Civic Intelligence

Immacolata Manor Homes Inc

EIN 31-1735305 • 501(c)3 • Liberty, MO

Profile

The project consists of four group homes located in liberty, missouri for persons with developmental disabilities. The homes were constructed from funds provided by a capital advance under section 811 of the national affordable housing act and are regulated by the u.s. Department of housing and urban development.

2135 Manor WayLiberty, MO 64068

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-1.9%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k 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

40th percentile

-9.0%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$468,346

Down $75,852 (-14%) from 2024

Liabilities

Down

$4,398

Down $73,151 (-94%) from 2024

Net Assets

Down

$463,948

Down $2,701 (-0.6%) from 2024

Revenue

Up

$144,914

Up $26,243 (+22%) from 2024

Expenses

Up

$147,617

Up $10,425 (+7.6%) from 2024

Net Income

Up

-$2,703

Up $15,818 (+85%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $996,606Liabilities 2013: $19,537Net Assets 2013: $977,0692013Assets 2014: $934,297Liabilities 2014: $18,207Net Assets 2014: $916,0902014Assets 2015: $884,640Liabilities 2015: $17,121Net Assets 2015: $867,5192015Assets 2016: $847,690Liabilities 2016: $32,798Net Assets 2016: $814,8922016Assets 2017: $807,896Liabilities 2017: $11,181Net Assets 2017: $796,7152017Assets 2018: $764,763Liabilities 2018: $6,991Net Assets 2018: $757,7722018Assets 2019: $740,514Liabilities 2019: $33,110Net Assets 2019: $707,4042019Assets 2020: $701,112Liabilities 2020: $63,522Net Assets 2020: $637,5902020Assets 2021: $647,795Liabilities 2021: $54,120Net Assets 2021: $593,6752021Assets 2022: $619,735Liabilities 2022: $62,530Net Assets 2022: $557,2052022Assets 2023: $564,949Liabilities 2023: $79,779Net Assets 2023: $485,1702023Assets 2024: $544,198Liabilities 2024: $77,549Net Assets 2024: $466,6492024Assets 2025: $468,346Liabilities 2025: $4,398Net Assets 2025: $463,9482025

Highlighted filing

2025

Assets$468,346
Liabilities$4,398
Net Assets$463,948

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $114,4632013Revenue 2014: $71,284Expenses 2014: $123,708Net Income 2014: -$52,4242014Revenue 2015: $68,131Expenses 2015: $116,702Net Income 2015: -$48,5712015Revenue 2016: $68,134Expenses 2016: $120,761Net Income 2016: -$52,6272016Revenue 2017: $94,146Expenses 2017: $112,323Net Income 2017: -$18,1772017Revenue 2018: $77,403Expenses 2018: $116,346Net Income 2018: -$38,9432018Revenue 2019: $71,012Expenses 2019: $121,380Net Income 2019: -$50,3682019Revenue 2020: $86,233Expenses 2020: $156,047Net Income 2020: -$69,8142020Revenue 2021: $92,912Expenses 2021: $136,827Net Income 2021: -$43,9152021Revenue 2022: $98,623Expenses 2022: $135,093Net Income 2022: -$36,4702022Revenue 2023: $111,201Expenses 2023: $183,236Net Income 2023: -$72,0352023Revenue 2024: $118,671Expenses 2024: $137,192Net Income 2024: -$18,5212024Revenue 2025: $144,914Expenses 2025: $147,617Net Income 2025: -$2,7032025

Highlighted filing

2025

Revenue$144,914
Expenses$147,617
Net Income-$2,703

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$144,914
Mission and Program Overview

Mission

The project consists of four group homes located in liberty, missouri for persons with developmental disabilities. The homes were constructed from funds provided by a capital advance under section 811 of the national affordable housing act and are regulated by the u.s. Department of housing and urban development.

To provide low-income housing for individuals with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$423,597$397,074▼ $26,523
Savings and Temporary Cash Investments$105,038$53,796▼ $51,242
Cash and Non-Interest-Bearing Accounts$12,041$13,763▲ $1,722
Total Assets$544,198$468,346▼ $75,852
Other Assets Total$3,522$3,713▲ $191
Liabilities
Unsecured Notes Loans Payable$73,182--
Other Liabilities$3,162$3,352▲ $190
Accounts Payable and Accrued Expenses$1,205$1,046▼ $159
Total Liabilities$77,549$4,398▼ $73,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$466,649$463,948▼ $2,701
Total Net Assets Fund Balance$466,649$463,948▼ $2,701
Total Liabilities and Net Assets / Fund Balance$544,198$468,346▼ $75,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$346,478$908,009$1,254,487
Land$50,596-$50,596
Other Land Buildings-$29,899$29,899
Equipment-$28,489$28,489
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alisa FordChair
Matt EckertVice Chair
Andy ProtzmanDirector
Eric JohnsonDirector
Katie CarolusDirector
Kayla CurielDirector
Kelly NarowskiDirector
Lolita McshannDirector
Luke GuettermannDirector
Matt DorityDirector
Sayard ParrishDirector
Julie EdlundCEO
Jack FrySecretary
Brian MallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,141
Program Service Revenue
$94,222
Investment Income
$551
Other Revenue
$0
Change in Net Assets
$-2,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,914
Total Revenue per Audited Statements
$144,914
Total Revenue per Form 990
$144,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,417
Salaries, Compensation, and Employee Benefits$25,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$40,595--$40,595
Depreciation Depletion$40,278--$40,278
Other Salaries and Wages-$25,200-$25,200
Insurance$14,739--$14,739
Fees for Services Management-$12,899-$12,899
Fees for Services Accounting-$9,525-$9,525
Other Expenses$1,125$3,256-$1,125
Total Functional Expenses$96,737$50,880$0$147,617

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$147,617
Total Expenses per Audited Statements$147,617
Total Expenses per Form 990$147,617
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
Tenant Security Deposits$3,352
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by the project's public accounting firm and is reviewed by the project's management. The form 990 is made available to all board members prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Board members are required to disclose their status with regard to potential conflicts. Board members do not participate in discussions or voting in situations where they are conflicted.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Immacolata Manor Homes Inc
EIN
31-1735305
Phone
8167814332
Address
2135 MANOR WAY, LIBERTY, MO 64068

Signing Officer

Name
Julie Edlund
Title
CEO
Phone
8164743026
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alisa Ford
Formed
2000
Legal Domicile
Mo
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Hood Professional Services LLC
Address
1201 WINCHESTER DR, SEDALIA, MO 65301
Preparer
Patricia Thompson
Phone
9187477000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The project consists of four group homes located in liberty, missouri for persons with developmental disabilities. The homes were constructed from funds provided by a capital advance under section 811 of the national affordable housing act and are regulated by the u.s. Department of housing and urban development.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0214081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0551
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0434
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt094222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0350160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0801
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02080
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99630
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt0564241
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092765
IRS990ScheduleA/Total509Grp/TotalAmt0564241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0144914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098623
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0566321
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0908009
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01254487
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028489
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028489
IRS990ScheduleD/ExpensesSubtotalAmt0147617
IRS990ScheduleD/LandGrp/BookValueAmt050596
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050596
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029899
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029899
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03352
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0144914
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0397074
IRS990ScheduleD/TotalExpensesPerForm990Amt0147617
IRS990ScheduleD/TotalLiabilityAmt03352
IRS990ScheduleD/TotalRevenuePerForm990Amt0144914
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0144914
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0147617
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROJECT CONSISTS OF FOUR GROUP HOMES LOCATED IN LIBERTY, MISSOURI FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THE HOMES WERE CONSTRUCTED FROM FUNDS PROVIDED BY A CAPITAL ADVANCE UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT AND ARE REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE PROJECT'S PUBLIC ACCOUNTING FIRM AND IS REVIEWED BY THE PROJECT'S MANAGEMENT. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE THEIR STATUS WITH REGARD TO POTENTIAL CONFLICTS. BOARD MEMBERS DO NOT PARTICIPATE IN DISCUSSIONS OR VOTING IN SITUATIONS WHERE THEY ARE CONFLICTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0468346
IRS990/TotalAssetsGrp/BOYAmt0544198
IRS990/TotalAssetsGrp/EOYAmt0468346
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050141
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050880
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096737
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147617
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077549
IRS990/TotalLiabilitiesEOYAmt04398
IRS990/TotalLiabilitiesGrp/BOYAmt077549
IRS990/TotalLiabilitiesGrp/EOYAmt04398
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0466649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0463948
IRS990/TotalProgramServiceExpensesAmt096737
IRS990/TotalProgramServiceRevenueAmt094222
IRS990/TotalRevenueGrp/ExclusionAmt0551
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144914
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0544198
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0468346
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt073182
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE EDLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08164743026
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IMMACOLATA MANOR HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0IMMA
ReturnHeader/Filer/EIN0311735305
ReturnHeader/Filer/PhoneNum08167814332
ReturnHeader/Filer/USAddress/AddressLine1Txt02135 MANOR WAY
ReturnHeader/Filer/USAddress/CityNm0LIBERTY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064068
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882904487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD PROFESSIONAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 WINCHESTER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEDALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065301
ReturnHeader/PreparerPersonGrp/PhoneNum09187477000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA THOMPSON
ReturnHeader/ReturnTs02025-11-11T12:40:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30

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