Civic Intelligence

Transitional Housing Resources Inc.

990 • Fiscal year 2022 • EIN 52-2217206

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

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

2.42x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

12.22x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-6.9%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$333,515

Down $41,534 (-11%) from 2021

Net Assets

Down

-$474,345

Down $40,645 (-9.4%) from 2021

Liabilities

Down

$807,860

Down $889 (-0.1%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin9th percentile

Revenue

Down

$66,087

Down $4,861 (-6.9%) from 2021

Expenses

Up

$106,732

Up $21,925 (+26%) from 2021

Net Income

Down

-$40,645

Down $26,786 (-193%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$333,515
Liabilities$807,860
Net Assets-$474,345
Open 2022 Filing

Operations Trend

Revenue Growth34th 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

2022

Revenue$66,087
Expenses$106,732
Net Income-$40,645
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$66,087
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$320,796$294,590▼ $26,206
Cash and Non-Interest-Bearing Accounts$16,256$3,346▼ $12,910
Prepaid Expenses and Deferred Charges$2,176$2,812▲ $636
Accounts Receivable$341$341→ $0
Total Assets$375,049$333,515▼ $41,534
Other Assets Total$35,480$32,426▼ $3,054
Liabilities
Mortgage Notes Payable Secured by Investment Property$789,400$789,400→ $0
Accounts Payable and Accrued Expenses$14,460$13,539▼ $921
Deferred Revenue$2,912$2,891▼ $21
Escrow Account Liability$1,977$2,030▲ $53
Total Liabilities$808,749$807,860▼ $889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-433,700$-474,345▼ $40,645
Total Net Assets Fund Balance$-433,700$-474,345▼ $40,645
Total Liabilities and Net Assets / Fund Balance$375,049$333,515▼ $41,534

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$187,654$460,602$648,256
Land$90,667-$90,667
Other Land Buildings$9,999$25,001$35,000
Equipment$6,270$22,523$28,793
Other Assets Org$2,255--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Karen BoothPresident Until 11/22
Sandra CorbinVice President
Aureen DullaBoard Member
Edward PlittBoard Member
John BlakeBoard Member
Mike CallisonBoard Member
Cindy ParrBoard Member Until 07/22
Shaun EddySecretary
Derward BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,632
Investment Income
$40
Other Revenue
$415
Change in Net Assets
$-40,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,087
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$66,087
Total Revenue per Form 990
$66,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,501
Salaries, Compensation, and Employee Benefits$9,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$37,279--$37,279
Depreciation Depletion$26,206--$26,206
Fees for Services Accounting-$9,615-$9,615
Other Salaries and Wages$7,864--$7,864
Fees for Services Management-$7,686-$7,686
Fees for Services Other$5,171--$5,171
Office Expenses$2,999--$2,999
Payroll Taxes$989--$989
Other Employee Benefits$378--$378
Fees for Services Legal$366--$366
Other Expenses$298--$298
Total Functional Expenses$89,431$17,301$0$106,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$106,732
Total Expenses per Audited Statements$106,732
Total Expenses per Form 990$106,732
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
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derward Brooks
Formed
2000
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9

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 $ 9,318 real estate taxes 1,641 property and liability insurance 3,002 contracts 21,018 loan interest 480 supplies 1,737 repairs and maintenance 83 ___________ total occupancy expense $ 37,279”

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 $2,030 and $1,977 as of december 31, 2022 and 2021, 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 572 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014460
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013539
IRS990/AccountsReceivableGrp/BOYAmt0341
IRS990/AccountsReceivableGrp/EOYAmt0341
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING ASSISTED UNITS TO MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT LENTZ CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum04435187689
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE MAIL STOP
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021046
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt016256
IRS990/CashNonInterestBearingGrp/EOYAmt03346
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040
IRS990/CYOtherExpensesAmt097501
IRS990/CYOtherRevenueAmt0415
IRS990/CYProgramServiceRevenueAmt065632
IRS990/CYRevenuesLessExpensesAmt0-40645
IRS990/CYSalariesCompEmpBnftPaidAmt09231
IRS990/CYTotalExpensesAmt0106732
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066087
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02912
IRS990/DeferredRevenueGrp/EOYAmt02891
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt026206
IRS990/DepreciationDepletionGrp/TotalAmt026206
IRS990/Desc0TO PROVIDE 9 HOUSING ASSISTED UNITS TO MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt01977
IRS990/EscrowAccountLiabilityGrp/EOYAmt02030
IRS990/ExpenseAmt089431
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09615
IRS990/FeesForServicesAccountingGrp/TotalAmt09615
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0366
IRS990/FeesForServicesLegalGrp/TotalAmt0366
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt07686
IRS990/FeesForServicesManagementGrp/TotalAmt07686
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05171
IRS990/FeesForServicesOtherGrp/TotalAmt05171
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN BOOTH
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA CORBIN
IRS990/Form990PartVIISectionAGrp/PersonNm2SHAUN EDDY
IRS990/Form990PartVIISectionAGrp/PersonNm3DERWARD BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE CALLISON
IRS990/Form990PartVIISectionAGrp/PersonNm6AUREEN DULLA
IRS990/Form990PartVIISectionAGrp/PersonNm7CINDY PARR
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD PLITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0PRESIDENT UNTIL 11/22
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER UNTIL 07/22
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt066087
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt040
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0508126
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0320796
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0294590
IRS990/LandBldgEquipCostOrOtherBssAmt0802716
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HOUSING ASSISTED UNITS TO MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0789400
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0789400
IRS990/NetAssetsOrFundBalancesBOYAmt0-433700
IRS990/NetAssetsOrFundBalancesEOYAmt0-474345
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-433700
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-474345
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037279
IRS990/OccupancyGrp/TotalAmt037279
IRS990/OfficeExpensesGrp/ProgramServicesAmt02999
IRS990/OfficeExpensesGrp/TotalAmt02999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035480
IRS990/OtherAssetsTotalGrp/EOYAmt032426
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0378
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0378
IRS990/OtherExpensesGrp/Desc0MISC. FINANCIAL EXPENSE
IRS990/OtherExpensesGrp/Desc1HOMEOWNERS ASSOCIATION
IRS990/OtherExpensesGrp/Desc2OTHER TAXES AND INSURAN
IRS990/OtherExpensesGrp/ProgramServicesAmt05931
IRS990/OtherExpensesGrp/ProgramServicesAmt11950
IRS990/OtherExpensesGrp/ProgramServicesAmt2298
IRS990/OtherExpensesGrp/TotalAmt05931
IRS990/OtherExpensesGrp/TotalAmt11950
IRS990/OtherExpensesGrp/TotalAmt2298
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANOEUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0415
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0415
IRS990/OtherRevenueTotalAmt0415
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07864
IRS990/OtherSalariesAndWagesGrp/TotalAmt07864
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0989
IRS990/PayrollTaxesGrp/TotalAmt0989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02176
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02812
IRS990/PrincipalOfficerNm0DERWARD BROOKS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039458
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039458
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126174
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt077106
IRS990/PYOtherRevenueAmt01045
IRS990/PYProgramServiceRevenueAmt069888
IRS990/PYRevenuesLessExpensesAmt0-13859
IRS990/PYSalariesCompEmpBnftPaidAmt07701
IRS990/PYTotalExpensesAmt084807
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt070948
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-40645
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt065632
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLAENOUS REVENUE - 2018 AMOUNT: $ 1,128. 2020 AMOUNT: $ 202. 2021 AMOUNT: $ 1,045. 2022 AMOUNT: $ 415.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0333596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0186
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0415
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01045
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0202
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01128
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68760
IRS990ScheduleA/PublicSupportPY509Pct00.70410
IRS990ScheduleA/PublicSupportTotal509Amt0231426
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt025611
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt021236
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt021641
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt018596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015086
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0102170
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt025611
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt021236
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt021641
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt018596
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt015086
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0102170
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059101
IRS990ScheduleA/Total509Grp/TotalAmt0333596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060270
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336572
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0187654
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0460602
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0648256
IRS990ScheduleD/EquipmentGrp/BookValueAmt06270
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022523
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028793
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0106732
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt090667
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt090667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02030
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17495
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt220646
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt32255
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09999
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025001
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt066087
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNTS OF $2,030 AND $1,977 AS OF DECEMBER 31, 2022 AND 2021, 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/TotalBookValueLandBuildingsAmt0294590
IRS990ScheduleD/TotalBookValueOtherAssetsAmt032426
IRS990ScheduleD/TotalExpensesPerForm990Amt0106732
IRS990ScheduleD/TotalRevenuePerForm990Amt066087
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106732
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 $ 9,318 REAL ESTATE TAXES 1,641 PROPERTY AND LIABILITY INSURANCE 3,002 CONTRACTS 21,018 LOAN INTEREST 480 SUPPLIES 1,737 REPAIRS AND MAINTENANCE 83 ___________ TOTAL OCCUPANCY EXPENSE $ 37,279
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,515
Liabilities
$807,860
Net assets
-$474,345
Revenue
$66,087
Expenses
$106,732
Net income
-$40,645
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