Civic Intelligence

Southeastern Development Opportunities Inc.

990 • Fiscal year 2020 • EIN 64-0828837

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 05, 2021

Organization ProfileN/A
P O Box 241Shelby, MS 38774

(662) 398-7090

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

2.99x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$2,235,307

Down $284,693 (-11%) from 2019

Net Assets

Down

$1,796,665

Down $53,946 (-2.9%) from 2019

Liabilities

Down

$438,642

Down $230,747 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin18th percentile

Revenue

Down

$146,934

Down $39,046 (-21%) from 2019

Expenses

Down

$170,279

Down $59,171 (-26%) from 2019

Net Income

Up

-$23,345

Up $20,125 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,075,769Liabilities 2011: $461,392Net Assets 2011: $2,614,3772011Assets 2012: $3,167,557Liabilities 2012: $619,498Net Assets 2012: $2,548,0592012Assets 2013: $3,175,304Liabilities 2013: $766,458Net Assets 2013: $2,408,8462013Assets 2014: $3,086,287Liabilities 2014: $897,600Net Assets 2014: $2,188,6872014Assets 2015: $3,051,295Liabilities 2015: $1,094,034Net Assets 2015: $1,957,2612015Assets 2016: $2,618,876Liabilities 2016: $687,277Net Assets 2016: $1,931,5992016Assets 2017: $2,564,020Liabilities 2017: $581,098Net Assets 2017: $1,982,9222017Assets 2018: $2,533,223Liabilities 2018: $639,142Net Assets 2018: $1,894,0812018Assets 2019: $2,520,000Liabilities 2019: $669,389Net Assets 2019: $1,850,6112019Assets 2020: $2,235,307Liabilities 2020: $438,642Net Assets 2020: $1,796,6652020Assets 2021: $2,157,466Liabilities 2021: $456,846Net Assets 2021: $1,700,6202021Assets 2022: $2,103,351Liabilities 2022: $488,836Net Assets 2022: $1,614,5152022Assets 2023: $805,979Liabilities 2023: $117,790Net Assets 2023: $688,1892023Assets 2024: $750,116Liabilities 2024: $102,148Net Assets 2024: $647,9682024

Highlighted filing

2020

Assets$2,235,307
Liabilities$438,642
Net Assets$1,796,665
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $437,154Expenses 2011: $502,787Net Income 2011: -$65,6332011Revenue 2012: $125,257Expenses 2012: $238,380Net Income 2012: -$113,1232012Revenue 2013: $232,432Expenses 2013: $372,574Net Income 2013: -$140,1422013Revenue 2014: $148,760Expenses 2014: $368,715Net Income 2014: -$219,9552014Revenue 2015: $72,241Expenses 2015: $303,666Net Income 2015: -$231,4252015Revenue 2016: $259,644Expenses 2016: $254,070Net Income 2016: $5,5742016Revenue 2017: $303,012Expenses 2017: $250,827Net Income 2017: $52,1852017Revenue 2018: $148,224Expenses 2018: $235,460Net Income 2018: -$87,2362018Revenue 2019: $185,980Expenses 2019: $229,450Net Income 2019: -$43,4702019Revenue 2020: $146,934Expenses 2020: $170,279Net Income 2020: -$23,3452020Revenue 2021: $80,907Expenses 2021: $177,260Net Income 2021: -$96,3532021Revenue 2022: $61,663Expenses 2022: $155,545Net Income 2022: -$93,8822022Revenue 2023: -$780,089Expenses 2023: $146,238Net Income 2023: -$926,3272023Revenue 2024: $129,213Expenses 2024: $170,583Net Income 2024: -$41,3702024

Highlighted filing

2020

Revenue$146,934
Expenses$170,279
Net Income-$23,345
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 5, 2021
Return Version
2019v5.0
Gross Receipts
$252,234
Mission and Program Overview

Mission

Providing low income housing to individuals and families in ms delta region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,336,998$1,966,998▼ $370,000
Cash and Non-Interest-Bearing Accounts$1,001$109,203▲ $108,202
Land, Buildings, and Equipment, Net$64,219$64,653▲ $434
Accounts Receivable$62,414$14,095▼ $48,319
Prepaid Expenses and Deferred Charges-$3,870-
Total Assets$2,520,000$2,235,307▼ $284,693
Other Assets Total$55,368$76,488▲ $21,120
Liabilities
Other Liabilities$591,214$356,913▼ $234,301
Accounts Payable and Accrued Expenses$78,175$81,129▲ $2,954
Unsecured Notes Loans Payable-$600-
Total Liabilities$669,389$438,642▼ $230,747
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,336,998$2,336,998→ $0
Net Assets Without Donor Restrictions$-486,387$-540,333▼ $53,946
Total Net Assets Fund Balance$1,850,611$1,796,665▼ $53,946
Total Liabilities and Net Assets / Fund Balance$2,520,000$2,235,307▼ $284,693

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$64,653$126,834$191,487
Other Securities$1,966,998--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda BalducciExecutive DiFT$57,072$79,200$136,272

Board Members and Trustees

NameTitle
Alice StapletonPresident
John F Schmidt IiiDirector
Marie ShorterDirector
Patrick J CollinsSecretary-tr
Lula B AtkinsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,613
Investment Income
$99,838
Other Revenue
$-517
Change in Net Assets
$-23,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,193
Salaries, Compensation, and Employee Benefits$61,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$54,827-$54,827
Fees for Services Other-$53,865-$53,865
Fees for Services Accounting-$17,026-$17,026
All Other Expenses-$7,790-$7,790
Payroll Taxes-$6,259-$6,259
Insurance-$4,478-$4,478
Other Expenses-$4,083-$4,083
Travel-$2,767-$2,767
Total Functional Expenses$0$170,279$0$170,279
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
Partnership Investments$347,693
Payroll Taxes$4,193
Property Taxes Payable$2,783
Other$1,644
Security Deposits$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

“MANAGEMENT REVIEW”

Form 990, Page 6, Part VI, Line 15A

“Board reviews compensation annually.”

Form 990, Page 6, Part VI, Line 15B

“Board approves compensation annually.”

Form 990, Page 6, Part VI, Line 19

“Upon request at organization's office.”

Form 990, Part VII

“Compensation set by governing board.”

Filing and Contact Details

Filer

Filer Name
Southeastern Development Opportunit
EIN
64-0828837
Phone
6623987090
Address
P O BOX 241, SHELBY, MS 38774

Signing Officer

Name
Linda Balducci
Title
Executive Director
Phone
6623987090
Signed
2021-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Balducci
Formed
1993
Legal Domicile
Ms
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Edmondson Burchfield Hardy & Assoc Pa
Address
PO BOX 238, CLEVELAND, MS 38732-0238
Preparer
Carlton Edmondson
Phone
6628466631
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services 0 53,865 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -1 rounding 0 total -1”

Raw XML AppendixShowing 400 of 469 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078175
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt081129
IRS990/AccountsReceivableGrp/BOYAmt062414
IRS990/AccountsReceivableGrp/EOYAmt014095
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING LOW INCOME HOUSING TO INDIVIDUALS AND FAMILIES IN MS DELTA REGION.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07790
IRS990/AllOtherExpensesGrp/TotalAmt07790
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0LINDA BALDUCCI
IRS990/BooksInCareOfDetail/PhoneNum06623987090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 45
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHELBY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038774
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01001
IRS990/CashNonInterestBearingGrp/EOYAmt0109203
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt099838
IRS990/CYOtherExpensesAmt0109193
IRS990/CYOtherRevenueAmt0-517
IRS990/CYProgramServiceRevenueAmt047613
IRS990/CYRevenuesLessExpensesAmt0-23345
IRS990/CYSalariesCompEmpBnftPaidAmt061086
IRS990/CYTotalExpensesAmt0170279
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0146934
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0WE HAVE BEEN SUCCESSFUL BOTH DIRECTLY AND INDIRECTLY IN PLACING A NUMBER OF LOW INCOME HOUSING UNITS IN SERVICE IN THE MS DELTA REGION. WE CONTINUE TO PARTICIPATE IN THE DEVELOPMENT OF ADDITIONAL UNITS ON AN ONGOING BASIS AS FINANCING ALLOWS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02336998
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02336998
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017026
IRS990/FeesForServicesAccountingGrp/TotalAmt017026
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt053865
IRS990/FeesForServicesOtherGrp/TotalAmt053865
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt079200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA BALDUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN F SCHMIDT III
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIE SHORTER
IRS990/Form990PartVIISectionAGrp/PersonNm3LULA B ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK J COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm5ALICE STAPLETON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt057072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-163487
IRS990/GainOrLossGrp/SecuritiesAmt0263202
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0-163487
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0263202
IRS990/GrossReceiptsAmt0252234
IRS990/GrossRentsGrp/RealAmt0104783
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04478
IRS990/InsuranceGrp/TotalAmt04478
IRS990/InvestmentIncomeGrp/ExclusionAmt0123
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02336998
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01966998
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0126834
IRS990/LandBldgEquipBasisNetGrp/BOYAmt064219
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064653
IRS990/LandBldgEquipCostOrOtherBssAmt0191487
IRS990/LegalDomicileStateCd0MS
IRS990/LessRentalExpensesGrp/RealAmt0105300
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING LOW INCOME HOUSING TO INDIVIDUALS AND FAMILIES IN MS DELTA REGION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01850611
IRS990/NetAssetsOrFundBalancesEOYAmt01796665
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0263202
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt099715
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-163487
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-517
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-517
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-486387
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-540333
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt055368
IRS990/OtherAssetsTotalGrp/EOYAmt076488
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2DEPRECIATION
IRS990/OtherExpensesGrp/Desc3AUTO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08234
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34083
IRS990/OtherExpensesGrp/TotalAmt08234
IRS990/OtherExpensesGrp/TotalAmt16000
IRS990/OtherExpensesGrp/TotalAmt24950
IRS990/OtherExpensesGrp/TotalAmt34083
IRS990/OtherLiabilitiesGrp/BOYAmt0591214
IRS990/OtherLiabilitiesGrp/EOYAmt0356913
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054827
IRS990/OtherSalariesAndWagesGrp/TotalAmt054827
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06259
IRS990/PayrollTaxesGrp/TotalAmt06259
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03870
IRS990/PrincipalOfficerNm0LINDA BALDUCCI
IRS990/PriorPeriodAdjustmentsAmt0-30600
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/BusinessCd1531310
IRS990/ProgramServiceRevenueGrp/BusinessCd2531310
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/Desc2PARTNERSHIP RENTAL LOSSES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0-68018
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0103931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0103931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-68018
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011
IRS990/PYOtherExpensesAmt0166035
IRS990/PYProgramServiceRevenueAmt0185969
IRS990/PYRevenuesLessExpensesAmt0-43470
IRS990/PYSalariesCompEmpBnftPaidAmt063415
IRS990/PYTotalExpensesAmt0229450
IRS990/PYTotalRevenueAmt0185980
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23345
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-517
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt047613
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PARTNERSHIP LOSSES -2,928
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014660
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0210000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0210000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0210000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0210000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0210000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt01050000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0430
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0550401
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-29337
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-34076
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt045343
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015142
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-2928
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96360
IRS990ScheduleA/PublicSupportPY170Pct00.95320
IRS990ScheduleA/PublicSupportTotal170Amt01064660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0210000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0212800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0215830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0216030
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01064660
IRS990ScheduleA/TotalSupportAmt01104926
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07347
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt035417
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt042764
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt064653
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126834
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0191487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0347693
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22783
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31644
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PROPERTY TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SECURITY DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01966998
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORTGAGE LOANS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064653
IRS990ScheduleD/TotalBookValueSecuritiesAmt01966998
IRS990ScheduleD/TotalLiabilityAmt0356913
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD APPROVES COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST AT ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION SET BY GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES 0 53,865 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE -1 ROUNDING 0 TOTAL -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0640921934
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1800089467
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2800101700
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3261172536
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd1true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd2true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd3true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.51000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct10.01000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt2UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt3UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SHAW APARTMENT HOMES LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1NORTH SHELBY APARTMENT HOME IV LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2NORTH SHELBY APARTMENT HOMES III LL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3HOLLANDALE APARTMENT HOMES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0263640
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt14404
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt2886949
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-269
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt1-200716
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt2-1452
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt3-29170
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0810 E SUNFLOWER RD-SUITE 120
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1P O BOX 45
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt2810 E SUNFLOWER RD-SUITE 120
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt31305 LAKE ST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CLEVELAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1SHELBY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2CLEVELAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3SHELBY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3MS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd038732
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd138774
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd238732
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd338774
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09924
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1168152
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LIQUIDATION PROCEEDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LIQUIDATION PROCEEDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORTH SHELBY APT HOMES III
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NORTH SHELBY APT HOMES IV
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,235,307
Liabilities
$438,642
Net assets
$1,796,665
Revenue
$146,934
Expenses
$170,279
Net income
-$23,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.10$0.65$0.13$0.17$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.12$0.69$0.78$0.15$0.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.49$1.61$0.06$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.46$1.70$0.08$0.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.44$1.80$0.15$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.67$1.85$0.19$0.23$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.64$1.89$0.15$0.24$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.58$1.98$0.30$0.25$0.05
2016Summary only. Only limited summary data is available for this year.$2.62$0.69$1.93$0.26$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.05$1.09$1.96$0.07$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.90$2.19$0.15$0.37$0.22
2013Summary only. Only limited summary data is available for this year.$3.18$0.77$2.41$0.23$0.37$0.14
2012Summary only. Only limited summary data is available for this year.$3.17$0.62$2.55$0.13$0.24$0.11
2011Summary only. Only limited summary data is available for this year.$3.08$0.46$2.61$0.44$0.50$0.07