Civic Intelligence

Transitional Housing Resources Inc.

990 • Fiscal year 2021 • EIN 52-2217206

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
9770 Patuxent Woods Drive 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

2.16x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

11.40x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$375,049

Down $8,397 (-2.2%) from 2020

Net Assets

Down

-$433,700

Down $13,859 (-3.3%) from 2020

Liabilities

Up

$808,749

Up $5,462 (+0.7%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin19th percentile

Revenue

Down

$70,948

Down $1,764 (-2.4%) from 2020

Expenses

Up

$84,807

Up $882 (+1.1%) from 2020

Net Income

Down

-$13,859

Down $2,646 (-24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$375,049
Liabilities$808,749
Net Assets-$433,700
Open 2021 Filing

Operations Trend

Revenue Growth44th 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

2021

Revenue$70,948
Expenses$84,807
Net Income-$13,859
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$70,948
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$342,704$320,796▼ $21,908
Cash and Non-Interest-Bearing Accounts$7,047$16,256▲ $9,209
Prepaid Expenses and Deferred Charges$2,059$2,176▲ $117
Accounts Receivable$197$341▲ $144
Total Assets$383,446$375,049▼ $8,397
Other Assets Total$31,439$35,480▲ $4,041
Liabilities
Mortgage Notes Payable Secured by Investment Property$789,400$789,400→ $0
Accounts Payable and Accrued Expenses$11,887$14,460▲ $2,573
Deferred Revenue$300$2,912▲ $2,612
Escrow Account Liability$1,700$1,977▲ $277
Total Liabilities$803,287$808,749▲ $5,462
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-419,841$-433,700▼ $13,859
Total Net Assets Fund Balance$-419,841$-433,700▼ $13,859
Total Liabilities and Net Assets / Fund Balance$383,446$375,049▼ $8,397

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$209,262$438,994$648,256
Land$90,667-$90,667
Other Land Buildings$11,166$23,834$35,000
Equipment$9,701$19,092$28,793
Other Assets Org$2,251--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Judi OlingerPresident (until 10/2021)
Gary CarterVice President (until 10/2021)
Cindy ParrBoard Member
Edward PlittBoard Member
Mike CallisonBoard Member
Shaun EddyBoard Member
Karen BoothSecretary
Derward BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$69,888
Investment Income
$15
Other Revenue
$1,045
Change in Net Assets
$-13,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,948
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$70,948
Total Revenue per Form 990
$70,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,106
Salaries, Compensation, and Employee Benefits$7,701
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$25,668--$25,668
Occupancy$20,915--$20,915
Fees for Services Accounting-$9,170-$9,170
Fees for Services Management-$8,668-$8,668
Other Salaries and Wages$6,396--$6,396
Fees for Services Other$4,920--$4,920
Office Expenses$2,995--$2,995
Payroll Taxes$880--$880
Other Employee Benefits$425--$425
Other Expenses$247--$247
Total Functional Expenses$66,969$17,838$0$84,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$84,807
Total Expenses per Audited Statements$84,807
Total Expenses per Form 990$84,807
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
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

“Heritage housing partners corporation serves as the management company and performs day to day operations.”

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

“The 990 will be sent to the board for review and comment prior to filing with the internal revenue service.”

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

“The organization's conflicts of interest policy require 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

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Transitional Housing Resources Inc
EIN
52-2217206
Phone
4435187685
Address
9770 PATUXENT WOODS DRIVE 305, COLUMBIA, MD 21046

Signing Officer

Name
Derward Brooks
Title
Treasurer
Phone
4435187685
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derward Brooks
Formed
2000
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Sc&h Group Inc
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Travis Daniel
Phone
4104031500
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:

“Utilities $ 9,654 real estate taxes 1,604 property and liability insurance 2,724 contracts 5,600 loan interest 480 supplies 738 repairs and maintenance 115 ___________ total occupancy expense $ 20,915”

FORM 990, PAGE 12, PART XII, LINE 2C:

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

Financial Statement Notes

PART IV, LINE 2B:

“The amounts of $1,977 and $1,700 as of december 31, 2021 and 2020, respectively, represent escrow account of tenant security held in trust. Tenant security deposits are held in a federally insured bank per maryland rent escrow law.”

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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038
IRS990/PYOtherExpensesAmt076317
IRS990/PYOtherRevenueAmt0202
IRS990/PYProgramServiceRevenueAmt072472
IRS990/PYRevenuesLessExpensesAmt0-11213
IRS990/PYSalariesCompEmpBnftPaidAmt07608
IRS990/PYTotalExpensesAmt083925
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt072712
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13859
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt069888
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLAENOUS REVENUE - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 1,128. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 202. 2021 AMOUNT: $ 1,045.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0335086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0165
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01045
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0202
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01128
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02375
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70410
IRS990ScheduleA/PublicSupportPY509Pct00.70980
IRS990ScheduleA/PublicSupportTotal509Amt0237717
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt021236
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt021641
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt018596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt015086
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020810
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt097369
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt021236
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt021641
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt018596
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt015086
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020810
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt097369
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067122
IRS990ScheduleA/Total509Grp/TotalAmt0335086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067141
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337626
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0209262
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0438994
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0648256
IRS990ScheduleD/EquipmentGrp/BookValueAmt09701
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019092
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028793
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt084807
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt090667
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt090667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01977
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt114713
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt216539
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt32251
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011166
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023834
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt070948
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNTS OF $1,977 AND $1,700 AS OF DECEMBER 31, 2021 AND 2020, RESPECTIVELY, REPRESENT ESCROW ACCOUNT OF TENANT SECURITY HELD IN TRUST. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK PER MARYLAND RENT ESCROW LAW.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0320796
IRS990ScheduleD/TotalBookValueOtherAssetsAmt035480
IRS990ScheduleD/TotalExpensesPerForm990Amt084807
IRS990ScheduleD/TotalRevenuePerForm990Amt070948
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt070948
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt084807
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HERITAGE HOUSING PARTNERS CORPORATION SERVES AS THE MANAGEMENT COMPANY AND PERFORMS DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WILL BE SENT TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY REQUIRE 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/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $ 9,654 REAL ESTATE TAXES 1,604 PROPERTY AND LIABILITY INSURANCE 2,724 CONTRACTS 5,600 LOAN INTEREST 480 SUPPLIES 738 REPAIRS AND MAINTENANCE 115 ___________ TOTAL OCCUPANCY EXPENSE $ 20,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS 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, PAGE 12, 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/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0813787499
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$375,049
Liabilities
$808,749
Net assets
-$433,700
Revenue
$70,948
Expenses
$84,807
Net income
-$13,859
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