Civic Intelligence

St Stephen Inc

990 • Fiscal year 2024 • EIN 75-2731061

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 27, 2025

Organization Profile
2920 Forest Lane Box 415Dallas, TX 75234-5202

(972) 241-1272

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$211,338

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

4.7%

Faster revenue growth than 43% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$5,930,168

Up $629,799 (+12%) from 2023

Net Assets

Up

$5,691,260

Up $618,216 (+12%) from 2023

Liabilities

Up

$238,908

Up $11,583 (+5.1%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin74th percentile

Revenue

Up

$2,819,083

Up $126,721 (+4.7%) from 2023

Expenses

Up

$2,241,246

Up $123,686 (+5.8%) from 2023

Net Income

Up

$577,837

Up $3,035 (+0.5%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,114,061Liabilities 2010: $3,275,566Net Assets 2010: $838,4952010Assets 2011: $4,087,308Liabilities 2011: $3,147,183Net Assets 2011: $940,1252011Assets 2012: $4,158,498Liabilities 2012: $2,991,663Net Assets 2012: $1,166,8352012Assets 2013: $5,242,917Liabilities 2013: $4,347,102Net Assets 2013: $895,8152013Assets 2014: $5,331,837Liabilities 2014: $4,258,446Net Assets 2014: $1,073,3912014Assets 2015: $5,502,628Liabilities 2015: $4,178,514Net Assets 2015: $1,324,1142015Assets 2016: $5,570,405Liabilities 2016: $4,010,215Net Assets 2016: $1,560,1902016Assets 2017: $5,778,897Liabilities 2017: $3,937,882Net Assets 2017: $1,841,0152017Assets 2018: $6,072,891Liabilities 2018: $3,874,434Net Assets 2018: $2,198,4572018Assets 2019: $6,456,736Liabilities 2019: $3,815,759Net Assets 2019: $2,640,9772019Assets 2020: $4,950,533Liabilities 2020: $1,818,800Net Assets 2020: $3,131,7332020Assets 2021: $4,047,521Liabilities 2021: $191,117Net Assets 2021: $3,856,4042021Assets 2022: $4,762,446Liabilities 2022: $297,648Net Assets 2022: $4,464,7982022Assets 2023: $5,300,369Liabilities 2023: $227,325Net Assets 2023: $5,073,0442023Assets 2024: $5,930,168Liabilities 2024: $238,908Net Assets 2024: $5,691,2602024

Highlighted filing

2024

Assets$5,930,168
Liabilities$238,908
Net Assets$5,691,260
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,674,1742010Expenses 2011: $1,719,1202011Expenses 2012: $1,694,3942012Revenue 2013: $1,986,726Expenses 2013: $1,821,499Net Income 2013: $165,2272013Revenue 2014: $2,016,598Expenses 2014: $1,839,015Net Income 2014: $177,5832014Revenue 2015: $2,051,396Expenses 2015: $1,799,401Net Income 2015: $251,9952015Revenue 2016: $2,062,881Expenses 2016: $1,825,465Net Income 2016: $237,4162016Revenue 2017: $2,131,421Expenses 2017: $1,844,478Net Income 2017: $286,9432017Revenue 2018: $2,281,636Expenses 2018: $1,924,369Net Income 2018: $357,2672018Revenue 2019: $2,378,624Expenses 2019: $1,943,328Net Income 2019: $435,2962019Revenue 2020: $2,436,998Expenses 2020: $1,948,213Net Income 2020: $488,7852020Revenue 2021: $2,601,926Expenses 2021: $1,877,255Net Income 2021: $724,6712021Revenue 2022: $2,550,264Expenses 2022: $1,922,794Net Income 2022: $627,4702022Revenue 2023: $2,692,362Expenses 2023: $2,117,560Net Income 2023: $574,8022023Revenue 2024: $2,819,083Expenses 2024: $2,241,246Net Income 2024: $577,8372024

Highlighted filing

2024

Revenue$2,819,083
Expenses$2,241,246
Net Income$577,837
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 27, 2025
Return Version
2024v5.0
Gross Receipts
$2,819,083
Mission and Program Overview

Mission

Provide affordable rental apartments to low income persons within the guidelines of revproc 96-32

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,207,751$3,047,201▼ $160,550
Cash and Non-Interest-Bearing Accounts$916,877$1,661,542▲ $744,665
Investments Other Securities$1,069,026$1,109,405▲ $40,379
Prepaid Expenses and Deferred Charges$89,693$94,556▲ $4,863
Accounts Receivable$17,022$17,464▲ $442
Total Assets$5,300,369$5,930,168▲ $629,799
Liabilities
Other Liabilities$116,485$124,115▲ $7,630
Deferred Revenue$89,218$65,850▼ $23,368
Accounts Payable and Accrued Expenses$21,622$48,943▲ $27,321
Total Liabilities$227,325$238,908▲ $11,583
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,073,044$5,691,260▲ $618,216
Total Net Assets Fund Balance$5,073,044$5,691,260▲ $618,216
Total Liabilities and Net Assets / Fund Balance$5,300,369$5,930,168▲ $629,799

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,573,142$5,389,202$6,962,344
Other Land Buildings$949,979$1,939,940$2,889,919
Land$465,780-$465,780
Equipment$58,300$187,654$245,954
Other Securities$1,109,405--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Joseph W DingmanTreasurer$3,600$3,600

Board Members and Trustees

NameTitle
Sister Mary Anne Owens SsndPresident
Anthony S LevatinoDirector
David LeiningerDirector
Keith ManoyDirector
Rocio GarciaDirector
Shannon OrtlebCOO
Sister Kathleen Bauer SsndSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,756,865
Investment Income
$62,218
Other Revenue
$0
Change in Net Assets
$577,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,819,083
Total Revenue per Audited Statements
$2,819,083
Total Revenue per Form 990
$2,819,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,795,618
Salaries, Compensation, and Employee Benefits$445,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$733,276--$733,276
Depreciation Depletion$542,704--$542,704
Other Salaries and Wages$378,589--$378,589
Fees for Services Management-$122,620-$122,620
Other Employee Benefits$39,179--$39,179
Office Expenses$38,020--$38,020
Payroll Taxes$27,860--$27,860
Advertising$12,851--$12,851
Fees for Services Accounting-$10,670-$10,670
Other Expenses$6,167--$6,167
Fees for Services Legal-$4,914-$4,914
Insurance$2,586--$2,586
Total Functional Expenses$2,103,042$138,204$0$2,241,246

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,241,246
Total Expenses per Audited Statements$2,241,246
Total Expenses per Form 990$2,241,246
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
Security Deposits$124,115
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Apartment operations are managed by a professional property management com pany.”

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

“Directors receive copies of the 990 for their review prior to filing.”

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

“There were no transactions with or compensation to board members by the organization during the year.”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
St Stephen Inc
EIN
75-2731061
Phone
9722411272
Address
2920 FOREST LANE BOX 415, DALLAS, TX 75234-5202
Doing Business As
Westlake Village

Signing Officer

Name
Joseph W Dingman
Title
Treasurer
Phone
9722411272
Signed
2025-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Mary Anne Owens Ssnd
Formed
1997
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
Jason R Pennington
Phone
2259263360
Supplemental Narrative

Additional Explanations

Form 990

“The organization's mission is to provide rental apartments to low income persons within the guidelines of rev. Proc. 96-32 and deed restrictions.”

Raw XML AppendixShowing 400 of 524 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/BOYAmt021622
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt048943
IRS990/AccountsReceivableGrp/BOYAmt017022
IRS990/AccountsReceivableGrp/EOYAmt017464
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/ProgramServicesAmt012851
IRS990/AdvertisingGrp/TotalAmt012851
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RPM LIVING LLC
IRS990/BooksInCareOfDetail/PhoneNum04694446581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08111 PRESTON SUITE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075225
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0916877
IRS990/CashNonInterestBearingGrp/EOYAmt01661542
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt062218
IRS990/CYOtherExpensesAmt01795618
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02756865
IRS990/CYRevenuesLessExpensesAmt0577837
IRS990/CYSalariesCompEmpBnftPaidAmt0445628
IRS990/CYTotalExpensesAmt02241246
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02819083
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt089218
IRS990/DeferredRevenueGrp/EOYAmt065850
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0542704
IRS990/DepreciationDepletionGrp/TotalAmt0542704
IRS990/Desc0PROVIDING RENTAL APARTMENTS TO LOW INCOME PERSONS WITHIN THE GUIDELINES OF REV. PROC. 96-32 AND DEED RESTRICTIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0WESTLAKE VILLAGE
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02103042
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010670
IRS990/FeesForServicesAccountingGrp/TotalAmt010670
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04914
IRS990/FeesForServicesLegalGrp/TotalAmt04914
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0122620
IRS990/FeesForServicesManagementGrp/TotalAmt0122620
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt77.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0SHANNON ORTLEB
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH W DINGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROCIO GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID LEININGER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY S LEVATINO
IRS990/Form990PartVIISectionAGrp/PersonNm5KEITH MANOY
IRS990/Form990PartVIISectionAGrp/PersonNm6SISTER MARY ANNE OWENS SSND
IRS990/Form990PartVIISectionAGrp/PersonNm7SISTER KATHLEEN BAUER SSND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0211338
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0COO
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02819083
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02586
IRS990/InsuranceGrp/TotalAmt02586
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt062218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062218
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01069026
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01109405
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07516796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03207751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03047201
IRS990/LandBldgEquipCostOrOtherBssAmt010563997
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05073044
IRS990/NetAssetsOrFundBalancesEOYAmt05691260
IRS990/NetUnrlzdGainsLossesInvstAmt040379
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05073044
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05691260
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0733276
IRS990/OccupancyGrp/TotalAmt0733276
IRS990/OfficeExpensesGrp/ProgramServicesAmt038020
IRS990/OfficeExpensesGrp/TotalAmt038020
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039179
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039179
IRS990/OtherExpensesGrp/Desc0MISC OPERATING
IRS990/OtherExpensesGrp/Desc1MISC ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc2MISC TAXES & INS
IRS990/OtherExpensesGrp/ProgramServicesAmt0289419
IRS990/OtherExpensesGrp/ProgramServicesAmt132391
IRS990/OtherExpensesGrp/ProgramServicesAmt26167
IRS990/OtherExpensesGrp/TotalAmt0289419
IRS990/OtherExpensesGrp/TotalAmt132391
IRS990/OtherExpensesGrp/TotalAmt26167
IRS990/OtherLiabilitiesGrp/BOYAmt0116485
IRS990/OtherLiabilitiesGrp/EOYAmt0124115
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0378589
IRS990/OtherSalariesAndWagesGrp/TotalAmt0378589
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt027860
IRS990/PayrollTaxesGrp/TotalAmt027860
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089693
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt094556
IRS990/PrincipalOfficerNm0SISTER MARY ANNE OWENS SSND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0AFFORDABLE HOUSING RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02756865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02756865
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024982
IRS990/PYOtherExpensesAmt01698829
IRS990/PYProgramServiceRevenueAmt02667380
IRS990/PYRevenuesLessExpensesAmt0574802
IRS990/PYSalariesCompEmpBnftPaidAmt0418731
IRS990/PYTotalExpensesAmt02117560
IRS990/PYTotalRevenueAmt02692362
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0577837
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02756865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt062218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024982
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0903
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018750
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02756865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02667380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02549361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02601911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02418248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012993765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt062218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024982
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106868
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99180
IRS990ScheduleA/PublicSupportPY509Pct00.99270
IRS990ScheduleA/PublicSupportTotal509Amt012993765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02756865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02667380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02549361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02601911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02418248
IRS990ScheduleA/Total509Grp/TotalAmt012993765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02819083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02692362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02550264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02601926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02436998
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013100633
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01573142
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05389202
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06962344
IRS990ScheduleD/EquipmentGrp/BookValueAmt058300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187654
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0245954
IRS990ScheduleD/ExpensesSubtotalAmt02241246
IRS990ScheduleD/LandGrp/BookValueAmt0465780
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0465780
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0949979
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01939940
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02889919
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0124115
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01109405
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHORT-TERM BANK CDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt02819083
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03047201
IRS990ScheduleD/TotalBookValueSecuritiesAmt01109405
IRS990ScheduleD/TotalExpensesPerForm990Amt02241246
IRS990ScheduleD/TotalLiabilityAmt0124115
IRS990ScheduleD/TotalRevenuePerForm990Amt02819083
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02819083
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02241246
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt031338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHANNON ORTLEB
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0211338
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO PROVIDE RENTAL APARTMENTS TO LOW INCOME PERSONS WITHIN THE GUIDELINES OF REV. PROC. 96-32 AND DEED RESTRICTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APARTMENT OPERATIONS ARE MANAGED BY A PROFESSIONAL PROPERTY MANAGEMENT COM PANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS RECEIVE COPIES OF THE 990 FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE WERE NO TRANSACTIONS WITH OR COMPENSATION TO BOARD MEMBERS BY THE ORGANIZATION DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0VILLA SANTA MARIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ST CATHERINE OF SIENA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NOTRE DAME COURT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NOTRE DAME PLACE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ST JUDE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5ST MARTIN DE PORRES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6ST MARGARET INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7CENTRAL DALLAS COMMUNITY DEVELOPMEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752594955
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1752821401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2262413958
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3453155531
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4800850327
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5752504225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6821663961
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7752948028
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd7TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,930,168
Liabilities
$238,908
Net assets
$5,691,260
Revenue
$2,819,083
Expenses
$2,241,246
Net income
$577,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.24$5.69$2.82$2.24$0.58
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.23$5.07$2.69$2.12$0.57
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.30$4.46$2.55$1.92$0.63
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.19$3.86$2.60$1.88$0.72
2020Detailed filing. Detailed filing data is available for this year.$4.95$1.82$3.13$2.44$1.95$0.49
2019Detailed filing. Detailed filing data is available for this year.$6.46$3.82$2.64$2.38$1.94$0.44
2018Detailed filing. Detailed filing data is available for this year.$6.07$3.87$2.20$2.28$1.92$0.36
2017Detailed filing. Detailed filing data is available for this year.$5.78$3.94$1.84$2.13$1.84$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.57$4.01$1.56$2.06$1.83$0.24
2015Detailed filing. Detailed filing data is available for this year.$5.50$4.18$1.32$2.05$1.80$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.33$4.26$1.07$2.02$1.84$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.24$4.35$0.90$1.99$1.82$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$2.99$1.17$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$3.15$0.94$1.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$3.28$0.84$1.67