Civic Intelligence

Southern Coalition for Housing Opportunities Inc

EIN 54-1947550 • 501(c)3 • Austin, TX

Profile

The organization was organized and is operated exclusively as a charitable organization to acquire and operate a 24 bed alzheimer facility and provide other in-home services to adults.

3210 Meredith StreetAustin, TX 78703

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

5.30x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

3.84x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$50,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$820,305

Down $4,890 (-0.6%) from 2023

Liabilities

Up

$4,345,570

Up $866,524 (+25%) from 2023

Net Assets

Down

-$3,525,265

Down $871,414 (-33%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin4th percentile

Revenue

Down

$1,131,851

Down $440,756 (-28%) from 2023

Expenses

Down

$2,003,265

Down $89,365 (-4.3%) from 2023

Net Income

Down

-$871,414

Down $351,391 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $1,722,366Liabilities 2010: $1,925,749Net Assets 2010: -$203,3832010Assets 2011: $1,571,749Liabilities 2011: $1,876,718Net Assets 2011: -$304,9692011Assets 2012: $1,571,741Liabilities 2012: $1,813,856Net Assets 2012: -$242,1152012Assets 2013: $1,346,170Liabilities 2013: $1,805,837Net Assets 2013: -$459,6672013Assets 2014: $1,236,491Liabilities 2014: $1,778,292Net Assets 2014: -$541,8012014Assets 2015: $1,182,048Liabilities 2015: $1,727,756Net Assets 2015: -$545,7082015Assets 2016: $1,020,510Liabilities 2016: $1,758,693Net Assets 2016: -$738,1832016Assets 2017: $966,549Liabilities 2017: $1,771,857Net Assets 2017: -$805,3082017Assets 2018: $1,382,806Liabilities 2018: $2,252,075Net Assets 2018: -$869,2692018Assets 2019: $1,343,560Liabilities 2019: $2,266,041Net Assets 2019: -$922,4812019Assets 2020: $1,281,422Liabilities 2020: $2,430,498Net Assets 2020: -$1,149,0762020Assets 2021: $1,229,618Liabilities 2021: $3,015,873Net Assets 2021: -$1,786,2552021Assets 2022: $1,039,275Liabilities 2022: $3,173,103Net Assets 2022: -$2,133,8282022Assets 2023: $825,195Liabilities 2023: $3,479,046Net Assets 2023: -$2,653,8512023Assets 2024: $820,305Liabilities 2024: $4,345,570Net Assets 2024: -$3,525,2652024

Highlighted filing

2024

Assets$820,305
Liabilities$4,345,570
Net Assets-$3,525,265
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,059,7402010Expenses 2011: $2,030,9512011Expenses 2012: $2,068,0482012Revenue 2013: $2,010,320Expenses 2013: $2,227,872Net Income 2013: -$217,5522013Revenue 2014: $1,768,105Expenses 2014: $1,850,239Net Income 2014: -$82,1342014Revenue 2015: $1,873,133Expenses 2015: $1,877,040Net Income 2015: -$3,9072015Revenue 2016: $1,761,541Expenses 2016: $1,954,016Net Income 2016: -$192,4752016Revenue 2017: $1,777,186Expenses 2017: $1,844,311Net Income 2017: -$67,1252017Revenue 2018: $1,742,023Expenses 2018: $1,805,984Net Income 2018: -$63,9612018Revenue 2019: $1,748,427Expenses 2019: $1,801,639Net Income 2019: -$53,2122019Revenue 2020: $1,498,533Expenses 2020: $1,725,128Net Income 2020: -$226,5952020Revenue 2021: $1,088,982Expenses 2021: $1,726,161Net Income 2021: -$637,1792021Revenue 2022: $1,566,406Expenses 2022: $1,913,979Net Income 2022: -$347,5732022Revenue 2023: $1,572,607Expenses 2023: $2,092,630Net Income 2023: -$520,0232023Revenue 2024: $1,131,851Expenses 2024: $2,003,265Net Income 2024: -$871,4142024

Highlighted filing

2024

Revenue$1,131,851
Expenses$2,003,265
Net Income-$871,414
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$820,305
Liabilities
$4,345,570
Net assets
-$3,525,265
Revenue
$1,131,851
Expenses
$2,003,265
Net income
-$871,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$4.35$3.53$1.13$2.00$0.87
2023Detailed filing. Detailed filing data is available for this year.$0.83$3.48$2.65$1.57$2.09$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.04$3.17$2.13$1.57$1.91$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.23$3.02$1.79$1.09$1.73$0.64
2020Detailed filing. Detailed filing data is available for this year.$1.28$2.43$1.15$1.50$1.73$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.34$2.27$0.92$1.75$1.80$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.38$2.25$0.87$1.74$1.81$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.97$1.77$0.81$1.78$1.84$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.02$1.76$0.74$1.76$1.95$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.18$1.73$0.55$1.87$1.88$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.78$0.54$1.77$1.85$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.35$1.81$0.46$2.01$2.23$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.81$0.24$2.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.88$0.30$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.93$0.20$2.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$1,131,851
Mission and Program Overview

Mission

The organization was organized and is operated exclusively as a charitable organization to acquire and operate a 24 bed alzheimer facility and provide other in-home services to adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$115,000$1,065,000▲ $950,000
Land, Buildings, and Equipment, Net$756,500$666,178▼ $90,322
Cash and Non-Interest-Bearing Accounts$39,272$128,474▲ $89,202
Intangible Assets$20,775$17,005▼ $3,770
Prepaid Expenses and Deferred Charges$7,388$7,388→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Total Assets$825,195$820,305▼ $4,890
Other Assets Total$1,260$1,260→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,797,645$2,717,703▼ $79,942
Other Liabilities$352,993$312,286▼ $40,707
Accounts Payable and Accrued Expenses$88,408$125,581▲ $37,173
Unsecured Notes Loans Payable$125,000$125,000→ $0
Total Liabilities$3,479,046$4,345,570▲ $866,524
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-2,653,851$-3,525,265▼ $871,414
Total Net Assets Fund Balance$-2,653,851$-3,525,265▼ $871,414
Total Liabilities and Net Assets / Fund Balance$825,195$820,305▼ $4,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$241,340$1,010,257$1,251,597
Leasehold Improvements$289,959$312,839$602,798
Equipment$15,665$341,326$356,991
Land$119,214-$119,214
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim TreveySecretaryPT$50,000$50,000

Board Members and Trustees

NameTitle
John TreveyPresident/treasurer/director
Dr Fred SchmittDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,127,697
Investment Income
$4,154
Other Revenue
$0
Change in Net Assets
$-871,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,115,354
Other Expenses$887,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$907,023--$907,023
Interest$143,067--$143,067
Depreciation Depletion$97,731--$97,731
Occupancy$85,503--$85,503
Other Employee Benefits$84,259--$84,259
Insurance$82,806--$82,806
Advertising-$77,923-$77,923
Payroll Taxes$74,072--$74,072
Fees for Services Management$62,800--$62,800
Current Officers, Directors, Trustees, and Key Employees-$50,000-$50,000
Office Expenses-$46,402-$46,402
Travel$43,266--$43,266
Fees for Services Accounting-$38,000-$38,000
All Other Expenses$18,994$0$0$18,994
Fees for Services Legal$14,229--$14,229
Other Expenses$6,335--$6,335
Total Functional Expenses$1,790,940$212,325$0$2,003,265
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$115,000$1,065,000▲ $950,000
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilitites$309,021
Federal Income Taxes$3,265
Reduction of Payroll Taxes$0
Undeposited Funds-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Line 18

“The organization makes form 990 available for public inspection upon request at the breckinridge located at 2109 cornerstone, lexington, kentucky during normal business hours.”

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“JOHN TREVEY, CHAIRMAN AND KIM TREVEY, CORPORATE SECRETARY ARE FAMILY MEMBERS - Family relationship”

Form 990, Part VI, Line 3 Delegation of management duties

“Property is managed by creative cognitive consultants.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The board of directors is responsible for electing the governing body.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The organization provides a copy of form 990 to its board of directors for review before filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“The policy is monitored no less than annually with new signatures on the conflict of interest policy. The board monitors on a regular basis through meetings and discussion.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Top management compensation is determined using a non-profit salary publication. Key employee salaries are determined based on local market conditions.”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“Top management compensation is determined using a non-profit salary publication. Key employee salaries are determined based on local market conditions.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes its governings documents, conflict of interest policy, and financial statements available to the public upon request at the breckinridge located at 2109 cornerstone, lexington, kentucky during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Southern Coalition For Housing Opportunities Inc
EIN
54-1947550
Phone
5127896516
Address
3210 MEREDITH STREET, AUSTIN, TX 78703

Signing Officer

Name
John Trevey
Title
President
Phone
5127896516
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
2
Employees
55
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 464 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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0Creative Cognitive Consultants
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1John & Kim Trevey
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operating Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Operating Loan
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1650000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0The President is 50% owner of Creative Cognitive Consulting
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1The President and Secretary of this organization
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE BRECKINRIDGE LOCATED AT 2109 CORNERSTONE, LEXINGTON, KENTUCKY DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN TREVEY, CHAIRMAN AND KIM TREVEY, CORPORATE SECRETARY ARE FAMILY MEMBERS - Family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROPERTY IS MANAGED BY CREATIVE COGNITIVE CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ELECTING THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO ITS BOARD OF DIRECTORS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE POLICY IS MONITORED NO LESS THAN ANNUALLY WITH NEW SIGNATURES ON THE CONFLICT OF INTEREST POLICY. THE BOARD MONITORS ON A REGULAR BASIS THROUGH MEETINGS AND DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TOP MANAGEMENT COMPENSATION IS DETERMINED USING A NON-PROFIT SALARY PUBLICATION. KEY EMPLOYEE SALARIES ARE DETERMINED BASED ON LOCAL MARKET CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TOP MANAGEMENT COMPENSATION IS DETERMINED USING A NON-PROFIT SALARY PUBLICATION. KEY EMPLOYEE SALARIES ARE DETERMINED BASED ON LOCAL MARKET CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION MAKES ITS GOVERNINGS DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE BRECKINRIDGE LOCATED AT 2109 CORNERSTONE, LEXINGTON, KENTUCKY DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 3 Delegation of management duties
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15a Process to establish compensation of top management official
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 15b Process to establish compensation of other employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 19 Required documents available to the public
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