Civic Intelligence

Housing Options Provided for the Elderly Incorporated

990 • Fiscal year 2016 • EIN 43-1365885

Apr 01, 2015 to Mar 31, 2016 • Filed on May 24, 2016

4265 ShawStlouis, MO 63110

(314) 776-0155

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.48x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.12x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$68,749

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$133,266

Up $3,414 (+2.6%) from 2015

Net Assets

Up

$69,795

Up $6,107 (+9.6%) from 2015

Liabilities

Down

$63,471

Down $2,693 (-4.1%) from 2015

Revenue

Up

$534,820

Up $188,928 (+55%) from 2015

Expenses

Up

$528,714

Up $153,418 (+41%) from 2015

Net Income

Up

$6,106

Up $35,510 (+121%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $153,300Liabilities 2011: $67,681Net Assets 2011: $85,6192011Assets 2012: $156,291Liabilities 2012: $46,330Net Assets 2012: $109,9612012Assets 2013: $187,894Liabilities 2013: $50,903Net Assets 2013: $136,9912013Assets 2014: $113,109Liabilities 2014: $20,017Net Assets 2014: $93,0922014Assets 2015: $129,852Liabilities 2015: $66,164Net Assets 2015: $63,6882015Assets 2016: $133,266Liabilities 2016: $63,471Net Assets 2016: $69,7952016Assets 2017: $125,853Liabilities 2017: $22,669Net Assets 2017: $103,1842017Assets 2018: $180,131Liabilities 2018: $51,883Net Assets 2018: $128,2482018Assets 2019: $221,878Liabilities 2019: $68,042Net Assets 2019: $153,8362019Assets 2020: $231,278Liabilities 2020: $62,055Net Assets 2020: $169,2232020Assets 2021: $300,324Liabilities 2021: $64,895Net Assets 2021: $235,4292021Assets 2022: $188,478Liabilities 2022: $49,678Net Assets 2022: $138,8002022Assets 2023: $276,353Liabilities 2023: $138,368Net Assets 2023: $137,9852023Assets 2024: $285,621Liabilities 2024: $111,818Net Assets 2024: $173,8032024Assets 2025: $226,790Liabilities 2025: $62,116Net Assets 2025: $164,6742025

Highlighted filing

2016

Assets$133,266
Liabilities$63,471
Net Assets$69,795

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $344,8142011Expenses 2012: $472,6622012Revenue 2013: $505,176Expenses 2013: $478,145Net Income 2013: $27,0312013Revenue 2014: $339,966Expenses 2014: $383,866Net Income 2014: -$43,9002014Revenue 2015: $345,892Expenses 2015: $375,296Net Income 2015: -$29,4042015Revenue 2016: $534,820Expenses 2016: $528,714Net Income 2016: $6,1062016Revenue 2017: $467,640Expenses 2017: $434,251Net Income 2017: $33,3892017Revenue 2018: $610,912Expenses 2018: $585,848Net Income 2018: $25,0642018Revenue 2019: $598,044Expenses 2019: $572,456Net Income 2019: $25,5882019Revenue 2020: $703,274Expenses 2020: $687,887Net Income 2020: $15,3872020Revenue 2021: $1,184,588Expenses 2021: $1,118,382Net Income 2021: $66,2062021Revenue 2022: $637,857Expenses 2022: $734,486Net Income 2022: -$96,6292022Revenue 2023: $786,900Expenses 2023: $787,715Net Income 2023: -$8152023Revenue 2024: $1,077,748Expenses 2024: $1,039,493Net Income 2024: $38,2552024Revenue 2025: $821,988Expenses 2025: $831,117Net Income 2025: -$9,1292025

Highlighted filing

2016

Revenue$534,820
Expenses$528,714
Net Income$6,106
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
May 24, 2016
Return Version
2015v2.1
Gross Receipts
$535,592
Mission and Program Overview

Mission

Housing options for the elderly envisions a community where older adults have access to appropriate and safe housing, assuring that quality of life is maximized.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$77,921$48,633▼ $29,288
Cash and Non-Interest-Bearing Accounts$44,300$47,432▲ $3,132
Savings and Temporary Cash Investments$5,004$34,221▲ $29,217
Prepaid Expenses and Deferred Charges$2,025$2,089▲ $64
Accounts Receivable-$461-
Land, Buildings, and Equipment, Net$602$430▼ $172
Total Assets$129,852$133,266▲ $3,414
Liabilities
Accounts Payable and Accrued Expenses$66,164$63,471▼ $2,693
Total Liabilities$66,164$63,471▼ $2,693
Net Assets / Fund Balance
Unrestricted Net Assets$63,688$69,795▲ $6,107
Total Net Assets Fund Balance$63,688$69,795▲ $6,107
Total Liabilities and Net Assets / Fund Balance$129,852$133,266▲ $3,414

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$430$6,891$7,321
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur ZemanExec DirectorFT$65,475$3,274$68,749

Board Members and Trustees

NameTitle
Jeannie Krause-taylorPresident
Steve WoodruffPresident El
Benita CrookDirector
James HespenDirector
Karen HausfeldDirector
Karen MillerDirector
Kayla VaughanDirector
Martha BrownDirector
Mike FerrisDirector
Pam MerkleDirector
Steve MiskovicDirector
Tracy Fantini SpiesDirector
Dianne MarshakSecretary
Chris WyrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$534,221
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$588
All Other Contributions
$43,732
Change in Net Assets
$6,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$534,820
Total Revenue per Audited Statements
$534,820
Total Revenue per Form 990
$534,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$328,333
Salaries, Compensation, and Employee Benefits$200,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$253,303$15,000-$268,303
Other Salaries and Wages$114,327--$114,327
Current Officers, Directors, Trustees, and Key Employees$62,201$3,274-$65,475
Payroll Taxes$13,504$250-$13,754
Pension Plan Contributions$6,660$165-$6,825
Fees for Services Accounting$5,460$607-$6,067
Occupancy$4,950$550-$5,500
Insurance$4,026$447-$4,473
Office Expenses$3,990$230-$4,220
Other Expenses$1,344$149-$1,493
Travel$1,331$148-$1,479
Advertising$797$89-$886
Depreciation Depletion$156$17-$173
Total Functional Expenses$507,220$21,494$0$528,714

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$528,714
Total Expenses per Audited Statements$528,714
Total Expenses per Form 990$528,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,360
Fundraising Direct Expenses$772
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
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
Yes
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
No

Governance Explanations

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

Copy reviewed by board or board representative prior to filing.

Form 990, Page 6, Part VI, Line 15A

Compensation for exec director is reviewed annually.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Housing Options Provided for the
EIN
43-1365885
Phone
3147760155
Address
4265 SHAW, STLOUIS, MO 63110

Signing Officer

Name
Arthur Zeman
Title
Exec Director
Phone
3147760155
Signed
2016-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannie Krause-taylor
Formed
1986
Legal Domicile
Mo
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
2

Preparer

Firm
SMITH PATRICK LLC CPA'S
Address
2900 S BRENTWOOD BLVD, SAINT LOUIS, MO 63144-2714
Preparer
David P Smith CPA
Phone
3149611600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontracted counselors 253,303 0 0 capacity building consultants 0 15,000 0

Form 990, Part XI, Line 9

ROUNDING 1 TOTAL 1

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IRS990/OtherExpensesGrp/ProgramServicesAmt22092
IRS990/OtherExpensesGrp/ProgramServicesAmt31344
IRS990/OtherExpensesGrp/TotalAmt027362
IRS990/OtherExpensesGrp/TotalAmt16285
IRS990/OtherExpensesGrp/TotalAmt22092
IRS990/OtherExpensesGrp/TotalAmt31493
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0114327
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114327
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0250
IRS990/PayrollTaxesGrp/ProgramServicesAmt013504
IRS990/PayrollTaxesGrp/TotalAmt013754
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0165
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06660
IRS990/PensionPlanContributionsGrp/TotalAmt06825
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt077921
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt048633
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02025
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02089
IRS990/PrincipalOfficerNm0JEANNIE KRAUSE-TAYLOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0345882
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010
IRS990/PYOtherExpensesAmt0217274
IRS990/PYRevenuesLessExpensesAmt0-29404
IRS990/PYSalariesCompEmpBnftPaidAmt0158022
IRS990/PYTotalExpensesAmt0375296
IRS990/PYTotalRevenueAmt0345892
IRS990/ReconcilationRevenueExpnssAmt06106
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0534221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0345882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0339911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0504998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0496845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02221857
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0159
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0413
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01360
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt02221857
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0534221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0345882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0339911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0504998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0496845
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02221857
IRS990ScheduleA/TotalSupportAmt02222270
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0528714
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0430
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06891
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07321
IRS990ScheduleD/RevenueSubtotalAmt0534820
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0430
IRS990ScheduleD/TotalExpensesPerForm990Amt0528714
IRS990ScheduleD/TotalRevenuePerForm990Amt0534820
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0534820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0528714
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY REVIEWED BY BOARD OR BOARD REPRESENTATIVE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION FOR EXEC DIRECTOR IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBCONTRACTED COUNSELORS 253,303 0 0 CAPACITY BUILDING CONSULTANTS 0 15,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 1 TOTAL 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0129852
IRS990/TotalAssetsEOYAmt0133266
IRS990/TotalAssetsGrp/BOYAmt0129852
IRS990/TotalAssetsGrp/EOYAmt0133266
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0534221
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021494
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0507220
IRS990/TotalFunctionalExpensesGrp/TotalAmt0528714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066164
IRS990/TotalLiabilitiesEOYAmt063471
IRS990/TotalLiabilitiesGrp/BOYAmt066164
IRS990/TotalLiabilitiesGrp/EOYAmt063471
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt069795
IRS990/TotalOtherCompensationAmt03274
IRS990/TotalProgramServiceExpensesAmt0507220
IRS990/TotalReportableCompFromOrgAmt065475
IRS990/TotalRevenueGrp/ExclusionAmt011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0534820
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129852
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133266
IRS990/TravelGrp/ManagementAndGeneralAmt0148
IRS990/TravelGrp/ProgramServicesAmt01331
IRS990/TravelGrp/TotalAmt01479
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063688
IRS990/UnrestrictedNetAssetsGrp/EOYAmt069795
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0745 CRAIG RD STE 212
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063141
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.06$0.16$0.82$0.83$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.11$0.17$1.08$1.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.14$0.14$0.79$0.79$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.05$0.14$0.64$0.73$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.06$0.24$1.18$1.12$0.07
2020Summary only. Only limited summary data is available for this year.$0.23$0.06$0.17$0.70$0.69$0.02
2019Summary only. Only limited summary data is available for this year.$0.22$0.07$0.15$0.60$0.57$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.05$0.13$0.61$0.59$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.02$0.10$0.47$0.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.06$0.07$0.53$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$0.35$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.34$0.38$0.04
2013Summary only. Only limited summary data is available for this year.$0.19$0.05$0.14$0.51$0.48$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.11$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.07$0.09$0.34
Peer Organizations

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