Civic Intelligence

Overlook Senior Citizens Housing of Loudon County Inc

990EZ • Fiscal year 2013 • EIN 58-1525534

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 10, 2014

407 East Main Street37814

(423) 586-1494

Siviq Scores

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

Liabilities / Assets

96th percentile

1.56x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

3.76x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

44th percentile

-1.6%

Faster revenue growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$324,483

Down $15,372 (-4.5%) from 2012

Net Assets

Down

-$181,216

Down $5,172 (-2.9%) from 2012

Liabilities

Down

$505,699

Down $10,200 (-2.0%) from 2012

Revenue

Down

$134,658

Down $2,238 (-1.6%) from 2012

Expenses

Down

$139,830

Down $3,599 (-2.5%) from 2012

Net Income

Up

-$5,172

Up $1,361 (+21%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $358,668Liabilities 2010: $532,702Net Assets 2010: -$174,0342010Assets 2011: $361,812Liabilities 2011: $531,323Net Assets 2011: -$169,5112011Assets 2012: $339,855Liabilities 2012: $515,899Net Assets 2012: -$176,0442012Assets 2013: $324,483Liabilities 2013: $505,699Net Assets 2013: -$181,2162013Assets 2014: $311,461Liabilities 2014: $499,529Net Assets 2014: -$188,0682014

Highlighted filing

2013

Assets$324,483
Liabilities$505,699
Net Assets-$181,216

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $133,998Expenses 2010: $128,948Net Income 2010: $5,0502010Revenue 2011: $133,146Expenses 2011: $128,623Net Income 2011: $4,5232011Revenue 2012: $136,896Expenses 2012: $143,429Net Income 2012: -$6,5332012Revenue 2013: $134,658Expenses 2013: $139,830Net Income 2013: -$5,1722013Revenue 2014: $136,329Expenses 2014: $143,181Net Income 2014: -$6,8522014

Highlighted filing

2013

Revenue$134,658
Expenses$139,830
Net Income-$5,172
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 10, 2014
Return Version
2013v3.1
Gross Receipts
$134,658
Mission and Program Overview

Mission

Affordable housing for low income and elderly

Program Services

DescriptionGrantsExpenses
TO PROVIDE HUD ASSISTED HOUSING FOR LOW INCOME AND ELDERLY TENANTS, 20 UNITS PROVIDED-$130,123
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LUKERPresident-$0--
MICHAEL COLLINSDirector-$0--
BARBARA MASONDirector-$0--
GENEVA MYERSDirector-$0--
BARBARA RAPERDirector-$0--
STANLEY WILDERSecretary-$0--
JOE BENTHALLDirector-$0--
LANE WOLFENBARGERDirector-$0--
JACK YATESVice Chairma-$0--
NANCY BISHOPDirector-$0--
KIM LOVEDAYDirector-$0--
Filing and Contact Details

Filer

EIN
58-1525534
Phone
4235861494

Signing Officer

Name
Susan Luker
Title
President
Phone
4235861494
Signed
2014-06-10

Preparer

Preparer
Duane Cline
Phone
4235879335
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 1,546 interest expense 39,778 insurance 1,241 operating supplies 3,642 telephone 1,614 management/bookkeeping 9,707 operating & main contract 13,873 garbage & trash removal 933 heating/cooling repairs 456 non-investment depreciation 15,996 total 88,786

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 248 248 equipment 47,723 47,723 less accumulated depreciation 45,715 47,723 total 2,256 248

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 22,985 26,800 deferred revenue 6,200 7,161 tenant security deposits 5,546 4,315 mortgage and other notes payable 481,168 467,423

Raw XML Appendix188 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SUSAN LUKER
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICHAEL COLLINS
CompensationExplanation/CompensationExplanationGrp/PersonNm2BARBARA MASON
CompensationExplanation/CompensationExplanationGrp/PersonNm3GENEVA MYERS
CompensationExplanation/CompensationExplanationGrp/PersonNm4BARBARA RAPER
CompensationExplanation/CompensationExplanationGrp/PersonNm5STANLEY WILDER
CompensationExplanation/CompensationExplanationGrp/PersonNm6JOE BENTHALL
CompensationExplanation/CompensationExplanationGrp/PersonNm7LANE WOLFENBARGER
CompensationExplanation/CompensationExplanationGrp/PersonNm8JACK YATES
CompensationExplanation/CompensationExplanationGrp/PersonNm9NANCY BISHOP
CompensationExplanation/CompensationExplanationGrp/PersonNm10KIM LOVEDAY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY HAZELWOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum04235861494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10407 EAST MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0MORRISTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode037814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060810
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-181216
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN LUKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GENEVA MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA RAPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STANLEY WILDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOE BENTHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LANE WOLFENBARGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACK YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIM LOVEDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02256
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0248
IRS990EZ/OtherExpensesTotalAmt088786
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AFFORDABLE HOUSING FOR LOW INCOME AND ELDERLY
IRS990EZ/ProgramServiceRevenueAmt0134635
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HUD ASSISTED HOUSING FOR LOW INCOME AND ELDERLY TENANTS, 20 UNITS PROVIDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0130123
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017323
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0515899
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139830
IRS990EZ/TotalProgramServiceExpensesAmt0130123
IRS990EZ/TotalRevenueAmt0134658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0136872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0133124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0133976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0131589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0670196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0118
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0670196
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0134635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0136872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0133976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131589
IRS990ScheduleA/Total509Grp/TotalAmt0670196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0134658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0136896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0131616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0670314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 1,546 INTEREST EXPENSE 39,778 INSURANCE 1,241 OPERATING SUPPLIES 3,642 TELEPHONE 1,614 MANAGEMENT/BOOKKEEPING 9,707 OPERATING & MAIN CONTRACT 13,873 GARBAGE & TRASH REMOVAL 933 HEATING/COOLING REPAIRS 456 NON-INVESTMENT DEPRECIATION 15,996 TOTAL 88,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 248 248 EQUIPMENT 47,723 47,723 LESS ACCUMULATED DEPRECIATION 45,715 47,723 TOTAL 2,256 248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 22,985 26,800 DEFERRED REVENUE 6,200 7,161 TENANT SECURITY DEPOSITS 5,546 4,315 MORTGAGE AND OTHER NOTES PAYABLE 481,168 467,423
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04235861494
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10OVERLOOK SENIOR CITIZENS HOUSING OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20LOUDON COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0581525534
ReturnHeader/Filer/PhoneNum04235861494
ReturnHeader/Filer/USAddress/AddressLine10407 EAST MAIN STREET
ReturnHeader/Filer/USAddress/City0MORRISTOWN
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUANE CLINE CPALLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1951
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0378161951
ReturnHeader/PreparerPersonGrp/PhoneNum04235879335
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE CLINE
ReturnHeader/ReturnTs02014-07-11T10:07:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings