Civic Intelligence

Harvard Plaza Inc.

990 • Fiscal year 2016 • EIN 95-3377301

Apr 01, 2015 to Mar 31, 2016 • Filed on Jan 31, 2017

Organization ProfileN/A
PO Box 7070Pasadena, CA 91109-7070

(323) 258-3512

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.58x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

1.64x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

3.7%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

25th percentile

-4.0%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.3%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$4,452,533

Down $187,174 (-4.0%) from 2015

Net Assets

Up

$1,888,116

Up $57,558 (+3.1%) from 2015

Liabilities

Down

$2,564,417

Down $244,732 (-8.7%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin55th percentile

Revenue

Up

$1,564,809

Up $19,875 (+1.3%) from 2015

Expenses

Up

$1,507,251

Up $134,500 (+9.8%) from 2015

Net Income

Down

$57,558

Down $114,625 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,201,319Liabilities 2011: $4,025,181Net Assets 2011: $1,176,1382011Assets 2012: $5,100,497Liabilities 2012: $3,750,273Net Assets 2012: $1,350,2242012Assets 2013: $4,967,491Liabilities 2013: $3,478,398Net Assets 2013: $1,489,0932013Assets 2014: $4,804,356Liabilities 2014: $3,145,981Net Assets 2014: $1,658,3752014Assets 2015: $4,639,707Liabilities 2015: $2,809,149Net Assets 2015: $1,830,5582015Assets 2016: $4,452,533Liabilities 2016: $2,564,417Net Assets 2016: $1,888,1162016Assets 2017: $4,035,931Liabilities 2017: $2,011,320Net Assets 2017: $2,024,6112017Assets 2018: $3,987,282Liabilities 2018: $1,574,655Net Assets 2018: $2,412,6272018Assets 2019: $3,921,326Liabilities 2019: $1,113,186Net Assets 2019: $2,808,1402019Assets 2020: $3,847,679Liabilities 2020: $621,884Net Assets 2020: $3,225,7952020Assets 2021: $15,377,873Liabilities 2021: $11,953,708Net Assets 2021: $3,424,1652021Assets 2022: $15,168,762Liabilities 2022: $11,760,246Net Assets 2022: $3,408,5162022Assets 2023: $14,717,566Liabilities 2023: $11,541,165Net Assets 2023: $3,176,4012023Assets 2024: $15,172,982Liabilities 2024: $11,290,046Net Assets 2024: $3,882,9362024Assets 2025: $14,870,461Liabilities 2025: $11,100,240Net Assets 2025: $3,770,2212025

Highlighted filing

2016

Assets$4,452,533
Liabilities$2,564,417
Net Assets$1,888,116
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,338,8322011Expenses 2012: $1,312,2372012Expenses 2013: $1,365,3102013Revenue 2014: $1,523,505Expenses 2014: $1,354,223Net Income 2014: $169,2822014Revenue 2015: $1,544,934Expenses 2015: $1,372,751Net Income 2015: $172,1832015Revenue 2016: $1,564,809Expenses 2016: $1,507,251Net Income 2016: $57,5582016Revenue 2017: $1,596,969Expenses 2017: $1,460,474Net Income 2017: $136,4952017Revenue 2018: $1,626,578Expenses 2018: $1,238,562Net Income 2018: $388,0162018Revenue 2019: $1,660,816Expenses 2019: $1,265,303Net Income 2019: $395,5132019Revenue 2020: $1,702,505Expenses 2020: $1,284,850Net Income 2020: $417,6552020Revenue 2021: $1,729,514Expenses 2021: $1,531,144Net Income 2021: $198,3702021Revenue 2022: $1,739,414Expenses 2022: $1,607,149Net Income 2022: $132,2652022Revenue 2023: $1,883,101Expenses 2023: $2,156,791Net Income 2023: -$273,6902023Revenue 2024: $2,280,046Expenses 2024: $1,703,300Net Income 2024: $576,7462024Revenue 2025: $2,441,278Expenses 2025: $2,599,008Net Income 2025: -$157,7302025

Highlighted filing

2016

Revenue$1,564,809
Expenses$1,507,251
Net Income$57,558
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$1,564,809
Mission and Program Overview

Mission

To provide low income housing to elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,882,768$2,823,789▼ $58,979
Savings and Temporary Cash Investments$113,978$221,979▲ $108,001
Prepaid Expenses and Deferred Charges$17,762$17,883▲ $121
Total Assets$4,639,707$4,452,533▼ $187,174
Other Assets Total$1,625,199$1,388,882▼ $236,317
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,695,299$2,320,470▼ $374,829
Accounts Payable and Accrued Expenses$79,893$207,242▲ $127,349
Other Liabilities$33,957$36,705▲ $2,748
Total Liabilities$2,809,149$2,564,417▼ $244,732
Net Assets / Fund Balance
Unrestricted Net Assets$1,830,558$1,888,116▲ $57,558
Total Net Assets Fund Balance$1,830,558$1,888,116▲ $57,558
Total Liabilities and Net Assets / Fund Balance$4,639,707$4,452,533▼ $187,174

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,295,016$5,151,646$7,446,662
Land$470,500-$470,500
Equipment$58,273$173,847$232,120
Other Assets Org$1,352,177--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Elvan MoenPresident
Revis CallVice President
Beatrice WainrightDirector
Bert EmmettDirector
Carolyn EnglishDirector
Marsha JacksonDirector
Mike HarrisonDirector
Pat KauffmanDirector
Pat PattersonDirector
Peter McgrathDirector
Rev Inman MooreDirector
Rev Sam B KimDirector
Lisa FikeSecretary
Jane CaseyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Falkenberggilliam & Associates INCManagement ServicesPO BOX 7070, Pasadena, CA 91109$112,611
Revenue and Support

Revenue Composition

Contributions and Grants
$977,749
Program Service Revenue
$584,593
Investment Income
$2,467
Other Revenue
$0
Change in Net Assets
$57,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,564,809
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,564,809
Total Revenue per Form 990
$1,564,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,264,448
Salaries, Compensation, and Employee Benefits$242,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$190,215--$190,215
Other Salaries and Wages$185,145--$185,145
Depreciation Depletion$172,594--$172,594
All Other Expenses$101,000$13,704-$114,704
Fees for Services Management-$112,611-$112,611
Other Expenses$43,975--$43,975
Other Employee Benefits$33,178--$33,178
Payroll Taxes$14,888--$14,888
Office Expenses$1,481$13,394-$14,875
Fees for Services Accounting-$10,925-$10,925
Pension Plan Contributions$9,592--$9,592
Fees for Services Legal$455--$455
Total Functional Expenses$1,356,617$150,634$0$1,507,251

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,507,251
Total Expenses per Audited Statements$1,507,251
Total Expenses per Form 990$1,507,251
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$36,705
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Retained falkenberg/gilliam & associates, inc. As approved management company for day-to-day management and operations. The company operates residential property for low income families and is subject to rules and regulations of the u.s. Department of housing and urban development (hud). Falkenberg/gilliam & associates specialized in managing hud assisted projects to ensure compliance with hud's rules and regulations.”

Form 990, Part VI, Section B, Line 11

“The company is audited. During the audit the auditor works with the management company and a board officer to obtain the necessary information to prepare the form 990. The form 990 is reviewed by falkenberg/gilliam finance department then is forwarded to the board officer for review and signature.”

Form 990, Part VI, Section C, Line 19

“In addition to the form 990 being available upon request, it is available through guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Harvard Plaza Inc
EIN
95-3377301
Phone
3232583512
Address
PO BOX 7070, PASADENA, CA 91109-7070

Signing Officer

Name
Elvan Moen
Title
President
Phone
3232583512
Signed
2017-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elvan Moen
Formed
1978
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
0

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Thomas E Engman
Phone
6617054222
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management reviews the status of all tax positions annually to determine if any tax position should affect the company's financial statements. Management estimates that no tax positions taken by the company would be adjusted by taxing authorities under examination. The company's tax returns are still subject to examination by various tax authorities for tax years ending on or after march 31, 2012.”

Raw XML AppendixShowing 400 of 545 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/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02320470
IRS990/NetAssetsOrFundBalancesBOYAmt01830558
IRS990/NetAssetsOrFundBalancesEOYAmt01888116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013394
IRS990/OfficeExpensesGrp/ProgramServicesAmt01481
IRS990/OfficeExpensesGrp/TotalAmt014875
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01625199
IRS990/OtherAssetsTotalGrp/EOYAmt01388882
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033178
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033178
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3INSURANCE - LIABILITY
IRS990/OtherExpensesGrp/ProgramServicesAmt0316387
IRS990/OtherExpensesGrp/ProgramServicesAmt1236414
IRS990/OtherExpensesGrp/ProgramServicesAmt251293
IRS990/OtherExpensesGrp/ProgramServicesAmt343975
IRS990/OtherExpensesGrp/TotalAmt0316387
IRS990/OtherExpensesGrp/TotalAmt1236414
IRS990/OtherExpensesGrp/TotalAmt251293
IRS990/OtherExpensesGrp/TotalAmt343975
IRS990/OtherLiabilitiesGrp/BOYAmt033957
IRS990/OtherLiabilitiesGrp/EOYAmt036705
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185145
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185145
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt014888
IRS990/PayrollTaxesGrp/TotalAmt014888
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09592
IRS990/PensionPlanContributionsGrp/TotalAmt09592
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017762
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017883
IRS990/PrincipalOfficerNm0ELVAN MOEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY & VENDING INCO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0579466
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0579466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0952559
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05351
IRS990/PYOtherExpensesAmt01131759
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0587024
IRS990/PYRevenuesLessExpensesAmt0172183
IRS990/PYSalariesCompEmpBnftPaidAmt0240992
IRS990/PYTotalExpensesAmt01372751
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01544934
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt057558
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0589925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221979
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0977749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0952559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0915220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0917941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0899903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04663372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05995
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07218
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0589925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0587024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0603232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0580243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0579202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02939626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028744
IRS990ScheduleA/InvestmentIncomeCYPct00.00380
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt07602998
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01567674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01539583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01518452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01498184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01479105
IRS990ScheduleA/Total509Grp/TotalAmt07602998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01572801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01544934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01523505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01504179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01486323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07631742
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02295016
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05151646
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07446662
IRS990ScheduleD/EquipmentGrp/BookValueAmt058273
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0173847
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0232120
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01507251
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0470500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0470500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036705
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11352177
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PET DEPOSITS/TENANT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUND RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01564809
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT REVIEWS THE STATUS OF ALL TAX POSITIONS ANNUALLY TO DETERMINE IF ANY TAX POSITION SHOULD AFFECT THE COMPANY'S FINANCIAL STATEMENTS. MANAGEMENT ESTIMATES THAT NO TAX POSITIONS TAKEN BY THE COMPANY WOULD BE ADJUSTED BY TAXING AUTHORITIES UNDER EXAMINATION. THE COMPANY'S TAX RETURNS ARE STILL SUBJECT TO EXAMINATION BY VARIOUS TAX AUTHORITIES FOR TAX YEARS ENDING ON OR AFTER MARCH 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02823789
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01388882
IRS990ScheduleD/TotalExpensesPerForm990Amt01507251
IRS990ScheduleD/TotalLiabilityAmt036705
IRS990ScheduleD/TotalRevenuePerForm990Amt01564809
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01564809
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01507251
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETAINED FALKENBERG/GILLIAM & ASSOCIATES, INC. AS APPROVED MANAGEMENT COMPANY FOR DAY-TO-DAY MANAGEMENT AND OPERATIONS. THE COMPANY OPERATES RESIDENTIAL PROPERTY FOR LOW INCOME FAMILIES AND IS SUBJECT TO RULES AND REGULATIONS OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). FALKENBERG/GILLIAM & ASSOCIATES SPECIALIZED IN MANAGING HUD ASSISTED PROJECTS TO ENSURE COMPLIANCE WITH HUD'S RULES AND REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY IS AUDITED. DURING THE AUDIT THE AUDITOR WORKS WITH THE MANAGEMENT COMPANY AND A BOARD OFFICER TO OBTAIN THE NECESSARY INFORMATION TO PREPARE THE FORM 990. THE FORM 990 IS REVIEWED BY FALKENBERG/GILLIAM FINANCE DEPARTMENT THEN IS FORWARDED TO THE BOARD OFFICER FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO THE FORM 990 BEING AVAILABLE UPON REQUEST, IT IS AVAILABLE THROUGH GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,452,533
Liabilities
$2,564,417
Net assets
$1,888,116
Revenue
$1,564,809
Expenses
$1,507,251
Net income
$57,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$11.1$3.77$2.44$2.60$0.16
2024Detailed filing. Detailed filing data is available for this year.$15.2$11.3$3.88$2.28$1.70$0.58
2023Detailed filing. Detailed filing data is available for this year.$14.7$11.5$3.18$1.88$2.16$0.27
2022Detailed filing. Detailed filing data is available for this year.$15.2$11.8$3.41$1.74$1.61$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$12.0$3.42$1.73$1.53$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.62$3.23$1.70$1.28$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.92$1.11$2.81$1.66$1.27$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.99$1.57$2.41$1.63$1.24$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.04$2.01$2.02$1.60$1.46$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.45$2.56$1.89$1.56$1.51$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.64$2.81$1.83$1.54$1.37$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.80$3.15$1.66$1.52$1.35$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$3.48$1.49$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$3.75$1.35$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$4.03$1.18$1.34