Civic Intelligence

Palatka Retirement Villas Inc

EIN 59-2147710 • 501(c)3 • Jacksonville, FL

Profile

The organization's mission is to provide elderly and disabled low income persons with housing facilities specially designed to meet their physical, social and psychological needs.

3100 University Blvd S Suite 235Jacksonville, FL 32216
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

2.41x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

2.16x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$93,013

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

4.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$915,266

Down $19,938 (-2.1%) from 2024

Liabilities

Down

$2,206,650

Down $156,756 (-6.6%) from 2024

Net Assets

Up

-$1,291,384

Up $136,818 (+9.6%) from 2024

Operations
Liabilities / Revenue93rd percentileNet Margin65th percentile

Revenue

Up

$1,020,623

Up $47,768 (+4.9%) from 2024

Expenses

Down

$885,468

Down $54,901 (-5.8%) from 2024

Net Income

Up

$135,155

Up $102,669 (+316%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0MAssets 2011: $2,113,092Liabilities 2011: $3,031,792Net Assets 2011: -$918,7002011Assets 2012: $2,016,112Liabilities 2012: $2,998,831Net Assets 2012: -$982,7192012Assets 2013: $1,758,119Liabilities 2013: $2,954,446Net Assets 2013: -$1,196,3272013Assets 2014: $1,630,365Liabilities 2014: $2,916,792Net Assets 2014: -$1,286,4272014Assets 2015: $1,589,379Liabilities 2015: $2,856,898Net Assets 2015: -$1,267,5192015Assets 2016: $1,775,886Liabilities 2016: $3,043,482Net Assets 2016: -$1,267,5962016Assets 2017: $1,611,977Liabilities 2017: $2,935,845Net Assets 2017: -$1,323,8682017Assets 2018: $1,460,538Liabilities 2018: $2,849,112Net Assets 2018: -$1,388,5742018Assets 2019: $1,398,006Liabilities 2019: $2,771,758Net Assets 2019: -$1,373,7522019Assets 2020: $1,266,740Liabilities 2020: $2,674,445Net Assets 2020: -$1,407,7052020Assets 2021: $1,125,801Liabilities 2021: $2,587,382Net Assets 2021: -$1,461,5812021Assets 2022: $1,036,606Liabilities 2022: $2,511,622Net Assets 2022: -$1,475,0162022Assets 2023: $963,520Liabilities 2023: $2,426,794Net Assets 2023: -$1,463,2742023Assets 2024: $935,204Liabilities 2024: $2,363,406Net Assets 2024: -$1,428,2022024Assets 2025: $915,266Liabilities 2025: $2,206,650Net Assets 2025: -$1,291,3842025

Highlighted filing

2025

Assets$915,266
Liabilities$2,206,650
Net Assets-$1,291,384
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $773,909Expenses 2011: $828,496Net Income 2011: -$54,5872011Revenue 2012: $756,820Expenses 2012: $820,839Net Income 2012: -$64,0192012Revenue 2013: $609,517Expenses 2013: $823,125Net Income 2013: -$213,6082013Revenue 2014: $744,809Expenses 2014: $834,909Net Income 2014: -$90,1002014Revenue 2015: $833,855Expenses 2015: $814,947Net Income 2015: $18,9082015Revenue 2016: $813,849Expenses 2016: $813,746Net Income 2016: $1032016Revenue 2017: $809,589Expenses 2017: $865,861Net Income 2017: -$56,2722017Revenue 2018: $858,086Expenses 2018: $922,792Net Income 2018: -$64,7062018Revenue 2019: $863,331Expenses 2019: $848,509Net Income 2019: $14,8222019Revenue 2020: $875,768Expenses 2020: $909,721Net Income 2020: -$33,9532020Revenue 2021: $888,760Expenses 2021: $950,827Net Income 2021: -$62,0672021Revenue 2022: $892,264Expenses 2022: $914,073Net Income 2022: -$21,8092022Revenue 2023: $937,625Expenses 2023: $966,918Net Income 2023: -$29,2932023Revenue 2024: $972,855Expenses 2024: $940,369Net Income 2024: $32,4862024Revenue 2025: $1,020,623Expenses 2025: $885,468Net Income 2025: $135,1552025

Highlighted filing

2025

Revenue$1,020,623
Expenses$885,468
Net Income$135,155
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$915,266
Liabilities
$2,206,650
Net assets
-$1,291,384
Revenue
$1,020,623
Expenses
$885,468
Net income
$135,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$2.21$1.29$1.02$0.89$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.94$2.36$1.43$0.97$0.94$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.96$2.43$1.46$0.94$0.97$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.04$2.51$1.48$0.89$0.91$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.13$2.59$1.46$0.89$0.95$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.27$2.67$1.41$0.88$0.91$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.40$2.77$1.37$0.86$0.85$0.01
2018Summary only. Only limited summary data is available for this year.$1.46$2.85$1.39$0.86$0.92$0.06
2017Summary only. Only limited summary data is available for this year.$1.61$2.94$1.32$0.81$0.87$0.06
2016Summary only. Only limited summary data is available for this year.$1.78$3.04$1.27$0.81$0.81$0.00
2015Summary only. Only limited summary data is available for this year.$1.59$2.86$1.27$0.83$0.81$0.02
2014Summary only. Only limited summary data is available for this year.$1.63$2.92$1.29$0.74$0.83$0.09
2013Summary only. Only limited summary data is available for this year.$1.76$2.95$1.20$0.61$0.82$0.21
2012Summary only. Only limited summary data is available for this year.$2.02$3.00$0.98$0.76$0.82$0.06
2011Summary only. Only limited summary data is available for this year.$2.11$3.03$0.92$0.77$0.83$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Gross Receipts
$1,022,286
Mission and Program Overview

Mission

The organization's mission is to provide elderly and disabled low income persons with housing facilities specially designed to meet their physical, social and psychological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$555,010$510,133▼ $44,877
Prepaid Expenses and Deferred Charges$20,742$19,933▼ $809
Accounts Receivable$7,447$13,767▲ $6,320
Cash and Non-Interest-Bearing Accounts$3,463$4,025▲ $562
Total Assets$935,204$915,266▼ $19,938
Other Assets Total$348,542$367,408▲ $18,866
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,246,234$2,139,743▼ $106,491
Accounts Payable and Accrued Expenses$92,330$40,194▼ $52,136
Escrow Account Liability$24,842$26,713▲ $1,871
Total Liabilities$2,363,406$2,206,650▼ $156,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,428,202$-1,291,384▲ $136,818
Total Net Assets Fund Balance$-1,428,202$-1,291,384▲ $136,818
Total Liabilities and Net Assets / Fund Balance$935,204$915,266▼ $19,938

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,615,649-$4,615,649
Land$150,000-$150,000
Other Land Buildings$-4,255,516$4,255,516-
Other Assets Org$6,082--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Alma C BallardSec/treasPT$93,013$93,013

Board Members and Trustees

NameTitle
Carol BurridgePresident
Lakesha SessionDirector
Pastor Edward DavisDirector
Richard a CarrDirector
Shirley DavisDirector
Theresa BraumanDirector
Anita HassellEx Officio
Wilhelmina ClayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,021,769
Investment Income
$-1,146
Other Revenue
$0
Change in Net Assets
$135,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,623
Total Revenue per Audited Statements
$1,020,623
Total Revenue per Form 990
$1,020,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$643,034
Salaries, Compensation, and Employee Benefits$242,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$198,687--$198,687
Occupancy$107,630--$107,630
Depreciation Depletion$106,142--$106,142
Insurance$78,547--$78,547
Interest$76,387--$76,387
Fees for Services Management-$61,684-$61,684
Office Expenses$36,849--$36,849
Other Employee Benefits$17,552--$17,552
Payroll Taxes$15,105--$15,105
Fees for Services Accounting$13,025--$13,025
Pension Plan Contributions$11,090--$11,090
All Other Expenses$8,892--$8,892
Other Expenses$5,663--$5,663
Advertising$319--$319
Total Functional Expenses$823,784$61,684$0$885,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$885,468
Total Expenses per Audited Statements$885,468
Total Expenses per Form 990$885,468
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alma Ballard Exec Director--No-
Family Housing Management Company-Management ServicesNo-
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 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Harry burridge carol burridge director director husband/wife john clay wilhelmina clay director director husband/wife pastor edward davis shirley davis director director husband/wife”

Form 990, Page 6, Part VI, Line 3

“Management is provided by family housing management company, inc.”

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

“The 990 is provided in draft form to the audit committee. The audit committee makes a recommendation to the board to accept the 990 and audit.”

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

“Board members are required to disclose any conflicts of interest. A board member with any conflict or potential conflict of interest is not permitted to vote.”

Form 990, Page 6, Part VI, Line 15B

“Salaries are approved by the board's adoption of a budget in which each salary category has a separte line item. Budgets and salaries are also subject to approval and funding by the u.s. Department of housing and urban development.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Palatka Retirement Villas Inc
EIN
59-2147710
Phone
9046321255
Address
3100 UNIVERSITY BLVD S SUITE 235, JACKSONVILLE, FL 32216

Signing Officer

Name
Alma C Ballard
Title
Sec/treas
Phone
9046321255
Signed
2026-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alma C Ballard
Formed
1983
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
The Forde Firm Inc
Address
4685 SUNBEAM RD SUITE 203, JACKSONVILLE, FL 32257-6109
Preparer
David Forde
Phone
9047255832
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Line 2a: diocese of saint augustine ein: 59-0637829 is the pay master for our organization, we pay salaries and wages and claim them on our form-990, but they issue the w-2's and w-3.”

Form 990, Part XI, Line 9

“Dispositions and transfers 1,663”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Tenant security deposits are held in escrow and are included in assets and liabilities.”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGEE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT SECURITY DEPOSITS ARE HELD IN ESCROW AND ARE INCLUDED IN ASSETS AND LIABILITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FAMILY HOUSING MANAGEMENT COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ALMA BALLARD EXEC DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2A: DIOCESE OF SAINT AUGUSTINE EIN: 59-0637829 IS THE PAY MASTER FOR OUR ORGANIZATION, WE PAY SALARIES AND WAGES AND CLAIM THEM ON OUR FORM-990, BUT THEY ISSUE THE W-2'S AND W-3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HARRY BURRIDGE CAROL BURRIDGE DIRECTOR DIRECTOR HUSBAND/WIFE JOHN CLAY WILHELMINA CLAY DIRECTOR DIRECTOR HUSBAND/WIFE PASTOR EDWARD DAVIS SHIRLEY DAVIS DIRECTOR DIRECTOR HUSBAND/WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT IS PROVIDED BY FAMILY HOUSING MANAGEMENT COMPANY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS PROVIDED IN DRAFT FORM TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MAKES A RECOMMENDATION TO THE BOARD TO ACCEPT THE 990 AND AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. A BOARD MEMBER WITH ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS NOT PERMITTED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARIES ARE APPROVED BY THE BOARD'S ADOPTION OF A BUDGET IN WHICH EACH SALARY CATEGORY HAS A SEPARTE LINE ITEM. BUDGETS AND SALARIES ARE ALSO SUBJECT TO APPROVAL AND FUNDING BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISPOSITIONS AND TRANSFERS 1,663
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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