Civic Intelligence

Barrett Foundation Inc.

990 • Fiscal year 2021 • EIN 85-0336208

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.BARRETTFOUNDATION.ORG

View Organization Page

10300 Constitution Ave NEAlbuquerque, NM 87112

(505) 246-9244

Siviq Scores

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

Liabilities / Assets

48th percentile

0.56x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • NTEE L • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

1.55x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • NTEE L • $5M-$10M nonprofits • Source year 2021

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2021 filings • NTEE L • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$93,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • NTEE L • $5M-$10M nonprofits • Source year 2021

Asset Growth

48th percentile

-0.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • NTEE L • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • NTEE L • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$5,920,567

Down $44,069 (-0.7%) from 2020

Net Assets

Up

$2,575,496

Up $98,378 (+4.0%) from 2020

Liabilities

Down

$3,345,071

Down $142,447 (-4.1%) from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin53rd percentile

Revenue

Up

$2,165,020

Up $269,808 (+14%) from 2020

Expenses

Up

$2,066,642

Up $434,495 (+27%) from 2020

Net Income

Down

$98,378

Down $164,687 (-63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,810,996Liabilities 2011: $679,929Net Assets 2011: $2,131,0672011Assets 2012: $2,782,626Liabilities 2012: $671,237Net Assets 2012: $2,111,3892012Assets 2013: $2,853,161Liabilities 2013: $734,107Net Assets 2013: $2,119,0542013Assets 2014: $2,802,232Liabilities 2014: $714,633Net Assets 2014: $2,087,5992014Assets 2015: $2,443,394Liabilities 2015: $147,387Net Assets 2015: $2,296,0072015Assets 2016: $2,068,861Liabilities 2016: $47,913Net Assets 2016: $2,020,9482016Assets 2017: $1,998,734Liabilities 2017: $45,671Net Assets 2017: $1,953,0632017Assets 2018: $2,074,905Liabilities 2018: $30,699Net Assets 2018: $2,044,2062018Assets 2019: $2,237,942Liabilities 2019: $35,349Net Assets 2019: $2,202,5932019Assets 2020: $5,964,636Liabilities 2020: $3,487,518Net Assets 2020: $2,477,1182020Assets 2021: $5,920,567Liabilities 2021: $3,345,071Net Assets 2021: $2,575,4962021Assets 2022: $5,451,355Liabilities 2022: $3,417,145Net Assets 2022: $2,034,2102022Assets 2023: $5,073,855Liabilities 2023: $3,614,440Net Assets 2023: $1,459,4152023Assets 2024: $4,648,900Liabilities 2024: $3,484,783Net Assets 2024: $1,164,1172024Assets 2025: $5,773,765Liabilities 2025: $3,407,209Net Assets 2025: $2,366,5562025

Highlighted filing

2021

Assets$5,920,567
Liabilities$3,345,071
Net Assets$2,575,496
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,372,277Expenses 2011: $1,359,152Net Income 2011: $13,1252011Revenue 2012: $1,347,804Expenses 2012: $1,342,087Net Income 2012: $5,7172012Revenue 2013: $218,318Expenses 2013: $160,763Net Income 2013: $57,5552013Revenue 2014: $1,225,476Expenses 2014: $1,274,636Net Income 2014: -$49,1602014Revenue 2015: $1,519,400Expenses 2015: $1,302,644Net Income 2015: $216,7562015Revenue 2016: $1,061,329Expenses 2016: $1,323,152Net Income 2016: -$261,8232016Revenue 2017: $1,217,191Expenses 2017: $1,299,715Net Income 2017: -$82,5242017Revenue 2018: $1,517,229Expenses 2018: $1,412,509Net Income 2018: $104,7202018Revenue 2019: $1,677,766Expenses 2019: $1,521,495Net Income 2019: $156,2712019Revenue 2020: $1,895,212Expenses 2020: $1,632,147Net Income 2020: $263,0652020Revenue 2021: $2,165,020Expenses 2021: $2,066,642Net Income 2021: $98,3782021Revenue 2022: $2,028,637Expenses 2022: $2,581,673Net Income 2022: -$553,0362022Revenue 2023: $3,307,081Expenses 2023: $3,881,876Net Income 2023: -$574,7952023Revenue 2024: $3,394,740Expenses 2024: $3,690,038Net Income 2024: -$295,2982024Revenue 2025: $5,916,133Expenses 2025: $4,713,694Net Income 2025: $1,202,4392025

Highlighted filing

2021

Revenue$2,165,020
Expenses$2,066,642
Net Income$98,378
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$2,321,720
Mission and Program Overview

Mission

To end homelessness for women and children by providing shelter, housing and supportive services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,639,909$4,528,156▼ $111,753
Cash and Non-Interest-Bearing Accounts$511,387$595,505▲ $84,118
Investments in Publicly Traded Securities$462,716$537,250▲ $74,534
Accounts Receivable$99,917$188,245▲ $88,328
Pledges and Grants Receivable$236,106$60,706▼ $175,400
Prepaid Expenses and Deferred Charges$14,601$10,705▼ $3,896
Total Assets$5,964,636$5,920,567▼ $44,069
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,262,500$3,262,500→ $0
Other Liabilities$161,400$0▼ $161,400
Accounts Payable and Accrued Expenses$63,618$82,571▲ $18,953
Total Liabilities$3,487,518$3,345,071▼ $142,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,908,230$2,118,020▲ $209,790
Net Assets With Donor Restrictions$568,888$457,476▼ $111,412
Total Net Assets Fund Balance$2,477,118$2,575,496▲ $98,378
Total Liabilities and Net Assets / Fund Balance$5,964,636$5,920,567▼ $44,069

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,309,516$824,967$4,134,483
Land$1,126,500-$1,126,500
Equipment$69,461$175,794$245,255
Other Land Buildings$22,679$31,751$54,430

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$36,563---$36,563
2019$36,563---$36,563
2018$244,632-▲ $1,298$209,367$36,563
2017$305,077$3,028▲ $11,800$75,273$244,632
2016$418,071-▲ $29,813$142,807$305,077
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Heather HoffmanExecutive DirectorFT$93,000$93,000

Board Members and Trustees

NameTitle
Maya ElrickChair
Dana BellVice Chair
Ann E ShawDirector
Brian LethererDirector
Hope EckertDirector
Olin BrownDirector
Yvonne EllingtonDirector
Chris PeckSecretary
Jessica LockerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,765,746
Program Service Revenue
$272,771
Investment Income
$44,267
Other Revenue
$82,236
All Other Contributions
$648,705
Change in Net Assets
$98,378

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$46,363Fair Market Value (FMV)
Other Non Cash Contri Table$17,172Fair Market Value (FMV)
Total Noncash Contributions$63,535-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,165,020
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,165,020
Total Revenue per Form 990
$2,165,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,094,011
Salaries, Compensation, and Employee Benefits$972,631
Total Fundraising Expense$122,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$515,445$124,458$79,857$719,760
Depreciation Depletion$147,513$5,077$570$153,160
Other Employee Benefits$55,947$26,532$12,592$95,071
Current Officers, Directors, Trustees, and Key Employees-$93,000-$93,000
Occupancy$75,997$196$313$76,506
Payroll Taxes$40,850$17,701$6,249$64,800
Insurance$36,210$12,503$758$49,471
Fees for Services Other$12,014$16,573$5,056$33,643
Fees for Services Accounting$30,370--$30,370
Office Expenses$14,100$2,091$7,224$23,415
Fees for Services Management-$11,383-$11,383
Other Expenses$8,091$591$831$9,513
All Other Expenses$5,563$1,370-$6,933
Fees for Services Legal$6,565--$6,565
Interest$241$2,053$2,858$5,152
Conferences and Meetings$349$1,852$568$2,769
Total Functional Expenses$1,615,934$328,193$122,515$2,066,642

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,066,642
Total Expenses per Audited Statements$2,066,642
Total Expenses per Form 990$2,066,642
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
Fundraising Direct Expenses$1,632
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by the external auditor. A draft, along with pending questions, is presented to the executive director and in-house accountant for review and completion of unanswered questions. Once it is reviewed and complete, it is reviewed by the finance committee before filing. A copy is provided to each member of the board of director.”

Form 990, Part VI, Section B, Line 12C

“All staff, volunteers, and board members are required to sign a conflict of interest policy statement. Board members are asked to disclose any direct or indirect conflict of interest situations upon joining the board and must confirm this information annually. Employees are governed by the same policy, which is reiterated in the organization's personnel policies and procedures.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Barrett Foundation
EIN
85-0336208
Phone
5052469244
Address
10300 CONSTITUTION AVE NE, ALBUQUERQUE, NM 87112

Signing Officer

Name
Jessica Locker
Title
Treasurer
Phone
5052469244
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lanndhese Talice
Formed
1984
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
38
Volunteers
275

Preparer

Firm
Burt & Company Cpas LLC
Address
4101 INDIAN SCHOOL RD NE 440, ALBUQUERQUE, NM 87110
Preparer
Dennis Sterosky
Phone
5052656604
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Barrett foundation adopted fast accounting standards codification (asc) 740-10, relating to accounting for uncertain tax positions. Asc 740-10 prescribes a recognition threshold and measurement process for accounting for uncertain tax positions and also provides guidance on various related matters such as interest, penalties and disclosure required. Barrett foundation has no unrecognized tax benefit which would require an adjustment to the july 1, 2020 beginning balance of net assets and had no unrecognized tax benefits to june 30, 2021. Barrett foundation files an exempt organization return in the u.s. Federal jurisdiction. Barrett foundation is no longer subject to income tax examinations by taxing authorities for years beginning before its june 30, 2016 federal filings.”

Raw XML AppendixShowing 400 of 542 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/Desc0BARRETT HOUSE SHELTER FOR WOMEN AND CHILDREN: IN MAY 1985, BARRETT FOUNDATION OPENED BARRETT HOUSE, A SHELTER FOR HOMELESS WOMEN AND CHILDREN IN ALBUQUERQUE, NM. BARRETT HOUSE SERVICES AN AVERAGE OF 35 WOMEN AND CHILDREN EVERY NIGHT, PROVIDING THREE MEALS A DAY, 365 DAYS A YEAR. IN ADDITION TO PROVIDING FOOD AND SHELTER, ALL RESIDENTS RECEIVE ONE-ON-ONE CASE MANAGEMENT TO HELP SECURE LONG-TERM STABLE HOUSING. THROUGH COLLABORATION WITH PARTNER AGENCIES, RESIDENTS ALSO HAVE ACCESS TO CAREER COUNSELING, MEDICAL AND DENTAL BENEFITS, AFTER SCHOOL TUTORING FOR CHILDREN, HEALTH/WELLNESS ACTIVITIES, COOKING AND GARDENING LESSONS, AND A VARIETY OF OTHER OPPORTUNITIES THAT PROMOTE LIFE SKILLS. WITHIN BARRETT HOUSE, SEVERAL BEDS ARE DEDICATED TO A RESPITE PROGRAM, SERVING WOMEN WHO NEED ADDITIONAL RECUPERATIVE TIME AFTER BEING DISCHARGED FROM A HOSPITAL STAY. THE PROGRAM IS MADE POSSIBLE THROUGH CONTRACTS WITH THREE LOCAL HOSPITALS. ALL RESPITE RESIDENTS RECEIVE ACCESS TO THE SAME SERVICES AS OTHER BARRETT HOUSE RESIDENTS.
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IRS990/GrossRentsGrp/RealAmt083868
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/ManagementAndGeneralAmt012503
IRS990/InsuranceGrp/ProgramServicesAmt036210
IRS990/InsuranceGrp/TotalAmt049471
IRS990/InterestGrp/FundraisingAmt02858
IRS990/InterestGrp/ManagementAndGeneralAmt02053
IRS990/InterestGrp/ProgramServicesAmt0241
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IRS990/InvestmentIncomeGrp/ExclusionAmt017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0462716
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0537250
IRS990/IRPDocumentCnt053
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt04528156
IRS990/LandBldgEquipCostOrOtherBssAmt05560668
IRS990/LegalDomicileStateCd0NM
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO END HOMELESSNESS FOR WOMEN AND CHILDREN BY PROVIDING SHELTER, HOUSING AND SUPPORTIVE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03262500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03262500
IRS990/NetAssetsOrFundBalancesBOYAmt02477118
IRS990/NetAssetsOrFundBalancesEOYAmt02575496
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044250
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044250
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1632
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1632
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt083868
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt083868
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01908230
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02118020
IRS990/NoncashContributionsAmt063535
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0313
IRS990/OccupancyGrp/ManagementAndGeneralAmt0196
IRS990/OccupancyGrp/ProgramServicesAmt075997
IRS990/OccupancyGrp/TotalAmt076506
IRS990/OfficeExpensesGrp/FundraisingAmt07224
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02091
IRS990/OfficeExpensesGrp/ProgramServicesAmt014100
IRS990/OfficeExpensesGrp/TotalAmt023415
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012592
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026532
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055947
IRS990/OtherEmployeeBenefitsGrp/TotalAmt095071
IRS990/OtherExpensesGrp/Desc0CLIENT EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT REPAIRS & MAI
IRS990/OtherExpensesGrp/FundraisingAmt03227
IRS990/OtherExpensesGrp/FundraisingAmt12412
IRS990/OtherExpensesGrp/FundraisingAmt2831
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17964
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2591
IRS990/OtherExpensesGrp/ProgramServicesAmt0650616
IRS990/OtherExpensesGrp/ProgramServicesAmt114695
IRS990/OtherExpensesGrp/ProgramServicesAmt21368
IRS990/OtherExpensesGrp/ProgramServicesAmt38091
IRS990/OtherExpensesGrp/TotalAmt0650616
IRS990/OtherExpensesGrp/TotalAmt122771
IRS990/OtherExpensesGrp/TotalAmt211744
IRS990/OtherExpensesGrp/TotalAmt39513
IRS990/OtherLiabilitiesGrp/BOYAmt0161400
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt079857
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124458
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0515445
IRS990/OtherSalariesAndWagesGrp/TotalAmt0719760
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06249
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017701
IRS990/PayrollTaxesGrp/ProgramServicesAmt040850
IRS990/PayrollTaxesGrp/TotalAmt064800
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0236106
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt060706
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014601
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010705
IRS990/PrincipalOfficerNm0LANNDHESE TALICE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESPITE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1SCATTERED SITE HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0249731
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0249731
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123040
IRS990/ProgSrvcAccomActy2Grp/Desc0BRIDGES RAPID REHOUSING PROGRAM HELPS INDIVIDUALS AND FAMILIES SECURE STABLE HOUSING AND PROVIDE RENTAL ASSISTANCE FOR UP TO 24 MONTHS BASED ON NEED. PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, INCREASING INCOME, APPLYING FOR ENTITLEMENTS, CONNECTING TO ADDITIONAL RESOURCES AND SERVICES, AND BUILDING PARTICIPANTS' CAPACITY TO MAINTAIN HOUSING AT PROGRAM EXIT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156851
IRS990/ProgSrvcAccomActy3Grp/Desc0MILAGRO PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0152096
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt023040
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ESG RAPID REHOUSING PROGRAM HELPS INDIVIDUALS AND FAMILIES SECURE STABLE HOUSING AND PROVIDE RENTAL ASSISTANCE FOR UP TO 24 MONTHS BASED ON NEED. PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, INCREASING INCOME, APPLYING FOR ENTITLEMENTS, CONNECTING TO ADDITIONAL RESOURCES AND SERVICES, AND BUILDING PARTICIPANTS' CAPACITY TO MAINTAIN HOUSING AT PROGRAM EXIT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1SOCORRO PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES. THE SOCORRO PROGRAM FOCUSES ON BUILDING PARTICPANTS' INDEPENDENCE AND SELF-SUFFICIENCY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2VECINOS PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES. THE VECINOS PROGRAM FOCUSES ON BUILDING PARTICPANTS' INDEPENDENCE AND SELF-SUFFICIENCY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3INCA STREET, LLC LOCATED IN ALBUQUERQUE, NM IS A SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED JUNE 15, 2019 BY THE GREATER ALBUQUERQUE HOUSING PARTNERSHIP (GAHP) AND ON MAY 15, 2020, BARRETT FOUNDATION, INC. BECAME THE SOLE MEMBER AND MANAGER. INCA STREET, LLC'S PURPOSE IS TO ENGAGE IN PURCHASING, OWNING, HOLDING, TRADING, DEVELOPING, IMPROVING, MANAGING, MORTGAGING, LEASING, OR SELLING OF REAL AND PERSONAL PROPERTY. THE PROGRAMS OPERATED BY INCA STREET, LLC ARE: INCA STREET DEVELOPMENT. THIS PROJECT PROVIDES 12 RESIDENTIAL UNITS. NINE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 60% OF AREA MEDIAN INCOME (AMI) AND THREE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 50% OF AMI.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0121555
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1144443
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2181342
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt3112687
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01649402
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04577
IRS990/PYOtherExpensesAmt0725789
IRS990/PYOtherRevenueAmt031413
IRS990/PYProgramServiceRevenueAmt0209820
IRS990/PYRevenuesLessExpensesAmt0263065
IRS990/PYSalariesCompEmpBnftPaidAmt0906358
IRS990/PYTotalExpensesAmt01632147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01895212
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt098378
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt083868
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0249731
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME FOR THE FISCAL YEAR ENDING 06-30-2021 CONSISTS OF PROGRAM INCOME OF $272,771, NET RENTAL INCOME OF $83,868, NET INVESTMENT GAIN OF $44,250 AND NET FUNDRAISING LOSS OF $2697.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION B, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01765746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01649402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01379444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01179747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01078725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07053064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010352
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0121021
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0315389
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0240338
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0280577
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0318023
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0206406
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01360733
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82640
IRS990ScheduleA/PublicSupportPY170Pct00.83870
IRS990ScheduleA/PublicSupportTotal170Amt07053064
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01765746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01649402
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01179747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01078725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07053064
IRS990ScheduleA/TotalSupportAmt08534818
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/BookValueAmt03309516
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0824967
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04134483
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt036563
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt036563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt036563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt036563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0244632
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt036563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01298
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0209367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0305077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03028
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0244632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt075273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0418071
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0305077

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,920,567
Liabilities
$3,345,071
Net assets
$2,575,496
Revenue
$2,165,020
Expenses
$2,066,642
Net income
$98,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.77$3.41$2.37$5.92$4.71$1.20
2024Detailed filing. Detailed filing data is available for this year.$4.65$3.48$1.16$3.39$3.69$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.07$3.61$1.46$3.31$3.88$0.57
2022Detailed filing. Detailed filing data is available for this year.$5.45$3.42$2.03$2.03$2.58$0.55
2021Detailed filing. Detailed filing data is available for this year.$5.92$3.35$2.58$2.17$2.07$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.96$3.49$2.48$1.90$1.63$0.26
2019Summary only. Only limited summary data is available for this year.$2.24$0.04$2.20$1.68$1.52$0.16
2018Summary only. Only limited summary data is available for this year.$2.07$0.03$2.04$1.52$1.41$0.10
2017Summary only. Only limited summary data is available for this year.$2.00$0.05$1.95$1.22$1.30$0.08
2016Summary only. Only limited summary data is available for this year.$2.07$0.05$2.02$1.06$1.32$0.26
2015Summary only. Only limited summary data is available for this year.$2.44$0.15$2.30$1.52$1.30$0.22
2014Summary only. Only limited summary data is available for this year.$2.80$0.71$2.09$1.23$1.27$0.05
2013Summary only. Only limited summary data is available for this year.$2.85$0.73$2.12$0.22$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$2.78$0.67$2.11$1.35$1.34$0.01
2011Summary only. Only limited summary data is available for this year.$2.81$0.68$2.13$1.37$1.36$0.01