Civic Intelligence

Carmel Mountain Apartments Inc C/O Blackrock Realty Advisors Inc

990 • Fiscal year 2017 • EIN 94-3273384

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileN/A
1 University Sq Dr Pr2-5w-oPrinceton, NJ 08540

(609) 282-2663

Siviq Scores

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

Liabilities / Assets

56th percentile

0.33x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

4.79x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

38th percentile

2.5%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

4.3%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$96,511,426

Up $2,352,277 (+2.5%) from 2016

Net Assets

Up

$64,690,426

Up $2,495,508 (+4.0%) from 2016

Liabilities

Down

$31,821,000

Down $143,231 (-0.4%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin89th percentile

Revenue

Up

$6,644,923

Up $276,354 (+4.3%) from 2016

Expenses

Up

$3,546,824

Up $81,996 (+2.4%) from 2016

Net Income

Up

$3,098,099

Up $194,358 (+6.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2017

Assets$96,511,426
Liabilities$31,821,000
Net Assets$64,690,426
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,644,923
Expenses$3,546,824
Net Income$3,098,099
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Gross Receipts
$6,644,923
Mission and Program Overview

Mission

Title holding corporation for real property

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$38,228,678$39,004,973▲ $776,295
Pd in Cap Srpls Land Bldg Eqp Fund$35,259,973$35,649,677▲ $389,704
Rtn Earn Endowment Incm Other Fnds$26,934,945$29,040,749▲ $2,105,804
Savings and Temporary Cash Investments$742,644$831,054▲ $88,410
Cash and Non-Interest-Bearing Accounts$275,810$260,126▼ $15,684
Intangible Assets$146,426$135,920▼ $10,506
Prepaid Expenses and Deferred Charges$53,492$59,284▲ $5,792
Accounts Receivable$31,956$16,221▼ $15,735
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$94,159,149$96,511,426▲ $2,352,277
Other Assets Total$54,680,143$56,203,848▲ $1,523,705
Liabilities
Mortgage Notes Payable Secured by Investment Property$31,000,000$31,000,000→ $0
Accounts Payable and Accrued Expenses$805,709$671,889▼ $133,820
Other Liabilities$149,809$139,338▼ $10,471
Deferred Revenue$8,713$9,773▲ $1,060
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$31,964,231$31,821,000▼ $143,231
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,194,918$64,690,426▲ $2,495,508
Total Liabilities and Net Assets / Fund Balance$94,159,149$96,511,426▲ $2,352,277

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,031,850--
Other Land Buildings$3,001--
Land$335,912--
Equipment$41,307--
Leasehold Improvements$5,592,903--
Other Assets Org$5,820--
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
See Attached StatementSee Attached Statement

Highest Paid Contractors

ContractorServicesLocationCompensation
Blackrock Realty AdvisorsAsset Management40 EAST 52ND STREET, New York, NY 10022$394,006
Alliance Residential LLCProperty Management-$273,697
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,644,923
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,098,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,546,824
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$1,026,100--$1,026,100
Fees for Services Management$667,703--$667,703
Fees for Service Investment Mgmnt Fees$394,006--$394,006
Other Expenses$298,690--$298,690
All Other Expenses$156,582--$156,582
Insurance$130,158--$130,158
Office Expenses$97,258--$97,258
Advertising$45,183--$45,183
Fees for Services Accounting$23,427--$23,427
Depreciation Depletion$10,506--$10,506
Fees for Services Other$6,139--$6,139
Fees for Services Legal$1,906--$1,906
Total Functional Expenses$3,546,824$0$0$3,546,824
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$139,338
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
% DEIRDRE O'CONNOR
Phone
6092822663
Address
1 UNIVERSITY SQ DR PR2-5W-O, PRINCETON, NJ 08540

Signing Officer

Name
John Lamb
Title
president
Phone
2128105010
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lamb
Formed
1997
Legal Domicile
De
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
300 MADISON AVENUE, NEW YORK, NY 10017
Preparer
Brandon Bush
Phone
6464713000
Supplemental Narrative

Additional Explanations

Part XI

“Other changes in net assets or fund balances description amount contributions 389,704 distributions (2,516,000) total (2,126,296)”

Raw XML AppendixShowing 400 of 403 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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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026934945
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029040749
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0742644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0831054
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt033031850
IRS990ScheduleD/EquipmentGrp/BookValueAmt041307
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt041307
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0335912
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0335912
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05592903
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt05592903
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt056198028
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15820
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1UTILITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03001
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0139338
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt039004973
IRS990ScheduleD/TotalBookValueOtherAssetsAmt056203848
IRS990ScheduleD/TotalLiabilityAmt0139338
IRS990/ScheduleJRequiredInd0false
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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 389,704 DISTRIBUTIONS (2,516,000) TOTAL (2,126,296)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SBC MASTER PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911990052
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION BENEF
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02516000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1389704
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SBC MASTER PENSION TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SBC MASTER PENSION TRUST
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
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IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt094159149
IRS990/TotalAssetsEOYAmt096511426
IRS990/TotalAssetsGrp/BOYAmt094159149
IRS990/TotalAssetsGrp/EOYAmt096511426
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IRS990/TotalFunctionalExpensesGrp/TotalAmt03546824
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IRS990/TotalProgramServiceRevenueAmt06644923
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06644923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06644923
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096511426
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 UNIVERSITY SQ DR PR2-5W-O
IRS990/USAddress/CityNm0PRINCETON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008540
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LAMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum02128105010
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL MOUNTAIN APARTMENTS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RE TAX
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0943273384
ReturnHeader/Filer/InCareOfNm0% DEIRDRE O'CONNOR
ReturnHeader/Filer/PhoneNum06092822663
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNIVERSITY SQ DR PR2-5W-O
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013049920181355000103
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS 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/PreparerPersonNm0BRANDON BUSH
ReturnHeader/ReturnTs02018-05-15T18:04:07-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,511,426
Liabilities
$31,821,000
Net assets
$64,690,426
Revenue
$6,644,923
Expenses
$3,546,824
Net income
$3,098,099
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
2017Detailed filing. Detailed filing data is available for this year.$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