Civic Intelligence

Episcopal Housing Foundation Inc.

990 • Fiscal year 2016 • EIN 63-0753686

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 01, 2017

Organization ProfileWWW.EPISCOPALPLACE.ORG

View Organization Page

521 North 20th StreetBirmingham, AL 35203

(205) 933-1020

Siviq Scores

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

Liabilities / Assets

97th percentile

1.65x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

3.18x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

27th percentile

-6.0%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.4%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$2,348,536

Down $113,660 (-4.6%) from 2015

Net Assets

Down

-$1,526,868

Down $73,369 (-5.0%) from 2015

Liabilities

Down

$3,875,404

Down $40,291 (-1.0%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin27th percentile

Revenue

Up

$1,216,813

Up $16,454 (+1.4%) from 2015

Expenses

Up

$1,290,182

Up $4,276 (+0.3%) from 2015

Net Income

Up

-$73,369

Up $12,178 (+14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $3,366,127Liabilities 2010: $4,149,930Net Assets 2010: -$783,8032010Assets 2011: $3,225,938Liabilities 2011: $4,160,512Net Assets 2011: -$934,5742011Assets 2012: $3,065,657Liabilities 2012: $4,065,590Net Assets 2012: -$999,9332012Assets 2013: $2,724,539Liabilities 2013: $4,004,195Net Assets 2013: -$1,279,6562013Assets 2014: $2,598,498Liabilities 2014: $3,966,450Net Assets 2014: -$1,367,9522014Assets 2015: $2,462,196Liabilities 2015: $3,915,695Net Assets 2015: -$1,453,4992015Assets 2016: $2,348,536Liabilities 2016: $3,875,404Net Assets 2016: -$1,526,8682016Assets 2017: $2,114,843Liabilities 2017: $3,738,921Net Assets 2017: -$1,624,0782017Assets 2018: $1,938,386Liabilities 2018: $3,696,524Net Assets 2018: -$1,758,1382018Assets 2019: $1,974,158Liabilities 2019: $3,850,562Net Assets 2019: -$1,876,4042019Assets 2020: $2,796,696Liabilities 2020: $4,790,688Net Assets 2020: -$1,993,9922020Assets 2021: $2,712,326Liabilities 2021: $4,696,780Net Assets 2021: -$1,984,4542021Assets 2022: $2,677,738Liabilities 2022: $4,641,003Net Assets 2022: -$1,963,2652022Assets 2023: $2,615,761Liabilities 2023: $4,557,469Net Assets 2023: -$1,941,7082023Assets 2024: $2,704,900Liabilities 2024: $4,480,302Net Assets 2024: -$1,775,4022024Assets 2025: $2,839,451Liabilities 2025: $4,434,636Net Assets 2025: -$1,595,1852025

Highlighted filing

2016

Assets$2,348,536
Liabilities$3,875,404
Net Assets-$1,526,868
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,345,8282010Expenses 2011: $1,530,0552011Expenses 2012: $1,396,6562012Expenses 2013: $1,258,7192013Revenue 2014: $1,190,189Expenses 2014: $1,278,485Net Income 2014: -$88,2962014Revenue 2015: $1,200,359Expenses 2015: $1,285,906Net Income 2015: -$85,5472015Revenue 2016: $1,216,813Expenses 2016: $1,290,182Net Income 2016: -$73,3692016Revenue 2017: $1,252,639Expenses 2017: $1,349,849Net Income 2017: -$97,2102017Revenue 2018: $1,254,617Expenses 2018: $1,388,677Net Income 2018: -$134,0602018Revenue 2019: $1,295,630Expenses 2019: $1,413,896Net Income 2019: -$118,2662019Revenue 2020: $1,327,128Expenses 2020: $1,444,716Net Income 2020: -$117,5882020Revenue 2021: $1,314,803Expenses 2021: $1,305,265Net Income 2021: $9,5382021Revenue 2022: $1,358,660Expenses 2022: $1,337,471Net Income 2022: $21,1892022Revenue 2023: $1,403,249Expenses 2023: $1,381,692Net Income 2023: $21,5572023Revenue 2024: $1,463,596Expenses 2024: $1,297,289Net Income 2024: $166,3072024Revenue 2025: $1,672,980Expenses 2025: $1,492,763Net Income 2025: $180,2172025

Highlighted filing

2016

Revenue$1,216,813
Expenses$1,290,182
Net Income-$73,369
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$1,216,813
Mission and Program Overview

Mission

To provide low income housing (95-1br, 5-2br aparments) under sec.202 of the national housing act, as amended and regulated by hud

To provide to senior and disabled adults with restricted income, safe and affordable housing and access to related services in a home-like environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,630,354$1,446,075▼ $184,279
Savings and Temporary Cash Investments$721,601$805,426▲ $83,825
Prepaid Expenses and Deferred Charges$18,975$17,256▼ $1,719
Cash and Non-Interest-Bearing Accounts$18,515$15,936▼ $2,579
Total Assets$2,462,196$2,348,536▼ $113,660
Other Assets Total$72,751$63,843▼ $8,908
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,841,067$3,785,211▼ $55,856
Accounts Payable and Accrued Expenses$34,772$47,957▲ $13,185
Other Liabilities$38,147$38,876▲ $729
Deferred Revenue$1,709$3,360▲ $1,651
Total Liabilities$3,915,695$3,875,404▼ $40,291
Net Assets / Fund Balance
Unrestricted Net Assets$-1,453,499$-1,526,868▼ $73,369
Total Net Assets Fund Balance$-1,453,499$-1,526,868▼ $73,369
Total Liabilities and Net Assets / Fund Balance$2,462,196$2,348,536▼ $113,660

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,158,085$4,272,332$5,430,417
Land$282,334-$282,334
Equipment$5,656$156,211$161,867
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Merrimon EppsPresident
Keehn BerryVice President
Bob BoylanBoard Member
Brad CainBoard Member
Katie RengersBoard Member
Martha OystonBoard Member
Melissa DanielBoard Member
Mike FaulknerBoard Member
Parker EvansBoard Member
Patton HahnBoard Member
Racquel Innis-sheltonBoard Member
Lori Smith MdSecretary
Jim ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$808,350
Program Service Revenue
$405,948
Investment Income
$232
Other Revenue
$2,283
Change in Net Assets
$-73,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,216,813
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,216,813
Total Revenue per Form 990
$1,216,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,020,728
Salaries, Compensation, and Employee Benefits$269,454
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$257,694--$257,694
Other Salaries and Wages$223,250--$223,250
Interest$196,925--$196,925
Occupancy$177,043--$177,043
Fees for Services Management$57,394--$57,394
Insurance$49,105--$49,105
Office Expenses$31,456--$31,456
Other Employee Benefits$20,450--$20,450
Other Expenses$19,575--$19,575
All Other Expenses$17,898--$17,898
Payroll Taxes$14,512--$14,512
Fees for Services Accounting$12,550--$12,550
Pension Plan Contributions$11,242--$11,242
Conferences and Meetings$2,805--$2,805
Fees for Services Legal$2,507--$2,507
Advertising$619--$619
Total Functional Expenses$1,290,182$0$0$1,290,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,290,182
Total Expenses per Audited Statements$1,290,182
Total Expenses per Form 990$1,290,182
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
-Board President of Episcopal Place Is President of UafRaise Funds for the Uaf So That the Organization Can Remain Sales Tax Exempt.No$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$38,876
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has a management company for the day to day operations and recordkeeping for the apartment building”

Form 990, Part VI, Section B, Line 11

“The board of directors' finance committee is presented with a copy of the 990 before it is filed.”

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

“Each annual meeting the board of directors, each director is informed of the conflict of interest policy and asked to state in writing any known conflicts”

Form 990, Part VI, Section B, Line 15

“The executive director's salary is determined by the board of directors based upon the local industry wage standards and qualifications”

Form 990, Part VI, Section C, Line 19

“The episcopal housing foundation will provide its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Episcopal Housing Foundation Inc
EIN
63-0753686
Phone
2059331020
Address
521 NORTH 20TH STREET, BIRMINGHAM, AL 35203

Signing Officer

Name
Tim Blanton
Title
Executive Director
Phone
2059331020
Signed
2017-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Blanton
Formed
1978
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Borland Benefield
Address
2101 HIGHLAND AVE SUITE 500, BIRMINGHAM, AL 35205
Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors are responsible for selection of an independent accountant and oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“As of september 30, 2016, the project had no uncertain tax positions that qualify for disclosure in the financial statements. The projects federal and state income tax returns for the year 2013 and subsequent years remain subject to examination by tax authorities.”

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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW INCOME HOUSING (95-1BR, 5-2BR APARMENTS) UNDER SEC.202 OF THE NATIONAL HOUSING ACT, AS AMENDED AND REGULATED BY HUD
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03841067
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03785211
IRS990/NetAssetsOrFundBalancesBOYAmt0-1453499
IRS990/NetAssetsOrFundBalancesEOYAmt0-1526868
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0177043
IRS990/OccupancyGrp/TotalAmt0177043
IRS990/OfficeExpensesGrp/ProgramServicesAmt031456
IRS990/OfficeExpensesGrp/TotalAmt031456
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt072751
IRS990/OtherAssetsTotalGrp/EOYAmt063843
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020450
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020450
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1TENANT SERVICES
IRS990/OtherExpensesGrp/Desc2MORTGAGE INSURANCE PREM
IRS990/OtherExpensesGrp/Desc3MAINTENANCE SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0116760
IRS990/OtherExpensesGrp/ProgramServicesAmt157201
IRS990/OtherExpensesGrp/ProgramServicesAmt221196
IRS990/OtherExpensesGrp/ProgramServicesAmt319575
IRS990/OtherExpensesGrp/TotalAmt0116760
IRS990/OtherExpensesGrp/TotalAmt157201
IRS990/OtherExpensesGrp/TotalAmt221196
IRS990/OtherExpensesGrp/TotalAmt319575
IRS990/OtherLiabilitiesGrp/BOYAmt038147
IRS990/OtherLiabilitiesGrp/EOYAmt038876
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NET CASUALTY GAIN
IRS990/OtherRevenueMiscGrp/ExclusionAmt02283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02283
IRS990/OtherRevenueTotalAmt02283
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0223250
IRS990/OtherSalariesAndWagesGrp/TotalAmt0223250
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt014512
IRS990/PayrollTaxesGrp/TotalAmt014512
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011242
IRS990/PensionPlanContributionsGrp/TotalAmt011242
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018975
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017256
IRS990/PrincipalOfficerNm0TIM BLANTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2532000
IRS990/ProgramServiceRevenueGrp/BusinessCd3532000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT RENT
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY & VENDING REVE
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0396591
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0396591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3699
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0798072
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0237
IRS990/PYOtherExpensesAmt01049549
IRS990/PYOtherRevenueAmt0-28
IRS990/PYProgramServiceRevenueAmt0402078
IRS990/PYRevenuesLessExpensesAmt0-85547
IRS990/PYSalariesCompEmpBnftPaidAmt0236357
IRS990/PYTotalExpensesAmt01285906
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01200359
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-73369
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0405948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0721601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0805426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0808350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0798072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0790917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0775211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0860063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04032613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0405481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0400508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0392074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0383970
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01582354
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02982
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt052976
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033966
IRS990ScheduleA/OtherIncome170Grp/TotalAmt098901
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70580
IRS990ScheduleA/PublicSupportPY170Pct00.95690
IRS990ScheduleA/PublicSupportTotal170Amt04032613
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0808350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0798072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0790917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0775211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0860063
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04032613
IRS990ScheduleA/TotalSupportAmt05713868
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01158085
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04272332
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05430417
IRS990ScheduleD/EquipmentGrp/BookValueAmt05656
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0156211
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0161867
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01290182
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0282334
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0282334
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01216813
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF SEPTEMBER 30, 2016, THE PROJECT HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PROJECTS FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEAR 2013 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01446075
IRS990ScheduleD/TotalExpensesPerForm990Amt01290182
IRS990ScheduleD/TotalLiabilityAmt038876
IRS990ScheduleD/TotalRevenuePerForm990Amt01216813
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01216813
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01290182
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SUPPORTIVE SERVICES FOR THE UNITED APPEAL FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT OF EPISCOPAL PLACE IS PRESIDENT OF UAF
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RAISE FUNDS FOR THE UAF SO THAT THE ORGANIZATION CAN REMAIN SALES TAX EXEMPT.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A MANAGEMENT COMPANY FOR THE DAY TO DAY OPERATIONS AND RECORDKEEPING FOR THE APARTMENT BUILDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS' FINANCE COMMITTEE IS PRESENTED WITH A COPY OF THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH ANNUAL MEETING THE BOARD OF DIRECTORS, EACH DIRECTOR IS INFORMED OF THE CONFLICT OF INTEREST POLICY AND ASKED TO STATE IN WRITING ANY KNOWN CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS BASED UPON THE LOCAL INDUSTRY WAGE STANDARDS AND QUALIFICATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EPISCOPAL HOUSING FOUNDATION WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,348,536
Liabilities
$3,875,404
Net assets
-$1,526,868
Revenue
$1,216,813
Expenses
$1,290,182
Net income
-$73,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$4.43$1.60$1.67$1.49$0.18
2024Detailed filing. Detailed filing data is available for this year.$2.70$4.48$1.78$1.46$1.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.62$4.56$1.94$1.40$1.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.68$4.64$1.96$1.36$1.34$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.71$4.70$1.98$1.31$1.31$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.80$4.79$1.99$1.33$1.44$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.97$3.85$1.88$1.30$1.41$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.94$3.70$1.76$1.25$1.39$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.11$3.74$1.62$1.25$1.35$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.35$3.88$1.53$1.22$1.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.46$3.92$1.45$1.20$1.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.60$3.97$1.37$1.19$1.28$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$4.00$1.28$1.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$4.07$1.00$1.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$4.16$0.93$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$4.15$0.78$1.35