ST MARYS COURT HOUSING DEVELOPMENT CORPORATION: Form 990, tax year 2022
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- Organization
- ST MARYS COURT HOUSING DEVELOPMENT CORPORATION (EIN 52-1061448)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-21
- IRS object ID
- 202440529349301814
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-21T17:30:28-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521061448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY'S COURT HOUSING | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STMA | BusinessNameControlTxt |
| Phone | 2022235684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 24TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVAN CARMEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2022235684 | PhoneNum |
| Signature | 2024-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVAN | PersonFirstNm |
| Person Last | CARMEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALD A PEREZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 24TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,621,783 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STMARYSCOURT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE HOUSING AND RELATED RESIDENT SERVICES TO THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $19,621 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,214 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,780 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,442,488 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,985,902 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $891,319 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200,556 | PYInvestmentIncomeAmt |
| CY Investment Income | -$264,610 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,987 | PYOtherRevenueAmt |
| CY Other Revenue | $32,576 | CYOtherRevenueAmt |
| PY Total Revenue | $3,242,225 | PYTotalRevenueAmt |
| CY Total Revenue | $3,101,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,307,369 | PYOtherExpensesAmt |
| CY Other Expenses | $3,561,252 | CYOtherExpensesAmt |
| PY Total Expenses | $3,307,369 | PYTotalExpensesAmt |
| CY Total Expenses | $3,561,252 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$459,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,714,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,116,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,906,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,834,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,192,067 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,717,920 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE HOUSING AND RESIDENT SERVICES TO THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,351,920 | ExpenseAmt |
| Revenue | $2,910,525 | RevenueAmt |
| Desc | ST. MARY'S COURT HOUSING DEVELOPMENT CORPORATION WAS CHARTERED ON JUNE 22, 1976 UNDER THE LAWS OF THE DISTRICT OF COLUMBIA TO CONSTRUCT AND OPERATE AN APARTMENT COMPLEX OF 140 UNITS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT KNOWN AS ST. MARY'S COURT, IN WHICH LOW-INCOME HOUSING IS PROVIDED TO THE ELDERLY. SUCH PROJECTS ARE REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AS TO RENT CHARGES AND OPERATING METHODS. | Desc |
| Total Program Service Expenses | $3,351,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPM LLC | PersonNm |
| Phone | 2059331020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 RICHARD ARRINGTON JR BLVD S | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GERALD A PEREZ PMP | ||||||
| PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT L JAYES MD | ||||||
| VICE PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH T HOWELL | ||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EVAN S CARMEN | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RASHEEN CARBIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JANEL DOUGHTEN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BREANA MOSS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE MCGRATH LICSW LCSW-C | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LAVERNE G NAUGHTON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PETER SACCO | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CB WOOLDRIDGE MSW | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD | $414,633 |
| SPM LLC | |||||
| 1103 RICHARD ARRINGTON BLVD | BIRMINGHAM | AL | 35205 | MANAGEMENT | $329,201 |
| HANN & HANN INC | |||||
| 12307 WASHINGTON AVE | ROCKVILLE | MD | 20852 | CONSTRUCTION SERVICES | $275,983 |
| DAKIN APPLIES | |||||
| 2487 NETWORK PLACE | CHICAGO | IL | 60673 | CONSTRUCTION SERVICES | $159,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,412,188 | GovernmentGrantsAmt |
| All Other Contributions | $30,300 | AllOtherContributionsAmt |
| Total Contributions | $2,442,488 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 531110 | $581,823 | $581,823 |
| FOOD AND RESIDENT SVCS | 531110 | $309,496 | $309,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $891,319 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,372 | TotalRevenueColumnAmt |
| Exclusion | $128,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,028 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $520,010 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$392,982 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$392,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$392,982 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING INCOME | 812930 | $23,055 | $19,621 | $3,434 |
| TENANT CHARGES | 531110 | $6,638 | $6,638 | |
| OTHER REVENUE | 900099 | $2,883 | $2,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,101,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $498,337 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,621 | UnrelatedBusinessRevenueAmt |
| Exclusion | $141,327 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,515 | TotalAmt |
| Management And General | $116,515 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427 | TotalAmt |
| Management And General | $2,427 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,395 | TotalAmt |
| Program Services | $8,400 | ProgramServicesAmt |
| Management And General | $26,995 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445 | TotalAmt |
| Management And General | $1,445 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,890 | TotalAmt |
| Management And General | $53,890 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,567 | TotalAmt |
| Program Services | $898,567 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,020 | TotalAmt |
| Management And General | $8,020 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,390 | TotalAmt |
| Program Services | $274,390 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,209 | TotalAmt |
| Program Services | $54,209 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OUTSOURCED STAFF | $861,262 | $861,262 |
| MEAL SERVICES | $530,436 | $530,436 |
| REPAIRS & MAINTENANCE | $476,630 | $476,630 |
| RESIDENT EXPENSES | $172,103 | $172,103 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,963 | TotalAmt |
| Program Services | $75,923 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,561,252 | TotalAmt |
| Program Services | $3,351,920 | ProgramServicesAmt |
| Management And General | $209,332 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,456 | BOYAmt |
| EOY | $254,702 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,424 | BOYAmt |
| EOY | $668,374 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $308,096 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,457 | BOYAmt |
| EOY | $162,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,479,786 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,888,888 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,550,510 | BOYAmt |
| EOY | $4,590,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,537,016 | BOYAmt |
| EOY | $6,131,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,714,863 | BOYAmt |
| EOY | $12,116,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,240 | BOYAmt |
| EOY | $449,006 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981 | BOYAmt |
| EOY | $2,841 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,646 | BOYAmt |
| EOY | $46,275 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,586,063 | BOYAmt |
| EOY | $13,335,941 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,906,930 | BOYAmt |
| EOY | $13,834,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,192,067 | BOYAmt |
| EOY | -$1,717,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,192,067 | BOYAmt |
| EOY | -$1,717,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,714,863 | BOYAmt |
| EOY | $12,116,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$459,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,374 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,878,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,980,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,335,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,275,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,442,488 | CurrentTaxYearAmt |
| Total | $10,912,815 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,878,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,980,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,335,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,275,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,442,488 | CurrentTaxYearAmt |
| Total | $10,912,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,912,815 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,372 | CurrentTaxYearAmt |
| Total | $280,907 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,493 | CurrentTaxYearMinus3YearsAmt |
| Total | $33,349 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,955 | CurrentTaxYearAmt |
| Total | $35,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,262,868 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,196,193 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96890 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.98330 | PublicSupportPY509Pct |
| Investment Income PY | 0.01180 | InvestmentIncomePYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | TENANT CHARGES - 2020 AMOUNT: $ 5,170. 2021 AMOUNT: $ 6,138. 2022 AMOUNT: $ 6,638. PARKING FEE - 2020 AMOUNT: $ 4,104. 2021 AMOUNT: $ 3,086. 2022 AMOUNT: $ 3,434. OTHER REVENUE - 2020 AMOUNT: $ 1,462. 2021 AMOUNT: $ 2,882. 2022 AMOUNT: $ 2,883. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,525,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,469,889 | DepreciationAmt |
| Book Value | $4,056,029 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,052,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $732,178 | DepreciationAmt |
| Book Value | $320,259 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $901,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $686,821 | DepreciationAmt |
| Book Value | $214,610 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,590,898 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,035,399 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$66,374 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$66,374 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,101,773 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,101,773 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,561,252 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,561,252 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,561,252 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | TENANT SECURITY DEPOSITS HELD IN ACCORDANCE WITH REGULATIONS. |
| PART X, LINE 2: | THE ENTITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ENTITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ENTITY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS FOR PERIODS PRIOR TO MARCH 31, 2020. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION IS MANAGED BY SPM, LLC, PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. THE FEE IS 3.75% OF GROSS COLLECTIONS OF THE PROJECT. EFFECTIVE JANUARY 27, 2021, THE FEE WAS INCREASED TO 3.85% OF GROSS COLLECTIONS OF THE PROJECT PLUS AN ADDITIONAL $5 PER UNIT PER MONTH FOR ACCOUNTING/BOOKKEEPING SERVICES AND $5 PER UNIT PER MONTH FOR COMPUTER/OCCUPANCY SERVICES. MANAGEMENT FEES IN THE AMOUNT OF $116,515 WERE INCURRED DURING THE FISCAL YEAR. NONE OF THE ORGANIZATION'S OFFICERS LISTED IN PART VII WERE COMPENSATED BY THE MANAGEMENT COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VESTRY OF ST. MARY'S EPISCOPAL CHURCH HAS THE POWER TO APPOINT THREE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD ACTED AS A WHOLE AND NO COMMITTEES WERE APPOINTED DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE MANAGEMENT COMPANY AND THE BOARD TREASURER PRIOR TO FILING WITH THE IRS. THE RETURN IS CIRCULATED TO THE BOARD AFTER IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE TREASURER OF THE BOARD OVERSEES THE AUDIT PROCESS AND SERVES AS BOARD LIAISON TO INFORM THE OTHER DIRECTORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DUE TO IRS SYSTEM UPGRADES, THE E-FILING SYSTEM WAS UNAVAILABLE TO ACCEPT FORM 990-T RETURNS WITH DUE DATES FROM JANUARY 15, 2024 TO MARCH 15, 2024. THE ORGANIZATION IS FILING ITS FEDERAL FORM 990-T AT THIS TIME AND REQUESTS THAT ANY AND ALL PENALTIES FOR THE LATE FILING NOT BE IMPOSED DUE TO REASONABLE CAUSE AND CIRCUMSTANCES BEYOND ITS CONTROL. | ExplanationTxt |