Civic Intelligence

Homeownership Center of Greater Dayton Inc

990 • Fiscal year 2020 • EIN 36-4500925

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 09, 2021

130 W 2nd Street No 1420Dayton, OH 45402

(937) 225-6328

Siviq Scores

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

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.15x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

40th percentile

0.9%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.9%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

305%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$675,775

Down $65,939 (-8.9%) from 2019

Net Assets

Up

$474,647

Up $18,540 (+4.1%) from 2019

Liabilities

Down

$201,128

Down $84,479 (-30%) from 2019

Revenue

Up

$1,343,070

Up $1,011,439 (+305%) from 2019

Expenses

Up

$1,330,752

Up $909,857 (+216%) from 2019

Net Income

Up

$12,318

Up $101,582 (+114%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $809,306Liabilities 2010: $18,646Net Assets 2010: $790,6602010Assets 2011: $1,177,304Liabilities 2011: $21,122Net Assets 2011: $1,156,1822011Assets 2012: $1,759,911Liabilities 2012: $81,791Net Assets 2012: $1,678,1202012Assets 2013: $2,279,839Liabilities 2013: $213,635Net Assets 2013: $2,066,2042013Assets 2014: $2,161,415Liabilities 2014: $189,473Net Assets 2014: $1,971,9422014Assets 2015: $1,617,826Liabilities 2015: $123,148Net Assets 2015: $1,494,6782015Assets 2016: $1,015,952Liabilities 2016: $83,753Net Assets 2016: $932,1992016Assets 2018: $669,556Liabilities 2018: $126,145Net Assets 2018: $543,4112018Assets 2019: $741,714Liabilities 2019: $285,607Net Assets 2019: $456,1072019Assets 2020: $675,775Liabilities 2020: $201,128Net Assets 2020: $474,6472020Assets 2021: $721,425Liabilities 2021: $340,229Net Assets 2021: $381,1962021Assets 2022: $1,396,257Liabilities 2022: $457,237Net Assets 2022: $939,0202022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$675,775
Liabilities$201,128
Net Assets$474,647

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,070,4032010Expenses 2011: $1,107,9362011Expenses 2012: $952,4692012Revenue 2013: $1,419,232Expenses 2013: $1,031,148Net Income 2013: $388,0842013Revenue 2014: $1,496,221Expenses 2014: $1,590,483Net Income 2014: -$94,2622014Revenue 2015: $806,854Expenses 2015: $1,193,226Net Income 2015: -$386,3722015Revenue 2016: $432,714Expenses 2016: $1,025,963Net Income 2016: -$593,2492016Revenue 2018: $240,483Expenses 2018: $509,139Net Income 2018: -$268,6562018Revenue 2019: $331,631Expenses 2019: $420,895Net Income 2019: -$89,2642019Revenue 2020: $1,343,070Expenses 2020: $1,330,752Net Income 2020: $12,3182020Revenue 2021: $1,226,035Expenses 2021: $1,318,721Net Income 2021: -$92,6862021Revenue 2022: $1,516,271Expenses 2022: $958,254Net Income 2022: $558,0172022Revenue 2023: $1,093,589Expenses 2023: $528,138Net Income 2023: $565,4512023

Highlighted filing

2020

Revenue$1,343,070
Expenses$1,330,752
Net Income$12,318
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 9, 2021
Return Version
2019v5.2
Gross Receipts
$1,343,129
Mission and Program Overview

Mission

To assist consumers to achieve their homeonwership goals through a variety of services including pre-purchase education and coaching for potential homebuyers; education and guidance regarding mortgage underwriting guidelines, financing, and refinancing; financial literary training; home maintenance classes; assistance to current and potential homeowners in securing available resources to achieve their homeownership goals; post-purchase counseling, reverse mortgage counseling and mortgage delinquency intervention; marketing and consumer information regarding housing opportunities, lending programs, and local resources; downpayment assistance.

The organization empowers residents to achieve and sustain homeownership and financial success

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$284,734$310,324▲ $25,590
Savings and Temporary Cash Investments$125,303$125,611▲ $308
Investments Other Securities$210,142$116,364▼ $93,778
Accounts Receivable$63,874$85,377▲ $21,503
Cash and Non-Interest-Bearing Accounts$54,627$32,292▼ $22,335
Land, Buildings, and Equipment, Net$3,034$5,807▲ $2,773
Total Assets$741,714$675,775▼ $65,939
Liabilities
Accounts Payable and Accrued Expenses$226,898$142,419▼ $84,479
Deferred Revenue$58,709$58,709→ $0
Total Liabilities$285,607$201,128▼ $84,479
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$416,398$434,878▲ $18,480
Net Assets With Donor Restrictions$39,709$39,769▲ $60
Total Net Assets Fund Balance$456,107$474,647▲ $18,540
Total Liabilities and Net Assets / Fund Balance$741,714$675,775▼ $65,939

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,807$32,180$37,987
Other Securities$116,364--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen NaasDirector/president
Angela BrownDirector
Carlton JacksonDirector
Erin RitterDirector
Frank PetrieDirector
John ZimmermanDirector
Karen DemasiDirector
Liz SonnanstineDirector
Lonnie StoneDirector
Marya Rutherford LongDirector
Tawana JonesDirector
Veronica Bedell-nevelsDirector
Andrew SimsDirector (oct)
Kristina LewisDirector/secretary
Tracy SchultzDirector/treasurer
Julie DeaconExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,188,717
Program Service Revenue
$152,155
Investment Income
$2,198
Other Revenue
$0
All Other Contributions
$71,239
Change in Net Assets
$12,318

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,343,070
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,222
Total Revenue per Audited Statements
$1,349,292
Total Revenue per Form 990
$1,343,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$921,445
Other Expenses$409,307
Total Fundraising Expense$221
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$921,445--$921,445
Office Expenses$24,228$6,886-$31,114
Occupancy$7,800$18,060-$25,860
Fees for Services Accounting-$12,716-$12,716
Fees for Services Other$100$8,022-$8,122
All Other Expenses$4,414$11-$4,425
Advertising$2,188$2,114$90$4,392
Insurance-$4,090-$4,090
Other Expenses$3,926$91,237$131$3,926
Fees for Services Legal$3,105$200-$3,305
Conferences and Meetings$1,230$349-$1,579
Depreciation Depletion-$1,169-$1,169
Travel$388$88-$476
Total Functional Expenses$1,185,589$144,942$221$1,330,752

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,330,752
Total Expenses per Audited Statements$1,330,752
Total Expenses per Form 990$1,330,752
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
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The entity's president, secretary, and treasurer are provided with a copy of form 990, and given an opportunity to comment on its contents prior to the filing of the tax return with the internal revenue service.

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

On an annual basis, trustees, directors, officers and key employees are required to disclose information that could give rise to a conflict of interest by signing and dating a statement indicating compliance with the entity's conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Salary increases are based on the entity's approved budget.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Homeownership Center of
EIN
36-4500925
Phone
9372256328
Address
130 W 2ND STREET NO 1420, DAYTON, OH 45402

Signing Officer

Name
Stephen Naas
Title
President
Phone
9372256328
Signed
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Naas
Formed
2002
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Herbert L Lemaster CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The agency provided grant funding for homeowners experiencing a financial hardship due to covid-19. Applications are approved based on program guidelines. Grant funds are provided for eligible households and paid directly to the mortgage company to bring mortgage current.

Form 990, Page 3, Part IV, Line 9

The organization provides credit counseling in the context of assisting low-moderate income consumers to achieve or sustain homeownership. Services are tailored to the specific needs of the consumer and do not include fees. The organization also offers debt management services.

Form 990, Part IV, Line 9

Homeownership center of greater dayton answered "yes" to form 990, part iv, line 9 because the organization provides credit counseling and debt management services as part of its tax exempt mission. The organization does not have an escrow or custodial account liability neither does the organization serve as a custodian for amounts not listed on its balance sheet in part x.

FORM 990, PART XII, LINE 2C:

County corp's audit committee is responsible for oversight of the independent audit and selection of the independent auditor. This process is consistent with the prior year.

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IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt01116339
IRS990/GrantAmt0921445
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0921445
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0921445
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01343129
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04090
IRS990/InsuranceGrp/TotalAmt04090
IRS990/InvestmentIncomeGrp/ExclusionAmt02257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02257
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0210142
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0116364
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032180
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03034
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05807
IRS990/LandBldgEquipCostOrOtherBssAmt037987
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt059
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST CONSUMERS TO ACHIEVE THEIR HOMEONWERSHIP GOALS THROUGH A VARIETY OF SERVICES INCLUDING PRE-PURCHASE EDUCATION AND COACHING FOR POTENTIAL HOMEBUYERS; EDUCATION AND GUIDANCE REGARDING MORTGAGE UNDERWRITING GUIDELINES, FINANCING, AND REFINANCING; FINANCIAL LITERARY TRAINING; HOME MAINTENANCE CLASSES; ASSISTANCE TO CURRENT AND POTENTIAL HOMEOWNERS IN SECURING AVAILABLE RESOURCES TO ACHIEVE THEIR HOMEOWNERSHIP GOALS; POST-PURCHASE COUNSELING, REVERSE MORTGAGE COUNSELING AND MORTGAGE DELINQUENCY INTERVENTION; MARKETING AND CONSUMER INFORMATION REGARDING HOUSING OPPORTUNITIES, LENDING PROGRAMS, AND LOCAL RESOURCES; DOWNPAYMENT ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0456107
IRS990/NetAssetsOrFundBalancesEOYAmt0474647
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-59
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-59
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06222
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0416398
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0434878
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018060
IRS990/OccupancyGrp/ProgramServicesAmt07800
IRS990/OccupancyGrp/TotalAmt025860
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06886
IRS990/OfficeExpensesGrp/ProgramServicesAmt024228
IRS990/OfficeExpensesGrp/TotalAmt031114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0P/R ALLOC./PUR. SVCS.
IRS990/OtherExpensesGrp/Desc1TITLE/CREDIT/RECORDING
IRS990/OtherExpensesGrp/FundraisingAmt0131
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091237
IRS990/OtherExpensesGrp/ProgramServicesAmt0216765
IRS990/OtherExpensesGrp/ProgramServicesAmt13926
IRS990/OtherExpensesGrp/TotalAmt0308133
IRS990/OtherExpensesGrp/TotalAmt13926
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0284734
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0310324
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN NAAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0DEBT MGMT/CREDIT COUNS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2COUNSELING/EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt090453
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144446
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217256
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt090453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144446
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217256
IRS990/ProgSrvcAccomActy2Grp/Desc0THE AGENCY PROVIDES CREDIT COUNSELING TO HELP CLIENTS UNDERSTAND CREDIT AND MONEY MANAGEMENT. SERVICES INCLUDE EDUCATION AND GUIDANCE TO ACHIEVE FINANCIAL GOALS. DEBT MANAGEMENT PLANS ARE OFFERED TO CLIENTS WHO ARE ELIGIBLE AND ELECT SERVICES TO ASSIST IN UNSECURED DEBT REPAYMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0139435
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt090453
IRS990/ProgSrvcAccomActy3Grp/Desc0THE AGENCY PROVIDES SERVICES TO FIRST-TIME HOMEBUYERS INCLUDING EDUCATION AND GUIDANCE ABOUT THE HOME PURCHASE PROCESS, PREPARATION FOR MORTGAGE QUALIFICATION, FINANCIAL LITERACY, AND RESOURCES TO SUPPORT SUSTAINABLE HOMEOWNERSHIP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08399
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt015810
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE AGENCY PROVIDES SERVICES TO EXISTING HOMEOWNERS EXPERIENCING MORTGAGE DIFFICULTY, INCLUDING EDUCATION AND GUIDANCE REGARDING OPTIONS TO AVOID FORECLOSURE, FACILITATING PAYMENT ARRANGEMENTS WITH LENDERS, EXPLORING ALTERNATIVE FINANCING, AND LONG-TERM GOALS FOR SUSTAINABILITY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1THE AGENCY PROVIDES DOWN PAYMENT ASSISTANCE TO LOW-MODERATE INCOME HOMEBUYERS TO IMPROVE THEIR ABILITY TO SUCCESSFULLY PURCHASE A HOME AND SECURE FAVORABLE MORTGAGE FINANCING THAT MEETS THEIR NEEDS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2THE AGENCY PROVIDES CREDIT COUNSELING AND HOUSING COUNSELING TO RESIDENTS WITHIN CITY OF KETTERING, CITY OF DAYTON, AND CITY OF TROTWOOD. CREDIT COUNSELING INVOLVES UNDERSTANDING CREDIT AND MONEY MANAGEMENT. HOUSING COUNSELING INCLUDES HOMEBUYER COUNSELING, FORECLOSURE PREVENTION, AND HOMEOWNER SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01104
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt15432
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt239035
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01125
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt144446
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt2321
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0202616
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05499
IRS990/PYOtherExpensesAmt0420895
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0123516
IRS990/PYRevenuesLessExpensesAmt0-89264
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0420895
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331631
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012318
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0125611
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EFFECTIVE JANUARY 1, 2017, COUNTY CORP (31-0978908) BECAME THE SINGLE MEMBER AND ASSUMED CONTROL OF HOMEOWNERSHIP CENTER OF GREATER DAYTON, INC. (36-4500925), A SEPARATE 501(C)(3) ORGANIZATION HELPING HOME BUYERS WITH FINANCIAL EDUCATION, LENDING PROGRAMS, FORECLOSURE PREVENTION, AND OTHER SERVICES THAT WAS PREVIOUSLY CONTROLLED BY ST. MARY'S DEVELOPMENT CORPORATION. FOR PURPOSES OF UNIFORMITY WITH COUNTY CORP, HOMEOWNERSHIP CENTER OF GREATER DAYTON, INC. ADOPTED A FISCAL YEAR ENDED SEPTEMBER 30, 2017, WHICH CREATED A SHORT YEAR TAX FILING REQUIREMENT WITH THE INTERNAL REVENUE SERVICE. SCHEDULE A, PART II, COLUMN (A) SHOWS INFORMATION FROM CALENDAR YEAR ENDED 12/31/16. SCHEDULE A, PART II, COLUMN (B) SHOWS INFORMATION FROM FISCAL YEAR ENDEDD 09/30/17. SCHEDULE A, PART II, COLUMN (C) SHOWS INFORMATION FROM FISCAL YEAR ENDED 09/30/18. SCHEDULE A, PART II, COLUMN (D) SHOWS INFORMATION FROM FISCAL YEAR ENDED 09/30/19. SCHEDULE A, PART II, COLUMN (E) SHOWS INFORMATION FROM FISCAL YEAR ENDED 09/30/20.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01188717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0202616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0186645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0179786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01844188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012745
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035829
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0695989
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94120
IRS990ScheduleA/PublicSupportPY170Pct00.87190
IRS990ScheduleA/PublicSupportTotal170Amt01769488
IRS990ScheduleA/SubstantialContributorsTotAmt074700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01188717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0202616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0186645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0179786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086424
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01844188
IRS990ScheduleA/TotalSupportAmt01880017
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/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05807
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032180

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.09$0.53$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.46$0.94$1.52$0.96$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.34$0.38$1.23$1.32$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.20$0.47$1.34$1.33$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.29$0.46$0.33$0.42$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.13$0.54$0.24$0.51$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.08$0.93$0.43$1.03$0.59
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.12$1.49$0.81$1.19$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.19$1.97$1.50$1.59$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.28$0.21$2.07$1.42$1.03$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.08$1.68$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.02$1.16$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.02$0.79$1.07