Civic Intelligence

Hw-Confluence Inc

990 • Fiscal year 2023 • EIN 27-2532183

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

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

(406) 532-4663

Siviq Scores

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

Liabilities / Assets

96th percentile

1.27x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

98.62x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-97%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$113,731

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 263.3% of source-year revenue.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.6%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$3,348,194

Down $138,846 (-4.0%) from 2021

Net Assets

Down

-$911,221

Down $82,834 (-10.0%) from 2021

Liabilities

Down

$4,259,415

Down $56,012 (-1.3%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin10th percentile

Revenue

Down

$43,189

Down $1,042 (-2.4%) from 2021

Expenses

Up

$85,257

Up $3,715 (+4.6%) from 2021

Net Income

Down

-$42,068

Down $4,757 (-13%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$3,348,194
Liabilities$4,259,415
Net Assets-$911,221
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$43,189
Expenses$85,257
Net Income-$42,068
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$279,659
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,952,883$2,863,485▼ $89,398
Savings and Temporary Cash Investments$340,266$344,223▲ $3,957
Cash and Non-Interest-Bearing Accounts$119,632$139,321▲ $19,689
Prepaid Expenses and Deferred Charges$2,052$0▼ $2,052
Accounts Receivable$1,062$1,165▲ $103
Total Assets$3,415,895$3,348,194▼ $67,701
Liabilities
Unsecured Notes Loans Payable$2,429,822$2,429,822→ $0
Mortgage Notes Payable Secured by Investment Property$1,459,494$1,391,142▼ $68,352
Accounts Payable and Accrued Expenses$395,731$438,451▲ $42,720
Total Liabilities$4,285,047$4,259,415▼ $25,632
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-869,152$-911,221▼ $42,069
Total Net Assets Fund Balance$-869,152$-911,221▼ $42,069
Total Liabilities and Net Assets / Fund Balance$3,415,895$3,348,194▼ $67,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,470,176$972,403$3,442,579
Land$383,738-$383,738
Equipment$0$55,652$55,652
Leasehold Improvements$9,571$7,319$16,890
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleOtherTotal
Andrea DavisExecutive Director$113,731$113,731
Matt JosephFinance Director$89,808$89,808

Board Members and Trustees

NameTitle
Alice JonesPast President
Beth HayesPresident
Meg HaennVice President
Jessica VizzuttiSecretary
Jason EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$83,165
Investment Income
$260
Other Revenue
$-40,236
Change in Net Assets
$-42,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,257
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$32,875--$32,875
Depreciation Depletion$23,690--$23,690
Occupancy$12,656--$12,656
Insurance$2,637--$2,637
Fees for Services Management$2,027--$2,027
Fees for Services Accounting$1,504--$1,504
Advertising$66--$66
Fees for Services Legal$32--$32
Other Expenses$13--$13
Total Functional Expenses$85,257$0$0$85,257
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
Subject to proxy tax
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, Part VI, Section B, line 11B

“The Finance Committee of Homeword, Inc.'s board of directors reviews the draft Form 990 and 990-T. Afterwards, HW-Confluence, Inc.'s full board reviews the draft Form 990 and 990-T upon recommendation of Homeword, Inc.'s finance committee and approves prior to filing.”

Form 990, Part VI, Section B, line 15

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

Form 990, Part VI, Section C, line 18

“HW-Confluence, Inc.'s 990, 990-T are made available upon request and on Homeword, Inc.'s website: www.homeword.org”

Form 990, Part VI, Section C, line 19

“HW-Confluence, Inc.'s governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
HW-Confluence Inc
EIN
27-2532183
Phone
4065324663
Address
1535 Liberty Lane 116A, Missoula, MT 59808

Signing Officer

Name
Andrea Davis
Title
Executive Director
Phone
4065324663
Signed
2023-11-13
Discuss with paid preparer
Yes

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

Financial Statement Notes

Part X, Line 2:

“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, 2023, HW-Confluence, Inc. did not have any income tax related to unrelated business income.”

Raw XML Appendix392 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0395731
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0438451
IRS990/AccountsReceivableGrp/BOYAmt01062
IRS990/AccountsReceivableGrp/EOYAmt01165
IRS990/ActivitiesConductedPrtshpInd00
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/AdvertisingGrp/ProgramServicesAmt066
IRS990/AdvertisingGrp/TotalAmt066
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Matt Joseph
IRS990/BooksInCareOfDetail/PhoneNum04065324663
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01535 Liberty Lane 116A
IRS990/BooksInCareOfDetail/USAddress/CityNm0Missoula
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0119632
IRS990/CashNonInterestBearingGrp/EOYAmt0139321
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0260
IRS990/CYOtherExpensesAmt085257
IRS990/CYOtherRevenueAmt0-40236
IRS990/CYProgramServiceRevenueAmt083165
IRS990/CYRevenuesLessExpensesAmt0-42068
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt085257
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043189
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023690
IRS990/DepreciationDepletionGrp/TotalAmt023690
IRS990/Desc0Holding property and title to property; to lease property and collect income therefrom; and to turnover the entire amount, less expenses, to Homeword, Inc.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt085257
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01504
IRS990/FeesForServicesAccountingGrp/TotalAmt01504
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt032
IRS990/FeesForServicesLegalGrp/TotalAmt032
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02027
IRS990/FeesForServicesManagementGrp/TotalAmt02027
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
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/PersonNm0Beth Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm1Alice Jones
IRS990/Form990PartVIISectionAGrp/PersonNm2Meg Haenn
IRS990/Form990PartVIISectionAGrp/PersonNm3Jessica Vizzutti
IRS990/Form990PartVIISectionAGrp/PersonNm4Jason Erickson
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrea Davis
IRS990/Form990PartVIISectionAGrp/PersonNm6Matt Joseph
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5113731
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt689808
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Finance Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0279659
IRS990/GrossRentsGrp/RealAmt0196234
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02637
IRS990/InsuranceGrp/TotalAmt02637
IRS990/InterestGrp/ProgramServicesAmt032875
IRS990/InterestGrp/TotalAmt032875
IRS990/InvestmentIncomeGrp/ExclusionAmt0260
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0260
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01035374
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02952883
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02863485
IRS990/LandBldgEquipCostOrOtherBssAmt03898859
IRS990/LegalDomicileStateCd0MT
IRS990/LessRentalExpensesGrp/RealAmt0236470
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01459494
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01391142
IRS990/NetAssetsOrFundBalancesBOYAmt0-869152
IRS990/NetAssetsOrFundBalancesEOYAmt0-911221
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-40236
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-40236
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-869152
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-911221
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt012656
IRS990/OccupancyGrp/TotalAmt012656
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Maintenance
IRS990/OtherExpensesGrp/Desc1Licenses
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Bank fees
IRS990/OtherExpensesGrp/ProgramServicesAmt06876
IRS990/OtherExpensesGrp/ProgramServicesAmt11836
IRS990/OtherExpensesGrp/ProgramServicesAmt21045
IRS990/OtherExpensesGrp/ProgramServicesAmt313
IRS990/OtherExpensesGrp/TotalAmt06876
IRS990/OtherExpensesGrp/TotalAmt11836
IRS990/OtherExpensesGrp/TotalAmt21045
IRS990/OtherExpensesGrp/TotalAmt313
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02052
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Andrea Davis
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0Rents from Homeword In
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt083165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083165
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031
IRS990/PYOtherExpensesAmt084673
IRS990/PYOtherRevenueAmt0-33118
IRS990/PYProgramServiceRevenueAmt076995
IRS990/PYRevenuesLessExpensesAmt0-40765
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt084673
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt043908
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-42068
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0-40236
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0340266
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0344223
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02470176
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0972403
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03442579
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055652
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055652
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0383738
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0383738
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09571
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07319
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, 2023, HW-Confluence, Inc. did not have any income tax related to unrelated business income.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02863485
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Finance Committee of Homeword, Inc.'s board of directors reviews the draft Form 990 and 990-T. Afterwards, HW-Confluence, Inc.'s full board reviews the draft Form 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.'s 990, 990-T are made available upon request and on Homeword, Inc.'s website: www.homeword.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HW-Confluence, Inc.'s governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Homeword Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810522626
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01535 Liberty Lane Suite 116A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Missoula
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059808
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt083165
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Homeword Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03415895
IRS990/TotalAssetsEOYAmt03348194
IRS990/TotalAssetsGrp/BOYAmt03415895
IRS990/TotalAssetsGrp/EOYAmt03348194
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085257
IRS990/TotalFunctionalExpensesGrp/TotalAmt085257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04285047
IRS990/TotalLiabilitiesEOYAmt04259415
IRS990/TotalLiabilitiesGrp/BOYAmt04285047
IRS990/TotalLiabilitiesGrp/EOYAmt04259415
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-869152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-911221
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt085257
IRS990/TotalProgramServiceRevenueAmt083165
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0260
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03415895
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03348194
IRS990/TotReportableCompRltdOrgAmt0203539
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02429822
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02429822
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01535 Liberty Lane 116A
IRS990/USAddress/CityNm0Missoula
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059808
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04065324663
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HW-Confluence Inc
ReturnHeader/Filer/BusinessNameControlTxt0HW-C
ReturnHeader/Filer/EIN0272532183
ReturnHeader/Filer/PhoneNum04065324663
ReturnHeader/Filer/USAddress/AddressLine1Txt01535 Liberty Lane 116A
ReturnHeader/Filer/USAddress/CityNm0Missoula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059808
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Peterson
ReturnHeader/ReturnTs02023-11-13T12:30:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Davis
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,348,194
Liabilities
$4,259,415
Net assets
-$911,221
Revenue
$43,189
Expenses
$85,257
Net income
-$42,068
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
2023Detailed filing. Detailed filing data is available for this year.$3.35$4.26$0.91$0.04$0.09$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)2 • $1M-$5M nonprofits