Civic Intelligence

Blessed Trinity Housing Inc

990 • Fiscal year 2017 • EIN 59-3617977

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

5701 16th Street SouthSt Petersburg, FL 33705

(727) 865-7590

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.10x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-0.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,452,212

Down $119,558 (-3.3%) from 2016

Net Assets

Down

$3,403,622

Down $82,578 (-2.4%) from 2016

Liabilities

Down

$48,590

Down $36,980 (-43%) from 2016

Revenue

Down

$484,921

Down $4,149 (-0.8%) from 2016

Expenses

Up

$567,499

Up $18,983 (+3.5%) from 2016

Net Income

Down

-$82,578

Down $23,132 (-39%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,956,302Liabilities 2012: $37,885Net Assets 2012: $3,918,4172012Assets 2013: $3,823,177Liabilities 2013: $38,701Net Assets 2013: $3,784,4762013Assets 2014: $3,681,999Liabilities 2014: $41,224Net Assets 2014: $3,640,7752014Assets 2016: $3,571,770Liabilities 2016: $85,570Net Assets 2016: $3,486,2002016Assets 2017: $3,452,212Liabilities 2017: $48,590Net Assets 2017: $3,403,6222017Assets 2018: $3,341,698Liabilities 2018: $56,249Net Assets 2018: $3,285,4492018Assets 2019: $3,186,318Liabilities 2019: $71,172Net Assets 2019: $3,115,1462019Assets 2020: $3,060,379Liabilities 2020: $60,514Net Assets 2020: $2,999,8652020Assets 2022: $2,911,647Liabilities 2022: $52,232Net Assets 2022: $2,859,4152022Assets 2023: $2,867,489Liabilities 2023: $74,721Net Assets 2023: $2,792,7682023Assets 2025: $2,855,536Liabilities 2025: $160,128Net Assets 2025: $2,695,4082025

Highlighted filing

2017

Assets$3,452,212
Liabilities$48,590
Net Assets$3,403,622

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $516,1502012Expenses 2013: $584,4922013Revenue 2014: $461,771Expenses 2014: $605,472Net Income 2014: -$143,7012014Revenue 2016: $489,070Expenses 2016: $548,516Net Income 2016: -$59,4462016Revenue 2017: $484,921Expenses 2017: $567,499Net Income 2017: -$82,5782017Revenue 2018: $489,672Expenses 2018: $607,845Net Income 2018: -$118,1732018Revenue 2019: $498,258Expenses 2019: $668,561Net Income 2019: -$170,3032019Revenue 2020: $537,549Expenses 2020: $652,830Net Income 2020: -$115,2812020Revenue 2022: $653,708Expenses 2022: $724,107Net Income 2022: -$70,3992022Revenue 2023: $638,228Expenses 2023: $704,875Net Income 2023: -$66,6472023Revenue 2025: $801,936Expenses 2025: $823,076Net Income 2025: -$21,1402025

Highlighted filing

2017

Revenue$484,921
Expenses$567,499
Net Income-$82,578
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$484,921
Mission and Program Overview

Mission

We are a hud subsidized and regulated apartment complex. Our mission is to provide affordable housing and other services to qualified low-income elderly persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,234,856$3,160,870▼ $73,986
Savings and Temporary Cash Investments$287,353$241,083▼ $46,270
Cash and Non-Interest-Bearing Accounts$26,071$29,192▲ $3,121
Prepaid Expenses and Deferred Charges$17,608$18,553▲ $945
Accounts Receivable$4,882$1,514▼ $3,368
Total Assets$3,571,770$3,452,212▼ $119,558
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,868$27,318▲ $450
Other Liabilities$56,898$20,489▼ $36,409
Deferred Revenue$1,804$783▼ $1,021
Total Liabilities$85,570$48,590▼ $36,980
Net Assets / Fund Balance
Unrestricted Net Assets$3,486,200$3,403,622▼ $82,578
Total Net Assets Fund Balance$3,486,200$3,403,622▼ $82,578
Total Liabilities and Net Assets / Fund Balance$3,571,770$3,452,212▼ $119,558

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,683,257$1,727,250$4,410,507
Land$416,454-$416,454
Equipment$61,159$30,000$91,159
Other Assets Org$1,000--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$279,844
Program Service Revenue
$205,001
Investment Income
$76
Other Revenue
$0
Change in Net Assets
$-82,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$484,921
Total Revenue per Audited Statements
$484,921
Total Revenue per Form 990
$484,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$417,700
Salaries, Compensation, and Employee Benefits$149,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$117,786$0$0$117,786
Other Salaries and Wages$112,595$0$0$112,595
Insurance$69,748$0$0$69,748
Fees for Services Management$0$46,060$0$46,060
Other Employee Benefits$24,211$0$0$24,211
Office Expenses$20,032$0$0$20,032
Payroll Taxes$8,234$0$0$8,234
All Other Expenses$0$7,400$0$7,400
Fees for Services Accounting$0$6,728$0$6,728
Pension Plan Contributions$4,759$0$0$4,759
Fees for Services Legal$0$2,580$0$2,580
Conferences and Meetings$1,056$0$0$1,056
Other Expenses$220$0$0$220
Total Functional Expenses$504,731$62,768$0$567,499

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$567,499
Total Expenses per Audited Statements$567,499
Total Expenses per Form 990$567,499
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$20,489
Directed to Be Returned to Hud-
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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
Filing and Contact Details

Filer

Filer Name
Blessed Trinity Housing Inc
EIN
59-3617977
Phone
7278657590
Address
5701 16TH STREET SOUTH, ST PETERSBURG, FL 33705

Signing Officer

Name
James J Wayne
Title
Treasurer
Phone
7278657590
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Wayne
Formed
2001
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
0

Preparer

Firm
Roxanne L Pauley CPA
Address
4159 Camelia Dr, Spring Hill, FL 34607
Preparer
Roxanne L Pauley
Phone
3525150617
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 is reviewed by the board Treasurer before it is filed.

Pt VI, Line 12C

The board of directors anually polls each voting member for compliance with its conflict of inerest policy.

Pt VI, Line 15B

No officer or director received any compensation from this organization durng the fiscal year.

Pt VI, Line 3

This HUD subsidized apartment complex is managed by Catholic Charities Community Development Corporation, 1213 16th St. N., St. Petersburg, FL 33705.

Pt VI, Line 19

This organization has its governing documents, conflict of interest policy, and financial statements available for public inspection at the management agent above.

Pt VI, Line 15A

This organization does not have a CEO or Executive Director. No individual management official received any compensation from this organization during the fiscal year.

Form 990, Part IX, Line 24E

Audit fee 7400. 0. 7400. 0.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0295262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0269421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0262753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01391425
IRS990ScheduleA/TotalSupportAmt01393496
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IRS990ScheduleD/BuildingsGrp/BookValueAmt02683257
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01727250
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04410507
IRS990ScheduleD/EquipmentGrp/BookValueAmt061159
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091159
IRS990ScheduleD/ExpensesSubtotalAmt0567499
IRS990ScheduleD/LandGrp/BookValueAmt0416454
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0416454
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UTILITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020489
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DIRECTED TO BE RETURNED TO HUD
IRS990ScheduleD/RevenueSubtotalAmt0484921
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03160870
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01000
IRS990ScheduleD/TotalExpensesPerForm990Amt0567499
IRS990ScheduleD/TotalLiabilityAmt020489
IRS990ScheduleD/TotalRevenuePerForm990Amt0484921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0484921
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0567499
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the board Treasurer before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors anually polls each voting member for compliance with its conflict of inerest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No officer or director received any compensation from this organization durng the fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This HUD subsidized apartment complex is managed by Catholic Charities Community Development Corporation, 1213 16th St. N., St. Petersburg, FL 33705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4This organization has its governing documents, conflict of interest policy, and financial statements available for public inspection at the management agent above.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5This organization does not have a CEO or Executive Director. No individual management official received any compensation from this organization during the fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AUDIT FEE 7400. 0. 7400. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Catholic Diocese of St Petersburg FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Blessed Trinity Catholic Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Catholic Charities Community Development Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591213195
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1591856499
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2592999635
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06363 9th Ave N
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11600 54th Ave S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21213 16th St N
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033710
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd233705
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt052788
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt129871
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0accrual
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1accrual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Catholic Charities Community Development Corporation
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Catholic Charities and Diocese of St Petersburg
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0m
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03571770
IRS990/TotalAssetsEOYAmt03452212
IRS990/TotalAssetsGrp/BOYAmt03571770
IRS990/TotalAssetsGrp/EOYAmt03452212
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0279844
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

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