Civic Intelligence

Abilities at Eagle'S Nest Inc

990 • Fiscal year 2019 • EIN 51-0530353

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

95th percentile

1.25x

Higher debt load relative to assets than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

9.62x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$570,707

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 700.2% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$626,661

Down $24,728 (-3.8%) from 2018

Net Assets

Down

-$157,396

Down $19,395 (-14%) from 2018

Liabilities

Down

$784,057

Down $5,333 (-0.7%) from 2018

Revenue

Up

$81,505

Up $21,672 (+36%) from 2018

Expenses

Up

$100,900

Up $22,192 (+28%) from 2018

Net Income

Down

-$19,395

Down $520 (-2.8%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2014: $717,990Liabilities 2014: $777,519Net Assets 2014: -$59,5292014Assets 2015: $692,141Liabilities 2015: $768,885Net Assets 2015: -$76,7442015Assets 2016: $681,474Liabilities 2016: $778,110Net Assets 2016: -$96,6362016Assets 2017: $663,725Liabilities 2017: $782,851Net Assets 2017: -$119,1262017Assets 2018: $651,389Liabilities 2018: $789,390Net Assets 2018: -$138,0012018Assets 2019: $626,661Liabilities 2019: $784,057Net Assets 2019: -$157,3962019Assets 2020: $611,543Liabilities 2020: $790,489Net Assets 2020: -$178,9462020Assets 2021: $592,862Liabilities 2021: $776,596Net Assets 2021: -$183,7342021Assets 2022: $567,460Liabilities 2022: $759,163Net Assets 2022: -$191,7032022Assets 2023: $562,193Liabilities 2023: $773,267Net Assets 2023: -$211,0742023Assets 2024: $545,341Liabilities 2024: $780,864Net Assets 2024: -$235,5232024Assets 2025: $518,172Liabilities 2025: $765,855Net Assets 2025: -$247,6832025

Highlighted filing

2019

Assets$626,661
Liabilities$784,057
Net Assets-$157,396

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $147,271Expenses 2014: $58,828Net Income 2014: $88,4432014Revenue 2015: $48,671Expenses 2015: $65,886Net Income 2015: -$17,2152015Revenue 2016: $50,624Expenses 2016: $70,516Net Income 2016: -$19,8922016Revenue 2017: $52,754Expenses 2017: $75,244Net Income 2017: -$22,4902017Revenue 2018: $59,833Expenses 2018: $78,708Net Income 2018: -$18,8752018Revenue 2019: $81,505Expenses 2019: $100,900Net Income 2019: -$19,3952019Revenue 2020: $67,881Expenses 2020: $89,431Net Income 2020: -$21,5502020Revenue 2021: $69,477Expenses 2021: $74,265Net Income 2021: -$4,7882021Revenue 2022: $68,753Expenses 2022: $76,722Net Income 2022: -$7,9692022Revenue 2023: $72,042Expenses 2023: $91,413Net Income 2023: -$19,3712023Revenue 2024: $67,747Expenses 2024: $92,196Net Income 2024: -$24,4492024Revenue 2025: $79,992Expenses 2025: $92,152Net Income 2025: -$12,1602025

Highlighted filing

2019

Revenue$81,505
Expenses$100,900
Net Income-$19,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$81,505
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$620,667$601,370▼ $19,297
Cash and Non-Interest-Bearing Accounts$24,953$19,776▼ $5,177
Prepaid Expenses and Deferred Charges$4,147$4,514▲ $367
Accounts Receivable$1,622$1,001▼ $621
Total Assets$651,389$626,661▼ $24,728
Liabilities
Other Liabilities$755,763$755,603▼ $160
Accounts Payable and Accrued Expenses$33,627$28,454▼ $5,173
Total Liabilities$789,390$784,057▼ $5,333
Net Assets / Fund Balance
Unrestricted Net Assets$-138,001$-157,396▼ $19,395
Total Net Assets Fund Balance$-138,001$-157,396▼ $19,395
Total Liabilities and Net Assets / Fund Balance$651,389$626,661▼ $24,728

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$601,370$233,337$834,707

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$26,337,146$1,336,888▲ $1,276,788$1,248,541$27,612,281
2017$24,395,027$971,711▲ $1,419,425$333,767$26,337,146
2016$25,498,672$177,306▲ $1,540,306$2,706,267$24,395,027
2015$24,869,034$684,625▲ $523,575$463,573$25,498,672
2014$17,358,456$6,874,748▲ $1,051,206$400,387$24,769,034
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa CiccolelliPresident$126,947$126,947

Board Members and Trustees

NameTitle
Dawn CruzChairman
Janet SamuelsonPresident & CEO
Rob SumnerVice Chairman
Amanda GomezDirector
Chuck SmithDirector
Diane McadamsDirector
Kevin SouthcottDirector
Mark LumpkinDirector
David HodgeExecutive VP & CFO
Patricia DriscollSecretary
Shirley Quinnell-friedlanderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$81,503
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$-19,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,505
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,757,231
Total Revenue per Audited Statements
$16,838,736
Total Revenue per Form 990
$81,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,132
Salaries, Compensation, and Employee Benefits$12,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$22,449--$22,449
Fees for Services Other$20,722--$20,722
Other Salaries and Wages$8,030$4,738-$12,768
Office Expenses$7,670--$7,670
Fees for Services Management-$7,269-$7,269
Fees for Services Legal-$5,429-$5,429
Insurance$4,187--$4,187
Fees for Services Accounting-$3,561-$3,561
Other Expenses$595--$595
Occupancy$230--$230
Total Functional Expenses$79,903$20,997$0$100,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,251,902
Expenses Not Reported on Form 990$17,151,002
Expenses per Audited Statements$100,900
Total Expenses per Form 990$100,900
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$715,100
Intercompany Payable$35,186
Miscellaneous Liabilities$4,067
Tenant Security Deposit$1,250
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
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 eagle's nest, 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 eagle's nest, 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 for all senior executives 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 EAGLE'S NEST INC
EIN
51-0530353
Phone
7275387370
Address
2735 WHITNEY ROAD, CLEARWATER, FL 33760-1610

Signing Officer

Name
Nate Hoover
Title
Evp - Finance
Phone
7275387370
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Samuelson
Formed
2004
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
1861 INTERNATIONAL DRIVE SUITE 400, MCLEAN, VA 22102
Preparer
Yong Zhang CPA
Phone
7033366400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 20,722. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,722.

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. Additionally, the board of trustees of servicesource foundation, inc. Has designated $1,950,000 and $200,000 for the disability resource center and friendship house, 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:

Decrease in interest in na of abilities foundations -408,075. Hfi revenue in consolidating financial statements 1,074,258. Hfi space coast revenue in consolidating financial statements 68,868. Hud revenue in consolidated financial statements 2,505,806. Abilities of florida revenue in consolidated financial statements 13,516,374.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Hud expenses in consolidating financial statements 2,487,743. Hfi expenses in consolidating financial statements 1,766,782. Hfi space coast expenses in consolidating financial statements 81,491. Abilities of florida expenses in consolidating financial statements 12,814,986.

Raw XML AppendixShowing 400 of 932 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/BOYAmt033627
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028454
IRS990/AccountsReceivableGrp/BOYAmt01622
IRS990/AccountsReceivableGrp/EOYAmt01001
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GENE THOMAS
IRS990/BooksInCareOfDetail/PhoneNum07276008929
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02735 WHITNEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0337601610
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024953
IRS990/CashNonInterestBearingGrp/EOYAmt019776
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/CYInvestmentIncomeAmt02
IRS990/CYOtherExpensesAmt088132
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt081503
IRS990/CYRevenuesLessExpensesAmt0-19395
IRS990/CYSalariesCompEmpBnftPaidAmt012768
IRS990/CYTotalExpensesAmt0100900
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt081505
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022449
IRS990/DepreciationDepletionGrp/TotalAmt022449
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/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt079903
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03561
IRS990/FeesForServicesAccountingGrp/TotalAmt03561
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05429
IRS990/FeesForServicesLegalGrp/TotalAmt05429
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt07269
IRS990/FeesForServicesManagementGrp/TotalAmt07269
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020722
IRS990/FeesForServicesOtherGrp/TotalAmt020722
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.90
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/AverageHoursPerWeekRltdOrgRt80.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt939.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
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/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt940016
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt102317
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1121639
IRS990/Form990PartVIISectionAGrp/PersonNm0DAWN CRUZ
IRS990/Form990PartVIISectionAGrp/PersonNm1ROB SUMNER
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA DRISCOLL
IRS990/Form990PartVIISectionAGrp/PersonNm3SHIRLEY QUINNELL-FRIEDLANDER
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE MCADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN SOUTHCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK LUMPKIN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHUCK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8AMANDA GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9JANET SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA CICCOLELLI
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9530691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10417042
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11105308
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt081505
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04187
IRS990/InsuranceGrp/TotalAmt04187
IRS990/InvestmentIncomeGrp/ExclusionAmt02
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0233337
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0620667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0601370
IRS990/LandBldgEquipCostOrOtherBssAmt0834707
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/NetAssetsOrFundBalancesBOYAmt0-138001
IRS990/NetAssetsOrFundBalancesEOYAmt0-157396
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0230
IRS990/OccupancyGrp/TotalAmt0230
IRS990/OfficeExpensesGrp/ProgramServicesAmt07670
IRS990/OfficeExpensesGrp/TotalAmt07670
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONDOMINIUM FEES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt016020
IRS990/OtherExpensesGrp/ProgramServicesAmt1595
IRS990/OtherExpensesGrp/TotalAmt016020
IRS990/OtherExpensesGrp/TotalAmt1595
IRS990/OtherLiabilitiesGrp/BOYAmt0755763
IRS990/OtherLiabilitiesGrp/EOYAmt0755603
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04738
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08030
IRS990/OtherSalariesAndWagesGrp/TotalAmt012768
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04147
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04514
IRS990/PrincipalOfficerNm0JANET SAMUELSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc1HUD REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046995
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121787
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212721
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212721
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt066528
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt059831
IRS990/PYRevenuesLessExpensesAmt0-18875
IRS990/PYSalariesCompEmpBnftPaidAmt012180
IRS990/PYTotalExpensesAmt078708
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059833
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-19395
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081503
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0293380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0293380
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048670
IRS990ScheduleA/Total509Grp/TotalAmt0293380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048671
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0293387
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0601370
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0233337
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0834707
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026337146
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01336888
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027612281
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01276788
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01248541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024395027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0971711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026337146
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt090250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01419425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0333767
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025498672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0177306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024395027
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01540306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02706267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt024869034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0684625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025498672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0523575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0463573
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017358456
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06874748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024769034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01051206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0400387
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt017151002
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0100900
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt017151002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2715100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HUD CAPITAL ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MISCELLANEOUS LIABILITIES
IRS990ScheduleD/OtherRevenueAmt016757231
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt016757231
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt081505
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. ADDITIONALLY, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION, INC. HAS DESIGNATED $1,950,000 AND $200,000 FOR THE DISABILITY RESOURCE CENTER AND FRIENDSHIP HOUSE, 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/ExplanationTxt2DECREASE IN INTEREST IN NA OF ABILITIES FOUNDATIONS -408,075. HFI REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 1,074,258. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 68,868. HUD REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 2,505,806. ABILITIES OF FLORIDA REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 13,516,374.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 2,487,743. HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,766,782. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 81,491. ABILITIES OF FLORIDA EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 12,814,986.
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/TotalBookValueLandBuildingsAmt0601370
IRS990ScheduleD/TotalExpensesPerForm990Amt0100900
IRS990ScheduleD/TotalLiabilityAmt0755603
IRS990ScheduleD/TotalRevenuePerForm990Amt081505
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016838736
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017251902
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings