Civic Intelligence

Vermont Seniors

990 • Fiscal year 2016 • EIN 51-0428852

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization ProfileN/A
904 Silver Spur 190Rolling Hills Estates, CA 90274

(310) 877-0346

Siviq Scores

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

Liabilities / Assets

97th percentile

1.29x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

51.48x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-2.8%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$24,170,975

Down $684,764 (-2.8%) from 2015

Net Assets

Down

-$7,125,844

Down $958,520 (-16%) from 2015

Liabilities

Up

$31,296,819

Up $273,756 (+0.9%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$607,906

Down $17,306 (-2.8%) from 2015

Expenses

Down

$1,615,392

Down $29,859 (-1.8%) from 2015

Net Income

Up

-$1,007,486

Up $12,553 (+1.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$40M$20M$0-$20MAssets 2014: $25,524,636Liabilities 2014: $30,671,921Net Assets 2014: -$5,147,2852014Assets 2015: $24,855,739Liabilities 2015: $31,023,063Net Assets 2015: -$6,167,3242015Assets 2016: $24,170,975Liabilities 2016: $31,296,819Net Assets 2016: -$7,125,8442016Assets 2017: $23,527,126Liabilities 2017: $31,696,119Net Assets 2017: -$8,168,9932017Assets 2018: $23,257,899Liabilities 2018: $32,479,945Net Assets 2018: -$9,222,0462018

Highlighted filing

2016

Assets$24,170,975
Liabilities$31,296,819
Net Assets-$7,125,844
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $603,813Expenses 2014: $1,642,460Net Income 2014: -$1,038,6472014Revenue 2015: $625,212Expenses 2015: $1,645,251Net Income 2015: -$1,020,0392015Revenue 2016: $607,906Expenses 2016: $1,615,392Net Income 2016: -$1,007,4862016Revenue 2017: $602,695Expenses 2017: $1,598,050Net Income 2017: -$995,3552017Revenue 2018: $925,116Expenses 2018: $1,978,169Net Income 2018: -$1,053,0532018

Highlighted filing

2016

Revenue$607,906
Expenses$1,615,392
Net Income-$1,007,486
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$607,906
Mission and Program Overview

Mission

The project's mission is to provide low-income elderly and handicapped persons with housing facilities and services.

Assist low-income elderly and handicapped persons in obtaining decent, safe & sanitary housing through a system of rental subsidies

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,729,046$24,067,408▼ $661,638
Loans From Officers Directors$438,859$438,859→ $0
Cash and Non-Interest-Bearing Accounts$13,984$3,610▼ $10,374
Prepaid Expenses and Deferred Charges$11,843$939▼ $10,904
Accounts Receivable$490$419▼ $71
Total Assets$24,855,739$24,170,975▼ $684,764
Other Assets Total$100,376$98,599▼ $1,777
Liabilities
Mortgage Notes Payable Secured by Investment Property$27,576,902$27,598,417▲ $21,515
Other Liabilities$2,779,242$3,107,058▲ $327,816
Accounts Payable and Accrued Expenses$215,721$151,787▼ $63,934
Deferred Revenue$12,339$698▼ $11,641
Total Liabilities$31,023,063$31,296,819▲ $273,756
Net Assets / Fund Balance
Unrestricted Net Assets$-6,167,324$-7,125,844▼ $958,520
Total Net Assets Fund Balance$-6,167,324$-7,125,844▼ $958,520
Total Liabilities and Net Assets / Fund Balance$24,855,739$24,170,975▼ $684,764

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,698,127$4,767,408-
Other Land Buildings$0$90,095-
Land$2,369,281--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Beatice GibsonPresident
Beverly AllenDirector
Fannie BluntDirector
Joe SweetDirector
Shelby JordanDirector
Donzella JordanSecretary
Charles MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,479
Program Service Revenue
$444,288
Investment Income
$139
Other Revenue
$0
Change in Net Assets
$-1,007,486

Audited Revenue Reconciliation

Revenue per Audited Statements
$607,906
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$607,906
Total Revenue per Form 990
$607,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,412,987
Salaries, Compensation, and Employee Benefits$202,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$661,638--$661,638
Interest$328,698--$328,698
Other Salaries and Wages$148,193--$148,193
Fees for Services Management-$83,652-$83,652
Other Employee Benefits$40,091--$40,091
Insurance$30,070--$30,070
Office Expenses$28,816--$28,816
Occupancy$26,859--$26,859
Payroll Taxes$14,121--$14,121
Fees for Services Accounting-$11,750-$11,750
Fees for Services Legal$3,350$7,000-$10,350
Advertising$1,776--$1,776
Other Expenses$1,688--$1,688
Total Functional Expenses$1,512,990$102,402$0$1,615,392

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,615,392
Total Expenses per Audited Statements$1,615,392
Total Expenses per Form 990$1,615,392
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
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$438,859$438,859→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$3,068,866
Tenant Security Deposits$38,192
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

“Shelby jordan and donzella jordan are married fannie blunt and beatrice gibson are sisters”

Form 990, Part VI, Section A, line 3

“John stewart company handles all the bookkeeping and management of the entity. Management fees are calculated and paid in accordance with the requirements of chapter 3 of hud handbook 4381.5 rev-2 and the management agent's certification with hud.”

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

“A copy of the return is presented to the governing body for review prior to its filing with the internal revenue service.”

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

“The organization has consistent monitoring and enforcement. Contractors and vendors are required to disclose conflicts of interest.”

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
Vermont Seniors
EIN
51-0428852
Phone
3108770346
Address
904 SILVER SPUR 190, ROLLING HILLS ESTATES, CA 90274

Signing Officer

Name
Shelby Jordan
Title
Secretary
Phone
3108770346
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donzella Jordan
Formed
2003
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

Firm
Nsbn Llp
Address
1925 CENTURY PARK E FL 16, LOS ANGELES, CA 90067
Preparer
Carey Heyman
Phone
3102732501
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The project has evaluated its tax position and the certainty as to whether that tax position will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax position evaluated is related to the project's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that the income tax position is more likely than not (>50%) of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

Raw XML AppendixShowing 400 of 430 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT HAS EVALUATED ITS TAX POSITION AND THE CERTAINTY AS TO WHETHER THAT TAX POSITION WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITION EVALUATED IS RELATED TO THE PROJECT'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT THE INCOME TAX POSITION IS MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHELBY JORDAN AND DONZELLA JORDAN ARE MARRIED FANNIE BLUNT AND BEATRICE GIBSON ARE SISTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN STEWART COMPANY HANDLES ALL THE BOOKKEEPING AND MANAGEMENT OF THE ENTITY. MANAGEMENT FEES ARE CALCULATED AND PAID IN ACCORDANCE WITH THE REQUIREMENTS OF CHAPTER 3 OF HUD HANDBOOK 4381.5 REV-2 AND THE MANAGEMENT AGENT'S CERTIFICATION WITH HUD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN IS PRESENTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS CONSISTENT MONITORING AND ENFORCEMENT. CONTRACTORS AND VENDORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990/USAddress/AddressLine1Txt0904 SILVER SPUR 190
IRS990/USAddress/CityNm0ROLLING HILLS ESTATES
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,170,975
Liabilities
$31,296,819
Net assets
-$7,125,844
Revenue
$607,906
Expenses
$1,615,392
Net income
-$1,007,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$32.5$9.22$0.93$1.98$1.05
2017Summary only. Only limited summary data is available for this year.$23.5$31.7$8.17$0.60$1.60$1.00
2016Detailed filing. Detailed filing data is available for this year.$24.2$31.3$7.13$0.61$1.62$1.01
2015Summary only. Only limited summary data is available for this year.$24.9$31.0$6.17$0.63$1.65$1.02
2014Summary only. Only limited summary data is available for this year.$25.5$30.7$5.15$0.60$1.64$1.04