Civic Intelligence

Assisi Homes - Howard Woods Inc

990 • Fiscal year 2014 • EIN 39-1776611

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 09, 2015

Organization ProfileN/A
2 East Mifflin StreetSuite 801Madison, WI 53703

(608) 663-6390

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

136%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,076,768 (-100%) from 2013

Net Assets

Down

$0

Down $133,185 (-100%) from 2013

Liabilities

Down

$0

Down $943,583 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$749,205

Up $431,885 (+136%) from 2013

Expenses

Down

$108,957

Down $185,610 (-63%) from 2013

Net Income

Up

$640,248

Up $617,495 (+2714%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,156,946Liabilities 2010: $1,055,279Net Assets 2010: $101,6672010Assets 2011: $1,124,982Liabilities 2011: $1,012,606Net Assets 2011: $112,3762011Assets 2012: $1,085,555Liabilities 2012: $975,123Net Assets 2012: $110,4322012Assets 2013: $1,076,768Liabilities 2013: $943,583Net Assets 2013: $133,1852013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $291,7812010Expenses 2011: $302,3772011Revenue 2012: $297,785Expenses 2012: $299,729Net Income 2012: -$1,9442012Revenue 2013: $317,320Expenses 2013: $294,567Net Income 2013: $22,7532013Revenue 2014: $749,205Expenses 2014: $108,957Net Income 2014: $640,2482014

Highlighted filing

2014

Revenue$749,205
Expenses$108,957
Net Income$640,248
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 9, 2015
Return Version
2014v5.0
Gross Receipts
$1,660,106
Mission and Program Overview

Mission

The organization was formed to provide housing and related services for very low, low and moderate income persons in portage, wisconsin.

The provision of housing for very low,low and moderate income persons in portage, wisconsin. There are 40 units.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$921,257$0▼ $921,257
Cash and Non-Interest-Bearing Accounts$63,382$0▼ $63,382
Prepaid Expenses and Deferred Charges$8,050$0▼ $8,050
Accounts Receivable$2,593$0▼ $2,593
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,076,768$0▼ $1,076,768
Other Assets Total$81,486$0▼ $81,486
Liabilities
Mortgage Notes Payable Secured by Investment Property$879,398$0▼ $879,398
Accounts Payable and Accrued Expenses$55,763$0▼ $55,763
Other Liabilities$8,422$0▼ $8,422
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$943,583$0▼ $943,583
Net Assets / Fund Balance
Unrestricted Net Assets$133,185$0▼ $133,185
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$133,185$0▼ $133,185
Total Liabilities and Net Assets / Fund Balance$1,076,768$0▼ $1,076,768
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
John Petersen IiiPresident$114,000$114,000
James J HoltTreasurer$8,250$8,250
Dave StrelitzDirector$4,000$4,000
James CarterDirector$4,000$4,000
Ann WenzelDirector$3,500$3,500
David KrugerDirector$3,500$3,500
Erbert JohnsonDirector$3,500$3,500
Richard a HansenDirector$3,250$3,250
Paul SentySecretary$1,250$1,250

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$67,197
Program Service Revenue
$29,862
Investment Income
$652,146
Other Revenue
$0
Change in Net Assets
$640,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,957
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
Occupancy$50,563--$50,563
Depreciation Depletion$17,033--$17,033
Fees for Services Accounting$6,320--$6,320
Fees for Services Management-$6,118-$6,118
Other Expenses$1,667--$1,667
Insurance$1,557--$1,557
Office Expenses$1,231--$1,231
Fees for Services Legal$317--$317
Advertising$195--$195
Conferences and Meetings$19--$19
Total Functional Expenses$102,839$6,118$0$108,957
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“DELEGATE CONTROL OVER MANAGeMENT DUTIES: ASSISI HOMES - HOWARD WOODS, INC. EXECUTED A PROPERTY MANAGEMENT AGREEMENT FOR PROPERTY MANAGeMENT SERVICES TO BE PERFORMED BY MERIDIAN GROUP, INC.”

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

“Form 990 review process: the board president reviews and signs the form 990. The audit firm, which is chosen by the organization's board of directors, prepares the form 990. The accounting staff of astar capital management, inc., which provides asset management services for the organization, reviews the draft form 990 and provides information to the audit firm.”

Form 990, Part VI, Section B, Line 12C

“GOVERNANCE POLICIES: The President of the Board is directly involved with proposed or ongoing transactions and monitors any potential conflicts of interest. Additionally, board members that are also on the WHPC Board complete an annual Conflict of Interest Disclosure Form to identify any conflicts of interest with WHPC. Any board members with a conflict of interest in a proposed transaction must abstain from voting on the transaction.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements available to the public: the organization's financial statements and other documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Assisi Homes - Howard Woods Inc
EIN
39-1776611
In Care Of
% DANIEL J O'CONNELL
Phone
6086636390
Address
2 EAST MIFFLIN STREET, Suite 801, MADISON, WI 53703

Signing Officer

Name
John Petersen Iii
Title
President
Phone
6086636390
Signed
2015-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Petersen Iii
Formed
1993
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Sva Certified Public Accountants
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6086636390
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Other changes in net assets or fund balances: transfer of funds - $773,433”

Form 990, Part III, Line 3

“CEASE OPERATIONS OR SIGnifiCANT CHANGES TO ORGANIZATION'S PROGRAM SERviCE ACTIVITY: THE SINGLE ASSET OWNED BY THE ORGANIZATION (THE PROJECT) WAS SOLD TO WHPC-SOUTHERN BOND POOL I, LLC IN APRIL 2014.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt02832
IRS990/OtherExpensesGrp/ProgramServicesAmt121105
IRS990/OtherExpensesGrp/ProgramServicesAmt21667
IRS990/OtherExpensesGrp/TotalAmt02832
IRS990/OtherExpensesGrp/TotalAmt121105
IRS990/OtherExpensesGrp/TotalAmt21667
IRS990/OtherLiabilitiesGrp/BOYAmt08422
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0true
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOHN PETERSEN III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2DAMAGES AND CLEANING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2862
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2862
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228872
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0294567
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt088423
IRS990/PYRevenuesLessExpensesAmt022753
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0294567
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0317320
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0640248
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt029862
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0228872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0227023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0232289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0220165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0975546
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029862
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0357874
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0221
IRS990ScheduleA/InvestmentIncomeCYPct00.00017
IRS990ScheduleA/InvestmentIncomePYPct00.00031
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99983
IRS990ScheduleA/PublicSupportPY509Pct00.99969
IRS990ScheduleA/PublicSupportTotal509Amt01333420
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0317295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0297742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0313048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0308276
IRS990ScheduleA/Total509Grp/TotalAmt01333420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0317320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0297785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0313086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0308344
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01333641
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0REAL ESTATE PROPERTY
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02014-04-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0800954491

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$749,205
Expenses
$108,957
Net income
$640,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.75$0.11$0.64
2013Summary only. Only limited summary data is available for this year.$1.08$0.94$0.13$0.32$0.29$0.02
2012Summary only. Only limited summary data is available for this year.$1.09$0.98$0.11$0.30$0.30$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.01$0.11$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.06$0.10$0.29