Civic Intelligence

Bartholomew House Inc

990 • Fiscal year 2014 • EIN 52-1979394

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

Organization ProfileN/A
11400 Rockville PikeSuite 50520852

(301) 493-6000

Siviq Scores

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

Liabilities / Assets

76th percentile

0.44x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.94x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

95th percentile

$331,574

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

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

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

53rd percentile

4.8%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,692,833

Down $28,627 (-0.8%) from 2013

Net Assets

Up

$2,057,822

Up $79,640 (+4.0%) from 2013

Liabilities

Down

$1,635,011

Down $108,267 (-6.2%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin56th percentile

Revenue

Up

$1,738,364

Up $79,332 (+4.8%) from 2013

Expenses

Up

$1,658,724

Up $125,005 (+8.2%) from 2013

Net Income

Down

$79,640

Down $45,673 (-36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,688,485Liabilities 2011: $1,814,369Net Assets 2011: $1,874,1162011Assets 2012: $3,695,765Liabilities 2012: $1,842,896Net Assets 2012: $1,852,8692012Assets 2013: $3,721,460Liabilities 2013: $1,743,278Net Assets 2013: $1,978,1822013Assets 2014: $3,692,833Liabilities 2014: $1,635,011Net Assets 2014: $2,057,8222014Assets 2015: $3,630,255Liabilities 2015: $1,517,724Net Assets 2015: $2,112,5312015Assets 2016: $3,603,177Liabilities 2016: $1,377,997Net Assets 2016: $2,225,1802016Assets 2017: $3,505,952Liabilities 2017: $1,258,843Net Assets 2017: $2,247,1092017Assets 2018: $3,473,985Liabilities 2018: $1,220,797Net Assets 2018: $2,253,1882018Assets 2019: $3,493,743Liabilities 2019: $1,155,811Net Assets 2019: $2,337,9322019Assets 2020: $4,221,828Liabilities 2020: $2,076,260Net Assets 2020: $2,145,5682020Assets 2021: $3,644,412Liabilities 2021: $1,798,851Net Assets 2021: $1,845,5612021Assets 2022: $3,468,493Liabilities 2022: $1,767,779Net Assets 2022: $1,700,7142022Assets 2023: $3,338,575Liabilities 2023: $1,924,560Net Assets 2023: $1,414,0152023Assets 2024: $3,072,216Liabilities 2024: $1,815,954Net Assets 2024: $1,256,2622024

Highlighted filing

2014

Assets$3,692,833
Liabilities$1,635,011
Net Assets$2,057,822
Open 2014 Filing

Operations Trend

Revenue Growth53rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,385,078Expenses 2011: $1,244,200Net Income 2011: $140,8782011Revenue 2012: $1,469,651Expenses 2012: $1,490,898Net Income 2012: -$21,2472012Revenue 2013: $1,659,032Expenses 2013: $1,533,719Net Income 2013: $125,3132013Revenue 2014: $1,738,364Expenses 2014: $1,658,724Net Income 2014: $79,6402014Revenue 2015: $1,827,483Expenses 2015: $1,772,774Net Income 2015: $54,7092015Revenue 2016: $1,874,627Expenses 2016: $1,761,978Net Income 2016: $112,6492016Revenue 2017: $1,840,961Expenses 2017: $1,819,032Net Income 2017: $21,9292017Revenue 2018: $1,833,709Expenses 2018: $1,827,630Net Income 2018: $6,0792018Revenue 2019: $2,075,205Expenses 2019: $1,990,461Net Income 2019: $84,7442019Revenue 2020: $2,127,564Expenses 2020: $2,319,928Net Income 2020: -$192,3642020Revenue 2021: $2,201,944Expenses 2021: $2,501,951Net Income 2021: -$300,0072021Revenue 2022: $2,164,165Expenses 2022: $2,309,012Net Income 2022: -$144,8472022Revenue 2023: $1,198,282Expenses 2023: $1,385,854Net Income 2023: -$187,5722023Revenue 2024: $2,820,023Expenses 2024: $2,977,773Net Income 2024: -$157,7502024

Highlighted filing

2014

Revenue$1,738,364
Expenses$1,658,724
Net Income$79,640
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$1,738,364
Mission and Program Overview

Mission

Assisted living residence for low- and moderate-income frail elderly persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,942,260$2,821,816▼ $120,444
Savings and Temporary Cash Investments$368,817$448,683▲ $79,866
Accounts Receivable$23,031$11,547▼ $11,484
Intangible Assets$9,692$7,790▼ $1,902
Prepaid Expenses and Deferred Charges$1,413$1,078▼ $335
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,721,460$3,692,833▼ $28,627
Other Assets Total$375,947$401,619▲ $25,672
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,549,399$1,430,341▼ $119,058
Other Liabilities$147,541$150,599▲ $3,058
Accounts Payable and Accrued Expenses$46,338$54,071▲ $7,733
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,743,278$1,635,011▼ $108,267
Net Assets / Fund Balance
Unrestricted Net Assets$1,978,182$2,057,822▲ $79,640
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,978,182$2,057,822▲ $79,640
Total Liabilities and Net Assets / Fund Balance$3,721,460$3,692,833▼ $28,627

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,226,133$1,363,846$3,589,979
Land$500,000-$500,000
Other Land Buildings$50,367$69,249$119,616
Equipment$43,574$66,572$110,146
Leasehold Improvements$1,742$2,612$4,354
Other Assets Org$149,260--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Jeffrey BlackwellAssistant Secretary$147,662$147,662

Board Members and Trustees

NameTitle
James a Brown JrCEO/president
Sr Irene DunnVice President
Paul Johnson JrDirector
Thomas P DuffyDirector
most rev BARRY KNESTOUTDirector
Jacqueline SmedleyDirector of Marketing/mgmt
John D SpencerSecretary
KATHlEEN MCWILLIAMSTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75
Program Service Revenue
$1,737,188
Investment Income
$1,101
Other Revenue
$0
All Other Contributions
$75
Change in Net Assets
$79,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,738,364
Total Revenue per Audited Statements
$1,738,364
Total Revenue per Form 990
$1,738,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,256,821
Salaries, Compensation, and Employee Benefits$401,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$234,716$6,700-$241,416
All Other Expenses$7,158$175,000-$182,158
Depreciation Depletion$134,242--$134,242
Other Employee Benefits$110,059--$110,059
Fees for Services Management-$103,610-$103,610
Interest$66,825--$66,825
Payroll Taxes$50,428--$50,428
Fees for Services Accounting-$48,772-$48,772
Other Expenses$48,196-$0$48,196
Insurance$16,528--$16,528
Office Expenses$11,443--$11,443
Advertising$11,123--$11,123
Information Technology-$2,520-$2,520
Fees for Services Legal$1,259--$1,259
Total Functional Expenses$1,322,122$336,602$0$1,658,724

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,658,724
Total Expenses per Audited Statements$1,658,724
Total Expenses per Form 990$1,658,724
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Security Deposits$149,260
Long-term Deferred Income$770
Deferred Income$385
Prepaid Rents$184
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B QUESTION 11

“The board delegates the review of the form 990 to the audit committee. The audit committee reviews the 990 and reports to the full board its recommendations and then the board approves the 990.”

Part VI, Section B Question 12C

“Annual financial audit by outside firm; quarterly board meetings discuss all transactions.”

Part VI, Section B Question 15

“All employees are compensated by victory housing, inc.”

Part VI, Section C Question 19

“These documents are available upon request.”

Filing and Contact Details

Filer

EIN
52-1979394
In Care Of
% VICTORY HOUSING INC
Phone
3014936000

Signing Officer

Name
james brown jr
Title
president
Phone
3014935507
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
james a brown JR
Formed
1996
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Ed Ryan CPA
Phone
3014935507
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 24 - Other Expenses

“Description:real estate taxes total expenses:7158 program services:7158”

Form 990 Part IX Line 24 - Other Expenses

“Description:contributions expense total expenses:175000 management and general:175000”

Financial Statement Notes

fin 48 disclosure

“Bartholomew has applied for and received a determination letter from the Internal Revenue Service ("IRS") to be treated as a tax exempt entity pursuant to Section 501(c)(3) of the Internal Revenue Code and did not have any unrelated business income for the year ended June 30, 2014. Due to its tax exempt status, Bartholomew is not subject to income taxes. Bartholomew is required to file and does file tax returns with the IRS and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and Bartholomew has no other tax positions which must be considered for disclosure. The Bartholomew's Form 990, Return of Organization Exempt from Income Tax, for the tax years ending 2011, 2012, and 2013 are subject to examination by the IRS, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 1,152 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/OtherExpensesGrp/Desc2MISC ADMIN
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IRS990/OtherExpensesGrp/ProgramServicesAmt1524022
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IRS990/OtherExpensesGrp/ProgramServicesAmt348196
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IRS990/OtherExpensesGrp/TotalAmt230048
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06700
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0241416
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt050428
IRS990/PayrollTaxesGrp/TotalAmt050428
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01078
IRS990/PrincipalOfficerNm0james a brown JR
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME - HOUSING FOR SENIORS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14616
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherExpensesAmt01167486
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01650552
IRS990/PYRevenuesLessExpensesAmt0125313
IRS990/PYSalariesCompEmpBnftPaidAmt0366233
IRS990/PYTotalExpensesAmt01533719
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01659032
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt079640
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01737188
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0368817
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021587
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0869
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01772
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01737188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01650552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01467296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01374032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01218626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07447694
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05612
IRS990ScheduleA/InvestmentIncomeCYPct00.00075
IRS990ScheduleA/InvestmentIncomePYPct00.00183
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01220996
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02226133
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01363846
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IRS990ScheduleD/EquipmentGrp/BookValueAmt043574
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066572
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0110146
IRS990ScheduleD/ExpensesSubtotalAmt01658724
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04354
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1149260
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDENT SECURITY DEPOSITS
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0119616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0149260

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Filings

Displayed year

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

Open filing
Assets
$3,692,833
Liabilities
$1,635,011
Net assets
$2,057,822
Revenue
$1,738,364
Expenses
$1,658,724
Net income
$79,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$1.82$1.26$2.82$2.98$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.34$1.92$1.41$1.20$1.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.47$1.77$1.70$2.16$2.31$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.64$1.80$1.85$2.20$2.50$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.22$2.08$2.15$2.13$2.32$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.49$1.16$2.34$2.08$1.99$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.47$1.22$2.25$1.83$1.83$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.51$1.26$2.25$1.84$1.82$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.60$1.38$2.23$1.87$1.76$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.63$1.52$2.11$1.83$1.77$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.69$1.64$2.06$1.74$1.66$0.08
2013Summary only. Only limited summary data is available for this year.$3.72$1.74$1.98$1.66$1.53$0.13
2012Summary only. Only limited summary data is available for this year.$3.70$1.84$1.85$1.47$1.49$0.02
2011Summary only. Only limited summary data is available for this year.$3.69$1.81$1.87$1.39$1.24$0.14