Civic Intelligence

Common Wealth Inc.

990 • Fiscal year 2023 • EIN 34-1517533

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
1221 Elm StreetYoungstown, OH 44505

(330) 744-2667

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.29x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$33,456

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

35th percentile

1.6%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$10,124,663

Up $164,057 (+1.6%) from 2022

Net Assets

Up

$9,909,802

Up $173,592 (+1.8%) from 2022

Liabilities

Down

$214,861

Down $9,535 (-4.2%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Down

$729,959

Down $239,777 (-25%) from 2022

Expenses

Up

$556,367

Up $29,929 (+5.7%) from 2022

Net Income

Down

$173,592

Down $269,706 (-61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,339,660Liabilities 2011: $500,833Net Assets 2011: $1,838,8272011Assets 2012: $4,127,637Liabilities 2012: $1,828,917Net Assets 2012: $2,298,7202012Assets 2013: $5,247,446Liabilities 2013: $846,644Net Assets 2013: $4,400,8022013Assets 2014: $5,125,844Liabilities 2014: $1,162,918Net Assets 2014: $3,962,9262014Assets 2015: $5,315,281Liabilities 2015: $1,144,658Net Assets 2015: $4,170,6232015Assets 2016: $5,299,957Liabilities 2016: $1,176,412Net Assets 2016: $4,123,5452016Assets 2017: $4,953,340Liabilities 2017: $1,031,258Net Assets 2017: $3,922,0822017Assets 2018: $3,168,314Liabilities 2018: $520,085Net Assets 2018: $2,648,2292018Assets 2019: $9,782,306Liabilities 2019: $255,341Net Assets 2019: $9,526,9652019Assets 2020: $9,766,359Liabilities 2020: $368,958Net Assets 2020: $9,397,4012020Assets 2021: $9,565,666Liabilities 2021: $272,754Net Assets 2021: $9,292,9122021Assets 2022: $9,960,606Liabilities 2022: $224,396Net Assets 2022: $9,736,2102022Assets 2023: $10,124,663Liabilities 2023: $214,861Net Assets 2023: $9,909,8022023Assets 2024: $9,910,672Liabilities 2024: $296,427Net Assets 2024: $9,614,2452024

Highlighted filing

2023

Assets$10,124,663
Liabilities$214,861
Net Assets$9,909,802
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $413,2692011Expenses 2012: $392,8952012Revenue 2013: $2,726,278Expenses 2013: $644,196Net Income 2013: $2,082,0822013Revenue 2014: $902,126Expenses 2014: $673,526Net Income 2014: $228,6002014Revenue 2015: $1,092,117Expenses 2015: $886,923Net Income 2015: $205,1942015Revenue 2016: $569,337Expenses 2016: $616,389Net Income 2016: -$47,0522016Revenue 2017: $545,175Expenses 2017: $655,549Net Income 2017: -$110,3742017Revenue 2018: $1,090,800Expenses 2018: $605,890Net Income 2018: $484,9102018Revenue 2019: $265,610Expenses 2019: $628,782Net Income 2019: -$363,1722019Revenue 2020: $471,357Expenses 2020: $600,921Net Income 2020: -$129,5642020Revenue 2021: $392,371Expenses 2021: $496,860Net Income 2021: -$104,4892021Revenue 2022: $969,736Expenses 2022: $526,438Net Income 2022: $443,2982022Revenue 2023: $729,959Expenses 2023: $556,367Net Income 2023: $173,5922023Revenue 2024: $208,039Expenses 2024: $503,596Net Income 2024: -$295,5572024

Highlighted filing

2023

Revenue$729,959
Expenses$556,367
Net Income$173,592
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$771,155
Mission and Program Overview

Mission

Organized to provide education.

Organized to provide education, technical assistance, and support services to assist in the development and growth of democratically-owned and managed enterprises and to support efforts to create jobs and assist the local economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,072,764$4,069,490▼ $3,274
Investments Other Securities$1,223,644$1,223,644→ $0
Savings and Temporary Cash Investments$678,067$935,065▲ $256,998
Land, Buildings, and Equipment, Net$1,007,071$916,373▼ $90,698
Cash and Non-Interest-Bearing Accounts$449,455$442,272▼ $7,183
Accounts Receivable$313,736$314,017▲ $281
Prepaid Expenses and Deferred Charges$613$613→ $0
Total Assets$9,960,606$10,124,663▲ $164,057
Other Assets Total$2,215,256$2,223,189▲ $7,933
Liabilities
Other Liabilities$89,580$92,373▲ $2,793
Unsecured Notes Loans Payable$93,896$83,875▼ $10,021
Accounts Payable and Accrued Expenses$40,920$38,613▼ $2,307
Total Liabilities$224,396$214,861▼ $9,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,736,210$9,909,802▲ $173,592
Total Net Assets Fund Balance$9,736,210$9,909,802▲ $173,592
Total Liabilities and Net Assets / Fund Balance$9,960,606$10,124,663▲ $164,057

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$358,048$282,206-
Other Land Buildings$51,803$22,397-
Land$114,011--
Equipment$41,496$154,101-
Leasehold Improvements$351,015$342,131-
Other Assets Org$19,107--
Closely Held Equity Interests$1,223,644--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat RosenthalExecutive DirectorFT$31,062$2,394$33,456
James ConverseSecretaryPT$23,995-$23,995

Board Members and Trustees

NameTitle
Jonathan BlackshirePresident
Brian CorbinVice President
Diann BowomanDirector
Eric JonesDirector
Frank KriechTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$663,819
Investment Income
$13,653
Other Revenue
$52,487
Change in Net Assets
$173,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,170
Salaries, Compensation, and Employee Benefits$175,197
Total Fundraising Expense$639
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,558$12,168-$104,726
Occupancy$97,169--$97,169
Depreciation Depletion$90,697--$90,697
Current Officers, Directors, Trustees, and Key Employees$33,034$21,472$551$55,057
Insurance$25,558--$25,558
Payroll Taxes$10,234$2,741$45$13,020
All Other Expenses$5,264$1,455-$6,719
Office Expenses$6,261--$6,261
Fees for Services Accounting-$4,898-$4,898
Other Expenses$2,100$1,365$35$3,500
Fees for Services Legal-$2,888-$2,888
Other Employee Benefits$1,882$504$8$2,394
Advertising$1,290--$1,290
Total Functional Expenses$508,237$47,491$639$556,367
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
Loan Payable 113 Baldwin$75,000
Security Deposits$16,127
Payroll Taxes Payable$1,246
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Pat rosenthal and jim converse have a family relationship.”

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

“Board members receive form 990 and schedules to review, discuss, and approve prior to submission.”

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

“Conflicts of interest are reviewed at board meetings.”

Form 990, Part VI, Section C, Line 19

“All documents open to public inspection ar available upon written request from the organization.”

Filing and Contact Details

Filer

Filer Name
Common Wealth Inc
EIN
34-1517533
Phone
3307442667
Address
1221 ELM STREET, YOUNGSTOWN, OH 44505

Signing Officer

Name
Pat Rosenthal
Title
Executive Director
Phone
3307442667
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Rosenthal
Formed
1986
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
5
Employees
6
Volunteers
12

Preparer

Firm
Hill Barth & King LLC
Address
6603 SUMMIT DRIVE, CANFIELD, OH 44406
Preparer
Melissa Crowley
Phone
3307588613
Raw XML AppendixShowing 400 of 623 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/TotalRevenueColumnAmt327782
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012330
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04935
IRS990/PYOtherExpensesAmt0367742
IRS990/PYOtherRevenueAmt044276
IRS990/PYProgramServiceRevenueAmt0908195
IRS990/PYRevenuesLessExpensesAmt0443298
IRS990/PYSalariesCompEmpBnftPaidAmt0158696
IRS990/PYTotalExpensesAmt0526438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0969736
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0173592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt052487
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0678067
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0935065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0171456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05587
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt090803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04264
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119242
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01794639
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58980
IRS990ScheduleA/PublicSupportPY170Pct00.69970
IRS990ScheduleA/PublicSupportTotal170Amt0171456
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020518
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0171456
IRS990ScheduleA/TotalSupportAmt0290698
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0358048
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0282206
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0640254
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt01223644
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt041496
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0154101
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0195597
IRS990ScheduleD/LandGrp/BookValueAmt0114011
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0114011
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0351015
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0342131
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0693146
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09780
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146535
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22147767
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt319107
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UNDEPOSITED FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INTEREST RECEIVABLE AFFILIATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3INCENTIVE MANAGEMENT FEE RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051803
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022397
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt074200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt075000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116127
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE 113 BALDWIN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0916373
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02223189
IRS990ScheduleD/TotalBookValueSecuritiesAmt01223644
IRS990ScheduleD/TotalLiabilityAmt092373
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAT ROSENTHAL AND JIM CONVERSE HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS RECEIVE FORM 990 AND SCHEDULES TO REVIEW, DISCUSS, AND APPROVE PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST ARE REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS OPEN TO PUBLIC INSPECTION AR AVAILABLE UPON WRITTEN REQUEST FROM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0263046387
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1341885774
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2341882980
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3341914476
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4341928656
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5341928661
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6203981586
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct11.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct21.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct31.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct41.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct51.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct61.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct71.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct81.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AFFORDABLE SENIOR HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1AFFORDABLE SENIOR HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2AFFORDABLE SCATTERED SITE SINGLE UNIT HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3AFFORDABLE SCATTERED SITE SINGLE UNIT HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4AFFORDABLE MULTIFAMILY SITE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5AFFORDABLE SENIOR HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6AFFORDABLE SINGLE SITE SINGLE UNIT HOUSING

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,124,663
Liabilities
$214,861
Net assets
$9,909,802
Revenue
$729,959
Expenses
$556,367
Net income
$173,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$0.30$9.61$0.21$0.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.21$9.91$0.73$0.56$0.17
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.22$9.74$0.97$0.53$0.44
2021Detailed filing. Detailed filing data is available for this year.$9.57$0.27$9.29$0.39$0.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.77$0.37$9.40$0.47$0.60$0.13
2019Detailed filing. Detailed filing data is available for this year.$9.78$0.26$9.53$0.27$0.63$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.52$2.65$1.09$0.61$0.48
2017Detailed filing. Detailed filing data is available for this year.$4.95$1.03$3.92$0.55$0.66$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.30$1.18$4.12$0.57$0.62$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.32$1.14$4.17$1.09$0.89$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.13$1.16$3.96$0.90$0.67$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.25$0.85$4.40$2.73$0.64$2.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$1.83$2.30$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.50$1.84$0.41