Civic Intelligence

Nar Roberts Jr Incorporated

990 • Fiscal year 2018 • EIN 55-0744406

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

235 South Water StreetMartinsburg, WV 25401

(304) 263-8954

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.13x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

32nd percentile

-3.3%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-1.4%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$919,783

Down $31,311 (-3.3%) from 2017

Net Assets

Down

$903,973

Down $41,529 (-4.4%) from 2017

Liabilities

Up

$15,810

Up $10,218 (+183%) from 2017

Revenue

Down

$121,830

Down $1,732 (-1.4%) from 2017

Expenses

Up

$163,359

Up $13,961 (+9.3%) from 2017

Net Income

Down

-$41,529

Down $15,693 (-61%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,180,002Liabilities 2010: $7,243Net Assets 2010: $1,172,7592010Assets 2011: $1,171,200Liabilities 2011: $14,587Net Assets 2011: $1,156,6132011Assets 2012: $1,135,755Liabilities 2012: $10,756Net Assets 2012: $1,124,9992012Assets 2013: $1,100,808Liabilities 2013: $5,918Net Assets 2013: $1,094,8902013Assets 2014: $1,045,046Liabilities 2014: $19,263Net Assets 2014: $1,025,7832014Assets 2015: $1,002,042Liabilities 2015: $7,788Net Assets 2015: $994,2542015Assets 2016: $982,475Liabilities 2016: $11,137Net Assets 2016: $971,3382016Assets 2017: $951,094Liabilities 2017: $5,592Net Assets 2017: $945,5022017Assets 2018: $919,783Liabilities 2018: $15,810Net Assets 2018: $903,9732018Assets 2019: $883,747Liabilities 2019: $9,099Net Assets 2019: $874,6482019Assets 2020: $854,866Liabilities 2020: $9,882Net Assets 2020: $844,9842020Assets 2021: $828,857Liabilities 2021: $6,584Net Assets 2021: $822,2732021Assets 2022: $802,845Liabilities 2022: $12,590Net Assets 2022: $790,2552022Assets 2023: $806,771Liabilities 2023: $13,228Net Assets 2023: $793,5432023Assets 2024: $845,715Liabilities 2024: $29,946Net Assets 2024: $815,7692024

Highlighted filing

2018

Assets$919,783
Liabilities$15,810
Net Assets$903,973

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $115,1282010Expenses 2011: $116,4792011Revenue 2012: $93,065Expenses 2012: $124,679Net Income 2012: -$31,6142012Revenue 2013: $102,251Expenses 2013: $132,360Net Income 2013: -$30,1092013Revenue 2014: $79,693Expenses 2014: $148,800Net Income 2014: -$69,1072014Revenue 2015: $111,498Expenses 2015: $143,027Net Income 2015: -$31,5292015Revenue 2016: $124,344Expenses 2016: $147,260Net Income 2016: -$22,9162016Revenue 2017: $123,562Expenses 2017: $149,398Net Income 2017: -$25,8362017Revenue 2018: $121,830Expenses 2018: $163,359Net Income 2018: -$41,5292018Revenue 2019: $129,474Expenses 2019: $158,799Net Income 2019: -$29,3252019Revenue 2020: $137,606Expenses 2020: $167,270Net Income 2020: -$29,6642020Revenue 2021: $137,911Expenses 2021: $160,622Net Income 2021: -$22,7112021Revenue 2022: $135,756Expenses 2022: $167,774Net Income 2022: -$32,0182022Revenue 2023: $188,016Expenses 2023: $184,728Net Income 2023: $3,2882023Revenue 2024: $228,153Expenses 2024: $205,927Net Income 2024: $22,2262024

Highlighted filing

2018

Revenue$121,830
Expenses$163,359
Net Income-$41,529
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$121,830
Mission and Program Overview

Mission

To provide disabled persons with housing facilities and services specifically designed to meet their physical, social, and psychological needs and to promote their health, security, happiness, and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$898,717$874,555▼ $24,162
Accounts Receivable$707$2,872▲ $2,165
Cash and Non-Interest-Bearing Accounts$5,077$2,728▼ $2,349
Total Assets$951,094$919,783▼ $31,311
Other Assets Total$46,593$39,628▼ $6,965
Liabilities
Accounts Payable and Accrued Expenses$1,145$12,148▲ $11,003
Other Liabilities$3,862$3,662▼ $200
Deferred Revenue$585--
Total Liabilities$5,592$15,810▲ $10,218
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,344,200$1,344,200→ $0
Unrestricted Net Assets$-398,698$-440,227▼ $41,529
Total Net Assets Fund Balance$945,502$903,973▼ $41,529
Total Liabilities and Net Assets / Fund Balance$951,094$919,783▼ $31,311

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$701,453$536,328$1,237,781
Land$173,102-$173,102
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul MacomPresident
Betty YoungCommunity Re
Dartanyan FranklinCommunity Re
Jennifer HatchellCommunity Re
Kathleen KaiserCommunity Re
Kisha BelmontCommunity Re
Nancy SchmidtCommunity Re
Neil SuperCommunity Re
Saheed HicksCommunity Re
Rita QuinnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$121,815
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$-41,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$121,830
Total Revenue per Audited Statements
$121,830
Total Revenue per Form 990
$121,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,421
Salaries, Compensation, and Employee Benefits$35,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$59,335--$59,335
Depreciation Depletion$41,499--$41,499
Other Salaries and Wages$32,173--$32,173
Fees for Services Management-$12,144-$12,144
Fees for Services Accounting-$6,150-$6,150
Other Employee Benefits$3,765--$3,765
Conferences and Meetings-$3,452-$3,452
Fees for Services Other-$2,400-$2,400
Office Expenses-$1,677-$1,677
Advertising-$336-$336
Other Expenses$148$26-$26
Total Functional Expenses$136,920$26,439$0$163,359

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$163,359
Total Expenses per Audited Statements$163,359
Total Expenses per Form 990$163,359
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$3,661
Tenant Security Dep-interest$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The chief financial officer reviews form 990 before it is filed and distributes copies to the board of directors for review after the return has been filed.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Nar Roberts Jr Inc
EIN
55-0744406
Phone
3042638954
Address
235 SOUTH WATER STREET, MARTINSBURG, WV 25401

Signing Officer

Name
Paul Macom
Title
President
Phone
3042638954
Signed
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Macom
Formed
1995
Legal Domicile
Wv
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Ellis & Ellis Pllc
Address
500 VIRGINIA ST E STE 1000, CHARLESTON, WV 25301
Preparer
Kimberly K Williams
Phone
3043424169
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide disabled persons with housing facilities and services specifically designed to meet their physical, social, and psychological needs and to promote their health, security, happiness, and usefulness in longer living.

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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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0589445
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0109
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0921
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0948
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0849
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0903
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03621
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99370
IRS990ScheduleA/PublicSupportPY509Pct00.99170
IRS990ScheduleA/PublicSupportTotal509Amt0589445
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0123387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0116684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104928
IRS990ScheduleA/Total509Grp/TotalAmt0589445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0593175
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0701453
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0536328
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01237781
IRS990ScheduleD/ExpensesSubtotalAmt0163359
IRS990ScheduleD/LandGrp/BookValueAmt0173102
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0173102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEP-INTEREST
IRS990ScheduleD/RevenueSubtotalAmt0121830
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0874555
IRS990ScheduleD/TotalExpensesPerForm990Amt0163359
IRS990ScheduleD/TotalLiabilityAmt03662
IRS990ScheduleD/TotalRevenuePerForm990Amt0121830
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0121830
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0163359
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHIEF FINANCIAL OFFICER REVIEWS FORM 990 BEFORE IT IS FILED AND DISTRIBUTES COPIES TO THE BOARD OF DIRECTORS FOR REVIEW AFTER THE RETURN HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01344200
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01344200
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0951094
IRS990/TotalAssetsEOYAmt0919783
IRS990/TotalAssetsGrp/BOYAmt0951094
IRS990/TotalAssetsGrp/EOYAmt0919783
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136920
IRS990/TotalFunctionalExpensesGrp/TotalAmt0163359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05592
IRS990/TotalLiabilitiesEOYAmt015810
IRS990/TotalLiabilitiesGrp/BOYAmt05592
IRS990/TotalLiabilitiesGrp/EOYAmt015810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0945502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0903973
IRS990/TotalProgramServiceExpensesAmt0136920
IRS990/TotalProgramServiceRevenueAmt0121815
IRS990/TotalRevenueGrp/ExclusionAmt015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121815
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121830
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0951094
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0919783
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-398698
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-440227
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MACOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03042638954
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAR ROBERTS JR INC
ReturnHeader/Filer/BusinessNameControlTxt0NARR
ReturnHeader/Filer/EIN0550744406
ReturnHeader/Filer/PhoneNum03042638954
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 SOUTH WATER STREET
ReturnHeader/Filer/USAddress/CityNm0MARTINSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE44B53B25EB4FA29A992A9C223D6A7EADA8F730
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE44B53B25EB4FA29A992A9C223D6A7EADA8F730
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.219.240.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:34:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS & ELLIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 VIRGINIA ST E STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043424169
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY K WILLIAMS
ReturnHeader/ReturnTs02018-11-14T09:34:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.82$0.23$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.79$0.19$0.18$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.14$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.14$0.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.13$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.12$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.95$0.12$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.12$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$1.00$0.01$0.99$0.11$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$1.05$0.02$1.03$0.08$0.15$0.07
2013Summary only. Only limited summary data is available for this year.$1.10$0.01$1.09$0.10$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$1.14$0.01$1.12$0.09$0.12$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.01$1.16$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$0.12