Civic Intelligence

Voa Monroe Village Ah Inc

EIN 85-0966269 • 501(c)3 • Alexandria, VA

Profile

Provides housing to elderly persons and families under section 221(d)(4) of the national housing act under an agreement with the department of hud.

1660 Duke StreetAlexandria, VA 22314
Siviq Scores

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

Liabilities / Assets

97th percentile

1.35x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

9.16x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$868,407

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 106.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,554,030

Down $198,021 (-3.4%) from 2024

Liabilities

Up

$7,495,739

Up $78,359 (+1.1%) from 2024

Net Assets

Down

-$1,941,709

Down $276,380 (-17%) from 2024

Revenue

Down

$818,484

Down $217,649 (-21%) from 2024

Expenses

Down

$1,094,864

Down $57,079 (-5.0%) from 2024

Net Income

Down

-$276,380

Down $160,570 (-139%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2021: $6,033,938Liabilities 2021: $7,289,913Net Assets 2021: -$1,255,9752021Assets 2022: $5,920,931Liabilities 2022: $7,297,009Net Assets 2022: -$1,376,0782022Assets 2023: $5,869,754Liabilities 2023: $7,419,273Net Assets 2023: -$1,549,5192023Assets 2024: $5,752,051Liabilities 2024: $7,417,380Net Assets 2024: -$1,665,3292024Assets 2025: $5,554,030Liabilities 2025: $7,495,739Net Assets 2025: -$1,941,7092025

Highlighted filing

2025

Assets$5,554,030
Liabilities$7,495,739
Net Assets-$1,941,709

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $759,169Expenses 2021: $827,156Net Income 2021: -$67,9872021Revenue 2022: $734,756Expenses 2022: $854,859Net Income 2022: -$120,1032022Revenue 2023: $739,884Expenses 2023: $913,325Net Income 2023: -$173,4412023Revenue 2024: $1,036,133Expenses 2024: $1,151,943Net Income 2024: -$115,8102024Revenue 2025: $818,484Expenses 2025: $1,094,864Net Income 2025: -$276,3802025

Highlighted filing

2025

Revenue$818,484
Expenses$1,094,864
Net Income-$276,380

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.0
Gross Receipts
$818,484
Mission and Program Overview

Mission

Provides housing to elderly persons and families under section 221(d)(4) of the national housing act under an agreement with the department of hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,173,448$4,000,921▼ $172,527
Prepaid Expenses and Deferred Charges$60,201$57,430▼ $2,771
Accounts Receivable$4,501$52,826▲ $48,325
Cash and Non-Interest-Bearing Accounts$70,051$9,028▼ $61,023
Total Assets$5,752,051$5,554,030▼ $198,021
Other Assets Total$1,443,850$1,433,825▼ $10,025
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,852,505$6,781,744▼ $70,761
Accounts Payable and Accrued Expenses$471,262$624,560▲ $153,298
Other Liabilities$91,744$86,656▼ $5,088
Deferred Revenue$1,869$2,779▲ $910
Total Liabilities$7,417,380$7,495,739▲ $78,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,665,329$-1,941,709▼ $276,380
Total Net Assets Fund Balance$-1,665,329$-1,941,709▼ $276,380
Total Liabilities and Net Assets / Fund Balance$5,752,051$5,554,030▼ $198,021

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,721,650$3,567,283$7,288,933
Land$258,405-$258,405
Equipment$15,176$65,126$80,302
Other Land Buildings$5,690$10,241$15,931
Other Assets Org$56,581--
Compensation and Service Providers

Employees

NameTitleOtherTotal
David NisivocciaAsst. Treas/$516,603$516,603
Joseph BudzynskiAsst Treas/s$465,439$465,439
Paul SoczynskiAsst. Treas/$378,447$378,447
Peter DesjardinsAsst. Treas/$319,503$319,503
Nancy GavinAsst. Sec/tr$285,594$285,594
Kimberly KingAsst. Treas/$256,810$256,810
David PaskoffAsst. Treas/$197,896$197,896
Dejernette BeatyAsst. Treas/$193,522$193,522
Faith NutzAsst. Sec/tr$169,200$169,200

Board Members and Trustees

NameTitle
Nancy RaseChair
Michael W KingPresident
Derrick PerkinsVice Chair
Beth MullenDirector
Carmen JacksonDirector
Janet StringfellowDirector
Jeanne PetersonDirector
Keith KnappDirector
Patrick SheridanDirector
Patti ArnoldDirector
Shawn BloomDirector
Voris VigeeDirector
Walter TejadaDirector
Joseph BudzynskiAsst Treas/sec & CFO
Faith NutzAsst. Sec/treas
Nancy GavinAsst. Sec/treas
David NisivocciaAsst. Treas/sec
David PaskoffAsst. Treas/sec
Dejernette BeatyAsst. Treas/sec
Kimberly KingAsst. Treas/sec
Paul SoczynskiAsst. Treas/sec
Peter DesjardinsAsst. Treas/sec
Karen HackettSecretary
Karen EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$818,439
Investment Income
$45
Other Revenue
$0
Change in Net Assets
$-276,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$818,484
Total Revenue per Audited Statements
$818,484
Total Revenue per Form 990
$818,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,002,352
Salaries, Compensation, and Employee Benefits$92,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$518,149--$518,149
Depreciation Depletion$213,207--$213,207
Other Salaries and Wages$85,156--$85,156
Interest$63,130--$63,130
Fees for Services Management-$51,341-$51,341
Fees for Services Accounting-$12,267-$12,267
Office Expenses$10,611--$10,611
Payroll Taxes$6,531--$6,531
Advertising$1,625--$1,625
Other Expenses$910--$910
Insurance$866--$866
Other Employee Benefits$825--$825
Conferences and Meetings-$550-$550
Total Functional Expenses$1,030,706$64,158$0$1,094,864

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,094,864
Total Expenses per Audited Statements$1,094,864
Total Expenses per Form 990$1,094,864
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
Tenant Security Deposits$55,002
Due to Voans$31,654
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

The organizations governing body delegated broad authority to an executive committee. The executive committee is composed of the following five officers of the organization: chair, president, vice chair, secretary, and treasurer. There are no executive committee members who are not on the governing body. The executive committee has the authority of the governing body in the management of the business of the organization.

Form 990, Page 6, Part VI, Line 2

Michael king president dir and/or officer of voa david nisivoccia asst sec/tre dir and/or officer of voa peter desjardins asst sec/tre dir and/or officer of voa joseph budzynski asst sec/tre dir and/or officer of voa nancy gavin asst sec/tre dir and/or officer of voa faith nutz asst sec/tre dir and/or officer of voa kimberly black king asst sec/tre dir and/or officer of voa robin keller asst sec dir and/or officer of voa

Form 990, Page 6, Part VI, Line 3

The organization has no employees, and has delegated control over certain property management duties to voa minnesota pursuant to a property management agreement. Volunteers of america national services, as the parent and sponsoring corporation, assists in providing to its subordinate corporations general and administrative supervision, financial management, quality assurance, regulatory compliance, real estate development and strategic planning.

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

Volunteers of america national services has the right to appoint or approve directors.

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

The articles of incorporation and bylaws of the corporation may not be amended without the prior written approval of hud. The organizatonal documents may not be amended without the prior written consent of volunteers of america, inc.

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

The final form 990 is reviewed by asset management and an officer of the board of directors prior to filing with the irs. All members of the organizations board of directors and all officers of the board are also provided an opportunity to review the form 990 in electronic form immediately prior to filing.

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

The policy requires officers, directors and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event actual or potential conflicts arise. Conflicts of interest are reviewed by the board of directors. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Voa Monroe Village Ah Inc
EIN
85-0966269
Phone
7033415000
Address
1660 DUKE STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Dejernette Beaty
Title
Asst. Treas/sec
Phone
7033415000
Signed
2025-10-24

Organization Details

Principal Officer
Dejernette Beaty
Formed
2020
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
13
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
William B Beale
Phone
2259263360
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

TRANSFER OF NET ASSETS 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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