THE MOUNT ZION SUBURBAN APARTMENTS INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE MOUNT ZION SUBURBAN APARTMENTS INC (EIN 35-1590416)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-18
IRS object ID
201321089349300232
Schema version
2012v2.0
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

FieldValueIRS element (for citing)
Timestamp2013-04-18T21:04:18-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DORIS J DOGGETTBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19334 PROMONTORY CIRCLEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46236ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351590416EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MT ZION SUBURBAN APARTMENTS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMTZINameControl
Phone3179211950Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 1712 N MERIDIAN STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIS OLDHAMName
TitlePRESIDENT BOARD OF DIRECTORSTitle
Phone3179211950Phone
Date Signed2013-03-25DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDORIS J DOGGETTName
Phone3178268717Phone
Date Prepared2013-04-19DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonWILLIS OLDHAMNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12039 EMILY DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode
FieldValueIRS element (for citing)
Gross Receipts963072GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1974YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTo provide housing for the elderly & handicapped.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers9TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year935644ProgramServiceRevenuePriorYear
Program Service Revenue CY955199ProgramServiceRevenueCY
Investment Income Prior Year616InvestmentIncomePriorYear
Investment Income Current Year584InvestmentIncomeCurrentYear
Other Revenue Prior Year11896OtherRevenuePriorYear
Other Revenue Current Year7289OtherRevenueCurrentYear
Total Revenue Prior Year948156TotalRevenuePriorYear
Total Revenue Current Year963072TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year307945SalariesEtcPriorYear
Salaries Etc Current Year278635SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year543170OtherExpensePriorYear
Other Expenses Current Year584336OtherExpensesCurrentYear
Total Expenses Prior Year851115TotalExpensesPriorYear
Total Expenses Current Year862971TotalExpensesCurrentYear
Revenues Less Expenses Prior Year97041RevenuesLessExpensesPriorYear
Revenues Less Expenses CY100101RevenuesLessExpensesCY
Total Assets BOY897987TotalAssetsBOY
Total Assets EOY859646TotalAssetsEOY
Total Liabilities BOY356098TotalLiabilitiesBOY
Total Liabilities EOY217656TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY541889NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY641990NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide housing for the elderly & handicapped.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense856179Expense
Revenue910973Revenue
DescriptionPROVIDED HOUSING FOR THE ELDERLY AND HANDICAPPED UNDER SECTION 221 (D)(3)OF THE NATIONAL HOUSING ACT.Description
Total Program Service Expense856179TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiestrueDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TRIANGLE ASSOCIATES INCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3179211950TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11712 N MERIDIAN ST SUITE 300AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46202ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficer
WILLIS OLDHAM
President2.00XX
JOSEPH SHELTON
Vice President2.00XX
RUTH WALKER
Secretary2.00XX
BESSIE BURNSIDE
Treasurer2.00XX
LOSTON PERRY
Director2.00X
ELEANOR BROWNLOW
Director2.00X
PHILLIP CONNOR
Director2.00X
MRS WILSON LORICK
Director2.00X
MALCOM ORTON
Director2.00X
CARL TATE
Director2.00X
ANTHONY DEFORREST
Director2.00X
PHILIP JAMES
Director2.00X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
Tenant Rent531190309932
Section 8 Subsidy531190645267
FieldValueIRS element (for citing)
Total Program Service Revenue955199TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column584TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Laundry & Vending53119049324932
Miscellaneous53119023572357
FieldValueIRS element (for citing)
Total Other Revenue7289TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column963072TotalRevenueColumn
Related Or Exempt Function Income963072RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total252265Total
Program Services252265ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5168Total
Program Services5168ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total21202Total
Program Services21202ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total68118Total
Program Services68118ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total342Total
Program Services0ProgramServices
Management And General342ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6450Total
Program Services0ProgramServices
Management And General6450ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total15233Total
Program Services15233ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total71753Total
Program Services71753ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total15738Total
Program Services15738ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Telephone148811488100
Administration875598755900
Operating & Maintenance16348216348200
Utilities14078014078000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total862971Total
Program Services856179ProgramServices
Management And General6792ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY814BOY
EOY814EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY15568BOY
EOY11392EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY11038BOY
EOY5944EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3446BOY
EOY13720EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2370736LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1838739LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY585439BOY
EOY531997EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY281682BOY
EOY295779EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY897987BOY
EOY859646EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY46721BOY
EOY17598EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY13236BOY
EOY11173EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY275753BOY
EOY167249EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY20388BOY
EOY21636EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY356098BOY
EOY217656EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY541889BOY
EOY641990EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY541889BOY
EOY641990EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY897987BOY
EOY859646EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses100101ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years536138CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years585157CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years602710CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year633451CurrentTaxYearMinus1Year
Current Tax Year645247CurrentTaxYear
Total3002703Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years536138CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years585157CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years602710CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year633451CurrentTaxYearMinus1Year
Current Tax Year645247CurrentTaxYear
Total3002703Total
FieldValueIRS element (for citing)
Public Support Total1703002703PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years283652CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years310036CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years316682CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year314705CurrentTaxYearMinus1Year
Current Tax Year317805CurrentTaxYear
Total1542880Total
FieldValueIRS element (for citing)
Total Support4545583TotalSupport
Public Support Pertcentage1700.66060PublicSupportPertcentage170
Public Support Pertcent Prior Year0.65610PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis94000InvestmentCostOrOtherBasis
Book Value94000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2240001InvestmentCostOrOtherBasis
Depreciation1812067Depreciation
Book Value427934BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis20932InvestmentCostOrOtherBasis
Depreciation16986Depreciation
Book Value3946BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis15803InvestmentCostOrOtherBasis
Depreciation9686Depreciation
Book Value6117BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings531997TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
Funded Reserves274017
Tenant Security Deposits21762
Rounding (negative not allowed)
FieldValueIRS element (for citing)
Total Book Value Other Assets295779TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Tenant Security Deposit Liability$20,661
Accrued Interest Payable$975
Rounding (Negative not allowed)
FieldValueIRS element (for citing)
Total Of Amounts21636TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt963072TotRevenueEtcAuditedFinclStmt
Revenue Subtotal963072RevenueSubtotal
Total Revenue Per Form990963072TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt862971TotExpensesEtcAuditedFinclStmt
Expenses Subtotal862971ExpensesSubtotal
Total Expenses Per Form990862971TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 3Management Agent is responsible for day to day operations.
Pt VI, Line 15aPay increases must be approved by the Board of Directors.
Pt VI, Line 11bAuditor prepares tax returns and forwards to Management Agent and Board President for review and approval.
Pt VI, Line 8aMinutes of meetings are maintained.
Pt VI, Line 8bCommittes make formal reports to the Board.
Pt VI, Line 12cBoard of Directors works with the Management Agent.
Pt VI, Line 15bPay increases must be approved by the Board of Directors.
Form 990EZ, Part I, Line 8LAUNDRY & VENDING MISCELLANEOUS
Form 990EZ, Part I, Line 16INSURANCE UTILITIES ADMINISTRATION OPERATING & MAINTENANCE
Form 990EZ, Part II, Line 24ACCOUNTS RECEIVABLE - NET
Form 990EZ, Part II, Line 26ACCOUNTS PAYABLE & ACCRUED EXPENSES DEFERRED REVENUE BONDS, MORTGAGES & OTHER NOTES TENANT SECURITY DEPOSIT LIABILITY ACCRUED INTEREST PAYABLE MISCELLANEOUS
Form 990, Part IX, Line 24fINSURANCE

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.