Civic Intelligence

Jackson Lane Apartments Incorporated

990 • Fiscal year 2014 • EIN 31-1312988

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 16, 2014

4055 Executive Park Dr45241

(513) 554-4567

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

54th percentile

5.1%

Higher net margin than 54% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$456,609

No earlier filing loaded for comparison.

Net Assets

$415,745

No earlier filing loaded for comparison.

Liabilities

$40,864

No earlier filing loaded for comparison.

Revenue

$98,672

No earlier filing loaded for comparison.

Expenses

$93,666

No earlier filing loaded for comparison.

Net Income

$5,006

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $456,609Liabilities 2014: $40,864Net Assets 2014: $415,7452014Assets 2016: $447,052Liabilities 2016: $31,180Net Assets 2016: $415,8722016Assets 2018: $472,039Liabilities 2018: $29,012Net Assets 2018: $443,0272018Assets 2019: $486,636Liabilities 2019: $29,340Net Assets 2019: $457,2962019Assets 2020: $468,715Liabilities 2020: $45,110Net Assets 2020: $423,6052020Assets 2021: $480,326Liabilities 2021: $83,733Net Assets 2021: $396,5932021Assets 2022: $477,934Liabilities 2022: $112,758Net Assets 2022: $365,1762022Assets 2023: $445,912Liabilities 2023: $143,501Net Assets 2023: $302,4112023Assets 2025: $412,898Liabilities 2025: $140,346Net Assets 2025: $272,5522025

Highlighted filing

2014

Assets$456,609
Liabilities$40,864
Net Assets$415,745

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $98,672Expenses 2014: $93,666Net Income 2014: $5,0062014Revenue 2016: $97,489Expenses 2016: $91,138Net Income 2016: $6,3512016Revenue 2018: $96,591Expenses 2018: $85,121Net Income 2018: $11,4702018Revenue 2019: $98,629Expenses 2019: $84,360Net Income 2019: $14,2692019Revenue 2020: $100,371Expenses 2020: $134,062Net Income 2020: -$33,6912020Revenue 2021: $97,321Expenses 2021: $124,333Net Income 2021: -$27,0122021Revenue 2022: $100,310Expenses 2022: $131,727Net Income 2022: -$31,4172022Revenue 2023: $96,502Expenses 2023: $159,267Net Income 2023: -$62,7652023Revenue 2025: $121,689Expenses 2025: $119,864Net Income 2025: $1,8252025

Highlighted filing

2014

Revenue$98,672
Expenses$93,666
Net Income$5,006
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 16, 2014
Return Version
2013v3.1
Gross Receipts
$98,672
Mission and Program Overview

Mission

To provide facilities & services designed to meet the physical, social and psychological needs for elderly & handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$316,485$300,425▼ $16,060
Accounts Receivable$16,074$18,461▲ $2,387
Cash and Non-Interest-Bearing Accounts$2,473$0▼ $2,473
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$452,518$456,609▲ $4,091
Other Assets Total$117,486$137,723▲ $20,237
Liabilities
Accounts Payable and Accrued Expenses$39,383$38,309▼ $1,074
Other Liabilities$2,373$2,462▲ $89
Deferred Revenue$23$93▲ $70
Total Liabilities$41,779$40,864▼ $915
Net Assets / Fund Balance
Permanently Rstr Net Assets$532,600$532,600→ $0
Unrestricted Net Assets$-121,861$-116,855▲ $5,006
Total Net Assets Fund Balance$410,739$415,745▲ $5,006
Total Liabilities and Net Assets / Fund Balance$452,518$456,609▲ $4,091

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$259,503$243,224$502,727
Land$39,643-$39,643
Other Land Buildings-$4,766$4,766
Equipment$1,279$1,535$2,814
Other Assets Org$2,375--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Constance CrumleyChairperson
Bill IliffBoard Member
Charles BullingtonBoard Member
Gerald BrecheenBoard Member
Kelly WilburnBoard Member
Marsha BirdBoard Member
Blythe PandorfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$98,511
Investment Income
$64
Other Revenue
$97
Change in Net Assets
$5,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,672
Total Revenue per Audited Statements
$98,672
Total Revenue per Form 990
$98,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,993
Salaries, Compensation, and Employee Benefits$18,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$19,560--$19,560
Other Salaries and Wages$7,201$6,865-$14,066
Fees for Services Management-$6,268-$6,268
Fees for Services Accounting$4,873--$4,873
Office Expenses$3,608--$3,608
Insurance$2,596--$2,596
Other Employee Benefits$2,546--$2,546
Payroll Taxes$2,061--$2,061
Other Expenses$1,437--$1,437
All Other Expenses$123--$123
Total Functional Expenses$80,533$13,133$0$93,666

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$93,666
Total Expenses per Audited Statements$93,666
Total Expenses per Form 990$93,666
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits Payable$2,375
Bank Overdraft$87
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 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
Yes

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

EIN
31-1312988
Phone
5135544567

Signing Officer

Name
Scott Boone
Title
President & CEO
Signed
2014-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Lisa M Shawver CPA
Phone
5137335144
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt098511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt097813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0436948
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0419
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt097
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0240
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0534
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016694
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96230
IRS990ScheduleA/PublicSupportPY509Pct00.96170
IRS990ScheduleA/PublicSupportTotal509Amt0436948
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076055
IRS990ScheduleA/Total509Grp/TotalAmt0436948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076703
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0454061
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0259503
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0243224
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0502727
IRS990ScheduleD/EquipmentGrp/BookValueAmt01279
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01535
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02814
IRS990ScheduleD/ExpensesSubtotalAmt093666
IRS990ScheduleD/LandGrp/BookValueAmt039643
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt039643
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0135348
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12375
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04766
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04766
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt098672
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0300425
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0137723
IRS990ScheduleD/TotalExpensesPerForm990Amt093666
IRS990ScheduleD/TotalLiabilityAmt02462
IRS990ScheduleD/TotalRevenuePerForm990Amt098672
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt098672
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt093666
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NEW HOUSING OHIO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311435217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine104055 EXECUTIVE PARK DR STE 125
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode045241
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false

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