Civic Intelligence

Fellowship Square Foundation Incorporated

990 • Fiscal year 2014 • EIN 52-6067043

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

Organization ProfileWWW.FELLOWSHIPSQUARE.ORG
2231 Colts Neck Road20191

(703) 471-5370

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.47x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

1.12x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

65th percentile

8.6%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$101,758

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

28th percentile

-2.2%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

3.2%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$9,780,427

Down $218,401 (-2.2%) from 2013

Net Assets

Up

$5,155,867

Up $357,679 (+7.5%) from 2013

Liabilities

Down

$4,624,560

Down $576,080 (-11%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin65th percentile

Revenue

$4,116,438

No earlier filing loaded for comparison.

Expenses

Up

$3,761,068

Up $391,545 (+12%) from 2013

Net Income

$355,370

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,925,319Liabilities 2011: $6,702,672Net Assets 2011: $3,222,6472011Assets 2012: $9,945,930Liabilities 2012: $5,587,983Net Assets 2012: $4,357,9472012Assets 2013: $9,998,828Liabilities 2013: $5,200,640Net Assets 2013: $4,798,1882013Assets 2014: $9,780,427Liabilities 2014: $4,624,560Net Assets 2014: $5,155,8672014Assets 2015: $5,752,616Liabilities 2015: $1,585,447Net Assets 2015: $4,167,1692015Assets 2016: $5,326,936Liabilities 2016: $1,424,174Net Assets 2016: $3,902,7622016Assets 2017: $6,439,045Liabilities 2017: $870,052Net Assets 2017: $5,568,9932017Assets 2018: $8,504,557Liabilities 2018: $1,192,637Net Assets 2018: $7,311,9202018Assets 2019: $9,157,591Liabilities 2019: $955,546Net Assets 2019: $8,202,0452019Assets 2020: $12,918,184Liabilities 2020: $287,364Net Assets 2020: $12,630,8202020Assets 2021: $17,080,253Liabilities 2021: $197,877Net Assets 2021: $16,882,3762021Assets 2022: $21,996,759Liabilities 2022: $257,512Net Assets 2022: $21,739,2472022Assets 2023: $22,701,355Liabilities 2023: $4,286,242Net Assets 2023: $18,415,1132023Assets 2024: $33,136,891Liabilities 2024: $139,976Net Assets 2024: $32,996,9152024

Highlighted filing

2014

Assets$9,780,427
Liabilities$4,624,560
Net Assets$5,155,867
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,744,866Expenses 2011: $3,511,066Net Income 2011: $233,8002011Expenses 2012: $3,507,9622012Expenses 2013: $3,369,5232013Revenue 2014: $4,116,438Expenses 2014: $3,761,068Net Income 2014: $355,3702014Revenue 2015: $3,645,623Expenses 2015: $3,480,307Net Income 2015: $165,3162015Revenue 2016: $2,216,856Expenses 2016: $2,478,844Net Income 2016: -$261,9882016Revenue 2017: $2,180,834Expenses 2017: $2,646,801Net Income 2017: -$465,9672017Revenue 2018: $3,739,938Expenses 2018: $2,622,499Net Income 2018: $1,117,4392018Revenue 2019: $3,718,845Expenses 2019: $3,025,773Net Income 2019: $693,0722019Revenue 2020: $6,636,180Expenses 2020: $3,580,983Net Income 2020: $3,055,1972020Revenue 2021: $5,882,654Expenses 2021: $4,388,822Net Income 2021: $1,493,8322021Revenue 2022: $6,851,605Expenses 2022: $4,932,650Net Income 2022: $1,918,9552022Revenue 2023: $3,555,262Expenses 2023: $6,551,523Net Income 2023: -$2,996,2612023Revenue 2024: $15,384,763Expenses 2024: $1,598,017Net Income 2024: $13,786,7462024

Highlighted filing

2014

Revenue$4,116,438
Expenses$3,761,068
Net Income$355,370
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 1, 2015
Return Version
2013v4.0
Gross Receipts
$4,183,852
Mission and Program Overview

Mission

The organization provides affordable housing for seniors and those physically disabled.

Affordable housing for the elderly and physically handicapped or disabled persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,886,896$6,573,785▼ $313,111
Investments in Publicly Traded Securities$379,913$733,198▲ $353,285
Savings and Temporary Cash Investments$72,175$569,561▲ $497,386
Accounts Receivable$79,872$195,971▲ $116,099
Other Notes and Loans Receivable, Net$102,347--
Investments Program Related$61,426--
Prepaid Expenses and Deferred Charges$48,362$48,566▲ $204
Intangible Assets$7,550$7,550→ $0
Cash and Non-Interest-Bearing Accounts$782,565$325▼ $782,240
Total Assets$9,998,828$9,780,427▼ $218,401
Other Assets Total$1,577,722$1,651,471▲ $73,749
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,707,324$4,275,016▼ $432,308
Accounts Payable and Accrued Expenses$410,525$270,936▼ $139,589
Escrow Account Liability$81,096$78,608▼ $2,488
Deferred Revenue$1,695--
Total Liabilities$5,200,640$4,624,560▼ $576,080
Net Assets / Fund Balance
Unrestricted Net Assets$4,445,933$4,806,444▲ $360,511
Temporarily Rstr Net Assets$227,255$224,423▼ $2,832
Permanently Rstr Net Assets$125,000$125,000→ $0
Total Net Assets Fund Balance$4,798,188$5,155,867▲ $357,679
Total Liabilities and Net Assets / Fund Balance$9,998,828$9,780,427▼ $218,401

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,617,689$8,340,101$13,957,790
Equipment$86,769$1,219,510$1,306,279
Land$822,833-$822,833
Other Land Buildings$46,494$15,350$61,844
Other Assets Org$101,086--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$398,905$21,793-$22,855$349,423
2012$394,665-▲ $5,418-$398,905
2011$391,337-▲ $5,710-$394,665
2010$386,820-▲ $7,088-$391,337
2009$417,494-▲ $15,424$42,500$386,820
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louneta BecklesAdministratorFT$100,391$1,367$101,758
George DaviesExecutive DirectorFT$96,261$4,816$101,077

Board Members and Trustees

NameTitle
Charles WortmanPresident
David PearcyVice President
Rev Larry SchmidtVice President (resigned 6/14)
Dallas EvansDirector
Dan LookDirector
Doug JonesDirector
Ed ByrneDirector
Myra NiemeierDirector
Regina Grayson BenjaminDirector
Renee JakobsDirector
Ric FisherDirector
Suzanne RudiselleDirector
Vernon KruegerDirector
John G KellyDirector (resigned 4/14)
James SpeddenDirector (resigned 5/14)
John ThillmannDirector (resigned 5/14)
David HartmannSecretary
Jennifer MaloneyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
National Lutheran Communities & ServicesManagement Services-$199,084
Alpha SecuritySecurity Service-$111,727
Revenue and Support

Revenue Composition

Contributions and Grants
$187,682
Program Service Revenue
$3,564,709
Investment Income
$117,659
Other Revenue
$246,388
All Other Contributions
$127,682
Change in Net Assets
$355,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,116,438
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,309
Total Revenue per Audited Statements
$4,118,747
Total Revenue per Form 990
$4,116,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,855,550
Salaries, Compensation, and Employee Benefits$905,518
Total Fundraising Expense$44,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,223,478$45,169-$1,268,647
Other Salaries and Wages$237,515$273,648$33,434$544,597
Fees for Services Other$404,618$132,172$71$536,861
Depreciation Depletion$469,231--$469,231
Office Expenses$80,001$143,640$4,353$227,994
Fees for Services Management-$177,633-$177,633
Other Employee Benefits$115,475$55,224-$170,699
Current Officers, Directors, Trustees, and Key Employees-$118,430-$118,430
Fees for Services Accounting-$77,618$7,018$84,636
Payroll Taxes$24,010$39,173-$63,183
Fees for Services Legal-$37,757-$37,757
Travel$11,373--$11,373
Pension Plan Contributions$3,271$5,338-$8,609
Other Expenses$2,473$2,636-$2,473
Information Technology$1,879--$1,879
Conferences and Meetings-$1,734-$1,734
All Other Expenses-$750-$750
Total Functional Expenses$2,602,075$1,114,117$44,876$3,761,068

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,761,068
Total Expenses per Audited Statements$3,761,068
Total Expenses per Form 990$3,761,068
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Fellowship square engaged in a management agreement with national lutheran communities & services as of january 1, 2014 to provide accounting, human resource and management oversight for the organization.”

Form 990, Part VI, Section B, Line 11

“Internal management employees will perform an initial review, then the management company will look over the return. Once approved, the whole board will review and approve the 990 prior to the return being filed.”

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

“The organization's conflict 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 who 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 matteres associated with the arrangement or transaction involving such conflict.”

Form 990, Part VI, Section B, Line 15

“The board reviews the executive director's performance and determines his compensation on an annual basis. The board also provides guidelines for compensation of other foundation employees.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
52-6067043
Phone
7034715370

Signing Officer

Name
Michael J Brady
Title
Management Agent
Phone
7034715370
Signed
2015-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Davies
Formed
1960
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
31
Volunteers
50

Preparer

Preparer
Michael S Frey
Phone
7173935696
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracts : program service expenses 404,618. Management and general expenses 0. Fundraising expenses 71. Total expenses 404,689. Consultant : program service expenses 0. Management and general expenses 132,172. Fundraising expenses 0. Total expenses 132,172.”

Financial Statement Notes

PART IV, LINE 2B:

“The escrow account holds tenants' security deposits.”

PART X, LINE 2:

“The foundation follows the accounting guidance which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained by examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. There is also guidance on derecognition, classification, interest and penalties, and disclosure. Management has determined that this guidance does not have a material impact on the financial statements. The foundation federal exempt organization business income tax return for the years ended june 30, 2013, 2012, and 2011 remain subject to examination by the internal revenue service.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8SUZANNE RUDISELLE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES WORTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MYRA NIEMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID PEARCY
IRS990/Form990PartVIISectionAGrp/PersonNm12REV LARRY SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN G KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES SPEDDEN
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN THILLMANN
IRS990/Form990PartVIISectionAGrp/PersonNm16REGINA GRAYSON BENJAMIN
IRS990/Form990PartVIISectionAGrp/PersonNm17DAN LOOK
IRS990/Form990PartVIISectionAGrp/PersonNm18GEORGE DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm19LOUNETA BECKLES
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1896261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19100391
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT (RESIGNED 6/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (RESIGNED 4/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (RESIGNED 5/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (RESIGNED 5/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt082586
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0150000
IRS990/GrossReceiptsAmt04183852
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01879
IRS990/InformationTechnologyGrp/TotalAmt01879
IRS990/IntangibleAssetsGrp/BOYAmt07550
IRS990/IntangibleAssetsGrp/EOYAmt07550
IRS990/InvestmentIncomeGrp/ExclusionAmt035073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035073
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt061426
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0379913
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0733198
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09574961
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06886896
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06573785
IRS990/LandBldgEquipCostOrOtherBssAmt016148746
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt067414
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt015518
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt015518
IRS990/MissionDesc0THE ORGNAIZATION PROVIDES AFFORDABLE HOUSING AND RELATED SUPPORT SERVICES TO THE ELDERLY AND PHYSICALLY HANDICAPPED OR DISABLED PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04707324
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04275016
IRS990/NetAssetsOrFundBalancesBOYAmt04798188
IRS990/NetAssetsOrFundBalancesEOYAmt05155867
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt082586
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082586
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02309
IRS990/NoncashContributionsAmt0126
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045169
IRS990/OccupancyGrp/ProgramServicesAmt01223478
IRS990/OccupancyGrp/TotalAmt01268647
IRS990/OfficeExpensesGrp/FundraisingAmt04353
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0143640
IRS990/OfficeExpensesGrp/ProgramServicesAmt080001
IRS990/OfficeExpensesGrp/TotalAmt0227994
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01577722
IRS990/OtherAssetsTotalGrp/EOYAmt01651471
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055224
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115475
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0170699
IRS990/OtherExpensesGrp/Desc0SPECIAL GIFT EXPENSE
IRS990/OtherExpensesGrp/Desc1OTHER EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3LICENSES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03195
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12636
IRS990/OtherExpensesGrp/ProgramServicesAmt028751
IRS990/OtherExpensesGrp/ProgramServicesAmt12473
IRS990/OtherExpensesGrp/TotalAmt028751
IRS990/OtherExpensesGrp/TotalAmt13195
IRS990/OtherExpensesGrp/TotalAmt22636
IRS990/OtherExpensesGrp/TotalAmt32473
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0INTEREST REDUCTION REV
IRS990/OtherRevenueMiscGrp/Desc1BEAUTY SHOP INCOME
IRS990/OtherRevenueMiscGrp/Desc2TENANT CHARGES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0162891
IRS990/OtherRevenueMiscGrp/ExclusionAmt162952
IRS990/OtherRevenueMiscGrp/ExclusionAmt25027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0162891
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt162952
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25027
IRS990/OtherRevenueTotalAmt0246388
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033434
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0273648
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0237515
IRS990/OtherSalariesAndWagesGrp/TotalAmt0544597
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0102347
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039173
IRS990/PayrollTaxesGrp/ProgramServicesAmt024010
IRS990/PayrollTaxesGrp/TotalAmt063183
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05338
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03271
IRS990/PensionPlanContributionsGrp/TotalAmt08609
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0125000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0125000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048566
IRS990/PrincipalOfficerNm0GEORGE DAVIES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3ELDERLY CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01764688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11581545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2184235
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt334241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01764688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11581545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2184235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt334241
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283176
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02709
IRS990/PYInvestmentIncomeAmt017973
IRS990/PYOtherExpensesAmt02482604
IRS990/PYOtherRevenueAmt069817
IRS990/PYProgramServiceRevenueAmt03486168
IRS990/PYRevenuesLessExpensesAmt0487611

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,780,427
Liabilities
$4,624,560
Net assets
$5,155,867
Revenue
$4,116,438
Expenses
$3,761,068
Net income
$355,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.1$0.14$33.0$15.4$1.60$13.8
2023Detailed filing. Detailed filing data is available for this year.$22.7$4.29$18.4$3.56$6.55$3.00
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.26$21.7$6.85$4.93$1.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$0.20$16.9$5.88$4.39$1.49
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.29$12.6$6.64$3.58$3.06
2019Detailed filing. Detailed filing data is available for this year.$9.16$0.96$8.20$3.72$3.03$0.69
2018Detailed filing. Detailed filing data is available for this year.$8.50$1.19$7.31$3.74$2.62$1.12
2017Detailed filing. Detailed filing data is available for this year.$6.44$0.87$5.57$2.18$2.65$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.33$1.42$3.90$2.22$2.48$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.75$1.59$4.17$3.65$3.48$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.78$4.62$5.16$4.12$3.76$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.00$5.20$4.80$3.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$5.59$4.36$3.51
2011Summary only. Only limited summary data is available for this year.$9.93$6.70$3.22$3.74$3.51$0.23