Civic Intelligence

Owen House Ltd

990EZ • Fiscal year 2014 • EIN 01-0601585

Jan 01, 2014 to Dec 31, 2014 • Filed on Jan 28, 2016

Organization ProfileN/A
1860 Main StreetCastleton, VT 05735

(802) 468-5357

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.30x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

18.44x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$495,982

Down $16,729 (-3.3%) from 2013

Net Assets

Down

-$151,182

Down $25,127 (-20%) from 2013

Liabilities

Up

$647,164

Up $8,398 (+1.3%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin6th percentile

Revenue

Down

$35,095

Down $12,923 (-27%) from 2013

Expenses

Up

$60,222

Up $123 (+0.2%) from 2013

Net Income

Down

-$25,127

Down $13,046 (-108%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $551,762Liabilities 2010: $636,517Net Assets 2010: -$84,7552010Assets 2011: $541,966Liabilities 2011: $636,177Net Assets 2011: -$94,2112011Assets 2012: $525,995Liabilities 2012: $639,969Net Assets 2012: -$113,9742012Assets 2013: $512,711Liabilities 2013: $638,766Net Assets 2013: -$126,0552013Assets 2014: $495,982Liabilities 2014: $647,164Net Assets 2014: -$151,1822014Assets 2015: $479,118Liabilities 2015: $657,296Net Assets 2015: -$178,1782015Assets 2016: $477,094Liabilities 2016: $665,154Net Assets 2016: -$188,0602016Assets 2017: $422,180Liabilities 2017: $0Net Assets 2017: -$15,2332017

Highlighted filing

2014

Assets$495,982
Liabilities$647,164
Net Assets-$151,182
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $58,7272010Expenses 2011: $61,1772011Revenue 2012: $41,084Expenses 2012: $60,847Net Income 2012: -$19,7632012Revenue 2013: $48,018Expenses 2013: $60,099Net Income 2013: -$12,0812013Revenue 2014: $35,095Expenses 2014: $60,222Net Income 2014: -$25,1272014Revenue 2015: $34,844Expenses 2015: $61,840Net Income 2015: -$26,9962015Revenue 2016: $41,816Expenses 2016: $51,698Net Income 2016: -$9,8822016Revenue 2017: $0Expenses 2017: $15,233Net Income 2017: -$15,2332017

Highlighted filing

2014

Revenue$35,095
Expenses$60,222
Net Income-$25,127
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jan 28, 2016
Return Version
2014v6.0
Gross Receipts
$35,095
Mission and Program Overview

Mission

To provide safe and decent housing to very low income disabled persons

Program Services

DescriptionGrantsExpenses
TO PROVIDE SAFE AND DECENT HOUSING TO VERY LOW-INCOME DISABLED PERSONS$60,222-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTYN ROGERSSecretary-$0--
JAMES J DODGEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Owen House Ltd
EIN
01-0601585
Phone
8024685357
Address
1860 MAIN STREET, CASTLETON, VT 05735

Signing Officer

Name
James J Dodge
Title
President
Signed
2016-01-28
Discuss with paid preparer
Yes

Preparer

Firm
McCormack Guyette & Associates PC
Address
66 Grove Street, Rutland, VT 05701
Preparer
Pamela J Douglass CPA
Phone
8027753221
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $15783”

Other Expenses.1

“Repair and maintenance $11323”

Other Expenses.2

“UTILITIES $9183”

Other Expenses.3

“REAL ESTATE TAXES $8552”

Other Expenses.4

“AUDIT EXPENSE $5600”

Other Expenses.5

“MANAGEMENT FEES $4608”

Other Expenses.6

“PROPERTY INSURANCE $3117”

Other Expenses.7

“Misc administrative $2056”

Other Assets.1002

“Furniture and Fixtures - Beginning $1012 Furniture and Fixtures - Ending $680”

Other Assets.1005

“Accounts Receivable - Beginning $3632 Accounts Receivable - Ending $3949”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $2982 Pledges and Grants Receivable - Ending $2982”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $4 Prepaid Expenses and Deferred Charges - Ending $0”

Other Assets.1

“RESTRICTED DEPOSITS - Beginning $18061 RESTRICTED DEPOSITS - Ending $19671”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $6600 Accounts Payable and Accrued Expenses - Ending $15490”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $630600 Secured Mortgages and Notes Payable - Ending $630600”

Total Liabilities.1

“TENANT SECURITY DEPOSITS - Beginning $1566 TENANT SECURITY DEPOSITS - Ending $1074”

Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHERINE ROONEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08024685357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01860 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CASTLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005735
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020636
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0512711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0495982
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt035095
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt0482964
IRS990EZ/LandAndBuildingsGrp/EOYAmt0467513
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-126055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-151182
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-126055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-151182
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTYN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES J DODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025691
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027282
IRS990EZ/OtherExpensesTotalAmt060222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SAFE AND DECENT HOUSING TO VERY LOW INCOME DISABLED PERSONS
IRS990EZ/ProgramServiceRevenueAmt014447
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SAFE AND DECENT HOUSING TO VERY LOW-INCOME DISABLED PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060222
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0638766
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0647164
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060222
IRS990EZ/TotalProgramServiceExpensesAmt060222
IRS990EZ/TotalRevenueAmt035095
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143230
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014447
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt020930
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019554
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021914
IRS990ScheduleA/OtherIncome170Grp/TotalAmt092559
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60740
IRS990ScheduleA/PublicSupportPY170Pct00.62700
IRS990ScheduleA/PublicSupportTotal170Amt0143230
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036001
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143230
IRS990ScheduleA/TotalSupportAmt0235789
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $15783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REPAIR AND MAINTENANCE $11323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $9183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REAL ESTATE TAXES $8552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDIT EXPENSE $5600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MANAGEMENT FEES $4608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROPERTY INSURANCE $3117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISC ADMINISTRATIVE $2056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $1012 Furniture and Fixtures - Ending $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $3632 Accounts Receivable - Ending $3949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Pledges and Grants Receivable - Beginning $2982 Pledges and Grants Receivable - Ending $2982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $4 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RESTRICTED DEPOSITS - Beginning $18061 RESTRICTED DEPOSITS - Ending $19671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $6600 Accounts Payable and Accrued Expenses - Ending $15490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Secured Mortgages and Notes Payable - Beginning $630600 Secured Mortgages and Notes Payable - Ending $630600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TENANT SECURITY DEPOSITS - Beginning $1566 TENANT SECURITY DEPOSITS - Ending $1074
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J DODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWEN HOUSE LTD
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0010601585
ReturnHeader/Filer/PhoneNum08024685357
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CASTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McCormack Guyette & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Grove Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rutland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005701
ReturnHeader/PreparerPersonGrp/PhoneNum08027753221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela J Douglass CPA
ReturnHeader/ReturnTs02016-01-29T06:28:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,982
Liabilities
$647,164
Net assets
-$151,182
Revenue
$35,095
Expenses
$60,222
Net income
-$25,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.00$0.15$0.00$0.15$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.77$6.65$1.88$0.42$0.52$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.79$6.57$1.78$0.35$0.62$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.96$6.47$1.51$0.35$0.60$0.25
2013Detailed filing. Detailed filing data is available for this year.$5.13$6.39$1.26$0.48$0.60$0.12
2012Summary only. Only limited summary data is available for this year.$5.26$6.40$1.14$0.41$0.61$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$6.36$0.94$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$6.37$0.85$0.59