Civic Intelligence

Equity Sharing Partners Nfp

990EZ • Fiscal year 2014 • EIN 27-3978015

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 30, 2015

98 E Chicago Avenue60559

(630) 776-2837

Siviq Scores

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

Liabilities / Assets

94th percentile

1.06x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

6.23x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-244%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$36,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 89.2% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$237,775

Down $163,610 (-41%) from 2013

Net Assets

Down

-$13,613

Down $98,521 (-116%) from 2013

Liabilities

Down

$251,388

Down $65,089 (-21%) from 2013

Revenue

$40,368

No earlier filing loaded for comparison.

Expenses

Up

$138,889

Up $33,915 (+32%) from 2013

Net Income

-$98,521

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2013: $401,385Liabilities 2013: $316,477Net Assets 2013: $84,9082013Assets 2014: $237,775Liabilities 2014: $251,388Net Assets 2014: -$13,6132014

Highlighted filing

2014

Assets$237,775
Liabilities$251,388
Net Assets-$13,613

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $104,9742013Revenue 2014: $40,368Expenses 2014: $138,889Net Income 2014: -$98,5212014

Highlighted filing

2014

Revenue$40,368
Expenses$138,889
Net Income-$98,521
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 30, 2015
Return Version
2013v4.0
Gross Receipts
$40,368
Mission and Program Overview

Mission

To help stabilize neighborhoods by providing affordable homeownership opportunities to individuals/families of moderate income. To improve the housing stock in dupage county.

Program Services

DescriptionGrantsExpenses
FORECLOSURE PREVENTION PROGRAM (FPP) - DOWN PAYMENT ASSISTANCE, VACANT HOUSING REHAB, AND FORECLOSURE PREVENTION WITH A MAIN FOCUS ON NEIGHBORHOOD STABILIZATION.$0$69,307
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACHARY ERICKSONExecutive DirectorPT$36,000-$36,000
JOYCE HOTHANChief Development OfficerPT$20,000-$20,000
ROBERT WAHLGRENChairman Of The Board-$0--
MARIA SANCHEZSecretary/Treasurer-$0--
PETER CONNOLLYDirector-$0--
RIK ALEXDirector-$0--
SUE WARDDirector-$0--
Filing and Contact Details

Filer

EIN
27-3978015
Phone
6307762837

Signing Officer

Name
Robert E Wahlgren
Title
Executive Director
Phone
6307762837
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Karen Olson
Phone
6306654440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 46.

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

Description: insurance. Amount: 10,972. Description: travel and meetings. Amount: 498. Description: website. Amount: 2,080. Description: fees and licenses. Amount: 507. Description: closing costs. Amount: 13,930. Description: supplies. Amount: 232. Description: real estate taxes. Amount: 47. Description: other costs. Amount: 1,024. Total to form 990-ez, line 16: 29,290.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 35,018. End of year amount: 2,432. Description: prepaid expenses. Beg. Of year amount: 4,251. End of year amount: 0. Description: inventory. Beg. Of year amount: 309,290. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to dhac. Beg. Of year amount: 205. End of year amount: 205. Description: payroll liabilities. Beg. Of year amount: 4,537. End of year amount: 1,183. Description: amicus foundation loan. Beg. Of year amount: 298,000. End of year amount: 250,000. Description: accounts payable. Beg. Of year amount: 2,580. End of year amount: 0. Description: accrued real estate taxes. Beg. Of year amount: 11,155. End of year amount: 0.

Raw XML Appendix175 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROBERT E WAHLGREN
IRS990EZ/BooksInCareOfDetail/PhoneNum06307762837
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1098 E CHICAGO AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0WESTMONT
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode060559
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0235343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-98521
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0237775
IRS990EZ/GrossReceiptsAmt040368
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-13613
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-13613
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt036000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZACHARY ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE HOTHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT WAHLGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIA SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RIK ALEX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUE WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF DEVELOPMENT OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0348559
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02432
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029290
IRS990EZ/OtherRevenueTotalAmt046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP STABILIZE NEIGHBORHOODS BY PROVIDING AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES TO INDIVIDUALS/FAMILIES OF MODERATE INCOME. TO IMPROVE THE HOUSING STOCK IN DUPAGE COUNTY.
IRS990EZ/PrintingPublicationsPostageAmt0196
IRS990EZ/ProgramServiceRevenueAmt033722
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORECLOSURE PREVENTION PROGRAM (FPP) - DOWN PAYMENT ASSISTANCE, VACANT HOUSING REHAB, AND FORECLOSURE PREVENTION WITH A MAIN FOCUS ON NEIGHBORHOOD STABILIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069307
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt060663
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0316477
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0251388
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0138889
IRS990EZ/TotalProgramServiceExpensesAmt069307
IRS990EZ/TotalRevenueAmt040368
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EQUITYSHARINGPARTNERSNFP.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0280602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt071626
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt024452
IRS990ScheduleA/SubstantialContributorsTotAmt0256150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0280602
IRS990ScheduleA/TotalSupportAmt0280648
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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 10,972. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 498. DESCRIPTION: WEBSITE. AMOUNT: 2,080. DESCRIPTION: FEES AND LICENSES. AMOUNT: 507. DESCRIPTION: CLOSING COSTS. AMOUNT: 13,930. DESCRIPTION: SUPPLIES. AMOUNT: 232. DESCRIPTION: REAL ESTATE TAXES. AMOUNT: 47. DESCRIPTION: OTHER COSTS. AMOUNT: 1,024. TOTAL TO FORM 990-EZ, LINE 16: 29,290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 35,018. END OF YEAR AMOUNT: 2,432. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,251. END OF YEAR AMOUNT: 0. DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 309,290. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE TO DHAC. BEG. OF YEAR AMOUNT: 205. END OF YEAR AMOUNT: 205. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 4,537. END OF YEAR AMOUNT: 1,183. DESCRIPTION: AMICUS FOUNDATION LOAN. BEG. OF YEAR AMOUNT: 298,000. END OF YEAR AMOUNT: 250,000. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,580. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCRUED REAL ESTATE TAXES. BEG. OF YEAR AMOUNT: 11,155. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E WAHLGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06307762837
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10EQUITY SHARING PARTNERS NFP
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0273978015
ReturnHeader/Filer/PhoneNum06307762837
ReturnHeader/Filer/USAddress/AddressLine1098 E CHICAGO AVENUE
ReturnHeader/Filer/USAddress/City0WESTMONT
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362886485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUGAN & LOPATKA CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10104 E ROOSEVELT ROAD SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0601875267
ReturnHeader/PreparerPersonGrp/PhoneNum06306654440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN OLSON
ReturnHeader/ReturnTs02015-05-04T12:09:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits