Civic Intelligence

Housing Assistance Foundation for the Elderly Inc

EIN 59-2577487 • 501(c)3 • Inverness, FL

Profile

The organization improves and rents housing to low income elderly individuals.

PO Box 804Inverness, FL 34451

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $159,612 (-100%) from 2020

Liabilities

Down

$0

Down $11,744 (-100%) from 2020

Net Assets

Down

$0

Down $147,868 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $10,421 (-100%) from 2020

Expenses

Down

$0

Down $22,401 (-100%) from 2020

Net Income

Up

$0

Up $11,980 (+100%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$400K$300K$200K$100K$0Assets 2010: $331,998Liabilities 2010: $147,028Net Assets 2010: $184,9702010Assets 2011: $299,262Liabilities 2011: $143,819Net Assets 2011: $155,4432011Assets 2012: $307,435Liabilities 2012: $129,641Net Assets 2012: $177,7942012Assets 2013: $263,901Liabilities 2013: $78,794Net Assets 2013: $185,1072013Assets 2014: $297,200Liabilities 2014: $73,624Net Assets 2014: $223,5762014Assets 2015: $276,367Liabilities 2015: $69,890Net Assets 2015: $206,4772015Assets 2016: $199,777Liabilities 2016: $18,194Net Assets 2016: $181,5832016Assets 2017: $188,429Liabilities 2017: $14,045Net Assets 2017: $174,3842017Assets 2018: $174,458Liabilities 2018: $7,078Net Assets 2018: $167,3802018Assets 2019: $173,258Liabilities 2019: $13,409Net Assets 2019: $159,8492019Assets 2020: $159,612Liabilities 2020: $11,744Net Assets 2020: $147,8682020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $25,261Expenses 2010: $46,565Net Income 2010: -$21,3042010Revenue 2011: $21,804Expenses 2011: $51,331Net Income 2011: -$29,5272011Revenue 2012: $65,739Expenses 2012: $43,387Net Income 2012: $22,3522012Revenue 2013: $47,223Expenses 2013: $39,910Net Income 2013: $7,3132013Revenue 2014: $123,781Expenses 2014: $85,311Net Income 2014: $38,4702014Revenue 2015: $15,761Expenses 2015: $32,860Net Income 2015: -$17,0992015Revenue 2016: $15,969Expenses 2016: $40,864Net Income 2016: -$24,8952016Revenue 2017: $13,850Expenses 2017: $21,050Net Income 2017: -$7,2002017Revenue 2018: $11,843Expenses 2018: $18,846Net Income 2018: -$7,0032018Revenue 2019: $10,449Expenses 2019: $17,980Net Income 2019: -$7,5312019Revenue 2020: $10,421Expenses 2020: $22,401Net Income 2020: -$11,9802020Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2022

Revenue$0
Expenses$0
Net Income$0
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.12$1.48$0.10$0.22$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.13$1.60$0.10$0.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.07$1.67$0.12$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.14$1.74$0.14$0.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.18$1.82$0.16$0.41$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.70$2.06$0.16$0.33$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.74$2.24$1.24$0.85$0.38
2013Detailed filing. Detailed filing data is available for this year.$2.64$0.79$1.85$0.47$0.40$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$1.30$1.78$0.66$0.43$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$1.44$1.55$0.22$0.51$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$1.47$1.85$0.25$0.47$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

The organization provides housing to low income seniors.

The organization provides housing to low income seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$132,358$286,968$419,326
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Julian KellyPresident
Jeannette HaagDirector
Larry HaagSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Housing Assistance Foundation for
EIN
59-2577487
Phone
3522126933
Address
PO BOX 804, INVERNESS, FL 34451

Signing Officer

Name
Julian Kelly
Title
President
Phone
3522126933
Signed
2023-11-14

Organization Details

Principal Officer
Julian Kelly
Formed
1983
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Wardlow & Cash Pa
Address
450 PLEASANT GROVE RD, INVERNESS, FL 34452-5746
Preparer
Robert C Wardlow Iii
Phone
3527268130
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The organization improves and rents housing to low income elderly individuals.”

Raw XML Appendix210 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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IRS990/BooksInCareOfDetail/PersonNm0JULIAN KELLY
IRS990/BooksInCareOfDetail/PhoneNum03522126933
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02113 FOREST DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INVERNESS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd034451
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1LARRY HAAG
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0286968
IRS990/LandBldgEquipCostOrOtherBssAmt0419326
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION PROVIDES HOUSING TO LOW INCOME SENIORS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0132358
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0286968
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0419326
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0132358
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990/SchoolOperatingInd0false
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IRS990/USAddress/ZIPCd034451
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03522126933
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSING ASSISTANCE FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE ELDERLY
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0592577487
ReturnHeader/Filer/PhoneNum03522126933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 804
ReturnHeader/Filer/USAddress/CityNm0INVERNESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591638720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARDLOW & CASH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 PLEASANT GROVE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INVERNESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344525746
ReturnHeader/PreparerPersonGrp/PhoneNum03527268130
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C WARDLOW III
ReturnHeader/ReturnTs02023-11-15T15:10:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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