Civic Intelligence

Auburn Voa Elderly Housing Inc Valley Oaks

990 • Fiscal year 2015 • EIN 58-2043752

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 07, 2015

Refreshing map…

1660 Duke StreetAlexandria, VA 22314

(703) 341-5000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.38x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$492,384

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 118.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.4%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

8.1%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,665,713

Down $36,817 (-1.4%) from 2014

Net Assets

Down

$2,505,635

Down $91,292 (-3.5%) from 2014

Liabilities

Up

$160,078

Up $54,475 (+52%) from 2014

Revenue

Up

$415,908

Up $31,178 (+8.1%) from 2014

Expenses

Up

$507,200

Up $9,545 (+1.9%) from 2014

Net Income

Up

-$91,292

Up $21,633 (+19%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,889,019Liabilities 2012: $88,737Net Assets 2012: $2,800,2822012Assets 2013: $2,790,535Liabilities 2013: $80,683Net Assets 2013: $2,709,8522013Assets 2014: $2,702,530Liabilities 2014: $105,603Net Assets 2014: $2,596,9272014Assets 2015: $2,665,713Liabilities 2015: $160,078Net Assets 2015: $2,505,6352015Assets 2016: $2,576,169Liabilities 2016: $192,550Net Assets 2016: $2,383,6192016Assets 2017: $2,544,828Liabilities 2017: $266,201Net Assets 2017: $2,278,6272017Assets 2018: $2,406,588Liabilities 2018: $184,011Net Assets 2018: $2,222,5772018Assets 2019: $2,339,146Liabilities 2019: $203,056Net Assets 2019: $2,136,0902019Assets 2020: $2,306,583Liabilities 2020: $248,628Net Assets 2020: $2,057,9552020Assets 2021: $2,248,923Liabilities 2021: $309,092Net Assets 2021: $1,939,8312021Assets 2022: $2,233,333Liabilities 2022: $366,707Net Assets 2022: $1,866,6262022Assets 2023: $2,238,742Liabilities 2023: $462,414Net Assets 2023: $1,776,3282023Assets 2024: $2,193,964Liabilities 2024: $562,276Net Assets 2024: $1,631,6882024Assets 2025: $2,030,413Liabilities 2025: $105,930Net Assets 2025: $1,924,4832025

Highlighted filing

2015

Assets$2,665,713
Liabilities$160,078
Net Assets$2,505,635

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $411,107Expenses 2012: $509,671Net Income 2012: -$98,5642012Revenue 2013: $408,144Expenses 2013: $498,574Net Income 2013: -$90,4302013Revenue 2014: $384,730Expenses 2014: $497,655Net Income 2014: -$112,9252014Revenue 2015: $415,908Expenses 2015: $507,200Net Income 2015: -$91,2922015Revenue 2016: $420,967Expenses 2016: $542,983Net Income 2016: -$122,0162016Revenue 2017: $464,935Expenses 2017: $569,927Net Income 2017: -$104,9922017Revenue 2018: $506,533Expenses 2018: $562,583Net Income 2018: -$56,0502018Revenue 2019: $544,726Expenses 2019: $631,213Net Income 2019: -$86,4872019Revenue 2020: $547,788Expenses 2020: $625,923Net Income 2020: -$78,1352020Revenue 2021: $544,546Expenses 2021: $662,670Net Income 2021: -$118,1242021Revenue 2022: $648,351Expenses 2022: $721,556Net Income 2022: -$73,2052022Revenue 2023: $666,056Expenses 2023: $756,354Net Income 2023: -$90,2982023Revenue 2024: $670,202Expenses 2024: $814,842Net Income 2024: -$144,6402024Revenue 2025: $739,810Expenses 2025: $863,413Net Income 2025: -$123,6032025

Highlighted filing

2015

Revenue$415,908
Expenses$507,200
Net Income-$91,292
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$415,908
Mission and Program Overview

Mission

Provides housing to elderly and disabled persons and families under section 202 of the national housing act under an agreement with the department of hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,400,233$2,314,363▼ $85,870
Prepaid Expenses and Deferred Charges$26,208$25,038▼ $1,170
Cash and Non-Interest-Bearing Accounts$4,711$12,455▲ $7,744
Accounts Receivable$2,979$2,358▼ $621
Total Assets$2,702,530$2,665,713▼ $36,817
Other Assets Total$268,399$311,499▲ $43,100
Liabilities
Accounts Payable and Accrued Expenses$87,949$141,203▲ $53,254
Other Liabilities$16,907$17,688▲ $781
Deferred Revenue$747$1,187▲ $440
Total Liabilities$105,603$160,078▲ $54,475
Net Assets / Fund Balance
Unrestricted Net Assets$2,596,927$2,505,635▼ $91,292
Total Net Assets Fund Balance$2,596,927$2,505,635▼ $91,292
Total Liabilities and Net Assets / Fund Balance$2,702,530$2,665,713▼ $36,817

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,778,115$2,029,539$3,807,654
Land$438,421-$438,421
Other Land Buildings$79,715$160,674$240,389
Equipment$18,112$14,254$32,366
Other Assets Org$311,499--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Thomas D TurnbullAsst. Sec/tr$368,778$368,778
David T BowmanAsst. Sec/as$293,414$293,414
Joseph a BudzynskiAsst. Sec/tr$254,007$254,007
Juanita CohenAsst. Sec/tr$221,211$221,211
Nancy GavinAsst. Sec/as$220,591$220,591
Deborah PerryAsst. Sec/as$188,945$188,945

Board Members and Trustees

NameTitle
C David KikumotoBoard Chair
Michael W KingPresident
Shawn M BloomBoard Vice C
Ann B SchnareDirector
John MorlandDirector
Karen DaleDirector
Michael SullivanDirector
Stephen WakefieldDirector
Wilfred N Cooper SrDirector
Patrick SheridanAsst. Sec.
Robin KellerAsst. Sec.
David T BowmanAsst. Sec/asst Treas
Deborah PerryAsst. Sec/asst Treas
Nancy GavinAsst. Sec/asst Treas
Joseph a BudzynskiAsst. Sec/treas, CFO
Juanita CohenAsst. Sec/treas.
Thomas D TurnbullAsst. Sec/treas/COO
Robert D GibsonKey Employee
Wayne C OlsonKey Employee
Carol MooreSecretary
Nancy J FeldmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$413,635
Investment Income
$2,273
Other Revenue
$0
Change in Net Assets
$-91,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$415,908
Total Revenue per Audited Statements
$415,908
Total Revenue per Form 990
$415,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$437,699
Salaries, Compensation, and Employee Benefits$69,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$129,571--$129,571
Occupancy$125,170--$125,170
Other Salaries and Wages$55,608--$55,608
Fees for Services Management-$36,555-$36,555
Office Expenses$13,741--$13,741
Fees for Services Accounting-$13,146-$13,146
Other Employee Benefits$9,755--$9,755
Payroll Taxes$4,138--$4,138
Insurance$3,034--$3,034
Advertising$2,734--$2,734
Conferences and Meetings$779--$779
Other Expenses$303--$303
Total Functional Expenses$457,499$49,701$0$507,200

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$507,200
Total Expenses per Audited Statements$507,200
Total Expenses per Form 990$507,200
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$17,688
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

The organizations governing body delegated broad authority to an executive committee. The executive committee is composed of the following five officers of the organization: chair, president, vice chair, secretary, and treasurer. There are no executive committee members who are not on the governing body. The executive committee has the authority of the governing body in the management of the business of the organization.

Form 990, Page 6, Part VI, Line 2

Michael king president dir and/or officer of voa david bowman asst. Sec./a dir and/or officer of voa thomas turnbull asst. Sec./a dir and/or officer of voa patrick sheridan assistant se dir and/or officer of voa joseph budzynski asst. Sec./a dir and/or officer of voa nancy gavin asst. Sec./a dir and/or officer of voa deborah perry asst. Sec./a dir and/or officer of voa robin keller assistant se dir and/or officer of voa

Form 990, Page 6, Part VI, Line 3

The organization has no employees, and has delegated control over certain property management duties to volunteers of america northern california & northern nevada pursuant to a property management agreement. Volunteers of america national services, as the parent and sponsoring corporation, assists in providing to its subordinate corporations general and administrative supervision, financial management, quality assurance, regulatory compliance, real estate development and strategic planning.

Form 990, Page 6, Part VI, Line 7A

Volunteers of america, inc. Has the right to appoint or approve directors and volunteers of america, inc. Has, in turn, transferred this authority to volunteers of america national services.

Form 990, Page 6, Part VI, Line 7B

The articles of incorporation and bylaws of the corporation may not be amended without the prior written approval of the secretary of the u.s. Department of housing and urban development. Directors may be removed with or without cause at the request of the u.s. Department of housing and urban development.

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

The final form 990 is reviewed by asset management and an officer of the board of directors prior to filing with the irs. All members of the organizations board of directors and all officers of the board are also provided an opportunity to review the form 990 in electronic form immediately prior to filing.

Form 990, Page 6, Part VI, Line 12C

The policy requires officers, directors and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event actual or potential conflicts arise. Conflicts of interest are reviewed by the board of directors. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Page 6, Part VI, Line 19

Available at the address below: 1660 duke street alexandria, va 22314

Filing and Contact Details

Filer

Filer Name
Auburn Voa Elderly Housing Inc
EIN
58-2043752
Phone
7033415000
Address
1660 DUKE STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Thomas D Turnbull
Title
Asst. Sec/treas
Phone
7033415000
Signed
2015-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1995
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
9
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
William B Beale
Phone
2259263360
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20206114
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASST. SEC/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST. SEC/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASST. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST. SEC/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASST. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt19KEY EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20KEY EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0415908
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03034
IRS990/InsuranceGrp/TotalAmt03034
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02273
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipAccumDeprecAmt02204467
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02400233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02314363
IRS990/LandBldgEquipCostOrOtherBssAmt04518830
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES HOUSING TO ELDERLY AND DISABLED PERSONS AND FAMILIES UNDER SECTION 202 OF THE NATIONAL HOUSING ACT UNDER AN AGREEMENT WITH THE DEPARTMENT OF HUD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02596927
IRS990/NetAssetsOrFundBalancesEOYAmt02505635
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IRS990/OccupancyGrp/ProgramServicesAmt0125170
IRS990/OccupancyGrp/TotalAmt0125170
IRS990/OfficeExpensesGrp/ProgramServicesAmt013741
IRS990/OfficeExpensesGrp/TotalAmt013741
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09755
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09755
IRS990/OtherExpensesGrp/Desc0OPERATING & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SERVICE COORDINATOR
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3MISC TAXES
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IRS990/OtherExpensesGrp/ProgramServicesAmt131502
IRS990/OtherExpensesGrp/ProgramServicesAmt210564
IRS990/OtherExpensesGrp/ProgramServicesAmt3303
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IRS990/OtherExpensesGrp/TotalAmt131502
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IRS990/OtherExpensesGrp/TotalAmt3303
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055608
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IRS990/PrincipalOfficerNm0SAME AS C ABOVE
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02009
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0413635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0384006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0406135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0408619
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0396611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02009006
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04360
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011854
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/PublicSupportCY509Pct00.99410
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0413635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0384006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0406135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0408619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0396611
IRS990ScheduleA/Total509Grp/TotalAmt02009006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0415908
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0408144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0411107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0400971
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02020860
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01778115
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02029539
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03807654
IRS990ScheduleD/EquipmentGrp/BookValueAmt018112
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014254
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032366
IRS990ScheduleD/ExpensesSubtotalAmt0507200
IRS990ScheduleD/LandGrp/BookValueAmt0438421
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0438421

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.11$1.92$0.74$0.86$0.12
2024Summary only. Only limited summary data is available for this year.$2.19$0.56$1.63$0.67$0.81$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.46$1.78$0.67$0.76$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.37$1.87$0.65$0.72$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.31$1.94$0.54$0.66$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.25$2.06$0.55$0.63$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.20$2.14$0.54$0.63$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.18$2.22$0.51$0.56$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.27$2.28$0.46$0.57$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.19$2.38$0.42$0.54$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.16$2.51$0.42$0.51$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.11$2.60$0.38$0.50$0.11
2013Summary only. Only limited summary data is available for this year.$2.79$0.08$2.71$0.41$0.50$0.09
2012Summary only. Only limited summary data is available for this year.$2.89$0.09$2.80$0.41$0.51$0.10