Civic Intelligence

Phyllis Wheatley Homes Inc.

EIN 62-0952455 • 501(c)3 • Nashville, TN

Pub. 78 Eligible

Profile

Phyllis Wheatley Homes, Inc. ("Project"), is an 81 unit Apartment complex that provides affordable independent living in an energy efficient, quiet, safe and clean environment.

521 Vanderhorst DriveNashville, TN 37207

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.50x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.20x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-39%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$289,699

Up $33,825 (+13%) from 2023

Liabilities

Down

$102,709

Down $26,343 (-20%) from 2023

Net Assets

Up

$186,990

Up $60,168 (+47%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin21st percentile

Revenue

Up

$709,831

Up $67,983 (+11%) from 2023

Expenses

Down

$649,663

Down $76,506 (-11%) from 2023

Net Income

Up

$60,168

Up $144,489 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$600K$400K$200K$0Assets 2010: $330,420Liabilities 2010: $99,633Net Assets 2010: $230,7872010Assets 2011: $355,994Liabilities 2011: $102,554Net Assets 2011: $253,4402011Assets 2012: $339,657Liabilities 2012: $70,793Net Assets 2012: $268,8642012Assets 2013: $349,556Liabilities 2013: $104,583Net Assets 2013: $244,9732013Assets 2014: $301,718Liabilities 2014: $73,090Net Assets 2014: $228,6282014Assets 2015: $301,882Liabilities 2015: $77,288Net Assets 2015: $224,5942015Assets 2016: $267,656Liabilities 2016: $42,215Net Assets 2016: $225,4412016Assets 2017: $235,118Liabilities 2017: $25,209Net Assets 2017: $209,9092017Assets 2018: $229,553Liabilities 2018: $30,212Net Assets 2018: $199,3412018Assets 2019: $208,048Liabilities 2019: $43,409Net Assets 2019: $164,6392019Assets 2020: $225,618Liabilities 2020: $65,364Net Assets 2020: $160,2542020Assets 2021: $226,198Liabilities 2021: $78,059Net Assets 2021: $148,1392021Assets 2022: $422,612Liabilities 2022: $96,420Net Assets 2022: $326,1922022Assets 2023: $255,874Liabilities 2023: $129,052Net Assets 2023: $126,8222023Assets 2024: $289,699Liabilities 2024: $102,709Net Assets 2024: $186,9902024

Highlighted filing

2024

Assets$289,699
Liabilities$102,709
Net Assets$186,990
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $496,1422010Revenue 2011: $527,932Expenses 2011: $505,279Net Income 2011: $22,6532011Expenses 2012: $529,7872012Revenue 2013: $508,656Expenses 2013: $532,547Net Income 2013: -$23,8912013Revenue 2014: $602,292Expenses 2014: $645,570Net Income 2014: -$43,2782014Revenue 2015: $601,380Expenses 2015: $605,414Net Income 2015: -$4,0342015Revenue 2016: $582,349Expenses 2016: $604,084Net Income 2016: -$21,7352016Revenue 2017: $581,624Expenses 2017: $573,357Net Income 2017: $8,2672017Revenue 2018: $598,329Expenses 2018: $609,804Net Income 2018: -$11,4752018Revenue 2019: $612,765Expenses 2019: $647,467Net Income 2019: -$34,7022019Revenue 2020: $615,901Expenses 2020: $620,286Net Income 2020: -$4,3852020Revenue 2021: $611,359Expenses 2021: $623,474Net Income 2021: -$12,1152021Revenue 2022: $819,713Expenses 2022: $641,660Net Income 2022: $178,0532022Revenue 2023: $641,848Expenses 2023: $726,169Net Income 2023: -$84,3212023Revenue 2024: $709,831Expenses 2024: $649,663Net Income 2024: $60,1682024

Highlighted filing

2024

Revenue$709,831
Expenses$649,663
Net Income$60,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,699
Liabilities
$102,709
Net assets
$186,990
Revenue
$709,831
Expenses
$649,663
Net income
$60,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$1.03$1.87$7.10$6.50$0.60
2023Detailed filing. Detailed filing data is available for this year.$2.56$1.29$1.27$6.42$7.26$0.84
2022Detailed filing. Detailed filing data is available for this year.$4.23$0.96$3.26$8.20$6.42$1.78
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.78$1.48$6.11$6.23$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.65$1.60$6.16$6.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.43$1.65$6.13$6.47$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.30$0.30$1.99$5.98$6.10$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.25$2.10$5.82$5.73$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.42$2.25$5.82$6.04$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.77$2.25$6.01$6.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.73$2.29$6.02$6.46$0.43
2013Detailed filing. Detailed filing data is available for this year.$3.50$1.05$2.45$5.09$5.33$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.71$2.69$5.30
2011Summary only. Only limited summary data is available for this year.$3.56$1.03$2.53$5.28$5.05$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$1.00$2.31$4.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$709,831
Mission and Program Overview

Mission

Phyllis Wheatley Homes, Inc. ("Project"), is an 81 unit Apartment complex that provides affordable independent living in an energy efficient, quiet, safe and clean environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$57,708$53,215▼ $4,493
Cash and Non-Interest-Bearing Accounts$52,717$47,105▼ $5,612
Accounts Receivable$16,552$27,910▲ $11,358
Prepaid Expenses and Deferred Charges$14,431$14,431→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$255,874$289,699▲ $33,825
Other Assets Total$114,466$147,038▲ $32,572
Liabilities
Accounts Payable and Accrued Expenses$88,683$78,144▼ $10,539
Other Liabilities$40,369$24,565▼ $15,804
Total Liabilities$129,052$102,709▼ $26,343
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$126,822$186,990▲ $60,168
Total Net Assets Fund Balance$126,822$186,990▲ $60,168
Total Liabilities and Net Assets / Fund Balance$255,874$289,699▲ $33,825

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,215$835,834$841,049
Other Land Buildings-$260,600$260,600
Land$48,000-$48,000
Other Assets Org$23,911--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Loretta HowellChairman
Cheryl SeayDirector
Theodore Lewis JrDirector
Mary WallerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$709,821
Investment Income
$10
Other Revenue
$0
Change in Net Assets
$60,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$535,028
Salaries, Compensation, and Employee Benefits$114,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$254,303--$254,303
Other Salaries and Wages$114,635--$114,635
Insurance$53,237--$53,237
Office Expenses-$31,532-$31,532
Fees for Services Accounting-$29,150-$29,150
Depreciation Depletion$4,493--$4,493
Conferences and Meetings-$985-$985
Other Expenses$170--$170
Interest$164--$164
Total Functional Expenses$587,996$61,667$0$649,663
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits Held in Trust -$24,565
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is given to the chairman of the board of trustees for review before it is submitted. A copy of the 990 is kept on file in the management agent office and is available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents and policies pertaining to financial statements are disclosed in the footnotes of the financial statements.”

Filing and Contact Details

Filer

Filer Name
Phyllis Wheatley Homes Inc
EIN
62-0952455
Phone
6152265544
Address
521 Vanderhorst Drive, Nashville, TN 37207

Signing Officer

Name
Loretta Howell
Title
Chairperson
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loretta Howell
Formed
1963
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Hoskins & Company PC
Address
1900 Church Street Suite 200, Nashville, TN 37203
Preparer
Harvey E Hoskinscpa
Phone
6153217333
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the 990 is given to the chairman of the board of trustees for review before it is submitted. A copy of the 990 is kept on file in the management agent office and is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents and policies pertaining to financial statements are disclosed in the footnotes of the financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt01720 VILLA Place
IRS990/USAddress/CityNm0NASHVILLE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORETTA HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS WHEATLEY HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0620952455
ReturnHeader/Filer/PhoneNum06152265544
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 Vanderhorst Drive
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621519135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hoskins & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 Church Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037203
ReturnHeader/PreparerPersonGrp/PhoneNum06153217333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY E HOSKINSCPA
ReturnHeader/ReturnTs02025-05-15T12:59:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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