Civic Intelligence

Carmel Mountain Apartments Inc

EIN 94-3273384 • 501(c)25 • Princeton, NJ

Profile

Title holding corporation for real property

C/O Re Tax 1 University Sq DrPrinceton, NJ 08540

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.46x

Higher debt load relative to assets than 69% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

6.24x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

19th percentile

-1.2%

Faster asset growth than 19% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

4.1%

Faster revenue growth than 37% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$132,381,905

Down $1,574,977 (-1.2%) from 2023

Liabilities

Down

$61,316,826

Down $43,418 (-0.1%) from 2023

Net Assets

Down

$71,065,079

Down $1,531,559 (-2.1%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin87th percentile

Revenue

Up

$9,832,187

Up $383,431 (+4.1%) from 2023

Expenses

Up

$5,343,530

Up $151,311 (+2.9%) from 2023

Net Income

Up

$4,488,657

Up $232,120 (+5.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $69,428,298Liabilities 2011: $25,985,766Net Assets 2011: $43,442,5322011Assets 2012: $71,799,181Liabilities 2012: $26,019,234Net Assets 2012: $45,779,9472012Assets 2013: $74,716,845Liabilities 2013: $25,830,716Net Assets 2013: $48,886,1292013Assets 2014: $79,848,585Liabilities 2014: $25,910,077Net Assets 2014: $53,938,5082014Assets 2015: $87,132,463Liabilities 2015: $31,568,268Net Assets 2015: $55,564,1952015Assets 2016: $94,159,149Liabilities 2016: $31,964,231Net Assets 2016: $62,194,9182016Assets 2017: $96,511,426Liabilities 2017: $31,821,000Net Assets 2017: $64,690,4262017Assets 2018: $99,522,434Liabilities 2018: $32,127,296Net Assets 2018: $67,395,1382018Assets 2019: $104,870,076Liabilities 2019: $31,808,818Net Assets 2019: $73,061,2582019Assets 2020: $104,436,887Liabilities 2020: $31,961,011Net Assets 2020: $72,475,8762020Assets 2021: $126,463,068Liabilities 2021: $32,157,835Net Assets 2021: $94,305,2332021Assets 2022: $147,821,007Liabilities 2022: $61,215,782Net Assets 2022: $86,605,2252022Assets 2023: $133,956,882Liabilities 2023: $61,360,244Net Assets 2023: $72,596,6382023Assets 2024: $132,381,905Liabilities 2024: $61,316,826Net Assets 2024: $71,065,0792024

Highlighted filing

2024

Assets$132,381,905
Liabilities$61,316,826
Net Assets$71,065,079
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2011: $5,086,620Expenses 2011: $3,241,018Net Income 2011: $1,845,6022011Expenses 2012: $3,253,9642012Revenue 2013: $5,377,229Expenses 2013: $3,278,533Net Income 2013: $2,098,6962013Revenue 2014: $5,737,026Expenses 2014: $3,427,244Net Income 2014: $2,309,7822014Revenue 2015: $6,074,349Expenses 2015: $3,448,884Net Income 2015: $2,625,4652015Revenue 2016: $6,368,569Expenses 2016: $3,464,828Net Income 2016: $2,903,7412016Revenue 2017: $6,644,923Expenses 2017: $3,546,824Net Income 2017: $3,098,0992017Revenue 2018: $7,055,343Expenses 2018: $3,609,331Net Income 2018: $3,446,0122018Revenue 2019: $7,416,630Expenses 2019: $3,723,506Net Income 2019: $3,693,1242019Revenue 2020: $7,406,506Expenses 2020: $3,784,034Net Income 2020: $3,622,4722020Revenue 2021: $7,869,627Expenses 2021: $3,974,522Net Income 2021: $3,895,1052021Revenue 2022: $8,713,587Expenses 2022: $4,779,536Net Income 2022: $3,934,0512022Revenue 2023: $9,448,756Expenses 2023: $5,192,219Net Income 2023: $4,256,5372023Revenue 2024: $9,832,187Expenses 2024: $5,343,530Net Income 2024: $4,488,6572024

Highlighted filing

2024

Revenue$9,832,187
Expenses$5,343,530
Net Income$4,488,657
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$132,381,905
Liabilities
$61,316,826
Net assets
$71,065,079
Revenue
$9,832,187
Expenses
$5,343,530
Net income
$4,488,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$61.3$71.1$9.83$5.34$4.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$134$61.4$72.6$9.45$5.19$4.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$61.2$86.6$8.71$4.78$3.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$32.2$94.3$7.87$3.97$3.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$32.0$72.5$7.41$3.78$3.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$31.8$73.1$7.42$3.72$3.69
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.5$32.1$67.4$7.06$3.61$3.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.5$31.8$64.7$6.64$3.55$3.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$32.0$62.2$6.37$3.46$2.90
2015Detailed filing. Detailed filing data is available for this year.$87.1$31.6$55.6$6.07$3.45$2.63
2014Detailed filing. Detailed filing data is available for this year.$79.8$25.9$53.9$5.74$3.43$2.31
2013Detailed filing. Detailed filing data is available for this year.$74.7$25.8$48.9$5.38$3.28$2.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.8$26.0$45.8$3.25
2011Summary only. Only limited summary data is available for this year.$69.4$26.0$43.4$5.09$3.24$1.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$9,832,187
Mission and Program Overview

Mission

Title holding corporation for real property

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$42,848,382$43,864,112▲ $1,015,730
Pd in Cap Srpls Land Bldg Eqp Fund$39,845,185$40,721,699▲ $876,514
Rtn Earn Endowment Incm Other Fnds$32,751,453$30,343,380▼ $2,408,073
Savings and Temporary Cash Investments$687,169$663,101▼ $24,068
Cash and Non-Interest-Bearing Accounts$278,269$275,149▼ $3,120
Intangible Assets$330,808$252,836▼ $77,972
Prepaid Expenses and Deferred Charges$312,169$250,804▼ $61,365
Accounts Receivable$45,027$36,575▼ $8,452
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$133,956,882$132,381,905▼ $1,574,977
Other Assets Total$89,455,058$87,039,328▼ $2,415,730
Liabilities
Mortgage Notes Payable Secured by Investment Property$60,250,000$60,250,000→ $0
Accounts Payable and Accrued Expenses$913,168$856,368▼ $56,800
Other Liabilities$195,582$206,293▲ $10,711
Deferred Revenue$1,494$4,165▲ $2,671
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$61,360,244$61,316,826▼ $43,418
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,596,638$71,065,079▼ $1,531,559
Total Liabilities and Net Assets / Fund Balance$133,956,882$132,381,905▼ $1,574,977

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,039,300--
Other Land Buildings$3,002--
Land$391,589--
Equipment$109,795--
Leasehold Improvements$10,320,426--
Other Assets Org$439--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Debra MistrettaDirector and President

Highest Paid Contractors

ContractorServicesLocationCompensation
Alliance Residential LLCProperty Management-$1,020,608
Blackrock Realty AdvisorsAsset Management50 Hudson Yards 7th Floor, New York, NY 10001$543,705
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,832,187
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,488,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,343,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,464,075--$1,464,075
Fees for Services Management$1,020,608--$1,020,608
Insurance$662,776--$662,776
Fees for Service Investment Mgmnt Fees$543,705--$543,705
Other Expenses$368,309--$368,309
All Other Expenses$213,385--$213,385
Office Expenses$166,899--$166,899
Depreciation Depletion$77,972--$77,972
Advertising$47,097--$47,097
Fees for Services Legal$33,718--$33,718
Fees for Services Accounting$27,454--$27,454
Fees for Services Other$4,698--$4,698
Total Functional Expenses$5,343,530$0$0$5,343,530
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$206,293
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI

“6) The stockholders are pension trusts described in and exempt from federal income tax under section 401 and 501 of the internal revenue code. 7a) Stockholders hold annual elections for both officers and directors for the organization. 7b) The business of the corporation shall be managed by its board of directors. All decisions made by the board of directors are authorized by the stockholders. 8a) All of the meetings held by the board of directors are properly documented. 8b) There are no committees or delegation of authority within the governing body. Decisions are made by the members of the governing body. 11b) The 990 is reviewed by the portfolio accounting department and by the signer who is also an officer/director of the organization. 19) Information about the organization's investment programs and the financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Carmel Mountain Apartments Inc
EIN
94-3273384
In Care Of
% MICHAEL KOZIN
Phone
6092822663
Address
C/O RE TAX 1 UNIVERSITY SQ DR, PRINCETON, NJ 08540

Signing Officer

Name
Troy Wismer
Title
Vice President, Fina
Phone
2128105010
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Troy Wismer
Formed
1997
Legal Domicile
De
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
PwC US Tax LLP
Address
300 MADISON AVENUE, NEW YORK, NY 10017
Preparer
Michael Schiemann
Phone
6464713000
Supplemental Narrative

Additional Explanations

Part XI

“Other changes in net assets or fund balances description amount contributions 876,514 distributions (4,481,000) total (3,604,486)”

Raw XML Appendix399 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0913168
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0856368
IRS990/AccountsReceivableGrp/BOYAmt045027
IRS990/AccountsReceivableGrp/EOYAmt036575
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TITLE HOLDING CORPORATION FOR REAL PROPERTY
IRS990/AdvertisingGrp/ProgramServicesAmt047097
IRS990/AdvertisingGrp/TotalAmt047097
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0213385
IRS990/AllOtherExpensesGrp/TotalAmt0213385
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL KOZIN
IRS990/BooksInCareOfDetail/PhoneNum06462311719
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 HUDSON YARDS 7TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010001
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0278269
IRS990/CashNonInterestBearingGrp/EOYAmt0275149
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0543705
IRS990/ContractorCompensationGrp/CompensationAmt11020608
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt050 Hudson Yards 7th Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010001
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BLACKROCK REALTY ADVISORS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Alliance Residential LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Asset Management
IRS990/ContractorCompensationGrp/ServicesDesc1Property Management
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt05343530
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09832187
IRS990/CYRevenuesLessExpensesAmt04488657
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05343530
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09832187
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01494
IRS990/DeferredRevenueGrp/EOYAmt04165
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt077972
IRS990/DepreciationDepletionGrp/TotalAmt077972
IRS990/Desc0AVAILABLE UPON REQUEST.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt027454
IRS990/FeesForServicesAccountingGrp/TotalAmt027454
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt033718
IRS990/FeesForServicesLegalGrp/TotalAmt033718
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01020608
IRS990/FeesForServicesManagementGrp/TotalAmt01020608
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04698
IRS990/FeesForServicesOtherGrp/TotalAmt04698
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0543705
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0543705
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Debra Mistretta
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director and President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt09832187
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0662776
IRS990/InsuranceGrp/TotalAmt0662776
IRS990/IntangibleAssetsGrp/BOYAmt0330808
IRS990/IntangibleAssetsGrp/EOYAmt0252836
IRS990/InterestGrp/ProgramServicesAmt01464075
IRS990/InterestGrp/TotalAmt01464075
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042848382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043864112
IRS990/LandBldgEquipCostOrOtherBssAmt043864112
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TITLE HOLDING CORPORATION FOR REAL PROPERTY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt060250000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt060250000
IRS990/NetAssetsOrFundBalancesBOYAmt072596638
IRS990/NetAssetsOrFundBalancesEOYAmt071065079
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2415730
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0166899
IRS990/OfficeExpensesGrp/TotalAmt0166899
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt089455058
IRS990/OtherAssetsTotalGrp/EOYAmt087039328
IRS990/OtherChangesInNetAssetsAmt0-3604486
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LANDSCAPING
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt044364
IRS990/OtherExpensesGrp/ProgramServicesAmt1139683
IRS990/OtherExpensesGrp/ProgramServicesAmt2528787
IRS990/OtherExpensesGrp/ProgramServicesAmt3368309
IRS990/OtherExpensesGrp/TotalAmt044364
IRS990/OtherExpensesGrp/TotalAmt1139683
IRS990/OtherExpensesGrp/TotalAmt2528787
IRS990/OtherExpensesGrp/TotalAmt3368309
IRS990/OtherLiabilitiesGrp/BOYAmt0195582
IRS990/OtherLiabilitiesGrp/EOYAmt0206293
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt039845185
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt040721699
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0312169
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0250804
IRS990/PrincipalOfficerNm0Troy Wismer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09832187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09832187
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05192219
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09448756
IRS990/PYRevenuesLessExpensesAmt04256537
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05192219
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09448756
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04488657
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032751453
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt030343380
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0687169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0663101
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt033039300
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt033039300
IRS990ScheduleD/EquipmentGrp/BookValueAmt0109795
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0109795
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0391589
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0391589
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010320426
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt010320426
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt087038889
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1439
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1UTILITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03002
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0206293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043864112
IRS990ScheduleD/TotalBookValueOtherAssetsAmt087039328
IRS990ScheduleD/TotalLiabilityAmt0206293
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06) The stockholders are pension trusts described in and exempt from federal income tax under section 401 and 501 of the internal revenue code. 7a) Stockholders hold annual elections for both officers and directors for the organization. 7b) The business of the corporation shall be managed by its board of directors. All decisions made by the board of directors are authorized by the stockholders. 8a) All of the meetings held by the board of directors are properly documented. 8b) There are no committees or delegation of authority within the governing body. Decisions are made by the members of the governing body. 11b) The 990 is reviewed by the portfolio accounting department and by the signer who is also an officer/director of the organization. 19) Information about the organization's investment programs and the financial statements are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER CHANGES IN NET ASSETS OR FUND BALANCES DESCRIPTION AMOUNT CONTRIBUTIONS 876,514 DISTRIBUTIONS (4,481,000) TOTAL (3,604,486)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SBC MASTER PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911990052
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION BENEF
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04481000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1876514
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SBC MASTER PENSION TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SBC MASTER PENSION TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0133956882
IRS990/TotalAssetsEOYAmt0132381905
IRS990/TotalAssetsGrp/BOYAmt0133956882
IRS990/TotalAssetsGrp/EOYAmt0132381905
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05343530
IRS990/TotalFunctionalExpensesGrp/TotalAmt05343530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt061360244
IRS990/TotalLiabilitiesEOYAmt061316826
IRS990/TotalLiabilitiesGrp/BOYAmt061360244
IRS990/TotalLiabilitiesGrp/EOYAmt061316826
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072596638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071065079
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05343530
IRS990/TotalProgramServiceRevenueAmt09832187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09832187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09832187
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0133956882
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132381905
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O RE TAX 1 UNIVERSITY SQ DR
IRS990/USAddress/CityNm0PRINCETON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd008540
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Troy Wismer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President, Fina
ReturnHeader/BusinessOfficerGrp/PhoneNum02128105010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL MOUNTAIN APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0943273384
ReturnHeader/Filer/InCareOfNm0% MICHAEL KOZIN
ReturnHeader/Filer/PhoneNum06092822663
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RE TAX 1 UNIVERSITY SQ DR
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 MADISON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum06464713000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Schiemann
ReturnHeader/ReturnTs02025-10-30T14:24:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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