Civic Intelligence

Crestline Homes Inc.

990 • Fiscal year 2020 • EIN 63-0955727

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 02, 2020

940 Montclair Road Suite 200Birmingham, AL 35213

(205) 595-4555

Siviq Scores

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

Liabilities / Assets

96th percentile

1.48x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

2.17x

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

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

Net Margin

55th percentile

8.1%

Higher net margin than 55% 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

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

57th percentile

-6.7%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Up

$317,498

Up $4,782 (+1.5%) from 2019

Net Assets

Up

-$151,496

Up $17,438 (+10%) from 2019

Liabilities

Down

$468,994

Down $12,656 (-2.6%) from 2019

Revenue

Down

$216,035

Down $15,573 (-6.7%) from 2019

Expenses

Down

$198,597

Down $21,240 (-9.7%) from 2019

Net Income

Up

$17,438

Up $5,667 (+48%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $418,408Liabilities 2011: $636,127Net Assets 2011: -$217,7192011Assets 2012: $405,669Liabilities 2012: $616,301Net Assets 2012: -$210,6322012Assets 2013: $407,793Liabilities 2013: $598,642Net Assets 2013: -$190,8492013Assets 2014: $400,479Liabilities 2014: $586,770Net Assets 2014: -$186,2912014Assets 2015: $369,527Liabilities 2015: $567,038Net Assets 2015: -$197,5112015Assets 2016: $366,383Liabilities 2016: $549,984Net Assets 2016: -$183,6012016Assets 2017: $337,894Liabilities 2017: $526,759Net Assets 2017: -$188,8652017Assets 2018: $336,772Liabilities 2018: $517,477Net Assets 2018: -$180,7052018Assets 2019: $312,716Liabilities 2019: $481,650Net Assets 2019: -$168,9342019Assets 2020: $317,498Liabilities 2020: $468,994Net Assets 2020: -$151,4962020Assets 2021: $273,531Liabilities 2021: $424,699Net Assets 2021: -$151,1682021Assets 2022: $287,167Liabilities 2022: $412,044Net Assets 2022: -$124,8772022Assets 2023: $291,863Liabilities 2023: $370,712Net Assets 2023: -$78,8492023Assets 2024: $277,412Liabilities 2024: $324,456Net Assets 2024: -$47,0442024Assets 2025: $281,506Liabilities 2025: $288,620Net Assets 2025: -$7,1142025

Highlighted filing

2020

Assets$317,498
Liabilities$468,994
Net Assets-$151,496

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $183,364Expenses 2011: $200,510Net Income 2011: -$17,1462011Revenue 2012: $213,586Expenses 2012: $206,499Net Income 2012: $7,0872012Revenue 2013: $212,626Expenses 2013: $192,843Net Income 2013: $19,7832013Revenue 2014: $220,066Expenses 2014: $215,508Net Income 2014: $4,5582014Revenue 2015: $220,106Expenses 2015: $231,326Net Income 2015: -$11,2202015Revenue 2016: $221,194Expenses 2016: $207,284Net Income 2016: $13,9102016Revenue 2017: $224,884Expenses 2017: $230,148Net Income 2017: -$5,2642017Revenue 2018: $230,886Expenses 2018: $222,726Net Income 2018: $8,1602018Revenue 2019: $231,608Expenses 2019: $219,837Net Income 2019: $11,7712019Revenue 2020: $216,035Expenses 2020: $198,597Net Income 2020: $17,4382020Revenue 2021: $209,713Expenses 2021: $209,385Net Income 2021: $3282021Revenue 2022: $218,114Expenses 2022: $191,823Net Income 2022: $26,2912022Revenue 2023: $224,780Expenses 2023: $178,752Net Income 2023: $46,0282023Revenue 2024: $235,105Expenses 2024: $203,300Net Income 2024: $31,8052024Revenue 2025: $219,230Expenses 2025: $179,300Net Income 2025: $39,9302025

Highlighted filing

2020

Revenue$216,035
Expenses$198,597
Net Income$17,438
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 2, 2020
Return Version
2019v5.1
Gross Receipts
$216,035
Mission and Program Overview

Mission

NONE

To provide low-income housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$278,377$255,250▼ $23,127
Cash and Non-Interest-Bearing Accounts$4,323$26,271▲ $21,948
Accounts Receivable$718$3,805▲ $3,087
Total Assets$312,716$317,498▲ $4,782
Other Assets Total$29,298$32,172▲ $2,874
Liabilities
Mortgage Notes Payable Secured by Investment Property$462,315$435,872▼ $26,443
Accounts Payable and Accrued Expenses$12,132$26,228▲ $14,096
Other Liabilities$7,203$6,894▼ $309
Total Liabilities$481,650$468,994▼ $12,656
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-168,934$-151,496▲ $17,438
Total Net Assets Fund Balance$-168,934$-151,496▲ $17,438
Total Liabilities and Net Assets / Fund Balance$312,716$317,498▲ $4,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$215,950$601,995-
Land$39,300--
Other Assets Org$7,441--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Doug McbeePresident
Cynthia ScottVice President
Becky GreenwayBoard Member
Bob SimsBoard Member
Rachelle CatherBoard Member
Ginger BarbeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,022
Investment Income
$13
Other Revenue
$0
Change in Net Assets
$17,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$216,035
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$216,035
Total Revenue per Form 990
$216,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,669
Salaries, Compensation, and Employee Benefits$18,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$37,275--$37,275
Other Expenses$34,975--$34,975
Depreciation Depletion$23,127--$23,127
Other Salaries and Wages$18,928--$18,928
Fees for Services Management-$16,976-$16,976
Insurance$6,307--$6,307
Fees for Services Accounting-$5,425-$5,425
Office Expenses$1,990--$1,990
Conferences and Meetings-$194-$194
Total Functional Expenses$176,002$22,595$0$198,597

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$198,597
Total Expenses per Audited Statements$198,597
Total Expenses per Form 990$198,597
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$6,894
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No

Governance Explanations

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

The governing body reviews the tax return prior to its filing

Form 990, Part VI, Section C, Line 19

BY PUBLIC REQUEST

Filing and Contact Details

Filer

Filer Name
Crestline Homes Inc
EIN
63-0955727
Phone
2055954555
Address
940 MONTCLAIR ROAD SUITE 200, BIRMINGHAM, AL 35213

Signing Officer

Name
Doug Mcbee
Title
President
Phone
2055954555
Signed
2020-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Mcbee
Formed
1990
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Browder & Associates Pc
Address
ONE INDEPENDENCE PLAZA SUITE 322, HOMEWOOD, AL 35209
Preparer
Jim Perry CPA
Phone
2058032193
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IRS990ScheduleD/TotalLiabilityAmt06894
IRS990ScheduleD/TotalRevenuePerForm990Amt0216035
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0216035
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0198597
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE TAX RETURN PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY PUBLIC REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HORIZON HOMES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VERA HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2DEVILLE PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3GREENWOOD HOMES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CARSON PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5SALERNO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6JBS MENTAL HEALTH AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630810660
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1630877111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2630879399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3581992657
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4311648231
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5208339010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6630592183
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6GOVERNMENT ENTITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6PROVIDES MENTAL HEALTH SERVICES TO JEFFERSON, BLOUNT AND ST CLAIR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6940 MONTCLAIR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd6AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd135213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd235213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd335213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd435213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd535213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd635213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JBS MENTAL HEALTH AUTHORITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0312716
IRS990/TotalAssetsEOYAmt0317498
IRS990/TotalAssetsGrp/BOYAmt0312716
IRS990/TotalAssetsGrp/EOYAmt0317498
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176002
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198597
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0481650
IRS990/TotalLiabilitiesEOYAmt0468994
IRS990/TotalLiabilitiesGrp/BOYAmt0481650
IRS990/TotalLiabilitiesGrp/EOYAmt0468994

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.82$2.89$0.07$2.19$1.79$0.40
2024Detailed filing. Detailed filing data is available for this year.$2.77$3.24$0.47$2.35$2.03$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.92$3.71$0.79$2.25$1.79$0.46
2022Detailed filing. Detailed filing data is available for this year.$2.87$4.12$1.25$2.18$1.92$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.74$4.25$1.51$2.10$2.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.17$4.69$1.51$2.16$1.99$0.17
2019Summary only. Only limited summary data is available for this year.$3.13$4.82$1.69$2.32$2.20$0.12
2018Summary only. Only limited summary data is available for this year.$3.37$5.17$1.81$2.31$2.23$0.08
2017Summary only. Only limited summary data is available for this year.$3.38$5.27$1.89$2.25$2.30$0.05
2016Summary only. Only limited summary data is available for this year.$3.66$5.50$1.84$2.21$2.07$0.14
2015Summary only. Only limited summary data is available for this year.$3.70$5.67$1.98$2.20$2.31$0.11
2014Summary only. Only limited summary data is available for this year.$4.00$5.87$1.86$2.20$2.16$0.05
2013Summary only. Only limited summary data is available for this year.$4.08$5.99$1.91$2.13$1.93$0.20
2012Summary only. Only limited summary data is available for this year.$4.06$6.16$2.11$2.14$2.06$0.07
2011Summary only. Only limited summary data is available for this year.$4.18$6.36$2.18$1.83$2.01$0.17