UNITED RESIDENTIAL SERVICES INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED RESIDENTIAL SERVICES INC (EIN 58-1482333)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-08
- IRS object ID
- 202502209349100905
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-08T12:05:30-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581482333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED RESIDENTIAL SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3362263152 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 TARPLEY STREET | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE SYRIA | PersonNm |
| Person Title | PRESIDENT AND CEO OF EVERYAGE | PersonTitleTxt |
| Phone | 3362263152 | PhoneNum |
| Signature | 2025-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,105,038 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $197,458 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,278 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,278 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $185,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $185,536 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $381,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,278 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $186,814 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $101,825 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,536 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $76,948 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,967 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,351 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,351 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,352 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $113,150 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $113,150 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $97,655 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $97,655 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,363 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $73,664 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $497,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $186,814 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $497,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $186,814 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,950 | CashBOYAmt |
| Cash EOY | $4,219 | CashEOYAmt |
| Cash EOYFMV | $4,219 | CashEOYFMVAmt |
| Acct Rcvbl | $62,571 | AcctRcvblAmt |
| Acct Rcvbl BOY | $660 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,571 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,571 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,236 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,871 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,871 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,196,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,852,166 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $423,788 | LandBOYAmt |
| Land EOY | $344,099 | LandEOYAmt |
| Land EOYFMV | $4,933,658 | LandEOYFMVAmt |
| Other Assets BOY | $134,851 | OtherAssetsBOYAmt |
| Other Assets EOY | $102,719 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $102,719 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $568,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $515,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,105,038 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,433 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $96,797 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $292,882 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $335,812 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $369,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432,609 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $199,170 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,870 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $199,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $515,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $199,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,300 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $82,870 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,870 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8284658007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEONARD AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28658 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE SYRIA | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | PRESIDENT AND CEO, EVERYAGE | 0.25 | $0 | $0 | $0 |
| TAMMY JONES | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | ASSISTANT TREASURER | 0.25 | $0 | $0 | $0 |
| JEANNETTE BRECKENRIDGE | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | ASSISTANT SECRETARY | 0.25 | $0 | $0 | $0 |
| CORY TOBIN | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | BOARD CHAIR | 0.25 | $0 | $0 | $0 |
| JESSE CLANTON | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARY WORSLEY | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| VICTOR TAYLOR | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MICHELLE POOLER | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| TERESA COOPER | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| WALTER HOFFMAN | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LARRY COVINGTON | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LISA WARD | ||||||||
| 100 LEONARD AVE | NEWTON | NC | 28658 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERYAGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEONARD AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28658 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $229,395 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OPERATES A 40-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN BURLINGTON, NORTH CAROLINA UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. | Description1Txt |
| Expenses1 | $450,762 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,349 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $255,349 | CurrentYearAmt |
| Year1 | $263,652 | Year1Amt |
| Year2 | $318,078 | Year2Amt |
| Year3 | $266,696 | Year3Amt |
| Total | $1,103,775 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $255,349 | CurrentYearAmt |
| Year1 | $263,652 | Year1Amt |
| Year2 | $318,078 | Year2Amt |
| Year3 | $266,696 | Year3Amt |
| Total | $1,103,775 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $515,479 | CurrentYearAmt |
| Year1 | $568,485 | Year1Amt |
| Year2 | $672,388 | Year2Amt |
| Year3 | $775,881 | Year3Amt |
| Total | $2,532,233 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $344,099 | CurrentYearAmt |
| Year1 | $423,788 | Year1Amt |
| Year2 | $532,536 | Year2Amt |
| Year3 | $639,975 | Year3Amt |
| Total | $1,940,398 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (4 entries)
| DescDesc | BusinessBusinessCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| HUD TENANT PAYMENTS | 623000 | $177,535 | ||
| LAUNDRY AND VENDING | 812300 | 03 | $7,500 | |
| MISCELLANEOUS | 900099 | 03 | $28 | |
| TENANT CHARGES | 623000 | $473 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $178,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,723 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1-A | RENTAL INCOME FROM PROVIDING LOW-INCOME ELDERLY WITH HOUSING. |
| 1-B | LAUNDRY AND VENDING SERVICES ARE FOR THE CONVENIENCE OF THE TENANTS. |
| 1-C | MISCELLANEOUS IS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF TENANTS. |
| 1-D | CHARGES FOR DAMAGES AND/OR CLEANING |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 7TH STREET SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $194,458 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,351 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,351 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | NONE OF THE FOUNDATION'S CASH ON HAND IS USED FOR ANYTHING OTHER THAN ITS DIRECT CHARITABLE ACTIVITIES, AND ALL SUCH CASH IS NEEDED BY THE FOUNDATION TO MEET ITS ONGOING CASH FLOW REQUIREMENTS. | ShortExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|---|---|
| TELEPHONE DOOR ENTRY SYSTEM | 2016-09 | PURCHASED | 2024-02 | $4,941 | COST | $0 | -$957 | $3,984 | |
| DESKTOP COMPUTERS | 2022-12 | PURCHASED | 2024-06 | $3,383 | COST | $0 | -$1,843 | $678 | $862 |
| HVAC | 1999-02 | PURCHASED | 2024-03 | $3,737 | COST | $0 | -$291 | $3,446 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $73,013 | $0 | $73,013 | $172,166 |
| LAND IMPROVEMENTS | $157,419 | $153,708 | $3,711 | |
| BUILDINGS | $2,943,272 | $2,684,417 | $258,855 | $4,761,492 |
| EQUIPMENT | $13,098 | $4,578 | $8,520 | |
| FURNISHINGS AND FURNITURE | $9,463 | $9,463 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TENANT SECURITY DEPOSIT | $12,949 | $13,732 | $13,732 |
| RESERVE FOR REPLACEMENT | $111,811 | $78,792 | $78,792 |
| RESIDUAL RECEIPTS RESERVE | $10,043 | $10,073 | $10,073 |
| RESERVE FOR ESCROW DEPOSITS | $48 | $122 | $122 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $1,973 | $0 | $0 | $1,973 |
| OFFICE EXPENSES | $17,258 | $0 | $17,258 | $0 |
| ELDERLY CARE EXPENSES | $2,567 | $0 | $2,567 | $0 |
| SUPPLIES | $8,897 | $0 | $3,995 | $4,902 |
| PROPERTY LIABILITY INSURANCE | $15,214 | $0 | $15,214 | $0 |
| MANAGEMENT FEES | $29,125 | $0 | $29,125 | $0 |
| MISCELLANEOUS EXPENSES | $5,505 | $0 | $5,505 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| HUD TENANT PAYMENTS | $177,535 | $177,535 |
| LAUNDRY AND VENDING | $7,500 | $7,500 |
| MISCELLANEOUS | $28 | $28 |
| TENANT CHARGES | $473 | $473 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT SECURITY DEPOSIT | $12,949 | $13,732 |
| MISCELLANEOUS LIABILITES | $279,933 | $322,080 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT CONSULTANTS | CategoryTxt |
| Amt | $6,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $8,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,352 | DisbursementsCharitablePrpsAmt |
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