Civic Intelligence

Abilities at Crestview II Inc.

990 • Fiscal year 2023 • EIN 45-4134490

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 23, 2024

2735 Whitney RoadClearwater, FL 33760-1610

(727) 538-7370

Siviq Scores

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

Liabilities / Assets

96th percentile

1.25x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

11.86x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$608,776

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 768.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$749,904

Down $3,465 (-0.5%) from 2022

Net Assets

Down

-$189,306

Down $15,907 (-9.2%) from 2022

Liabilities

Up

$939,210

Up $12,442 (+1.3%) from 2022

Revenue

Down

$79,180

Down $1,441 (-1.8%) from 2022

Expenses

Down

$95,087

Down $1,368 (-1.4%) from 2022

Net Income

Down

-$15,907

Down $73 (-0.5%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2017: $845,437Liabilities 2017: $954,314Net Assets 2017: -$108,8772017Assets 2018: $826,577Liabilities 2018: $955,778Net Assets 2018: -$129,2012018Assets 2019: $813,903Liabilities 2019: $946,629Net Assets 2019: -$132,7262019Assets 2020: $798,217Liabilities 2020: $953,427Net Assets 2020: -$155,2102020Assets 2021: $778,972Liabilities 2021: $936,537Net Assets 2021: -$157,5652021Assets 2022: $753,369Liabilities 2022: $926,768Net Assets 2022: -$173,3992022Assets 2023: $749,904Liabilities 2023: $939,210Net Assets 2023: -$189,3062023Assets 2024: $737,532Liabilities 2024: $943,976Net Assets 2024: -$206,4442024Assets 2025: $709,050Liabilities 2025: $934,646Net Assets 2025: -$225,5962025

Highlighted filing

2023

Assets$749,904
Liabilities$939,210
Net Assets-$189,306

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $67,210Expenses 2017: $82,616Net Income 2017: -$15,4062017Revenue 2018: $73,348Expenses 2018: $93,672Net Income 2018: -$20,3242018Revenue 2019: $79,179Expenses 2019: $82,704Net Income 2019: -$3,5252019Revenue 2020: $74,529Expenses 2020: $97,013Net Income 2020: -$22,4842020Revenue 2021: $81,459Expenses 2021: $83,814Net Income 2021: -$2,3552021Revenue 2022: $80,621Expenses 2022: $96,455Net Income 2022: -$15,8342022Revenue 2023: $79,180Expenses 2023: $95,087Net Income 2023: -$15,9072023Revenue 2024: $94,810Expenses 2024: $111,948Net Income 2024: -$17,1382024Revenue 2025: $94,794Expenses 2025: $113,946Net Income 2025: -$19,1522025

Highlighted filing

2023

Revenue$79,180
Expenses$95,087
Net Income-$15,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 23, 2024
Return Version
2022v5.0
Gross Receipts
$79,180
Mission and Program Overview

Mission

To provide affordable, rehabilitated housing for low income individuals with significant physical disabilities.

To provide low-income housing for individuals with severe disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$638,465$617,325▼ $21,140
Cash and Non-Interest-Bearing Accounts$115,638$133,553▲ $17,915
Prepaid Expenses and Deferred Charges$328$0▼ $328
Accounts Receivable$-1,062$-974▲ $88
Total Assets$753,369$749,904▼ $3,465
Liabilities
Other Liabilities$923,286$923,774▲ $488
Accounts Payable and Accrued Expenses$3,482$15,436▲ $11,954
Total Liabilities$926,768$939,210▲ $12,442
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-173,399$-189,306▼ $15,907
Total Net Assets Fund Balance$-173,399$-189,306▼ $15,907
Total Liabilities and Net Assets / Fund Balance$753,369$749,904▼ $3,465

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$617,325$209,376$826,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$30,914,766$1,000,000▲ $2,273,412$257,302$33,840,876
2021$33,283,625$1,000,000▼ $2,894,325$384,534$30,914,766
2020$24,759,352$3,405,481▲ $6,592,273$1,383,481$33,283,625
2019$27,612,281-▲ $871,159$3,634,088$24,759,352
2018$26,337,146$1,336,888▲ $1,276,788$1,248,541$27,612,281
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa CiccolelliDirector-housing$133,358$133,358

Board Members and Trustees

NameTitle
Lalania SeedersChair
Mark HallPresident (retired 10/22)
Bruce PattersonPresident/CEO
Katie BandelVice Chair
Amanda GomezDirector
Diane McadamsDirector
Matthew MotkoExecutive Director
Nathaniel HooverChief Financial Officer
Kevin SouthcottSecretary
Shirley Quinnell-friedmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,107
Investment Income
$73
Other Revenue
$0
Change in Net Assets
$-15,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$79,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,982,968
Total Revenue per Audited Statements
$17,062,148
Total Revenue per Form 990
$79,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,251
Salaries, Compensation, and Employee Benefits$19,836
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$21,140--$21,140
Other Salaries and Wages$12,852$6,984-$19,836
Fees for Services Other$5,809--$5,809
Fees for Services Management-$5,504-$5,504
Insurance$3,796--$3,796
Fees for Services Accounting-$3,421-$3,421
Other Expenses$711$8-$719
Occupancy$314--$314
Office Expenses$312--$312
Total Functional Expenses$79,170$15,917$0$95,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,037,543
Expenses Not Reported on Form 990$17,942,456
Expenses per Audited Statements$95,087
Total Expenses per Form 990$95,087
Expenses Not Reported on Financial Statements$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
Hud Capital Advance$912,300
Intercompany Payable$8,900
Tenant Security Deposit$2,574
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
No
Other officer compensation reviewed
No
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

After the extensive internal review, the returns are made available to the members of the audit committee and board of directors for their review and comments and request for a formal meeting prior to filing, if deemed necessary. The final 990 return is posted to the organization's website for internal use.

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

Board members are required to complete and sign a disclosure form identifying business interests, employment relationships and property interests, and those of related parties. The organization has specific board-level policies regarding disclosure of conflict of interest for board members. The chair of the board and the ceo regularly review the composition of the board for any potential conflicts of interests and consult with legal counsel if necessary. The board chair may ask the involved individual to recuse themselves during discussions on any matter relating to a potential conflict of interest. The organization maintains business code of ethics and conflict of interest policies that all employees are required to follow. All key employees, including officers, are required to participate in annual training on the organization's code of business ethics, including conflicts of interest.

Form 990, Part VI, Section C, Line 19

Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

FORM 990, PART VII AND SCHEDULE J:

Abilities at crestview ii, inc. Does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by servicesource, inc., the organization's related organization. Abilities at crestview ii, inc. Relies on the compensation determination methodology of servicesource, inc. The following is the compensation methodology used by servicesource, inc.: compensation for servicesource's ceo is determined by the board of directors on an annual basis. This independent determination includes the use of data for similar positions at comparable organizations and the compensation arrangement is documented when decided by the board of directors. An independent compensation consultant conducts an executive salary survey on an annual basis, with the results of the survey being reviewed and considered by the board of directors for determination of the ceo's compensation. Compensation for other officers are also determined based on executive pay studies and an executive salary survey conducted by a leading consulting firm that are conducted annually. Compensation for other key employees and executives are determined based on periodic market analysis.

Filing and Contact Details

Filer

Filer Name
Abilities at Crestview Ii Inc
EIN
45-4134490
Phone
7275387370
Address
2735 WHITNEY ROAD, CLEARWATER, FL 33760-1610

Signing Officer

Name
Nate Hoover
Title
Chief Financial Officer
Phone
7275387370
Signed
2024-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Patterson
Formed
2012
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.

Financial Statement Notes

PART V, LINE 4:

The investment income from these funds is available to provide for certain programs and initiatives of the organization. In addition, the board of trustees of servicesource foundation has designated net assets totaling $468,788, for the disability resource center and the friendship house for $438,754 and $30,034, respectively.

PART X, LINE 2:

Management has evaluated the organization's tax positions and has concluded that the organization has taken no uncertain tax positions that require adjustment. The organization files tax returns in the u.s. Federal and state of florida jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Abilities of florida revenue in consolidated financial statements 13,103,675. Hfi revenue in consolidating financial statements 1,527,209. Hfi space coast revenue in consolidating financial statements 84,397. Hud revenue in consolidating financial statements 2,267,687.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Abilities of florida expenses in consolidating financial statements 12,417,668. Hfi expenses in consolidating financial statements 2,526,620. Hfi space coast expenses in consolidating financial statements 100,490. Hud expenses in consolidating financial statements 2,897,678.

Raw XML AppendixShowing 400 of 959 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03482
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015436
IRS990/AccountsReceivableGrp/BOYAmt0-1062
IRS990/AccountsReceivableGrp/EOYAmt0-974
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATE HOOVER CFO
IRS990/BooksInCareOfDetail/PhoneNum07034616000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010467 WHITE GRANITE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022124
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0115638
IRS990/CashNonInterestBearingGrp/EOYAmt0133553
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt073
IRS990/CYOtherExpensesAmt075251
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt079107
IRS990/CYRevenuesLessExpensesAmt0-15907
IRS990/CYSalariesCompEmpBnftPaidAmt019836
IRS990/CYTotalExpensesAmt095087
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079180
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021140
IRS990/DepreciationDepletionGrp/TotalAmt021140
IRS990/Desc0THE ORGANIZATION RENTS REHABILITATED HOUSING FACILITIES TO PEOPLE WITH SEVERE PHYSICAL DISABILITIES WHO ARE CLASSIFIED AS LOW-INCOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt079170
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03421
IRS990/FeesForServicesAccountingGrp/TotalAmt03421
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt05504
IRS990/FeesForServicesManagementGrp/TotalAmt05504
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05809
IRS990/FeesForServicesOtherGrp/TotalAmt05809
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt839.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt939.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt028697
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118413
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt838173
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt935906
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011414
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW MOTKO
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA CICCOLELLI
IRS990/Form990PartVIISectionAGrp/PersonNm2LALANIA SEEDERS
IRS990/Form990PartVIISectionAGrp/PersonNm3KATIE BANDEL
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN SOUTHCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5SHIRLEY QUINNELL-FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE MCADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7AMANDA GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm8BRUCE PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK HALL
IRS990/Form990PartVIISectionAGrp/PersonNm10NATHANIEL HOOVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0160642
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1114945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8570603
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9408678
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10343563
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR-HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT (RETIRED 10/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt079180
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03796
IRS990/InsuranceGrp/TotalAmt03796
IRS990/InvestmentIncomeGrp/ExclusionAmt073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0209376
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0638465
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0617325
IRS990/LandBldgEquipCostOrOtherBssAmt0826701
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-173399
IRS990/NetAssetsOrFundBalancesEOYAmt0-189306
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-173399
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-189306
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0314
IRS990/OccupancyGrp/TotalAmt0314
IRS990/OfficeExpensesGrp/ProgramServicesAmt0312
IRS990/OfficeExpensesGrp/TotalAmt0312
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONDOMINIUM FEES
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/OtherExpensesGrp/ProgramServicesAmt031967
IRS990/OtherExpensesGrp/ProgramServicesAmt12269
IRS990/OtherExpensesGrp/ProgramServicesAmt2711
IRS990/OtherExpensesGrp/TotalAmt031967
IRS990/OtherExpensesGrp/TotalAmt12269
IRS990/OtherExpensesGrp/TotalAmt2719
IRS990/OtherLiabilitiesGrp/BOYAmt0923286
IRS990/OtherLiabilitiesGrp/EOYAmt0923774
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06984
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012852
IRS990/OtherSalariesAndWagesGrp/TotalAmt019836
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0328
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRUCE PATTERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc1RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112359
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010
IRS990/PYOtherExpensesAmt079223
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt080611
IRS990/PYRevenuesLessExpensesAmt0-15834
IRS990/PYSalariesCompEmpBnftPaidAmt017232
IRS990/PYTotalExpensesAmt096455
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt080621
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-15907
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt079107
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0394821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0147
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0394821
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079150
IRS990ScheduleA/Total509Grp/TotalAmt0394821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079179
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0394968
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0617325
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0209376
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0826701
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030914766
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033840876
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02273412
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0257302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt033283625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030914766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2894325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0384534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024759352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03405481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt033283625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06592273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01383481
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt027612281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024759352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0871159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03634088
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt026337146
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01336888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt027612281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01276788
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01248541
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt017942456
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt095087
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt017942456
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0912300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HUD CAPITAL ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherRevenueAmt016982968
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt016982968
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt079180
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. IN ADDITION, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION HAS DESIGNATED NET ASSETS TOTALING $468,788, FOR THE DISABILITY RESOURCE CENTER AND THE FRIENDSHIP HOUSE FOR $438,754 AND $30,034, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF FLORIDA JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ABILITIES OF FLORIDA REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 13,103,675. HFI REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 1,527,209. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 84,397. HUD REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 2,267,687.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3ABILITIES OF FLORIDA EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 12,417,668. HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 2,526,620. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 100,490. HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 2,897,678.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0617325
IRS990ScheduleD/TotalExpensesPerForm990Amt095087
IRS990ScheduleD/TotalLiabilityAmt0923774
IRS990ScheduleD/TotalRevenuePerForm990Amt079180
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017062148
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018037543
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings