Civic Intelligence

Hw-Confluence Inc

990 • Fiscal year 2021 • EIN 27-2532183

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileN/A
1535 Liberty Lane STE 116AMissoula, MT 59808

(406) 532-4663

Siviq Scores

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

Liabilities / Assets

95th percentile

1.24x

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

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

97.57x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-84%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$87,290

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 197.4% of source-year revenue.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

3.4%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,487,040

Down $53,207 (-1.5%) from 2020

Net Assets

Down

-$828,387

Down $37,311 (-4.7%) from 2020

Liabilities

Down

$4,315,427

Down $15,896 (-0.4%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin10th percentile

Revenue

Up

$44,231

Up $1,450 (+3.4%) from 2020

Expenses

Down

$81,542

Down $259 (-0.3%) from 2020

Net Income

Up

-$37,311

Up $1,709 (+4.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $4,729,633Liabilities 2012: $4,696,196Net Assets 2012: $33,4372012Assets 2013: $4,064,231Liabilities 2013: $4,207,907Net Assets 2013: -$143,6762013Assets 2015: $3,754,436Liabilities 2015: $4,111,446Net Assets 2015: -$357,0102015Assets 2016: $3,687,410Liabilities 2016: $4,112,918Net Assets 2016: -$425,5082016Assets 2018: $3,699,846Liabilities 2018: $4,370,042Net Assets 2018: -$670,1962018Assets 2019: $3,611,681Liabilities 2019: $4,344,637Net Assets 2019: -$732,9562019Assets 2020: $3,540,247Liabilities 2020: $4,331,323Net Assets 2020: -$791,0762020Assets 2021: $3,487,040Liabilities 2021: $4,315,427Net Assets 2021: -$828,3872021Assets 2023: $3,348,194Liabilities 2023: $4,259,415Net Assets 2023: -$911,2212023Assets 2025: $3,299,862Liabilities 2025: $4,239,410Net Assets 2025: -$939,5482025

Highlighted filing

2021

Assets$3,487,040
Liabilities$4,315,427
Net Assets-$828,387
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$0-$100K-$200KExpenses 2012: $4,0132012Expenses 2013: $68,8992013Revenue 2015: -$21,403Expenses 2015: $75,601Net Income 2015: -$97,0042015Revenue 2016: $6,744Expenses 2016: $75,242Net Income 2016: -$68,4982016Revenue 2018: -$25,134Expenses 2018: $88,094Net Income 2018: -$113,2282018Revenue 2019: $22,884Expenses 2019: $85,644Net Income 2019: -$62,7602019Revenue 2020: $42,781Expenses 2020: $81,801Net Income 2020: -$39,0202020Revenue 2021: $44,231Expenses 2021: $81,542Net Income 2021: -$37,3112021Revenue 2023: $43,189Expenses 2023: $85,257Net Income 2023: -$42,0682023Revenue 2025: $85,540Expenses 2025: $90,982Net Income 2025: -$5,4422025

Highlighted filing

2021

Revenue$44,231
Expenses$81,542
Net Income-$37,311
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.1
Gross Receipts
$270,391
Mission and Program Overview

Mission

To support Homeword, Inc., a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.

To support Homeword, Inc. a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,131,677$3,042,280▼ $89,397
Savings and Temporary Cash Investments$340,207$340,234▲ $27
Cash and Non-Interest-Bearing Accounts$65,354$101,744▲ $36,390
Prepaid Expenses and Deferred Charges$2,077$2,014▼ $63
Accounts Receivable$932$768▼ $164
Total Assets$3,540,247$3,487,040▼ $53,207
Liabilities
Unsecured Notes Loans Payable$2,429,822$2,429,822→ $0
Mortgage Notes Payable Secured by Investment Property$1,587,541$1,525,026▼ $62,515
Accounts Payable and Accrued Expenses$313,960$360,579▲ $46,619
Total Liabilities$4,331,323$4,315,427▼ $15,896
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-791,076$-828,387▼ $37,311
Total Net Assets Fund Balance$-791,076$-828,387▼ $37,311
Total Liabilities and Net Assets / Fund Balance$3,540,247$3,487,040▼ $53,207

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,646,719$795,860$3,442,579
Land$383,738-$383,738
Equipment-$55,652$55,652
Leasehold Improvements$11,823$5,067$16,890
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleOtherTotal
Andrea DavisExecutive Director$87,290$87,290
Matt JosephFinance Director$71,490$71,490

Board Members and Trustees

NameTitle
Sara NelsonPast President
Alice JonesPresident
Meg HaennVice President
Beth HayesSecretary
Jason EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,859
Investment Income
$28
Other Revenue
$-31,656
Change in Net Assets
$-37,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$35,182--$35,182
Depreciation Depletion$23,690--$23,690
Occupancy$8,914--$8,914
Insurance$2,433--$2,433
Fees for Services Management$2,027--$2,027
Fees for Services Accounting$1,140--$1,140
Other Expenses$629--$629
Fees for Services Legal$33--$33
Total Functional Expenses$81,542$0$0$81,542
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The finance committee of Homeword, Inc.s board of directors reviews the draft 990 and 990-T. Afterwards, HW-Confluence, Inc.s full board reviews the draft 990 and 990-T upon recommendation of Homeword, Inc.s finance committee and approves prior to filing.”

CEO executive director top management comp Part VI line 15A

“HW-Confluence, Inc. does not have any paid officers or key employees.”

Other officer or key employee compensation Part VI line 15B

“HW-Confluence, Inc. does not have any paid officers or key employees.”

Governing documents etc available to public Part VI line 19

“HW-Confluence, Inc.s governing documents, conflict of interest policy, and financial statements are available upon request. HW-Confluence, Inc.s Form 990 is available upon request and on Homeword, Inc.s website: www.homeword.org”

Filing and Contact Details

Filer

Filer Name
HW-Confluence Inc
EIN
27-2532183
Address
1535 Liberty Lane STE 116A, Missoula, MT 59808

Signing Officer

Name
Matt Joseph
Title
Finance Directo
Phone
4065324663
Signed
2022-05-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Andrea Davis
Formed
2010
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Peterson CPA Group PC
Address
PO Box 5667, Missoula, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

“FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATIONS MISSION:HW-Confluence, Inc. shall receive funding for projects, authorize and make expenditures for the same and hold title to real and personal property associated with the mission of Homeword, Inc.”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The organization is exempt from income tax under provisions of Section 501(c)(2) of the Internal Revenue Code. HW-Confluence, Inc. maintains its tax-exempt status as long as it distributes all of its net income to Homeword, Inc. Unrelated business income from debt-financed rental property is allowed, but other sources of unrelated business income are limited to no more than 10% of HW-Confluence, Inc.s gross income. For the year ended June 30, 2021, HW-Confluence, Inc. did not have any income tax related to unrelated business income.”

Raw XML Appendix384 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0313960
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0360579
IRS990/AccountsReceivableGrp/BOYAmt0932
IRS990/AccountsReceivableGrp/EOYAmt0768
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To support Homeword, Inc. a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Matt Joseph
IRS990/BooksInCareOfDetail/PhoneNum04065324663
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01535 Liberty Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Missoula
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt065354
IRS990/CashNonInterestBearingGrp/EOYAmt0101744
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt028
IRS990/CYOtherExpensesAmt081542
IRS990/CYOtherRevenueAmt0-31656
IRS990/CYProgramServiceRevenueAmt075859
IRS990/CYRevenuesLessExpensesAmt0-37311
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt081542
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044231
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023690
IRS990/DepreciationDepletionGrp/TotalAmt023690
IRS990/Desc0To hold property and title to property; to lease property and collect income therefrom; and to turn over the entire amount, less expenses, to Homeword, Inc.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt081542
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01140
IRS990/FeesForServicesAccountingGrp/TotalAmt01140
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt033
IRS990/FeesForServicesLegalGrp/TotalAmt033
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02027
IRS990/FeesForServicesManagementGrp/TotalAmt02027
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Andrea Davis
IRS990/Form990PartVIISectionAGrp/PersonNm1Matt Joseph
IRS990/Form990PartVIISectionAGrp/PersonNm2Beth Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm3Sara Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm4Meg Haenn
IRS990/Form990PartVIISectionAGrp/PersonNm5Alice Jones
IRS990/Form990PartVIISectionAGrp/PersonNm6Jason Erickson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt087290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt171490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0270391
IRS990/GrossRentsGrp/RealAmt0194504
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02433
IRS990/InsuranceGrp/TotalAmt02433
IRS990/InterestGrp/ProgramServicesAmt035182
IRS990/InterestGrp/TotalAmt035182
IRS990/InvestmentIncomeGrp/ExclusionAmt028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0856579
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03131677
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03042280
IRS990/LandBldgEquipCostOrOtherBssAmt03898859
IRS990/LegalDomicileStateCd0MT
IRS990/LessRentalExpensesGrp/RealAmt0226160
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support Homeword, Inc. a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01587541
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01525026
IRS990/NetAssetsOrFundBalancesBOYAmt0-791076
IRS990/NetAssetsOrFundBalancesEOYAmt0-828387
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-31656
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-31656
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-791076
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-828387
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt08914
IRS990/OccupancyGrp/TotalAmt08914
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Maintenance
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Licenses
IRS990/OtherExpensesGrp/Desc3Other expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt06857
IRS990/OtherExpensesGrp/ProgramServicesAmt1559
IRS990/OtherExpensesGrp/ProgramServicesAmt278
IRS990/OtherExpensesGrp/ProgramServicesAmt3629
IRS990/OtherExpensesGrp/TotalAmt06857
IRS990/OtherExpensesGrp/TotalAmt1559
IRS990/OtherExpensesGrp/TotalAmt278
IRS990/OtherExpensesGrp/TotalAmt3629
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02077
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02014
IRS990/PrincipalOfficerNm0Andrea Davis
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0Rents from Homeword Inc
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075859
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt072
IRS990/PYOtherExpensesAmt081801
IRS990/PYOtherRevenueAmt0-32887
IRS990/PYProgramServiceRevenueAmt075596
IRS990/PYRevenuesLessExpensesAmt0-39020
IRS990/PYTotalExpensesAmt081801
IRS990/PYTotalRevenueAmt042781
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-37311
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt0-31656
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt075859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0340207
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0340234
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02646719
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0795860
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03442579
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055652
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055652
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0383738
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0383738
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011823
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05067
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016890
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization is exempt from income tax under provisions of Section 501(c)(2) of the Internal Revenue Code. HW-Confluence, Inc. maintains its tax-exempt status as long as it distributes all of its net income to Homeword, Inc. Unrelated business income from debt-financed rental property is allowed, but other sources of unrelated business income are limited to no more than 10% of HW-Confluence, Inc.s gross income. For the year ended June 30, 2021, HW-Confluence, Inc. did not have any income tax related to unrelated business income.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03042280
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The finance committee of Homeword, Inc.s board of directors reviews the draft 990 and 990-T. Afterwards, HW-Confluence, Inc.s full board reviews the draft 990 and 990-T upon recommendation of Homeword, Inc.s finance committee and approves prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HW-Confluence, Inc. does not have any paid officers or key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HW-Confluence, Inc. does not have any paid officers or key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HW-Confluence, Inc.s governing documents, conflict of interest policy, and financial statements are available upon request. HW-Confluence, Inc.s Form 990 is available upon request and on Homeword, Inc.s website: www.homeword.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATIONS MISSION:HW-Confluence, Inc. shall receive funding for projects, authorize and make expenditures for the same and hold title to real and personal property associated with the mission of Homeword, Inc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Homeword Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810522626
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01535 Liberty Lane Suite 116A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Missoula
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059808
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt075859
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CashContract
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Homeword Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0j
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03540247
IRS990/TotalAssetsEOYAmt03487040
IRS990/TotalAssetsGrp/BOYAmt03540247
IRS990/TotalAssetsGrp/EOYAmt03487040
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081542
IRS990/TotalFunctionalExpensesGrp/TotalAmt081542
IRS990/TotalGrossUBIAmt0-31656
IRS990/TotalLiabilitiesBOYAmt04331323
IRS990/TotalLiabilitiesEOYAmt04315427
IRS990/TotalLiabilitiesGrp/BOYAmt04331323
IRS990/TotalLiabilitiesGrp/EOYAmt04315427
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-791076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-828387
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081542
IRS990/TotalProgramServiceRevenueAmt075859
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044231
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-31656
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03540247
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03487040
IRS990/TotReportableCompRltdOrgAmt0158780
IRS990/TransactionWithControlEntInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02429822
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02429822
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Joseph
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Directo
ReturnHeader/BusinessOfficerGrp/PhoneNum04065324663
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HW-Confluence Inc
ReturnHeader/Filer/BusinessNameControlTxt0HW-C
ReturnHeader/Filer/EIN0272532183
ReturnHeader/Filer/USAddress/AddressLine1Txt01535 Liberty Lane STE 116A
ReturnHeader/Filer/USAddress/CityNm0Missoula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822385704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson CPA Group PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059806
ReturnHeader/PreparerPersonGrp/PhoneNum04069261800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Peterson
ReturnHeader/ReturnTs02022-05-10T13:03:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matt
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Joseph
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,487,040
Liabilities
$4,315,427
Net assets
-$828,387
Revenue
$44,231
Expenses
$81,542
Net income
-$37,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$4.24$0.94$0.09$0.09$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$4.26$0.91$0.04$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.49$4.32$0.83$0.04$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$4.33$0.79$0.04$0.08$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$4.34$0.73$0.02$0.09$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$4.37$0.67$0.03$0.09$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.69$4.11$0.43$0.01$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.75$4.11$0.36$0.02$0.08$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$4.21$0.14$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$4.70$0.03$0.00