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Nonprofiteer
← SOLITAS HOUSE INC

Form 990 for tax year 2022

Filed by SOLITAS HOUSE INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 14 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$803,502 changed to $777,215
Total expenses
$1,114,194 changed to $549,131
Contributions and grants received
$685,054 changed to $772,734
Program service revenue
$62,104 changed to -$23,250
Investment income
$14,769 changed to $10,762
Other revenue
$41,575 changed to $16,969
Total assets, end of year
$2,584,106 changed to $3,062,265
Total liabilities, end of year
$790,118 changed to $922,159
Net assets or fund balances, end of year
$1,793,988 changed to $2,140,106
Program services expenses
$941,902 changed to $458,758
Management and general expenses
$172,292 changed to $90,373
Program service expenses (Part III)
$941,902 changed to $458,758

Listed only on the earlier return

  • April Royston

Listed only on the later return

  • Marcus Scott
  • Sean Widdoes
  • Serena Williams
  • Sheridan Wiggins

Listed under a different title

  • Chris Brown: Office then Officer
  • Priscilla Parker: Office then Officer
  • Vera Moffitt: Office then Officer

Totals

Total revenue
$803,502
Total expenses
$1,114,194
Contributions and grants received
$685,054
Grants paid
$0
Program service revenue
$62,104
Investment income
$14,769
Other revenue
$41,575
Total assets, end of year
$2,584,106
Total liabilities, end of year
$790,118
Net assets or fund balances, end of year
$1,793,988
Program services expenses (Part IX)
$941,902
Management and general expenses
$172,292
Fundraising expenses
$0
Program service expenses (Part III)
$941,902

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $685,054

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Program Services

    total $62,104 · related or exempt $62,104 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $14,769 · related or exempt $0 · unrelated business $0 · excluded $14,769

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $41,575 · related or exempt $41,575 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $41,575

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $102,048 · program services $81,638 · management and general $20,410 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $459,443 · program services $367,554 · management and general $91,889 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $20,145 · program services $16,116 · management and general $4,029 · fundraising $0

  • 10 · Payroll taxes

    total $48,710 · program services $38,968 · management and general $9,742 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $1,303 · program services $1,042 · management and general $261 · fundraising $0

  • 11c · Fees: accounting

    total $14,780 · program services $11,824 · management and general $2,956 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $500 · program services $0 · management and general $500 · fundraising $0

  • 12 · Advertising and promotion

    total $3,209 · program services $2,567 · management and general $642 · fundraising $0

  • 13 · Office expenses

    total $88,910 · program services $71,128 · management and general $17,782 · fundraising $0

  • 14 · Information technology

    total $1,544 · program services $1,235 · management and general $309 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $76,211 · program services $60,969 · management and general $15,242 · fundraising $0

  • 17 · Travel

    total $115 · program services $92 · management and general $23 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $8,340 · program services $6,672 · management and general $1,668 · fundraising $0

  • 20 · Interest

    total $8,402 · program services $6,722 · management and general $1,680 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $2,968 · program services $2,374 · management and general $594 · fundraising $0

  • 23 · Insurance

    total $22,827 · program services $18,262 · management and general $4,565 · fundraising $0

  • 24a · Other expenses: Program Services

    total $236,994 · program services $236,994 · management and general $0 · fundraising $0

  • 24b · Other expenses: Loan Losses/Loans Forgiven

    total $17,745 · program services $17,745 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $376,719 · end of year $503,617

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $215,234 · end of year $74,985

  • 4 · Accounts receivable

    beginning of year $596,365 · end of year $369,857

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $1,675,545

  • 10b · Land, buildings and equipment: accumulated depreciation

    $41,858

  • 10c · Land, buildings and equipment, net

    beginning of year $1,557,379 · end of year $1,633,687

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $4,960 · end of year $1,960

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,790 · end of year $2,218

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $607,187 · end of year $787,900

  • 25 · Other liabilities

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,943,180 · end of year $1,640,488

  • 28 · Net assets with donor restrictions

    beginning of year $161,500 · end of year $153,500

Mission and programs · 2022

Mission

See schedule O.

Activities or mission (Part I)

The organization's mission or most significant activities are to provide individuals and families with education, coaching and partner resources to promote positive behaviors which expand their economic capacity, enable wise use of credit, grow individual and family assets and support living in the community. In addition, as a US Department of Treasury Certified Development Financial Institution, Solitas House also provides access to affordable capital through consumer small dollar loans, down payment assistance loans and a matched savings program.

  • To enable individuals and families to use credit wisely. As a US Department of Treasury Certified Development Financial Institution, Solitas House also provides access to affordable capital through consumer small dollar loans, down payment assistance loans and a matched savings program.

    Expenses $941,902 · Revenue $788,733

As filed on the 2022 return.

Listed in Part VII

  • Aidza Antonio

    Executive Director

    Total calculated
    $102,048
    From this org
    $102,048
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • April Royston

    Officer

    Total calculated
    $0
    Hours/week
    2

  • Chris Brown

    Office

    Total calculated
    $0
    Hours/week
    2

  • Kate Joslin

    Officer

    Total calculated
    $0
    Hours/week
    2

  • Priscilla Parker

    Office

    Total calculated
    $0
    Hours/week
    2

  • Vera Moffitt

    Office

    Total calculated
    $0
    Hours/week
    2

  • Vikki McDonald

    Officer

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
10 April 2023
IRS schema version
2022v5.0
Source object
202341269349300024

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