Civic Intelligence

Occ Living

990EZ • Fiscal year 2023 • EIN 88-1083199

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profilewww.occ-living.org
7202 South Westmoreland Rd 1106Dallas, TX 75237

(469) 394-7653

Siviq Scores

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

Liabilities / Assets

99th percentile

38.38x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.64x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-118%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 51.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-97%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

6th percentile

-74%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$326

Down $10,344 (-97%) from 2022

Net Assets

Down

-$12,187

Down $22,857 (-214%) from 2022

Liabilities

Up

$12,513

Up $12,513 from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin5th percentile

Revenue

Down

$19,414

Down $55,586 (-74%) from 2022

Expenses

Down

$42,271

Down $22,059 (-34%) from 2022

Net Income

Down

-$22,857

Down $33,527 (-314%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$40K$20K$0-$20KAssets 2022: $10,670Liabilities 2022: $0Net Assets 2022: $10,6702022Assets 2023: $326Liabilities 2023: $12,513Net Assets 2023: -$12,1872023Assets 2024: $31,278Liabilities 2024: $0Net Assets 2024: $31,2782024

Highlighted filing

2023

Assets$326
Liabilities$12,513
Net Assets-$12,187
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $75,000Expenses 2022: $64,330Net Income 2022: $10,6702022Revenue 2023: $19,414Expenses 2023: $42,271Net Income 2023: -$22,8572023Revenue 2024: $203,738Expenses 2024: $160,304Net Income 2024: $43,4342024

Highlighted filing

2023

Revenue$19,414
Expenses$42,271
Net Income-$22,857
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$19,414
Mission and Program Overview

Mission

OCC Living serves the community by providing access to essential needs, rental assistance, financial assistance, and financial literacy. Our mission is grounded in servant leadership and humanitarianism.

Program Services

DescriptionGrantsExpenses
Our primary objective is to offer safe, decent, and affordable housing assistance to low-income individuals and families, ensuring they have access to stable and secure living conditions.$10,475$12,660
We actively engage with the communities we serve, fostering a sense of belonging, empowerment, and social cohesion. Our primary programs include holiday giving and community outreach events.$0$8,919
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Camilla BradshawProgram DirectorFT$10,000-$10,000
Jeanette BerryPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Occ Living
EIN
88-1083199
Phone
4693947653
Address
7202 SOUTH WESTMORELAND RD 1106, Dallas, TX 75237

Signing Officer

Name
Jeanette Berry
Title
President
Phone
2148745707
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Porter Williams Group LLC
Address
8350 North Central Expressway, Dallas, TX 75206
Preparer
Teliesha Williams
Phone
2145506516
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Interest Income;8^Total;8^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Assistant Living and Programming Expense;21579|Office Expenses;742|Marketing;2292|Charitable Contributions;151|Insurance;643|Meals;1192^Total;26599^”

Form 990-EZ, Part II, Line 26

“Loan Payable and PY Adjustment”

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Porter Williams Group LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum02145506516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08350 N Central Expressway
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 1900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010670
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0326
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019406
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-22857
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010670
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0326
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019414
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010670
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-12187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010670
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-12187
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeanette Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Camilla Bradshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Program Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026599
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OCC Living serves the community by providing access to essential needs, rental assistance, financial assistance, and financial literacy. Our mission is grounded in servant leadership and humanitarianism.
IRS990EZ/PrintingPublicationsPostageAmt0122
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our primary objective is to offer safe, decent, and affordable housing assistance to low-income individuals and families, ensuring they have access to stable and secure living conditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We actively engage with the communities we serve, fostering a sense of belonging, empowerment, and social cohesion. Our primary programs include holiday giving and community outreach events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010475
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012660
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18919
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010050
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012513
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042271
IRS990EZ/TotalProgramServiceExpensesAmt021579
IRS990EZ/TotalRevenueAmt019414
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.occ-living.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Bank Interest Income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097256
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt097256
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097256
IRS990ScheduleA/TotalSupportAmt097264
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Interest Income;8^Total;8^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Assistant Living and Programming Expense;21579|Office Expenses;742|Marketing;2292|Charitable Contributions;151|Insurance;643|Meals;1192^Total;26599^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Loan Payable and PY Adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanette Berry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02148745707
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCC LIVING
ReturnHeader/Filer/BusinessNameControlTxt0OCCL
ReturnHeader/Filer/EIN0881083199
ReturnHeader/Filer/PhoneNum04693947653
ReturnHeader/Filer/USAddress/AddressLine1Txt07202 SOUTH WESTMORELAND RD 1106
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884379944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter Williams Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08350 North Central Expressway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075206
ReturnHeader/PreparerPersonGrp/PhoneNum02145506516
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teliesha Williams
ReturnHeader/ReturnTs02024-11-12T16:59:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$326
Liabilities
$12,513
Net assets
-$12,187
Revenue
$19,414
Expenses
$42,271
Net income
-$22,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$2.04$1.60$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.13$0.12$0.19$0.42$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.75$0.64$0.11