Civic Intelligence

Lourexis Inc.

990 • Fiscal year 2014 • EIN 34-1401768

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 05, 2015

5111 Hector Avenue44127

(216) 883-7001

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.08x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

3.09x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

20th percentile

-4.8%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$2,337,860

Down $116,960 (-4.8%) from 2013

Net Assets

Down

-$186,721

Down $11,600 (-6.6%) from 2013

Liabilities

Down

$2,524,581

Down $105,360 (-4.0%) from 2013

Revenue

$817,324

No earlier filing loaded for comparison.

Expenses

Down

$828,924

Down $57,380 (-6.5%) from 2013

Net Income

-$11,600

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.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $3,003,908Liabilities 2010: $3,044,172Net Assets 2010: -$40,2642010Assets 2011: $2,639,712Liabilities 2011: $2,747,141Net Assets 2011: -$107,4292011Assets 2012: $2,554,231Liabilities 2012: $2,673,279Net Assets 2012: -$119,0482012Assets 2013: $2,454,820Liabilities 2013: $2,629,941Net Assets 2013: -$175,1212013Assets 2014: $2,337,860Liabilities 2014: $2,524,581Net Assets 2014: -$186,7212014Assets 2015: $2,238,673Liabilities 2015: $2,469,739Net Assets 2015: -$231,0662015Assets 2016: $3,248,058Liabilities 2016: $3,500,181Net Assets 2016: -$252,1232016Assets 2017: $3,140,245Liabilities 2017: $3,224,189Net Assets 2017: -$83,9442017Assets 2018: $3,082,218Liabilities 2018: $3,168,066Net Assets 2018: -$85,8482018Assets 2019: $3,041,800Liabilities 2019: $3,096,407Net Assets 2019: -$54,6072019Assets 2020: $3,046,872Liabilities 2020: $3,060,331Net Assets 2020: -$13,4592020Assets 2021: $3,091,253Liabilities 2021: $2,996,987Net Assets 2021: $94,2662021Assets 2022: $2,959,412Liabilities 2022: $2,941,372Net Assets 2022: $18,0402022Assets 2023: $2,976,647Liabilities 2023: $2,940,711Net Assets 2023: $35,9362023Assets 2024: $2,958,430Liabilities 2024: $2,826,059Net Assets 2024: $132,3712024Assets 2025: $2,914,921Liabilities 2025: $2,572,755Net Assets 2025: $342,1662025

Highlighted filing

2014

Assets$2,337,860
Liabilities$2,524,581
Net Assets-$186,721

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $726,7512010Expenses 2011: $1,132,1802011Expenses 2012: $827,8132012Expenses 2013: $886,3042013Revenue 2014: $817,324Expenses 2014: $828,924Net Income 2014: -$11,6002014Revenue 2015: $811,560Expenses 2015: $855,905Net Income 2015: -$44,3452015Revenue 2016: $809,282Expenses 2016: $830,339Net Income 2016: -$21,0572016Revenue 2017: $1,001,130Expenses 2017: $832,951Net Income 2017: $168,1792017Revenue 2018: $852,385Expenses 2018: $854,289Net Income 2018: -$1,9042018Revenue 2019: $862,819Expenses 2019: $831,578Net Income 2019: $31,2412019Revenue 2020: $887,091Expenses 2020: $845,943Net Income 2020: $41,1482020Revenue 2021: $985,576Expenses 2021: $877,851Net Income 2021: $107,7252021Revenue 2022: $933,069Expenses 2022: $923,464Net Income 2022: $9,6052022Revenue 2023: $947,596Expenses 2023: $929,700Net Income 2023: $17,8962023Revenue 2024: $1,060,385Expenses 2024: $963,950Net Income 2024: $96,4352024Revenue 2025: $1,233,646Expenses 2025: $1,023,851Net Income 2025: $209,7952025

Highlighted filing

2014

Revenue$817,324
Expenses$828,924
Net Income-$11,600
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 5, 2015
Return Version
2013v4.0
Gross Receipts
$817,324
Mission and Program Overview

Mission

To provide subsized housing to low-income senior citizens

To provide subsidized housing to low-income senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,972,445$1,866,225▼ $106,220
Savings and Temporary Cash Investments$351,750$345,928▼ $5,822
Prepaid Expenses and Deferred Charges$12,340$12,091▼ $249
Accounts Receivable$36,044$9,798▼ $26,246
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$2,454,820$2,337,860▼ $116,960
Other Assets Total$81,941$103,518▲ $21,577
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,223,533$2,161,416▼ $62,117
Unsecured Notes Loans Payable$225,000$225,000→ $0
Accounts Payable and Accrued Expenses$158,815$114,958▼ $43,857
Other Liabilities$14,260$14,749▲ $489
Deferred Revenue$8,333$8,458▲ $125
Total Liabilities$2,629,941$2,524,581▼ $105,360
Net Assets / Fund Balance
Temporarily Rstr Net Assets$838,050$750,066▼ $87,984
Unrestricted Net Assets$-1,013,171$-936,787▲ $76,384
Total Net Assets Fund Balance$-175,121$-186,721▼ $11,600
Total Liabilities and Net Assets / Fund Balance$2,454,820$2,337,860▼ $116,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$619,015$1,324,082$1,943,097
Leasehold Improvements$839,143$285,290$1,124,433
Land$275,455-$275,455
Equipment$99,127$141,348$240,475
Other Land Buildings$33,485$40,409$73,894
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frances SmootBoard Chair
Mary Ann GehringerFinance Committee Chair
Lawrence LeamanPresident
James GuzowskiVice Chair
Betty Ann SkrhaTrustee
Javier LopezTrustee
John SkrhaTrustee
Nora McnamaraTrustee
Rev Frank GodicTrustee
Rev Joseph H CallahanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$31,258
Program Service Revenue
$769,153
Investment Income
$629
Other Revenue
$16,284
Change in Net Assets
$-11,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$817,324
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$87,984
Total Revenue per Audited Statements
$905,308
Total Revenue per Form 990
$817,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$758,332
Salaries, Compensation, and Employee Benefits$70,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$197,131--$197,131
Occupancy$167,524--$167,524
Depreciation Depletion$164,825--$164,825
Other Salaries and Wages$26,967$28,727-$55,694
Fees for Services Management-$37,239-$37,239
All Other Expenses$18,561$9,429-$27,990
Insurance$16,450--$16,450
Fees for Services Accounting-$13,420-$13,420
Office Expenses-$11,175-$11,175
Other Expenses$9,529--$9,529
Payroll Taxes$4,120$4,389-$8,509
Other Employee Benefits$3,094$3,295-$6,389
Advertising-$2,575-$2,575
Fees for Services Legal-$234-$234
Total Functional Expenses$718,441$110,483$0$828,924

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$828,924
Total Expenses per Audited Statements$828,924
Total Expenses per Form 990$828,924
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
Tenant Security Deposits$14,749
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 2

John skrha and betty skrha - family relationship

Form 990, Part VI, Section A, Line 3

Millennia housing management company and its employees oversee and manage day-to-day operations of the organization. All significant management decisions are discussed and approved by the board of trustees before they are carried out.

Form 990, Part VI, Section A, Line 7A

Board of trustees is appointed by the st. Alexis hospital association, an ohio non-profit corporation.

Form 990, Part VI, Section B, Line 11

Draft copy of the tax return is reviewed at the board meeting prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon written request

Filing and Contact Details

Filer

EIN
34-1401768
Phone
2168837001

Signing Officer

Name
James T Guzowski
Title
Officer
Phone
2168837001
Signed
2015-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Leaman
Formed
1983
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Preparer
Lori Crow
Phone
4402488787
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

The process for oversight of the audit and selection of an independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has ruled that the corporation qualifies under section 501(c)(3) of the internal revenue code and is, therefore, not subject to tax under present federal income tax laws. The corporation has not been classified as a private foundation within the meaning of section 509(a) and does qualify for deductible contributions as provided in section 170(b)(1)(a)(vi). The corporation implemented the accounting for guidance for uncertainty in income taxes. The corporation's income tax filings are subject to audit by various taxing authorities. The corporation's open audit periods are for the years october 31, 2011 through october 31, 2013. In evaluating the corporation's activities, management believes its position of tax exempt status is appropriate based on current facts and circumstances. Management has assessed that there are no activities unrelated to the purpose of the corporation and therefore no tax is to be recognized. It is the policy of the corporation to include in operating expenses penalties and interest assessed by income taxing authorities. There are no penalties or interest from taxing authorities included in operating expenses for the years ended october 31, 2014 and 2013.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Assets released from restriction 87,984.

Raw XML AppendixShowing 400 of 530 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/OtherLiabilitiesGrp/EOYAmt014749
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REAL ESTATE TAX REFUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt016284
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016284
IRS990/OtherRevenueTotalAmt016284
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028727
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026967
IRS990/OtherSalariesAndWagesGrp/TotalAmt055694
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04389
IRS990/PayrollTaxesGrp/ProgramServicesAmt04120
IRS990/PayrollTaxesGrp/TotalAmt08509
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012340
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012091
IRS990/PrincipalOfficerNm0LAWRENCE LEAMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1TENANT CHARGES & MISC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0765304
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0765304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13849
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SUPPORTIVE SERVICES TO LOW-INCOME SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029835
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050783
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0755
IRS990/PYOtherExpensesAmt0810246
IRS990/PYOtherRevenueAmt022558
IRS990/PYProgramServiceRevenueAmt0756135
IRS990/PYRevenuesLessExpensesAmt0-56073
IRS990/PYSalariesCompEmpBnftPaidAmt076058
IRS990/PYTotalExpensesAmt0886304
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0830231
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11600
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0769153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0351750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0345928
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0253118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0834209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01212614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0629
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0755
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0712
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0769153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0756135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0748791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0767555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0741307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03782941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0629
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0755
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0712
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03539
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016284
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt022558
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023502
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt043554
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt036604
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0142502
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86900
IRS990ScheduleA/PublicSupportPY509Pct00.90880
IRS990ScheduleA/PublicSupportTotal509Amt04468184
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0197120
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0168334
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0161917
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0527371
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0197120
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0168334
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0161917
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0527371
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0800411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0806918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0792037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01020673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01575516
IRS990ScheduleA/Total509Grp/TotalAmt04995555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0817324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0830231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0816194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01065015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01612832
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05141596
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0619015
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01324082
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01943097
IRS990ScheduleD/EquipmentGrp/BookValueAmt099127
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0141348
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0240475
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0828924
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0275455
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0275455
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0839143
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0285290
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01124433
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033485
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt040409
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt087984
IRS990ScheduleD/RevenueNotReportedAmt087984
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0817324
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE CORPORATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. THE CORPORATION HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THE CORPORATION IMPLEMENTED THE ACCOUNTING FOR GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. THE CORPORATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE CORPORATION'S OPEN AUDIT PERIODS ARE FOR THE YEARS OCTOBER 31, 2011 THROUGH OCTOBER 31, 2013. IN EVALUATING THE CORPORATION'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. MANAGEMENT HAS ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE CORPORATION AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE CORPORATION TO INCLUDE IN OPERATING EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN OPERATING EXPENSES FOR THE YEARS ENDED OCTOBER 31, 2014 AND 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASSETS RELEASED FROM RESTRICTION 87,984.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01866225
IRS990ScheduleD/TotalExpensesPerForm990Amt0828924
IRS990ScheduleD/TotalLiabilityAmt014749
IRS990ScheduleD/TotalRevenuePerForm990Amt0817324
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0905308
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0828924
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN SKRHA AND BETTY SKRHA - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MILLENNIA HOUSING MANAGEMENT COMPANY AND ITS EMPLOYEES OVERSEE AND MANAGE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION. ALL SIGNIFICANT MANAGEMENT DECISIONS ARE DISCUSSED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE THEY ARE CARRIED OUT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES IS APPOINTED BY THE ST. ALEXIS HOSPITAL ASSOCIATION, AN OHIO NON-PROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DRAFT COPY OF THE TAX RETURN IS REVIEWED AT THE BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
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 A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.91$2.57$0.34$1.23$1.02$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$2.83$0.13$1.06$0.96$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.94$0.04$0.95$0.93$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$2.94$0.02$0.93$0.92$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$3.00$0.09$0.99$0.88$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.05$3.06$0.01$0.89$0.85$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.04$3.10$0.05$0.86$0.83$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.08$3.17$0.09$0.85$0.85$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.14$3.22$0.08$1.00$0.83$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.25$3.50$0.25$0.81$0.83$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.24$2.47$0.23$0.81$0.86$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.34$2.52$0.19$0.82$0.83$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$2.63$0.18$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$2.67$0.12$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$2.75$0.11$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$3.04$0.04$0.73