Civic Intelligence

Mercy Siena Springs II

990 • Fiscal year 2010 • EIN 31-1591780

Jan 01, 2010 to Dec 31, 2010 • Filed on Oct 18, 2011

Organization ProfileWWW.MERCYHOUSING.ORG
615 Elsinore Place45202
Siviq Scores

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

Liabilities / Assets

37th percentile

0.06x

Higher debt load relative to assets than 37% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets37th percentile

Assets

$1,958,379

No earlier filing loaded for comparison.

Net Assets

$1,847,899

No earlier filing loaded for comparison.

Liabilities

$110,480

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$289,172

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,958,379Liabilities 2010: $110,480Net Assets 2010: $1,847,8992010Assets 2011: $1,946,503Liabilities 2011: $120,855Net Assets 2011: $1,825,6482011Assets 2012: $1,928,863Liabilities 2012: $141,763Net Assets 2012: $1,787,1002012Assets 2014: $1,997,461Liabilities 2014: $103,674Net Assets 2014: $1,893,7872014Assets 2015: $1,938,834Liabilities 2015: $118,140Net Assets 2015: $1,820,6942015Assets 2016: $1,921,371Liabilities 2016: $102,144Net Assets 2016: $1,819,2272016Assets 2017: $1,878,893Liabilities 2017: $92,291Net Assets 2017: $1,786,6022017Assets 2018: $1,847,003Liabilities 2018: $109,115Net Assets 2018: $1,737,8882018Assets 2019: $1,837,809Liabilities 2019: $108,121Net Assets 2019: $1,729,6882019Assets 2020: $1,778,244Liabilities 2020: $101,178Net Assets 2020: $1,677,0662020Assets 2021: $1,752,071Liabilities 2021: $117,712Net Assets 2021: $1,634,3592021Assets 2022: $1,660,521Liabilities 2022: $105,059Net Assets 2022: $1,555,4622022Assets 2023: $1,633,003Liabilities 2023: $93,289Net Assets 2023: $1,539,7142023Assets 2024: $1,626,792Liabilities 2024: $121,685Net Assets 2024: $1,505,1072024

Highlighted filing

2010

Assets$1,958,379
Liabilities$110,480
Net Assets$1,847,899
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $289,1722010Expenses 2011: $284,5822011Expenses 2012: $323,8482012Revenue 2014: $294,201Expenses 2014: $344,069Net Income 2014: -$49,8682014Revenue 2015: $271,314Expenses 2015: $344,407Net Income 2015: -$73,0932015Revenue 2016: $330,489Expenses 2016: $331,956Net Income 2016: -$1,4672016Revenue 2017: $324,989Expenses 2017: $357,614Net Income 2017: -$32,6252017Revenue 2018: $325,575Expenses 2018: $374,289Net Income 2018: -$48,7142018Revenue 2019: $382,851Expenses 2019: $391,051Net Income 2019: -$8,2002019Revenue 2020: $340,162Expenses 2020: $392,784Net Income 2020: -$52,6222020Revenue 2021: $340,054Expenses 2021: $382,761Net Income 2021: -$42,7072021Revenue 2022: $336,815Expenses 2022: $415,712Net Income 2022: -$78,8972022Revenue 2023: $347,857Expenses 2023: $363,605Net Income 2023: -$15,7482023Revenue 2024: $358,441Expenses 2024: $393,048Net Income 2024: -$34,6072024

Highlighted filing

2010

Revenue-
Expenses$289,172
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Oct 18, 2011
Return Version
2010v3.4
Gross Receipts
$272,534
Mission and Program Overview

Mission

Mercy siena springs ii, an ohio not-for-profit corporation, was organized to construct, own and operate a 35 unit apartment community in dayton, ohio, known as siena springs ii, pursuant to section 202 of the national housing act, as amended.

Filing and Contact Details

Filer

EIN
31-1591780
Raw XML AppendixShowing 400 of 2,182 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE CORPORATION ADOPTED THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, WHICH PROVIDES GUIDANCE FOR HOW UNCERTAIN INCOME TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE CORPORATION IS REQUIRED TO EVALUATE THE INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITY. THE CORPORATION HAS DETERMINED THAT THE APPLICATION OF THE INCOME TAXES STANDARD DOES NOT IMPACT THE OPERATIONS OF THE CORPORATION AND THAT NO PROVISION FOR INCOME TAX IS REQUIRED IN THE CORPORATION'S FINANCIAL STATEMENTS. THERE HAS BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE INCOME STATEMENT OR BALANCE SHEET FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009. AS OF DECEMBER 31, 2010, THE FOLLOWING FEDERAL AND STATE OF OHIO TAX YEARS REMAIN OPEN -- DECEMBER 31, 2007 THROUGH 2010.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE CHP SERP PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTIVELY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHANGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMINATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDING. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS AFTER TERMINATION OF EMPLOYMENT. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: JAMES GRAVELL $111,170. THE CHP RETENTION PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES EMPLOYMENT CONTINUATION INCENTIVES TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST AND CEASE TO RECEIVE CREDITS AFTER 5 YEARS OF PLAN PARTICIPATION PROVIDED THEY REMAIN EMPLOYED. VESTING AND CESSATION OF CREDITS OCCUR EARLIER FOR DEATH OR TOTAL DISABILITY WHILE EMPLOYED, INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHANGE IN CONTROL OF THE ORGANIZATION, OR, FOR CERTAIN PARTICIPANTS, UPON BEING OFFERED A SPECIFIED PROMOTION. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS UPON VESTING. AMOUNTS INCLUDABLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO RETENTION PLAN PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: JAMES GRAVELL $0. THE MHP EXECUTIVE BENEFIT PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES EMPLOYMENT CONTINUATION INCENTIVES TO ALL EXECUTIVE COUNCIL MEMBERS. IT PROVIDES ANNUAL CREDITS OF A SPECIFIED PERCENTAGE OF COMPENSATION. A BENEFIT IS CALCULATED FOR ANY INDIVIDUAL WHOSE COMPENSATION IS LIMITED IN THE QUALIFIED CASH BALANCE PLAN DUE TO INCOME WHICH EXCEEDS THE IRS MAXIMUM. THE BENEFIT IS BASED UPON FORM W-2 COMPENSATION AND IS EQUAL TO THE AMOUNT EXCLUDED FROM THE QUALIFIED PLAN. PARTICIPANTS MUST COMPLETE A TWO TIERED VESTING PROVISION. PARTICIPANTS MUST BE VESTED UNDER THE BASE QUALIFIED PLAN AND MUST COUNT 24 MONTHS AFTER TERMINATION DURING WHICH THEY DO NOT COMPETE WITH MERCY HEALTH PARTNERS OF SOUTHWEST OHIO. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO EXECUTIVE BENEFIT PLAN PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: BRIAN FORSCHNER $0.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1THE COMPENSATION OF THE CHIEF EXECUTIVE INDIVIDUAL IS DETERMINED BY CATHOLIC HEALTH PARTNERS, A RELATED TAX-EXEMPT ORGANIZATION. A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ARE USED TO DETERMINE THIS INDIVIDUAL'S COMPENSATION.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0BRIAN FORSCHNER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1BECKY DODSON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2JAMES GRAVELL
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IRS990ScheduleO/GeneralExplanation/Explanation0SIENA SPRINGS II IS MANAGED BY MERCY SERVICES CORPORATION, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. MERCY SERVICE CORPORATION HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED MERCY SERVICES CORPORATION TO MANAGE THE SIENA SPRINGS II APARTMENT COMMUNITY. PRIOR TO OCTOBER 1, 2008, THE PROJECT WAS MANAGED BY MERCY SENIOR HEALTH PARTNERS, AN AFFILIATE OF CATHOLIC HEALTH PARTNERS. THIS MANAGEMENT AGENT WAS ALSO A HUD APPROVED MANAGEMENT AGENT.
IRS990ScheduleO/GeneralExplanation/Explanation1CATHOLIC HEALTH PARTNERS IS THE SOLE MEMBER.
IRS990ScheduleO/GeneralExplanation/Explanation2CATHOLIC HEALTH PARTNERS IS THE SOLE MEMBER AND ELECTS ALL MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3CERTAIN MATTERS REQUIRE APPROVAL OF CATHOLIC HEALTH PARTNERS CORPORATE MEMBER, CATHOLIC HEALTH PARTNERS GOVERNING BODY, OR CATHOLIC HEALTH PARTNERS CEO. THE REGULATIONS OF THE ORGANIZATION DESCRIBE THE LEVEL OF APPROVAL REQUIRED FOR VARIOUS DECISIONS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 (BASED UPON INFORMATION PROVIDED BY THE ORGANIZATION AND REVIEWED BY THE CORPORATE TAX DIRECTOR) PROVIDES A COPY OF THE RETURN TO BE REVIEWED BY MANAGEMENT AND THE CORPORATE TAX DIRECTOR. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation5EACH YEAR TRUSTEES COMPLETE A CONFLICT OF INTEREST STATEMENT AND IT IS APPROVED BY THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE (ACRC) AT CATHOLIC HEALTH PARTNERS. ANY CONFLICTS OF INTEREST THAT OCCUR DURING THE YEAR ARE REQUIRED TO BE BROUGHT TO THE ATTENTION OF THE ACRC AT CATHOLIC HEALTH PARTNERS.
IRS990ScheduleO/GeneralExplanation/Explanation6THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE CATHOLIC HEALTH PARTNERS WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation7ALL OF THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A PERFORM SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO THEIR HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS AND TYPE OF WORK PERFORMED.
IRS990ScheduleO/GeneralExplanation/Explanation8THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM.
IRS990ScheduleO/GeneralExplanation/Explanation9THE COMPENSATION OF THE CHIEF EXECUTIVE INDIVIDUAL IS DETERMINED BY CATHOLIC HEALTH PARTNERS, A RELATED TAX-EXEMPT ORGANIZATION. A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ARE USED TO DETERMINE THIS INDIVIDUAL'S COMPENSATION.

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,958,379
Liabilities
$110,480
Net assets
$1,847,899
Revenue
-
Expenses
$289,172
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.12$1.51$0.36$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.09$1.54$0.35$0.36$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.56$0.34$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.12$1.63$0.34$0.38$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.10$1.68$0.34$0.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.11$1.73$0.38$0.39$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.11$1.74$0.33$0.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.09$1.79$0.32$0.36$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.10$1.82$0.33$0.33$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.12$1.82$0.27$0.34$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.10$1.89$0.29$0.34$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.14$1.79$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.12$1.83$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.11$1.85$0.29