Civic Intelligence

Palatka Retirement Villas Inc

990 • Fiscal year 2022 • EIN 59-2147710

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

Organization Profile
3100 University Blvd S Suite 235Jacksonville, FL 32216

(904) 632-1255

Siviq Scores

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

Liabilities / Assets

99th percentile

2.42x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

2.81x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

30th percentile

-2.4%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$91,496

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

23rd percentile

-7.9%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

0.4%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,036,606

Down $89,195 (-7.9%) from 2021

Net Assets

Down

-$1,475,016

Down $13,435 (-0.9%) from 2021

Liabilities

Down

$2,511,622

Down $75,760 (-2.9%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin30th percentile

Revenue

Up

$892,264

Up $3,504 (+0.4%) from 2021

Expenses

Down

$914,073

Down $36,754 (-3.9%) from 2021

Net Income

Up

-$21,809

Up $40,258 (+65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2022

Assets$1,036,606
Liabilities$2,511,622
Net Assets-$1,475,016
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$892,264
Expenses$914,073
Net Income-$21,809
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Gross Receipts
$899,112
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$795,150$677,148▼ $118,002
Prepaid Expenses and Deferred Charges$19,798$20,509▲ $711
Accounts Receivable$2,723$3,801▲ $1,078
Cash and Non-Interest-Bearing Accounts$11,468$236▼ $11,232
Total Assets$1,125,801$1,036,606▼ $89,195
Other Assets Total$296,662$334,912▲ $38,250
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,543,876$2,448,182▼ $95,694
Accounts Payable and Accrued Expenses$22,253$41,369▲ $19,116
Escrow Account Liability$21,253$22,071▲ $818
Total Liabilities$2,587,382$2,511,622▼ $75,760
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,461,581$-1,475,016▼ $13,435
Total Net Assets Fund Balance$-1,461,581$-1,475,016▼ $13,435
Total Liabilities and Net Assets / Fund Balance$1,125,801$1,036,606▼ $89,195

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$464,359$3,523,306$3,987,665
Equipment$2,317$389,099$391,416
Land$150,000-$150,000
Other Land Buildings$33,654$44,847$78,501
Other Assets Org$7,588--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Alma C BallardSec/treasPT$91,496$91,496

Board Members and Trustees

NameTitle
Theresa BraumanPresident
Carol BurridgeDirector
Harry BurridgeDirector
John ClayDirector
Mary F IovinoDirector
Pastor Edward DavisDirector
Richard a CarrDirector
Wilhelmina ClayDirector
Anita HassellEx Officio
Shirley DavisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$899,032
Investment Income
$-6,768
Other Revenue
$0
Change in Net Assets
$-21,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$892,264
Total Revenue per Audited Statements
$892,264
Total Revenue per Form 990
$892,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$670,067
Salaries, Compensation, and Employee Benefits$244,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,299--$189,299
Depreciation Depletion$171,522--$171,522
Interest$95,383--$95,383
Occupancy$85,838--$85,838
Insurance$65,644--$65,644
Fees for Services Management-$55,030-$55,030
Other Employee Benefits$32,629--$32,629
Office Expenses$22,094--$22,094
Payroll Taxes$14,525--$14,525
Other Expenses$9,755--$9,755
Pension Plan Contributions$7,553--$7,553
Fees for Services Accounting$7,425--$7,425
All Other Expenses$5,879--$5,879
Fees for Services Other$5,075--$5,075
Advertising$765--$765
Fees for Services Legal$61--$61
Total Functional Expenses$859,043$55,030$0$914,073

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$914,073
Expenses per Audited Statements$905,882
Total Expenses per Audited Statements$905,882
Expenses Not Reported on Financial Statements$8,191
Other Expense Adjustments$8,191
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
2023-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alma C Ballard
Formed
1983
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
9

Preparer

Firm
The Forde Firm LLC
Address
5150 BELFORT RD BLDG 300, JACKSONVILLE, FL 32256
Preparer
Linda 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

“Book / tax depreciation difference 8,191”

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.”

Schedule D, Page 4, Part XII, Line 4B

“Book / tax depreciation difference 8,191”

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IRS990/NetAssetsOrFundBalancesBOYAmt0-1461581
IRS990/NetAssetsOrFundBalancesEOYAmt0-1475016
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-6848
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6848
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1461581
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1475016
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt085838
IRS990/OccupancyGrp/TotalAmt085838
IRS990/OfficeExpensesGrp/ProgramServicesAmt022094
IRS990/OfficeExpensesGrp/TotalAmt022094
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0296662
IRS990/OtherAssetsTotalGrp/EOYAmt0334912
IRS990/OtherChangesInNetAssetsAmt08191
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032629
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032629
IRS990/OtherExpensesGrp/Desc0MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/Desc1MAINTENANCE MATERIALS
IRS990/OtherExpensesGrp/Desc2OTHER MAINTENANCE
IRS990/OtherExpensesGrp/Desc3OTHER ELDERLY CARE EXPENS
IRS990/OtherExpensesGrp/ProgramServicesAmt087044
IRS990/OtherExpensesGrp/ProgramServicesAmt136199
IRS990/OtherExpensesGrp/ProgramServicesAmt222353
IRS990/OtherExpensesGrp/ProgramServicesAmt39755
IRS990/OtherExpensesGrp/TotalAmt087044
IRS990/OtherExpensesGrp/TotalAmt136199
IRS990/OtherExpensesGrp/TotalAmt222353
IRS990/OtherExpensesGrp/TotalAmt39755
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0189299
IRS990/OtherSalariesAndWagesGrp/TotalAmt0189299
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014525
IRS990/PayrollTaxesGrp/TotalAmt014525
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07553
IRS990/PensionPlanContributionsGrp/TotalAmt07553
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019798
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020509
IRS990/PrincipalOfficerNm0ALMA C BALLARD
IRS990/PriorPeriodAdjustmentsAmt0183
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL & RELATED
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0894265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14767
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0894265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14767
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-952
IRS990/PYOtherExpensesAmt0723333
IRS990/PYProgramServiceRevenueAmt0889712
IRS990/PYRevenuesLessExpensesAmt0-62067
IRS990/PYSalariesCompEmpBnftPaidAmt0227494
IRS990/PYTotalExpensesAmt0950827
IRS990/PYTotalRevenueAmt0888760
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-21809
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0899032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0266
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0899032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0889712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0875358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0863324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0857820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04385246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0410
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01548
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt04385246
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0899032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0889712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0875358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0863324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0857820
IRS990ScheduleA/Total509Grp/TotalAmt04385246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0899112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0890017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0875768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0863811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0858086
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04386794
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0464359
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03523306
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03987665
IRS990ScheduleD/EquipmentGrp/BookValueAmt02317
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0389099
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0391416
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08191
IRS990ScheduleD/ExpensesSubtotalAmt0905882
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0179973
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt177190
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt248090
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt322071
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt47588
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGEE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OTHER RESERVES
IRS990ScheduleD/OtherExpensesNotIncludedAmt08191
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033654
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt044847
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt078501
IRS990ScheduleD/RevenueSubtotalAmt0892264
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT SECURITY DEPOSITS ARE HELD IN ESCROW AND ARE INCLUDED IN ASSETS AND LIABILITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE 8,191
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0650330
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0334912
IRS990ScheduleD/TotalExpensesPerForm990Amt0914073
IRS990ScheduleD/TotalRevenuePerForm990Amt0892264
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0892264
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0905882
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FAMILY HOUSING MANAGEMENT COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ALMA BALLARD EXEC DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE 8,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROMAN CATHOLIC CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FAMILY HOUSING MANAGEMENT CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592026532
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1592581900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,036,606
Liabilities
$2,511,622
Net assets
-$1,475,016
Revenue
$892,264
Expenses
$914,073
Net income
-$21,809
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