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Mmm Heritage Bell Oaks Housing Corp

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Volunteers of America (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$813k (2023)

Expenses
$657k (2023)

Total Assets
$2.35M (2023)

Total Liabilities
$319k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$812,657
Expenses
$656,754
Net Income
$155,903
Net Assets
$2,032,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $762,918
93.9%
Investment Income $61,229
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,490
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $132,840
20.2%
Assets/Debt
Total Assets $2,351,495
Total Liabilities $319,064
Net Assets $2,032,431
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice President) $0 $133,307 $19,982
Nannette Vallis (Secretary/Treasurer) $0 $100,586 $19,982
Homer Allison (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$721,540
Expenses
$530,198
Net Income
$191,342
Net Assets
$1,876,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $722,507
> 100%
Investment Income $406
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,373
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $124,019
23.4%
Assets/Debt
Total Assets $2,192,675
Total Liabilities $316,147
Net Assets $1,876,528
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice President) $0 $87,200 $0
Nannette Vallis (Secretary/Treasurer) $0 $76,861 $0
Homer Allison (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$654,302
Expenses
$533,030
Net Income
$121,272
Net Assets
$1,685,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $693,860
> 100%
Investment Income $1,437
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$40,995
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $122,059
22.9%
Assets/Debt
Total Assets $2,021,393
Total Liabilities $336,207
Net Assets $1,685,186
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice President) $0 $85,800 $0
Nannette Vallis (Secretary/Treasurer) $0 $74,623 $0
Homer Allison (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$637,305
Expenses
$496,944
Net Income
$140,361
Net Assets
$1,563,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $635,543
99.7%
Investment Income $4,234
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,472
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $113,813
22.9%
Assets/Debt
Total Assets $1,921,307
Total Liabilities $357,393
Net Assets $1,563,914
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice Preside) $0 $84,484 $0
Nannette Vallis (Secretary/Tr) $0 $74,016 $0
Homer Allison (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$647,335
Expenses
$461,270
Net Income
$186,065
Net Assets
$1,423,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $643,120
99.3%
Investment Income $4,618
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$403
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $106,931
23.2%
Assets/Debt
Total Assets $1,793,814
Total Liabilities $370,261
Net Assets $1,423,553
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice Preside) $0 $82,024 $0
Homer Allison (President) $0 $0 $0
Nannette Vallis (Secretary/Tr) $0 $74,861 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$627,200
Expenses
$428,785
Net Income
$198,415
Net Assets
$1,237,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $629,155
> 100%
Investment Income $259
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,214
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $108,208
25.2%
Assets/Debt
Total Assets $1,619,268
Total Liabilities $381,780
Net Assets $1,237,488
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Tann (Vice Preside) $0 $80,606 $0
Homer Allison (President) $0 $0 $0
Dean Miller (Director) $0 $0 $0
Nannette Vallis (Secretary/Tr) $0 $70,739 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$605,259
Expenses
$430,305
Net Income
$174,954
Net Assets
$1,039,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $605,031
100.0%
Investment Income $228
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $113,965
26.5%
Assets/Debt
Total Assets $1,436,160
Total Liabilities $397,087
Net Assets $1,039,073
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Homer Allison (President) $0 $0 $0
Dean Miller (Director) $0 $0 $0
Nannette Vallis (Secretary/Tr) $0 $70,739 $0
George Rush Srdeceased (Director Of) $0 $35,000 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$581,963
Expenses
$461,940
Net Income
$120,023
Net Assets
$864,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $582,484
> 100%
Investment Income $185
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$706
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $115,932
25.1%
Assets/Debt
Total Assets $1,274,861
Total Liabilities $410,742
Net Assets $864,119
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
George Rush Sr (Director Of) $0 $60,000 $0
Homer Allison (President) $0 $0 $0
Dean Miller (Director) $0 $0 $0
Nannette Vallis (Secretary/Tr) $0 $68,679 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$531,328
Expenses
$434,560
Net Income
$96,768
Net Assets
$591,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $533,225
> 100%
Investment Income $227
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,124
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $108,705
25.0%
Assets/Debt
Total Assets $1,039,161
Total Liabilities $447,778
Net Assets $591,383
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
George Rush Sr (Director Of) $0 $60,000 $0
Homer Allison (President) $0 $0 $0
Dean Miller (Director) $0 $0 $0
Nannette Vallis (Secretary/Tr) $0 $64,644 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$539,379
Expenses
$432,783
Net Income
$106,596
Net Assets
$494,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $539,366
100.0%
Investment Income $175
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$162
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $101,950
23.6%
Assets/Debt
Total Assets $952,418
Total Liabilities $457,803
Net Assets $494,615

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,331
Expenses
$431,187
Net Income
$97,144
Net Assets
$388,019
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $528,841
> 100%
Investment Income $82
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$592
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $108,194
25.1%
Assets/Debt
Total Assets $857,324
Total Liabilities $469,305
Net Assets $388,019

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$515,958
Expenses
$419,335
Net Income
$96,623
Net Assets
$290,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $515,922
100.0%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,011
23.6%
Assets/Debt
Total Assets $778,219
Total Liabilities $487,344
Net Assets $290,875

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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