Palatka Retirement Villas Inc

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

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

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

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

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

990

Filed on April 23, 2024

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

View Filing

Schedules ▼

XML

Audit

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

PDF

Fiscal Year Ending Dec.
2022

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

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

990

Filed on April 28, 2023

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

View Filing

Schedules ▼

XML

Audit

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

PDF

Fiscal Year Ending Dec.
2021

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

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

990

Filed on April 22, 2022

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

View Filing

Schedules ▼

XML

Audit

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

PDF

Fiscal Year Ending Dec.
2020

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

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

990

Filed on March 27, 2021

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

View Filing

Schedules ▼

PDF XML

Audit

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

PDF

Fiscal Year Ending Dec.
2019

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

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

990

Filed on July 15, 2020

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

View Filing

Schedules ▼

PDF XML

Audit

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

PDF

Fiscal Year Ending Dec.
2018

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

990

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

PDF

Audit

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

PDF

Fiscal Year Ending Dec.
2017

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

990

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

PDF

Audit

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

PDF

Fiscal Year Ending Dec.
2016

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

990

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

PDF

Audit

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

PDF

Fiscal Year Ending Dec.
2015

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

990

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

PDF

Audit

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

PDF

Fiscal Year Ending Dec.
2014

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

990

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

PDF

Fiscal Year Ending Dec.
2013

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

990

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

PDF

Fiscal Year Ending Dec.
2012

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

990

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

PDF

Fiscal Year Ending Dec.
2011

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

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 »

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 December 20, 2024

Palatka Retirement Villas Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $938k (2023)

Expenses $967k (2023)

Total Assets $964k (2023)

Total Liabilities $2.43M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audit

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audit

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audit

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audit

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Revenue

$938k (2023)

Expenses

$967k (2023)

Total Assets

$964k (2023)

Total Liabilities

$2.43M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001