Civic Intelligence

Specialized Housing V Incorporated

990EZ • Fiscal year 2022 • EIN 93-0863357

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 20, 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

93rd percentile

0.82x

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

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

Liabilities / Revenue

98th percentile

2.55x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

69th percentile

19%

Higher net margin than 69% 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 299.9% of source-year revenue.

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

Asset Growth

37th percentile

-5.5%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

45th percentile

3.8%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Down

$187,197

Down $10,908 (-5.5%) from 2021

Net Assets

Up

$34,537

Up $11,339 (+49%) from 2021

Liabilities

Down

$152,660

Down $22,247 (-13%) from 2021

Revenue

Up

$59,948

Up $2,179 (+3.8%) from 2021

Expenses

Up

$48,610

Up $4,337 (+9.8%) from 2021

Net Income

Down

$11,338

Down $2,158 (-16%) from 2021

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: $246,703Liabilities 2011: $201,308Net Assets 2011: $45,3952011Assets 2012: $259,265Liabilities 2012: $196,230Net Assets 2012: $63,0352012Assets 2013: $259,272Liabilities 2013: $238,672Net Assets 2013: $20,6002013Assets 2014: $254,931Liabilities 2014: $233,264Net Assets 2014: $21,6672014Assets 2015: $224,408Liabilities 2015: $228,5032015Assets 2016: $223,563Liabilities 2016: $218,2322016Assets 2017: $209,442Liabilities 2017: $208,386Net Assets 2017: $1,0562017Assets 2018: $191,633Liabilities 2018: $195,981Net Assets 2018: -$4,3482018Assets 2019: $193,493Liabilities 2019: $192,1942019Assets 2020: $188,938Liabilities 2020: $179,236Net Assets 2020: $9,7022020Assets 2021: $198,105Liabilities 2021: $174,907Net Assets 2021: $23,1982021Assets 2022: $187,197Liabilities 2022: $152,660Net Assets 2022: $34,5372022Assets 2023: $186,278Liabilities 2023: $129,977Net Assets 2023: $56,3012023Assets 2024: $187,576Liabilities 2024: $117,090Net Assets 2024: $70,4862024

Highlighted filing

2022

Assets$187,197
Liabilities$152,660
Net Assets$34,537

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $67,450Expenses 2011: $51,831Net Income 2011: $15,6192011Revenue 2012: $68,591Expenses 2012: $50,951Net Income 2012: $17,6402012Revenue 2013: $60,540Expenses 2013: $102,975Net Income 2013: -$42,4352013Revenue 2014: $50,979Expenses 2014: $49,912Net Income 2014: $1,0672014Revenue 2015: $49,389Expenses 2015: $75,151Net Income 2015: -$25,7622015Revenue 2016: $60,050Expenses 2016: $50,624Net Income 2016: $9,4262016Revenue 2017: $50,301Expenses 2017: $54,576Net Income 2017: -$4,2752017Revenue 2018: $58,341Expenses 2018: $63,745Net Income 2018: -$5,4042018Revenue 2019: $58,732Expenses 2019: $53,085Net Income 2019: $5,6472019Revenue 2020: $54,575Expenses 2020: $46,172Net Income 2020: $8,4032020Revenue 2021: $57,769Expenses 2021: $44,273Net Income 2021: $13,4962021Revenue 2022: $59,948Expenses 2022: $48,610Net Income 2022: $11,3382022Revenue 2023: $65,990Expenses 2023: $44,225Net Income 2023: $21,7652023Revenue 2024: $68,234Expenses 2024: $54,049Net Income 2024: $14,1852024

Highlighted filing

2022

Revenue$59,948
Expenses$48,610
Net Income$11,338
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 20, 2023
Return Version
2021v4.0
Gross Receipts
$59,948
Mission and Program Overview

Mission

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.-$48,610
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 V Inc
EIN
93-0863357
Phone
5034699248
Address
4140 SW 109TH AVENUE, BEAVERTON, OR 97005-3029

Signing Officer

Name
Brian Mccarl
Title
Exec Dir/secretary
Phone
5034699248
Signed
2023-04-20
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 office supplies 110 authorized debt pmt 10,221 capital from operating 6,220 bank fees 167 other admin expenses 148 non-investment depreciation 8,903 total 25,769

Form 990-ez, Part II, Line 24

Residual receipts 46,343 38,002 reserve cd 32,792 32,797 security deposits 2,041 2,028 reserve- maintenance 13,829 10,130 total 95,005 82,957

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 10,544 1,079 deferred revenue 0 253 tenant security deposits 2,267 2,028 other liabilities 43,908 43,908 accrued interest 904 806 mortgage and other notes payable 117,283 104,586

Form 990-ez, Part III

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

Raw XML Appendix155 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/BOYAmt03227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029555
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187197
IRS990EZ/GrossReceiptsAmt059948
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LandAndBuildingsGrp/BOYAmt099873
IRS990EZ/LandAndBuildingsGrp/EOYAmt090970
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023199
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023199
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034537
IRS990EZ/OccupancyRentUtltsAndMaintAmt015041
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/BOYAmt095005
IRS990EZ/OtherAssetsTotalDetail/EOYAmt082957
IRS990EZ/OtherExpensesTotalAmt025769
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/ProgramServiceRevenueAmt030380
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A 10 UNIT COMPLEX FOR HANDICAPPED INDIVIDUALS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048610
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0174906
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0152660
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048610
IRS990EZ/TotalProgramServiceExpensesAmt048610
IRS990EZ/TotalRevenueAmt059948
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER RESIDENT CHARGES 5,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0134903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0731
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0118831
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0469
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04531
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95920
IRS990ScheduleA/PublicSupportPY170Pct00.95690
IRS990ScheduleA/PublicSupportTotal170Amt0134903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023897
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0134903
IRS990ScheduleA/TotalSupportAmt0140634
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 OFFICE SUPPLIES 110 AUTHORIZED DEBT PMT 10,221 CAPITAL FROM OPERATING 6,220 BANK FEES 167 OTHER ADMIN EXPENSES 148 NON-INVESTMENT DEPRECIATION 8,903 TOTAL 25,769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESIDUAL RECEIPTS 46,343 38,002 RESERVE CD 32,792 32,797 SECURITY DEPOSITS 2,041 2,028 RESERVE- MAINTENANCE 13,829 10,130 TOTAL 95,005 82,957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 10,544 1,079 DEFERRED REVENUE 0 253 TENANT SECURITY DEPOSITS 2,267 2,028 OTHER LIABILITIES 43,908 43,908 ACCRUED INTEREST 904 806 MORTGAGE AND OTHER NOTES PAYABLE 117,283 104,586
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/PhoneNum05034699248
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALIZED HOUSING V INC
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0930863357
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/PreparationDt02023-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BJORKLUND
ReturnHeader/ReturnTs02023-05-10T17:39:00-04:00
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.$1.88$1.17$0.70$0.68$0.54$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.86$1.30$0.56$0.66$0.44$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.87$1.53$0.35$0.60$0.49$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.98$1.75$0.23$0.58$0.44$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.89$1.79$0.10$0.55$0.46$0.08
2019Summary only. Only limited summary data is available for this year.$1.93$1.92$0.59$0.53$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.92$1.96$0.04$0.58$0.64$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.09$2.08$0.01$0.50$0.55$0.04
2016Summary only. Only limited summary data is available for this year.$2.24$2.18$0.60$0.51$0.09
2015Summary only. Only limited summary data is available for this year.$2.24$2.29$0.49$0.75$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.55$2.33$0.22$0.51$0.50$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$2.39$0.21$0.61$1.03$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$1.96$0.63$0.69$0.51$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$2.01$0.45$0.67$0.52$0.16