Civic Intelligence

Harbor Lights Housing

990 • Fiscal year 2017 • EIN 42-1548630

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 02, 2018

One City Center 4th FloorPortland, ME 04101

(207) 879-0347

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.60x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$479,403

Down $13,991 (-2.8%) from 2016

Net Assets

Down

$367,608

Down $13,924 (-3.6%) from 2016

Liabilities

Down

$111,795

Down $67 (-0.1%) from 2016

Revenue

Down

$42,925

Down $7 (-0.0%) from 2016

Expenses

Up

$56,849

Up $8,011 (+16%) from 2016

Net Income

Down

-$13,924

Down $8,018 (-136%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $557,363Liabilities 2010: $670,819Net Assets 2010: -$113,4562010Assets 2011: $552,961Liabilities 2011: $129,280Net Assets 2011: $423,6812011Assets 2012: $546,994Liabilities 2012: $129,504Net Assets 2012: $417,4902012Assets 2013: $536,249Liabilities 2013: $127,276Net Assets 2013: $408,9732013Assets 2014: $516,025Liabilities 2014: $120,027Net Assets 2014: $395,9982014Assets 2015: $505,679Liabilities 2015: $118,241Net Assets 2015: $387,4382015Assets 2016: $493,394Liabilities 2016: $111,862Net Assets 2016: $381,5322016Assets 2017: $479,403Liabilities 2017: $111,795Net Assets 2017: $367,6082017Assets 2018: $462,812Liabilities 2018: $108,005Net Assets 2018: $354,8072018Assets 2019: $457,609Liabilities 2019: $107,825Net Assets 2019: $349,7842019Assets 2020: $444,167Liabilities 2020: $107,453Net Assets 2020: $336,7142020Assets 2021: $438,433Liabilities 2021: $109,261Net Assets 2021: $329,1722021Assets 2022: $432,349Liabilities 2022: $111,087Net Assets 2022: $321,2622022Assets 2023: $419,918Liabilities 2023: $112,537Net Assets 2023: $307,3812023Assets 2024: $415,711Liabilities 2024: $110,290Net Assets 2024: $305,4212024

Highlighted filing

2017

Assets$479,403
Liabilities$111,795
Net Assets$367,608

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $37,435Expenses 2010: $47,384Net Income 2010: -$9,9492010Expenses 2011: $51,8272011Expenses 2012: $52,2372012Expenses 2013: $52,2892013Revenue 2014: $42,883Expenses 2014: $55,858Net Income 2014: -$12,9752014Revenue 2015: $43,292Expenses 2015: $51,852Net Income 2015: -$8,5602015Revenue 2016: $42,932Expenses 2016: $48,838Net Income 2016: -$5,9062016Revenue 2017: $42,925Expenses 2017: $56,849Net Income 2017: -$13,9242017Revenue 2018: $43,230Expenses 2018: $56,031Net Income 2018: -$12,8012018Revenue 2019: $46,024Expenses 2019: $51,047Net Income 2019: -$5,0232019Revenue 2020: $48,923Expenses 2020: $61,993Net Income 2020: -$13,0702020Revenue 2021: $49,877Expenses 2021: $57,419Net Income 2021: -$7,5422021Revenue 2022: $52,878Expenses 2022: $60,788Net Income 2022: -$7,9102022Revenue 2023: $56,275Expenses 2023: $70,156Net Income 2023: -$13,8812023Revenue 2024: $63,122Expenses 2024: $65,082Net Income 2024: -$1,9602024

Highlighted filing

2017

Revenue$42,925
Expenses$56,849
Net Income-$13,924
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 2, 2018
Return Version
2016v3.0
Gross Receipts
$42,925
Mission and Program Overview

Mission

to provide housing to low income, disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$463,425$448,849▼ $14,576
Savings and Temporary Cash Investments$14,475$17,893▲ $3,418
Cash and Non-Interest-Bearing Accounts$14,046$10,418▼ $3,628
Accounts Receivable$287$1,082▲ $795
Total Assets$493,394$479,403▼ $13,991
Other Assets Total$1,161$1,161→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$103,968$103,968→ $0
Accounts Payable and Accrued Expenses$6,733$6,638▼ $95
Other Liabilities$1,161$1,189▲ $28
Total Liabilities$111,862$111,795▼ $67
Net Assets / Fund Balance
Temporarily Rstr Net Assets$550,800$550,800→ $0
Unrestricted Net Assets$-169,268$-183,192▼ $13,924
Total Net Assets Fund Balance$381,532$367,608▼ $13,924
Total Liabilities and Net Assets / Fund Balance$493,394$479,403▼ $13,991

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$368,849$205,141$573,990
Land$80,000-$80,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
aaron shapiropresident
Christine BiyogaDirector
David BirkhahnDirector
Dee ClarkeDirector
Elizabeth BoeppleDirector
Jan MccormickDirector
John RyanDirector
Kendra DanseDirector
Kimberly TwitchellDirector
Luc NyaDirector
Thomas PtacekDirector
gunnar hubbardsecretary
chip newelltreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,527
Program Service Revenue
$15,390
Investment Income
$8
Other Revenue
$0
Change in Net Assets
$-13,924

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,925
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$42,925
Total Revenue per Form 990
$42,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,849
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
Depreciation Depletion$14,576--$14,576
Fees for Services Management$5,211--$5,211
Fees for Services Accounting$4,500--$4,500
Insurance$2,742--$2,742
Other Expenses$2,095--$2,095
All Other Expenses$721--$721
Office Expenses$241--$241
Conferences and Meetings$239--$239
Fees for Services Legal$238--$238
Advertising$10--$10
Total Functional Expenses$56,849$0$0$56,849

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$56,849
Total Expenses per Audited Statements$56,849
Total Expenses per Form 990$56,849
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
tenant security deposits$1,189
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

the 990 is reviewed by jim gwilym and cullen ryan before sent to the board of directors.

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

annual compliance statements signed by each board member.

Form 990, Part VI, Section C, line 19

all organizing and operating documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Harbor Lights Housing
EIN
42-1548630
Phone
2078790347
Address
ONE CITY CENTER 4TH FLOOR, PORTLAND, ME 04101

Signing Officer

Name
jim gwilym
Title
CFO
Phone
2078790347
Signed
2018-08-02

Organization Details

Principal Officer
jim gwilym
Formed
2003
Legal Domicile
Me
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Gioia
Phone
2077801100
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015398
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014475
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0136697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt079657
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0136697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026815
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0136697
IRS990ScheduleA/TotalSupportAmt0136731
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0368849
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0205141
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0573990
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt056849
IRS990ScheduleD/LandGrp/BookValueAmt080000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt080000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0tenant security deposits
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt042925
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0448849
IRS990ScheduleD/TotalExpensesPerForm990Amt056849
IRS990ScheduleD/TotalLiabilityAmt01189
IRS990ScheduleD/TotalRevenuePerForm990Amt042925
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt042925
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt056849
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the 990 is reviewed by jim gwilym and cullen ryan before sent to the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1annual compliance statements signed by each board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2all organizing and operating documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0912185038
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0affordable housing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0chom development corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE CITY CENTER 4TH FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0portland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd004101
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd70
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd80
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0562333032
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1200791316
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2203803395
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3263687354
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN4273737909
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN5263687575
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN6272308565
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN7463553104
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN8474447105
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd70
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd80
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd4ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd5ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd6ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd7ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd8ME
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0related
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1related
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt2related

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$1.10$3.05$0.63$0.65$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$1.13$3.07$0.56$0.70$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$1.11$3.21$0.53$0.61$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$1.09$3.29$0.50$0.57$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$1.07$3.37$0.49$0.62$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$1.08$3.50$0.46$0.51$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$1.08$3.55$0.43$0.56$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.79$1.12$3.68$0.43$0.57$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$1.12$3.82$0.43$0.49$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.06$1.18$3.87$0.43$0.52$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.16$1.20$3.96$0.43$0.56$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$1.27$4.09$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$1.30$4.17$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$1.29$4.24$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$6.71$1.13$0.37$0.47$0.10