Civic Intelligence

Morehart Housing Foundation

990EZ • Fiscal year 2020 • EIN 95-4685177

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

2116 East Villa StreetPasadena, CA 91107

(626) 449-2919

Siviq Scores

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

Liabilities / Assets

97th percentile

1.79x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

12.29x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$338,851

Up $1,260 (+0.4%) from 2019

Net Assets

Up

-$266,517

Up $26,439 (+9.0%) from 2019

Liabilities

Down

$605,368

Down $25,179 (-4.0%) from 2019

Revenue

Up

$49,267

Up $204 (+0.4%) from 2019

Expenses

Up

$77,402

Up $12,532 (+19%) from 2019

Net Income

Down

-$28,135

Down $12,328 (-78%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $342,921Liabilities 2010: $493,978Net Assets 2010: -$151,0572010Assets 2011: $327,428Liabilities 2011: $499,189Net Assets 2011: -$171,7612011Assets 2012: $332,210Liabilities 2012: $517,562Net Assets 2012: -$185,3522012Assets 2013: $331,728Liabilities 2013: $520,056Net Assets 2013: -$188,3282013Assets 2014: $342,868Liabilities 2014: $546,029Net Assets 2014: -$203,1612014Assets 2015: $322,249Liabilities 2015: $555,305Net Assets 2015: -$233,0562015Assets 2016: $326,843Liabilities 2016: $597,255Net Assets 2016: -$270,4122016Assets 2017: $336,089Liabilities 2017: $606,971Net Assets 2017: -$270,8822017Assets 2018: $335,152Liabilities 2018: $612,044Net Assets 2018: -$276,8922018Assets 2019: $337,591Liabilities 2019: $630,547Net Assets 2019: -$292,9562019Assets 2020: $338,851Liabilities 2020: $605,368Net Assets 2020: -$266,5172020Assets 2021: $345,002Liabilities 2021: $626,849Net Assets 2021: -$281,8472021Assets 2022: $354,810Liabilities 2022: $640,266Net Assets 2022: -$285,4562022Assets 2023: $337,913Liabilities 2023: $635,257Net Assets 2023: -$297,3442023Assets 2024: $336,123Liabilities 2024: $637,929Net Assets 2024: -$301,8062024

Highlighted filing

2020

Assets$338,851
Liabilities$605,368
Net Assets-$266,517

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $48,145Expenses 2010: $73,324Net Income 2010: -$25,1792010Revenue 2011: $46,148Expenses 2011: $66,462Net Income 2011: -$20,3142011Revenue 2012: $44,744Expenses 2012: $57,321Net Income 2012: -$12,5772012Revenue 2013: $68,505Expenses 2013: $69,427Net Income 2013: -$9222013Revenue 2014: $55,449Expenses 2014: $67,785Net Income 2014: -$12,3362014Revenue 2015: $31,336Expenses 2015: $60,848Net Income 2015: -$29,5122015Revenue 2016: $8,777Expenses 2016: $45,842Net Income 2016: -$37,0652016Revenue 2017: $63,688Expenses 2017: $62,905Net Income 2017: $7832017Revenue 2018: $57,443Expenses 2018: $63,053Net Income 2018: -$5,6102018Revenue 2019: $49,063Expenses 2019: $64,870Net Income 2019: -$15,8072019Revenue 2020: $49,267Expenses 2020: $77,402Net Income 2020: -$28,1352020Revenue 2021: $63,244Expenses 2021: $76,541Net Income 2021: -$13,2972021Revenue 2022: $81,685Expenses 2022: $85,727Net Income 2022: -$4,0422022Revenue 2023: $73,782Expenses 2023: $86,436Net Income 2023: -$12,6542023Revenue 2024: $73,694Expenses 2024: $78,924Net Income 2024: -$5,2302024

Highlighted filing

2020

Revenue$49,267
Expenses$77,402
Net Income-$28,135
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Gross Receipts
$49,267
Mission and Program Overview

Mission

Provide housing facilities

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES SIX MENTALLY CHALLENGED CITIZENS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND EMOTIONAL NEEDS.-$77,402
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORGE LAMBRINOSPresidentPT$0--
MARY MARASCOSecretaryPT$0--
JOE MEDINATreasurerPT$0--
JAY HENNEBERRYBoardmemberPT$0--
JACKIE KNOWLESBoardmemberPT$0--
MARGARET MORRISBoardmemberPT$0--
BARBARA NACKBoardmemberPT$0--
Filing and Contact Details

Filer

Filer Name
Morehart Housing Foundation
EIN
95-4685177
Address
2116 EAST VILLA STREET, Pasadena, CA 91107

Signing Officer

Name
Kelly White
Title
CEO
Phone
6264492919
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Anthony Apodaca Accountancy Corp
Address
105 W Foothill Blvd, Monrovia, CA 91016
Preparer
Anthony Apodaca
Phone
6263054220
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAdmin Expenses 3,013Management Fee 35,847Depreciation Expense 6,600Real Estate Taxes 610Property & Liability Ins. 8,760Misc. Tax & Insurance 6,200Operating expenses 8,464Utilities 5,073

Other changes in net assets or fund balances Part I line 20

Description AmountFEDERAL DEPRECIATION 6,600BOOK DEPRECIATION (6,794)ROUNDING 1CHANGE IN ACCOUNTING TO FUND BAL 54,767

Description of other assets Part II line 24

Category Beginning of Year End of YearTENANT DEPOSIT TRUST 1,034 1,035REPLACEMENT RESERVE 65,015 74,022

Description of total liabilities Part II line 26

Category Beginning of Year End of YearACCOUNTS PAYABLE 86,995 91,989MORTGAGES 353,301 353,301SEC DEPOSIT 1,025 1,025DUE TO SPONSOR 189,226 159,053

Raw XML Appendix183 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JORGE LAMBRINOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY MARASCO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAY HENNEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKIE KNOWLES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt066049
IRS990EZ/OtherAssetsTotalDetail/EOYAmt075057
IRS990EZ/OtherChangesInNetAssetsAmt054574
IRS990EZ/OtherExpensesTotalAmt074567
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdmin Expenses 3,013Management Fee 35,847Depreciation Expense 6,600Real Estate Taxes 610Property & Liability Ins. 8,760Misc. Tax & Insurance 6,200Operating expenses 8,464Utilities 5,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFEDERAL DEPRECIATION 6,600BOOK DEPRECIATION (6,794)ROUNDING 1CHANGE IN ACCOUNTING TO FUND BAL 54,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearTENANT DEPOSIT TRUST 1,034 1,035REPLACEMENT RESERVE 65,015 74,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS PAYABLE 86,995 91,989MORTGAGES 353,301 353,301SEC DEPOSIT 1,025 1,025DUE TO SPONSOR 189,226 159,053
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY WHITE
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ReturnHeader/BusinessOfficerGrp/PhoneNum06264492919
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
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ReturnHeader/Filer/EIN0954685177
ReturnHeader/Filer/USAddress/AddressLine1Txt02116 EAST VILLA STREET
ReturnHeader/Filer/USAddress/CityNm0Pasadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091107
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 W Foothill Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monrovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091016
ReturnHeader/PreparerPersonGrp/PhoneNum06263054220
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Apodaca
ReturnHeader/ReturnTs02021-05-06T13:37:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$6.38$3.02$0.74$0.79$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.38$6.35$2.97$0.74$0.86$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.55$6.40$2.85$0.82$0.86$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.45$6.27$2.82$0.63$0.77$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.39$6.05$2.67$0.49$0.77$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.38$6.31$2.93$0.49$0.65$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.35$6.12$2.77$0.57$0.63$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.36$6.07$2.71$0.64$0.63$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.27$5.97$2.70$0.09$0.46$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.22$5.55$2.33$0.31$0.61$0.30
2014Detailed filing. Detailed filing data is available for this year.$3.43$5.46$2.03$0.55$0.68$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.32$5.20$1.88$0.69$0.69$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$5.18$1.85$0.45$0.57$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$4.99$1.72$0.46$0.66$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$4.94$1.51$0.48$0.73$0.25