Civic Intelligence

Specialized Housing III Inc.

990EZ • Fiscal year 2022 • EIN 93-0836355

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 08, 2023

4140 SW 109th AvenueBeaverton, OR 97005-3029

(503) 469-9248

Siviq Scores

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

Liabilities / Assets

97th percentile

2.07x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

1.50x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

33rd percentile

-4.3%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$179,805

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 209.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-9.2%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

17%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$62,022

Flat from 2022

Net Assets

-$66,492

No earlier filing loaded for comparison.

Liabilities

Flat

$128,514

Flat from 2022

Revenue

Flat

$85,840

Flat from 2022

Expenses

Flat

$89,519

Flat from 2022

Net Income

Flat

-$3,679

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $190,792Liabilities 2011: $172,260Net Assets 2011: $18,5322011Assets 2012: $183,518Liabilities 2012: $163,778Net Assets 2012: $19,7402012Assets 2013: $166,717Liabilities 2013: $177,812Net Assets 2013: -$11,0952013Assets 2014: $115,444Liabilities 2014: $168,822Net Assets 2014: -$53,3782014Assets 2015: $105,564Liabilities 2015: $164,2142015Assets 2016: $106,120Liabilities 2016: $174,3312016Assets 2017: $86,530Liabilities 2017: $148,313Net Assets 2017: -$61,7832017Assets 2018: $107,744Liabilities 2018: $155,2722018Assets 2019: $82,789Liabilities 2019: $159,2902019Assets 2020: $82,705Liabilities 2020: $132,879Net Assets 2020: -$50,1742020Assets 2021: $68,341Liabilities 2021: $131,1542021Assets 2022: $62,022Liabilities 2022: $128,514Net Assets 2022: -$66,4922022Assets 2022: $62,022Liabilities 2022: $128,5142022Assets 2023: $85,922Liabilities 2023: $293,5852023

Highlighted filing

2022

Assets$62,022
Liabilities$128,514
Net Assets-$66,492

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $71,730Expenses 2011: $71,471Net Income 2011: $2592011Revenue 2012: $60,302Expenses 2012: $59,094Net Income 2012: $1,2082012Revenue 2013: $56,240Expenses 2013: $87,075Net Income 2013: -$30,8352013Revenue 2014: $45,978Expenses 2014: $88,261Net Income 2014: -$42,2832014Revenue 2015: $70,552Expenses 2015: $75,824Net Income 2015: -$5,2722015Revenue 2016: $79,732Expenses 2016: $89,293Net Income 2016: -$9,5612016Revenue 2017: $81,135Expenses 2017: $74,707Net Income 2017: $6,4282017Revenue 2018: $78,822Expenses 2018: $64,567Net Income 2018: $14,2552018Revenue 2019: $64,631Expenses 2019: $93,604Net Income 2019: -$28,9732019Revenue 2020: $98,554Expenses 2020: $72,227Net Income 2020: $26,3272020Revenue 2021: $73,620Expenses 2021: $86,259Net Income 2021: -$12,6392021Revenue 2022: $85,840Expenses 2022: $89,519Net Income 2022: -$3,6792022Revenue 2022: $85,840Expenses 2022: $89,519Net Income 2022: -$3,6792022Revenue 2023: $74,948Expenses 2023: $216,119Net Income 2023: -$141,1712023

Highlighted filing

2022

Revenue$85,840
Expenses$89,519
Net Income-$3,679
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 8, 2023
Return Version
2021v4.0
Gross Receipts
$85,840
Mission and Program Overview

Mission

Operation of a 10 unit complex for handicapped individuals under section 202 of the naitonal housing act.

Program Services

DescriptionGrantsExpenses
OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.-$89,519
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCCARLExec Dir/SecPT$171,787$8,018$179,805
GEORGE WELSHPresident-$0--
DANIEL ROGERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Specialized Housing Iii Inc
EIN
93-0836355
Phone
5034699248
Address
4140 SW 109TH AVENUE, BEAVERTON, OR 97005-3029

Signing Officer

Name
Brian Mccarl
Title
Exec Dir/secretary
Phone
5034699248
Signed
2023-04-08
Discuss with paid preparer
Yes

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
10300 SW GREENBURG ROAD STE 470, PORTLAND, OR 97223
Preparer
Steven R Bjorklund
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses forms 97 software license fee 234 mortgage interest 6,697 education & training 128 compliance 1,193 misc. Administration 773 trash 4,426 repairs and maintenance 13,900 landscaping 6,225 screening fee 220 bad debt 11,946 non-investment depreciation 5,627 total 51,466

Form 990-ez, Part II, Line 24

Accounts receivable 2,157 1,757 security deposits 2,872 2,470 reserve funds 384 384 residual receipts reserve 123 123 total 5,536 4,734

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 31,848 27,337 deferred revenue 60 533 mgmt held security deposits 2,872 2,470 accrued interest 612 511 advance from shi 9,179 24,179 mortgage and other notes payable 86,583 73,484

Form 990-ez, Part III

Operation of a 10 unit complex for handicapped individuals under section 202 of the naitonal housing act.

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYDIA WHITAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum05034699248
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04140 SW 109TH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt04140 SW 109TH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0970053029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01684
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038264
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017685
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062022
IRS990EZ/GrossReceiptsAmt085840
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt061121
IRS990EZ/LandAndBuildingsGrp/EOYAmt055494
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-62813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-66492
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-62813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-66492
IRS990EZ/OccupancyRentUtltsAndMaintAmt020368
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2171787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt08018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN MCCARL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC DIR/SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05536
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04734
IRS990EZ/OtherExpensesTotalAmt051466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NAITONAL HOUSING ACT.
IRS990EZ/ProgramServiceRevenueAmt047576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089519
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0131154
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0128514
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089519
IRS990EZ/TotalProgramServiceExpensesAmt089519
IRS990EZ/TotalRevenueAmt085840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER RESIDENT CHARGES 7,013
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0214859
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0150415
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05728
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96840
IRS990ScheduleA/PublicSupportPY170Pct00.96780
IRS990ScheduleA/PublicSupportTotal170Amt0214859
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043950
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0214859
IRS990ScheduleA/TotalSupportAmt0221872
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/ExplanationTxt0EXPENSES FORMS 97 SOFTWARE LICENSE FEE 234 MORTGAGE INTEREST 6,697 EDUCATION & TRAINING 128 COMPLIANCE 1,193 MISC. ADMINISTRATION 773 TRASH 4,426 REPAIRS AND MAINTENANCE 13,900 LANDSCAPING 6,225 SCREENING FEE 220 BAD DEBT 11,946 NON-INVESTMENT DEPRECIATION 5,627 TOTAL 51,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2,157 1,757 SECURITY DEPOSITS 2,872 2,470 RESERVE FUNDS 384 384 RESIDUAL RECEIPTS RESERVE 123 123 TOTAL 5,536 4,734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 31,848 27,337 DEFERRED REVENUE 60 533 MGMT HELD SECURITY DEPOSITS 2,872 2,470 ACCRUED INTEREST 612 511 ADVANCE FROM SHI 9,179 24,179 MORTGAGE AND OTHER NOTES PAYABLE 86,583 73,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NAITONAL HOUSING ACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCARL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05034699248
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALIZED HOUSING III INC
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0930836355
ReturnHeader/Filer/PhoneNum05034699248
ReturnHeader/Filer/USAddress/AddressLine1Txt04140 SW 109TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970053029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931015766
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BJORKLUND & MONTPLAISIR CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010300 SW GREENBURG ROAD STE 470
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036436400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BJORKLUND
ReturnHeader/ReturnTs02023-04-08T15:43:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCARL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.86$2.94$0.75$2.16$1.41
2022Detailed filing. Detailed filing data is available for this year.$0.62$1.29$0.66$0.86$0.90$0.04
2022Summary only. Only limited summary data is available for this year.$0.62$1.29$0.86$0.90$0.04
2021Summary only. Only limited summary data is available for this year.$0.68$1.31$0.74$0.86$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$1.33$0.50$0.99$0.72$0.26
2019Summary only. Only limited summary data is available for this year.$0.83$1.59$0.65$0.94$0.29
2018Summary only. Only limited summary data is available for this year.$1.08$1.55$0.79$0.65$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$1.48$0.62$0.81$0.75$0.06
2016Summary only. Only limited summary data is available for this year.$1.06$1.74$0.80$0.89$0.10
2015Summary only. Only limited summary data is available for this year.$1.06$1.64$0.71$0.76$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.15$1.69$0.53$0.46$0.88$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$1.78$0.11$0.56$0.87$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.64$0.20$0.60$0.59$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.72$0.19$0.72$0.71$0.00