Civic Intelligence

Specialized Housing II Incorporated

990EZ • Fiscal year 2020 • EIN 93-0836356

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 03, 2020

4140 SW 109th AvenueBeaverton, OR 97005-3029

(503) 469-9348

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.31x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$105,302

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 146.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

4.3%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

5.9%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$136,887

Up $5,648 (+4.3%) from 2019

Net Assets

$42,200

No earlier filing loaded for comparison.

Liabilities

Down

$94,687

Down $10,397 (-9.9%) from 2019

Revenue

Up

$72,092

Up $4,043 (+5.9%) from 2019

Expenses

Up

$56,047

Up $2,614 (+4.9%) from 2019

Net Income

Up

$16,045

Up $1,429 (+9.8%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2011: $192,219Liabilities 2011: $178,782Net Assets 2011: $13,4372011Assets 2012: $193,157Liabilities 2012: $172,586Net Assets 2012: $20,5712012Assets 2013: $178,130Liabilities 2013: $189,397Net Assets 2013: -$11,2672013Assets 2014: $167,265Liabilities 2014: $168,309Net Assets 2014: -$1,0442014Assets 2015: $155,727Liabilities 2015: $149,0412015Assets 2016: $138,336Liabilities 2016: $139,8702016Assets 2017: $128,942Liabilities 2017: $128,879Net Assets 2017: $632017Assets 2018: $131,558Liabilities 2018: $120,019Net Assets 2018: $11,5392018Assets 2019: $131,239Liabilities 2019: $105,0842019Assets 2020: $136,887Liabilities 2020: $94,687Net Assets 2020: $42,2002020Assets 2021: $146,646Liabilities 2021: $84,128Net Assets 2021: $62,5182021Assets 2022: $119,237Liabilities 2022: $61,732Net Assets 2022: $57,5052022Assets 2023: $89,252Liabilities 2023: $48,324Net Assets 2023: $40,9282023Assets 2024: $86,918Liabilities 2024: $26,563Net Assets 2024: $60,3552024

Highlighted filing

2020

Assets$136,887
Liabilities$94,687
Net Assets$42,200

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $56,655Expenses 2011: $58,786Net Income 2011: -$2,1312011Revenue 2012: $57,119Expenses 2012: $49,985Net Income 2012: $7,1342012Revenue 2013: $63,121Expenses 2013: $94,959Net Income 2013: -$31,8382013Revenue 2014: $63,881Expenses 2014: $53,658Net Income 2014: $10,2232014Revenue 2015: $66,665Expenses 2015: $58,935Net Income 2015: $7,7302015Revenue 2016: $65,692Expenses 2016: $73,912Net Income 2016: -$8,2202016Revenue 2017: $60,922Expenses 2017: $59,325Net Income 2017: $1,5972017Revenue 2018: $67,194Expenses 2018: $55,721Net Income 2018: $11,4732018Revenue 2019: $68,049Expenses 2019: $53,433Net Income 2019: $14,6162019Revenue 2020: $72,092Expenses 2020: $56,047Net Income 2020: $16,0452020Revenue 2021: $68,037Expenses 2021: $47,719Net Income 2021: $20,3182021Revenue 2022: $69,800Expenses 2022: $74,813Net Income 2022: -$5,0132022Revenue 2023: $81,956Expenses 2023: $98,533Net Income 2023: -$16,5772023Revenue 2024: $71,108Expenses 2024: $51,681Net Income 2024: $19,4272024

Highlighted filing

2020

Revenue$72,092
Expenses$56,047
Net Income$16,045
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 3, 2020
Return Version
2019v5.0
Gross Receipts
$72,092
Mission and Program Overview

Mission

Low income housing for handicapped individuals.

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

Program Services

DescriptionGrantsExpenses
OPERATION OF A 10 UNITS COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.-$56,047
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCCARLExecutive DiPT$105,302-$105,302
TIM RAMISPresident-$0--
GEORGE WELSHVice Preside-$0--
DANIEL ROGERSMember-$0--
Filing and Contact Details

Filer

Filer Name
Specialized Housing Ii Inc
EIN
93-0836356
Phone
5034699348
Address
4140 SW 109TH AVENUE, BEAVERTON, OR 97005-3029

Signing Officer

Name
Brian Mccarl
Title
Executive Director
Phone
5034699348
Signed
2020-02-03
Discuss with paid preparer
Yes

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
9020 SW WASHINGTON SQ RD SUITE 46, PORTLAND, OR 97223
Preparer
Steven R Bjorklund
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 28 software license fee 104 telephone 197 mortgage interest 8,640 education & training 16 bank fees 133 compliance 622 misc. Administration 276 garbage and recycling 618 life/safety 67 repair supplies 89 landscaping 3,201 courtesy patrol contract 983 dishwasher 1,420 bad debt expense 3,136 non-investment depreciation 8,107 total 27,637

Form 990-ez, Part II, Line 24

Accounts receivable 372 1,597 reserve funds 0 8,105 security deposits 1,590 1,880 residual receipts reserve 3,207 28,974 other reserve 35,205 32,670 total 40,374 73,226

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,799 5,153 deferred revenue 0 615 tenant security deposits 1,590 0 mgmt held security deposits 0 1,880 mortgage and other notes payable 100,695 87,039

Form 990-ez, Part III

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

Raw XML Appendix153 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 28 SOFTWARE LICENSE FEE 104 TELEPHONE 197 MORTGAGE INTEREST 8,640 EDUCATION & TRAINING 16 BANK FEES 133 COMPLIANCE 622 MISC. ADMINISTRATION 276 GARBAGE AND RECYCLING 618 LIFE/SAFETY 67 REPAIR SUPPLIES 89 LANDSCAPING 3,201 COURTESY PATROL CONTRACT 983 DISHWASHER 1,420 BAD DEBT EXPENSE 3,136 NON-INVESTMENT DEPRECIATION 8,107 TOTAL 27,637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 372 1,597 RESERVE FUNDS 0 8,105 SECURITY DEPOSITS 1,590 1,880 RESIDUAL RECEIPTS RESERVE 3,207 28,974 OTHER RESERVE 35,205 32,670 TOTAL 40,374 73,226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,799 5,153 DEFERRED REVENUE 0 615 TENANT SECURITY DEPOSITS 1,590 0 MGMT HELD SECURITY DEPOSITS 0 1,880 MORTGAGE AND OTHER NOTES PAYABLE 100,695 87,039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL 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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCARL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05034699348
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALIZED HOUSING II INC
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ReturnHeader/Filer/PhoneNum05034699348
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036436400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BJORKLUND
ReturnHeader/ReturnTs02021-03-01T17:03:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.27$0.60$0.71$0.52$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.48$0.41$0.82$0.99$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.62$0.58$0.70$0.75$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.84$0.63$0.68$0.48$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.95$0.42$0.72$0.56$0.16
2019Summary only. Only limited summary data is available for this year.$1.31$1.05$0.68$0.53$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.32$1.20$0.12$0.67$0.56$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.00$0.61$0.59$0.02
2016Summary only. Only limited summary data is available for this year.$1.38$1.40$0.66$0.74$0.08
2015Summary only. Only limited summary data is available for this year.$1.56$1.49$0.67$0.59$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.67$1.68$0.01$0.64$0.54$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$1.89$0.11$0.63$0.95$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.73$0.21$0.57$0.50$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.79$0.13$0.57$0.59$0.02