Nonprofit · EIN 55-0695850
LINCOLN 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 | $365,171 | $369,253 | -$4,082 | $791,142 | $248,341 | $542,801 |
| June 30, 2024 | 990 | $284,936 | $329,327 | -$44,391 | $833,236 | $286,353 | $546,883 |
| June 30, 2023 | 990 | $257,376 | $330,022 | -$72,646 | $879,112 | $287,838 | $591,274 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $364,251
- Investment income
- $14
- Other revenue
- $906
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $62,008
- Salaries, compensation and benefits (total)
- $89,125
- Professional fundraising fees
- $0
- Legal fees
- $671
- Accounting fees
- $17,911
- Occupancy
- $115,203
- Travel
- $2,787
- Depreciation
- $82,059
- Program services (functional)
- $261,268
- Management and general (functional)
- $107,985
Balance sheet and other
- Total assets, start of year
- $833,236
- Total assets, end of year
- $791,142
- Total liabilities, end of year
- $248,341
- Net assets, end of year
- $542,801
- Land, buildings and equipment
- $587,339
- Net assets without donor restrictions
- -$1,765,899
- Net assets with donor restrictions
- $2,308,700
- Gross receipts
- $365,171
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1989
- 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: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSHUA D SWORD | PRESIDENT Trustee or director, Officer | 1 | $0 | $91,060 | $54,498 |
| ANDY WALTERS | SECRETARY TR Trustee or director, Officer | 1 | $0 | $88,000 | $41,742 |
| 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 |
| 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 | 0.05 | $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 |
| JESSE KING | 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 |
| GARY SOUTHALL | EXECUTIVE BO Trustee or director | 0.05 | $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
- In care of
- % HOMER R KINCAID
- 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
- LINCOLN UNITY APARTMENTS, INC. OWNS AND OPERATES A 49 UNIT APARTMENT COMPLEX FOR LOW-INCOME ELDERLY INDIVIDUALS. ALL EXPENSES ARE ATTRIBUTED TO THE FACILITY.Expenses $261,268 · revenue $364,251
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
- 55-0695850
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $791,142
- Income (IRS master file)
- $365,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $365,171 | $369,253 | $791,142 | IRS |
| 990 | June 2024 | $284,936 | $329,327 | $833,236 | XML |
| 990 | June 2023 | $257,376 | $330,022 | $879,112 | XML |
| 990 | June 2022 | $258,771 | $376,532 | $909,192 | 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 55-0695850).
Questions about LINCOLN UNITY APARTMENTS INC
- What is the EIN of LINCOLN UNITY APARTMENTS INC?
- The employer identification number (EIN) of LINCOLN UNITY APARTMENTS INC is 55-0695850.
- Is LINCOLN UNITY APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to LINCOLN UNITY APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINCOLN 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 LINCOLN 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 LINCOLN 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 LINCOLN UNITY APARTMENTS INC?
- The 990 for the year ended June 30, 2025 names JOSHUA D SWORD.
- Who are the officers and directors of LINCOLN 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 LINCOLN UNITY APARTMENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $365,171, expenses of $369,253 and total assets of $791,142 at year end.
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