Civic Intelligence

Access Inc C/O Heritage Housing Partners Corp

990EZ • Fiscal year 2017 • EIN 56-2329840

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

9770 Patuxent Woods Drive No 305Columbia, MD 21046

(443) 518-7685

Siviq Scores

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

Liabilities / Assets

96th percentile

1.51x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

10.36x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.7%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$391,752

Down $11,203 (-2.8%) from 2016

Net Assets

Down

-$199,735

Down $3,954 (-2.0%) from 2016

Liabilities

Down

$591,487

Down $7,249 (-1.2%) from 2016

Revenue

Up

$57,101

Up $417 (+0.7%) from 2016

Expenses

Up

$61,055

Up $6,784 (+13%) from 2016

Net Income

Down

-$3,954

Down $6,367 (-264%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $468,175Liabilities 2011: $630,7922011Assets 2012: $453,883Liabilities 2012: $629,101Net Assets 2012: -$175,2182012Assets 2013: $441,282Liabilities 2013: $622,680Net Assets 2013: -$181,3982013Assets 2014: $430,608Liabilities 2014: $620,632Net Assets 2014: -$190,0242014Assets 2015: $416,363Liabilities 2015: $614,557Net Assets 2015: -$198,1942015Assets 2016: $402,955Liabilities 2016: $598,736Net Assets 2016: -$195,7812016Assets 2017: $391,752Liabilities 2017: $591,487Net Assets 2017: -$199,7352017Assets 2018: $383,585Liabilities 2018: $588,375Net Assets 2018: -$204,7902018Assets 2019: $371,701Liabilities 2019: $583,3712019Assets 2020: $378,565Liabilities 2020: $595,128Net Assets 2020: -$216,5632020Assets 2021: $363,184Liabilities 2021: $585,929Net Assets 2021: -$222,7452021Assets 2022: $345,798Liabilities 2022: $589,274Net Assets 2022: -$243,4762022Assets 2023: $335,249Liabilities 2023: $606,3872023Assets 2024: $323,199Liabilities 2024: $591,450Net Assets 2024: -$268,2512024

Highlighted filing

2017

Assets$391,752
Liabilities$591,487
Net Assets-$199,735

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $38,924Expenses 2011: $69,374Net Income 2011: -$30,4502011Revenue 2012: $45,358Expenses 2012: $57,959Net Income 2012: -$12,6012012Revenue 2013: $46,344Expenses 2013: $52,524Net Income 2013: -$6,1802013Revenue 2014: $44,356Expenses 2014: $52,982Net Income 2014: -$8,6262014Revenue 2015: $52,695Expenses 2015: $60,865Net Income 2015: -$8,1702015Revenue 2016: $56,684Expenses 2016: $54,271Net Income 2016: $2,4132016Revenue 2017: $57,101Expenses 2017: $61,055Net Income 2017: -$3,9542017Revenue 2018: $53,930Expenses 2018: $58,985Net Income 2018: -$5,0552018Revenue 2019: $56,975Expenses 2019: $63,855Net Income 2019: -$6,8802019Revenue 2020: $57,524Expenses 2020: $62,417Net Income 2020: -$4,8932020Revenue 2021: $57,209Expenses 2021: $63,391Net Income 2021: -$6,1822021Revenue 2022: $49,040Expenses 2022: $69,771Net Income 2022: -$20,7312022Revenue 2023: $50,976Expenses 2023: $78,638Net Income 2023: -$27,6622023Revenue 2024: $67,490Expenses 2024: $64,603Net Income 2024: $2,8872024

Highlighted filing

2017

Revenue$57,101
Expenses$61,055
Net Income-$3,954
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 3, 2018
Return Version
2017v2.3
Gross Receipts
$57,101
Mission and Program Overview

Mission

The organization is a non-profit organization formed for the purpose of acquiring, leasing, managing and constructing assisted housing units for mentally challenged and developmentally disabled persons.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION OWNS AND OPERATES 6 ASSISTED HOUSING UNITS FOR MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.$0$61,055
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DERWOOD BROOKSTreasurer-$0--
KAREN BOOTHSecretary-$0--
GARY CARTERBoard Member-$0--
MARY ALICE DREWERFormer Board Member-$0--
JUDI OLINGERVice President-$0--
JAY RAKSINPresident-$0--
NILAKANTA VENKATESHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Access Inc
EIN
56-2329840
Phone
4435187685
Address
9770 PATUXENT WOODS DRIVE NO 305, COLUMBIA, MD 21046

Signing Officer

Name
Jay Raksin
Title
Board President
Phone
4435187685
Signed
2018-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Hertzbach & Company Pa
Address
800 RED BROOK BLVD SUITE 300, OWINGS MILLS, MD 21117
Preparer
Jeffrey M Kleeman
Phone
4103633200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: investment income. Amount: 3.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: depreciation. Amount: 15,053. Description: consulting expense. Amount: 3,235. Description: financial expense. Amount: 228. Description: office expense. Amount: 3,067. Description: misc. Tax, licenses and permits. Amount: 158. Description: travel. Amount: 15. Total to form 990-ez, line 16: 21,756.

FORM 990-EZ, PART I, LINE 14 OCCUPANCY EXPENSE:

Utilities $ 7,281 real estate taxes 929 property and liability insurance 2,282 contracts 12,148 supplies 583 miscellaneous maintenance 22 ___________ total occupancy expense $ 23,245

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 1,251. End of year amount: 1,513. Description: tenant security deposits. Beg. Of year amount: 1,626. End of year amount: 1,616. Description: escrow deposits. Beg. Of year amount: 6,512. End of year amount: 6,395. Description: replacement reserve. Beg. Of year amount: 7,113. End of year amount: 9,916. Description: tenant accounts receivable. Beg. Of year amount: 0. End of year amount: 108.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 912. End of year amount: 2,058. Description: security deposit liability. Beg. Of year amount: 1,561. End of year amount: 1,592. Description: mortgage payable. Beg. Of year amount: 578,400. End of year amount: 578,400. Description: due to affiliate. Beg. Of year amount: 17,863. End of year amount: 9,437.

Raw XML Appendix211 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DERWOOD BROOKS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NILAKANTA VENKATESH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016502
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019548
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021756
IRS990EZ/OtherRevenueTotalAmt03
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A NON-PROFIT ORGANIZATION FORMED FOR THE PURPOSE OF ACQUIRING, LEASING, MANAGING AND CONSTRUCTING ASSISTED HOUSING UNITS FOR MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.
IRS990EZ/ProgramServiceRevenueAmt057098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION OWNS AND OPERATES 6 ASSISTED HOUSING UNITS FOR MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061055
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt05435
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0598736
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061055
IRS990EZ/TotalProgramServiceExpensesAmt061055
IRS990EZ/TotalRevenueAmt057101
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046342
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.61550
IRS990ScheduleA/PublicSupportPY509Pct00.65710
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt022749
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt014384
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07692
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt098864
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044355
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 15,053. DESCRIPTION: CONSULTING EXPENSE. AMOUNT: 3,235. DESCRIPTION: FINANCIAL EXPENSE. AMOUNT: 228. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 3,067. DESCRIPTION: MISC. TAX, LICENSES AND PERMITS. AMOUNT: 158. DESCRIPTION: TRAVEL. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 21,756.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $ 7,281 REAL ESTATE TAXES 929 PROPERTY AND LIABILITY INSURANCE 2,282 CONTRACTS 12,148 SUPPLIES 583 MISCELLANEOUS MAINTENANCE 22 ___________ TOTAL OCCUPANCY EXPENSE $ 23,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,251. END OF YEAR AMOUNT: 1,513. DESCRIPTION: TENANT SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 1,626. END OF YEAR AMOUNT: 1,616. DESCRIPTION: ESCROW DEPOSITS. BEG. OF YEAR AMOUNT: 6,512. END OF YEAR AMOUNT: 6,395. DESCRIPTION: REPLACEMENT RESERVE. BEG. OF YEAR AMOUNT: 7,113. END OF YEAR AMOUNT: 9,916. DESCRIPTION: TENANT ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 912. END OF YEAR AMOUNT: 2,058. DESCRIPTION: SECURITY DEPOSIT LIABILITY. BEG. OF YEAR AMOUNT: 1,561. END OF YEAR AMOUNT: 1,592. DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 578,400. END OF YEAR AMOUNT: 578,400. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 17,863. END OF YEAR AMOUNT: 9,437.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14 OCCUPANCY EXPENSE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY RAKSIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04435187685
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HERITAGE HOUSING PARTNERS CORP
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0562329840
ReturnHeader/Filer/PhoneNum04435187685
ReturnHeader/Filer/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE NO 305
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021046
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0133022C879E5A8839A4BE9BE5628727F5F4026D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.1.94.226
ReturnHeader/FilingSecurityInformation/IPDt02018-07-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:44:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521158459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERTZBACH & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 RED BROOK BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103633200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M KLEEMAN
ReturnHeader/ReturnTs02018-07-09T13:24:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$3.23$5.91$2.68$0.67$0.65$0.03
2023Summary only. Only limited summary data is available for this year.$3.35$6.06$0.51$0.79$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.46$5.89$2.43$0.49$0.70$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$5.86$2.23$0.57$0.63$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$5.95$2.17$0.58$0.62$0.05
2019Summary only. Only limited summary data is available for this year.$3.72$5.83$0.57$0.64$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$5.88$2.05$0.54$0.59$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.92$5.91$2.00$0.57$0.61$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.03$5.99$1.96$0.57$0.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.16$6.15$1.98$0.53$0.61$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.31$6.21$1.90$0.44$0.53$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.41$6.23$1.81$0.46$0.53$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$6.29$1.75$0.45$0.58$0.13
2011Summary only. Only limited summary data is available for this year.$4.68$6.31$0.39$0.69$0.30