Civic Intelligence

Shared Expense Housing Education Initiative Inc.

990EZ • Fiscal year 2021 • EIN 82-3877278

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 07, 2021

Organization ProfileWWW.SEHEI.ORG
5708 Coach Gate WyndeLouisville, KY 40207

(502) 896-8242

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

80th percentile

37%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

318%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

80th percentile

66%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,438

Up $18,596 (+318%) from 2020

Net Assets

Up

$24,438

Up $30,196 (+524%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$49,952

Up $19,889 (+66%) from 2020

Expenses

Down

$31,356

Down $24,684 (-44%) from 2020

Net Income

Up

$18,596

Up $44,573 (+172%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100K$50K$0-$50KAssets 2018: $83,670Net Assets 2018: $83,6702018Assets 2019: $20,219Net Assets 2019: $20,2192019Assets 2020: $5,842Liabilities 2020: $11,600Net Assets 2020: -$5,7582020Assets 2021: $24,438Net Assets 2021: $24,4382021Assets 2022: $21,596Liabilities 2022: $02022Assets 2023: $5,301Liabilities 2023: $02023Assets 2024: $2,467Liabilities 2024: $02024Assets 2025: $2,165Net Assets 2025: $2,1652025

Highlighted filing

2021

Assets$24,438
Liabilities-
Net Assets$24,438
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $100,005Expenses 2018: $16,335Net Income 2018: $83,6702018Revenue 2019: $460Expenses 2019: $63,911Net Income 2019: -$63,4512019Revenue 2020: $30,063Expenses 2020: $56,040Net Income 2020: -$25,9772020Revenue 2021: $49,952Expenses 2021: $31,356Net Income 2021: $18,5962021Revenue 2022: $38,382Expenses 2022: $41,224Net Income 2022: -$2,8422022Revenue 2023: $37,026Expenses 2023: $53,321Net Income 2023: -$16,2952023Revenue 2024: $17,339Expenses 2024: $20,173Net Income 2024: -$2,8342024Revenue 2025: $5,977Expenses 2025: $6,279Net Income 2025: -$3022025

Highlighted filing

2021

Revenue$49,952
Expenses$31,356
Net Income$18,596
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 7, 2021
Return Version
2020v4.1
Gross Receipts
$49,952
Mission and Program Overview

Mission

Provide education in condominium/home-owners association management best practices and establish univerity course programs for the same.

Program Services

DescriptionGrantsExpenses
EDUCATION$0$28,400
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F CHANDLERPresident-$0--
STUART GOLDBERGTreasurer-$0--
JILL COOPERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Shared Expense Housing Education Initiative Inc
EIN
82-3877278
Phone
5028968242
Address
5708 COACH GATE WYNDE, LOUISVILLE, KY 40207

Signing Officer

Name
Stuart Goldberg
Title
Treasurer
Phone
5028968242
Signed
2021-11-07
Discuss with paid preparer
Yes

Preparer

Firm
BK Tax and Accounting Services PLLC
Address
4214 FINAL DR, LOUISVILLE, KY 40219
Preparer
Bonnie Jean Koran
Phone
5023967060
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK CHARGES 135.”

Form 990EZ, Part I, Line 16

“INSURANCE 1291.”

Form 990EZ, Part I, Line 20

“Ppp loan forgiven - non taxable or reportable 11600.”

Form 990EZ, Part II, Line 24

“INVESTMENT 4817.”

Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STUART GOLDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum05028968242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05708 COACH GATE WYNDE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt049952
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018596
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024438
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt049952
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-5758
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-5758
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM F CHANDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STUART GOLDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04817
IRS990EZ/OtherChangesInNetAssetsAmt011600
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION IN CONDOMINIUM/HOME-OWNERS ASSOCIATION MANAGEMENT BEST PRACTICES AND ESTABLISH UNIVERITY COURSE PROGRAMS FOR THE SAME.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031356
IRS990EZ/TotalProgramServiceExpensesAmt028400
IRS990EZ/TotalRevenueAmt049952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SEHEI.ORG
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0175207
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0175207
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0175207
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0175207
IRS990ScheduleA/TotalSupportAmt0175207
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PPP LOAN FORGIVEN - NON TAXABLE OR REPORTABLE 11600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT 4817.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05028968242
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED EXPENSE HOUSING EDUCATION INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0823877278
ReturnHeader/Filer/PhoneNum05028968242
ReturnHeader/Filer/USAddress/AddressLine1Txt05708 COACH GATE WYNDE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BK Tax and Accounting Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04214 FINAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040219
ReturnHeader/PreparerPersonGrp/PhoneNum05023967060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE JEAN KORAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-17T20:01:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBERG
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$24,438
Liabilities
-
Net assets
$24,438
Revenue
$49,952
Expenses
$31,356
Net income
$18,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.06$0.06$0.00
2024Summary only. Only limited summary data is available for this year.$0.02$0.00$0.17$0.20$0.03
2023Summary only. Only limited summary data is available for this year.$0.05$0.00$0.37$0.53$0.16
2022Summary only. Only limited summary data is available for this year.$0.22$0.00$0.38$0.41$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.50$0.31$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.12$0.06$0.30$0.56$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.20$0.00$0.64$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$1.00$0.16$0.84