Civic Intelligence

Patrick Henry Apartments Inc.

990EZ • Fiscal year 2020 • EIN 61-1197663

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

PO Box 1927Louisville, KY 40201-1927

(502) 637-4361

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-48%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.4%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.8%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$240,958

Down $24,912 (-9.4%) from 2019

Net Assets

Down

$231,472

Down $25,256 (-9.8%) from 2019

Liabilities

Up

$9,486

Up $344 (+3.8%) from 2019

Revenue

Up

$53,123

Up $411 (+0.8%) from 2019

Expenses

Up

$78,379

Up $10,234 (+15%) from 2019

Net Income

Down

-$25,256

Down $9,823 (-64%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $331,202Liabilities 2012: $6,6282012Assets 2013: $335,446Liabilities 2013: $4,6522013Assets 2014: $334,131Liabilities 2014: $4,3172014Assets 2015: $335,453Liabilities 2015: $5,0172015Assets 2016: $310,900Liabilities 2016: $4,3152016Assets 2017: $295,179Liabilities 2017: $6,431Net Assets 2017: $288,7482017Assets 2018: $279,790Liabilities 2018: $7,629Net Assets 2018: $272,1612018Assets 2019: $265,870Liabilities 2019: $9,142Net Assets 2019: $256,7282019Assets 2020: $240,958Liabilities 2020: $9,486Net Assets 2020: $231,4722020Assets 2021: $233,296Liabilities 2021: $4,939Net Assets 2021: $228,3572021Assets 2022: $215,315Liabilities 2022: $19,422Net Assets 2022: $195,8932022Assets 2023: $203,251Liabilities 2023: $34,346Net Assets 2023: $168,9052023Assets 2024: $195,999Liabilities 2024: $38,173Net Assets 2024: $157,8262024Assets 2025: $189,751Liabilities 2025: $42,036Net Assets 2025: $147,7152025

Highlighted filing

2020

Assets$240,958
Liabilities$9,486
Net Assets$231,472

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $53,853Expenses 2012: $52,463Net Income 2012: $1,3902012Revenue 2013: $53,806Expenses 2013: $47,586Net Income 2013: $6,2202013Revenue 2014: $52,536Expenses 2014: $53,516Net Income 2014: -$9802014Revenue 2015: $51,218Expenses 2015: $50,596Net Income 2015: $6222015Revenue 2016: $49,866Expenses 2016: $73,717Net Income 2016: -$23,8512016Revenue 2017: $49,663Expenses 2017: $67,500Net Income 2017: -$17,8372017Revenue 2018: $49,165Expenses 2018: $65,752Net Income 2018: -$16,5872018Revenue 2019: $52,712Expenses 2019: $68,145Net Income 2019: -$15,4332019Revenue 2020: $53,123Expenses 2020: $78,379Net Income 2020: -$25,2562020Revenue 2021: $53,547Expenses 2021: $56,662Net Income 2021: -$3,1152021Revenue 2022: $50,963Expenses 2022: $83,427Net Income 2022: -$32,4642022Revenue 2023: $53,280Expenses 2023: $80,268Net Income 2023: -$26,9882023Revenue 2024: $56,135Expenses 2024: $67,214Net Income 2024: -$11,0792024Revenue 2025: $69,667Expenses 2025: $79,778Net Income 2025: -$10,1112025

Highlighted filing

2020

Revenue$53,123
Expenses$78,379
Net Income-$25,256
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$53,123
Mission and Program Overview

Mission

Provides affordable housing for eight men and women with mental illness

Program Services

DescriptionGrantsExpenses
PROVIDES AFFORDABLE HOUSING FOR EIGHT MEN AND WOMEN WITH MENTAL ILLNESS$0$58,469
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK TRAWICKDirector-$0--
GEORGE RAPPDirector-$0--
WILLIAM FREILDirector-$0--
ALAN MACDONALDDirector-$0--
KATHARINE DOBBINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick Henry Apartments Inc
EIN
61-1197663
Phone
5026374361
Address
PO BOX 1927, LOUISVILLE, KY 40201-1927

Signing Officer

Name
Katharine Dobbins
Title
CEO
Phone
5026374361
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jones Nale & Mattingly Plc
Address
401 WEST MAIN STREET SUITE 1100, LOUISVILLE, KY 40202
Preparer
Kathy K Chlon
Phone
5025830248
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 2.

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

Description: facility & staff fees. Amount: 5,522. Description: management fee. Amount: 11,591. Description: office expenses. Amount: 7,353. Total to form 990-ez, line 16: 24,466.

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

Description: accounts receivable. Beg. Of year amount: 27. End of year amount: 383. Description: prepaid expense. Beg. Of year amount: 115. End of year amount: 155.

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

Description: accounts payable. Beg. Of year amount: 3,965. End of year amount: 2,580. Description: other accrued liabilities. Beg. Of year amount: 3,810. End of year amount: 5,246. Description: security deposit escrow. Beg. Of year amount: 1,367. End of year amount: 1,660.

Raw XML Appendix185 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05025892272
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0231472
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0256728
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0231472
IRS990EZ/OccupancyRentUtltsAndMaintAmt053052
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK TRAWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE RAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM FREIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHARINE DOBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0142
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0538
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES AFFORDABLE HOUSING FOR EIGHT MEN AND WOMEN WITH MENTAL ILLNESS
IRS990EZ/PrintingPublicationsPostageAmt045
IRS990EZ/ProgramServiceRevenueAmt053121
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES AFFORDABLE HOUSING FOR EIGHT MEN AND WOMEN WITH MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058469
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09142
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09486
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt058469
IRS990EZ/TotalRevenueAmt053123
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
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IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FACILITY & STAFF FEES. AMOUNT: 5,522. DESCRIPTION: MANAGEMENT FEE. AMOUNT: 11,591. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 7,353. TOTAL TO FORM 990-EZ, LINE 16: 24,466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 27. END OF YEAR AMOUNT: 383. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 115. END OF YEAR AMOUNT: 155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,965. END OF YEAR AMOUNT: 2,580. DESCRIPTION: OTHER ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 3,810. END OF YEAR AMOUNT: 5,246. DESCRIPTION: SECURITY DEPOSIT ESCROW. BEG. OF YEAR AMOUNT: 1,367. END OF YEAR AMOUNT: 1,660.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHARINE DOBBINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05026374361
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK HENRY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0611197663
ReturnHeader/Filer/PhoneNum05026374361
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1927
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402011927
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFB197F53218B2CC4B74DB3D8E929F0A20E202F4
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.70.187.66
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:14:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610420207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES NALE & MATTINGLY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 WEST MAIN STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025830248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY K CHLON
ReturnHeader/ReturnTs02020-11-12T07:39:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.42$1.48$0.70$0.80$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.38$1.58$0.56$0.67$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.34$1.69$0.53$0.80$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.19$1.96$0.51$0.83$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.05$2.28$0.54$0.57$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.09$2.31$0.53$0.78$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.09$2.57$0.53$0.68$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.08$2.72$0.49$0.66$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.06$2.89$0.50$0.68$0.18
2016Summary only. Only limited summary data is available for this year.$3.11$0.04$0.50$0.74$0.24
2015Summary only. Only limited summary data is available for this year.$3.35$0.05$0.51$0.51$0.01
2014Summary only. Only limited summary data is available for this year.$3.34$0.04$0.53$0.54$0.01
2013Summary only. Only limited summary data is available for this year.$3.35$0.05$0.54$0.48$0.06
2012Summary only. Only limited summary data is available for this year.$3.31$0.07$0.54$0.52$0.01