Civic Intelligence

Marywood Inc.

990 • Fiscal year 2014 • EIN 52-1225107

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 18, 2015

Organization ProfileWWW.CSMMANAGEMENT.COM
3333 Peters Creek RoadRoanoke, VA 24019

(540) 563-4565

Siviq Scores

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

Liabilities / Assets

90th percentile

0.96x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

2.94x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-2.3%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$3,276,859

Down $18,648 (-0.6%) from 2013

Net Assets

Up

$135,662

Up $131,355 (+3050%) from 2013

Liabilities

Down

$3,141,197

Down $150,003 (-4.6%) from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin71st percentile

Revenue

Down

$1,070,097

Down $25,380 (-2.3%) from 2013

Expenses

Down

$938,544

Down $56,496 (-5.7%) from 2013

Net Income

Up

$131,553

Up $31,116 (+31%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2014

Assets$3,276,859
Liabilities$3,141,197
Net Assets$135,662
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,070,097
Expenses$938,544
Net Income$131,553
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 18, 2015
Return Version
2014v5.0
Gross Receipts
$1,115,399
Mission and Program Overview

Mission

To provide housing for elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,433,806$2,339,423▼ $94,383
Intangible Assets$122,055$113,540▼ $8,515
Savings and Temporary Cash Investments$56,060$75,467▲ $19,407
Investments Other Securities$23,106$23,108▲ $2
Prepaid Expenses and Deferred Charges$19,548$12,170▼ $7,378
Accounts Receivable$6,964$5,914▼ $1,050
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$3,295,507$3,276,859▼ $18,648
Other Assets Total$633,768$707,037▲ $73,269
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,142,029$2,982,172▼ $159,857
Accounts Payable and Accrued Expenses$114,860$125,421▲ $10,561
Other Liabilities$33,349$33,002▼ $347
Deferred Revenue$962$602▼ $360
Total Liabilities$3,291,200$3,141,197▼ $150,003
Net Assets / Fund Balance
Unrestricted Net Assets$4,307$135,662▲ $131,355
Total Net Assets Fund Balance$4,307$135,662▲ $131,355
Total Liabilities and Net Assets / Fund Balance$3,295,507$3,276,859▼ $18,648

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,438,519$2,648,146$4,086,665
Equipment$529,191$366,834$896,025
Other Land Buildings$89,914$367,647$457,561
Land$281,799-$281,799
Other Assets Org$1,406--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
M James WallacePresident
Ray G SnowVice President
Carmen ReillyBoard Member
David E AndersonBoard Member
Eric a GregoryBoard Member
Francesca J WashingtonBoard Member
Frank J Stumpf JrBoard Member
Marian DolliverSecretary
Louise HartzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,114,433
Investment Income
$-44,336
Other Revenue
$0
Change in Net Assets
$131,553

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,070,097
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-198
Total Revenue per Audited Statements
$1,069,899
Total Revenue per Form 990
$1,070,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$713,724
Salaries, Compensation, and Employee Benefits$224,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$233,527--$233,527
Other Salaries and Wages$112,295$69,360-$181,655
Interest$133,579--$133,579
Fees for Services Management-$76,257-$76,257
Occupancy$68,655--$68,655
Insurance$43,942--$43,942
Other Employee Benefits$20,004$12,356-$32,360
Office Expenses$21,413$10,317-$31,730
All Other Expenses$22,217--$22,217
Fees for Services Accounting-$19,980-$19,980
Payroll Taxes$6,679$4,126-$10,805
Other Expenses$10,340--$10,340
Travel$7,791--$7,791
Fees for Services Legal-$2,625-$2,625
Advertising-$2,563-$2,563
Total Functional Expenses$740,960$197,584$0$938,544

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$938,544
Total Expenses per Audited Statements$938,544
Total Expenses per Form 990$938,544
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$33,002
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 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 7% 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 11

“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
M James Wallace
Title
President
Phone
5405634565
Signed
2015-02-18

Organization Details

Principal Officer
M James Wallace
Formed
1981
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
10

Preparer

Firm
Brown Edwards & Co Llp
Address
319 MCCLANAHAN ST SW, ROANOKE, VA 24014
Preparer
John Aldridge
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for oversight of the audit of its financial statements and the selection of the independent auditor. This process is unchanged from the prior years.”

Raw XML AppendixShowing 400 of 507 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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IRS990/Form990PartVIISectionAGrp/PersonNm0M JAMES WALLACE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/OtherExpensesGrp/TotalAmt034877
IRS990/OtherExpensesGrp/TotalAmt113930
IRS990/OtherExpensesGrp/TotalAmt211711
IRS990/OtherExpensesGrp/TotalAmt310340
IRS990/OtherLiabilitiesGrp/BOYAmt033349
IRS990/OtherLiabilitiesGrp/EOYAmt033002
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112295
IRS990/OtherSalariesAndWagesGrp/TotalAmt0181655
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04126
IRS990/PayrollTaxesGrp/ProgramServicesAmt06679
IRS990/PayrollTaxesGrp/TotalAmt010805
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012170
IRS990/PrincipalOfficerNm0M JAMES WALLACE
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/RelatedOrExemptFuncIncomeAmt0842931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1240373
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0842931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1240373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37622
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3607
IRS990/PYOtherExpensesAmt0768460
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01099084
IRS990/PYRevenuesLessExpensesAmt0100437
IRS990/PYSalariesCompEmpBnftPaidAmt0226580
IRS990/PYTotalExpensesAmt0995040
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01095477
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0131553
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01070097
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056060
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075467
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0866438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0828045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0813645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0807139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0757572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04072839
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0965
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01953
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0965
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07378
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07622
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt09031
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09189
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt08315
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt08627
IRS990ScheduleA/OtherIncome509Grp/TotalAmt042784
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98780
IRS990ScheduleA/PublicSupportPY509Pct00.98710
IRS990ScheduleA/PublicSupportTotal509Amt04072839
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0866438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0828045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0813645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0807139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0757572
IRS990ScheduleA/Total509Grp/TotalAmt04072839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0875026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0838041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0824178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0817604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0768152
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04123001
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01438519
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02648146
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04086665
IRS990ScheduleD/EquipmentGrp/BookValueAmt0529191
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0366834
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0896025
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0938544
IRS990ScheduleD/LandGrp/BookValueAmt0281799
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0281799
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-198
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt045949
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1373776
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2285906
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31406
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt089914
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0367647
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0457561
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt0-198
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01070097
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02339423
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0707037
IRS990ScheduleD/TotalExpensesPerForm990Amt0938544
IRS990ScheduleD/TotalLiabilityAmt033002
IRS990ScheduleD/TotalRevenuePerForm990Amt01070097
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01069899
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0938544
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION PAID A MONTHLY MANAGEMENT FEE EQUAL TO 7% 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 BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,276,859
Liabilities
$3,141,197
Net assets
$135,662
Revenue
$1,070,097
Expenses
$938,544
Net income
$131,553
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