities 2011: $377,071Net Assets 2011: -$296,3342011Assets 2012: $91,411Liabilities 2012: $361,910Net Assets 2012: -$270,4992012Assets 2013: $107,426Liabilities 2013: $347,422Net Assets 2013: -$239,9962013Assets 2014: $96,024Liabilities 2014: $325,774Net Assets 2014: -$229,7502014Assets 2015: $87,665Liabilities 2015: $308,518Net Assets 2015: -$220,8532015Assets 2016: $74,977Liabilities 2016: $291,191Net Assets 2016: -$216,2142016Assets 2017: $76,260Liabilities 2017: $274,492Net Assets 2017: -$198,2322017Assets 2018: $74,820Liabilities 2018: $259,867Net Assets 2018: -$185,0472018Assets 2020: $86,337Liabilities 2020: $224,199Net Assets 2020: -$137,8622020Assets 2022: $95,737Liabilities 2022: $188,724Net Assets 2022: -$92,9872022Assets 2024: $81,861Liabilities 2024: $156,917Net Assets 2024: -$75,0562024

Highlighted filing

2014

Assets$96,024
Liabilities$325,774
Net Assets-$229,750
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2011: $166,466Expenses 2011: $149,464Net Income 2011: $17,0022011Revenue 2012: $172,195Expenses 2012: $146,360Net Income 2012: $25,8352012Revenue 2013: $178,153Expenses 2013: $147,650Net Income 2013: $30,5032013Revenue 2014: $177,812Expenses 2014: $167,566Net Income 2014: $10,2462014Revenue 2015: $174,473Expenses 2015: $165,576Net Income 2015: $8,8972015Revenue 2016: $170,837Expenses 2016: $166,198Net Income 2016: $4,6392016Revenue 2017: $171,930Expenses 2017: $153,948Net Income 2017: $17,9822017Revenue 2018: $171,888Expenses 2018: $158,703Net Income 2018: $13,1852018Revenue 2020: $186,762Expenses 2020: $167,136Net Income 2020: $19,6262020Revenue 2022: $205,087Expenses 2022: $172,428Net Income 2022: $32,6592022Revenue 2024: $240,141Expenses 2024: $206,699Net Income 2024: $33,4422024

Highlighted filing

2014

Revenue$177,812
Expenses$167,566
Net Income$10,246
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$177,812
Mission and Program Overview

Mission

Provide housing to 24 low income families

Program Services

DescriptionGrantsExpenses
PROVIDE HOUSING TO 24 LOW INCOME FAMILIES-$151,961
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB SCHWEITZERBoard Chair-$0--
GRETCHEN ENGLANDSecretary-$0--
MARYALIS BRINDLEYBoard Member-$0--
LIBBY ESTILLBoard Member-$0--
JENNY LITZINGERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Housing Authority of Augusta
EIN
31-0968995
In Care Of
% FRANKLIN ASSET MANAGEMENT
Phone
5024912422
Address
219 MAIN ST - P O BOX 85, Suite, AUGUSTA, KY 41002

Signing Officer

Name
Gretchen England
Title
Secrretary
Phone
8592233095
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Mayer Sullivan & Stevens Llp
Address
2365 HARRODSBURG RD STE A-100, LEXINGTON, KY 40504-3399
Preparer
Michael G Taylor CPA
Phone
8592233095
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OPERATING AND MAINTENANCE Amount:24511”

Form 990EZ Part I Line 16

“Description:UTILITIES Amount:18346”

Form 990EZ Part I Line 16

“Description:MANAGEMENT FEES Amount:11880”

Form 990EZ Part I Line 16

“Description:ADMINISTRATIVE FEES Amount:2730”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:6038”

Form 990EZ Part II Line 24

“Description:RESERVE FOR REPLACEMENTS BOY Amount:32644 EOY Amount:32506”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FRANKLIN ASSET MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum05024912422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02509 PLANTSIDE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040299
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010246
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03725
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096024
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0177812
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LandAndBuildingsGrp/BOYAmt029585
IRS990EZ/LandAndBuildingsGrp/EOYAmt038211
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-239996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-229750
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-239996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-229750
IRS990EZ/OccupancyRentUtltsAndMaintAmt02030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB SCHWEITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRETCHEN ENGLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYALIS BRINDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIBBY ESTILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNY LITZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041770
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041053
IRS990EZ/OtherExpensesTotalAmt0133167
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING TO 24 LOW INCOME FAMILIES
IRS990EZ/ProgramServiceRevenueAmt0177778
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING TO 24 LOW INCOME FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0151961
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028644
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0347422
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0325774
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0167566
IRS990EZ/TotalProgramServiceExpensesAmt0151961
IRS990EZ/TotalRevenueAmt0177812
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OPERATING AND MAINTENANCE Amount:24511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:UTILITIES Amount:18346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:MANAGEMENT FEES Amount:11880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:ADMINISTRATIVE FEES Amount:2730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:INSURANCE Amount:6038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:RESERVE FOR REPLACEMENTS BOY Amount:32644 EOY Amount:32506
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN ENGLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08592233095
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSING AUTHORITY OF AUGUSTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA MARY INGLES MANOR APARTMENTS
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0310968995
ReturnHeader/Filer/InCareOfNm0% FRANKLIN ASSET MANAGEMENT
ReturnHeader/Filer/PhoneNum05024912422
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 MAIN ST - P O BOX 85
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER MAYER SULLIVAN & STEVENS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02365 HARRODSBURG RD STE A-100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0405043399
ReturnHeader/PreparerPersonGrp/PhoneNum08592233095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G TAYLOR CPA
ReturnHeader/ReturnTs02015-05-09T17:54:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,024
Liabilities
$325,774
Net assets
-$229,750
Revenue
$177,812
Expenses
$167,566
Net income
$10,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$1.57$0.75$2.40$2.07$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.89$0.93$2.05$1.72$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$2.24$1.38$1.87$1.67$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.75$2.60$1.85$1.72$1.59$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$2.74$1.98$1.72$1.54$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$2.91$2.16$1.71$1.66$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.88$3.09$2.21$1.74$1.66$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.96$3.26$2.30$1.78$1.68$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.07$3.47$2.40$1.78$1.48$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$3.62$2.70$1.72$1.46$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$3.77$2.96$1.66$1.49$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits