Civic Intelligence

Marywood Inc

EIN 52-1225107 • 501(c)3 • Roanoke, VA

Profile

To provide housing for elderly and handicapped individuals.

3333 Peters Creek RoadRoanoke, VA 24019

www.csmmanagement.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.36x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.71x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

4.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$2,747,557

Down $78,888 (-2.8%) from 2023

Liabilities

Down

$984,049

Down $235,671 (-19%) from 2023

Net Assets

Up

$1,763,508

Up $156,783 (+9.8%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

Up

$1,384,198

Up $65,117 (+4.9%) from 2023

Expenses

Up

$1,227,415

Up $36,649 (+3.1%) from 2023

Net Income

Up

$156,783

Up $28,468 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $3,386,019Liabilities 2011: $3,511,326Net Assets 2011: -$125,3072011Assets 2012: $3,273,295Liabilities 2012: $3,369,243Net Assets 2012: -$95,9482012Assets 2013: $3,295,507Liabilities 2013: $3,291,200Net Assets 2013: $4,3072013Assets 2014: $3,276,859Liabilities 2014: $3,141,197Net Assets 2014: $135,6622014Assets 2015: $3,248,497Liabilities 2015: $2,958,813Net Assets 2015: $289,6842015Assets 2016: $3,157,126Liabilities 2016: $2,739,555Net Assets 2016: $417,5712016Assets 2017: $3,080,369Liabilities 2017: $2,493,047Net Assets 2017: $587,3222017Assets 2018: $3,006,358Liabilities 2018: $2,269,302Net Assets 2018: $737,0562018Assets 2019: $3,020,997Liabilities 2019: $2,096,974Net Assets 2019: $924,0232019Assets 2020: $3,036,060Liabilities 2020: $1,934,205Net Assets 2020: $1,101,8552020Assets 2021: $3,039,872Liabilities 2021: $1,696,357Net Assets 2021: $1,343,5152021Assets 2022: $2,978,118Liabilities 2022: $1,499,708Net Assets 2022: $1,478,4102022Assets 2023: $2,826,445Liabilities 2023: $1,219,720Net Assets 2023: $1,606,7252023Assets 2024: $2,747,557Liabilities 2024: $984,049Net Assets 2024: $1,763,5082024

Highlighted filing

2024

Assets$2,747,557
Liabilities$984,049
Net Assets$1,763,508
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $1,067,667Expenses 2011: $935,841Net Income 2011: $131,8262011Revenue 2012: $1,046,491Expenses 2012: $1,016,635Net Income 2012: $29,8562012Revenue 2013: $1,095,477Expenses 2013: $995,040Net Income 2013: $100,4372013Revenue 2014: $1,070,097Expenses 2014: $938,544Net Income 2014: $131,5532014Revenue 2015: $1,120,997Expenses 2015: $966,957Net Income 2015: $154,0402015Revenue 2016: $1,127,004Expenses 2016: $998,968Net Income 2016: $128,0362016Revenue 2017: $1,157,910Expenses 2017: $988,159Net Income 2017: $169,7512017Revenue 2018: $1,187,620Expenses 2018: $1,037,886Net Income 2018: $149,7342018Revenue 2019: $1,222,814Expenses 2019: $1,035,847Net Income 2019: $186,9672019Revenue 2020: $1,239,676Expenses 2020: $1,061,844Net Income 2020: $177,8322020Revenue 2021: $1,261,448Expenses 2021: $1,019,788Net Income 2021: $241,6602021Revenue 2022: $1,263,078Expenses 2022: $1,128,183Net Income 2022: $134,8952022Revenue 2023: $1,319,081Expenses 2023: $1,190,766Net Income 2023: $128,3152023Revenue 2024: $1,384,198Expenses 2024: $1,227,415Net Income 2024: $156,7832024

Highlighted filing

2024

Revenue$1,384,198
Expenses$1,227,415
Net Income$156,783
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,747,557
Liabilities
$984,049
Net assets
$1,763,508
Revenue
$1,384,198
Expenses
$1,227,415
Net income
$156,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.98$1.76$1.38$1.23$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$1.22$1.61$1.32$1.19$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$1.50$1.48$1.26$1.13$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$1.70$1.34$1.26$1.02$0.24
2020Detailed filing. Detailed filing data is available for this year.$3.04$1.93$1.10$1.24$1.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.02$2.10$0.92$1.22$1.04$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$2.27$0.74$1.19$1.04$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$2.49$0.59$1.16$0.99$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$2.74$0.42$1.13$1.00$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.25$2.96$0.29$1.12$0.97$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.28$3.14$0.14$1.07$0.94$0.13
2013Summary only. Only limited summary data is available for this year.$3.30$3.29$0.00$1.10$1.00$0.10
2012Summary only. Only limited summary data is available for this year.$3.27$3.37$0.10$1.05$1.02$0.03
2011Summary only. Only limited summary data is available for this year.$3.39$3.51$0.13$1.07$0.94$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$1,384,693
Mission and Program Overview

Mission

To provide housing for elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,831,971$1,680,151▼ $151,820
Accounts Receivable$25,176$48,774▲ $23,598
Prepaid Expenses and Deferred Charges$29,745$31,039▲ $1,294
Savings and Temporary Cash Investments$49,425$19,867▼ $29,558
Investments Other Securities$5,971$6,279▲ $308
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$2,826,445$2,747,557▼ $78,888
Other Assets Total$883,957$961,247▲ $77,290
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,105,876$864,674▼ $241,202
Accounts Payable and Accrued Expenses$70,733$74,198▲ $3,465
Other Liabilities$39,272$40,771▲ $1,499
Deferred Revenue$3,839$4,406▲ $567
Total Liabilities$1,219,720$984,049▼ $235,671
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,606,725$1,763,508▲ $156,783
Total Net Assets Fund Balance$1,606,725$1,763,508▲ $156,783
Total Liabilities and Net Assets / Fund Balance$2,826,445$2,747,557▼ $78,888

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$631,803$3,934,915$4,566,718
Equipment$708,587$909,780$1,618,367
Other Land Buildings$57,962$424,410$482,372
Land$281,799-$281,799
Other Assets Org$1,894--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Louise HartzPresident
Wayne T HalbleibVice President
Amanda BuckleyBoard Member
Bill MurphyBoard Member
Eric a GregoryBoard Member
Gina DavisBoard Member
Ellen S KnerrSecretary
Frank J Stumpf JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,377,158
Investment Income
$7,040
Other Revenue
$0
Change in Net Assets
$156,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,384,198
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$495
Total Revenue per Audited Statements
$1,384,693
Total Revenue per Form 990
$1,384,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$879,443
Salaries, Compensation, and Employee Benefits$347,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$283,850--$283,850
Other Salaries and Wages$271,448--$271,448
Fees for Services Management-$91,258-$91,258
Insurance$89,658--$89,658
Occupancy$87,918--$87,918
Other Employee Benefits$58,835--$58,835
Office Expenses$31,986$23,410-$55,396
Interest$32,564--$32,564
Fees for Services Accounting-$23,980-$23,980
Payroll Taxes$17,689--$17,689
Other Expenses$5,816--$5,816
Fees for Services Legal-$5,404-$5,404
Travel$2,733--$2,733
Advertising-$703-$703
All Other Expenses$460--$460
Total Functional Expenses$1,082,660$144,755$0$1,227,415

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,227,910
Expenses per Audited Statements$1,227,415
Total Expenses per Form 990$1,227,415
Expenses Not Reported on Form 990$495
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
Tenant Security Deposits$40,771
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 3

“The corporation paid a monthly management fee equal to 6.9% of gross receipts to an independent management agent. In addition, the corporation paid the management agent a financial accounting fee equal to $7.50 per dwelling unit per month. The current management contract is automatically renewed annually unless either party elects to terminate the agreement at the end of any annual period.”

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

“It is the practice of the independent auditor to present the form 990 to the entire board of directors and to explain in detail each part of the form 990, prior to its filing. During this meeting, the board is given the opportunity to ask questions related to items presented on the form 990.”

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

“The conflict of interest policy is reviewed with the board at one of the meetings held throughout the year. Any conflicts of interest are identified and required to be disclosed immediately.”

Form 990, Part VI, Section B, Line 15

“As part of the annual budgeting process, all salaries are reviewed for reasonableness and all changes are approved by the board.”

Form 990, Part VI, Section C, Line 19

“The organization makes their conflict of interest policy and financial statements available to the public upon request. The organization does not make public its governing documents.”

Filing and Contact Details

Filer

Filer Name
Marywood Inc
EIN
52-1225107
Phone
5405634565
Address
3333 PETERS CREEK ROAD, ROANOKE, VA 24019

Signing Officer

Name
Louise Hartz
Title
President
Phone
5405634565
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Hartz
Formed
1981
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
51

Preparer

Firm
Brown Edwards & Company Llp
Address
3906 ELECTRIC ROAD, ROANOKE, VA 24018
Preparer
Patrick Pittman
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets 495.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets 495.”

Raw XML AppendixShowing 400 of 510 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/BOYAmt070733
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt074198
IRS990/AccountsReceivableGrp/BOYAmt025176
IRS990/AccountsReceivableGrp/EOYAmt048774
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0703
IRS990/AdvertisingGrp/TotalAmt0703
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0460
IRS990/AllOtherExpensesGrp/TotalAmt0460
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COORDINATED SERVICES MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum05405634565
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 PETERS CREEK RD ROANOKE VA
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024019
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0200
IRS990/CashNonInterestBearingGrp/EOYAmt0200
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07040
IRS990/CYOtherExpensesAmt0879443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01377158
IRS990/CYRevenuesLessExpensesAmt0156783
IRS990/CYSalariesCompEmpBnftPaidAmt0347972
IRS990/CYTotalExpensesAmt01227415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01384198
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03839
IRS990/DeferredRevenueGrp/EOYAmt04406
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0283850
IRS990/DepreciationDepletionGrp/TotalAmt0283850
IRS990/Desc0TO PROVIDE HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS. MARYWOOD DOES NOT DESCRIMINATE ON THE BASIS OF RACE, SEX, RELIGION, OR NATIONAL ORIGIN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01082660
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023980
IRS990/FeesForServicesAccountingGrp/TotalAmt023980
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05404
IRS990/FeesForServicesLegalGrp/TotalAmt05404
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt091258
IRS990/FeesForServicesManagementGrp/TotalAmt091258
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUISE HARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1WAYNE T HALBLEIB
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK J STUMPF JR
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC A GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm4AMANDA BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN S KNERR
IRS990/Form990PartVIISectionAGrp/PersonNm6GINA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL MURPHY
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-495
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01384693
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt089658
IRS990/InsuranceGrp/TotalAmt089658
IRS990/InterestGrp/ProgramServicesAmt032564
IRS990/InterestGrp/TotalAmt032564
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07535
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07535
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05971
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06279
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05269105
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01831971
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01680151
IRS990/LandBldgEquipCostOrOtherBssAmt06949256
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0495
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01105876
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0864674
IRS990/NetAssetsOrFundBalancesBOYAmt01606725
IRS990/NetAssetsOrFundBalancesEOYAmt01763508
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-495
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01606725
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01763508
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt087918
IRS990/OccupancyGrp/TotalAmt087918
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023410
IRS990/OfficeExpensesGrp/ProgramServicesAmt031986
IRS990/OfficeExpensesGrp/TotalAmt055396
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0883957
IRS990/OtherAssetsTotalGrp/EOYAmt0961247
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt058835
IRS990/OtherExpensesGrp/Desc0REPAIR MATERIALS
IRS990/OtherExpensesGrp/Desc1GROUNDS CONTRACT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3ELEVATOR MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0118147
IRS990/OtherExpensesGrp/ProgramServicesAmt163410
IRS990/OtherExpensesGrp/ProgramServicesAmt218146
IRS990/OtherExpensesGrp/ProgramServicesAmt35816
IRS990/OtherExpensesGrp/TotalAmt0118147
IRS990/OtherExpensesGrp/TotalAmt163410
IRS990/OtherExpensesGrp/TotalAmt218146
IRS990/OtherExpensesGrp/TotalAmt35816
IRS990/OtherLiabilitiesGrp/BOYAmt039272
IRS990/OtherLiabilitiesGrp/EOYAmt040771
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0271448
IRS990/OtherSalariesAndWagesGrp/TotalAmt0271448
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt017689
IRS990/PayrollTaxesGrp/TotalAmt017689
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029745
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031039
IRS990/PrincipalOfficerNm0LOUISE HARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PMTS
IRS990/ProgramServiceRevenueGrp/Desc1TENANT RENT PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE COORDINATOR GR
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0884647
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1440513
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt238184
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0884647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1440513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313814
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3431
IRS990/PYOtherExpensesAmt0856791
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01322512
IRS990/PYRevenuesLessExpensesAmt0128315
IRS990/PYSalariesCompEmpBnftPaidAmt0333975
IRS990/PYTotalExpensesAmt01190766
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01319081
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0156783
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01384693
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019867
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0922831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0891439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0884686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0843729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0865715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04408400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01538
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0440513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0420641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0400372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0366647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0365546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01993719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017419
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013814
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010432
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015731
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011809
IRS990ScheduleA/OtherIncome509Grp/TotalAmt062856
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98760
IRS990ScheduleA/PublicSupportPY509Pct00.98770
IRS990ScheduleA/PublicSupportTotal509Amt06402119
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01363344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01312080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01285058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01210376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01231261
IRS990ScheduleA/Total509Grp/TotalAmt06402119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01384693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01328799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01297433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01226861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01244608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06482394
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0631803
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03934915
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04566718
IRS990ScheduleD/EquipmentGrp/BookValueAmt0708587
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0909780
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01618367
IRS990ScheduleD/ExpensesNotReportedAmt0495
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01227415
IRS990ScheduleD/LandGrp/BookValueAmt0281799
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0281799
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt048056
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1405196
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2506101
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31894
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherExpensesIncludedAmt0495
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057962
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0424410
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0482372
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0495
IRS990ScheduleD/RevenueNotReportedAmt0495
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01384198
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON SALE OF FIXED ASSETS 495.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON SALE OF FIXED ASSETS 495.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01680151
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0961247
IRS990ScheduleD/TotalExpensesPerForm990Amt01227415
IRS990ScheduleD/TotalLiabilityAmt040771
IRS990ScheduleD/TotalRevenuePerForm990Amt01384198
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01384693
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01227910
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION PAID A MONTHLY MANAGEMENT FEE EQUAL TO 6.9% OF GROSS RECEIPTS TO AN INDEPENDENT MANAGEMENT AGENT. IN ADDITION, THE CORPORATION PAID THE MANAGEMENT AGENT A FINANCIAL ACCOUNTING FEE EQUAL TO $7.50 PER DWELLING UNIT PER MONTH. THE CURRENT MANAGEMENT CONTRACT IS AUTOMATICALLY RENEWED ANNUALLY UNLESS EITHER PARTY ELECTS TO TERMINATE THE AGREEMENT AT THE END OF ANY ANNUAL PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS THE PRACTICE OF THE INDEPENDENT AUDITOR TO PRESENT THE FORM 990 TO THE ENTIRE BOARD OF DIRECTORS AND TO EXPLAIN IN DETAIL EACH PART OF THE FORM 990, PRIOR TO ITS FILING. DURING THIS MEETING, THE BOARD IS GIVEN THE OPPORTUNITY TO ASK QUESTIONS RELATED TO ITEMS PRESENTED ON THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD AT ONE OF THE MEETINGS HELD THROUGHOUT THE YEAR. ANY CONFLICTS OF INTEREST ARE IDENTIFIED AND REQUIRED TO BE DISCLOSED IMMEDIATELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS PART OF THE ANNUAL BUDGETING PROCESS, ALL SALARIES ARE REVIEWED FOR REASONABLENESS AND ALL CHANGES ARE APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES THEIR CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE PUBLIC ITS GOVERNING DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARY'S WOODS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OUR LADY OF HOPE HEALTH CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0541409205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1541726771

Document Assets

No mirrored PDF or thumbnail assets are attached yet.