Civic Intelligence

Portales Retirement Housing

EIN 85-0249296 • 501(c)3 • Portales, NM

Profile

To provide assistance to low income residents.

718 Wylie Cox CirclePortales, NM 88130

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

1.14x

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

NTEE L • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.60x

Higher debt load relative to revenue than 51% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Source year 2024

Net Margin

57th percentile

1.8%

Higher net margin than 57% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

NTEE L • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

0.3%

Faster asset growth than 61% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$454,575

Up $1,215 (+0.3%) from 2023

Liabilities

Down

$518,752

Down $42,151 (-7.5%) from 2023

Net Assets

Up

-$64,177

Up $43,366 (+40%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

Up

$860,264

Up $48,285 (+5.9%) from 2023

Expenses

Up

$844,704

Up $143,678 (+20%) from 2023

Net Income

Down

$15,560

Down $95,393 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2011: $406,926Liabilities 2011: $1,169,739Net Assets 2011: -$762,8132011Assets 2012: $333,748Liabilities 2012: $1,115,312Net Assets 2012: -$781,5642012Assets 2013: $316,163Liabilities 2013: $1,062,371Net Assets 2013: -$746,2082013Assets 2014: $325,789Liabilities 2014: $1,038,997Net Assets 2014: -$713,2082014Assets 2015: $331,365Liabilities 2015: $995,660Net Assets 2015: -$664,2952015Assets 2016: $583,132Liabilities 2016: $1,187,472Net Assets 2016: -$604,3402016Assets 2017: $322,490Liabilities 2017: $870,116Net Assets 2017: -$547,6262017Assets 2018: $349,466Liabilities 2018: $830,298Net Assets 2018: -$480,8322018Assets 2019: $349,451Liabilities 2019: $769,960Net Assets 2019: -$420,5092019Assets 2020: $349,712Liabilities 2020: $722,851Net Assets 2020: -$373,1392020Assets 2021: $353,327Liabilities 2021: $663,270Net Assets 2021: -$309,9432021Assets 2022: $373,588Liabilities 2022: $613,900Net Assets 2022: -$240,3122022Assets 2023: $453,360Liabilities 2023: $560,903Net Assets 2023: -$107,5432023Assets 2024: $454,575Liabilities 2024: $518,752Net Assets 2024: -$64,1772024

Highlighted filing

2024

Assets$454,575
Liabilities$518,752
Net Assets-$64,177
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $7,725Expenses 2011: $0Net Income 2011: $7,7252011Revenue 2012: -$18,751Expenses 2012: $0Net Income 2012: -$18,7512012Revenue 2013: $35,356Expenses 2013: $0Net Income 2013: $35,3562013Revenue 2014: $637,407Expenses 2014: $604,407Net Income 2014: $33,0002014Revenue 2015: $661,283Expenses 2015: $612,371Net Income 2015: $48,9122015Revenue 2016: $668,736Expenses 2016: $611,554Net Income 2016: $57,1822016Revenue 2017: $665,704Expenses 2017: $608,985Net Income 2017: $56,7192017Revenue 2018: $671,767Expenses 2018: $604,891Net Income 2018: $66,8762018Revenue 2019: $655,531Expenses 2019: $595,006Net Income 2019: $60,5252019Revenue 2020: $683,211Expenses 2020: $635,841Net Income 2020: $47,3702020Revenue 2021: $670,684Expenses 2021: $638,506Net Income 2021: $32,1782021Revenue 2022: $671,518Expenses 2022: $623,110Net Income 2022: $48,4082022Revenue 2023: $811,979Expenses 2023: $701,026Net Income 2023: $110,9532023Revenue 2024: $860,264Expenses 2024: $844,704Net Income 2024: $15,5602024

Highlighted filing

2024

Revenue$860,264
Expenses$844,704
Net Income$15,560
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$454,575
Liabilities
$518,752
Net assets
-$64,177
Revenue
$860,264
Expenses
$844,704
Net income
$15,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.52$0.06$0.86$0.84$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.56$0.11$0.81$0.70$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.61$0.24$0.67$0.62$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.66$0.31$0.67$0.64$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.72$0.37$0.68$0.64$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.77$0.42$0.66$0.60$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.83$0.48$0.67$0.60$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.87$0.55$0.67$0.61$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.58$1.19$0.60$0.67$0.61$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.33$1.00$0.66$0.66$0.61$0.05
2014Summary only. Only limited summary data is available for this year.$0.33$1.04$0.71$0.64$0.60$0.03
2013Summary only. Only limited summary data is available for this year.$0.32$1.06$0.75$0.04$0.00$0.04
2012Summary only. Only limited summary data is available for this year.$0.33$1.12$0.78$0.02$0.00$0.02
2011Summary only. Only limited summary data is available for this year.$0.41$1.17$0.76$0.01$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$860,264
Mission and Program Overview

Mission

To provide assistance to low income residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$239,978$205,048▼ $34,930
Land, Buildings, and Equipment, Net$128,669$184,792▲ $56,123
Prepaid Expenses and Deferred Charges$32,533$32,214▼ $319
Accounts Receivable$23,378$31,015▲ $7,637
Cash and Non-Interest-Bearing Accounts$28,802$1,506▼ $27,296
Total Assets$453,360$454,575▲ $1,215
Liabilities
Mortgage Notes Payable Secured by Investment Property$439,040$378,110▼ $60,930
Other Liabilities$59,998$64,033▲ $4,035
Accounts Payable and Accrued Expenses$51,534$61,010▲ $9,476
Deferred Revenue$10,331$15,599▲ $5,268
Total Liabilities$560,903$518,752▼ $42,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-107,543$-64,177▲ $43,366
Total Net Assets Fund Balance$-107,543$-64,177▲ $43,366
Total Liabilities and Net Assets / Fund Balance$453,360$454,575▲ $1,215

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$150,292$2,915,409$3,065,701
Land$34,500-$34,500
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Sandy ChanceyPresident
Bill CatheyMember
Chris MerrickMember
Elva WhelerMember
Keith ThomasMember
Pat WatsonMember
Tony SalgueroMember
Bobby GriffithSecretary
J Scot FishburnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$284,981
Program Service Revenue
$613,579
Investment Income
$387
Other Revenue
$-38,683
Change in Net Assets
$15,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$702,588
Salaries, Compensation, and Employee Benefits$142,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$268,014--$268,014
All Other Expenses$104,001--$104,001
Other Salaries and Wages$100,241--$100,241
Fees for Services Management-$78,660-$78,660
Depreciation Depletion$69,967--$69,967
Interest$46,719--$46,719
Other Employee Benefits$30,172--$30,172
Office Expenses$26,923--$26,923
Payroll Taxes$11,703--$11,703
Other Expenses$11,099--$11,099
Fees for Services Accounting-$7,740-$7,740
Conferences and Meetings$7,657--$7,657
Travel$2,592--$2,592
Information Technology$1,200--$1,200
Advertising$227--$227
Fees for Services Legal$154--$154
Total Functional Expenses$758,304$86,400$0$844,704
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
Resident Deposits - Held in Trust$50,658
Notes Payable - Insurance$16,718
Uncollected - Residents Deposits$-3,343
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Monthly accounting, collections, renting, tenant qualifications, all compliance.”

Form 990, Page 6, Part VI, Line 6

“Annual selection of board & general members. No compensation.”

Form 990, Page 6, Part VI, Line 7A

“Annual selection of board & general members. No compensation.”

Form 990, Page 6, Part VI, Line 7B

“Monthly board meetings. Material decisions subject to approval of general board members.”

Form 990, Page 6, Part VI, Line 11B

“Independent certified public accountant completes annual non profit tax return. Same certified public accountant completes annual audit of the books and related records of organization.”

Form 990, Page 6, Part VI, Line 12C

“Through knowledge of all general board members with other board members and their affiliations.”

Form 990, Page 6, Part VI, Line 15A

“General market analysis supporting key positions.”

Form 990, Page 6, Part VI, Line 19

“Certified annual audited financial statements.”

Filing and Contact Details

Filer

Filer Name
Portales Retirement Housing
EIN
85-0249296
Phone
5052604800
Address
718 WYLIE COX CIRCLE, PORTALES, NM 88130

Signing Officer

Name
Sandy Chancey
Title
President
Phone
5052604800
Signed
2025-11-10

Organization Details

Principal Officer
Sandy Chancey
Formed
1984
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Fox Garcia and Company LLC
Address
PO BOX 3538, BIG SPRING, TX 79721
Preparer
Esteban Resendiz
Phone
2148428464
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide assistance to low income residents.”

Form 990, Part IX, Line 24E

“Pest control 10,928 0 0 maintenance rent free uni 10,560 0 0 contract - maintenance & 10,299 0 0 hvac repair and maintenan 9,357 0 0 ranges - stoves 8,259 0 0 refrigerators 7,739 0 0 other taxes & licenses 6,623 0 0 painting & drywall 6,424 0 0 water heater - rull repla 5,588 0 0 grounds - supplies 5,064 0 0 bad debt 4,269 0 0 grounds - contract 3,078 0 0 capital needs assessment 2,981 0 0 faucets - kitchen 1,994 0 0 faucets - bathroom 1,875 0 0 doors - exterior 1,835 0 0 blinds 1,032 0 0 compliance 862 0 0 range hoods 757 0 0 resident credit reports 752 0 0 ua analysis/cna 622 0 0 electrical - gen repair 536 0 0 lawnmower fuel 522 0 0 edger 355 0 0 lawn sheep 324 0 0 windows - repair & glass 248 0 0 mileage manager 236 0 0 doors - interior 234 0 0 signs and signage 229 0 0 toilets - full replacemen 216 0 0 mileage maintenance 203 0 0 total 104,001 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 27,806 plug to balance return 0 total 27,806”

Raw XML AppendixShowing 400 of 420 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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IRS990/OtherExpensesGrp/Desc2PLUMBING - GEN REPAIR
IRS990/OtherExpensesGrp/Desc3FLOORING - TWO BEDROOM
IRS990/OtherExpensesGrp/ProgramServicesAmt032639
IRS990/OtherExpensesGrp/ProgramServicesAmt125272
IRS990/OtherExpensesGrp/ProgramServicesAmt219724
IRS990/OtherExpensesGrp/ProgramServicesAmt311099
IRS990/OtherExpensesGrp/TotalAmt032639
IRS990/OtherExpensesGrp/TotalAmt125272
IRS990/OtherExpensesGrp/TotalAmt219724
IRS990/OtherExpensesGrp/TotalAmt311099
IRS990/OtherLiabilitiesGrp/BOYAmt059998
IRS990/OtherLiabilitiesGrp/EOYAmt064033
IRS990/OtherRevenueMiscGrp/Desc0INTEREST SUBSIDY INCOME
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc2LEASE EXCESS/EXCESS RENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035817
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt113700
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2180
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035817
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2180
IRS990/OtherRevenueTotalAmt0-38683
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100241
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100241
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt011703
IRS990/PayrollTaxesGrp/TotalAmt011703
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032533
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032214
IRS990/PrincipalOfficerNm0SANDY CHANCEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0613579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0613579
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE ASSISTANCE TO LOW INCOME RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt060739
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0262412
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0398
IRS990/PYOtherExpensesAmt0608669
IRS990/PYOtherRevenueAmt0-38785
IRS990/PYProgramServiceRevenueAmt0587954
IRS990/PYRevenuesLessExpensesAmt0110953
IRS990/PYSalariesCompEmpBnftPaidAmt092357
IRS990/PYTotalExpensesAmt0701026
IRS990/PYTotalRevenueAmt0811979
IRS990/ReconcilationRevenueExpnssAmt015560
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0613579
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0205048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0284981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0262412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0147111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0121214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0926710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0387
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0574896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0549169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0524234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0549396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0492696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02690391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01115
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt03617101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0859877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0811581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0671345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0670610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0603688
IRS990ScheduleA/Total509Grp/TotalAmt03617101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0860264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0811979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0671518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0670684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0603771
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03618216
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt034500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0150292
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02915409
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03065701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-3343
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS - HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NOTES PAYABLE - INSURANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UNCOLLECTED - RESIDENTS DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0184792
IRS990ScheduleD/TotalLiabilityAmt064033
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE ASSISTANCE TO LOW INCOME RESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY ACCOUNTING, COLLECTIONS, RENTING, TENANT QUALIFICATIONS, ALL COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL SELECTION OF BOARD & GENERAL MEMBERS. NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL SELECTION OF BOARD & GENERAL MEMBERS. NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONTHLY BOARD MEETINGS. MATERIAL DECISIONS SUBJECT TO APPROVAL OF GENERAL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT COMPLETES ANNUAL NON PROFIT TAX RETURN. SAME CERTIFIED PUBLIC ACCOUNTANT COMPLETES ANNUAL AUDIT OF THE BOOKS AND RELATED RECORDS OF ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THROUGH KNOWLEDGE OF ALL GENERAL BOARD MEMBERS WITH OTHER BOARD MEMBERS AND THEIR AFFILIATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GENERAL MARKET ANALYSIS SUPPORTING KEY POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CERTIFIED ANNUAL AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PEST CONTROL 10,928 0 0 MAINTENANCE RENT FREE UNI 10,560 0 0 CONTRACT - MAINTENANCE & 10,299 0 0 HVAC REPAIR AND MAINTENAN 9,357 0 0 RANGES - STOVES 8,259 0 0 REFRIGERATORS 7,739 0 0 OTHER TAXES & LICENSES 6,623 0 0 PAINTING & DRYWALL 6,424 0 0 WATER HEATER - RULL REPLA 5,588 0 0 GROUNDS - SUPPLIES 5,064 0 0 BAD DEBT 4,269 0 0 GROUNDS - CONTRACT 3,078 0 0 CAPITAL NEEDS ASSESSMENT 2,981 0 0 FAUCETS - KITCHEN 1,994 0 0 FAUCETS - BATHROOM 1,875 0 0 DOORS - EXTERIOR 1,835 0 0 BLINDS 1,032 0 0 COMPLIANCE 862 0 0 RANGE HOODS 757 0 0 RESIDENT CREDIT REPORTS 752 0 0 UA ANALYSIS/CNA 622 0 0 ELECTRICAL - GEN REPAIR 536 0 0 LAWNMOWER FUEL 522 0 0 EDGER 355 0 0 LAWN SHEEP 324 0 0 WINDOWS - REPAIR & GLASS 248 0 0 MILEAGE MANAGER 236 0 0 DOORS - INTERIOR 234 0 0 SIGNS AND SIGNAGE 229 0 0 TOILETS - FULL REPLACEMEN 216 0 0 MILEAGE MAINTENANCE 203 0 0 TOTAL 104,001 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOOK / TAX DEPRECIATION DIFFERENCE 27,806 PLUG TO BALANCE RETURN 0 TOTAL 27,806
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0453360
IRS990/TotalAssetsEOYAmt0454575
IRS990/TotalAssetsGrp/BOYAmt0453360
IRS990/TotalAssetsGrp/EOYAmt0454575
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284981
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0758304
IRS990/TotalFunctionalExpensesGrp/TotalAmt0844704
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0560903
IRS990/TotalLiabilitiesEOYAmt0518752
IRS990/TotalLiabilitiesGrp/BOYAmt0560903
IRS990/TotalLiabilitiesGrp/EOYAmt0518752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-107543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-64177
IRS990/TotalOtherProgSrvcExpenseAmt060739
IRS990/TotalProgramServiceExpensesAmt0758304
IRS990/TotalProgramServiceRevenueAmt0613579
IRS990/TotalRevenueGrp/ExclusionAmt0387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0574896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0860264
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0453360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454575
IRS990/TravelGrp/ProgramServicesAmt02592
IRS990/TravelGrp/TotalAmt02592
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY CHANCEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05052604800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTALES RETIREMENT HOUSING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT

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