Civic Intelligence

Specialized Housing II Incorporated

990EZ • Fiscal year 2022 • EIN 93-0836356

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

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

90th percentile

0.52x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.88x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

29th percentile

-7.2%

Higher net margin than 29% 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 257.6% of source-year revenue.

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

Asset Growth

23rd percentile

-19%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

44th percentile

2.6%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Down

$119,237

Down $27,409 (-19%) from 2021

Net Assets

Down

$57,505

Down $5,013 (-8.0%) from 2021

Liabilities

Down

$61,732

Down $22,396 (-27%) from 2021

Revenue

Up

$69,800

Up $1,763 (+2.6%) from 2021

Expenses

Up

$74,813

Up $27,094 (+57%) from 2021

Net Income

Down

-$5,013

Down $25,331 (-125%) from 2021

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

2022

Assets$119,237
Liabilities$61,732
Net Assets$57,505

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

2022

Revenue$69,800
Expenses$74,813
Net Income-$5,013
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 8, 2023
Return Version
2021v4.0
Gross Receipts
$69,800
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-UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.-$74,813
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 Ii Inc
EIN
93-0836356
Phone
5034699348
Address
4140 SW 109TH AVENUE, BEAVERTON, OR 97005-3029

Signing Officer

Name
Brian Mccarl
Title
Exec Dir/secretary
Phone
5034699348
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 software license fee 276 forms 118 mortgage interest 5,855 compliance 1,472 misc. Administration 702 garbage and recycling 985 life/safety 1,787 landscaping 3,891 courtesy patrol contract 556 screening fee 40 washer/dryer 830 travel 284 plumbing repairs 227 repairs - other 205 flooring replacement 13,598 exterior repairs 8,200 other 1,050 non-investment depreciation 8,107 total 48,183

Form 990-ez, Part II, Line 24

Accounts receivable 3,108 5,600 security deposits 2,111 1,873 reserve funds 15,451 22,798 other reserve 32,792 122 residual receipts reserve 33,345 30,359 total 86,807 60,752

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 6,400 3,518 deferred revenue 3,552 696 mgmt held security deposits 2,111 1,873 mortgage and other notes payable 72,065 55,645

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.

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/BOYAmt013753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020506
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036866
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5013
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119237
IRS990EZ/GrossReceiptsAmt069800
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt046086
IRS990EZ/LandAndBuildingsGrp/EOYAmt037979
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057505
IRS990EZ/OccupancyRentUtltsAndMaintAmt013820
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/BOYAmt086807
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060752
IRS990EZ/OtherExpensesTotalAmt048183
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A 10-UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990EZ/ProgramServiceRevenueAmt032929
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A 10-UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074813
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt084128
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt061732
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074813
IRS990EZ/TotalProgramServiceExpensesAmt074813
IRS990EZ/TotalRevenueAmt069800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt04,822
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0187492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0542
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0669
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0122046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04651
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04822
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97150
IRS990ScheduleA/PublicSupportPY170Pct00.97050
IRS990ScheduleA/PublicSupportTotal170Amt0187492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032401
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0187492
IRS990ScheduleA/TotalSupportAmt0192983
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 SOFTWARE LICENSE FEE 276 FORMS 118 MORTGAGE INTEREST 5,855 COMPLIANCE 1,472 MISC. ADMINISTRATION 702 GARBAGE AND RECYCLING 985 LIFE/SAFETY 1,787 LANDSCAPING 3,891 COURTESY PATROL CONTRACT 556 SCREENING FEE 40 WASHER/DRYER 830 TRAVEL 284 PLUMBING REPAIRS 227 REPAIRS - OTHER 205 FLOORING REPLACEMENT 13,598 EXTERIOR REPAIRS 8,200 OTHER 1,050 NON-INVESTMENT DEPRECIATION 8,107 TOTAL 48,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,108 5,600 SECURITY DEPOSITS 2,111 1,873 RESERVE FUNDS 15,451 22,798 OTHER RESERVE 32,792 122 RESIDUAL RECEIPTS RESERVE 33,345 30,359 TOTAL 86,807 60,752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,400 3,518 DEFERRED REVENUE 3,552 696 MGMT HELD SECURITY DEPOSITS 2,111 1,873 MORTGAGE AND OTHER NOTES PAYABLE 72,065 55,645
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCARL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05034699348
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALIZED HOUSING II INC
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0930836356
ReturnHeader/Filer/PhoneNum05034699348
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
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