Civic Intelligence

Plan Homes Inc.

990 • Fiscal year 2021 • EIN 75-2736501

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization ProfileN/A
13321 Emily RoadDallas, TX 75240

(972) 424-9468

Siviq Scores

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

Liabilities / Assets

54th percentile

0.04x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

25th percentile

-1.3%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

1.8%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$647,633

Down $8,819 (-1.3%) from 2020

Net Assets

Down

$624,394

Down $19,669 (-3.1%) from 2020

Liabilities

Up

$23,239

Up $10,850 (+88%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin13th percentile

Revenue

Up

$118,609

Up $2,050 (+1.8%) from 2020

Expenses

Down

$138,278

Down $11,650 (-7.8%) from 2020

Net Income

Up

-$19,669

Up $13,700 (+41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.0M$500K$0Assets 2011: $895,034Liabilities 2011: $16,943Net Assets 2011: $878,0912011Assets 2012: $858,713Liabilities 2012: $8,385Net Assets 2012: $850,3282012Assets 2013: $933,153Liabilities 2013: $15,779Net Assets 2013: $917,3742013Assets 2014: $948,838Liabilities 2014: $14,732Net Assets 2014: $934,1062014Assets 2015: $938,388Liabilities 2015: $11,304Net Assets 2015: $927,0842015Assets 2016: $764,834Liabilities 2016: $13,658Net Assets 2016: $751,1762016Assets 2017: $738,687Liabilities 2017: $13,008Net Assets 2017: $725,6792017Assets 2018: $711,832Liabilities 2018: $15,184Net Assets 2018: $696,6482018Assets 2019: $690,309Liabilities 2019: $12,877Net Assets 2019: $677,4322019Assets 2020: $656,452Liabilities 2020: $12,389Net Assets 2020: $644,0632020Assets 2021: $647,633Liabilities 2021: $23,239Net Assets 2021: $624,3942021Assets 2022: $608,296Liabilities 2022: $32,820Net Assets 2022: $575,4762022Assets 2023: $588,546Liabilities 2023: $30,037Net Assets 2023: $558,5092023Assets 2024: $580,418Liabilities 2024: $57,194Net Assets 2024: $523,2242024

Highlighted filing

2021

Assets$647,633
Liabilities$23,239
Net Assets$624,394
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,451Expenses 2011: $107,306Net Income 2011: -$13,8552011Revenue 2012: $95,413Expenses 2012: $123,176Net Income 2012: -$27,7632012Revenue 2013: $200,679Expenses 2013: $133,633Net Income 2013: $67,0462013Revenue 2014: $142,381Expenses 2014: $125,649Net Income 2014: $16,7322014Revenue 2015: $115,468Expenses 2015: $122,490Net Income 2015: -$7,0222015Revenue 2016: $116,913Expenses 2016: $147,551Net Income 2016: -$30,6382016Revenue 2017: $108,650Expenses 2017: $134,147Net Income 2017: -$25,4972017Revenue 2018: $108,127Expenses 2018: $137,158Net Income 2018: -$29,0312018Revenue 2019: $110,606Expenses 2019: $129,822Net Income 2019: -$19,2162019Revenue 2020: $116,559Expenses 2020: $149,928Net Income 2020: -$33,3692020Revenue 2021: $118,609Expenses 2021: $138,278Net Income 2021: -$19,6692021Revenue 2022: $122,156Expenses 2022: $171,074Net Income 2022: -$48,9182022Revenue 2023: $130,996Expenses 2023: $147,963Net Income 2023: -$16,9672023Revenue 2024: $140,847Expenses 2024: $176,132Net Income 2024: -$35,2852024

Highlighted filing

2021

Revenue$118,609
Expenses$138,278
Net Income-$19,669
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$118,609
Mission and Program Overview

Mission

Provide low-cost affordable housing for adults who have a serious and persistent mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$615,725$589,277▼ $26,448
Savings and Temporary Cash Investments$31,869$37,893▲ $6,024
Cash and Non-Interest-Bearing Accounts$1,311$11,509▲ $10,198
Prepaid Expenses and Deferred Charges$5,082$6,661▲ $1,579
Accounts Receivable$1,533$1,817▲ $284
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$656,452$647,633▼ $8,819
Other Assets Total$932$476▼ $456
Liabilities
Other Liabilities$7,926$17,746▲ $9,820
Accounts Payable and Accrued Expenses$4,463$5,493▲ $1,030
Total Liabilities$12,389$23,239▲ $10,850
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,205,591$1,205,135▼ $456
Net Assets Without Donor Restrictions$-561,528$-580,741▼ $19,213
Total Net Assets Fund Balance$644,063$624,394▼ $19,669
Total Liabilities and Net Assets / Fund Balance$656,452$647,633▼ $8,819

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$460,963$594,201$1,055,164
Land$128,314-$128,314
Equipment-$16,064$16,064
Other Land Buildings-$11,038$11,038
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Chris KerbowPresident
Herb KiblerVice President
Sam FergusonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,583
Investment Income
$26
Other Revenue
$0
Change in Net Assets
$-19,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,609
Total Revenue per Audited Statements
$118,609
Total Revenue per Form 990
$118,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,819
Salaries, Compensation, and Employee Benefits$18,459
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$26,448--$26,448
Fees for Services Management$15,712--$15,712
Other Salaries and Wages$14,750--$14,750
Insurance$11,040--$11,040
Fees for Services Accounting$8,373--$8,373
Office Expenses$3,569--$3,569
Other Employee Benefits$2,443--$2,443
All Other Expenses$1,432--$1,432
Payroll Taxes$1,266--$1,266
Other Expenses$900--$900
Advertising$461--$461
Total Functional Expenses$138,278$0$0$138,278

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$138,278
Total Expenses per Audited Statements$138,278
Total Expenses per Form 990$138,278
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Rent$9,925
Security Deposits$7,821
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Property Management was delegated to a third party professional property management company. All of the organizations salaries are paid by the property management company directly to property management company employees.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 reviewed by property management company and then forwarded to govening body for approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Plan Homes Inc
EIN
75-2736501
Phone
9724249468
Address
13321 EMILY ROAD, DALLAS, TX 75240

Signing Officer

Name
Chris Kerbow
Title
President
Signed
2022-09-01
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
M Group Llp
Address
515 W SOUTHLAKE BLVD Ste 150, SOUTHLAKE, TX 76092
Preparer
Michael C Martin
Phone
8178651360
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Effective January, 2009, the rules governing uncertainty in income taxes for nonpublic enterprises changed. These rules require additional disclosures for situations, if any, where the Company's tax positions are considered uncertain. This did not have a material effect on the Company's results of operations or financial position.”

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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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0107831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0108412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0561681
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0151
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.99970
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108612
IRS990ScheduleA/Total509Grp/TotalAmt0562400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108127
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0594201
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt016064
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016064
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0128314
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid Rent
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0118609
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Effective January, 2009, the rules governing uncertainty in income taxes for nonpublic enterprises changed. These rules require additional disclosures for situations, if any, where the Company's tax positions are considered uncertain. This did not have a material effect on the Company's results of operations or financial position.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0589277
IRS990ScheduleD/TotalExpensesPerForm990Amt0138278
IRS990ScheduleD/TotalLiabilityAmt017746
IRS990ScheduleD/TotalRevenuePerForm990Amt0118609
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118609
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0138278
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Property Management was delegated to a third party professional property management company. All of the organizations salaries are paid by the property management company directly to property management company employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 reviewed by property management company and then forwarded to govening body for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalLiabilitiesGrp/BOYAmt012389
IRS990/TotalLiabilitiesGrp/EOYAmt023239
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IRS990/TotalProgramServiceExpensesAmt0138278
IRS990/TotalProgramServiceRevenueAmt0118583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118609
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IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013321 EMILY ROAD
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075240
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Kerbow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLAN HOMES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA IRIS PLACE
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0752736501
ReturnHeader/Filer/PhoneNum09724249468
ReturnHeader/Filer/USAddress/AddressLine1Txt013321 EMILY ROAD

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$647,633
Liabilities
$23,239
Net assets
$624,394
Revenue
$118,609
Expenses
$138,278
Net income
-$19,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.57$5.23$1.41$1.76$0.35
2023Summary only. Only limited summary data is available for this year.$5.89$0.30$5.59$1.31$1.48$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.33$5.75$1.22$1.71$0.49
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.23$6.24$1.19$1.38$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.12$6.44$1.17$1.50$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$0.13$6.77$1.11$1.30$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$0.15$6.97$1.08$1.37$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.13$7.26$1.09$1.34$0.25
2016Summary only. Only limited summary data is available for this year.$7.65$0.14$7.51$1.17$1.48$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$0.11$9.27$1.15$1.22$0.07
2014Summary only. Only limited summary data is available for this year.$9.49$0.15$9.34$1.42$1.26$0.17
2013Detailed filing. Detailed filing data is available for this year.$9.33$0.16$9.17$2.01$1.34$0.67
2012Summary only. Only limited summary data is available for this year.$8.59$0.08$8.50$0.95$1.23$0.28
2011Summary only. Only limited summary data is available for this year.$8.95$0.17$8.78$0.93$1.07$0.14