Plan Homes INC EIN 75-2736501

Plan Homes INC

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Offers affordable housing for adults with serious mental illness. For fiscal year 2025 it reported $145K in revenue, $188K in expenses, and $481K in net assets.Pt I

Founded
1997
Type
Public charity (501(c)(3)) · Housing
Location
Dallas, TX
Filings
6 on file (2020–2025)
Revenue
$145KFY2025
Expenses
$188K
Net assets
$481K
People
5
Filings
6
Updates
0
More identity details & actions ⌄
EIN  75-2736501 Public charity (501(c)(3)) Dallas, TX Founded 1997
Form 990 (PDF)
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Size
$100K–1M
What they do
Offers affordable housing for adults with serious mental illness.
Leadership
Chris Kerbow · President
Money in and out
$145K revenue, $188K expenses
Bottom line
88% program efficiency
Where the money goes · FY2025
Total revenue
$145K
Pt VIII · Ln 12
Total expenses
$188K
Pt IX · Ln 25
Net assets
$481K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$43K
Where spending went · Part IX cols B–D
Program services $0.88 Management & general $0.12
Program efficiency
88%
of spending reaches programs▼ -12% vs prior filing year
Operating runway
0.2mo
months of highly liquid reserves at operating expense rate▼ -93% vs prior filing year
Surplus margin
-29%
revenue over expenses, this year▼ -17% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$145K
FY2025▲ +3%
Expenses
$188K
FY2025▲ +7%
Total assets
$522K
FY2025▼ -10%
Total liabilities
$41K
FY2025▼ -28%
Total revenue
$145K
Pt VIII · Ln 12
Total expenses
$188K
Pt IX · Ln 25
Net assets
$481K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$43K
Total assetsPt X · Ln 16$522K
Program-expense ratioPt IX · col B88%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

1 program service account for $165K of program spending, described in the organization's own filed words · FY2025.
01

Provide low-cost affordable housing for adults who have a serious and persistent mental illness.

$165Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPlan Homes INC
EINHdr · item D75-2736501
Principal addressHdr · item CDallas, TX
WebsiteHdr · item Jnone reported
Year of formationHdr · item L1997
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHousing (L80)
Ruling yearIRS BMFMay 1998

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Program service revenue100%$145K
Investment income$203
Total revenueLn 12$145K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.88 Management & general $0.12
Program services88%$165K
Management & general12%$22K
Total functional expensesLn 25$188K

Balance Sheet

Part X · end of year
CashLn 1$2K
Total assetsLn 16$522K
Total liabilitiesLn 26$41K
Total net assetsLn 32$481K
Months of cash on handcomputed0.2

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2K · Operating expenses/yr $188K
0.2 months
Where the money goes
Program services
Program services $165K · Total expenses $188K
88%
Management & General
Management & general $22K · Total expenses $188K
12%
Fundraising
Fundraising $0 · Total expenses $188K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $3K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $145K
0%
Government reliance
Government grants — · Total revenue $145K
Earned-income share
Program service revenue $145K · Total revenue $145K
100%
Investment reliance
Investment income $203 · Total revenue $145K
+0.1%
Program self-sufficiency
Program service revenue $145K · Total expenses $188K
77%
Growth & trend
Revenue growth (YoY)
This year $145K · Prior year $141K
+3%
Revenue CAGR
FY2020 $117K · FY2025 $145K
+4%
Net-asset trend (YoY)
End of year $481K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $145K · Expenses $188K
-29%
Liabilities-to-Assets
Total liabilities — · Total assets $522K
Net-asset ratio
Net assets $481K · Total assets $522K
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $522K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Chris Kerbow · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $188K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $14K · Total expenses $188K
8%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 88%
Overhead ratio 12%
Revenue growth 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$145K revenue · viewing · ⤓ 990 PDF
FY2024$141K revenue · ⤓ 990 PDF
FY2023$131K revenue · ⤓ 990 PDF
FY2022$122K revenue · ⤓ 990 PDF
FY2021$119K revenue · ⤓ 990 PDF
FY2020$117K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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