Civic Intelligence

Louison House Inc.

990 • Fiscal year 2017 • EIN 22-3051367

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 21, 2017

PO Box 54Adams, MA 01220

(413) 663-6323

Siviq Scores

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

Liabilities / Assets

86th percentile

0.56x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.57x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

1.8%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$500,177

Up $58,584 (+13%) from 2016

Net Assets

Up

$219,571

Up $98,912 (+82%) from 2016

Liabilities

Down

$280,606

Down $40,328 (-13%) from 2016

Revenue

Up

$496,517

Up $8,914 (+1.8%) from 2016

Expenses

Up

$428,020

Up $22,996 (+5.7%) from 2016

Net Income

Down

$68,497

Down $14,082 (-17%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $181,408Liabilities 2010: $168,302Net Assets 2010: $13,1062010Assets 2011: $223,354Liabilities 2011: $206,460Net Assets 2011: $16,8942011Assets 2012: $215,603Liabilities 2012: $201,896Net Assets 2012: $13,7072012Assets 2013: $215,076Liabilities 2013: $207,737Net Assets 2013: $7,3392013Assets 2014: $239,994Liabilities 2014: $242,088Net Assets 2014: -$2,0942014Assets 2015: $251,326Liabilities 2015: $220,491Net Assets 2015: $30,8352015Assets 2016: $441,593Liabilities 2016: $320,934Net Assets 2016: $120,6592016Assets 2017: $500,177Liabilities 2017: $280,606Net Assets 2017: $219,5712017Assets 2018: $436,337Liabilities 2018: $189,532Net Assets 2018: $246,8052018Assets 2019: $913,519Liabilities 2019: $637,216Net Assets 2019: $276,3032019Assets 2020: $1,613,816Liabilities 2020: $1,306,990Net Assets 2020: $306,8262020Assets 2021: $2,735,089Liabilities 2021: $1,814,759Net Assets 2021: $920,3302021Assets 2022: $586,981Liabilities 2022: $65,910Net Assets 2022: $521,0712022Assets 2023: $791,856Liabilities 2023: $150,693Net Assets 2023: $641,1632023Assets 2024: $849,672Liabilities 2024: $88,169Net Assets 2024: $761,5032024

Highlighted filing

2017

Assets$500,177
Liabilities$280,606
Net Assets$219,571

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $334,141Expenses 2010: $378,221Net Income 2010: -$44,0802010Expenses 2011: $393,4122011Expenses 2012: $376,3842012Expenses 2013: $424,4192013Revenue 2014: $365,844Expenses 2014: $408,224Net Income 2014: -$42,3802014Revenue 2015: $415,539Expenses 2015: $413,025Net Income 2015: $2,5142015Revenue 2016: $487,603Expenses 2016: $405,024Net Income 2016: $82,5792016Revenue 2017: $496,517Expenses 2017: $428,020Net Income 2017: $68,4972017Revenue 2018: $493,955Expenses 2018: $521,047Net Income 2018: -$27,0922018Revenue 2019: $483,184Expenses 2019: $482,730Net Income 2019: $4542019Revenue 2020: $569,015Expenses 2020: $547,709Net Income 2020: $21,3062020Revenue 2021: $932,629Expenses 2021: $767,208Net Income 2021: $165,4212021Revenue 2022: $1,018,530Expenses 2022: $922,258Net Income 2022: $96,2722022Revenue 2023: $1,721,094Expenses 2023: $1,684,433Net Income 2023: $36,6612023Revenue 2024: $1,680,120Expenses 2024: $1,568,074Net Income 2024: $112,0462024

Highlighted filing

2017

Revenue$496,517
Expenses$428,020
Net Income$68,497
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 21, 2017
Return Version
2016v3.1
Gross Receipts
$496,517
Mission and Program Overview

Mission

The mission of louison house is to meet the needs of our neighbors who are experiencing homelessness or are at risk of housing instability.

Provide services for the prevention of homelessness through counseling, transitional housing and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$238,995$229,091▼ $9,904
Cash and Non-Interest-Bearing Accounts$131,968$225,258▲ $93,290
Savings and Temporary Cash Investments$58,920$37,002▼ $21,918
Prepaid Expenses and Deferred Charges$2,563$5,756▲ $3,193
Accounts Receivable$9,147$3,070▼ $6,077
Total Assets$441,593$500,177▲ $58,584
Liabilities
Other Liabilities$227,920$206,002▼ $21,918
Deferred Revenue-$74,283-
Accounts Payable and Accrued Expenses$93,014$321▼ $92,693
Total Liabilities$320,934$280,606▼ $40,328
Net Assets / Fund Balance
Unrestricted Net Assets$120,659$219,571▲ $98,912
Total Net Assets Fund Balance$120,659$219,571▲ $98,912
Total Liabilities and Net Assets / Fund Balance$441,593$500,177▲ $58,584

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$182,370$93,562$275,932
Land$29,500-$29,500
Other Land Buildings$12,317$2,678$14,995
Equipment$3,366$666$4,032
Leasehold Improvements$1,538$130$1,668
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike GoodwinPresident
Aleta MoncecchiDirector
Emily SchiavoniDirector
Julie MacdonaldDirector
Paul GordanDirector
Terry JoyDirector
James SulzmanProgram Lias
Erin ScottTreasurer
Stacy ParsonsVice Pres/se
Revenue and Support

Revenue Composition

Contributions and Grants
$438,051
Program Service Revenue
$51,812
Investment Income
$609
Other Revenue
$6,045
All Other Contributions
$144,653
Change in Net Assets
$68,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$496,517
Revenue Not Reported on Form 990
$30,415
Total Revenue per Audited Statements
$526,932
Total Revenue per Form 990
$496,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$252,896
Other Expenses$175,124
Total Fundraising Expense$3,659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,939$15,791-$210,730
Occupancy$81,570--$81,570
Other Employee Benefits$19,796$1,603-$21,399
Payroll Taxes$19,211$1,556-$20,767
Depreciation Depletion-$9,905-$9,905
All Other Expenses$3,450$6,105-$9,555
Fees for Services Accounting-$9,190-$9,190
Other Expenses$5,993$6,165-$5,993
Fees for Services Other-$640$3,659$4,299
Advertising-$380-$380
Total Functional Expenses$370,107$54,254$3,659$428,020

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$428,020
Total Expenses per Audited Statements$428,020
Total Expenses per Form 990$428,020
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,045
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable$99,000
Line of Credit$70,000
Agency Funds$37,002
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
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

A copy of form 990 will be reviewed by the treasurer prior to filing.

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

A copy of the policy will be given to all board members, staff members, and volunteers upon commencement of such persons relationship with the organization. All shall sign and date the policy on an annual basis.

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

The executive director salary is reviewed and approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are made available to the public upon request. Financial statements are also available on the website of the massachusetts attorney general.

Filing and Contact Details

Filer

Filer Name
Louison House Inc
EIN
22-3051367
Phone
4136636323
Address
PO BOX 54, ADAMS, MA 01220

Signing Officer

Name
Kathy Keeser
Title
Executive Director
Phone
4136636323
Signed
2017-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Goodwin
Formed
1990
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
14
Volunteers
130

Preparer

Firm
Smith Watson & Co Llp
Address
85 MAIN ST STE 111, NORTH ADAMS, MA 01247-3429
Preparer
Bryon M Sherman
Phone
4136644650
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0674
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt057857
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IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0438051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0408797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0363395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0317342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0326643
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01854228
IRS990ScheduleA/TotalSupportAmt01854902
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0182370
IRS990ScheduleD/BuildingsGrp/DepreciationAmt093562
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0275932
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt030415
IRS990ScheduleD/EquipmentGrp/BookValueAmt03366
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0666
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04032
IRS990ScheduleD/ExpensesSubtotalAmt0428020
IRS990ScheduleD/LandGrp/BookValueAmt029500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt029500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01538
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0130
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01668
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012317
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02678
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt099000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt170000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt237002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt030415
IRS990ScheduleD/RevenueSubtotalAmt0496517
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0229091
IRS990ScheduleD/TotalExpensesPerForm990Amt0428020
IRS990ScheduleD/TotalLiabilityAmt0206002
IRS990ScheduleD/TotalRevenuePerForm990Amt0496517
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0428020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WILL BE REVIEWED BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE POLICY WILL BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, AND VOLUNTEERS UPON COMMENCEMENT OF SUCH PERSONS RELATIONSHIP WITH THE ORGANIZATION. ALL SHALL SIGN AND DATE THE POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0438051
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03659
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054254
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0370107
IRS990/TotalFunctionalExpensesGrp/TotalAmt0428020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0320934
IRS990/TotalLiabilitiesEOYAmt0280606
IRS990/TotalLiabilitiesGrp/BOYAmt0320934
IRS990/TotalLiabilitiesGrp/EOYAmt0280606
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120659
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219571
IRS990/TotalProgramServiceExpensesAmt0370107
IRS990/TotalProgramServiceRevenueAmt051812
IRS990/TotalRevenueGrp/ExclusionAmt0609
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051812
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0496517
IRS990/TotalVolunteersCnt0130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0441593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0500177
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0120659
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0219571
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt046 SUNSET DRIVE
IRS990/USAddress/CityNm0WILLIAMSTOWN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001267
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LOUISONHOUSE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KEESER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04136636323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISON HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0223051367
ReturnHeader/Filer/PhoneNum04136636323
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 54
ReturnHeader/Filer/USAddress/CityNm0ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034CF7F389F84536AF6AC12F8A0AA29DBB695096B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01AF3C33E068449F31F79581828F5FE3880F7053F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 MAIN ST STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ADAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0012473429
ReturnHeader/PreparerPersonGrp/PhoneNum04136644650
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-19T11:19:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.09$0.76$1.68$1.57$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.15$0.64$1.72$1.68$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.07$0.52$1.02$0.92$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.74$1.81$0.92$0.93$0.77$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.61$1.31$0.31$0.57$0.55$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.64$0.28$0.48$0.48$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.19$0.25$0.49$0.52$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.28$0.22$0.50$0.43$0.07
2016Summary only. Only limited summary data is available for this year.$0.44$0.32$0.12$0.49$0.41$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.22$0.03$0.42$0.41$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.00$0.37$0.41$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.21$0.01$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.20$0.01$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.21$0.02$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.17$0.01$0.33$0.38$0.04