Civic Intelligence

West Carroll Elderly Housing Inc.

990 • Fiscal year 2019 • EIN 72-1014869

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 21, 2019

PO Box 1199Oak Grove, LA 71263

(318) 428-3073

Siviq Scores

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

Liabilities / Assets

95th percentile

1.17x

Higher debt load relative to assets than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

2.69x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

51st percentile

4.0%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-2.4%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$993,469

Up $7,777 (+0.8%) from 2018

Net Assets

Up

-$170,038

Up $17,515 (+9.3%) from 2018

Liabilities

Down

$1,163,507

Down $9,738 (-0.8%) from 2018

Revenue

Down

$432,746

Down $10,607 (-2.4%) from 2018

Expenses

Up

$415,231

Up $10,180 (+2.5%) from 2018

Net Income

Down

$17,515

Down $20,787 (-54%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $873,857Liabilities 2012: $1,296,424Net Assets 2012: -$422,5672012Assets 2013: $917,307Liabilities 2013: $1,259,718Net Assets 2013: -$342,4112013Assets 2014: $945,564Liabilities 2014: $1,278,082Net Assets 2014: -$332,5182014Assets 2015: $933,369Liabilities 2015: $1,233,599Net Assets 2015: -$300,2302015Assets 2016: $975,542Liabilities 2016: $1,242,015Net Assets 2016: -$266,4732016Assets 2017: $965,953Liabilities 2017: $1,191,808Net Assets 2017: -$225,8552017Assets 2018: $985,692Liabilities 2018: $1,173,245Net Assets 2018: -$187,5532018Assets 2019: $993,469Liabilities 2019: $1,163,507Net Assets 2019: -$170,0382019Assets 2020: $1,001,362Liabilities 2020: $1,121,801Net Assets 2020: -$120,4392020Assets 2021: $1,000,732Liabilities 2021: $1,092,764Net Assets 2021: -$92,0322021Assets 2022: $1,019,977Liabilities 2022: $1,091,069Net Assets 2022: -$71,0922022Assets 2023: $1,017,452Liabilities 2023: $1,046,160Net Assets 2023: -$28,7082023Assets 2024: $1,008,429Liabilities 2024: $1,006,178Net Assets 2024: $2,2512024Assets 2025: $1,003,912Liabilities 2025: $976,782Net Assets 2025: $27,1302025

Highlighted filing

2019

Assets$993,469
Liabilities$1,163,507
Net Assets-$170,038

Operations Trend

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

$600K$400K$200K$0Expenses 2012: $418,5252012Expenses 2013: $358,2582013Revenue 2014: $410,200Expenses 2014: $400,307Net Income 2014: $9,8932014Revenue 2015: $420,472Expenses 2015: $388,184Net Income 2015: $32,2882015Revenue 2016: $423,832Expenses 2016: $390,075Net Income 2016: $33,7572016Revenue 2017: $440,644Expenses 2017: $400,026Net Income 2017: $40,6182017Revenue 2018: $443,353Expenses 2018: $405,051Net Income 2018: $38,3022018Revenue 2019: $432,746Expenses 2019: $415,231Net Income 2019: $17,5152019Revenue 2020: $440,311Expenses 2020: $390,712Net Income 2020: $49,5992020Revenue 2021: $465,529Expenses 2021: $437,259Net Income 2021: $28,2702021Revenue 2022: $467,951Expenses 2022: $447,011Net Income 2022: $20,9402022Revenue 2023: $518,494Expenses 2023: $476,110Net Income 2023: $42,3842023Revenue 2024: $513,160Expenses 2024: $482,201Net Income 2024: $30,9592024Revenue 2025: $531,240Expenses 2025: $506,361Net Income 2025: $24,8792025

Highlighted filing

2019

Revenue$432,746
Expenses$415,231
Net Income$17,515
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 21, 2019
Return Version
2018v3.1
Gross Receipts
$432,746
Mission and Program Overview

Mission

The project is a 54-unit apartment complex located in oak grove, louisiana. The project is operated under section 202/section 8 of the national housing act to provide low-income housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$502,131$478,418▼ $23,713
Savings and Temporary Cash Investments$390,965$426,788▲ $35,823
Prepaid Expenses and Deferred Charges$26,192$20,919▼ $5,273
Accounts Receivable$13,134$13,890▲ $756
Cash and Non-Interest-Bearing Accounts$2,669$4,270▲ $1,601
Total Assets$985,692$993,469▲ $7,777
Other Assets Total$50,601$49,184▼ $1,417
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,135,789$1,113,961▼ $21,828
Accounts Payable and Accrued Expenses$23,561$35,636▲ $12,075
Other Liabilities$13,895$13,910▲ $15
Total Liabilities$1,173,245$1,163,507▼ $9,738
Net Assets / Fund Balance
Unrestricted Net Assets$-187,553$-170,038▲ $17,515
Total Net Assets Fund Balance$-187,553$-170,038▲ $17,515
Total Liabilities and Net Assets / Fund Balance$985,692$993,469▲ $7,777

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$382,635$1,125,044$1,507,679
Equipment$49,283$149,807$199,090
Other Land Buildings-$72,823$72,823
Land$46,500-$46,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Albert HowardBoard Member
Paula KingBoard Member
Richard ZimmermanBoard Member
Ruth HortonBoard Member
Mattie CockerhamBoard Presid
Revenue and Support

Revenue Composition

Contributions and Grants
$292,003
Program Service Revenue
$140,229
Investment Income
$514
Other Revenue
$0
Change in Net Assets
$17,515

Audited Revenue Reconciliation

Revenue per Audited Statements
$432,746
Total Revenue per Audited Statements
$432,746
Total Revenue per Form 990
$432,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,356
Salaries, Compensation, and Employee Benefits$107,875
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,091--$90,091
Occupancy$67,672--$67,672
Interest$64,533--$64,533
Depreciation Depletion$46,393--$46,393
Office Expenses$27,529$12,730-$40,259
Insurance$30,680--$30,680
Fees for Services Management$23,717--$23,717
Other Employee Benefits$10,548--$10,548
Fees for Services Accounting-$8,050-$8,050
Payroll Taxes$7,236--$7,236
Advertising$4,449--$4,449
Other Expenses$530--$530
All Other Expenses$61--$61
Total Functional Expenses$394,451$20,780$0$415,231

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$415,231
Total Expenses per Audited Statements$415,231
Total Expenses per Form 990$415,231
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 Deposits Held in Trust (contr$13,901
Prepaid Revenue$9
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

West carroll elderly housing inc. Does not have any employees. All individuals that work at the property are employees of cadence of acadiana inc (managing agency). Payroll and related liabilities are billed to the project on a monthly basis.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 19

Form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
West Carroll Elderly Housing Inc
EIN
72-1014869
Phone
3184283073
Address
PO BOX 1199, OAK GROVE, LA 71263
Doing Business As
White Oaks Terrace Apartments

Signing Officer

Name
Mattie Cockerham
Title
Board President
Phone
3374068500
Signed
2019-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mattie Cockerham
Formed
1984
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Wrightmooredehartdupuis & Hutchinson
Address
PO BOX 80569, LAFAYETTE, LA 70598
Preparer
Christine Dunn CPA
Phone
3372323637
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportTotal509Amt02158821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0432232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0442879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0440184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0423474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0420052
IRS990ScheduleA/Total509Grp/TotalAmt02158821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0432746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0443353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0440644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0423832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0420472
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02161047
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0382635
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01125044
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01507679
IRS990ScheduleD/EquipmentGrp/BookValueAmt049283
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0149807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0199090
IRS990ScheduleD/ExpensesSubtotalAmt0415231
IRS990ScheduleD/LandGrp/BookValueAmt046500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt046500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt072823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt072823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST (CONTR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/RevenueSubtotalAmt0432746
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0478418
IRS990ScheduleD/TotalExpensesPerForm990Amt0415231
IRS990ScheduleD/TotalLiabilityAmt013910
IRS990ScheduleD/TotalRevenuePerForm990Amt0432746
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0432746
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0415231
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEST CARROLL ELDERLY HOUSING INC. DOES NOT HAVE ANY EMPLOYEES. ALL INDIVIDUALS THAT WORK AT THE PROPERTY ARE EMPLOYEES OF CADENCE OF ACADIANA INC (MANAGING AGENCY). PAYROLL AND RELATED LIABILITIES ARE BILLED TO THE PROJECT ON A MONTHLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0985692
IRS990/TotalAssetsEOYAmt0993469
IRS990/TotalAssetsGrp/BOYAmt0985692
IRS990/TotalAssetsGrp/EOYAmt0993469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0292003
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020780
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0394451
IRS990/TotalFunctionalExpensesGrp/TotalAmt0415231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01173245
IRS990/TotalLiabilitiesEOYAmt01163507
IRS990/TotalLiabilitiesGrp/BOYAmt01173245
IRS990/TotalLiabilitiesGrp/EOYAmt01163507
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-187553
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-170038
IRS990/TotalProgramServiceExpensesAmt0394451
IRS990/TotalProgramServiceRevenueAmt0140229
IRS990/TotalRevenueGrp/ExclusionAmt0514
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140229
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0432746
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0985692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0993469
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-187553
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-170038
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1199
IRS990/USAddress/CityNm0OAK GROVE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd071263
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTIE COCKERHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03374068500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST CARROLL ELDERLY HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0721014869
ReturnHeader/Filer/PhoneNum03184283073
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1199
ReturnHeader/Filer/USAddress/CityNm0OAK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071263
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ABDDD2230BEEBFA921D7C895112631718E04D9B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ABDDD2230BEEBFA921D7C895112631718E04D9B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.80.24.171
ReturnHeader/FilingSecurityInformation/IPDt02019-11-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:05:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721108576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHTMOOREDEHARTDUPUIS & HUTCHINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 80569
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070598
ReturnHeader/PreparerPersonGrp/PhoneNum03372323637
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE DUNN CPA
ReturnHeader/ReturnTs02019-11-21T11:05:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.98$0.03$0.53$0.51$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.00$0.51$0.48$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$1.05$0.03$0.52$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$1.09$0.07$0.47$0.45$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$1.09$0.09$0.47$0.44$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.00$1.12$0.12$0.44$0.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.99$1.16$0.17$0.43$0.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.99$1.17$0.19$0.44$0.41$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.97$1.19$0.23$0.44$0.40$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.98$1.24$0.27$0.42$0.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.93$1.23$0.30$0.42$0.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$1.28$0.33$0.41$0.40$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$1.26$0.34$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$1.30$0.42$0.42