Nonprofit · EIN 55-0678214
MARION UNITY APARTMENTS INC
Tax-exempt · MORGANTOWN, WV 26505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,124,907 | $972,594 | $152,313 | $3,162,826 | $4,184,774 | -$1,021,948 |
| June 30, 2024 | 990 | $1,013,705 | $960,450 | $53,255 | $2,995,065 | $4,169,326 | -$1,174,261 |
| June 30, 2023 | 990 | $1,020,539 | $1,006,728 | $13,811 | $3,010,562 | $4,238,078 | -$1,227,516 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,120,817
- Investment income
- $1,503
- Other revenue
- $2,587
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $186,100
- Salaries, compensation and benefits (total)
- $270,076
- Professional fundraising fees
- $0
- Legal fees
- $943
- Accounting fees
- $26,402
- Occupancy
- $204,354
- Travel
- $343
- Depreciation
- $199,500
- Program services (functional)
- $766,229
- Management and general (functional)
- $206,365
Balance sheet and other
- Total assets, start of year
- $2,995,065
- Total assets, end of year
- $3,162,826
- Total liabilities, end of year
- $4,184,774
- Net assets, end of year
- -$1,021,948
- Land, buildings and equipment
- $1,679,759
- Net assets without donor restrictions
- -$1,021,948
- Gross receipts
- $1,124,907
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1987
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSHUA D SWORD | PRESIDENT Trustee or director, Officer | 1 | $0 | $92,855 | $58,522 |
| ANDY WALTERS | SECRETARY TR Trustee or director, Officer | 1 | $0 | $89,734 | $42,059 |
| CLAUDETTE KARR | VICE PRESIDE Trustee or director, Officer | 39 | $0 | $75,689 | $19,144 |
| PETER BOSTIC | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| MIKE CAPUTO | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOE CARTER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| STEVE DAY | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DAN DOYLE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOHN EPPERLY | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| JOYCE GIBSON | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| ELAINE HARRIS | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JESSIE KING | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| DALE LEE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| CHUCK PARKER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DANIEL J POLING | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN SHIPLEY | EXECUTIVE BO Trustee or director | 0.05 | $0 |
| KRISTIE SKIDMORE | EXECUTIVE BO Trustee or director | 0.05 | $0 |
| GARY SOUTHALL | EXECUTIVE BO Trustee or director | 0.03 | $0 |
| BRIAN WEDGE | EXECUTIVE BO Trustee or director | 0.05 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSHUA D SWORD | PRESIDENT Trustee or director, Officer | 1 | $0 | $92,855 | $53,483 |
| ANDY WALTERS | SECRETARY TR Trustee or director, Officer | 1 | $0 | $89,734 | $41,410 |
| CLAUDETTE KARR | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $82,044 | $30,958 |
| FRED ALBERT | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| HEATHER ANDERSON | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| ROBERT BROWN | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| MIKE CAPUTO | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOE CARTER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DAN DOYLE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOHN EPPERLY | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| JOYCE GIBSON | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| ELAINE HARRIS | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JESS KING | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| CHUCK PARKER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DANIEL J POLING | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| GARY SOUTHALL | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| BRIAN WEDGE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSHUA D SWORD | PRESIDENT Trustee or director, Officer | 1 | $0 | $91,060 | $53,463 |
| ANDY WALTERS | SECRETARY TR Trustee or director, Officer | 1 | $0 | $88,000 | $40,720 |
| CLAUDETTE KARR | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $75,257 | $34,858 |
| FRED ALBERT | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| HEATHER ANDERSON | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| STERLING BALL | EXECUTIVE BO Trustee or director | 0.02 | $0 | $0 | $0 |
| ROBERT BROWN | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| MIKE CAPUTO | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOE CARTER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DAN DOYLE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DAVE EFAW | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| JOHN EPPERLY | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| JOYCE GIBSON | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| ELAINE HARRIS | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| CRAIG HARVEY | EXECUTIVE BO Trustee or director | 0.02 | $0 | $0 | $0 |
| JESSE KING | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| CHUCK PARKER | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| DANIEL J POLING | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
| GARY SOUTHALL | EXECUTIVE BO Trustee or director | 0.03 | $0 | $0 | $0 |
| BRIAN WEDGE | EXECUTIVE BO Trustee or director | 0.05 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1369 STEWARTSTOWN RD, MORGANTOWN, WV 26505-1903
- Principal officer (990 for 2024)
- JOSHUA D SWORD, 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301
- Signed the 990
- JOSHUA D SWORD, PRESIDENT
- Phone
- (304) 296-8223
- Website
- WWW.HRDEWV.ORG
- Return prepared by
- BLAIR & COMPANY CPAS
Mission
PROVIDE SUBSIDIZED RENTAL HOUSING TO LOW-INCOME ELDERLY INDIVIDUALS.
Program accomplishments
- MARION UNITY APARTMENTS, INC. OWNS AND OPERATES A 98 UNIT APARTMENT COMPLEX FOR LOW-INCOME ELDERLY INDIVIDUALS. ALL EXPENSES ARE ATTRIBUTED TO THE FACILITY.Expenses $766,229 · revenue $1,120,817
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0678214
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L200)
- Assets (IRS master file)
- $3,162,826
- Income (IRS master file)
- $1,124,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,124,907 | $972,594 | $3,162,826 | IRS |
| 990 | June 2024 | $1,013,705 | $960,450 | $2,995,065 | XML |
| 990 | June 2023 | $1,020,539 | $1,006,728 | $3,010,562 | XML |
| 990 | June 2022 | $962,163 | $953,286 | $3,113,700 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0678214).
Questions about MARION UNITY APARTMENTS INC
- What is the EIN of MARION UNITY APARTMENTS INC?
- The employer identification number (EIN) of MARION UNITY APARTMENTS INC is 55-0678214.
- Is MARION UNITY APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MARION UNITY APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARION UNITY APARTMENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARION UNITY APARTMENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION UNITY APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARION UNITY APARTMENTS INC?
- The 990 for the year ended June 30, 2025 names JOSHUA D SWORD.
- Who are the officers and directors of MARION UNITY APARTMENTS INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does MARION UNITY APARTMENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,124,907, expenses of $972,594 and total assets of $3,162,826 at year end.
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All nonprofits in MORGANTOWN · West Virginia · Housing and shelter