Provide housing to elderly and disabled persons

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · 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
5 of 5
filings with a surplus
Average surplus $26K a year · 14% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
27 mo
of spending, in cash
Looks good: 27.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$18K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$199K
+6% vs prior year
Spent
$166K
To programs
82%
Net assets
$513K
By yearFY2021–FY2025
Revenue
$199K
FY2025▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2021$159K
FY2022$173K
FY2023$177K
FY2024$188K
FY2025$199K
Expenses
$166K
FY2025▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2021$143K
FY2022$143K
FY2023$133K
FY2024$182K
FY2025$166K
Net assets
$513K
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$399K
FY2022$429K
FY2023$472K
FY2024$479K
FY2025$513K

From the FY2025 Form 990 (year ending June 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1992.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $136K Management & general 18% · $29K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Trellis Apartments 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 housing for elderly and disabled individuals.

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Provided by the organization

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1 program · $136K · in their own filed words · FY2024
01

Provides subsidized apartment buildings for developmentally disabled citizens of florence county

$136Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$199K
Ln 12
Fees for servicesLn 2g$114K
Gifts and grantsLn 1h$85K
Investment incomeLn 3$169
Money outPt IX
$166K
Ln 25
Programscol B$136K
Managementcol C$29K
Owns and owesPt X
$513K
net assets · Ln 32
Cash and savingsLn 1–2$379K
Total assetsLn 16$531K
LiabilitiesLn 26$18K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$85K
Government grantsLn 1e$85K
Fees for servicesLn 2g$114K
Investment incomeLn 3$169
Other incomeLn 4–11$118
Total revenueLn 12$199K
Assets in detailPt X, end of year
CashLn 1$379K
Cash and savings togetherLn 1–2$379K
Land, buildings, equipmentLn 10c$146K
Total assetsLn 16$531K
LiabilitiesLn 26$18K
Net assetsLn 32$513K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$327K$379K
Land, buildings, equipmentLn 10c$158K$146K
Total assetsLn 16$514K$531K
LiabilitiesLn 26$35K$18K
Net assetsLn 32$479K$513K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$16K$16K
Other employee benefitsLn 9$787$787
Payroll taxesLn 10$1K$1K
Management feesLn 11a$17K$17K
Legal feesLn 11b$450$450
Accounting feesLn 11c$5K$5K
Office expensesLn 13$140$140
OccupancyLn 16$55K$55K
Conferences, conventions and meetingsLn 19$983$983
Depreciation, depletion and amortizationLn 22$12K$12K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$49K$43K$7K
Total functional expensesLn 25$166K$136K$29K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Oct 28, 2025 $199K$166K$34K$513K 990 PDF
FY2024Filed with the IRS Oct 21, 2024 $188K$182K$7K$479K 990 PDF
FY2023Filed with the IRS Nov 13, 2023 $177K$133K$43K$472K 990 PDF
FY2022Filed with the IRS Nov 10, 2022 $173K$143K$30K$429K 990 PDF
FY2021Filed with the IRS Jan 10, 2022 $159K$143K$16K$399K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $199,481 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $89,814$85,205
I-9 Program service revenuePrior year $97,915$113,989
I-10 Investment incomePrior year $152$169
I-11 Other revenuePrior year $591$118
I-12 Total revenuePrior year $188,472$199,481
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 $10,014$17,788
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $171,500$148,015
I-18 Total expensesPrior year $181,514$165,803
I-19 Revenue less expensesPrior year $6,958$33,678
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
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
Part VIII · Statement of revenue $199,481 across 6 lines filed
VIII-1e Government grants$85,205
VIII-1h Total contributions, gifts and grants$85,205
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $113,989$113,989
VIII-3 Investment incomeExcluded from tax $169$169
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $118$118
VIII-12 Total revenueRelated to mission $114,107 · Unrelated business $0 · Excluded from tax $169$199,481
Part IX · Statement of functional expenses $165,803 across 12 lines filed
IX-7 Other salaries and wagesPrograms $15,808$15,808
IX-9 Other employee benefitsPrograms $787$787
IX-10 Payroll taxesPrograms $1,193$1,193
IX-11a Management feesManagement $17,322$17,322
IX-11b Legal feesManagement $450$450
IX-11c Accounting feesManagement $4,890$4,890
IX-13 Office expensesPrograms $140$140
IX-16 OccupancyPrograms $54,781$54,781
IX-19 Conferences, conventions and meetingsPrograms $983$983
IX-22 Depreciation, depletion and amortizationPrograms $12,093$12,093
IX-23 InsurancePrograms $8,050$8,050
IX-24 Other expenses (24a–d)Programs $42,502 · Management $6,804$49,306
IX-25 Total functional expensesPrograms $136,337 · Management $29,466 · Fundraising $0$165,803
Part X · Balance sheet $531,081 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $327,354$378,573
X-4 Accounts receivableStart of year $24,111$3,674
X-9 Prepaid expenses and deferred chargesStart of year $4,305$3,161
X-10c Land, buildings and equipment, netStart of year $157,766$145,673
X-16 Total assetsStart of year $513,536$531,081
X-17 Accounts payable and accrued expensesStart of year $28,202$11,725
X-19 Deferred revenueStart of year $1,080$1,219
X-26 Total liabilitiesStart of year $34,558$18,425
X-27 Net assets without donor restrictionsStart of year $478,978$512,656
X-32 Total net assets or fund balancesStart of year $478,978$512,656
X-33 Total liabilities and net assetsStart of year $513,536$531,081
Part XI · Reconciliation of net assets $512,656 net assets at year end
XI-1 Total revenue$199,481
XI-2 Total expenses$165,803
XI-3 Revenue less expenses$33,678
XI-4 Net assets at start of year$478,978
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$512,656

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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