Civic Intelligence

Oak Hill Manor Housing Inc.

990 • Fiscal year 2017 • EIN 31-1401049

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

3409 East Broad StreetColumbus, OH 43213

(614) 452-4184

Siviq Scores

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

Liabilities / Assets

97th percentile

1.62x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

4.14x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$109,339

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,311,301

Up $41,579 (+3.3%) from 2016

Net Assets

Up

-$815,925

Up $31,294 (+3.7%) from 2016

Liabilities

Up

$2,127,226

Up $10,285 (+0.5%) from 2016

Revenue

Up

$513,895

Up $69,651 (+16%) from 2016

Expenses

Up

$482,601

Up $116,628 (+32%) from 2016

Net Income

Down

$31,294

Down $46,977 (-60%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $1,350,335Liabilities 2011: $2,179,915Net Assets 2011: -$829,5802011Assets 2012: $1,308,020Liabilities 2012: $2,178,845Net Assets 2012: -$870,8252012Assets 2013: $1,271,255Liabilities 2013: $2,195,960Net Assets 2013: -$924,7052013Assets 2014: $1,248,503Liabilities 2014: $2,251,813Net Assets 2014: -$1,003,3102014Assets 2015: $1,209,738Liabilities 2015: $2,135,228Net Assets 2015: -$925,4902015Assets 2016: $1,269,722Liabilities 2016: $2,116,941Net Assets 2016: -$847,2192016Assets 2017: $1,311,301Liabilities 2017: $2,127,226Net Assets 2017: -$815,9252017Assets 2018: $1,281,860Liabilities 2018: $2,206,712Net Assets 2018: -$924,8522018Assets 2019: $1,442,592Liabilities 2019: $2,252,551Net Assets 2019: -$809,9592019Assets 2020: $1,407,728Liabilities 2020: $2,162,889Net Assets 2020: -$755,1612020Assets 2021: $1,365,573Liabilities 2021: $2,131,231Net Assets 2021: -$765,6582021Assets 2022: $1,384,753Liabilities 2022: $2,184,132Net Assets 2022: -$799,3792022Assets 2023: $1,299,850Liabilities 2023: $2,143,407Net Assets 2023: -$843,5572023Assets 2024: $1,190,533Liabilities 2024: $2,154,707Net Assets 2024: -$964,1742024

Highlighted filing

2017

Assets$1,311,301
Liabilities$2,127,226
Net Assets-$815,925

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $212,3732011Expenses 2012: $260,5632012Revenue 2013: $219,417Expenses 2013: $273,297Net Income 2013: -$53,8802013Revenue 2014: $249,797Expenses 2014: $328,402Net Income 2014: -$78,6052014Revenue 2015: $427,876Expenses 2015: $350,056Net Income 2015: $77,8202015Revenue 2016: $444,244Expenses 2016: $365,973Net Income 2016: $78,2712016Revenue 2017: $513,895Expenses 2017: $482,601Net Income 2017: $31,2942017Revenue 2018: $510,969Expenses 2018: $619,896Net Income 2018: -$108,9272018Revenue 2019: $514,429Expenses 2019: $399,536Net Income 2019: $114,8932019Revenue 2020: $522,746Expenses 2020: $467,948Net Income 2020: $54,7982020Revenue 2021: $545,813Expenses 2021: $556,310Net Income 2021: -$10,4972021Revenue 2022: $513,927Expenses 2022: $547,648Net Income 2022: -$33,7212022Revenue 2023: $510,961Expenses 2023: $555,139Net Income 2023: -$44,1782023Revenue 2024: $515,955Expenses 2024: $636,572Net Income 2024: -$120,6172024

Highlighted filing

2017

Revenue$513,895
Expenses$482,601
Net Income$31,294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$513,895
Mission and Program Overview

Mission

To provide elderly and handicapped persons with housing facilities and services specifically designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living.

To provide affordable accessible housing to the elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,049,575$1,108,137▲ $58,562
Cash and Non-Interest-Bearing Accounts$28,165$78,846▲ $50,681
Prepaid Expenses and Deferred Charges$2,413$4,881▲ $2,468
Accounts Receivable$11,804$3,351▼ $8,453
Total Assets$1,269,722$1,311,301▲ $41,579
Other Assets Total$177,765$116,086▼ $61,679
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,062,400$2,062,400→ $0
Accounts Payable and Accrued Expenses$42,498$52,493▲ $9,995
Other Liabilities$12,043$12,333▲ $290
Total Liabilities$2,116,941$2,127,226▲ $10,285
Net Assets / Fund Balance
Unrestricted Net Assets$-847,219$-815,925▲ $31,294
Total Net Assets Fund Balance$-847,219$-815,925▲ $31,294
Total Liabilities and Net Assets / Fund Balance$1,269,722$1,311,301▲ $41,579

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,028,760$1,156,045$2,184,805
Equipment$35,714$63,545$99,259
Land$42,500-$42,500
Other Land Buildings$1,163$522$1,685
Other Assets Org$85,131--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Celia KendallCEO$109,339$109,339

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$371,459
Program Service Revenue
$139,105
Investment Income
$562
Other Revenue
$2,769
Change in Net Assets
$31,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$513,895
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$513,895
Total Revenue per Form 990
$513,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$482,601
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
Occupancy$85,314--$85,314
Depreciation Depletion$66,438--$66,438
Fees for Services Management-$19,560-$19,560
Office Expenses$12,024--$12,024
All Other Expenses$10,589--$10,589
Conferences and Meetings$10,155--$10,155
Fees for Services Accounting$7,264--$7,264
Insurance$6,756--$6,756
Advertising$1,676--$1,676
Other Expenses$314--$314
Fees for Services Legal$244--$244
Total Functional Expenses$463,041$19,560$0$482,601

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$482,601
Total Expenses per Audited Statements$482,601
Total Expenses per Form 990$482,601
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$12,333
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

Michael noble & celia kendall - family relationship.

Form 990, Part VI, Section A, Line 3

Beacon 360 management and its employees oversee and manage day-to-day operations of the organization. All major decisions are discussed and approved by the board of trustees before they are carried out. Celia kendall acts as ceo for the organization and was paid $109,339 for the year to manage all organizations managed by beacon.

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

The finance committee reviews the draft of the 990 and makes suggestions/recommendations to the board. All board members are provided with a copy of the entire 990 before it is filed with the irs.

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

All principals sign coi policies annually at each communities annual board meeting. New board members are required to disclose any potential conflicts prior to admission, and ongoing education on relationships/transactions that could pose potential conflict is integrated annual board training sessions.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Oak Hill Manor Housing Inc
EIN
31-1401049
Phone
6144524184
Address
3409 EAST BROAD STREET, COLUMBUS, OH 43213

Signing Officer

Name
Celia Kendall
Title
CEO
Phone
6144524184
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Celia Kendall
Formed
1994
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Tidwell Group LLC
Address
4249 EASTON WAY STE 210, COLUMBUS, OH 43219
Preparer
Chadd Weisert Jd
Phone
6145281465
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

No provision or benefit for income taxes has been included in these financial statements since the corporation was organized as a not-for-profit corporation and has secured tax exempt status under section 501(c)(3) of the internal revenue code. The corporation accounts for uncertainty in income taxes in accordance with accounting standards codification for income taxes. This interpretation prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. This interpretation also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The corporation determined that all income tax filing positions would be sustained upon examination and accordingly, has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of december 31, 2017 and 2016.

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IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02769
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02769
IRS990/OtherRevenueTotalAmt02769
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04881
IRS990/PrincipalOfficerNm0CELIA KENDALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0139105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0139105
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0287343
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0301
IRS990/PYOtherExpensesAmt0365973
IRS990/PYOtherRevenueAmt02045
IRS990/PYProgramServiceRevenueAmt0154555
IRS990/PYRevenuesLessExpensesAmt078271
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0365973
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0444244
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt031294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0141874
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0371459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0287343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0658802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01098
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0139105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0154555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0427713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0249791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0218319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01189483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0562
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02130
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02769
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02045
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04814
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77860
IRS990ScheduleA/PublicSupportPY509Pct00.72610
IRS990ScheduleA/PublicSupportTotal509Amt01444455
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0188600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0195350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt019880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0403830
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0188600
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0195350
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt019880
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0403830
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0510564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0441898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0427713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0249791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0218319
IRS990ScheduleA/Total509Grp/TotalAmt01848285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0513895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0444244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0427876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0249797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01855229
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01028760
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01156045
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02184805
IRS990ScheduleD/EquipmentGrp/BookValueAmt035714
IRS990ScheduleD/EquipmentGrp/DepreciationAmt063545
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt099259
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0482601
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt042500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt042500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014696
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt116259
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt285131
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01163
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0522
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01685
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0513895
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS SINCE THE CORPORATION WAS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS SECURED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION FOR INCOME TAXES. THIS INTERPRETATION PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE CORPORATION DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01108137
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0116086
IRS990ScheduleD/TotalExpensesPerForm990Amt0482601
IRS990ScheduleD/TotalLiabilityAmt012333
IRS990ScheduleD/TotalRevenuePerForm990Amt0513895
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0513895
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0482601
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL NOBLE & CELIA KENDALL - FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEACON 360 MANAGEMENT AND ITS EMPLOYEES OVERSEE AND MANAGE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION. ALL MAJOR DECISIONS ARE DISCUSSED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE THEY ARE CARRIED OUT. CELIA KENDALL ACTS AS CEO FOR THE ORGANIZATION AND WAS PAID $109,339 FOR THE YEAR TO MANAGE ALL ORGANIZATIONS MANAGED BY BEACON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE DRAFT OF THE 990 AND MAKES SUGGESTIONS/RECOMMENDATIONS TO THE BOARD. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE ENTIRE 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL PRINCIPALS SIGN COI POLICIES ANNUALLY AT EACH COMMUNITIES ANNUAL BOARD MEETING. NEW BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS PRIOR TO ADMISSION, AND ONGOING EDUCATION ON RELATIONSHIPS/TRANSACTIONS THAT COULD POSE POTENTIAL CONFLICT IS INTEGRATED ANNUAL BOARD TRAINING SESSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0020634747
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROPERTY MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BEACON 360 MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03409 E BROAD STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$2.15$0.96$0.52$0.64$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$2.14$0.84$0.51$0.56$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.38$2.18$0.80$0.51$0.55$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.37$2.13$0.77$0.55$0.56$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.41$2.16$0.76$0.52$0.47$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$2.25$0.81$0.51$0.40$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.28$2.21$0.92$0.51$0.62$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.31$2.13$0.82$0.51$0.48$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$2.12$0.85$0.44$0.37$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$2.14$0.93$0.43$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.25$2.25$1.00$0.25$0.33$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.27$2.20$0.92$0.22$0.27$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$2.18$0.87$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$2.18$0.83$0.21