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Umphress Terrace FY2020 filing

Tax-deductible

Dallas, TX501(c)(3)HousingEIN 20-4572509Revenue $412K in FY2020

On file with the IRSccyoung.org/umphress-terrace4847 W Lawther Dr Ste 100, 75214-1845 · Dallas, TXTax-exempt since Jun 2006Publicly supported charity — 170(b)(1)(A)(vi)

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To provide affordable housing to low-income seniors.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $182K a year · 40% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$43K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$412K
Spent
$531K
To programs
96%
Net assets
$3.6M
By yearFY2020–FY2025
Revenue
$412K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$412K
FY2021$430K
FY2022$464K
FY2023$437K
FY2024$487K
FY2025$484K
Expenses
$531K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$531K
FY2021$690K
FY2022$634K
FY2023$680K
FY2024$600K
FY2025$670K
Net assets
$3.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$3.3M
FY2022$3.1M
FY2023$2.9M
FY2024$2.8M
FY2025$2.6M

From the FY2020 Form 990 (year ending March 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $509K Management & general 4% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Kent Shields
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Tamika Perry
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Russell Crews
President/CEO
$0Pt VII · Sec A
See Umphress Terrace executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable housing to low-income seniors.

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Provided by the organization

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1 program · $509K · in their own filed words · FY2019
01

To provide affordable housing to seniors aged 62 and older with limited income in a gated 54 unit residential living community.

$509Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$412K
Ln 12
Fees for servicesLn 2g$411K
Investment incomeLn 3$476
Money outPt IX
$531K
Ln 25
Programscol B$509K
Managementcol C$22K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$166K
Total assetsLn 16$3.6M
LiabilitiesLn 26$43K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$411K
Investment incomeLn 3$476
Total revenueLn 12$412K
Assets in detailPt X, end of year
CashLn 1$48K
SavingsLn 2$117K
Cash and savings togetherLn 1–2$166K
Land, buildings, equipmentLn 10c$3.4M
Other assetsLn 15$24K
Total assetsLn 16$3.6M
LiabilitiesLn 26$43K
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 52
VolunteersI 66
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$207K$166K
Land, buildings, equipmentLn 10c$3.5M$3.4M
Total assetsLn 16$3.7M$3.6M
LiabilitiesLn 26$27K$43K
Net assetsLn 32$3.7M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$97K$97K
Other employee benefitsLn 9$26K$26K
Payroll taxesLn 10$7K$7K
Management feesLn 11a$22K$22K
Accounting feesLn 11c$15K$15K
Office expensesLn 13$14K$14K
Information technologyLn 14$4K$4K
OccupancyLn 16$40K$40K
Payments to affiliatesLn 21$184K$184K
Depreciation, depletion and amortizationLn 22$44K$44K
Other expenses (24a–d)Ln 24$77K$77K
Total functional expensesLn 25$531K$509K$22K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $484K$670K−$185K$2.6M 990 PDF
FY2024 $487K$600K−$113K$2.8M 990 PDF
FY2023 $437K$680K−$243K$2.9M 990 PDF
FY2022 $464K$634K−$170K$3.1M 990 PDF
FY2021 $430K$690K−$260K$3.3M 990 PDF
FY2020 Viewing $412K$531K−$119K$3.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $411,701 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $49$0
I-9 Program service revenuePrior year $390,956$411,225
I-10 Investment incomePrior year $878$476
I-11 Other revenuePrior year $9$0
I-12 Total revenuePrior year $391,892$411,701
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $107,279$130,593
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $410,499$400,066
I-18 Total expensesPrior year $517,778$530,659
I-19 Revenue less expensesPrior year −$125,886−$118,958
Part VI · Governance 6 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $411,701 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $411,225$411,225
VIII-3 Investment incomeExcluded from tax $476$476
VIII-12 Total revenueRelated to mission $411,225 · Unrelated business $0 · Excluded from tax $476$411,701
Part IX · Statement of functional expenses $530,659 across 11 lines filed
IX-7 Other salaries and wagesPrograms $97,272$97,272
IX-9 Other employee benefitsPrograms $26,054$26,054
IX-10 Payroll taxesPrograms $7,267$7,267
IX-11a Management feesManagement $22,032$22,032
IX-11c Accounting feesPrograms $15,250$15,250
IX-13 Office expensesPrograms $13,546$13,546
IX-14 Information technologyPrograms $4,339$4,339
IX-16 OccupancyPrograms $39,696$39,696
IX-21 Payments to affiliatesPrograms $184,241$184,241
IX-22 Depreciation, depletion and amortizationPrograms $43,794$43,794
IX-24 Other expenses (24a–d)Programs $77,168$77,168
IX-25 Total functional expensesPrograms $508,627 · Management $22,032 · Fundraising $0$530,659
Part X · Balance sheet $3,608,287 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $3,765$48,127
X-2 Savings and temporary cash investmentsStart of year $203,408$117,460
X-4 Accounts receivableStart of year $978$2,398
X-9 Prepaid expenses and deferred chargesStart of year $21,266$20,670
X-10c Land, buildings and equipment, netStart of year $3,462,779$3,395,213
X-15 Other assetsStart of year $19,282$24,419
X-16 Total assetsStart of year $3,711,478$3,608,287
X-17 Accounts payable and accrued expensesStart of year $1,253$11,227
X-25 Other liabilitiesStart of year $26,159$31,952
X-26 Total liabilitiesStart of year $27,412$43,179
X-27 Net assets without donor restrictionsStart of year $3,684,066$3,565,108
X-32 Total net assets or fund balancesStart of year $3,684,066$3,565,108
X-33 Total liabilities and net assetsStart of year $3,711,478$3,608,287
Part XI · Reconciliation of net assets $3,565,108 net assets at year end
XI-1 Total revenue$411,701
XI-2 Total expenses$530,659
XI-3 Revenue less expenses−$118,958
XI-4 Net assets at start of year$3,684,066
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,565,108

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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