Civic Intelligence

Barton Housing Inc.

990 • Fiscal year 2017 • EIN 56-2079102

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 03, 2018

Post Office Box 1254Dunn, NC 28335

(910) 892-0436

Siviq Scores

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

Liabilities / Assets

98th percentile

2.44x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

16.43x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2017 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2017 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-7.4%

Faster asset growth than 9% of similar nonprofits.

2017 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,098,375

Down $87,461 (-7.4%) from 2016

Net Assets

Down

-$1,581,958

Down $96,564 (-6.5%) from 2016

Liabilities

Up

$2,680,333

Up $9,103 (+0.3%) from 2016

Revenue

Up

$163,166

Up $27,945 (+21%) from 2016

Expenses

Down

$259,730

Down $47,626 (-15%) from 2016

Net Income

Up

-$96,564

Up $75,571 (+44%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $1,883,236Liabilities 2010: $2,665,755Net Assets 2010: -$782,5192010Assets 2011: $1,783,997Liabilities 2011: $2,665,947Net Assets 2011: -$881,9502011Assets 2012: $1,671,246Liabilities 2012: $2,665,816Net Assets 2012: -$994,5702012Assets 2013: $1,557,631Liabilities 2013: $2,668,322Net Assets 2013: -$1,110,6912013Assets 2014: $1,450,699Liabilities 2014: $2,669,178Net Assets 2014: -$1,218,4792014Assets 2015: $1,365,601Liabilities 2015: $2,678,860Net Assets 2015: -$1,313,2592015Assets 2016: $1,185,836Liabilities 2016: $2,671,230Net Assets 2016: -$1,485,3942016Assets 2017: $1,098,375Liabilities 2017: $2,680,333Net Assets 2017: -$1,581,9582017Assets 2018: $990,017Liabilities 2018: $2,671,905Net Assets 2018: -$1,681,8882018Assets 2019: $886,074Liabilities 2019: $2,686,523Net Assets 2019: -$1,800,4492019Assets 2020: $781,700Liabilities 2020: $2,681,980Net Assets 2020: -$1,900,2802020Assets 2021: $709,316Liabilities 2021: $2,673,007Net Assets 2021: -$1,963,6912021Assets 2022: $630,474Liabilities 2022: $2,674,658Net Assets 2022: -$2,044,1842022Assets 2023: $510,415Liabilities 2023: $2,668,715Net Assets 2023: -$2,158,3002023Assets 2024: $447,266Liabilities 2024: $2,687,887Net Assets 2024: -$2,240,6212024

Highlighted filing

2017

Assets$1,098,375
Liabilities$2,680,333
Net Assets-$1,581,958

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $215,6662010Revenue 2011: $124,690Expenses 2011: $224,121Net Income 2011: -$99,4312011Expenses 2012: $229,7542012Revenue 2013: $118,577Expenses 2013: $234,698Net Income 2013: -$116,1212013Revenue 2014: $115,286Expenses 2014: $223,074Net Income 2014: -$107,7882014Revenue 2015: $118,159Expenses 2015: $212,938Net Income 2015: -$94,7792015Revenue 2016: $135,221Expenses 2016: $307,356Net Income 2016: -$172,1352016Revenue 2017: $163,166Expenses 2017: $259,730Net Income 2017: -$96,5642017Revenue 2018: $169,874Expenses 2018: $269,804Net Income 2018: -$99,9302018Revenue 2019: $176,320Expenses 2019: $294,881Net Income 2019: -$118,5612019Revenue 2020: $179,480Expenses 2020: $279,311Net Income 2020: -$99,8312020Revenue 2021: $181,353Expenses 2021: $244,764Net Income 2021: -$63,4112021Revenue 2022: $178,788Expenses 2022: $259,281Net Income 2022: -$80,4932022Revenue 2023: $191,904Expenses 2023: $306,020Net Income 2023: -$114,1162023Revenue 2024: $206,189Expenses 2024: $288,510Net Income 2024: -$82,3212024

Highlighted filing

2017

Revenue$163,166
Expenses$259,730
Net Income-$96,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 3, 2018
Return Version
2017v2.2
Gross Receipts
$163,166
Mission and Program Overview

Mission

Reduced rent housing for elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$970,090$898,535▼ $71,555
Cash and Non-Interest-Bearing Accounts$1,281$2,600▲ $1,319
Prepaid Expenses and Deferred Charges$1,404$1,573▲ $169
Accounts Receivable$769$1,262▲ $493
Total Assets$1,185,836$1,098,375▼ $87,461
Other Assets Total$212,292$194,405▼ $17,887
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,655,400$2,655,400→ $0
Accounts Payable and Accrued Expenses$6,916$15,845▲ $8,929
Other Liabilities$8,827$9,088▲ $261
Deferred Revenue$87--
Total Liabilities$2,671,230$2,680,333▲ $9,103
Net Assets / Fund Balance
Unrestricted Net Assets$-1,485,394$-1,581,958▼ $96,564
Total Net Assets Fund Balance$-1,485,394$-1,581,958▼ $96,564
Total Liabilities and Net Assets / Fund Balance$1,185,836$1,098,375▼ $87,461

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$697,954$1,415,313-
Other Land Buildings$9,414$15,380-
Land$163,228--
Equipment$5,400$42,348-
Leasehold Improvements$22,539$151,299-
Other Assets Org$194,405--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy H KennedyAsst Sec/Director
Gene T JerniganDirector
Llewellyn T JerniganDirector
Sylvia W CraftDirector
Don G WellonsPres/Director
Leigh Anna ThompsonSec/Treas/Director
John H Wellons JrVP/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$162,893
Investment Income
$273
Other Revenue
$0
Change in Net Assets
$-96,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$163,166
Total Revenue per Audited Statements
$163,166
Total Revenue per Form 990
$163,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,039
Salaries, Compensation, and Employee Benefits$55,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$84,571$0$0$84,571
Other Salaries and Wages$0$50,631$0$50,631
Fees for Services Management$0$20,543$0$20,543
Fees for Services Accounting$0$9,092$0$9,092
Insurance$6,259$0$0$6,259
Occupancy$5,132$0$0$5,132
Payroll Taxes$0$4,290$0$4,290
Other Expenses$3,285$0$0$3,285
Office Expenses$0$2,652$0$2,652
Conferences and Meetings$0$1,978$0$1,978
Information Technology$0$1,542$0$1,542
Advertising$1,364$0$0$1,364
Other Employee Benefits$0$770$0$770
Travel$0$457$0$457
Total Functional Expenses$167,775$91,955$0$259,730

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$259,730
Total Expenses per Audited Statements$259,730
Total Expenses per Form 990$259,730
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 Deposits$9,088
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Barton Housing Inc
EIN
56-2079102
Phone
9108920436
Address
Post Office Box 1254, DUNN, NC 28335

Signing Officer

Name
Don G Wellons
Title
President
Phone
9108920436
Signed
2018-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don G Wellons
Formed
1198
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Patterson & Associates PLLC
Address
4248 FAYETTEVILLE ROAD, LUMBERTON, NC 28359
Preparer
Matthew a Patterson CPA
Phone
9107381448
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Several Board members share a family relationship.

Pt VI, Line 11B

Organization makes 990 available to Board members who wish to inspect prior to filing.

Pt VI, Line 12C

The conflict of interest policy is reviewed annually during board meetings.

Pt VI, Line 15A

Organization reimburses management company for payroll related expenses.

Pt VI, Line 15B

Organization reimburses management company for payroll related expenses.

Pt VI, Line 19

Organization has a copy of 990 available for inspection.

Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH REDUCED RENT HOUSING AND SERVICES SPECIALLY DESIGNED TO MEET PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING (36 UNITS PROVIDED).
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN H WELLONS JR
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02104
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00430
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99570
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0648305
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0162893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118048
IRS990ScheduleA/Total509Grp/TotalAmt0648305
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0650409
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0697954
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01415313
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02113267
IRS990ScheduleD/EquipmentGrp/BookValueAmt05400
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042348
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt047748
IRS990ScheduleD/ExpensesSubtotalAmt0259730
IRS990ScheduleD/LandGrp/BookValueAmt0163228
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0163228
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt022539
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0151299
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0173838
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0194405
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED CASH DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09414
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015380
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt024794
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenant Deposits
IRS990ScheduleD/RevenueSubtotalAmt0163166
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0898535
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0194405
IRS990ScheduleD/TotalExpensesPerForm990Amt0259730
IRS990ScheduleD/TotalLiabilityAmt09088
IRS990ScheduleD/TotalRevenuePerForm990Amt0163166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0163166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0259730
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Several Board members share a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Organization makes 990 available to Board members who wish to inspect prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is reviewed annually during board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organization reimburses management company for payroll related expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Organization reimburses management company for payroll related expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Organization has a copy of 990 available for inspection.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01185836
IRS990/TotalAssetsEOYAmt01098375
IRS990/TotalAssetsGrp/BOYAmt01185836
IRS990/TotalAssetsGrp/EOYAmt01098375
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167775
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02671230
IRS990/TotalLiabilitiesEOYAmt02680333
IRS990/TotalLiabilitiesGrp/BOYAmt02671230
IRS990/TotalLiabilitiesGrp/EOYAmt02680333
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1485394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1581958
IRS990/TotalProgramServiceExpensesAmt0167775
IRS990/TotalProgramServiceRevenueAmt0162893
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163166
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0163166
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01185836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01098375
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0457
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0457
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1485394
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1581958
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1254
IRS990/USAddress/CityNm0Dunn
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028335
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON G WELLONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09108920436
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Housing Inc
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0562079102
ReturnHeader/Filer/PhoneNum09108920436
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 1254
ReturnHeader/Filer/USAddress/CityNm0DUNN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028335
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0347DF021241DBFB47D6EFDE661ABA5063D1EB2FB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0347DF021241DBFB47D6EFDE661ABA5063D1EB2FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.77.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:03:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patterson & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04248 FAYETTEVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUMBERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028359
ReturnHeader/PreparerPersonGrp/PhoneNum09107381448
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW A PATTERSON CPA
ReturnHeader/ReturnTs02018-05-08T08:03:50-07:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$2.69$2.24$0.21$0.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.51$2.67$2.16$0.19$0.31$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.63$2.67$2.04$0.18$0.26$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.71$2.67$1.96$0.18$0.24$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.78$2.68$1.90$0.18$0.28$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.89$2.69$1.80$0.18$0.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.99$2.67$1.68$0.17$0.27$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.10$2.68$1.58$0.16$0.26$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.19$2.67$1.49$0.14$0.31$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.37$2.68$1.31$0.12$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.45$2.67$1.22$0.12$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.56$2.67$1.11$0.12$0.23$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$2.67$0.99$0.23
2011Summary only. Only limited summary data is available for this year.$1.78$2.67$0.88$0.12$0.22$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$2.67$0.78$0.22