Civic Intelligence

Housing Assistance Foundation for the Elderly

990EZ • Fiscal year 2013 • EIN 59-2577487

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
PO Box 804Inverness, FL 34451-0804

(352) 212-6933

Siviq Scores

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

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.67x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

72nd percentile

15%

Higher net margin than 72% 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

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$263,901

Down $43,534 (-14%) from 2012

Net Assets

Up

$185,107

Up $7,313 (+4.1%) from 2012

Liabilities

Down

$78,794

Down $50,847 (-39%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin72nd percentile

Revenue

Down

$47,223

Down $18,516 (-28%) from 2012

Expenses

Down

$39,910

Down $3,477 (-8.0%) from 2012

Net Income

Down

$7,313

Down $15,039 (-67%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2013

Assets$263,901
Liabilities$78,794
Net Assets$185,107
Open 2013 Filing

Operations Trend

Revenue Growth17th percentile

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

2013

Revenue$47,223
Expenses$39,910
Net Income$7,313
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$79,826
Mission and Program Overview

Mission

The organization provides housing to low income seniors.

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

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IMPROVES AND RENTS HOUSING TO LOW INCOME ELDERLY INDIVIDUALS$0$39,910
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN KELLYPresident-$0--
DANIEL SAWYERSecretary/Treasurer-$0--
JEANETTE HAAGDirector-$0--
Filing and Contact Details

Filer

EIN
59-2577487
Phone
3522126933

Signing Officer

Name
Julian Kelly
Title
President
Phone
3522126933
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Robert C Wardlow Iii
Phone
3527268130
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: facilities and equipment. Amount: 169. Description: travel. Amount: 131. Description: insurance. Amount: 4,258. Description: legal and professional fees. Amount: 1,740. Description: miscellaneous. Amount: 66. Description: interest expense. Amount: 6,757. Description: supplies and postage. Amount: 196. Description: depreciation and amortization. Amount: 15,247. Description: business registration fees. Amount: 61. Description: late fees. Amount: 144. Total to form 990-ez, line 16: 28,769.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: utility deposits. Beg. Of year amount: 842. End of year amount: 586. Description: mortgage receivable. Beg. Of year amount: 64,592. End of year amount: 61,303. Description: accounts receivable. Beg. Of year amount: 100. End of year amount: 782. Description: other depreciable assets. Beg. Of year amount: 3,351. End of year amount: 2,520.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: mortgage payable. Beg. Of year amount: 129,641. End of year amount: 78,794.”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JULIAN KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum03527261931
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 804
IRS990EZ/BooksInCareOfDetail/USAddress/City0INVERNESS
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0344510804
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238550
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198710
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt032603
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07313
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0307435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0263901
IRS990EZ/GainOrLossFromSaleOfAssetsAmt027397
IRS990EZ/GrossReceiptsAmt079826
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0185107
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0185107
IRS990EZ/OccupancyRentUtltsAndMaintAmt011141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANETTE HAAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt068885
IRS990EZ/OtherAssetsTotalDetail/EOYAmt065191
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028769
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IMPROVES AND RENTS HOUSING TO LOW INCOME ELDERLY INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt019826
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IMPROVES AND RENTS HOUSING TO LOW INCOME ELDERLY INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039910
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt060000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0129641
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt078794
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039910
IRS990EZ/TotalProgramServiceExpensesAmt039910
IRS990EZ/TotalRevenueAmt047223
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04645
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04645
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0918
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04645
IRS990ScheduleA/TotalSupportAmt04645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FACILITIES AND EQUIPMENT. AMOUNT: 169. DESCRIPTION: TRAVEL. AMOUNT: 131. DESCRIPTION: INSURANCE. AMOUNT: 4,258. DESCRIPTION: LEGAL AND PROFESSIONAL FEES. AMOUNT: 1,740. DESCRIPTION: MISCELLANEOUS. AMOUNT: 66. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 6,757. DESCRIPTION: SUPPLIES AND POSTAGE. AMOUNT: 196. DESCRIPTION: DEPRECIATION AND AMORTIZATION. AMOUNT: 15,247. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 61. DESCRIPTION: LATE FEES. AMOUNT: 144. TOTAL TO FORM 990-EZ, LINE 16: 28,769.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UTILITY DEPOSITS. BEG. OF YEAR AMOUNT: 842. END OF YEAR AMOUNT: 586. DESCRIPTION: MORTGAGE RECEIVABLE. BEG. OF YEAR AMOUNT: 64,592. END OF YEAR AMOUNT: 61,303. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 100. END OF YEAR AMOUNT: 782. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,351. END OF YEAR AMOUNT: 2,520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 129,641. END OF YEAR AMOUNT: 78,794.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03522126933
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10HOUSING ASSISTANCE FOUNDATION FOR THE
ReturnHeader/Filer/BusinessName/BusinessNameLine20ELDERLY INC
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0592577487
ReturnHeader/Filer/PhoneNum03522126933
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 804
ReturnHeader/Filer/USAddress/City0INVERNESS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0344510804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591638720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAMS MCCRANIE WARDLOW & CASH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10450 PLEASANT GROVE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INVERNESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034452
ReturnHeader/PreparerPersonGrp/PhoneNum03527268130
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C WARDLOW III
ReturnHeader/ReturnTs02014-11-17T13:10:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,901
Liabilities
$78,794
Net assets
$185,107
Revenue
$47,223
Expenses
$39,910
Net income
$7,313
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits