Civic Intelligence

Progressive Housing Partners Inc C/O Heritage Housing Partners Corp

990 • Fiscal year 2019 • EIN 52-2150802

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 19, 2020

Organization ProfileN/A
9770 Patuxent Woods Drive No 305Columbia, MD 21046

(443) 518-7685

Siviq Scores

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

Liabilities / Assets

97th percentile

2.08x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

12.46x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-5.2%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$389,248

Down $21,411 (-5.2%) from 2018

Net Assets

Down

-$421,605

Down $21,923 (-5.5%) from 2018

Liabilities

Up

$810,853

Up $512 (+0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Up

$65,102

Up $469 (+0.7%) from 2018

Expenses

Up

$87,025

Up $2,992 (+3.6%) from 2018

Net Income

Down

-$21,923

Down $2,523 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2011: $587,425Liabilities 2011: $880,998Net Assets 2011: -$293,5732011Assets 2012: $559,385Liabilities 2012: $881,540Net Assets 2012: -$322,1552012Assets 2013: $541,102Liabilities 2013: $862,495Net Assets 2013: -$321,3932013Assets 2014: $468,871Liabilities 2014: $808,409Net Assets 2014: -$339,5382014Assets 2015: $448,492Liabilities 2015: $805,405Net Assets 2015: -$356,9132015Assets 2016: $439,597Liabilities 2016: $804,503Net Assets 2016: -$364,9062016Assets 2017: $430,592Liabilities 2017: $810,874Net Assets 2017: -$380,2822017Assets 2018: $410,659Liabilities 2018: $810,341Net Assets 2018: -$399,6822018Assets 2019: $389,248Liabilities 2019: $810,853Net Assets 2019: -$421,6052019Assets 2020: $375,406Liabilities 2020: $820,352Net Assets 2020: -$444,9462020Assets 2021: $347,743Liabilities 2021: $811,491Net Assets 2021: -$463,7482021Assets 2022: $323,458Liabilities 2022: $814,356Net Assets 2022: -$490,8982022Assets 2023: $287,046Liabilities 2023: $809,997Net Assets 2023: -$522,9512023Assets 2024: $255,889Liabilities 2024: $818,947Net Assets 2024: -$563,0582024

Highlighted filing

2019

Assets$389,248
Liabilities$810,853
Net Assets-$421,605
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,950Expenses 2011: $87,872Net Income 2011: -$41,9222011Expenses 2012: $80,0492012Revenue 2013: $44,317Expenses 2013: $72,883Net Income 2013: -$28,5662013Revenue 2014: $51,346Expenses 2014: $69,491Net Income 2014: -$18,1452014Revenue 2015: $56,058Expenses 2015: $73,433Net Income 2015: -$17,3752015Revenue 2016: $61,716Expenses 2016: $69,709Net Income 2016: -$7,9932016Revenue 2017: $65,222Expenses 2017: $80,598Net Income 2017: -$15,3762017Revenue 2018: $64,633Expenses 2018: $84,033Net Income 2018: -$19,4002018Revenue 2019: $65,102Expenses 2019: $87,025Net Income 2019: -$21,9232019Revenue 2020: $61,175Expenses 2020: $84,516Net Income 2020: -$23,3412020Revenue 2021: $60,463Expenses 2021: $79,265Net Income 2021: -$18,8022021Revenue 2022: $53,816Expenses 2022: $80,966Net Income 2022: -$27,1502022Revenue 2023: $46,487Expenses 2023: $78,540Net Income 2023: -$32,0532023Revenue 2024: $42,974Expenses 2024: $83,081Net Income 2024: -$40,1072024

Highlighted filing

2019

Revenue$65,102
Expenses$87,025
Net Income-$21,923
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$65,102
Mission and Program Overview

Mission

Provide housing assisted units to mentally challenged and developmentally disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$380,394$358,213▼ $22,181
Prepaid Expenses and Deferred Charges$2,125$2,261▲ $136
Accounts Receivable$1,848$1,235▼ $613
Cash and Non-Interest-Bearing Accounts$825$829▲ $4
Total Assets$410,659$389,248▼ $21,411
Other Assets Total$25,467$26,710▲ $1,243
Liabilities
Mortgage Notes Payable Secured by Investment Property$799,100$799,100→ $0
Accounts Payable and Accrued Expenses$7,428$7,977▲ $549
Escrow Account Liability$3,813$3,776▼ $37
Total Liabilities$810,341$810,853▲ $512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-399,682$-421,605▼ $21,923
Total Net Assets Fund Balance$-399,682$-421,605▼ $21,923
Total Liabilities and Net Assets / Fund Balance$410,659$389,248▼ $21,411

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255,768$448,502$704,270
Land$71,994-$71,994
Equipment$30,451$23,019$53,470
Other Assets Org$15,092--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jay RaksinPresident
Judi OlingerVice President
Gary CarterBoard Member
Mike CallisonBoard Member
Shaun EddyBoard Member
Tomica PhillipsBoard Member
Karen BoothSecretary
Derwood BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,800
Investment Income
$302
Other Revenue
$0
Change in Net Assets
$-21,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,102
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$65,102
Total Revenue per Form 990
$65,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,701
Salaries, Compensation, and Employee Benefits$6,324
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$29,411--$29,411
Occupancy$22,043--$22,043
Fees for Services Accounting-$8,758-$8,758
Fees for Services Management-$7,721-$7,721
Other Salaries and Wages$5,485--$5,485
Office Expenses$3,440--$3,440
Payroll Taxes$708--$708
Other Expenses$323--$323
Other Employee Benefits$131--$131
Fees for Services Legal$95--$95
Travel$50--$50
Total Functional Expenses$70,546$16,479$0$87,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$87,025
Total Expenses per Audited Statements$87,025
Total Expenses per Form 990$87,025
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
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
No
Other officer compensation reviewed
No
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

“Day to day operations are performed by the management company”

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

“The 990 will be sent to the board for review and comment”

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

“The corporation's conflict of interest policy requires that no member of the board shall participate in any discussion or vote on any matter in which the member or their immediate family has a potential conflict of interest. The policy requires members with potential conflicts to announce the conflicts and excuse themselves from the meeting until the discussion over said matter is resolved. The president of the meeting is expected to inquire if a potential conflict is apparent but has not been disclosed.”

Form 990, Part VI, Section C, Line 19

“Available on site and upon request”

Filing and Contact Details

Filer

Filer Name
Progressive Housing Partners Inc
EIN
52-2150802
Phone
4435187685
Address
9770 PATUXENT WOODS DRIVE NO 305, COLUMBIA, MD 21046

Signing Officer

Name
Jay Raksin
Title
Board President
Phone
4435187685
Signed
2020-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Raksin
Formed
1999
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Hertzbach & Company Pa
Address
800 RED BROOK BLVD SUITE 300, OWINGS MILLS, MD 21117
Preparer
Travis Daniel
Phone
4103633200
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:

“Utilities $ 6,752 real estate taxes 1,388 property and liability insurance 3,357 contracts 3,317 supplies 7,229 ___________ total occupancy expense $ 22,043”

Form 990, Part XII, Line 2C

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

Financial Statement Notes

PART IV, LINE 2B:

“The amount of $3,960 as of december 31, 2019 on the accompanying statement of financial position represents funds deposited in a savings account with a balance which is at least equal to tenants' security deposits. Maryland rent escrow law requires the partnership to maintain a separate account for deposits paid by the tenants, and to credit the deposits with interest at 1.5% a year at six-month intervals. Tenant security deposits are held in a federally insured bank.”

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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-21923
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt064800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0302
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0312327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0404
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71920
IRS990ScheduleA/PublicSupportPY509Pct00.76480
IRS990ScheduleA/PublicSupportTotal509Amt0224923
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt019800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt019800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt019972
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt017497
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010335
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt087404
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt019800
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt019800
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt019972
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt017497
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt010335
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt087404
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056057
IRS990ScheduleA/Total509Grp/TotalAmt0312327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312731
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0255768
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0448502
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0704270
IRS990ScheduleD/EquipmentGrp/BookValueAmt030451
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023019
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053470
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt087025
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt071994
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt071994
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03960
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17658
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt215092
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt065102
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNT OF $3,960 AS OF DECEMBER 31, 2019 ON THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION REPRESENTS FUNDS DEPOSITED IN A SAVINGS ACCOUNT WITH A BALANCE WHICH IS AT LEAST EQUAL TO TENANTS' SECURITY DEPOSITS. MARYLAND RENT ESCROW LAW REQUIRES THE PARTNERSHIP TO MAINTAIN A SEPARATE ACCOUNT FOR DEPOSITS PAID BY THE TENANTS, AND TO CREDIT THE DEPOSITS WITH INTEREST AT 1.5% A YEAR AT SIX-MONTH INTERVALS. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0358213
IRS990ScheduleD/TotalBookValueOtherAssetsAmt026710
IRS990ScheduleD/TotalExpensesPerForm990Amt087025
IRS990ScheduleD/TotalRevenuePerForm990Amt065102
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt065102
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt087025
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY OPERATIONS ARE PERFORMED BY THE MANAGEMENT COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WILL BE SENT TO THE BOARD FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT NO MEMBER OF THE BOARD SHALL PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER IN WHICH THE MEMBER OR THEIR IMMEDIATE FAMILY HAS A POTENTIAL CONFLICT OF INTEREST. THE POLICY REQUIRES MEMBERS WITH POTENTIAL CONFLICTS TO ANNOUNCE THE CONFLICTS AND EXCUSE THEMSELVES FROM THE MEETING UNTIL THE DISCUSSION OVER SAID MATTER IS RESOLVED. THE PRESIDENT OF THE MEETING IS EXPECTED TO INQUIRE IF A POTENTIAL CONFLICT IS APPARENT BUT HAS NOT BEEN DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON SITE AND UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $ 6,752 REAL ESTATE TAXES 1,388 PROPERTY AND LIABILITY INSURANCE 3,357 CONTRACTS 3,317 SUPPLIES 7,229 ___________ TOTAL OCCUPANCY EXPENSE $ 22,043
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0813799243
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SHALOM HERITAGE DEVELOPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE 305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd021046
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0813787499
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RENTAL REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SHALOM HERITAGE LIMITED PARTNERSHIP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE 305
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd021046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RESIDENTIAL OPPORTUNITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TRANSITIONAL HOUSING RESOURCES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ACCESS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SUPPORTED LIVING INC

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,248
Liabilities
$810,853
Net assets
-$421,605
Revenue
$65,102
Expenses
$87,025
Net income
-$21,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$8.19$5.63$0.43$0.83$0.40
2023Summary only. Only limited summary data is available for this year.$2.87$8.10$5.23$0.46$0.79$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$8.14$4.91$0.54$0.81$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$8.11$4.64$0.60$0.79$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$8.20$4.45$0.61$0.85$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.89$8.11$4.22$0.65$0.87$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$8.10$4.00$0.65$0.84$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$8.11$3.80$0.65$0.81$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$8.05$3.65$0.62$0.70$0.08
2015Summary only. Only limited summary data is available for this year.$4.48$8.05$3.57$0.56$0.73$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.69$8.08$3.40$0.51$0.69$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.41$8.62$3.21$0.44$0.73$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$8.82$3.22$0.80
2011Summary only. Only limited summary data is available for this year.$5.87$8.81$2.94$0.46$0.88$0.42
Peer Organizations

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