Civic Intelligence

Eagle Star Housing Inc.

990 • Fiscal year 2015 • EIN 45-5097554

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 03, 2016

2 Stoneleigh CourtRochester, NY 14618

(585) 418-5001

Siviq Scores

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

Liabilities / Assets

84th percentile

0.54x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.28x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

59th percentile

6.4%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$73,269

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

96th percentile

154%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

5.7%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$356,049

Up $215,775 (+154%) from 2014

Net Assets

Up

$163,124

Up $44,578 (+38%) from 2014

Liabilities

Up

$192,925

Up $171,197 (+788%) from 2014

Revenue

Up

$695,316

Up $37,382 (+5.7%) from 2014

Expenses

Up

$650,738

Up $47,066 (+7.8%) from 2014

Net Income

Down

$44,578

Down $9,684 (-18%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $99,712Liabilities 2013: $35,428Net Assets 2013: $64,2842013Assets 2014: $140,274Liabilities 2014: $21,728Net Assets 2014: $118,5462014Assets 2015: $356,049Liabilities 2015: $192,925Net Assets 2015: $163,1242015Assets 2016: $357,889Liabilities 2016: $178,571Net Assets 2016: $179,3182016Assets 2017: $344,322Liabilities 2017: $168,697Net Assets 2017: $175,6252017Assets 2018: $820,625Liabilities 2018: $582,373Net Assets 2018: $238,2522018Assets 2019: $1,940,674Liabilities 2019: $1,506,934Net Assets 2019: $433,7402019Assets 2020: $2,014,500Liabilities 2020: $1,387,180Net Assets 2020: $627,3202020Assets 2021: $2,263,530Liabilities 2021: $1,506,867Net Assets 2021: $756,6632021Assets 2022: $2,707,322Liabilities 2022: $1,468,682Net Assets 2022: $1,238,6402022Assets 2023: $2,924,673Liabilities 2023: $1,389,181Net Assets 2023: $1,535,4922023Assets 2024: $3,534,807Liabilities 2024: $1,666,188Net Assets 2024: $1,868,6192024

Highlighted filing

2015

Assets$356,049
Liabilities$192,925
Net Assets$163,124

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $624,518Expenses 2013: $555,366Net Income 2013: $69,1522013Revenue 2014: $657,934Expenses 2014: $603,672Net Income 2014: $54,2622014Revenue 2015: $695,316Expenses 2015: $650,738Net Income 2015: $44,5782015Revenue 2016: $644,367Expenses 2016: $628,173Net Income 2016: $16,1942016Revenue 2017: $612,550Expenses 2017: $616,243Net Income 2017: -$3,6932017Revenue 2018: $719,973Expenses 2018: $655,696Net Income 2018: $64,2772018Revenue 2019: $1,289,375Expenses 2019: $1,096,039Net Income 2019: $193,3362019Revenue 2020: $1,381,993Expenses 2020: $1,198,921Net Income 2020: $183,0722020Revenue 2021: $1,731,419Expenses 2021: $1,612,636Net Income 2021: $118,7832021Revenue 2022: $2,982,312Expenses 2022: $2,468,040Net Income 2022: $514,2722022Revenue 2023: $2,942,120Expenses 2023: $2,684,890Net Income 2023: $257,2302023Revenue 2024: $3,429,911Expenses 2024: $3,127,558Net Income 2024: $302,3532024

Highlighted filing

2015

Revenue$695,316
Expenses$650,738
Net Income$44,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 3, 2016
Return Version
2015v2.1
Gross Receipts
$701,755
Mission and Program Overview

Mission

To develop, operate, and maintain decent, safe, sanitary and affordable transient and permanent housing for for homeless or at-risk of homeless veterans, their families and low income individuals and families.

To provide housing for homeless or at-risk individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,252$189,920▲ $187,668
Cash and Non-Interest-Bearing Accounts$77,681$118,345▲ $40,664
Accounts Receivable$59,856$47,784▼ $12,072
Total Assets$140,274$356,049▲ $215,775
Other Assets Total$485--
Liabilities
Mortgage Notes Payable Secured by Investment Property-$170,617-
Accounts Payable and Accrued Expenses$21,728$22,308▲ $580
Total Liabilities$21,728$192,925▲ $171,197
Net Assets / Fund Balance
Unrestricted Net Assets$113,546$153,124▲ $39,578
Temporarily Rstr Net Assets$5,000$10,000▲ $5,000
Total Net Assets Fund Balance$118,546$163,124▲ $44,578
Total Liabilities and Net Assets / Fund Balance$140,274$356,049▲ $215,775

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$189,920$11,497$201,417
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Zachary FullerExecutive DirectorFT$73,269$73,269

Board Members and Trustees

NameTitle
Judy VanhillyerPresident
Michael GrammaticoVice President
Dane SpragueMember
James WhalenMember
Justin HeptMember
Keith RothMember
Robert LambSecretary
Kristie BallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$61,402
Program Service Revenue
$630,366
Investment Income
$2,500
Other Revenue
$1,048
All Other Contributions
$23,661
Change in Net Assets
$44,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$695,316
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,939
Total Revenue per Audited Statements
$699,255
Total Revenue per Form 990
$695,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$436,867
Other Expenses$213,871
Total Fundraising Expense$750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$337,748--$337,748
Current Officers, Directors, Trustees, and Key Employees$57,606$14,913$750$73,269
Office Expenses$51,933$2,066-$53,999
Occupancy$27,597--$27,597
Other Employee Benefits$25,850--$25,850
Travel$13,869$6,214-$20,083
Fees for Services Other$12,703--$12,703
Insurance$10,681--$10,681
Depreciation Depletion$10,152--$10,152
Other Expenses$6,838$642-$7,480
Fees for Services Accounting-$6,500-$6,500
Information Technology-$2,659-$2,659
Total Functional Expenses$616,994$32,994$750$650,738

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$657,177
Expenses per Audited Statements$650,738
Total Expenses per Form 990$650,738
Expenses Not Reported on Form 990$6,439
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,439
Fundraising Gross Income$6,439
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$44,180$6,439$1,750$4,689
Total Events$44,180$6,439$6,439$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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Federal form 990 was made available to the organization's board of directors via electronically for their review prior to filing.

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

Annually, the executive director and board of directors are required to complete a conflict of interest disclosure. The secretary of the board compiles the statements and reports to the board of directors the conflicts disclosed.

Form 990, Part VI, Section B, Line 15A

The board of directors review and approve the executive director's compensation on an annual basis.

Form 990, Part VI, Section C, Line 19

The organization makes is governing documents that are required to be publically disclosed upon formal request at the organization's head quarters and residences during normal business hours.

Filing and Contact Details

Filer

Filer Name
Eagle Star Housing Inc
EIN
45-5097554
Phone
5854185001
Address
2 STONELEIGH COURT, ROCHESTER, NY 14618

Signing Officer

Name
Zachary Fuller
Title
Executive Director
Phone
5854185001
Signed
2016-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zachary Fuller
Formed
2012
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
8

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Jonathan Miller
Phone
5853811000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of directors takes responsibility for the audit and reviews audit results on an annual basis. No changes have been made to this policy.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 6,439. Gain on disposal of equipment -2,500.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 6,439.

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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0205904
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01048
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01967
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01252
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04267
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02220606
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt0630366
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt0615136
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt0564360
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt0204840
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt02014702
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0691768
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0656752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0630712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0241374
IRS990ScheduleA/Total509Grp/TotalAmt02220606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0692816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0658719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0631964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0241374
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02224873
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/EquipmentGrp/BookValueAmt0189920
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011497
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0201417
IRS990ScheduleD/ExpensesNotReportedAmt06439
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0650738
IRS990ScheduleD/OtherExpensesIncludedAmt06439
IRS990ScheduleD/OtherRevenueAmt03939
IRS990ScheduleD/RevenueNotReportedAmt03939
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0695316
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 6,439. GAIN ON DISPOSAL OF EQUIPMENT -2,500.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 6,439.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0189920
IRS990ScheduleD/TotalExpensesPerForm990Amt0650738
IRS990ScheduleD/TotalRevenuePerForm990Amt0695316
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0699255
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0657177
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037741
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037741
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06439
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06439
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01750
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04689
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04689
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEDERAL FORM 990 WAS MADE AVAILABLE TO THE ORGANIZATION'S BOARD OF DIRECTORS VIA ELECTRONICALLY FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THE SECRETARY OF THE BOARD COMPILES THE STATEMENTS AND REPORTS TO THE BOARD OF DIRECTORS THE CONFLICTS DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IS GOVERNING DOCUMENTS THAT ARE REQUIRED TO BE PUBLICALLY DISCLOSED UPON FORMAL REQUEST AT THE ORGANIZATION'S HEAD QUARTERS AND RESIDENCES DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS TAKES RESPONSIBILITY FOR THE AUDIT AND REVIEWS AUDIT RESULTS ON AN ANNUAL BASIS. NO CHANGES HAVE BEEN MADE TO THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt010000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0140274
IRS990/TotalAssetsEOYAmt0356049
IRS990/TotalAssetsGrp/BOYAmt0140274
IRS990/TotalAssetsGrp/EOYAmt0356049
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt061402
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0750
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032994
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0616994
IRS990/TotalFunctionalExpensesGrp/TotalAmt0650738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021728
IRS990/TotalLiabilitiesEOYAmt0192925
IRS990/TotalLiabilitiesGrp/BOYAmt021728
IRS990/TotalLiabilitiesGrp/EOYAmt0192925
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118546
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163124
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0616994
IRS990/TotalProgramServiceRevenueAmt0630366
IRS990/TotalReportableCompFromOrgAmt073269
IRS990/TotalRevenueGrp/ExclusionAmt02500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0631414
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0695316
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0140274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0356049
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt06214
IRS990/TravelGrp/ProgramServicesAmt013869
IRS990/TravelGrp/TotalAmt020083
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0113546
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0153124
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 STONELEIGH COURT
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014618
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.EAGLESTARHOUSING.COM
IRS990/WhistleblowerPolicyInd01

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