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Palatka Retirement Villas Inc

  • Jacksonville, FL
  • Tax-exempt since March 1946
  • EIN: 59-2147710

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.

Donations to this organization are tax deductible.

Details

According to its Dec. 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
$938k (2023)

Expenses
$967k (2023)

Total Assets
$964k (2023)

Total Liabilities
$2.43M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$937,625
Expenses
$966,918
Net Income
-$29,293
Net Assets
-$1,463,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $938,764
> 100%
Investment Income $851
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,990
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $205,046
21.2%
Assets/Debt
Total Assets $963,520
Total Liabilities $2,426,794
Net Assets -$1,463,274
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alma C Ballard (Sec/Treas) $0 $88,854 $7,800
Theresa Brauman (President) $0 $0 $0
Carol Burridge (Director) $0 $0 $0
Harry Burridge (Director) $0 $0 $0
John Clay (Director) $0 $0 $0
Wilhelmina Clay (Director) $0 $0 $0
Richard A Carr (Director) $0 $0 $0
Shirley Davis (Vice Preside) $0 $0 $0
Pastor Edward Davis (Director) $0 $0 $0
Anita Hassell (Ex Officio) $0 $0 $0
Mary F Iovino (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 23, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$892,264
Expenses
$914,073
Net Income
-$21,809
Net Assets
-$1,475,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $899,032
> 100%
Investment Income $80
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,848
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $189,299
20.7%
Assets/Debt
Total Assets $1,036,606
Total Liabilities $2,511,622
Net Assets -$1,475,016
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alma C Ballard (Sec/Treas) $0 $84,796 $6,700
Theresa Brauman (President) $0 $0 $0
Carol Burridge (Director) $0 $0 $0
Harry Burridge (Director) $0 $0 $0
John Clay (Director) $0 $0 $0
Wilhelmina Clay (Director) $0 $0 $0
Richard A Carr (Director) $0 $0 $0
Shirley Davis (Vice Preside) $0 $0 $0
Pastor Edward Davis (Director) $0 $0 $0
Anita Hassell (Ex Officio) $0 $0 $0
Mary F Iovino (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 28, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$888,760
Expenses
$950,827
Net Income
-$62,067
Net Assets
-$1,461,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $889,712
> 100%
Investment Income $305
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,257
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $165,038
17.4%
Assets/Debt
Total Assets $1,125,801
Total Liabilities $2,587,382
Net Assets -$1,461,581
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alma C Ballard (Sec/Treas) $0 $79,967 $5,200
Carl Beck (Director) $0 $0 $0
Terrie Brantley (Director) $0 $0 $0
Theresa Brauman (Director) $0 $0 $0
Carol Burridge (Vice Preside) $0 $0 $0
Harry Burridge (Director) $0 $0 $0
John Clay (Director) $0 $0 $0
Wilhelmina Clay (President) $0 $0 $0
Pastor Edward Davis (Director) $0 $0 $0
Shirley Davis (Director) $0 $0 $0
Anita Hassell (Ex Officio) $0 $0 $0
Carol Stone (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 22, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$875,768
Expenses
$909,721
Net Income
-$33,953
Net Assets
-$1,407,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $875,358
100.0%
Investment Income $410
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 $195,602
21.5%
Assets/Debt
Total Assets $1,266,740
Total Liabilities $2,674,445
Net Assets -$1,407,705
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alma C Ballard (Sec/Treas) $0 $75,684 $5,400
Carl Beck (Director) $0 $0 $0
Terrie Brantley (Director) $0 $0 $0
Theresa Brauman (Director) $0 $0 $0
Carol Burridge (Vice Preside) $0 $0 $0
Harry Burridge (Director) $0 $0 $0
John Clay (Director) $0 $0 $0
Wilhelmina Clay (President) $0 $0 $0
Pastor Edward Davis (Director) $0 $0 $0
Shirley Davis (Director) $0 $0 $0
Anita Hassell (Ex Officio) $0 $0 $0
Carol Stone (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$863,331
Expenses
$848,509
Net Income
$14,822
Net Assets
-$1,373,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $863,324
100.0%
Investment Income $487
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$480
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $172,949
20.4%
Assets/Debt
Total Assets $1,398,006
Total Liabilities $2,771,758
Net Assets -$1,373,752
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alma C Ballard (Sec/Treas) $0 $75,588 $4,950
Carl Beck (Director) $0 $0 $0
Terrie Brantley (Director) $0 $0 $0
Carol Burridge (Vice Preside) $0 $0 $0
Harry Burridge (Director) $0 $0 $0
John Clay (Director) $0 $0 $0
Wilhelmina Clay (President) $0 $0 $0
Pastor Edward Davis (Director) $0 $0 $0
Shirley Davis (Director) $0 $0 $0
Anita Hassell (Ex Officio) $0 $0 $0
Carol Stone (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$858,086
Expenses
$922,792
Net Income
-$64,706
Net Assets
-$1,388,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $857,820
100.0%
Investment Income $266
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 $175,126
19.0%
Assets/Debt
Total Assets $1,460,538
Total Liabilities $2,849,112
Net Assets -$1,388,574

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$809,589
Expenses
$865,861
Net Income
-$56,272
Net Assets
-$1,323,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $812,125
> 100%
Investment Income $107
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,643
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $167,552
19.4%
Assets/Debt
Total Assets $1,611,977
Total Liabilities $2,935,845
Net Assets -$1,323,868

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$813,849
Expenses
$813,746
Net Income
$103
Net Assets
-$1,267,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $814,954
> 100%
Investment Income $155
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,260
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $155,441
19.1%
Assets/Debt
Total Assets $1,775,886
Total Liabilities $3,043,482
Net Assets -$1,267,596

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$833,855
Expenses
$814,947
Net Income
$18,908
Net Assets
-$1,267,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $834,151
> 100%
Investment Income $90
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$386
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $158,689
19.5%
Assets/Debt
Total Assets $1,589,379
Total Liabilities $2,856,898
Net Assets -$1,267,519

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$744,809
Expenses
$834,909
Net Income
-$90,100
Net Assets
-$1,286,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $745,080
> 100%
Investment Income $159
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$430
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $156,650
18.8%
Assets/Debt
Total Assets $1,630,365
Total Liabilities $2,916,792
Net Assets -$1,286,427

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$609,517
Expenses
$823,125
Net Income
-$213,608
Net Assets
-$1,196,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $609,802
> 100%
Investment Income $189
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$474
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $153,849
18.7%
Assets/Debt
Total Assets $1,758,119
Total Liabilities $2,954,446
Net Assets -$1,196,327

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$756,820
Expenses
$820,839
Net Income
-$64,019
Net Assets
-$982,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $756,490
100.0%
Investment Income $330
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 $161,391
19.7%
Assets/Debt
Total Assets $2,016,112
Total Liabilities $2,998,831
Net Assets -$982,719

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$773,909
Expenses
$828,496
Net Income
-$54,587
Net Assets
-$918,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,583
0.2%
Program Services $772,203
99.8%
Investment Income $749
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$626
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $158,198
19.1%
Assets/Debt
Total Assets $2,113,092
Total Liabilities $3,031,792
Net Assets -$918,700

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated