Civic Intelligence

Mihalic'S Project

990 • Fiscal year 2023 • EIN 86-0667653

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 14, 2024

Organization ProfileN/A
3450 N 3rd StPhoenix, AZ 85012

(602) 265-8338

Siviq Scores

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

Liabilities / Assets

86th percentile

0.45x

Higher debt load relative to assets than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

2.72x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$400,549

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 381.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

7.5%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-0.4%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$631,004

Up $44,181 (+7.5%) from 2022

Net Assets

Down

$345,211

Down $9,541 (-2.7%) from 2022

Liabilities

Up

$285,793

Up $53,722 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin25th percentile

Revenue

Down

$105,118

Down $390 (-0.4%) from 2022

Expenses

Down

$114,659

Down $39,801 (-26%) from 2022

Net Income

Up

-$9,541

Up $39,411 (+81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2011: $584,665Liabilities 2011: $157,190Net Assets 2011: $427,4752011Assets 2012: $589,518Liabilities 2012: $175,733Net Assets 2012: $413,7852012Assets 2013: $588,829Liabilities 2013: $175,969Net Assets 2013: $412,8602013Assets 2014: $577,161Liabilities 2014: $161,889Net Assets 2014: $415,2722014Assets 2015: $569,376Liabilities 2015: $174,930Net Assets 2015: $394,4462015Assets 2016: $546,651Liabilities 2016: $167,541Net Assets 2016: $379,1102016Assets 2017: $546,869Liabilities 2017: $160,795Net Assets 2017: $386,0742017Assets 2018: $529,322Liabilities 2018: $160,942Net Assets 2018: $368,3802018Assets 2019: $537,448Liabilities 2019: $163,955Net Assets 2019: $373,4932019Assets 2020: $558,325Liabilities 2020: $167,732Net Assets 2020: $390,5932020Assets 2021: $566,231Liabilities 2021: $162,527Net Assets 2021: $403,7042021Assets 2022: $586,823Liabilities 2022: $232,071Net Assets 2022: $354,7522022Assets 2023: $631,004Liabilities 2023: $285,793Net Assets 2023: $345,2112023Assets 2024: $573,479Liabilities 2024: $119,658Net Assets 2024: $453,8212024

Highlighted filing

2023

Assets$631,004
Liabilities$285,793
Net Assets$345,211
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $83,869Expenses 2011: $114,130Net Income 2011: -$30,2612011Revenue 2012: $94,906Expenses 2012: $108,596Net Income 2012: -$13,6902012Revenue 2013: $22,641Expenses 2013: $29,146Net Income 2013: -$6,5052013Revenue 2014: $102,867Expenses 2014: $100,455Net Income 2014: $2,4122014Revenue 2015: $101,690Expenses 2015: $122,516Net Income 2015: -$20,8262015Revenue 2016: $101,250Expenses 2016: $106,516Net Income 2016: -$5,2662016Revenue 2017: $105,755Expenses 2017: $102,660Net Income 2017: $3,0952017Revenue 2018: $101,698Expenses 2018: $119,392Net Income 2018: -$17,6942018Revenue 2019: $104,253Expenses 2019: $99,140Net Income 2019: $5,1132019Revenue 2020: $105,722Expenses 2020: $88,622Net Income 2020: $17,1002020Revenue 2021: $101,985Expenses 2021: $88,874Net Income 2021: $13,1112021Revenue 2022: $105,508Expenses 2022: $154,460Net Income 2022: -$48,9522022Revenue 2023: $105,118Expenses 2023: $114,659Net Income 2023: -$9,5412023Revenue 2024: $245,308Expenses 2024: $136,698Net Income 2024: $108,6102024

Highlighted filing

2023

Revenue$105,118
Expenses$114,659
Net Income-$9,541
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 14, 2024
Return Version
2022v5.0
Gross Receipts
$105,118
Mission and Program Overview

Mission

Provides residential housing for low-income and disabled individuals in the phoenix area.

To provide residential housing for mentally challenged individuals in the phoenix area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$481,230$478,870▼ $2,360
Savings and Temporary Cash Investments$62,397$79,352▲ $16,955
Cash and Non-Interest-Bearing Accounts$40,118$69,565▲ $29,447
Accounts Receivable$11$152▲ $141
Total Assets$586,823$631,004▲ $44,181
Other Assets Total$3,067$3,065▼ $2
Liabilities
Other Liabilities$155,767$187,739▲ $31,972
Accounts Payable and Accrued Expenses$76,282$97,857▲ $21,575
Deferred Revenue$22$197▲ $175
Total Liabilities$232,071$285,793▲ $53,722
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$354,752$345,211▼ $9,541
Total Net Assets Fund Balance$354,752$345,211▼ $9,541
Total Liabilities and Net Assets / Fund Balance$586,823$631,004▲ $44,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$309,620$575,239$884,859
Land$169,250-$169,250
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Richard HeroldChair
Steve ThompsonImmediate Past Chair
Steve SheetsPresident/CEO
Barbara FirmingerDirector
Dr Jennifer Hartmark-hillDirector
J Blount SwainDirector
Karen EversDirector
Kevin LawsonDirector
Matthew HatfieldDirector
Dr Adrienne C ScheckSecretary
Mike FettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,707
Program Service Revenue
$32,252
Investment Income
$103
Other Revenue
$8,056
Change in Net Assets
$-9,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$105,118
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$105,118
Total Revenue per Form 990
$105,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,725
Salaries, Compensation, and Employee Benefits$18,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$33,382--$33,382
Other Expenses$16,604--$16,604
Other Salaries and Wages$11,139$4,774-$15,913
Occupancy$15,888--$15,888
Insurance$8,755--$8,755
Advertising$7,172--$7,172
Fees for Services Accounting-$6,775-$6,775
Fees for Services Management-$5,760-$5,760
Other Employee Benefits$1,296$556-$1,852
Office Expenses$1,389--$1,389
Payroll Taxes$1,080$89-$1,169
Total Functional Expenses$96,705$17,954$0$114,659

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$114,659
Total Expenses per Audited Statements$114,659
Total Expenses per Form 990$114,659
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
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
Due to Related Parties$185,211
Tenant Security Deposits$2,528
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mike fett and steven sheets have a business relationship as employees of southwest behavioral health services, inc.”

Form 990, Part VI, Section A, Line 3

“The organization uses an outside management company to assist with hud compliance.”

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

“The form 990 is prepared by an outside accounting firm and was reviewed by the board treasurer prior to being filed.”

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

“The organization follows the same conflict of interest policiy as its parent, southwest behavioral health sertvices (sbh). The members of the sbh board of directors and sbh executive personnel acknowledge the need for disclosure of interest(s). Any situation in which a possible conflict of interest might arise will be reported promptly in writing to the corporation. All personnel are required to report a real or potential conflict of interest to their immediate supervisor prior to engaging in any transaction that may be perceived as a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's articles of incorporation, by-laws, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
MIHALIC'S PROJECT
EIN
86-0667653
Phone
6022658338
Address
3450 N 3RD ST, PHOENIX, AZ 85012

Signing Officer

Name
Michael Fett
Title
Treasurer
Phone
6022658338
Signed
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Sheets
Formed
1994
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes uncertain tax positions in the financial statements when it is more likely than not that the positions will not be sustained upon examination by the tax authorities. As of september 30, 2023, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 623 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt066435
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt0137808
IRS990/PYOtherRevenueAmt07848
IRS990/PYProgramServiceRevenueAmt031221
IRS990/PYRevenuesLessExpensesAmt0-48952
IRS990/PYSalariesCompEmpBnftPaidAmt016652
IRS990/PYTotalExpensesAmt0154460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105508
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9541
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt040308
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079352
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0323477
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0522466
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104246
IRS990ScheduleA/Total509Grp/TotalAmt0522466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104253
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0522586
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/BookValueAmt0309620
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0575239
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0884859
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0114659
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0169250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0169250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02528
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1185211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0105118
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0478870
IRS990ScheduleD/TotalExpensesPerForm990Amt0114659
IRS990ScheduleD/TotalLiabilityAmt0187739
IRS990ScheduleD/TotalRevenuePerForm990Amt0105118
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0105118
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0114659
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt035000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt135000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0336276
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1249224
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021573
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE SHEETS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MIKE FETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0400549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1313979
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MIKE FETT AND STEVEN SHEETS HAVE A BUSINESS RELATIONSHIP AS EMPLOYEES OF SOUTHWEST BEHAVIORAL HEALTH SERVICES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION USES AN OUTSIDE MANAGEMENT COMPANY TO ASSIST WITH HUD COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE BOARD TREASURER PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FOLLOWS THE SAME CONFLICT OF INTEREST POLICIY AS ITS PARENT, SOUTHWEST BEHAVIORAL HEALTH SERTVICES (SBH). THE MEMBERS OF THE SBH BOARD OF DIRECTORS AND SBH EXECUTIVE PERSONNEL ACKNOWLEDGE THE NEED FOR DISCLOSURE OF INTEREST(S). ANY SITUATION IN WHICH A POSSIBLE CONFLICT OF INTEREST MIGHT ARISE WILL BE REPORTED PROMPTLY IN WRITING TO THE CORPORATION. ALL PERSONNEL ARE REQUIRED TO REPORT A REAL OR POTENTIAL CONFLICT OF INTEREST TO THEIR IMMEDIATE SUPERVISOR PRIOR TO ENGAGING IN ANY TRANSACTION THAT MAY BE PERCEIVED AS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,004
Liabilities
$285,793
Net assets
$345,211
Revenue
$105,118
Expenses
$114,659
Net income
-$9,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$1.20$4.54$2.45$1.37$1.09
2023Detailed filing. Detailed filing data is available for this year.$6.31$2.86$3.45$1.05$1.15$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$2.32$3.55$1.06$1.54$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$1.63$4.04$1.02$0.89$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$1.68$3.91$1.06$0.89$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$1.64$3.73$1.04$0.99$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$1.61$3.68$1.02$1.19$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$1.61$3.86$1.06$1.03$0.03
2016Summary only. Only limited summary data is available for this year.$5.47$1.68$3.79$1.01$1.07$0.05
2015Summary only. Only limited summary data is available for this year.$5.69$1.75$3.94$1.02$1.23$0.21
2014Summary only. Only limited summary data is available for this year.$5.77$1.62$4.15$1.03$1.00$0.02
2013Summary only. Only limited summary data is available for this year.$5.89$1.76$4.13$0.23$0.29$0.07
2012Summary only. Only limited summary data is available for this year.$5.90$1.76$4.14$0.95$1.09$0.14
2011Summary only. Only limited summary data is available for this year.$5.85$1.57$4.27$0.84$1.14$0.30
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