Civic Intelligence

Retirement Planning Company Incorporated

990 • Fiscal year 2021 • EIN 85-0202610

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 29, 2021

Organization ProfileN/A
800 W BuckeyeDeming, NM 88030

(575) 546-9323

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.07x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

13th percentile

-13%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-4.6%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$1,988,626

Down $68,017 (-3.3%) from 2020

Net Assets

Down

$1,950,299

Down $67,633 (-3.4%) from 2020

Liabilities

Down

$38,327

Down $384 (-1.0%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin13th percentile

Revenue

Down

$526,640

Down $25,559 (-4.6%) from 2020

Expenses

Up

$594,273

Up $17,749 (+3.1%) from 2020

Net Income

Down

-$67,633

Down $43,308 (-178%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,906,923Liabilities 2012: $167,697Net Assets 2012: $1,739,2262012Assets 2013: $1,962,716Liabilities 2013: $136,450Net Assets 2013: $1,826,2662013Assets 2014: $2,017,010Liabilities 2014: $105,047Net Assets 2014: $1,911,9632014Assets 2015: $2,058,439Liabilities 2015: $78,628Net Assets 2015: $1,979,8112015Assets 2016: $2,131,241Liabilities 2016: $49,092Net Assets 2016: $2,082,1492016Assets 2017: $2,145,529Liabilities 2017: $44,682Net Assets 2017: $2,100,8472017Assets 2018: $2,053,015Liabilities 2018: $42,050Net Assets 2018: $2,010,9652018Assets 2019: $2,080,609Liabilities 2019: $38,352Net Assets 2019: $2,042,2572019Assets 2020: $2,056,643Liabilities 2020: $38,711Net Assets 2020: $2,017,9322020Assets 2021: $1,988,626Liabilities 2021: $38,327Net Assets 2021: $1,950,2992021Assets 2022: $1,850,260Liabilities 2022: $39,722Net Assets 2022: $1,810,5382022Assets 2023: $1,695,070Liabilities 2023: $40,782Net Assets 2023: $1,654,2882023Assets 2024: $1,552,058Liabilities 2024: $35,269Net Assets 2024: $1,516,7892024

Highlighted filing

2021

Assets$1,988,626
Liabilities$38,327
Net Assets$1,950,299
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $575,424Expenses 2012: $483,398Net Income 2012: $92,0262012Revenue 2013: $574,440Expenses 2013: $487,400Net Income 2013: $87,0402013Revenue 2014: $574,005Expenses 2014: $488,308Net Income 2014: $85,6972014Revenue 2015: $586,201Expenses 2015: $518,353Net Income 2015: $67,8482015Revenue 2016: $635,203Expenses 2016: $532,865Net Income 2016: $102,3382016Revenue 2017: $601,469Expenses 2017: $582,771Net Income 2017: $18,6982017Revenue 2018: $538,115Expenses 2018: $627,997Net Income 2018: -$89,8822018Revenue 2019: $555,862Expenses 2019: $524,570Net Income 2019: $31,2922019Revenue 2020: $552,199Expenses 2020: $576,524Net Income 2020: -$24,3252020Revenue 2021: $526,640Expenses 2021: $594,273Net Income 2021: -$67,6332021Revenue 2022: $509,335Expenses 2022: $649,096Net Income 2022: -$139,7612022Revenue 2023: $518,888Expenses 2023: $675,138Net Income 2023: -$156,2502023Revenue 2024: $566,910Expenses 2024: $704,409Net Income 2024: -$137,4992024

Highlighted filing

2021

Revenue$526,640
Expenses$594,273
Net Income-$67,633
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 29, 2021
Return Version
2020v4.1
Gross Receipts
$526,640
Mission and Program Overview

Mission

Retirement center rental apartments - social welfare for elderly individuals, partialy subsidized by the u.s, department of housing and urban developments - 103 units

individuals, partially subsidized by the US Department of Housing and Urban Development--103 units

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,209,493$1,244,065▲ $34,572
Cash and Non-Interest-Bearing Accounts$847,150$744,561▼ $102,589
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,056,643$1,988,626▼ $68,017
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$33,273$31,788▼ $1,485
Accounts Payable and Accrued Expenses$5,438$6,539▲ $1,101
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$38,711$38,327▼ $384
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,017,932$1,950,299▼ $67,633
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,017,932$1,950,299▼ $67,633
Total Liabilities and Net Assets / Fund Balance$2,056,643$1,988,626▼ $68,017

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$2,578,807$2,578,807
Other Land Buildings$908,579$583,600$1,492,179
Land$77,779-$77,779
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Gary JeffreysPresident
Harold C MorrowVice President
Julie BoltonMember
Merline HensleyMember
David ArriolaSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,596
Program Service Revenue
$381,224
Investment Income
$13,006
Other Revenue
$1,814
All Other Contributions
$130,596
Change in Net Assets
$-67,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,240
Salaries, Compensation, and Employee Benefits$239,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,265$97,470-$173,735
Depreciation Depletion$128,170--$128,170
Occupancy-$90,900-$90,900
Other Employee Benefits$28,054$37,244-$65,298
All Other Expenses$40,030--$40,030
Other Expenses$21,906--$21,906
Fees for Services Accounting$6,700$6,700-$13,400
Office Expenses-$10,395-$10,395
Insurance$2,768$3,242-$6,010
Fees for Services Management-$2,403-$2,403
Total Functional Expenses$345,919$248,354$0$594,273
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$31,788
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
No
Filing and Contact Details

Filer

Filer Name
Retirement Planning Co Inc
EIN
85-0202610
In Care Of
% CYNTHIA MAYNES
Phone
5755469323
Address
800 W BUCKEYE, DEMING, NM 88030

Signing Officer

Name
Harold Morrow
Title
Vice President
Phone
5755469323
Signed
2021-11-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Morrow
Legal Domicile
Nm
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
STONE MCGEE & CO CPA'S
Address
PO BOX 2828, SILVER CITY, NM 88062
Preparer
Kay Stone CPA
Phone
5755383795
Supplemental Narrative

Additional Explanations

Part

“The board reviews the return before it is filed.”

Part

“The organization makes the documents available upon request.”

Raw XML AppendixShowing 400 of 402 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/BOYAmt05438
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06539
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0individuals, partially subsidized by the US Department of Housing and Urban Development--103 units
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0130596
IRS990/AllOtherExpensesGrp/ProgramServicesAmt040030
IRS990/AllOtherExpensesGrp/TotalAmt040030
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CYNTHIA MAYNES
IRS990/BooksInCareOfDetail/PhoneNum05055469323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 W BUCKEYE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DEMING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd088030
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0847150
IRS990/CashNonInterestBearingGrp/EOYAmt0744561
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130596
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013006
IRS990/CYOtherExpensesAmt0355240
IRS990/CYOtherRevenueAmt01814
IRS990/CYProgramServiceRevenueAmt0381224
IRS990/CYRevenuesLessExpensesAmt0-67633
IRS990/CYSalariesCompEmpBnftPaidAmt0239033
IRS990/CYTotalExpensesAmt0594273
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0526640
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0128170
IRS990/DepreciationDepletionGrp/TotalAmt0128170
IRS990/Desc0RETIREMENT CENTER RENTAL APARTMENTS - SOCIAL WELFARE FOR ELDERLY INDIVIDUALS, PARTIALY SUBSIDIZED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENTS - 103 UNITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06700
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06700
IRS990/FeesForServicesAccountingGrp/TotalAmt013400
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02403
IRS990/FeesForServicesManagementGrp/TotalAmt02403
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.0
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY JEFFREYS
IRS990/Form990PartVIISectionAGrp/PersonNm1HAROLD C MORROW
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE BOLTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID ARRIOLA
IRS990/Form990PartVIISectionAGrp/PersonNm4MERLINE HENSLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0526640
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03242
IRS990/InsuranceGrp/ProgramServicesAmt02768
IRS990/InsuranceGrp/TotalAmt06010
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013006
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03408987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01209493
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01244065
IRS990/LandBldgEquipCostOrOtherBssAmt04653052
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RETIREMENT CENTER RENTAL APARTMENTS - SOCIAL WELFARE FOR ELDERLY INDIVIDUALS, PARTIALY SUBSIDIZED BY THE U.S, DEPARTMENT OF HOUSING AND URBAN DEVELOPMENTS - 103 UNITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02017932
IRS990/NetAssetsOrFundBalancesEOYAmt01950299
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02017932
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01950299
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt090900
IRS990/OccupancyGrp/TotalAmt090900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010395
IRS990/OfficeExpensesGrp/TotalAmt010395
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037244
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028054
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065298
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt025628
IRS990/OtherExpensesGrp/ProgramServicesAmt1172
IRS990/OtherExpensesGrp/ProgramServicesAmt216226
IRS990/OtherExpensesGrp/ProgramServicesAmt321906
IRS990/OtherExpensesGrp/TotalAmt025628
IRS990/OtherExpensesGrp/TotalAmt1172
IRS990/OtherExpensesGrp/TotalAmt216226
IRS990/OtherExpensesGrp/TotalAmt321906
IRS990/OtherLiabilitiesGrp/BOYAmt033273
IRS990/OtherLiabilitiesGrp/EOYAmt031788
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN/(LOSS)
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-3645
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15459
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-3645
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15459
IRS990/OtherRevenueTotalAmt01814
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097470
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt076265
IRS990/OtherSalariesAndWagesGrp/TotalAmt0173735
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Harold Morrow
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL OF APARTMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0381224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0381224
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016262
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0340744
IRS990/PYOtherRevenueAmt013649
IRS990/PYProgramServiceRevenueAmt0522288
IRS990/PYRevenuesLessExpensesAmt0-24325
IRS990/PYSalariesCompEmpBnftPaidAmt0235780
IRS990/PYTotalExpensesAmt0576524
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0552199
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-67633
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02578807
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02578807
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt077779
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt077779
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0908579
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0583600
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01492179
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0986358
IRS990ScheduleD/TotalLiabilityAmt031788
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02056643
IRS990/TotalAssetsEOYAmt01988626
IRS990/TotalAssetsGrp/BOYAmt02056643
IRS990/TotalAssetsGrp/EOYAmt01988626
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0130596
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0248354
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345919
IRS990/TotalFunctionalExpensesGrp/TotalAmt0594273
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038711
IRS990/TotalLiabilitiesEOYAmt038327
IRS990/TotalLiabilitiesGrp/BOYAmt038711
IRS990/TotalLiabilitiesGrp/EOYAmt038327
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02017932
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01950299
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0345919
IRS990/TotalProgramServiceRevenueAmt0381224
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0396044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0526640
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02056643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01988626
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 W BUCKEYE
IRS990/USAddress/CityNm0DEMING
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd088030
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Harold Morrow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05755469323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT PLANNING CO INC
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0850202610
ReturnHeader/Filer/InCareOfNm0% CYNTHIA MAYNES
ReturnHeader/Filer/PhoneNum05755469323
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 W BUCKEYE
ReturnHeader/Filer/USAddress/CityNm0DEMING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE MCGEE & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2828
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SILVER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd088062
ReturnHeader/PreparerPersonGrp/PhoneNum05755383795
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAY STONE CPA
ReturnHeader/ReturnTs02022-06-08T09:40:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Harold
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morrow
ReturnHeader/TaxPeriodBeginDt02020-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,988,626
Liabilities
$38,327
Net assets
$1,950,299
Revenue
$526,640
Expenses
$594,273
Net income
-$67,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.55$0.04$1.52$0.57$0.70$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.04$1.65$0.52$0.68$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.04$1.81$0.51$0.65$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.04$1.95$0.53$0.59$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.04$2.02$0.55$0.58$0.02
2019Summary only. Only limited summary data is available for this year.$2.08$0.04$2.04$0.56$0.52$0.03
2018Summary only. Only limited summary data is available for this year.$2.05$0.04$2.01$0.54$0.63$0.09
2017Summary only. Only limited summary data is available for this year.$2.15$0.04$2.10$0.60$0.58$0.02
2016Summary only. Only limited summary data is available for this year.$2.13$0.05$2.08$0.64$0.53$0.10
2015Summary only. Only limited summary data is available for this year.$2.06$0.08$1.98$0.59$0.52$0.07
2014Summary only. Only limited summary data is available for this year.$2.02$0.11$1.91$0.57$0.49$0.09
2013Summary only. Only limited summary data is available for this year.$1.96$0.14$1.83$0.57$0.49$0.09
2012Summary only. Only limited summary data is available for this year.$1.91$0.17$1.74$0.58$0.48$0.09