Civic Intelligence

New Roots Housing

990EZ • Fiscal year 2015 • EIN 45-5147652

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

Organization ProfileN/A
1250 Queen Ave SEAlbany, OR 97322

(541) 926-4497

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

23.81x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-452%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$105,328

Up $2,122 (+2.1%) from 2014

Net Assets

$102,709

No earlier filing loaded for comparison.

Liabilities

Up

$2,619

Up $2,619 from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$110

Down $94 (-46%) from 2014

Expenses

Down

$607

Down $5,417 (-90%) from 2014

Net Income

Up

-$497

Up $5,323 (+91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2013: $109,026Liabilities 2013: $02013Assets 2014: $103,206Liabilities 2014: $02014Assets 2015: $105,328Liabilities 2015: $2,619Net Assets 2015: $102,7092015Assets 2016: $19,470Liabilities 2016: $0Net Assets 2016: $19,4702016

Highlighted filing

2015

Assets$105,328
Liabilities$2,619
Net Assets$102,709
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100KRevenue 2013: $118,823Expenses 2013: $6,142Net Income 2013: $112,6812013Revenue 2014: $204Expenses 2014: $6,024Net Income 2014: -$5,8202014Revenue 2015: $110Expenses 2015: $607Net Income 2015: -$4972015Revenue 2016: $14Expenses 2016: $83,253Net Income 2016: -$83,2392016

Highlighted filing

2015

Revenue$110
Expenses$607
Net Income-$497
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Gross Receipts
$110
Mission and Program Overview

Mission

To provide affordable housing for people with low income.

Program Services

DescriptionGrantsExpenses
STARTED FEASIBILITY STUDY FOR A HOUSING DEVELOPMENT PROJECT IN LEBANON, OREGON. EXPENSES PAID ARE ALL CAPITALIZED AS CONSTRUCTION IN PROGRESS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA HOLTExecutive Director-$0--
MARTHA LYONTreasurer-$0--
STEVE MICHAELSChair-$0--
Filing and Contact Details

Filer

Filer Name
New Roots Housing
EIN
45-5147652
Phone
5419264497
Address
1250 QUEEN AVE SE, ALBANY, OR 97322

Signing Officer

Name
Donna Holt
Title
Executive Director
Phone
5419264497
Signed
2016-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
Ryan T Pasquarella CPA
Phone
5035817788
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 110.”

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

“Description: bank fees. Amount: 10. Description: board expenses. Amount: 71. Description: memberships and dues. Amount: 50. Description: taxes. Amount: 263. Total to form 990-ez, line 16: 394.”

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

“Description: construction in progress. Beg. Of year amount: 0. End of year amount: 85,528.”

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

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 2,619.”

Raw XML Appendix137 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/BusinessNameLine1Txt0LINN-BENTON HOUSING AUTHORITY
IRS990EZ/BooksInCareOfDetail/PhoneNum05419264497
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01250 QUEEN AVE SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097322
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019800
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-497
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0195
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105328
IRS990EZ/GrossReceiptsAmt0110
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0110
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102709
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103206
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102709
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTHA LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE MICHAELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt085528
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0394
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AFFORDABLE HOUSING FOR PEOPLE WITH LOW INCOME.
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STARTED FEASIBILITY STUDY FOR A HOUSING DEVELOPMENT PROJECT IN LEBANON, OREGON. EXPENSES PAID ARE ALL CAPITALIZED AS CONSTRUCTION IN PROGRESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02619
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0607
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0110
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0432
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0118705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118705
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118705
IRS990ScheduleA/TotalSupportAmt0119137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 10. DESCRIPTION: BOARD EXPENSES. AMOUNT: 71. DESCRIPTION: MEMBERSHIPS AND DUES. AMOUNT: 50. DESCRIPTION: TAXES. AMOUNT: 263. TOTAL TO FORM 990-EZ, LINE 16: 394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONSTRUCTION IN PROGRESS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 85,528.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,619.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05419264497
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ROOTS HOUSING
ReturnHeader/Filer/BusinessNameControlTxt0NEWR
ReturnHeader/Filer/EIN0455147652
ReturnHeader/Filer/PhoneNum05419264497
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 QUEEN AVE SE
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097322
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930874157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROVE MUELLER & SWANK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 COTTAGE STREET NE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035817788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN T PASQUARELLA CPA
ReturnHeader/ReturnTs02016-07-01T10:54:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,328
Liabilities
$2,619
Net assets
$102,709
Revenue
$110
Expenses
$607
Net income
-$497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.83$0.83
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.03$0.00$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.00$0.06$0.06
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$1.19$0.06$1.13