Civic Intelligence

Monroe County Habitat for Humanity Inc

EIN 39-1918037 • 501(c)3 • Sparta, WI

Profile

To provide descent affordable housing for those who cannot afford or are eligible for a conventional loan from a financial institution.

612 N Water Street / PO Box 129Sparta, WI 54656

hfh-wi-monroe.huterra.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

-1.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-6.2%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$408,042

Down $4,850 (-1.2%) from 2017

Liabilities

Down

$8,261

Down $14,232 (-63%) from 2017

Net Assets

Up

$399,781

Up $9,382 (+2.4%) from 2017

Revenue

Down

$16,331

Down $1,071 (-6.2%) from 2017

Expenses

Down

$6,949

Down $3,090 (-31%) from 2017

Net Income

Up

$9,382

Up $2,019 (+27%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $327,256Liabilities 2010: $12,860Net Assets 2010: $314,3962010Assets 2011: $317,511Liabilities 2011: $12,9452011Assets 2012: $334,569Liabilities 2012: $15,0522012Assets 2013: $345,136Liabilities 2013: $17,4842013Assets 2014: $337,572Liabilities 2014: $18,6512014Assets 2015: $382,532Liabilities 2015: $36,240Net Assets 2015: $346,2922015Assets 2016: $413,895Liabilities 2016: $30,859Net Assets 2016: $383,0362016Assets 2017: $412,892Liabilities 2017: $22,493Net Assets 2017: $390,3992017Assets 2018: $408,042Liabilities 2018: $8,261Net Assets 2018: $399,7812018

Highlighted filing

2018

Assets$408,042
Liabilities$8,261
Net Assets$399,781

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $110,970Expenses 2010: $121,528Net Income 2010: -$10,5582010Revenue 2011: $105,100Expenses 2011: $114,930Net Income 2011: -$9,8302011Revenue 2012: $18,188Expenses 2012: $3,237Net Income 2012: $14,9512012Revenue 2013: $12,465Expenses 2013: $4,330Net Income 2013: $8,1352013Revenue 2014: $13,727Expenses 2014: $22,458Net Income 2014: -$8,7312014Revenue 2015: $12,302Expenses 2015: $17,046Net Income 2015: -$4,7442015Revenue 2016: $52,080Expenses 2016: $15,336Net Income 2016: $36,7442016Revenue 2017: $17,402Expenses 2017: $10,039Net Income 2017: $7,3632017Revenue 2018: $16,331Expenses 2018: $6,949Net Income 2018: $9,3822018

Highlighted filing

2018

Revenue$16,331
Expenses$6,949
Net Income$9,382

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$16,331
Mission and Program Overview

Mission

To provide descent affordable housing for those who cannot afford or are eligible for a conventional loan from a financial institution.

Program Services

DescriptionGrantsExpenses
ORGANIZATION SUPPORTS PROJECTS TO PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA JENSENCo-President-$0--
JULIE JENSENCo-President-$0--
PHILIP VANDERBLOEMENVice-President-$0--
DEAN BAUMGARTENTreasurer-$0--
KATHLEEN SUMRALLMember-$0--
LES STANLEYMember-$0--
Filing and Contact Details

Filer

Filer Name
Monroe County Habitat for Humanity
EIN
39-1918037
Phone
6084871176
Address
612 N WATER STREET / PO BOX 129, SPARTA, WI 54656

Signing Officer

Name
Dean Baumgarten
Title
Treasurer
Phone
6084871176
Signed
2018-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET, TOMAH, WI 54660
Preparer
Terrie Gaarder CPA
Phone
6083722177
Supplemental Narrative

Additional Explanations

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

Description: interest income . Amount: 103. Description: miscellaneous . Amount: 922. Total to form 990-ez, line 8: 1,025.

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

Description: website . Amount: 220. Description: licenses and permits . Amount: 53. Description: miscellaneous . Amount: 1,600. Description: depreciation . Amount: 52. Description: liability insurance . Amount: 2,332. Total to form 990-ez, line 16: 4,257.

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

Description: mortgage receivable . Beg. Of year amount: 352,817. End of year amount: 336,437. Description: other depreciable assets. Beg. Of year amount: 130. End of year amount: 78.

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

Description: homeowner''s escrow accounts . Beg. Of year amount: 22,493. End of year amount: 8,261.

Raw XML Appendix178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEAN BAUMGARTEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherRevenueTotalAmt01025
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DESCENT AFFORDABLE HOUSING FOR THOSE WHO CANNOT AFFORD OR ARE ELIGIBLE FOR A CONVENTIONAL LOAN FROM A FINANCIAL INSTITUTION.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME . AMOUNT: 103. DESCRIPTION: MISCELLANEOUS . AMOUNT: 922. TOTAL TO FORM 990-EZ, LINE 8: 1,025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: WEBSITE . AMOUNT: 220. DESCRIPTION: LICENSES AND PERMITS . AMOUNT: 53. DESCRIPTION: MISCELLANEOUS . AMOUNT: 1,600. DESCRIPTION: DEPRECIATION . AMOUNT: 52. DESCRIPTION: LIABILITY INSURANCE . AMOUNT: 2,332. TOTAL TO FORM 990-EZ, LINE 16: 4,257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MORTGAGE RECEIVABLE . BEG. OF YEAR AMOUNT: 352,817. END OF YEAR AMOUNT: 336,437. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 130. END OF YEAR AMOUNT: 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: HOMEOWNER''S ESCROW ACCOUNTS . BEG. OF YEAR AMOUNT: 22,493. END OF YEAR AMOUNT: 8,261.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN BAUMGARTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084871176
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE COUNTY HABITAT FOR HUMANITY
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0391918037
ReturnHeader/Filer/PhoneNum06084871176
ReturnHeader/Filer/USAddress/AddressLine1Txt0612 N WATER STREET / PO BOX 129
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ReturnHeader/FilingSecurityInformation/IPTm012:09:01
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 JULIE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMAH
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ReturnHeader/PreparerPersonGrp/PhoneNum06083722177
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRIE GAARDER CPA
ReturnHeader/ReturnTs02018-07-16T11:11:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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