Civic Intelligence

Patricia and Mark Joseph Shelter Foundation Inc.

990 • Fiscal year 2021 • EIN 52-1738992

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization ProfileN/A

View Organization Page

200 East Pratt Street 4100Baltimore, MD 21202-6155

(410) 962-0595

Siviq Scores

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

Liabilities / Assets

44th percentile

0.19x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

1.50x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

7th percentile

$34,976

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

30th percentile

4.6%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

62%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$50,852,875

Up $2,251,321 (+4.6%) from 2020

Net Assets

Up

$41,292,489

Up $3,156,805 (+8.3%) from 2020

Liabilities

Down

$9,560,386

Down $905,484 (-8.7%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin74th percentile

Revenue

Up

$6,368,087

Up $2,435,030 (+62%) from 2020

Expenses

Up

$4,473,434

Up $648,368 (+17%) from 2020

Net Income

Up

$1,894,653

Up $1,786,662 (+1654%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2010: $33,062,095Liabilities 2010: $11,791,701Net Assets 2010: $21,270,3942010Assets 2011: $32,863,907Liabilities 2011: $11,569,421Net Assets 2011: $21,294,4862011Assets 2012: $33,974,638Liabilities 2012: $11,036,629Net Assets 2012: $22,938,0092012Assets 2013: $36,529,657Liabilities 2013: $12,042,928Net Assets 2013: $24,486,7292013Assets 2014: $37,672,083Liabilities 2014: $12,320,211Net Assets 2014: $25,351,8722014Assets 2015: $46,449,772Liabilities 2015: $12,049,979Net Assets 2015: $34,399,7932015Assets 2016: $45,008,397Liabilities 2016: $19,342,587Net Assets 2016: $25,665,8102016Assets 2017: $52,039,122Liabilities 2017: $15,120,045Net Assets 2017: $36,919,0772017Assets 2018: $45,763,578Liabilities 2018: $13,150,197Net Assets 2018: $32,613,3812018Assets 2019: $47,034,723Liabilities 2019: $11,927,175Net Assets 2019: $35,107,5482019Assets 2020: $48,601,554Liabilities 2020: $10,465,870Net Assets 2020: $38,135,6842020Assets 2021: $50,852,875Liabilities 2021: $9,560,386Net Assets 2021: $41,292,4892021Assets 2022: $42,394,224Liabilities 2022: $8,574,301Net Assets 2022: $33,819,9232022Assets 2023: $43,918,473Liabilities 2023: $8,912,153Net Assets 2023: $35,006,3202023Assets 2024: $47,118,575Liabilities 2024: $8,512,255Net Assets 2024: $38,606,3202024

Highlighted filing

2021

Assets$50,852,875
Liabilities$9,560,386
Net Assets$41,292,489
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $2,807,9532010Expenses 2011: $3,094,2782011Expenses 2012: $2,991,5332012Revenue 2013: $4,008,128Expenses 2013: $3,339,849Net Income 2013: $668,2792013Revenue 2014: $4,425,156Expenses 2014: $3,486,006Net Income 2014: $939,1502014Revenue 2015: $15,959,646Expenses 2015: $6,038,527Net Income 2015: $9,921,1192015Revenue 2016: $3,478,633Expenses 2016: $13,576,031Net Income 2016: -$10,097,3982016Revenue 2017: $15,274,723Expenses 2017: $7,931,052Net Income 2017: $7,343,6712017Revenue 2018: $4,526,517Expenses 2018: $5,539,192Net Income 2018: -$1,012,6752018Revenue 2019: $4,187,180Expenses 2019: $5,637,133Net Income 2019: -$1,449,9532019Revenue 2020: $3,933,057Expenses 2020: $3,825,066Net Income 2020: $107,9912020Revenue 2021: $6,368,087Expenses 2021: $4,473,434Net Income 2021: $1,894,6532021Revenue 2022: $4,227,120Expenses 2022: $4,881,819Net Income 2022: -$654,6992022Revenue 2023: $4,298,469Expenses 2023: $6,978,945Net Income 2023: -$2,680,4762023Revenue 2024: $5,530,967Expenses 2024: $5,167,218Net Income 2024: $363,7492024

Highlighted filing

2021

Revenue$6,368,087
Expenses$4,473,434
Net Income$1,894,653
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$8,363,228
Mission and Program Overview

Mission

To provide housing, including owning, investing in and operating rental housing projects and all related amenities to benefit homeless persons, the elderly and persons of low or moderate income; to educate the public about housing needs; to provide education and training in housing management and related services; and to operate programs which aid distressed urban areas.

To provide affordable housing to persons of low and moderate income and to make grants to nonprofit organizations and agencies that address the needs of children, the elderly and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,894,240$36,740,581▲ $846,341
Land, Buildings, and Equipment, Net$5,214,845$4,911,602▼ $303,243
Savings and Temporary Cash Investments$2,824,258$4,206,984▲ $1,382,726
Investments Other Securities$2,598,318$2,890,530▲ $292,212
Cash and Non-Interest-Bearing Accounts$1,120,048$1,123,600▲ $3,552
Prepaid Expenses and Deferred Charges$171,906$191,253▲ $19,347
Other Notes and Loans Receivable, Net$40,872$40,872→ $0
Accounts Receivable$3,194$333▼ $2,861
Total Assets$48,601,554$50,852,875▲ $2,251,321
Other Assets Total$733,873$747,120▲ $13,247
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,155,796$6,901,995▼ $253,801
Grants Payable$3,113,299$2,445,623▼ $667,676
Accounts Payable and Accrued Expenses$92,059$111,889▲ $19,830
Other Liabilities$84,877$84,867▼ $10
Deferred Revenue$19,839$16,012▼ $3,827
Total Liabilities$10,465,870$9,560,386▼ $905,484
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,135,684$41,292,489▲ $3,156,805
Total Net Assets Fund Balance$38,135,684$41,292,489▲ $3,156,805
Total Liabilities and Net Assets / Fund Balance$48,601,554$50,852,875▲ $2,251,321

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,118,730$7,395,401$11,514,131
Land$750,000-$750,000
Other Land Buildings$42,872$290,039$332,911
Other Securities$2,781,813--
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleBaseTotal
Tracey R TizardAssistant Secretary$34,976$34,976

Board Members and Trustees

NameTitle
Patricia H JosephChairperson
Mark K JosephPresident/treasurer
Cara S WeimanVice-president
Jessica K JosephVice-president
Jonathan D EisnerDirector
Patricia P BaumDirector
Shale D StillerDirector
Robert C Embry JrSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Enterprise Residentail LLCManagement Fee875 HOLLINS ST 202, Baltimore, MD 21201$194,900
Rbc Wealth ManagementAsset Management Fee1906 TOWN CENTER BLVD SUITE 375, Annapolis, MD 21401$124,497
Revenue and Support

Revenue Composition

Contributions and Grants
$860,246
Program Service Revenue
$3,113,713
Investment Income
$2,378,227
Other Revenue
$15,901
All Other Contributions
$860,246
Change in Net Assets
$1,894,653

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$860,246Fair Market Value (FMV)
Total Noncash Contributions1$860,246-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,242,507
Revenue Not Reported on Financial Statements
$125,580
Revenue Not Reported on Form 990
$1,291,474
Total Revenue per Audited Statements
$7,533,981
Total Revenue per Form 990
$6,368,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,047,150
Other Expenses$2,019,081
Salaries, Compensation, and Employee Benefits$407,203
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,047,150--$2,047,150
Occupancy$457,329$-42-$457,287
Interest$444,525--$444,525
Depreciation Depletion$303,243--$303,243
Other Salaries and Wages$283,312$10,597-$293,909
Fees for Services Management-$194,990-$194,990
Fees for Services Other$129,650$17,501-$147,151
Fees for Service Investment Mgmnt Fees-$125,580-$125,580
Other Employee Benefits$75,032--$75,032
Fees for Services Accounting-$73,171-$73,171
Current Officers, Directors, Trustees, and Key Employees$33,715$1,261-$34,976
Other Expenses$13,624--$13,624
Insurance-$9,786-$9,786
Payroll Taxes$3,286--$3,286
Fees for Services Legal$2,236--$2,236
Total Functional Expenses$4,040,590$432,844$0$4,473,434

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,473,434
Total Expenses per Audited Statements$4,377,176
Expenses per Audited Statements$4,347,854
Expenses Not Reported on Financial Statements$125,580
Expenses Not Reported on Form 990$29,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baltimore School for the Arts FoundationBaltimore, MD501(c)(3)Contribution$541,000
Baltimore Museum of ArtBaltimore, MD501(c)(3)Contribution$510,000
Success for All FoundationTowson, MD501(c)(3)Contribution$225,000
Teach for AmericaNew York, MD501(c)(3)Contribution$125,000
United Way of Central MdBaltimore, MD501(c)(3)Contribution$70,000
Living Classrooms Foundation IncBaltimore, MD501(c)(3)Contribution$60,000
Baltimore Symphony OrchestraBaltimore, MD501(c)(3)Contribution$50,000
Roland Park Community AssociationBaltimore, MD501(c)(3)Contribution$50,000
Baltimore Corps IncBaltimore, MD501(c)(3)Contribution$45,000
Baltimore Community FoundationBaltimore, MD501(c)(3)Contribution$39,650
Public Allies IncMilwaukee, WI501(c)(3)Contribution$30,000
Johns Hopkins UniversityBaltimore, MD501(c)(3)Contribution$26,000
Baltimore Leadership School for Young WomenBaltimore, MD501(c)(3)Contribution$25,000
Cylburn Arboretum Association IncBaltimore, MD501(c)(3)Contribution$20,000
Enoch Pratt Free LibraryBaltimore, MD501(c)(3)Contribution$20,000
ImentorNew York, NY501(c)(3)Contribution$20,000
J Street Education FundWashington, DC501(c)(3)Contribution$20,000
Associated Black CharitiesBaltimore, MD501(c)(3)Contribution$15,750
Baltimore Chamber OrchestraBaltimore, MD501(c)(3)Contribution$15,000
Give Back FoundationBaltimore, MD501(c)(3)Contribution$15,000
Higher Achievement BaltimoreWashington, DC501(c)(3)Contribution$15,000
Mentoring Mentors IncBaltimore, MD501(c)(3)Contribution$15,000
The Seed School of Maryland IncBaltimore, MD501(c)(3)Contribution$15,000
Beloved Community Services CorporationBaltimore, MD501(c)(3)Contribution$10,000
The Brotherhood Sister SolBaltimore, MD501(c)(3)Contribution$10,000
United States Capitol Historical SocietyWashington, DC501(c)(3)Contribution$10,000
Greater Baltimore Committee IncBaltimore, MD501(c)(4)Sponsorship$9,020
Maryland Philanthropy NetworkBaltimore, MD501(c)(3)Contribution$8,480
Adelante Latina IncBaltimore, MD501(c)(3)Contribution$8,000
Arts Education in Maryland Schools AllianceBaltimore, MD501(c)(3)Contribution$7,500
Baltimore Area Councilboys Scouts of AmericaBaltimore, MD501(c)(3)Contribution$6,000
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
Security Deposit Liability$48,467
Accrued Interest Payable$36,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark joseph, patricia joseph, cara weiman and jessica joseph - family relationship”

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

“The form 990 is prepared by an independent outside accountant of the foundation. Once prepared, the president and chairperson review form 990 before filing with the irs.”

Form 990, Part VI, Section B, Line 12

“The president and chairperson of the foundation monitor all transactions for conflicts of interest. A written conflict of interest policy has been put into place for the tax year ending december 31, 2022.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Patricia and Mark Joseph Shelter
EIN
52-1738992
Phone
4109620595
Address
200 EAST PRATT STREET 4100, BALTIMORE, MD 21202-6155

Signing Officer

Name
Mark K Joseph
Title
President
Phone
4109620595
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark K Joseph
Formed
1988
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
100 INTERNATIONAL DRIVE SUITE 1400, BALTIMORE, MD 21202
Preparer
Julia Flannery
Phone
4102469300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Present value adjustment -29,322.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is generally exempt from federal and state income taxes under the provisions of section 501(c)(3) of the internal revenue code. However, the foundation is subject to income taxes on unrelated business income as defined by the internal revenue service. During the year ended december 31, 2021, the foundation had no taxable unrelated business income and, accordingly, no provision for income taxes was required in the accompanying financial statements. Management evaluated the foundation's tax positions and concluded that the foundation has no uncertain tax positions that require adjustment to the financial statements. The foundation files income tax returns in the u.s. Federal jurisdiction. Generally, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before 2018.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Present value adjustment 29,322.”

Raw XML AppendixShowing 400 of 827 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/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt834976
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0999484
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt02047150
IRS990/GrantsPayableGrp/BOYAmt03113299
IRS990/GrantsPayableGrp/EOYAmt02445623
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02047150
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02047150
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02994625
IRS990/GrossReceiptsAmt08363228
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09786
IRS990/InsuranceGrp/TotalAmt09786
IRS990/InterestGrp/ProgramServicesAmt0444525
IRS990/InterestGrp/TotalAmt0444525
IRS990/InvestmentIncomeGrp/ExclusionAmt01378743
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01378743
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02598318
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02890530
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035894240
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036740581
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07685440
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05214845
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04911602
IRS990/LandBldgEquipCostOrOtherBssAmt012597042
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01995141
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07155796
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06901995
IRS990/NetAssetsOrFundBalancesBOYAmt038135684
IRS990/NetAssetsOrFundBalancesEOYAmt041292489
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0999484
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0999484
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01291474
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt038135684
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041292489
IRS990/NoncashContributionsAmt0860246
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0-42
IRS990/OccupancyGrp/ProgramServicesAmt0457329
IRS990/OccupancyGrp/TotalAmt0457287
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0733873
IRS990/OtherAssetsTotalGrp/EOYAmt0747120
IRS990/OtherChangesInNetAssetsAmt0-29322
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075032
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075032
IRS990/OtherExpensesGrp/Desc0OPERATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1AMORTIZATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0247488
IRS990/OtherExpensesGrp/ProgramServicesAmt113624
IRS990/OtherExpensesGrp/TotalAmt0247488
IRS990/OtherExpensesGrp/TotalAmt113624
IRS990/OtherLiabilitiesGrp/BOYAmt084877
IRS990/OtherLiabilitiesGrp/EOYAmt084867
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015901
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015901
IRS990/OtherRevenueTotalAmt015901
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010597
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0283312
IRS990/OtherSalariesAndWagesGrp/TotalAmt0293909
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt040872
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt040872
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03286
IRS990/PayrollTaxesGrp/TotalAmt03286
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0171906
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0191253
IRS990/PrincipalOfficerNm0MARK K JOSEPH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03113713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03113713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01538000
IRS990/PYInvestmentIncomeAmt0858959
IRS990/PYOtherExpensesAmt02029250
IRS990/PYOtherRevenueAmt018100
IRS990/PYProgramServiceRevenueAmt03055998
IRS990/PYRevenuesLessExpensesAmt0107991
IRS990/PYSalariesCompEmpBnftPaidAmt0257816
IRS990/PYTotalExpensesAmt03825066
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03933057
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01894653
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03129614
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02824258
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04206984
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0860246
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0910246
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2021 AMOUNT: $ 15,901.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0860246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0910246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01378743
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0858959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0834411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01086538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0838367
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04997018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03113713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03074098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02947043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02626374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02560380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014321608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01378743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0858959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0834411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01086538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0838367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04997018
IRS990ScheduleA/InvestmentIncomeCYPct00.24680
IRS990ScheduleA/InvestmentIncomePYPct00.23500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015901
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015901
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70740
IRS990ScheduleA/PublicSupportPY509Pct00.76230
IRS990ScheduleA/PublicSupportTotal509Amt014321608
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0860246
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0910246
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03973959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03074098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02997043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02626374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02560380
IRS990ScheduleA/Total509Grp/TotalAmt015231854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05368603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03933057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03831454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03712912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03398747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020244773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04118730
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07395401
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011514131
IRS990ScheduleD/ExpensesNotReportedAmt029322
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0125580
IRS990ScheduleD/ExpensesSubtotalAmt04347854
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0125580
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0125580
IRS990ScheduleD/LandGrp/BookValueAmt0750000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0750000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01291474
IRS990ScheduleD/OtherExpensesIncludedAmt029322
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042872
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0290039
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt148467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0108717
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12781813
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc159888.341-VANGUARD WORLD FD (VFTAX)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt01291474
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0125580
IRS990ScheduleD/RevenueSubtotalAmt06242507
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2021, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PRESENT VALUE ADJUSTMENT 29,322.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04911602
IRS990ScheduleD/TotalBookValueSecuritiesAmt02890530
IRS990ScheduleD/TotalExpensesPerForm990Amt04473434

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,852,875
Liabilities
$9,560,386
Net assets
$41,292,489
Revenue
$6,368,087
Expenses
$4,473,434
Net income
$1,894,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$8.51$38.6$5.53$5.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$43.9$8.91$35.0$4.30$6.98$2.68
2022Detailed filing. Detailed filing data is available for this year.$42.4$8.57$33.8$4.23$4.88$0.65
2021Detailed filing. Detailed filing data is available for this year.$50.9$9.56$41.3$6.37$4.47$1.89
2020Detailed filing. Detailed filing data is available for this year.$48.6$10.5$38.1$3.93$3.83$0.11
2019Detailed filing. Detailed filing data is available for this year.$47.0$11.9$35.1$4.19$5.64$1.45
2018Summary only. Only limited summary data is available for this year.$45.8$13.2$32.6$4.53$5.54$1.01
2017Detailed filing. Detailed filing data is available for this year.$52.0$15.1$36.9$15.3$7.93$7.34
2016Detailed filing. Detailed filing data is available for this year.$45.0$19.3$25.7$3.48$13.6$10.1
2015Detailed filing. Detailed filing data is available for this year.$46.4$12.0$34.4$16.0$6.04$9.92
2014Detailed filing. Detailed filing data is available for this year.$37.7$12.3$25.4$4.43$3.49$0.94
2013Detailed filing. Detailed filing data is available for this year.$36.5$12.0$24.5$4.01$3.34$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$11.0$22.9$2.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$11.6$21.3$3.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$11.8$21.3$2.81