Civic Intelligence

Harvard Plaza Inc.

990 • Fiscal year 2018 • EIN 95-3377301

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 04, 2019

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

76th percentile

0.39x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.97x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

1.9%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,987,282

Down $48,649 (-1.2%) from 2017

Net Assets

Up

$2,412,627

Up $388,016 (+19%) from 2017

Liabilities

Down

$1,574,655

Down $436,665 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin80th percentile

Revenue

Up

$1,626,578

Up $29,609 (+1.9%) from 2017

Expenses

Down

$1,238,562

Down $221,912 (-15%) from 2017

Net Income

Up

$388,016

Up $251,521 (+184%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$3,987,282
Liabilities$1,574,655
Net Assets$2,412,627
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$1,626,578
Expenses$1,238,562
Net Income$388,016
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 4, 2019
Return Version
2017v2.3
Gross Receipts
$1,626,578
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$2,659,535$2,662,350▲ $2,815
Savings and Temporary Cash Investments$25,294$120,387▲ $95,093
Prepaid Expenses and Deferred Charges$17,500$18,537▲ $1,037
Total Assets$4,035,931$3,987,282▼ $48,649
Other Assets Total$1,333,602$1,186,008▼ $147,594
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,916,040$1,479,672▼ $436,368
Accounts Payable and Accrued Expenses$58,058$56,276▼ $1,782
Other Liabilities$37,222$38,707▲ $1,485
Total Liabilities$2,011,320$1,574,655▼ $436,665
Net Assets / Fund Balance
Unrestricted Net Assets$2,024,611$2,412,627▲ $388,016
Total Net Assets Fund Balance$2,024,611$2,412,627▲ $388,016
Total Liabilities and Net Assets / Fund Balance$4,035,931$3,987,282▼ $48,649

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,137,908$5,479,443$7,617,351
Land$470,500-$470,500
Equipment$53,942$178,178$232,120
Other Assets Org$763--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Elvan MoenPresident
Revis CallVice President
Beatrice WainrightDirector
Brian CaseyDirector
Carolyn EnglishDirector
Laureen EndosoDirector
Marsha JacksonDirector
Pat KauffmanDirector
Pat PattersonDirector
Peter McgrathDirector
Rev Chris FracchoiollaDirector
Rev Inman MooreDirector
Rev Sam B KimDirector
Lisa FikeSecretary
Jane CaseyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Falkenberggilliam & Associates INCManagement ServicesPO BOX 7070, Pasadena, CA 91109$116,536
Revenue and Support

Revenue Composition

Contributions and Grants
$1,024,230
Program Service Revenue
$594,427
Investment Income
$7,921
Other Revenue
$0
Change in Net Assets
$388,016

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,626,578
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,626,578
Total Revenue per Form 990
$1,626,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,019,745
Salaries, Compensation, and Employee Benefits$218,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,195--$184,195
Depreciation Depletion$167,874--$167,874
Interest$128,284--$128,284
Fees for Services Management-$116,536-$116,536
All Other Expenses$74,475$27,168-$101,643
Insurance$44,207--$44,207
Other Expenses$21,929--$21,929
Other Employee Benefits$21,688--$21,688
Payroll Taxes$12,934--$12,934
Fees for Services Accounting-$11,025-$11,025
Fees for Services Legal$44--$44
Total Functional Expenses$1,083,833$154,729$0$1,238,562

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,238,562
Total Expenses per Audited Statements$1,238,562
Total Expenses per Form 990$1,238,562
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$38,707
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
2019-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elvan Moen
Formed
1978
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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, 2014.”

Raw XML AppendixShowing 400 of 554 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01916040
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01479672
IRS990/NetAssetsOrFundBalancesBOYAmt02024611
IRS990/NetAssetsOrFundBalancesEOYAmt02412627
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01333602
IRS990/OtherAssetsTotalGrp/EOYAmt01186008
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021688
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021688
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3HEATING/COOLING REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt0238808
IRS990/OtherExpensesGrp/ProgramServicesAmt1145949
IRS990/OtherExpensesGrp/ProgramServicesAmt243446
IRS990/OtherExpensesGrp/ProgramServicesAmt321929
IRS990/OtherExpensesGrp/TotalAmt0238808
IRS990/OtherExpensesGrp/TotalAmt1145949
IRS990/OtherExpensesGrp/TotalAmt243446
IRS990/OtherExpensesGrp/TotalAmt321929
IRS990/OtherLiabilitiesGrp/BOYAmt037222
IRS990/OtherLiabilitiesGrp/EOYAmt038707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0184195
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184195
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt012934
IRS990/PayrollTaxesGrp/TotalAmt012934
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018537
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/RelatedOrExemptFuncIncomeAmt0589019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15088
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0589019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2320
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01001957
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04944
IRS990/PYOtherExpensesAmt01223244
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0590068
IRS990/PYRevenuesLessExpensesAmt0136495
IRS990/PYSalariesCompEmpBnftPaidAmt0237230
IRS990/PYTotalExpensesAmt01460474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01596969
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0388016
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0594427
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120387
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01024230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01001957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0977749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0952559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0915220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04871715
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05053
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0594397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0590068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0589925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0587024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0603232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02964646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028396
IRS990ScheduleA/InvestmentIncomeCYPct00.00360
IRS990ScheduleA/InvestmentIncomePYPct00.00340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt07836361
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01618627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01592025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01567674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01539583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01518452
IRS990ScheduleA/Total509Grp/TotalAmt07836361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01626548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01596969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01572801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01544934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01523505
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07864757
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02137908
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05479443
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07617351
IRS990ScheduleD/EquipmentGrp/BookValueAmt053942
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178178
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0232120
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01238562
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0470500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0470500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038707
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11146538
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2763
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PET DEPOSITS/TENANT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUND RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCOUNTS RECEIVABLE FROM HUD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01626578
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, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02662350
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01186008
IRS990ScheduleD/TotalExpensesPerForm990Amt01238562
IRS990ScheduleD/TotalLiabilityAmt038707
IRS990ScheduleD/TotalRevenuePerForm990Amt01626578
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01626578
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01238562
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,987,282
Liabilities
$1,574,655
Net assets
$2,412,627
Revenue
$1,626,578
Expenses
$1,238,562
Net income
$388,016
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