Civic Intelligence

Jackson Voa Elderly Housing Inc Windsong Apartments

990 • Fiscal year 2014 • EIN 72-1288658

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

1660 Duke Street22314

(703) 341-5000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

98th percentile

$487,861

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 145.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$2,216,628

Down $103,252 (-4.5%) from 2013

Net Assets

Down

$2,175,253

Down $83,090 (-3.7%) from 2013

Liabilities

Down

$41,375

Down $20,162 (-33%) from 2013

Revenue

$335,926

No earlier filing loaded for comparison.

Expenses

Up

$419,016

Up $61,673 (+17%) from 2013

Net Income

-$83,090

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,357,415Liabilities 2011: $46,114Net Assets 2011: $2,311,3012011Assets 2012: $2,305,535Liabilities 2012: $39,993Net Assets 2012: $2,265,5422012Assets 2013: $2,319,880Liabilities 2013: $61,537Net Assets 2013: $2,258,3432013Assets 2014: $2,216,628Liabilities 2014: $41,375Net Assets 2014: $2,175,2532014Assets 2015: $2,160,456Liabilities 2015: $71,610Net Assets 2015: $2,088,8462015Assets 2016: $2,112,818Liabilities 2016: $104,823Net Assets 2016: $2,007,9952016Assets 2017: $2,009,661Liabilities 2017: $61,159Net Assets 2017: $1,948,5022017Assets 2018: $1,978,092Liabilities 2018: $59,768Net Assets 2018: $1,918,3242018Assets 2019: $1,964,773Liabilities 2019: $51,953Net Assets 2019: $1,912,8202019Assets 2020: $1,941,757Liabilities 2020: $86,108Net Assets 2020: $1,855,6492020Assets 2021: $1,932,650Liabilities 2021: $121,731Net Assets 2021: $1,810,9192021Assets 2022: $2,438,345Liabilities 2022: $671,748Net Assets 2022: $1,766,5972022Assets 2023: $2,602,244Liabilities 2023: $977,215Net Assets 2023: $1,625,0292023Assets 2024: $2,554,492Liabilities 2024: $1,054,678Net Assets 2024: $1,499,8142024Assets 2025: $2,509,997Liabilities 2025: $1,159,628Net Assets 2025: $1,350,3692025

Highlighted filing

2014

Assets$2,216,628
Liabilities$41,375
Net Assets$2,175,253

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $377,3562011Expenses 2012: $370,7942012Expenses 2013: $357,3432013Revenue 2014: $335,926Expenses 2014: $419,016Net Income 2014: -$83,0902014Revenue 2015: $336,289Expenses 2015: $422,696Net Income 2015: -$86,4072015Revenue 2016: $352,271Expenses 2016: $416,050Net Income 2016: -$63,7792016Revenue 2017: $349,102Expenses 2017: $408,595Net Income 2017: -$59,4932017Revenue 2018: $373,834Expenses 2018: $404,012Net Income 2018: -$30,1782018Revenue 2019: $402,834Expenses 2019: $408,338Net Income 2019: -$5,5042019Revenue 2020: $415,039Expenses 2020: $472,210Net Income 2020: -$57,1712020Revenue 2021: $421,660Expenses 2021: $466,390Net Income 2021: -$44,7302021Revenue 2022: $435,134Expenses 2022: $479,456Net Income 2022: -$44,3222022Revenue 2023: $421,058Expenses 2023: $562,626Net Income 2023: -$141,5682023Revenue 2024: $447,732Expenses 2024: $572,947Net Income 2024: -$125,2152024Revenue 2025: $492,270Expenses 2025: $641,715Net Income 2025: -$149,4452025

Highlighted filing

2014

Revenue$335,926
Expenses$419,016
Net Income-$83,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$335,926
Mission and Program Overview

Mission

Provides housing for elderly and disabled persons and families under section 202 of the national housing act under an agreement with the department of hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,092,106$2,067,788▼ $24,318
Cash and Non-Interest-Bearing Accounts$30,044$21,224▼ $8,820
Prepaid Expenses and Deferred Charges$13,030$12,835▼ $195
Accounts Receivable$71,751$1,063▼ $70,688
Total Assets$2,319,880$2,216,628▼ $103,252
Other Assets Total$112,949$113,718▲ $769
Liabilities
Other Liabilities$15,070$16,454▲ $1,384
Mortgage Notes Payable Secured by Investment Property$12,940$12,940→ $0
Accounts Payable and Accrued Expenses$33,509$11,886▼ $21,623
Deferred Revenue$18$95▲ $77
Total Liabilities$61,537$41,375▼ $20,162
Net Assets / Fund Balance
Unrestricted Net Assets$2,258,343$2,175,253▼ $83,090
Total Net Assets Fund Balance$2,258,343$2,175,253▼ $83,090
Total Liabilities and Net Assets / Fund Balance$2,319,880$2,216,628▼ $103,252

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,811,871$1,294,946$3,106,817
Land$189,000-$189,000
Other Land Buildings$61,843$72,320$134,163
Equipment$5,074$7,683$12,757
Other Assets Org$19,812--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Thomas D TurnbullAsst. Sec/as$340,573$340,573
David T BowmanAsst. Sec/as$281,374$281,374
Joseph a BudzynskiAsst. Sec/tr$246,967$246,967
Nancy GavinAsst Sec/ass$212,691$212,691
Deborah PerryAsst. Sec/as$181,587$181,587

Board Members and Trustees

NameTitle
C David KikumotoBoard Chair
Michael W KingPresident
Shawn B BloomBoard Vice C
Ann SchnareDirector
Carlos MaeseDirector
John MorlandDirector
Karen DaleDirector
Michael SpilaneDirector
Michael SullivanDirector
Stephen WakefieldDirector
Wilfred N Cooper SrDirector
Nancy GavinAsst Sec/asst Treas
Patrick SheridanAsst. Sec.
Robin KellerAsst. Sec.
David T BowmanAsst. Sec/asst Treas
Deborah PerryAsst. Sec/asst Treas
Thomas D TurnbullAsst. Sec/asst Treas
Joseph a BudzynskiAsst. Sec/treas, CFO
Robert D GibsonKey Employee
Wayne C OlsonKey Employee
Carol MooreSecretary
Nancy J FeldmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$334,417
Investment Income
$1,509
Other Revenue
$0
Change in Net Assets
$-83,090

Audited Revenue Reconciliation

Revenue per Audited Statements
$335,926
Total Revenue per Audited Statements
$335,926
Total Revenue per Form 990
$335,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,702
Salaries, Compensation, and Employee Benefits$44,314
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$99,790--$99,790
Occupancy$62,938--$62,938
Other Salaries and Wages$43,078--$43,078
Fees for Services Management-$39,876-$39,876
Office Expenses$23,217--$23,217
Fees for Services Accounting-$10,834-$10,834
Advertising$2,620--$2,620
Conferences and Meetings$1,854--$1,854
Payroll Taxes$1,236--$1,236
Insurance$681--$681
Other Expenses$103--$103
Total Functional Expenses$368,306$50,710$0$419,016

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$419,016
Total Expenses per Audited Statements$419,016
Total Expenses per Form 990$419,016
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
Deposits Held in Trust-funded$16,454
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

The organizations governing body delegated broad authority to an executive committee. The executive committee is composed of the following five officers of the organization: chair, president, vice chair, secretary, and treasurer. There are no executive committee members who are not on the governing body. The executive committee has the authority of the governing body in the management of the business of the organization.

Form 990, Page 6, Part VI, Line 2

Michael king president dir and/or officer of voa david bowman asst. Sec./a dir and/or officer of voa thomas turnbull asst. Sec./a dir and/or officer of voa patrick sheridan assistant se dir and/or officer of voa joseph budzynski asst. Sec./a dir and/or officer of voa nancy gavin asst. Sec./a dir and/or officer of voa deborah perry asst. Sec./a dir and/or officer of voa robin keller assistant se dir and/or officer of voa

Form 990, Page 6, Part VI, Line 3

The organization has no employees, and has delegated control over certain property management duties to volunteers of america southeast pursuant to a property management agreement. Volunteers of america national services, as the parent and sponsoring corporation, assists in providing to its subordinate corporations general and administrative supervision, financial management, quality assurance, regulatory compliance, real estate development and strategic planning.

Form 990, Page 6, Part VI, Line 7A

Yes. Volunteers of america, inc. Has the right to appoint or approve directors and volunteers of america, inc. Has, in turn, transferred this authority to volunteers of america national services.

Form 990, Page 6, Part VI, Line 7B

The articles of incorporation and bylaws of the corporation may not be amended without the prior written approval of the secretary of the u.s. Department of housing and urban development. Directors may be removed with or without cause at the request of the u.s. Department of housing and urban development. The bylaws may not be amended without the prior written consent of volunteers of america, inc.

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

The final form 990 is reviewed by asset management and an officer of the board of directors prior to filing with the irs. All members of the organizations board of directors and all officers of the board are also provided an opportunity to review the form 990 in electronic form immediately prior to filing.

Form 990, Page 6, Part VI, Line 12C

The policy requires officers, directors and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event actual or potential conflicts arise. Conflicts of interest are reviewed by the board of directors. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Page 6, Part VI, Line 19

Available at the address below: 1660 duke street alexandria, va 22314

Filing and Contact Details

Filer

EIN
72-1288658
Phone
7033415000

Signing Officer

Name
Thomas D Turnbull
Title
Asst. Sec/treas
Phone
7033415000
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1995
Legal Domicile
Ms
Voting Board Members
13
Independent Board Members
11
Employees
0

Preparer

Preparer
William B Beale
Phone
2259263360
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASST. SEC/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASST SEC/ASS
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASST. SEC/AS
IRS990/Form990PartVIISectionAGrp/TitleTxt20KEY EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21KEY EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0335926
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0681
IRS990/InsuranceGrp/TotalAmt0681
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01509
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IRS990/LandBldgEquipAccumDeprecAmt01374949
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02092106
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02067788
IRS990/LandBldgEquipCostOrOtherBssAmt03442737
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES HOUSING FOR ELDERLY AND DISABLED PERSONS AND FAMILIES UNDER SECTION 202 OF THE NATIONAL HOUSING ACT UNDER AN AGREEMENT WITH THE DEPARTMENT OF HUD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012940
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012940
IRS990/NetAssetsOrFundBalancesBOYAmt02258343
IRS990/NetAssetsOrFundBalancesEOYAmt02175253
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt062938
IRS990/OccupancyGrp/TotalAmt062938
IRS990/OfficeExpensesGrp/ProgramServicesAmt023217
IRS990/OfficeExpensesGrp/TotalAmt023217
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112949
IRS990/OtherAssetsTotalGrp/EOYAmt0113718
IRS990/OtherExpensesGrp/Desc0OPERATING
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc2MISC TAXES
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrincipalOfficerNm0SAME AS C ABOVE
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-83090
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0990
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0585
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0324045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0297017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0304475
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01509
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0545
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01379
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IRS990ScheduleA/PublicSupportTotal509Amt01609553
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0324045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0297017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0304475
IRS990ScheduleA/Total509Grp/TotalAmt01609553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0335926
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0325035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0297602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0305854
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01614561
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01811871
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01294946
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03106817
IRS990ScheduleD/EquipmentGrp/BookValueAmt05074
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07683

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$1.16$1.35$0.49$0.64$0.15
2024Summary only. Only limited summary data is available for this year.$2.55$1.05$1.50$0.45$0.57$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.98$1.63$0.42$0.56$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.67$1.77$0.44$0.48$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.12$1.81$0.42$0.47$0.04
2020Summary only. Only limited summary data is available for this year.$1.94$0.09$1.86$0.42$0.47$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.05$1.91$0.40$0.41$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.06$1.92$0.37$0.40$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.06$1.95$0.35$0.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.10$2.01$0.35$0.42$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.07$2.09$0.34$0.42$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.04$2.18$0.34$0.42$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.06$2.26$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.04$2.27$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.05$2.31$0.38