Civic Intelligence

Windham & Windsor Housing Trust Inc.

990 • Fiscal year 2014 • EIN 22-2878487

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

68 Birge StreetBrattleboro, VT 05301

(802) 254-4604

Siviq Scores

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

Liabilities / Assets

67th percentile

0.49x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

6.76x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

4th percentile

-34%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-20%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Assets

Up

$55,473,568

Up $4,950,356 (+9.8%) from 2013

Net Assets

Down

$28,082,636

Down $513,063 (-1.8%) from 2013

Liabilities

Up

$27,390,932

Up $5,463,419 (+25%) from 2013

Revenue

Down

$4,054,621

Down $995,497 (-20%) from 2013

Expenses

Up

$5,431,184

Up $271,106 (+5.3%) from 2013

Net Income

Down

-$1,376,563

Down $1,266,603 (-1152%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $47,576,927Liabilities 2011: $20,896,861Net Assets 2011: $26,680,0662011Assets 2012: $49,631,107Liabilities 2012: $22,195,259Net Assets 2012: $27,435,8482012Assets 2013: $50,523,212Liabilities 2013: $21,927,513Net Assets 2013: $28,595,6992013Assets 2014: $55,473,568Liabilities 2014: $27,390,932Net Assets 2014: $28,082,6362014Assets 2015: $15,865,332Liabilities 2015: $614,259Net Assets 2015: $15,251,0732015Assets 2016: $16,645,305Liabilities 2016: $898,080Net Assets 2016: $15,747,2252016Assets 2017: $17,272,457Liabilities 2017: $654,991Net Assets 2017: $16,617,4662017Assets 2018: $19,323,030Liabilities 2018: $622,008Net Assets 2018: $18,701,0222018Assets 2019: $19,816,127Liabilities 2019: $657,600Net Assets 2019: $19,158,5272019Assets 2020: $24,322,130Liabilities 2020: $1,818,885Net Assets 2020: $22,503,2452020Assets 2021: $23,778,694Liabilities 2021: $964,307Net Assets 2021: $22,814,3872021Assets 2022: $24,594,627Liabilities 2022: $756,348Net Assets 2022: $23,838,2792022Assets 2023: $26,446,261Liabilities 2023: $1,103,170Net Assets 2023: $25,343,0912023Assets 2024: $28,069,016Liabilities 2024: $1,129,596Net Assets 2024: $26,939,4202024

Highlighted filing

2014

Assets$55,473,568
Liabilities$27,390,932
Net Assets$28,082,636

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,680,900Expenses 2011: $4,650,779Net Income 2011: -$969,8792011Expenses 2012: $4,979,4492012Revenue 2013: $5,050,118Expenses 2013: $5,160,078Net Income 2013: -$109,9602013Revenue 2014: $4,054,621Expenses 2014: $5,431,184Net Income 2014: -$1,376,5632014Revenue 2015: $3,479,706Expenses 2015: $2,336,205Net Income 2015: $1,143,5012015Revenue 2016: $2,540,987Expenses 2016: $2,044,835Net Income 2016: $496,1522016Revenue 2017: $2,965,236Expenses 2017: $2,063,975Net Income 2017: $901,2612017Revenue 2018: $4,501,272Expenses 2018: $2,595,927Net Income 2018: $1,905,3452018Revenue 2019: $2,693,879Expenses 2019: $2,612,181Net Income 2019: $81,6982019Revenue 2020: $6,653,193Expenses 2020: $3,252,223Net Income 2020: $3,400,9702020Revenue 2021: $4,615,942Expenses 2021: $4,304,800Net Income 2021: $311,1422021Revenue 2022: $5,094,674Expenses 2022: $4,070,782Net Income 2022: $1,023,8922022Revenue 2023: $6,313,738Expenses 2023: $4,808,926Net Income 2023: $1,504,8122023Revenue 2024: $7,674,551Expenses 2024: $6,078,222Net Income 2024: $1,596,3292024

Highlighted filing

2014

Revenue$4,054,621
Expenses$5,431,184
Net Income-$1,376,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$5,439,235
Mission and Program Overview

Mission

The windham & windsor housing trust strengthens the communities of southeast vermont through the development and stewardship of permanently affordable housing and through ongoing support and advocacy for its residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$41,008,985$44,968,480▲ $3,959,495
Savings and Temporary Cash Investments$4,577,801$4,528,145▼ $49,656
Prepaid Expenses and Deferred Charges$86,276$90,740▲ $4,464
Pledges and Grants Receivable$60,119$74,063▲ $13,944
Inventories for Sale or Use$65,631$66,370▲ $739
Accounts Receivable$68,697$65,209▼ $3,488
Investments in Publicly Traded Securities$1,314$1,314→ $0
Total Assets$50,523,212$55,473,568▲ $4,950,356
Other Assets Total$4,654,389$5,679,247▲ $1,024,858
Liabilities
Mortgage Notes Payable Secured by Investment Property$18,968,892$21,204,852▲ $2,235,960
Other Liabilities$2,745,676$5,152,617▲ $2,406,941
Accounts Payable and Accrued Expenses$212,945$1,033,463▲ $820,518
Total Liabilities$21,927,513$27,390,932▲ $5,463,419
Net Assets / Fund Balance
Unrestricted Net Assets$20,660,917$20,303,094▼ $357,823
Permanently Rstr Net Assets$5,374,140$5,302,989▼ $71,151
Temporarily Rstr Net Assets$2,560,642$2,476,553▼ $84,089
Total Net Assets Fund Balance$28,595,699$28,082,636▼ $513,063
Total Liabilities and Net Assets / Fund Balance$50,523,212$55,473,568▲ $4,950,356

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,912,035$9,497,455-
Other Land Buildings$1,193,465--
Land$7,230,474--
Equipment$632,506$152,036-
Other Assets Org$12,284--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,312,404
Program Service Revenue
$3,267,949
Investment Income
$-675,267
Other Revenue
$149,535
All Other Contributions
$92,232
Change in Net Assets
$-1,376,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,054,621
Total Revenue per Audited Statements
$4,054,621
Total Revenue per Form 990
$4,054,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,865,123
Salaries, Compensation, and Employee Benefits$1,562,561
Total Fundraising Expense$127,633
Grants and Similar Amounts Paid$3,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,045,868$153,974$52,633$1,252,475
All Other Expenses$459,707$25,138$50,877$535,722
Interest$346,373--$346,373
Payroll Taxes$259,984$38,415$11,687$310,086
Other Expenses$278,345$95$50$278,490
Insurance$101,661$6,191$473$108,325
Office Expenses$65,528$19,967$3,718$89,213
Fees for Services Accounting$61,200$22,300-$83,500
Fees for Services Legal$64,639$535-$65,174
Occupancy$42,111$5,618$2,989$50,718
Travel$27,472$2,481$269$30,222
Advertising$21,180$250$1,477$22,907
Conferences and Meetings$9,768$1,833$939$12,540
Grants to Domestic Individuals$3,500--$3,500
Total Functional Expenses$5,000,615$302,936$127,633$5,431,184

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,431,184
Total Expenses per Audited Statements$5,431,184
Total Expenses per Form 990$5,431,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,040
Fundraising Direct Expenses$25,985
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert$54,040$54,040$3,395$50,645
Total Events$54,040$54,040$25,985$28,055
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-PresidentInsurance ServicesNo$7,883
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Int Payable$2,659,954
Construction Loan$2,200,000
Tenant Security Deposits$200,205
Other Current Liab$92,458
Other Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The audited financial statements are presented to the board for approval, but the 990 is reviewed by the executive director and the treasurer for approval.

Form 990, Page 6, Part VI, Line 12C

The board is asked annually to disclose any conflicts. Any/all conflicts are disclosed to the auditors.

Form 990, Page 6, Part VI, Line 15A

The board of directors determines the executive director's salary. The executive director determines the staff's salaries.

Form 990, Page 6, Part VI, Line 15B

The board of directors determines the executive director's salary. The executive director determines the staff's salaries.

Form 990, Page 6, Part VI, Line 19

The organization presents financial information in the annual report and distributes their governing documents upon request.

Filing and Contact Details

Filer

Filer Name
Windham & Windsor Housing Trust in
EIN
22-2878487
Phone
8022544604
Address
68 BIRGE STREET, BRATTLEBORO, VT 05301

Signing Officer

Name
Mary Houghton
Title
Treasurer
Phone
8022544604
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Vt
Voting Board Members
15
Independent Board Members
15
Employees
33

Preparer

Firm
HURLEY O'NEILL & COMPANY PC
Address
36 MILLER STILE RD, QUINCY, MA 02169-5423
Preparer
J Thomas Hurley
Phone
6173766226
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The windham & windsor housing trust strengthens the communities of southeast vermont through the development and stewardship of permanently affordable housing and through ongoing support and advocacy for its residents.

Form 990, Page 2, Part III, Line 4D

Lending - accounts for all lending activity related to the rehab loan fund housing development - accounts for all activity relating to acquisition and rehabilitation or construction of housing units neighborworks h.e.a.t. Squad - accounts for activity relating to facilitating homeowners initiating and completing home energy efficiency improvements on their homes, facilitating financing for improvements as needed, and providing energy efficiency counseling to local homeowners support and services at home (sash) program - accounts for all activity related to providing a seamless system of at-home service and support so individuals can remain in their homes throughout their lives.

Form 990, Part XI, Line 9

Capital contributions to limited partnerships 863,500

Financial Statement Notes

Schedule D, Page 3, Part X

Wwht adopted the provisions of financial accounting standard board (fasb) interpretation 48 (fin 48) on january 1, 2010. This standard provides that an enterprise should determine whether it is more likely than not that a tax position will be sustained upon examination and any differences between tax positions taken in a tax return and amounts recognized in financial statements based on this position will result in either a reduction in a deferred tax asset or an increase in a deferred tax liability. As a result of this implementation, wwht determined there are no tax positions that would require the recognition of a liability or reduction of a deferred tax asset in accordance with this standard. The tax filings will remain open for examination for three years.

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IRS990/FundraisingGrossIncomeAmt054040
IRS990/GainOrLossGrp/OtherAmt0-780999
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt01220172
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03500
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0577630
IRS990/GrossReceiptsAmt05439235
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0473
IRS990/InsuranceGrp/ManagementAndGeneralAmt06191
IRS990/InsuranceGrp/ProgramServicesAmt0101661
IRS990/InsuranceGrp/TotalAmt0108325
IRS990/InterestGrp/ProgramServicesAmt0346373
IRS990/InterestGrp/TotalAmt0346373
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt066370
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105732
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01314
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IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt044968480
IRS990/LandBldgEquipCostOrOtherBssAmt054617971
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WINDHAM & WINDSOR HOUSING TRUST STRENGTHENS THE COMMUNITIES OF SOUTHEAST VERMONT THROUGH THE DEVELOPMENT AND STEWARDSHIP OF PERMANENTLY AFFORDABLE HOUSING AND THROUGH ONGOING SUPPORT AND ADVOCACY FOR ITS RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt018968892
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt021204852
IRS990/NetAssetsOrFundBalancesBOYAmt028595699
IRS990/NetAssetsOrFundBalancesEOYAmt028082636
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-780999
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-780999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt028055
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt05618
IRS990/OccupancyGrp/ProgramServicesAmt042111
IRS990/OccupancyGrp/TotalAmt050718
IRS990/OfficeExpensesGrp/FundraisingAmt03718
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019967
IRS990/OfficeExpensesGrp/ProgramServicesAmt065528
IRS990/OfficeExpensesGrp/TotalAmt089213
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04654389
IRS990/OtherAssetsTotalGrp/EOYAmt05679247
IRS990/OtherChangesInNetAssetsAmt0863500
IRS990/OtherExpensesGrp/Desc0DEPRECIATION
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/FundraisingAmt0833
IRS990/OtherExpensesGrp/FundraisingAmt11688
IRS990/OtherExpensesGrp/FundraisingAmt250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016588
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27985
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt395
IRS990/OtherExpensesGrp/ProgramServicesAmt01250301
IRS990/OtherExpensesGrp/ProgramServicesAmt1606290
IRS990/OtherExpensesGrp/ProgramServicesAmt2356688
IRS990/OtherExpensesGrp/ProgramServicesAmt3278345
IRS990/OtherExpensesGrp/TotalAmt01266889
IRS990/OtherExpensesGrp/TotalAmt1608689
IRS990/OtherExpensesGrp/TotalAmt2366361
IRS990/OtherExpensesGrp/TotalAmt3278490
IRS990/OtherLiabilitiesGrp/BOYAmt02745676
IRS990/OtherLiabilitiesGrp/EOYAmt05152617
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0121480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0121480
IRS990/OtherRevenueTotalAmt0121480
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052633
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0153974
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01045868
IRS990/OtherSalariesAndWagesGrp/TotalAmt01252475
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt011687
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038415
IRS990/PayrollTaxesGrp/ProgramServicesAmt0259984
IRS990/PayrollTaxesGrp/TotalAmt0310086
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05374140
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05302989
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060119
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt074063
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt086276
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090740
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL & LEASE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1DEVELOPMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3REPAIR & MAINT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02388568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1560900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2148233
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3129427
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt440821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02388568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1560900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2148233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3129427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt440821
IRS990/ProgSrvcAccomActy2Grp/Desc0PROPERTY MANAGEMENT ACCOUNTS FOR ALL ACTIVITY RELATING TO LEASING AND MAINTAINING RENTAL HOUSING UNITS. IN 2014, OUR BUILDINGS AND TENANT DOCUMENTATION SUCCCESSFULLY PASSED ALL FEDERAL AND STATE AGENCY MONITORING INSPECTIONS. THE PROPERTY MANAGEMENT DEPARTMENT ALSO PROVIDED SUPPORTIVE SERVICES FOR 125 HOUSEHOLDS THROUGH COORDINATION OF BENEFIT APPLICATIONS, HOUSEHOLD BUDGETING, TENANT MEDIATION, ADVOCACY WITH SERVICE AGENCIES FOR THE DISABLED, ELDERLY, FAMILIES, INDIVIDUALS, AND FOR COMMUNITY RESIDENTS FACING HOMELESSNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01002732
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0879381
IRS990/ProgSrvcAccomActy3Grp/Desc0HOMEOWNERSHIP ACCOUNTS FOR ALL ACTIVITY RELATING TO FACILITATING THE OWNERSHIP & STEWARDSHIP OF SINGLE FAMILY HOMES, FACILITATING HOME IMPROVEMENT LOANS AND PROVIDING HOUSING COUNSELING SERVICES TO LOCAL HOMEBUYERS AND HOMEOWNERS THROUGH THE COMMUNITY LAND TRUST MODEL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0270421
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt083549
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LENDING - ACCOUNTS FOR ALL LENDING ACTIVITY RELATED TO THE REHAB LOAN FUND HOUSING DEVELOPMENT - ACCOUNTS FOR ALL ACTIVITY RELATING TO ACQUISITION AND REHABILITATION OR CONSTRUCTION OF HOUSING UNITS NEIGHBORWORKS H.E.A.T. SQUAD - ACCOUNTS FOR ACTIVITY RELATING TO FACILITATING HOMEOWNERS INITIATING AND COMPLETING HOME ENERGY EFFICIENCY IMPROVEMENTS ON THEIR HOMES, FACILITATING FINANCING FOR IMPROVEMENTS AS NEEDED, AND PROVIDING ENERGY EFFICIENCY COUNSELING TO LOCAL HOMEOWNERS SUPPORT AND SERVICES AT HOME (SASH) PROGRAM - ACCOUNTS FOR ALL ACTIVITY RELATED TO PROVIDING A SEAMLESS SYSTEM OF AT-HOME SERVICE AND SUPPORT SO INDIVIDUALS CAN REMAIN IN THEIR HOMES THROUGHOUT THEIR LIVES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0619109
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0165774
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01984503
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010800
IRS990/PYInvestmentIncomeAmt033878
IRS990/PYOtherExpensesAmt03691287
IRS990/PYOtherRevenueAmt0150418
IRS990/PYProgramServiceRevenueAmt02881319
IRS990/PYRevenuesLessExpensesAmt0-109960
IRS990/PYSalariesCompEmpBnftPaidAmt01457991
IRS990/PYTotalExpensesAmt05160078
IRS990/PYTotalRevenueAmt05050118
IRS990/ReconcilationRevenueExpnssAmt0-1376563
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02388568
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04577801
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04528145
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER 626,202
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01312404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01916005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01888317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01475352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01169578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07761656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0105732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021883
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0276080
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03443469
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0147077
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0150418
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0106735
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0110281
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0111691
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0626202
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89590
IRS990ScheduleA/PublicSupportTotal170Amt07761656
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01312404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01916005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01888317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01475352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01169578
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07761656
IRS990ScheduleA/TotalSupportAmt08663938
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt035912035

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$1.13$26.9$7.67$6.08$1.60
2023Detailed filing. Detailed filing data is available for this year.$26.4$1.10$25.3$6.31$4.81$1.50
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.76$23.8$5.09$4.07$1.02
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.96$22.8$4.62$4.30$0.31
2020Detailed filing. Detailed filing data is available for this year.$24.3$1.82$22.5$6.65$3.25$3.40
2019Detailed filing. Detailed filing data is available for this year.$19.8$0.66$19.2$2.69$2.61$0.08
2018Detailed filing. Detailed filing data is available for this year.$19.3$0.62$18.7$4.50$2.60$1.91
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.65$16.6$2.97$2.06$0.90
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.90$15.7$2.54$2.04$0.50
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.61$15.3$3.48$2.34$1.14
2014Detailed filing. Detailed filing data is available for this year.$55.5$27.4$28.1$4.05$5.43$1.38
2013Detailed filing. Detailed filing data is available for this year.$50.5$21.9$28.6$5.05$5.16$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.6$22.2$27.4$4.98
2011Summary only. Only limited summary data is available for this year.$47.6$20.9$26.7$3.68$4.65$0.97