Civic Intelligence

Transitional Housing Resources Inc.

990 • Fiscal year 2019 • EIN 52-2217206

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 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

2.04x

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

12.02x

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

-32%

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

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$391,592

Down $27,285 (-6.5%) from 2018

Net Assets

Down

-$408,628

Down $21,532 (-5.6%) from 2018

Liabilities

Down

$800,220

Down $5,753 (-0.7%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Up

$66,555

Up $6,285 (+10%) from 2018

Expenses

Down

$88,087

Down $4,358 (-4.7%) from 2018

Net Income

Up

-$21,532

Up $10,643 (+33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2011: $566,962Liabilities 2011: $828,775Net Assets 2011: -$261,8132011Assets 2012: $539,815Liabilities 2012: $817,468Net Assets 2012: -$277,6532012Assets 2013: $517,472Liabilities 2013: $800,499Net Assets 2013: -$283,0272013Assets 2014: $507,844Liabilities 2014: $795,544Net Assets 2014: -$287,7002014Assets 2015: $492,141Liabilities 2015: $796,887Net Assets 2015: -$304,7462015Assets 2016: $471,569Liabilities 2016: $797,773Net Assets 2016: -$326,2042016Assets 2017: $453,573Liabilities 2017: $808,494Net Assets 2017: -$354,9212017Assets 2018: $418,877Liabilities 2018: $805,973Net Assets 2018: -$387,0962018Assets 2019: $391,592Liabilities 2019: $800,220Net Assets 2019: -$408,6282019Assets 2020: $383,446Liabilities 2020: $803,287Net Assets 2020: -$419,8412020Assets 2021: $375,049Liabilities 2021: $808,749Net Assets 2021: -$433,7002021Assets 2022: $333,515Liabilities 2022: $807,860Net Assets 2022: -$474,3452022Assets 2023: $325,515Liabilities 2023: $821,298Net Assets 2023: -$495,7832023Assets 2024: $304,594Liabilities 2024: $828,759Net Assets 2024: -$524,1652024

Highlighted filing

2019

Assets$391,592
Liabilities$800,220
Net Assets-$408,628
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $59,690Expenses 2011: $107,650Net Income 2011: -$47,9602011Expenses 2012: $77,8732012Revenue 2013: $66,324Expenses 2013: $71,698Net Income 2013: -$5,3742013Revenue 2014: $65,244Expenses 2014: $70,486Net Income 2014: -$5,2422014Revenue 2015: $63,423Expenses 2015: $80,746Net Income 2015: -$17,3232015Revenue 2016: $62,848Expenses 2016: $84,306Net Income 2016: -$21,4582016Revenue 2017: $67,141Expenses 2017: $95,858Net Income 2017: -$28,7172017Revenue 2018: $60,270Expenses 2018: $92,445Net Income 2018: -$32,1752018Revenue 2019: $66,555Expenses 2019: $88,087Net Income 2019: -$21,5322019Revenue 2020: $72,712Expenses 2020: $83,925Net Income 2020: -$11,2132020Revenue 2021: $70,948Expenses 2021: $84,807Net Income 2021: -$13,8592021Revenue 2022: $66,087Expenses 2022: $106,732Net Income 2022: -$40,6452022Revenue 2023: $95,612Expenses 2023: $117,050Net Income 2023: -$21,4382023Revenue 2024: $81,511Expenses 2024: $109,893Net Income 2024: -$28,3822024

Highlighted filing

2019

Revenue$66,555
Expenses$88,087
Net Income-$21,532
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$66,555
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$391,091$365,514▼ $25,577
Prepaid Expenses and Deferred Charges$1,990$2,294▲ $304
Cash and Non-Interest-Bearing Accounts$3,163$1,271▼ $1,892
Accounts Receivable$174$995▲ $821
Total Assets$418,877$391,592▼ $27,285
Other Assets Total$22,459$21,518▼ $941
Liabilities
Mortgage Notes Payable Secured by Investment Property$789,400$789,400→ $0
Accounts Payable and Accrued Expenses$14,659$9,364▼ $5,295
Escrow Account Liability$1,834$887▼ $947
Deferred Revenue$80$569▲ $489
Total Liabilities$805,973$800,220▼ $5,753
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-387,096$-408,628▼ $21,532
Total Net Assets Fund Balance$-387,096$-408,628▼ $21,532
Total Liabilities and Net Assets / Fund Balance$418,877$391,592▼ $27,285

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$249,619$395,847$645,466
Land$90,667-$90,667
Other Land Buildings$13,500$21,500$35,000
Equipment$11,728$13,305$25,033
Other Assets Org$70--
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
$66,503
Investment Income
$52
Other Revenue
$0
Change in Net Assets
$-21,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,555
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$66,555
Total Revenue per Form 990
$66,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,024
Salaries, Compensation, and Employee Benefits$9,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$25,578--$25,578
Occupancy$24,758--$24,758
Fees for Services Accounting-$8,733-$8,733
Fees for Services Management-$7,644-$7,644
Other Salaries and Wages$7,558--$7,558
Office Expenses$3,607--$3,607
Payroll Taxes$863--$863
Other Employee Benefits$642--$642
Other Expenses$278--$278
All Other Expenses$248--$248
Fees for Services Legal$95--$95
Travel$50--$50
Total Functional Expenses$71,710$16,377$0$88,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$88,087
Total Expenses per Audited Statements$88,087
Total Expenses per Form 990$88,087
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 organization's conflicts of interest policy requires each director and/or officer to annually disclose his/her knowledge and understanding of the policy which includes the duty of the director and/or officer to disclose to the board of directors any actual or potential conflicts of interest. The board of directors (excluding any member which is party to the conflict) is responsible for reviewing the potential conflict and making the determination if an actual conflict of interest exists. Upon knowledge that a conflict was not properly disclosed to the board of directors, appropriate corrective and disciplinary actions shall be taken. Individuals party to any conflicts of interest shall be precluded from voting on any matters associated with the arrangement or transaction involving such conflict”

Form 990, Part VI, Section C, Line 19

“Available on site and upon request”

Filing and Contact Details

Filer

Filer Name
Transitional Housing Resources Inc
EIN
52-2217206
Phone
4435187685
Address
9770 PATUXENT WOODS DRIVE NO 305, COLUMBIA, MD 21046

Signing Officer

Name
Jay Raksin
Title
Board President
Phone
4435187685
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Raksin
Formed
2000
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 $ 8,775 real estate taxes 1,373 property and liability insurance 3,204 contracts 9,528 loan interest 480 supplies 1,398 ___________ total occupancy expense $ 24,758”

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 $935 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 the tenants' security deposits. Maryland rent escrow law requires the corporation to maintain a separate account for deposits paid by the tenants, and to credit the deposits annually with interest at 1.5% or the 1-year us treasury yield curve rate a year, at six-month intervals. Tenant security deposits are held in a federally insured bank.”

Raw XML AppendixShowing 400 of 560 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/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041
IRS990/PYOtherExpensesAmt080049
IRS990/PYOtherRevenueAmt01128
IRS990/PYProgramServiceRevenueAmt059101
IRS990/PYRevenuesLessExpensesAmt0-32175
IRS990/PYSalariesCompEmpBnftPaidAmt012396
IRS990/PYTotalExpensesAmt092445
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060270
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-21532
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt066503
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0318964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0145
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01128
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01128
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71290
IRS990ScheduleA/PublicSupportPY509Pct00.71090
IRS990ScheduleA/PublicSupportTotal509Amt0228285
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt018596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt015086
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt020810
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt017981
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt018206
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt090679
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt018596
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt015086
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt020810
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt017981
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt018206
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt090679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063419
IRS990ScheduleA/Total509Grp/TotalAmt0318964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063423
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0320237
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0249619
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0395847
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0645466
IRS990ScheduleD/EquipmentGrp/BookValueAmt011728
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013305
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025033
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt088087
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt090667
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt090667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0935
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16693
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt211601
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt32219
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt470
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DUE FROM SHP
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt066555
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNT OF $935 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 THE TENANTS' SECURITY DEPOSITS. MARYLAND RENT ESCROW LAW REQUIRES THE CORPORATION TO MAINTAIN A SEPARATE ACCOUNT FOR DEPOSITS PAID BY THE TENANTS, AND TO CREDIT THE DEPOSITS ANNUALLY WITH INTEREST AT 1.5% OR THE 1-YEAR US TREASURY YIELD CURVE RATE A YEAR, AT SIX-MONTH INTERVALS. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0365514
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021518
IRS990ScheduleD/TotalExpensesPerForm990Amt088087
IRS990ScheduleD/TotalRevenuePerForm990Amt066555
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066555
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt088087
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 ORGANIZATION'S CONFLICTS OF INTEREST POLICY REQUIRES EACH DIRECTOR AND/OR OFFICER TO ANNUALLY DISCLOSE HIS/HER KNOWLEDGE AND UNDERSTANDING OF THE POLICY WHICH INCLUDES THE DUTY OF THE DIRECTOR AND/OR OFFICER TO DISCLOSE TO THE BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD OF DIRECTORS (EXCLUDING ANY MEMBER WHICH IS PARTY TO THE CONFLICT) IS RESPONSIBLE FOR REVIEWING THE POTENTIAL CONFLICT AND MAKING THE DETERMINATION IF AN ACTUAL CONFLICT OF INTEREST EXISTS. UPON KNOWLEDGE THAT A CONFLICT WAS NOT PROPERLY DISCLOSED TO THE BOARD OF DIRECTORS, APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTIONS SHALL BE TAKEN. INDIVIDUALS PARTY TO ANY CONFLICTS OF INTEREST SHALL BE PRECLUDED FROM VOTING ON ANY MATTERS ASSOCIATED WITH THE ARRANGEMENT OR TRANSACTION INVOLVING SUCH CONFLICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON SITE AND UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $ 8,775 REAL ESTATE TAXES 1,373 PROPERTY AND LIABILITY INSURANCE 3,204 CONTRACTS 9,528 LOAN INTEREST 480 SUPPLIES 1,398 ___________ TOTAL OCCUPANCY EXPENSE $ 24,758
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$391,592
Liabilities
$800,220
Net assets
-$408,628
Revenue
$66,555
Expenses
$88,087
Net income
-$21,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$8.29$5.24$0.82$1.10$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.26$8.21$4.96$0.96$1.17$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.34$8.08$4.74$0.66$1.07$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.75$8.09$4.34$0.71$0.85$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.83$8.03$4.20$0.73$0.84$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.92$8.00$4.09$0.67$0.88$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.19$8.06$3.87$0.60$0.92$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.54$8.08$3.55$0.67$0.96$0.29
2016Detailed filing. Detailed filing data is available for this year.$4.72$7.98$3.26$0.63$0.84$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.92$7.97$3.05$0.63$0.81$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.08$7.96$2.88$0.65$0.70$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.17$8.00$2.83$0.66$0.72$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$8.17$2.78$0.78
2011Summary only. Only limited summary data is available for this year.$5.67$8.29$2.62$0.60$1.08$0.48