Civic Intelligence

NBA Tucson Housing Inc

990 • Fiscal year 2013 • EIN 75-2974111

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

6251 S Commerce CT85746-6008

(520) 295-0400

Siviq Scores

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

Liabilities / Assets

96th percentile

1.35x

Higher debt load relative to assets than 96% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

10.50x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

22nd percentile

-4.4%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-0.2%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Down

$2,872,431

Down $131,507 (-4.4%) from 2012

Net Assets

Down

-$1,005,259

Down $138,020 (-16%) from 2012

Liabilities

Up

$3,877,690

Up $6,513 (+0.2%) from 2012

Revenue

$369,252

No earlier filing loaded for comparison.

Expenses

Up

$507,272

Up $22,600 (+4.7%) from 2012

Net Income

-$138,020

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.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $3,233,377Liabilities 2010: $3,864,751Net Assets 2010: -$631,3742010Assets 2011: $3,118,706Liabilities 2011: $3,867,116Net Assets 2011: -$748,4102011Assets 2012: $3,003,938Liabilities 2012: $3,871,177Net Assets 2012: -$867,2392012Assets 2013: $2,872,431Liabilities 2013: $3,877,690Net Assets 2013: -$1,005,2592013Assets 2014: $2,734,193Liabilities 2014: $3,870,032Net Assets 2014: -$1,135,8392014Assets 2015: $2,571,097Liabilities 2015: $3,867,200Net Assets 2015: -$1,296,1032015Assets 2016: $2,456,005Liabilities 2016: $3,923,105Net Assets 2016: -$1,467,1002016Assets 2017: $2,249,375Liabilities 2017: $3,874,912Net Assets 2017: -$1,625,5372017Assets 2018: $2,165,398Liabilities 2018: $3,881,720Net Assets 2018: -$1,716,3222018Assets 2019: $2,107,252Liabilities 2019: $3,875,055Net Assets 2019: -$1,767,8032019Assets 2020: $2,055,034Liabilities 2020: $3,915,387Net Assets 2020: -$1,860,3532020Assets 2021: $1,969,330Liabilities 2021: $3,873,779Net Assets 2021: -$1,904,4492021Assets 2022: $1,962,954Liabilities 2022: $3,938,280Net Assets 2022: -$1,975,3262022Assets 2023: $1,955,044Liabilities 2023: $3,944,428Net Assets 2023: -$1,989,3842023Assets 2024: $1,990,656Liabilities 2024: $4,027,640Net Assets 2024: -$2,036,9842024

Highlighted filing

2013

Assets$2,872,431
Liabilities$3,877,690
Net Assets-$1,005,259

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $486,6152010Revenue 2011: $370,732Expenses 2011: $487,768Net Income 2011: -$117,0362011Expenses 2012: $484,6722012Revenue 2013: $369,252Expenses 2013: $507,272Net Income 2013: -$138,0202013Revenue 2014: $362,261Expenses 2014: $492,841Net Income 2014: -$130,5802014Revenue 2015: $364,676Expenses 2015: $524,940Net Income 2015: -$160,2642015Revenue 2016: $370,686Expenses 2016: $541,682Net Income 2016: -$170,9962016Revenue 2017: $415,861Expenses 2017: $574,298Net Income 2017: -$158,4372017Revenue 2018: $474,858Expenses 2018: $565,643Net Income 2018: -$90,7852018Revenue 2019: $528,095Expenses 2019: $579,576Net Income 2019: -$51,4812019Revenue 2020: $582,358Expenses 2020: $674,908Net Income 2020: -$92,5502020Revenue 2021: $581,698Expenses 2021: $625,794Net Income 2021: -$44,0962021Revenue 2022: $606,862Expenses 2022: $677,739Net Income 2022: -$70,8772022Revenue 2023: $689,512Expenses 2023: $703,570Net Income 2023: -$14,0582023Revenue 2024: $668,150Expenses 2024: $715,750Net Income 2024: -$47,6002024

Highlighted filing

2013

Revenue$369,252
Expenses$507,272
Net Income-$138,020
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.0
Gross Receipts
$369,252
Mission and Program Overview

Mission

The mission of nba tucson housing, inc. Is to provide decent, safe, sanitary housing and supportive services that enhance the well-being and quality of life for very low income elderly persons.

To provide housing for elderly low-income persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,816,858$2,686,430▼ $130,428
Cash and Non-Interest-Bearing Accounts$25,936$12,956▼ $12,980
Prepaid Expenses and Deferred Charges$5,552$5,908▲ $356
Accounts Receivable$3,482$1,563▼ $1,919
Total Assets$3,003,938$2,872,431▼ $131,507
Other Assets Total$152,110$165,574▲ $13,464
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,813,400$3,813,400→ $0
Accounts Payable and Accrued Expenses$29,642$36,143▲ $6,501
Other Liabilities$28,135$28,147▲ $12
Total Liabilities$3,871,177$3,877,690▲ $6,513
Net Assets / Fund Balance
Unrestricted Net Assets$-867,239$-1,005,259▼ $138,020
Total Net Assets Fund Balance$-867,239$-1,005,259▼ $138,020
Total Liabilities and Net Assets / Fund Balance$3,003,938$2,872,431▼ $131,507

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,298,900$1,200,929-
Other Land Buildings$81,314$59,618-
Land$305,000--
Equipment$1,216$32,659-
Other Assets Org$21,298--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim MurphyPresident
Tom CowdryVice President
Bill Estes IiiDirector
Carl JorgensenDirector
Frances OrmanDirector
Marcha TaltonDirector
William WillisDirector
Joy TaylorSecretary
Karen FieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,061
Program Service Revenue
$160,486
Investment Income
$214
Other Revenue
$3,491
Change in Net Assets
$-138,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$369,252
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$369,252
Total Revenue per Form 990
$369,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,392
Salaries, Compensation, and Employee Benefits$132,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$138,410--$138,410
Other Salaries and Wages$100,805--$100,805
All Other Expenses$33,200--$33,200
Fees for Services Management$27,360--$27,360
Other Employee Benefits$21,039--$21,039
Office Expenses$17,571--$17,571
Other Expenses$14,999--$14,999
Fees for Services Accounting$12,345--$12,345
Insurance$11,679--$11,679
Payroll Taxes$11,036--$11,036
Conferences and Meetings$2,099--$2,099
Fees for Services Legal$1,073--$1,073
Advertising$29--$29
Total Functional Expenses$507,272$0$0$507,272

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$507,272
Total Expenses per Audited Statements$507,272
Total Expenses per Form 990$507,272
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 Security Deposits$12,658
Minimum Capital Investment$9,250
Miscellaneous Liabilities$5,849
Prepaid Revenue$390
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, Part VI, Section A, Line 3

Management duties are performed by biltmore properties, inc.

Form 990, Part VI, Section B, Line 11

A copy of form 990 is provided to the organization's governing body for review before it is filed.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
75-2974111
Phone
5202950400

Signing Officer

Name
Jim Murphy
Title
President
Phone
5206244691
Signed
2014-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Murphy
Formed
2002
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
C Wesley Addison Pc
Phone
5203275025
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

The board of directors works with the management company to select the independent auditor and oversee the audit.

Raw XML AppendixShowing 400 of 435 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.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0205061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0211466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0219463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0218943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0223155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01078088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0265
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0976
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0764918
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0414
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0443
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04748
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99470
IRS990ScheduleA/PublicSupportPY170Pct00.99760
IRS990ScheduleA/PublicSupportTotal170Amt01078088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0211466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0218943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0223155
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01078088
IRS990ScheduleA/TotalSupportAmt01083812
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02298900
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01200929
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03499829
IRS990ScheduleD/EquipmentGrp/BookValueAmt01216
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032659
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt033875
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0507272
IRS990ScheduleD/LandGrp/BookValueAmt0305000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0305000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0115528
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt116632
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt212116
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt321298
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT'S SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt081314
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt059618
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0140932
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MINIMUM CAPITAL INVESTMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MISCELLANEOUS LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PREPAID REVENUE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0369252
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02686430
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0165574
IRS990ScheduleD/TotalExpensesPerForm990Amt0507272
IRS990ScheduleD/TotalLiabilityAmt028147
IRS990ScheduleD/TotalRevenuePerForm990Amt0369252
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0369252
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0507272
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES ARE PERFORMED BY BILTMORE PROPERTIES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS WORKS WITH THE MANAGEMENT COMPANY TO SELECT THE INDEPENDENT AUDITOR AND OVERSEE THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03003938
IRS990/TotalAssetsEOYAmt02872431
IRS990/TotalAssetsGrp/BOYAmt03003938
IRS990/TotalAssetsGrp/EOYAmt02872431
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0205061
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0507272
IRS990/TotalFunctionalExpensesGrp/TotalAmt0507272
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03871177
IRS990/TotalLiabilitiesEOYAmt03877690
IRS990/TotalLiabilitiesGrp/BOYAmt03871177
IRS990/TotalLiabilitiesGrp/EOYAmt03877690
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-867239
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1005259
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0507272
IRS990/TotalProgramServiceRevenueAmt0160486
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0164191
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0369252
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03003938
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02872431
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-867239
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1005259
IRS990/UponRequestInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$4.03$2.04$0.67$0.72$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.96$3.94$1.99$0.69$0.70$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.96$3.94$1.98$0.61$0.68$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.97$3.87$1.90$0.58$0.63$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.06$3.92$1.86$0.58$0.67$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.11$3.88$1.77$0.53$0.58$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.17$3.88$1.72$0.47$0.57$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.25$3.87$1.63$0.42$0.57$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.46$3.92$1.47$0.37$0.54$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.57$3.87$1.30$0.36$0.52$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.73$3.87$1.14$0.36$0.49$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.87$3.88$1.01$0.37$0.51$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$3.87$0.87$0.48
2011Summary only. Only limited summary data is available for this year.$3.12$3.87$0.75$0.37$0.49$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$3.86$0.63$0.49
Peer Organizations

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