Civic Intelligence

Housing & Financial Educator Inc

990 • Fiscal year 2016 • EIN 46-5173428

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profilewww.housingeducator.org
19 North Pinellas AveTarpon Springs, FL 34689

(855) 728-1200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

94th percentile

$59,278

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,820

Up $1,021 (+57%) from 2015

Net Assets

$2,820

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin45th percentile

Revenue

Up

$358,232

Up $190,142 (+113%) from 2015

Expenses

Up

$354,613

Up $187,458 (+112%) from 2015

Net Income

Up

$3,619

Up $2,684 (+287%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15K$10K$5.0K$0Assets 2015: $1,799Liabilities 2015: $02015Assets 2016: $2,820Liabilities 2016: $0Net Assets 2016: $2,8202016Assets 2017: $13,823Liabilities 2017: $0Net Assets 2017: $13,8232017Assets 2018: $5,044Liabilities 2018: $0Net Assets 2018: $5,0442018Assets 2019: $4,002Liabilities 2019: $0Net Assets 2019: $4,0022019

Highlighted filing

2016

Assets$2,820
Liabilities$0
Net Assets$2,820
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $168,090Expenses 2015: $167,155Net Income 2015: $9352015Revenue 2016: $358,232Expenses 2016: $354,613Net Income 2016: $3,6192016Revenue 2017: $519,965Expenses 2017: $508,962Net Income 2017: $11,0032017Revenue 2018: $442,582Expenses 2018: $450,584Net Income 2018: -$8,0022018Revenue 2019: $199,174Expenses 2019: $200,216Net Income 2019: -$1,0422019

Highlighted filing

2016

Revenue$358,232
Expenses$354,613
Net Income$3,619
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Gross Receipts
$358,232
Mission and Program Overview

Mission

Provide housing and financial education to those who are losing their homes.

Loan Modification Programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$499$1,520▲ $1,021
Land, Buildings, and Equipment, Net$1,300$1,300→ $0
Total Assets$1,799$2,820▲ $1,021
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,799$2,820▲ $1,021
Total Net Assets Fund Balance$1,799$2,820▲ $1,021
Total Liabilities and Net Assets / Fund Balance$1,799$2,820▲ $1,021

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,300--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pasquale MatraPresidentFT$59,278$59,278
Tiffany BurnsVice PresidentPT$34,766$34,766
Michelle TorreEmployeeFT$23,733$23,733
Laura L SparkTreasurerPT$20,138$20,138
Spencer HattEmployeePT$9,554$9,554
Roger PiekarskSub ContractorPT$9,030$9,030
Steven GreerEmployeePT$7,394$7,394
Michael ErwoodEmployeePT$4,390$4,390
Shane McCarthyEmployeePT$4,174$4,174
Whitney JohnsoSub ContractorPT$3,750$3,750

Board Members and Trustees

NameTitle
Dustin WorthenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$358,232
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$221,087
Other Expenses$133,526
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$214,372-$214,372
Fees for Services Management-$120,894-$120,894
Travel-$4,010-$4,010
Advertising-$3,885-$3,885
Other Employee Benefits-$3,836-$3,836
Payroll Taxes-$2,879-$2,879
Fees for Services Accounting-$2,081-$2,081
Insurance-$1,929-$1,929
Office Expenses-$727-$727
Total Functional Expenses$0$354,613$0$354,613
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Housing & Financial Educator I
EIN
46-5173428
Phone
8557281200
Address
19 North Pinellas Ave, TARPON SPRINGS, FL 34689

Signing Officer

Name
Pasquale Matranga
Title
President
Signed
2017-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pasquale Matranga
Voting Board Members
4
Independent Board Members
0
Employees
7

Preparer

Firm
MW Accounting & Tax Service
Address
1342 Tampa Road, PALM HARBOR, FL 34683
Preparer
Michael J Westcott
Phone
7277867391
Supplemental Narrative

Additional Explanations

Form 990 Part 1, Line 17 Other Expenses

“Supplies 13,821”

Form 990 Part 1 Line 17, Other Expenses

“Telephone 3,535”

Form 990 Part 1 Line 17, Other Expenses

“Postage & Delivery 3,289”

Form 990 Part 1 Line 17, Other Expenses

“Bank Charges 628”

Form 990 Part 1 Line 17, Other Expenses

“Computer & Internet Services 12,142”

Form 990 Part 1 Line 17, Other Expenses

“License & Fees 2,771”

Form 990 Part 1X Line 24E Other Expenses

“Printing 85,778”

Form 990 Part 1X Line 24E Other Expenses

“Merchant Fees 3,555”

Form 990 Part 1X Line 24E Other Expenses

“Cleaning & Maintenance 568”

Form 990 Part 1X Line 24E Other Expenses

“Utilities 3,314”

Form 990 Part 1X Line 24E Other Expenses

“Auto Expense 5,912”

Form 990 Part 1X Line 24E Other Expense

“Rent 2,100”

Form 990 Part II Other Assets

“Office Equipment 1300”

Raw XML Appendix356 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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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01799
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02820
IRS990/TotalProgramServiceExpensesAmt0371132
IRS990/TotalProgramServiceRevenueAmt0358232
IRS990/TotalReportableCompFromOrgAmt0176207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0358232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0358232
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02820
IRS990/TravelGrp/ManagementAndGeneralAmt04010
IRS990/TravelGrp/TotalAmt04010
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01799
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02820
IRS990/USAddress/AddressLine1Txt030 Shore Drive 2
IRS990/USAddress/CityNm0PALM HARBOR
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034683
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pasquale Matranga
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Housing & Financial Educator I
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0465173428
ReturnHeader/Filer/PhoneNum08557281200
ReturnHeader/Filer/USAddress/AddressLine1Txt019 North Pinellas Ave
ReturnHeader/Filer/USAddress/CityNm0TARPON SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034689
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A3C5C87803F107E236C08B59D2BF472C41377B1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A3C5C87803F107E236C08B59D2BF472C41377B1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05972522017249g001148
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.9.167.8
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MW Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01342 Tampa Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034683
ReturnHeader/PreparerPersonGrp/PhoneNum07277867391
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Westcott
ReturnHeader/ReturnTs02017-09-07T11:23:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,820
Liabilities
$0
Net assets
$2,820
Revenue
$358,232
Expenses
$354,613
Net income
$3,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.99$2.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$4.43$4.51$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$5.20$5.09$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$3.58$3.55$0.04
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$1.68$1.67$0.01