Civic Intelligence

Housing Education and Research Association

EIN 23-7175019 • 501(c)3 • Florence, MT

Profile

Publications for members, conference reports, newsletters

581 Stargazer WayFlorence, MT 59833

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$7,507

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 45.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.7%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$116,086

Down $5,718 (-4.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$116,086

Down $5,718 (-4.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$16,666

Down $5,504 (-25%) from 2023

Expenses

Down

$22,384

Down $4,695 (-17%) from 2023

Net Income

Down

-$5,718

Down $809 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $106,197Net Assets 2014: $106,1972014Assets 2015: $134,035Net Assets 2015: $134,0352015Assets 2016: $135,210Net Assets 2016: $135,2102016Assets 2017: $135,770Net Assets 2017: $135,7702017Assets 2018: $133,897Net Assets 2018: $133,8972018Assets 2019: $129,423Net Assets 2019: $129,4232019Assets 2021: $137,083Net Assets 2021: $137,0832021Assets 2022: $126,713Net Assets 2022: $126,7132022Assets 2023: $121,804Net Assets 2023: $121,8042023Assets 2024: $116,086Net Assets 2024: $116,0862024

Highlighted filing

2024

Assets$116,086
Liabilities-
Net Assets$116,086
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $15,323Expenses 2014: $21,010Net Income 2014: -$5,6872014Revenue 2015: $45,038Expenses 2015: $17,200Net Income 2015: $27,8382015Revenue 2016: $26,692Expenses 2016: $25,517Net Income 2016: $1,1752016Revenue 2017: $24,336Expenses 2017: $23,776Net Income 2017: $5602017Revenue 2018: $28,269Expenses 2018: $30,142Net Income 2018: -$1,8732018Revenue 2019: $29,504Expenses 2019: $33,978Net Income 2019: -$4,4742019Revenue 2021: $29,045Expenses 2021: $17,370Net Income 2021: $11,6752021Revenue 2022: $19,414Expenses 2022: $29,784Net Income 2022: -$10,3702022Revenue 2023: $22,170Expenses 2023: $27,079Net Income 2023: -$4,9092023Revenue 2024: $16,666Expenses 2024: $22,384Net Income 2024: -$5,7182024

Highlighted filing

2024

Revenue$16,666
Expenses$22,384
Net Income-$5,718
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$116,086
Liabilities
-
Net assets
$116,086
Revenue
$16,666
Expenses
$22,384
Net income
-$5,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.16$0.17$0.22$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$0.22$0.27$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.27$0.19$0.30$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.29$0.17$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$0.30$0.34$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$0.28$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.24$0.24$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$1.35$0.27$0.26$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$0.45$0.17$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.15$0.21$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 13, 2022
Return Version
2021v4.2
Gross Receipts
$29,045
Mission and Program Overview

Mission

Publications for members, conference reports, newsletters

Program Services

DescriptionGrantsExpenses
Promote an awareness of the relationship between housing and the well-being of individuals, families and communities.-$16,677
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barb AllenExecutive Director-$7,507-$7,507
Gina PeekPresident-$0--
David TurcottePresident-Elect-$0--
Mira AhnVice-President-$0--
Leslie Green PimemtelPast President-$0--
Katrin AnackerSecretary-$0--
Randy CantrellTreasurer-$0--
Katherine AllenDirector-$0--
Erin HopkinsDirector-$0--
Debbie PhillipsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Housing Education and Research Association
EIN
23-7175019
Phone
4065804836
Address
581 Stargazer Way, Florence, MT 59833

Signing Officer

Name
Barbara Allen
Title
Executive Director
Phone
4065804836
Signed
2022-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Dellinger & Gallagher
Address
11 Moreland Court, Manhattan, MT 59741
Preparer
Bob Dellinger
Phone
4062846068
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 3,204”

Form 990-EZ, Part I, Line 16, Other Expenses

“Awards 4,445”

Raw XML Appendix192 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04065812432
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0MSU
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bozeman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059717
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137083
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03895
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011675
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0660
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0125408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137083
IRS990EZ/GrossReceiptsAmt029045
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0146
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025004
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0125408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137083
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0125408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137083
IRS990EZ/OccupancyRentUtltsAndMaintAmt01554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt87507
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gina Peek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Turcotte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mira Ahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leslie Green Pimemtel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katrin Anacker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Randy Cantrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katherine Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erin Hopkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Barb Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Debbie Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07649
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Publications for members, conference reports, newsletters
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote an awareness of the relationship between housing and the well-being of individuals, families and communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016677
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07507
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt017370
IRS990EZ/TotalProgramServiceExpensesAmt016677
IRS990EZ/TotalRevenueAmt029045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt099243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01780
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022336
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01780
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02280
IRS990ScheduleA/InvestmentIncomeCYPct00.01840
IRS990ScheduleA/InvestmentIncomePYPct00.01780
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.98160
IRS990ScheduleA/PublicSupportPY509Pct00.98220
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0121579
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019800
IRS990ScheduleA/Total509Grp/TotalAmt0121579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019800
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0123859
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 3,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards 4,445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04065804836
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Housing Education and Research Association
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0237175019
ReturnHeader/Filer/PhoneNum04065804836
ReturnHeader/Filer/USAddress/AddressLine1Txt0581 Stargazer Way
ReturnHeader/Filer/USAddress/CityNm0Florence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059833
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830340098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dellinger & Gallagher
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 Moreland Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manhattan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059741
ReturnHeader/PreparerPersonGrp/PhoneNum04062846068
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bob Dellinger
ReturnHeader/ReturnTs02022-07-13T02:30:49-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Allen
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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