Liabilities / Assets
98th percentile
Higher debt load relative to assets than 98% of similar nonprofits.
Merrill Road Housing Corporation
990EZ • Fiscal year 2013 • EIN 77-0411307
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
3.33x
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Balance Sheet
Assets
Up$20,108
Up $3,148 (+19%) from 2012
Net Assets
Down-$46,824
Down $716 (-1.6%) from 2012
Liabilities
Up$66,932
Up $3,864 (+6.1%) from 2012
Revenue And Expenses
Revenue
Down$12,003
Down $4 (-0.0%) from 2012
Expenses
Down$12,719
Down $15 (-0.1%) from 2012
Net Income
Up-$716
Up $11 (+1.5%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Aug 5, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $12,003
Mission and Program Overview
Mission
The exempt purposes are: provide for low income persons, and serve as general partner of a limited partnership that owns/operates housing for low income persons.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED AFFORDABLE HOUSING FOR LOW & MODERATE INCOME HOUSEHOLDS, THROUGH OPERATION OF A 15 UNIT COMPLEX LOCATED IN APTOS, CALIFORNIA | $0 | $12,719 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| OWEN LAWLOR | Chair | - | $0 | - | - |
| RON POMERANTZ | Vice-Chair | - | $0 | - | - |
| CAROL BERG | Director | - | $0 | - | - |
| BUD WINSLOW | Director | - | $0 | - | - |
| RICHARD SCHMALE | Director | - | $0 | - | - |
| LIGAYA ELIGIO | Director | - | $0 | - | - |
| VACANT POSITION | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 77-0411307
- Phone
- 8314549455
Signing Officer
- Name
- Ken Cole
- Title
- Secretary
- Phone
- 8314549455
- Signed
- 2014-08-05
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Robert Smiley
- Phone
- 8314236500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income merrill road associates k-1. Amount:”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: loss from merrill road associates low income housing project k-1. Amount: 719. Description: contract services to provide management of low income housing. Amount: 12,000. Total to form 990-ez, line 16: 12,719.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 16,960. End of year amount: 20,108.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: contract services payable housing authority of santa cruz. Beg. Of year amount: 16,960. End of year amount: 20,108. Description: investment merrill road housing a california limited partnership. Beg. Of year amount: 46,108. End of year amount: 46,824.”
Raw XML Appendix159 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | PAMELA SMITH FINANCE DIRECTOR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8314549455 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | HOUSING AUTHORITY 2931 MISSION ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | SANTA CRUZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 95060 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -716 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16960 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 20108 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12003 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -46108 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -46824 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -46108 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -46824 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | OWEN LAWLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RON POMERANTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CAROL BERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BUD WINSLOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICHARD SCHMALE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LIGAYA ELIGIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | VACANT POSITION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 16960 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 20108 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12719 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE EXEMPT PURPOSES ARE: PROVIDE FOR LOW INCOME PERSONS, AND SERVE AS GENERAL PARTNER OF A LIMITED PARTNERSHIP THAT OWNS/OPERATES HOUSING FOR LOW INCOME PERSONS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 12000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED AFFORDABLE HOUSING FOR LOW & MODERATE INCOME HOUSEHOLDS, THROUGH OPERATION OF A 15 UNIT COMPLEX LOCATED IN APTOS, CALIFORNIA |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12719 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 63068 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 66932 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 12719 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12719 |
| IRS990EZ/TotalRevenueAmt | 0 | 12003 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HACOSANTACRUZ.ORG |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 941699385 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 8 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | HOUSING AUTHORITY OF COUNTY OF SANTA CRUZ |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | 1 |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME MERRILL ROAD ASSOCIATES K-1. AMOUNT: |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: LOSS FROM MERRILL ROAD ASSOCIATES LOW INCOME HOUSING PROJECT K-1. AMOUNT: 719. DESCRIPTION: CONTRACT SERVICES TO PROVIDE MANAGEMENT OF LOW INCOME HOUSING. AMOUNT: 12,000. TOTAL TO FORM 990-EZ, LINE 16: 12,719. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 16,960. END OF YEAR AMOUNT: 20,108. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CONTRACT SERVICES PAYABLE HOUSING AUTHORITY OF SANTA CRUZ. BEG. OF YEAR AMOUNT: 16,960. END OF YEAR AMOUNT: 20,108. DESCRIPTION: INVESTMENT MERRILL ROAD HOUSING A CALIFORNIA LIMITED PARTNERSHIP. BEG. OF YEAR AMOUNT: 46,108. END OF YEAR AMOUNT: 46,824. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEN COLE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8314549455 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | MERRILL ROAD HOUSING CORPORATION CO |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | HOUSING AUTHORITY COUNTY OF SANTA CRUZ |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MERR |
| ReturnHeader/Filer/EIN | 0 | 770411307 |
| ReturnHeader/Filer/PhoneNum | 0 | 8314549455 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 2931 MISSION STREET |
| ReturnHeader/Filer/USAddress/City | 0 | SANTA CRUZ |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 95060 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 942763139 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BERGER LEWIS ACCOUNTANCY CORP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 740 FRONT STREET SUITE 365 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SANTA CRUZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 950604550 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8314236500 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT SMILEY |
| ReturnHeader/ReturnTs | 0 | 2014-08-12T11:54:04-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $20,108
- Liabilities
- $66,932
- Net assets
- -$46,824
- Revenue
- $12,003
- Expenses
- $12,719
- Net income
- -$716