Civic Intelligence

University Circle Housing Inc.

990 • Fiscal year 2017 • EIN 34-1229409

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 16, 2018

Organization ProfileWWW.UNIVERSITYCIRCLE.ORG
11501 Mayfield RoadCleveland, OH 44106

(216) 791-5025

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

94th percentile

64%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

317%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$6,339,064

Up $2,485,513 (+64%) from 2016

Net Assets

Up

$6,324,349

Up $3,678,536 (+139%) from 2016

Liabilities

Down

$14,715

Down $1,193,023 (-99%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin92nd percentile

Revenue

Up

$6,561,485

Up $4,988,082 (+317%) from 2016

Expenses

Up

$2,882,949

Up $1,507,604 (+110%) from 2016

Net Income

Up

$3,678,536

Up $3,480,478 (+1757%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,801,119Liabilities 2011: $2,494,212Net Assets 2011: $1,306,9072011Assets 2012: $4,241,442Liabilities 2012: $2,096,654Net Assets 2012: $2,144,7882012Assets 2013: $4,078,806Liabilities 2013: $1,913,040Net Assets 2013: $2,165,7662013Assets 2014: $4,208,914Liabilities 2014: $1,877,860Net Assets 2014: $2,331,0542014Assets 2015: $3,935,569Liabilities 2015: $1,487,814Net Assets 2015: $2,447,7552015Assets 2016: $3,853,551Liabilities 2016: $1,207,738Net Assets 2016: $2,645,8132016Assets 2017: $6,339,064Liabilities 2017: $14,715Net Assets 2017: $6,324,3492017Assets 2018: $6,351,753Liabilities 2018: $14,715Net Assets 2018: $6,337,0382018Assets 2019: $6,256,798Liabilities 2019: $0Net Assets 2019: $6,256,7982019Assets 2020: $6,192,522Liabilities 2020: $1,068Net Assets 2020: $6,191,4542020Assets 2021: $6,192,386Liabilities 2021: $1,868Net Assets 2021: $6,190,5182021Assets 2022: $6,187,434Liabilities 2022: $1,468Net Assets 2022: $6,185,9662022Assets 2023: $6,375,746Liabilities 2023: $0Net Assets 2023: $6,375,7462023Assets 2024: $6,565,476Liabilities 2024: $0Net Assets 2024: $6,565,4762024Assets 2025: $6,554,876Liabilities 2025: $0Net Assets 2025: $6,554,8762025

Highlighted filing

2017

Assets$6,339,064
Liabilities$14,715
Net Assets$6,324,349
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,267,3832011Expenses 2012: $1,542,6032012Expenses 2013: $1,586,3172013Revenue 2014: $1,594,361Expenses 2014: $1,429,073Net Income 2014: $165,2882014Revenue 2015: $1,559,469Expenses 2015: $1,442,768Net Income 2015: $116,7012015Revenue 2016: $1,573,403Expenses 2016: $1,375,345Net Income 2016: $198,0582016Revenue 2017: $6,561,485Expenses 2017: $2,882,949Net Income 2017: $3,678,5362017Revenue 2018: $188,932Expenses 2018: $176,243Net Income 2018: $12,6892018Revenue 2019: $190,000Expenses 2019: $270,240Net Income 2019: -$80,2402019Revenue 2020: $205,055Expenses 2020: $270,399Net Income 2020: -$65,3442020Revenue 2021: $190,000Expenses 2021: $190,936Net Income 2021: -$9362021Revenue 2022: $190,000Expenses 2022: $194,552Net Income 2022: -$4,5522022Revenue 2023: $190,000Expenses 2023: $220Net Income 2023: $189,7802023Revenue 2024: $190,000Expenses 2024: $270Net Income 2024: $189,7302024Revenue 2025: $190,000Expenses 2025: $200,600Net Income 2025: -$10,6002025

Highlighted filing

2017

Revenue$6,561,485
Expenses$2,882,949
Net Income$3,678,536
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 16, 2018
Return Version
2016v3.0
Gross Receipts
$8,721,873
Mission and Program Overview

Mission

To provide subsidized housing for low income senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$6,000,000-
Land, Buildings, and Equipment, Net$2,253,831--
Cash and Non-Interest-Bearing Accounts$213,577$183,591▼ $29,986
Accounts Receivable$104,888$63,918▼ $40,970
Prepaid Expenses and Deferred Charges$41,889--
Savings and Temporary Cash Investments$1,200,572$21,034▼ $1,179,538
Total Assets$3,853,551$6,339,064▲ $2,485,513
Other Assets Total$38,794$70,521▲ $31,727
Liabilities
Mortgage Notes Payable Secured by Investment Property$985,336--
Other Liabilities$38,794$0▼ $38,794
Accounts Payable and Accrued Expenses$176,129$14,715▼ $161,414
Deferred Revenue$7,479--
Total Liabilities$1,207,738$14,715▼ $1,193,023
Net Assets / Fund Balance
Unrestricted Net Assets$1,091,667$6,324,349▲ $5,232,682
Temporarily Rstr Net Assets$1,554,146$0▼ $1,554,146
Total Net Assets Fund Balance$2,645,813$6,324,349▲ $3,678,536
Total Liabilities and Net Assets / Fund Balance$3,853,551$6,339,064▲ $2,485,513
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Father Joseph PrevitePresident
Bruce BattistaBoard Member
Debra K BerryBoard Member
Gail M EovitoBoard Member
Mary E McnamaraBoard Member
Michael Del-zoppoBoard Member
Michael OcchioneroBoard Member
Robin VanlearBoard Member
Jim WaltonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,082,440
Investment Income
$5,479,045
Other Revenue
$0
Change in Net Assets
$3,678,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,000,000
Other Expenses$683,679
Salaries, Compensation, and Employee Benefits$199,270
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,000,000--$2,000,000
Occupancy$182,571--$182,571
Other Salaries and Wages$147,617--$147,617
Depreciation Depletion$126,381--$126,381
Fees for Services Management-$41,647-$41,647
Interest$36,723--$36,723
Insurance$34,909--$34,909
Payroll Taxes$26,773--$26,773
Other Employee Benefits$24,880--$24,880
Fees for Services Accounting-$21,775-$21,775
Office Expenses$15,914--$15,914
Fees for Services Other-$4,781-$4,781
Other Expenses$2,024--$2,024
All Other Expenses-$1,238-$1,238
Advertising$626--$626
Total Functional Expenses$2,813,508$69,441$0$2,882,949
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Lady of the Most Holy Rosary ChurchCleveland, OH501(c)(3)To Further the Mission of the Church.$1,000,000
University Circle IncCleveland, OH501(c)(3)To Help Build the Neighborhood, Produce High-quality Free Public Events, and Offer Educational Programs That Enrich People of All Ages.$1,000,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
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 3

“The finch group and its employees oversee and manage day-to-day operations of the organization. All management decisions are discussed and approved by the board of trustees before they are carried out.”

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

“A copy of the tax return is provided to the officer for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
University Circle Housing Inc
EIN
34-1229409
Phone
2167915025
Address
11501 MAYFIELD ROAD, CLEVELAND, OH 44106

Signing Officer

Name
Jim Walton
Title
Secretary/treasurer
Phone
2167915025
Signed
2018-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Walton
Formed
1977
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Carter & Company Cpas LLC
Address
PO BOX 279, DESTIN, FL 32540
Preparer
Samuel T Boerma
Phone
8506500125
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Providing seller financing to business providing affordable housing to low income seniors.”

Form 990, Part III, Line 3

“Sold the 152 unit apartment complex under section 202 of the national housing act.”

FORM 990, PART V, LINE 2B:

“The organization does not have its own employees and its day-to-day operations are managed by employees of the finch group. The personnel servicing the building consists of the following: property manager, subsidy administrator, service supervisor, two service technicians, service coordinator, and an art therapist.”

Raw XML AppendixShowing 400 of 472 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.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237576
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0973595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3748
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SUPPORTIVE SERVICES TO LOW-INCOME SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035225
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt037576
IRS990/ProgSrvcAccomActy3Grp/Desc0SELLER FINANCING OF 152 UNIT APARTMENT COMPLEX PROVIDING AFFORDABLE HOUSING FOR LOW INCOME SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt070521
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01126
IRS990/PYOtherExpensesAmt01131164
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01572277
IRS990/PYRevenuesLessExpensesAmt0198058
IRS990/PYSalariesCompEmpBnftPaidAmt0244181
IRS990/PYTotalExpensesAmt01375345
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01573403
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03678536
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06452536
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01200572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021034
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt034411
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt022155
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt055992
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0143158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01126
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01997
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02473
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01082440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01572277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01557472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01574819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01589743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07376751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01997
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08703
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017287
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015079
IRS990ScheduleA/OtherIncome509Grp/TotalAmt032366
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97520
IRS990ScheduleA/PublicSupportPY509Pct00.86390
IRS990ScheduleA/PublicSupportTotal509Amt07233593
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt034411
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt022155
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt055992
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0143158
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01082440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01572277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01557472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01574819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01589743
IRS990ScheduleA/Total509Grp/TotalAmt07376751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01083292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01573403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01559469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01594361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01607295
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07417820
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01000000
IRS990ScheduleI/RecipientTable/CashGrantAmt11000000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP BUILD THE NEIGHBORHOOD, PRODUCE HIGH-QUALITY FREE PUBLIC EVENTS, AND OFFER EDUCATIONAL PROGRAMS THAT ENRICH PEOPLE OF ALL AGES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FURTHER THE MISSION OF THE CHURCH.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY CIRCLE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OUR LADY OF THE MOST HOLY ROSARY CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0340823464
IRS990ScheduleI/RecipientTable/RecipientEIN1340757171
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010831 MAGNOLIA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112021 MAYFIELD ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144106
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0LAND, BUILDING
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0NEW ABINGTON ARMS LP
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02017-02-08
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0811693647
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt07638581
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0LIMITED PARTNERSHIP
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt010831 MAGNOLIA DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0CLEVELAND
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd044106
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING SELLER FINANCING TO BUSINESS PROVIDING AFFORDABLE HOUSING TO LOW INCOME SENIORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOLD THE 152 UNIT APARTMENT COMPLEX UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ITS OWN EMPLOYEES AND ITS DAY-TO-DAY OPERATIONS ARE MANAGED BY EMPLOYEES OF THE FINCH GROUP. THE PERSONNEL SERVICING THE BUILDING CONSISTS OF THE FOLLOWING: PROPERTY MANAGER, SUBSIDY ADMINISTRATOR, SERVICE SUPERVISOR, TWO SERVICE TECHNICIANS, SERVICE COORDINATOR, AND AN ART THERAPIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINCH GROUP AND ITS EMPLOYEES OVERSEE AND MANAGE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION. ALL MANAGEMENT DECISIONS ARE DISCUSSED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE THEY ARE CARRIED OUT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE TAX RETURN IS PROVIDED TO THE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART V, LINE 2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01554146
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03853551
IRS990/TotalAssetsEOYAmt06339064
IRS990/TotalAssetsGrp/BOYAmt03853551
IRS990/TotalAssetsGrp/EOYAmt06339064
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,339,064
Liabilities
$14,715
Net assets
$6,324,349
Revenue
$6,561,485
Expenses
$2,882,949
Net income
$3,678,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.00$6.55$0.19$0.20$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.19$0.00$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.19$0.00$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.19$0.19$0.00
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.19$0.19$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.21$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.19$0.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.35$0.01$6.34$0.19$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.34$0.01$6.32$6.56$2.88$3.68
2016Detailed filing. Detailed filing data is available for this year.$3.85$1.21$2.65$1.57$1.38$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.94$1.49$2.45$1.56$1.44$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.21$1.88$2.33$1.59$1.43$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$1.91$2.17$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$2.10$2.14$1.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$2.49$1.31$1.27