Civic Intelligence

Harvard Plaza Inc.

990 • Fiscal year 2017 • EIN 95-3377301

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 08, 2018

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

80th percentile

0.50x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.26x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.5%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$4,035,931

Down $416,602 (-9.4%) from 2016

Net Assets

Up

$2,024,611

Up $136,495 (+7.2%) from 2016

Liabilities

Down

$2,011,320

Down $553,097 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin63rd percentile

Revenue

Up

$1,596,969

Up $32,160 (+2.1%) from 2016

Expenses

Down

$1,460,474

Down $46,777 (-3.1%) from 2016

Net Income

Up

$136,495

Up $78,937 (+137%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$4,035,931
Liabilities$2,011,320
Net Assets$2,024,611
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$1,596,969
Expenses$1,460,474
Net Income$136,495
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$1,596,969
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$2,823,789$2,659,535▼ $164,254
Savings and Temporary Cash Investments$221,979$25,294▼ $196,685
Prepaid Expenses and Deferred Charges$17,883$17,500▼ $383
Total Assets$4,452,533$4,035,931▼ $416,602
Other Assets Total$1,388,882$1,333,602▼ $55,280
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,320,470$1,916,040▼ $404,430
Accounts Payable and Accrued Expenses$207,242$58,058▼ $149,184
Other Liabilities$36,705$37,222▲ $517
Total Liabilities$2,564,417$2,011,320▼ $553,097
Net Assets / Fund Balance
Unrestricted Net Assets$1,888,116$2,024,611▲ $136,495
Total Net Assets Fund Balance$1,888,116$2,024,611▲ $136,495
Total Liabilities and Net Assets / Fund Balance$4,452,533$4,035,931▼ $416,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,132,928$5,313,734$7,446,662
Land$470,500-$470,500
Equipment$56,107$176,013$232,120
Other Assets Org$493--
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$114,681
Revenue and Support

Revenue Composition

Contributions and Grants
$1,001,957
Program Service Revenue
$590,068
Investment Income
$4,944
Other Revenue
$0
Change in Net Assets
$136,495

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,596,969
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,596,969
Total Revenue per Form 990
$1,596,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,223,244
Salaries, Compensation, and Employee Benefits$237,230
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$185,257--$185,257
Depreciation Depletion$164,254--$164,254
Interest$160,426--$160,426
Fees for Services Management-$114,681-$114,681
All Other Expenses$76,813$14,775-$91,588
Insurance$44,601--$44,601
Other Employee Benefits$37,222--$37,222
Other Expenses$18,415--$18,415
Office Expenses$3,340$14,873-$18,213
Payroll Taxes$14,751--$14,751
Fees for Services Accounting-$10,625-$10,625
Fees for Services Legal$212--$212
Total Functional Expenses$1,305,520$154,954$0$1,460,474

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,460,474
Total Expenses per Audited Statements$1,460,474
Total Expenses per Form 990$1,460,474
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$37,222
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 11B

“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
2018-02-08
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
7
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, 2013.”

Raw XML AppendixShowing 400 of 558 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
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/NetAssetsOrFundBalancesEOYAmt02024611
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014873
IRS990/OfficeExpensesGrp/ProgramServicesAmt03340
IRS990/OfficeExpensesGrp/TotalAmt018213
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01388882
IRS990/OtherAssetsTotalGrp/EOYAmt01333602
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037222
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IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3HEATING/COOLING REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt0305416
IRS990/OtherExpensesGrp/ProgramServicesAmt1242238
IRS990/OtherExpensesGrp/ProgramServicesAmt252575
IRS990/OtherExpensesGrp/ProgramServicesAmt318415
IRS990/OtherExpensesGrp/TotalAmt0305416
IRS990/OtherExpensesGrp/TotalAmt1242238
IRS990/OtherExpensesGrp/TotalAmt252575
IRS990/OtherExpensesGrp/TotalAmt318415
IRS990/OtherLiabilitiesGrp/BOYAmt036705
IRS990/OtherLiabilitiesGrp/EOYAmt037222
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185257
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185257
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt014751
IRS990/PayrollTaxesGrp/TotalAmt014751
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017883
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017500
IRS990/PrincipalOfficerNm0ELVAN MOEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY & VENDING INCO
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0584954
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15104
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0584954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0977749
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02467
IRS990/PYOtherExpensesAmt01264448
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0584593
IRS990/PYRevenuesLessExpensesAmt057558
IRS990/PYSalariesCompEmpBnftPaidAmt0242803
IRS990/PYTotalExpensesAmt01507251
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01564809
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0136495
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0590068
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0221979
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025294
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01001957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0977749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0952559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0915220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0917941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04765426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04944
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05995
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0590068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0589925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0587024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0603232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0580243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02950492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026470
IRS990ScheduleA/InvestmentIncomeCYPct00.00340
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt07715918
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01592025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01567674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01539583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01518452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01498184
IRS990ScheduleA/Total509Grp/TotalAmt07715918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01596969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01572801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01544934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01523505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01504179
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07742388
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/BookValueAmt02132928
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05313734
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07446662
IRS990ScheduleD/EquipmentGrp/BookValueAmt056107
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0176013
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0232120
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01460474
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0470500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0470500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt037222
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11295887
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2493
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PET DEPOSITS/TENANT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUND RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCOUNTS RECEIVABLE FROM HUD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01596969
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, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02659535
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01333602
IRS990ScheduleD/TotalExpensesPerForm990Amt01460474
IRS990ScheduleD/TotalLiabilityAmt037222
IRS990ScheduleD/TotalRevenuePerForm990Amt01596969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01596969
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01460474
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.

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Filings

Displayed year

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

Open filing
Assets
$4,035,931
Liabilities
$2,011,320
Net assets
$2,024,611
Revenue
$1,596,969
Expenses
$1,460,474
Net income
$136,495
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