Civic Intelligence

United Housing Inc.

990 • Fiscal year 2019 • EIN 62-1597364

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

Organization ProfileWWW.UHINC.ORG

View Organization Page

2750 Colony Park DriveMemphis, TN 38118

(901) 272-1122

Siviq Scores

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

Liabilities / Assets

65th percentile

0.38x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

2.15x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

60th percentile

6.5%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$63,962

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-5.1%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$11,743,998

Up $1,884,706 (+19%) from 2018

Net Assets

Up

$7,319,959

Up $133,276 (+1.9%) from 2018

Liabilities

Up

$4,424,039

Up $1,751,430 (+66%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin60th percentile

Revenue

Down

$2,054,821

Down $111,495 (-5.1%) from 2018

Expenses

Down

$1,921,545

Down $331,962 (-15%) from 2018

Net Income

Up

$133,276

Up $220,467 (+253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,521,369Liabilities 2010: $4,492,487Net Assets 2010: $3,028,8822010Assets 2011: $8,940,483Liabilities 2011: $5,533,758Net Assets 2011: $3,406,7252011Assets 2012: $6,855,988Liabilities 2012: $3,539,130Net Assets 2012: $3,316,8582012Assets 2013: $9,726,760Liabilities 2013: $2,927,956Net Assets 2013: $6,798,8042013Assets 2014: $6,749,356Liabilities 2014: $1,242,966Net Assets 2014: $5,506,3902014Assets 2015: $7,968,906Liabilities 2015: $1,904,083Net Assets 2015: $6,064,8232015Assets 2016: $10,973,465Liabilities 2016: $3,250,394Net Assets 2016: $7,723,0712016Assets 2017: $10,151,575Liabilities 2017: $2,877,701Net Assets 2017: $7,273,8742017Assets 2018: $9,859,292Liabilities 2018: $2,672,609Net Assets 2018: $7,186,6832018Assets 2019: $11,743,998Liabilities 2019: $4,424,039Net Assets 2019: $7,319,9592019Assets 2020: $12,135,553Liabilities 2020: $3,843,823Net Assets 2020: $8,291,7302020Assets 2021: $14,562,633Liabilities 2021: $4,560,468Net Assets 2021: $10,002,1652021Assets 2022: $16,331,371Liabilities 2022: $6,666,645Net Assets 2022: $9,664,7262022Assets 2023: $15,348,471Liabilities 2023: $4,319,973Net Assets 2023: $11,028,4982023Assets 2024: $13,640,914Liabilities 2024: $2,995,481Net Assets 2024: $10,645,4332024Assets 2025: $16,410,555Liabilities 2025: $4,918,523Net Assets 2025: $11,492,0322025

Highlighted filing

2019

Assets$11,743,998
Liabilities$4,424,039
Net Assets$7,319,959
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,677,8072010Revenue 2011: $5,012,041Expenses 2011: $4,634,198Net Income 2011: $377,8432011Revenue 2012: $4,486,068Expenses 2012: $4,575,935Net Income 2012: -$89,8672012Expenses 2013: $6,903,3062013Revenue 2014: $4,739,628Expenses 2014: $6,032,041Net Income 2014: -$1,292,4132014Revenue 2015: $3,522,576Expenses 2015: $2,964,143Net Income 2015: $558,4332015Revenue 2016: $3,546,244Expenses 2016: $1,882,136Net Income 2016: $1,664,1082016Revenue 2017: $2,110,157Expenses 2017: $2,326,857Net Income 2017: -$216,7002017Revenue 2018: $2,166,316Expenses 2018: $2,253,507Net Income 2018: -$87,1912018Revenue 2019: $2,054,821Expenses 2019: $1,921,545Net Income 2019: $133,2762019Revenue 2020: $7,373,628Expenses 2020: $6,401,857Net Income 2020: $971,7712020Revenue 2021: $4,947,382Expenses 2021: $3,236,947Net Income 2021: $1,710,4352021Revenue 2022: $3,821,047Expenses 2022: $4,158,486Net Income 2022: -$337,4392022Revenue 2023: $8,634,919Expenses 2023: $7,271,147Net Income 2023: $1,363,7722023Revenue 2024: $4,080,978Expenses 2024: $4,464,043Net Income 2024: -$383,0652024Revenue 2025: $3,543,015Expenses 2025: $2,696,416Net Income 2025: $846,5992025

Highlighted filing

2019

Revenue$2,054,821
Expenses$1,921,545
Net Income$133,276
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$2,200,659
Mission and Program Overview

Mission

To support sustainable homeownership throughout west tennessee by providing homebuyer education, foreclosure prevention counseling, affordable lending products, construction services, leasing, and to offer affordable residential leasing to individuals or families.

Our mission is to provide quality housing opportunities to mid-south residents through financial education, mortgage lending, home building and renovation, and creative partnerships with public, private, and nonprofit entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,973,262$6,594,467▲ $1,621,205
Land, Buildings, and Equipment, Net$2,892,870$2,795,162▼ $97,708
Inventories for Sale or Use$1,176,307$1,204,367▲ $28,060
Other Notes and Loans Receivable, Net$577,443$824,429▲ $246,986
Pledges and Grants Receivable$215,440$281,325▲ $65,885
Accounts Receivable$9,038$34,107▲ $25,069
Prepaid Expenses and Deferred Charges$14,432$9,641▼ $4,791
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$9,859,292$11,743,998▲ $1,884,706
Liabilities
Unsecured Notes Loans Payable$1,495,920$2,441,757▲ $945,837
Escrow Account Liability$1,033,038$1,404,001▲ $370,963
Other Liabilities$66,588$359,611▲ $293,023
Accounts Payable and Accrued Expenses$77,063$218,670▲ $141,607
Total Liabilities$2,672,609$4,424,039▲ $1,751,430
Net Assets / Fund Balance
Unrestricted Net Assets$4,999,131$5,191,622▲ $192,491
Temporarily Rstr Net Assets$1,041,791$1,162,576▲ $120,785
Permanently Rstr Net Assets$1,145,761$965,761▼ $180,000
Total Net Assets Fund Balance$7,186,683$7,319,959▲ $133,276
Total Liabilities and Net Assets / Fund Balance$9,859,292$11,743,998▲ $1,884,706

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,305,356$340,772$2,646,128
Land$476,800-$476,800
Equipment$5,467$98,427$103,894
Leasehold Improvements$7,539$31,536$39,075
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy SchaftleinExecutive DirectorFT$63,962$63,962
Anne MeadorsDirectorFT$55,147$55,147

Board Members and Trustees

NameTitle
Kate HaywoodBoard Chair
Andres ZuluagaDirector
Emily TrenholmDirector
Geoff LewisDirector
Gilda WilliamsDirector
John GemmillDirector
Keith TurbettDirector
Laura HarrisDirector
Louisa SheperdDirector
Marcia LewisDirector
Venita DoggettDirector
Willie JonesDirector
Holly SwoggerSecretary
Carol McconkeyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Anderson ContractingRehab Of Homes4786 HANCOCK DR, Memphis, TN 38116$132,620
Network ConstructionRehab Of Homes855 CANDACE DRIVE, Memphis, TN 38116$105,451
Revenue and Support

Revenue Composition

Contributions and Grants
$1,511,296
Program Service Revenue
$523,209
Investment Income
$52,786
Other Revenue
$-32,470
All Other Contributions
$1,443,312
Change in Net Assets
$133,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,054,821
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$145,838
Total Revenue per Audited Statements
$2,200,659
Total Revenue per Form 990
$2,054,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,336,738
Salaries, Compensation, and Employee Benefits$584,807
Total Fundraising Expense$185,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$162,185$46,345$38,989$247,519
Other Salaries and Wages$128,270$36,654$30,837$195,761
Fees for Services Other$49,852$76,627$46,422$172,901
Other Employee Benefits$51,505$19,229$6,394$77,128
Office Expenses$55,670$6,945$5,420$68,035
Insurance$38,941$8,600$6,573$54,114
Payroll Taxes$25,905$6,610$6,080$38,595
Advertising$9,841$3,759$24,136$37,736
Occupancy$19,552$9,596$7,334$36,482
Interest$27,405$530-$27,935
Pension Plan Contributions$13,771$6,678$5,355$25,804
Other Expenses$860,672$20,605$410$21,015
Travel$7,266$8,466$4,124$19,856
Information Technology$9,093$8,842$540$18,475
Depreciation Depletion$6,859$2,600$1,568$11,027
Conferences and Meetings$4,502$1,138$870$6,510
Fees for Services Legal$1,980--$1,980
Total Functional Expenses$1,473,269$263,224$185,052$1,921,545

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,067,383
Expenses per Audited Statements$1,921,545
Total Expenses per Form 990$1,921,545
Expenses Not Reported on Form 990$145,838
Expenses Not Reported on Financial Statements$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kate HaywoodBoard MemberArchitect FeesNo$7,200
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Down Payment Assistance$300,000
Due to Home Improvement Fund$59,611
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
Yes
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
No

Governance Explanations

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

“The board of directors is given an opportunity to review the return before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed annually.”

Form 990, Part VI, Section B, Line 15

“Human resource committee reviews compensation of the executive director. Executive director reviews compensation of all other officers and key employees. Documentation is maintained in each respective employee's file.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
United Housing Inc
EIN
62-1597364
Phone
9012721122
Address
2750 COLONY PARK DRIVE, MEMPHIS, TN 38118

Signing Officer

Name
Amy Schaftlein
Title
Executive Director
Phone
9012721122
Signed
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Schaftlein
Formed
1994
Legal Domicile
Tn
Voting Board Members
14
Independent Board Members
14
Employees
16
Volunteers
15

Preparer

Firm
Frazee Ivy Davis Plc
Address
5100 POPLAR AVE STE 1400, MEMPHIS, TN 38137-1499
Preparer
J Slater Smithers CPA
Phone
9016851040
Supplemental Narrative

Additional Explanations

Form 990, Part XIII, Line 2C

“NO CHANGE.”

Financial Statement Notes

PART IV, LINE 2B:

“United housing has agreements with local lenders to create a home improvement fund with the purpose of allowing banks to provide financing for affordable home improvement loans primarily to low and moderate-income families. As the administrator, united housing is responsible for originating, collecting, and documenting all loans on behalf of the fund.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses 145,838.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses 145,838.”

Raw XML AppendixShowing 400 of 650 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.

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IRS990/ActivityOrMissionDesc0OUR MISSION IS TO PROVIDE QUALITY HOUSING OPPORTUNITIES TO MID-SOUTH RESIDENTS THROUGH FINANCIAL EDUCATION, MORTGAGE LENDING, HOME BUILDING AND RENOVATION, AND CREATIVE PARTNERSHIPS WITH PUBLIC, PRIVATE, AND NONPROFIT ENTITIES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1455147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1563962
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt067984
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02200659
IRS990/GrossRentsGrp/RealAmt0113368
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0540
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08842
IRS990/InformationTechnologyGrp/ProgramServicesAmt09093
IRS990/InformationTechnologyGrp/TotalAmt018475
IRS990/InsuranceGrp/FundraisingAmt06573
IRS990/InsuranceGrp/ManagementAndGeneralAmt08600
IRS990/InsuranceGrp/ProgramServicesAmt038941
IRS990/InsuranceGrp/TotalAmt054114
IRS990/InterestGrp/ManagementAndGeneralAmt0530
IRS990/InterestGrp/ProgramServicesAmt027405
IRS990/InterestGrp/TotalAmt027935
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01176307
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01204367
IRS990/InvestmentIncomeGrp/ExclusionAmt052786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052786
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0470735
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02892870
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02795162
IRS990/LandBldgEquipCostOrOtherBssAmt03265897
IRS990/LegalDomicileStateCd0TN
IRS990/LessRentalExpensesGrp/RealAmt0145838
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT SUSTAINABLE HOMEOWNERSHIP THROUGHOUT WEST TENNESSEE BY PROVIDING HOMEBUYER EDUCATION, FORECLOSURE PREVENTION COUNSELING, AFFORDABLE LENDING PRODUCTS, CONSTRUCTION SERVICES, AND LEASING. AND TO OFFER AFFORDABLE RESIDENTIAL LEASING TO INDIVIDUALS OR FAMILIES, AND OTHERS WHO ARE UNABLE TO OBTAIN AFFORDABLE RENTAL OPTIONS IN WEST TENNESSEE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07186683
IRS990/NetAssetsOrFundBalancesEOYAmt07319959
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-32470
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-32470
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07334
IRS990/OccupancyGrp/ManagementAndGeneralAmt09596
IRS990/OccupancyGrp/ProgramServicesAmt019552
IRS990/OccupancyGrp/TotalAmt036482
IRS990/OfficeExpensesGrp/FundraisingAmt05420
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06945
IRS990/OfficeExpensesGrp/ProgramServicesAmt055670
IRS990/OfficeExpensesGrp/TotalAmt068035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06394
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019229
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051505
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077128
IRS990/OtherExpensesGrp/Desc0PROJECT EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0410
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020605
IRS990/OtherExpensesGrp/ProgramServicesAmt0860672
IRS990/OtherExpensesGrp/TotalAmt0860672
IRS990/OtherExpensesGrp/TotalAmt121015
IRS990/OtherLiabilitiesGrp/BOYAmt066588
IRS990/OtherLiabilitiesGrp/EOYAmt0359611
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030837
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128270
IRS990/OtherSalariesAndWagesGrp/TotalAmt0195761
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0577443
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0824429
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06080
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06610
IRS990/PayrollTaxesGrp/ProgramServicesAmt025905
IRS990/PayrollTaxesGrp/TotalAmt038595
IRS990/PensionPlanContributionsGrp/FundraisingAmt05355
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06678
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013771
IRS990/PensionPlanContributionsGrp/TotalAmt025804
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01145761
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0965761
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0215440
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0281325
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014432
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09641
IRS990/PrincipalOfficerNm0AMY SCHAFTLEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0SALES PROCEEDS REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1HOMEBUYER ED CLASS REV
IRS990/ProgramServiceRevenueGrp/Desc2LOAN ORIGINATION AND S
IRS990/ProgramServiceRevenueGrp/Desc3INVESTMENT PROPERTY IN
IRS990/ProgramServiceRevenueGrp/Desc4OTHER MISC REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0253600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1147663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257759
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt352705
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt411482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0253600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1147663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt352705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt411482
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01159188
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035139
IRS990/PYOtherExpensesAmt01786271
IRS990/PYOtherRevenueAmt0-112874
IRS990/PYProgramServiceRevenueAmt01084863
IRS990/PYRevenuesLessExpensesAmt0-87191
IRS990/PYSalariesCompEmpBnftPaidAmt0467236
IRS990/PYTotalExpensesAmt02253507
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02166316
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0133276
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-32470
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0490739
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04973262
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06594467
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01511296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01159188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01426996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03064088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02364763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09526331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-89312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010133
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0-10553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0511727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01060243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0791321

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,743,998
Liabilities
$4,424,039
Net assets
$7,319,959
Revenue
$2,054,821
Expenses
$1,921,545
Net income
$133,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.4$4.92$11.5$3.54$2.70$0.85
2024Detailed filing. Detailed filing data is available for this year.$13.6$3.00$10.6$4.08$4.46$0.38
2023Detailed filing. Detailed filing data is available for this year.$15.3$4.32$11.0$8.63$7.27$1.36
2022Detailed filing. Detailed filing data is available for this year.$16.3$6.67$9.66$3.82$4.16$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$4.56$10.0$4.95$3.24$1.71
2020Detailed filing. Detailed filing data is available for this year.$12.1$3.84$8.29$7.37$6.40$0.97
2019Detailed filing. Detailed filing data is available for this year.$11.7$4.42$7.32$2.05$1.92$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.86$2.67$7.19$2.17$2.25$0.09
2017Detailed filing. Detailed filing data is available for this year.$10.2$2.88$7.27$2.11$2.33$0.22
2016Detailed filing. Detailed filing data is available for this year.$11.0$3.25$7.72$3.55$1.88$1.66
2015Detailed filing. Detailed filing data is available for this year.$7.97$1.90$6.06$3.52$2.96$0.56
2014Detailed filing. Detailed filing data is available for this year.$6.75$1.24$5.51$4.74$6.03$1.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$2.93$6.80$6.90
2012Summary only. Only limited summary data is available for this year.$6.86$3.54$3.32$4.49$4.58$0.09
2011Summary only. Only limited summary data is available for this year.$8.94$5.53$3.41$5.01$4.63$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$4.49$3.03$1.68