Civic Intelligence

The Willows at Melvin Place

990 • Fiscal year 2017 • EIN 26-4580465

May 01, 2016 to Apr 30, 2017 • Filed on Jan 25, 2018

PO Box 2690Everett, WA 98213

(425) 374-5491

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.20x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-79%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,879,046

Down $56,886 (-2.9%) from 2016

Net Assets

Down

$1,733,248

Down $49,222 (-2.8%) from 2016

Liabilities

Down

$145,798

Down $7,664 (-5.0%) from 2016

Revenue

Up

$66,276

Up $10,792 (+19%) from 2016

Expenses

Up

$118,304

Up $136 (+0.1%) from 2016

Net Income

Up

-$52,028

Up $10,656 (+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 2011: $2,605,569Liabilities 2011: $558,167Net Assets 2011: $2,047,4022011Assets 2012: $2,103,318Liabilities 2012: $92,910Net Assets 2012: $2,010,4082012Assets 2014: $2,040,888Liabilities 2014: $131,445Net Assets 2014: $1,909,4432014Assets 2015: $1,985,256Liabilities 2015: $131,301Net Assets 2015: $1,853,9552015Assets 2016: $1,935,932Liabilities 2016: $153,462Net Assets 2016: $1,782,4702016Assets 2017: $1,879,046Liabilities 2017: $145,798Net Assets 2017: $1,733,2482017Assets 2018: $1,821,330Liabilities 2018: $151,566Net Assets 2018: $1,669,7642018Assets 2019: $1,731,423Liabilities 2019: $114,370Net Assets 2019: $1,617,0532019Assets 2020: $1,687,348Liabilities 2020: $2,175,986Net Assets 2020: -$488,6382020Assets 2021: $1,634,950Liabilities 2021: $2,181,935Net Assets 2021: -$546,9852021Assets 2022: $1,576,026Liabilities 2022: $2,182,587Net Assets 2022: -$606,5612022Assets 2023: $1,540,616Liabilities 2023: $2,186,430Net Assets 2023: -$645,8142023Assets 2024: $1,500,189Liabilities 2024: $2,198,098Net Assets 2024: -$697,9092024Assets 2025: $1,449,070Liabilities 2025: $2,200,313Net Assets 2025: -$751,2432025

Highlighted filing

2017

Assets$1,879,046
Liabilities$145,798
Net Assets$1,733,248

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $18,6852011Expenses 2012: $96,5062012Revenue 2014: $69,084Expenses 2014: $150,772Net Income 2014: -$81,6882014Revenue 2015: $71,005Expenses 2015: $126,493Net Income 2015: -$55,4882015Revenue 2016: $55,484Expenses 2016: $118,168Net Income 2016: -$62,6842016Revenue 2017: $66,276Expenses 2017: $118,304Net Income 2017: -$52,0282017Revenue 2018: $72,761Expenses 2018: $136,233Net Income 2018: -$63,4722018Revenue 2019: $77,689Expenses 2019: $130,400Net Income 2019: -$52,7112019Revenue 2020: $83,776Expenses 2020: $133,267Net Income 2020: -$49,4912020Revenue 2021: $85,085Expenses 2021: $143,432Net Income 2021: -$58,3472021Revenue 2022: $91,057Expenses 2022: $150,633Net Income 2022: -$59,5762022Revenue 2023: $95,604Expenses 2023: $134,856Net Income 2023: -$39,2522023Revenue 2024: $100,114Expenses 2024: $152,209Net Income 2024: -$52,0952024Revenue 2025: $115,014Expenses 2025: $168,348Net Income 2025: -$53,3342025

Highlighted filing

2017

Revenue$66,276
Expenses$118,304
Net Income-$52,028
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jan 25, 2018
Return Version
2016v3.0
Gross Receipts
$66,276
Mission and Program Overview

Mission

To create pathways to recovery, stability, resiliency, and successful community membership throughout everett and snohomish county with a focus on addrssing the affordable supportive housing needs of community members who struggle with mental or physical disabilities.

Creating pathways to community by addressing affordable housing needs of disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,856,729$1,787,539▼ $69,190
Accounts Receivable$54,933$86,529▲ $31,596
Prepaid Expenses and Deferred Charges$1,770$1,816▲ $46
Cash and Non-Interest-Bearing Accounts$8,807$206▼ $8,601
Total Assets$1,935,932$1,879,046▼ $56,886
Other Assets Total$13,693$2,956▼ $10,737
Liabilities
Mortgage Notes Payable Secured by Investment Property$90,000$90,000→ $0
Accounts Payable and Accrued Expenses$48,560$38,650▼ $9,910
Unsecured Notes Loans Payable$13,500$16,200▲ $2,700
Other Liabilities$1,402$948▼ $454
Total Liabilities$153,462$145,798▼ $7,664
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,056,200$2,056,200→ $0
Unrestricted Net Assets$-273,730$-322,952▼ $49,222
Total Net Assets Fund Balance$1,782,470$1,733,248▼ $49,222
Total Liabilities and Net Assets / Fund Balance$1,935,932$1,879,046▼ $56,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,427,882$228,091$1,655,973
Land$260,000-$260,000
Leasehold Improvements$71,594$40,658$112,252
Other Land Buildings$4,477$79,391$83,868
Equipment$23,586$28,936$52,522
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy ColePresident
Jozann ChronisterVice President
Hideko SmithDirector
Kim EldredDirector
Lisa HanksDirector
Marian YildizDirector
Sharon BowersDirector
Susan FeigenheimerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,821
Program Service Revenue
$28,446
Investment Income
$9
Other Revenue
$0
Change in Net Assets
$-52,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,878
Salaries, Compensation, and Employee Benefits$7,426
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$69,190--$69,190
Occupancy$11,138--$11,138
Insurance$7,771--$7,771
Other Salaries and Wages$5,555--$5,555
Interest$2,700--$2,700
Fees for Services Management-$2,398-$2,398
Office Expenses$1,820--$1,820
Other Expenses$1,566--$1,566
Other Employee Benefits$1,239--$1,239
Payroll Taxes$632--$632
Fees for Services Legal$30--$30
Total Functional Expenses$115,906$2,398$0$118,304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Security Deposits$948
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Coast real estate manages the day to day operations of the project for a hud approved management fee.

Form 990, Part VI, Section A, Line 8B

The organization is not large enough to have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Emailed to all board members prior to filing.

Form 990, Part VI, Section C, Line 19

Copies are available upon request.

Filing and Contact Details

Filer

Filer Name
Willows at Melvin Place
EIN
26-4580465
Phone
4253745491
Address
PO BOX 2690, EVERETT, WA 98213

Signing Officer

Name
Susan Feigenheimer
Title
Treasurer
Phone
4253745491
Signed
2018-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Cole
Formed
2009
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Mcgoorty Eisenman Inc Ps
Address
10410 - 19TH AVE SE STE 102, EVERETT, WA 98208
Preparer
Josanne Eisenman
Phone
4253853483
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed.

Raw XML AppendixShowing 400 of 454 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.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0539
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0320724
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058942
IRS990ScheduleA/Total509Grp/TotalAmt0320724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059414
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321263
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01427882
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0228091
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01655973
IRS990ScheduleD/EquipmentGrp/BookValueAmt023586
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028936
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052522
IRS990ScheduleD/LandGrp/BookValueAmt0260000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0260000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt071594
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040658
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0112252
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04477
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt079391
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083868
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01787539
IRS990ScheduleD/TotalLiabilityAmt0948
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COAST REAL ESTATE MANAGES THE DAY TO DAY OPERATIONS OF THE PROJECT FOR A HUD APPROVED MANAGEMENT FEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS NOT LARGE ENOUGH TO HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WASHINGTON HOME OF YOUR OWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0912021016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 2569
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVERETT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt026675
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WASHINGTON HOME OF YOUR OWN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02056200
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02056200
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01935932
IRS990/TotalAssetsEOYAmt01879046
IRS990/TotalAssetsGrp/BOYAmt01935932
IRS990/TotalAssetsGrp/EOYAmt01879046
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037821
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02398
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115906
IRS990/TotalFunctionalExpensesGrp/TotalAmt0118304
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0153462
IRS990/TotalLiabilitiesEOYAmt0145798
IRS990/TotalLiabilitiesGrp/BOYAmt0153462
IRS990/TotalLiabilitiesGrp/EOYAmt0145798
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01782470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01733248
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0115906
IRS990/TotalProgramServiceRevenueAmt028446
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028446
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$2.20$0.75$0.12$0.17$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.50$2.20$0.70$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.54$2.19$0.65$0.10$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.58$2.18$0.61$0.09$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.63$2.18$0.55$0.09$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.69$2.18$0.49$0.08$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.11$1.62$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.15$1.67$0.07$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.15$1.73$0.07$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.15$1.78$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.13$1.85$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.13$1.91$0.07$0.15$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.09$2.01$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.56$2.05$0.02