Civic Intelligence

Homestead Solutions Inc

EIN 56-2641741 • 501(c)3 • Oshkosh, WI

Profile

Home foreclosure prevention counseling

404 N Main StreetOshkosh, WI 54901

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

2.44x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.07x

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

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

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

97th percentile

$81,123

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 141.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-15%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$43,406

Down $7,426 (-15%) from 2014

Liabilities

Down

$106,111

Down $27,651 (-21%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin92nd percentile

Revenue

Down

$34,511

Down $22,745 (-40%) from 2014

Expenses

Down

$14,286

Down $82,584 (-85%) from 2014

Net Income

Up

$20,225

Up $59,839 (+151%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$100K$0-$100KAssets 2011: $67,620Liabilities 2011: $63,1902011Assets 2012: $51,506Liabilities 2012: $45,9612012Assets 2013: $51,703Liabilities 2013: $95,0192013Assets 2014: $50,832Liabilities 2014: $133,762Net Assets 2014: -$82,9302014Assets 2015: $43,406Liabilities 2015: $106,1112015

Highlighted filing

2015

Assets$43,406
Liabilities$106,111
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $81,919Expenses 2011: $88,474Net Income 2011: -$6,5552011Revenue 2012: $112,507Expenses 2012: $111,392Net Income 2012: $1,1152012Revenue 2013: $90,007Expenses 2013: $138,868Net Income 2013: -$48,8612013Revenue 2014: $57,256Expenses 2014: $96,870Net Income 2014: -$39,6142014Revenue 2015: $34,511Expenses 2015: $14,286Net Income 2015: $20,2252015

Highlighted filing

2015

Revenue$34,511
Expenses$14,286
Net Income$20,225
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$43,406
Liabilities
$106,111
Net assets
-
Revenue
$34,511
Expenses
$14,286
Net income
$20,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$0.43$1.06$0.35$0.14$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.51$1.34$0.83$0.57$0.97$0.40
2013Summary only. Only limited summary data is available for this year.$0.52$0.95$0.90$1.39$0.49
2012Summary only. Only limited summary data is available for this year.$0.52$0.46$1.13$1.11$0.01
2011Summary only. Only limited summary data is available for this year.$0.68$0.63$0.82$0.88$0.07
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 15, 2015
Return Version
2014v5.0
Gross Receipts
$57,256
Mission and Program Overview

Mission

Home foreclosure prevention counseling

Program Services

DescriptionGrantsExpenses
Counseled homeowners to avoid home foreclosure by negotiating with financial institutions and budgeting their personal finances-$96,870
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROMI NORTONExec DirectorFT$72,122$9,001$81,123
DOUGLAS NORTONDirectorFT$0--
RYAN OTTODirector-$0--
Filing and Contact Details

Filer

Filer Name
Homestead Solutions Inc
EIN
56-2641741
Phone
9202303324
Address
404 N Main Street, Oshkosh, WI 54901

Signing Officer

Name
Romi Norton
Title
Executive Director
Phone
9202303324
Signed
2015-08-15
Discuss with paid preparer
Yes

Preparer

Firm
John R Wieland CPA LLC
Address
1609 W 6TH AVE, OSHKOSH, WI 54902-5506
Preparer
John R Wieland
Phone
9202329783
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous revenue 122.”

Form 990EZ, Part I, Line 16

“Advertising 0. Marketing 362. Operating expense 2040. Payroll taxes 6211. Travel & meetings 403. Telephone 3100.”

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09202303324
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0404 N Main Street Suite 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oshkosh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057134
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39614
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050832
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057256
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-43316
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-82930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-43316
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-82930
IRS990EZ/OccupancyRentUtltsAndMaintAmt02485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt172122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt09001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUGLAS NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROMI NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt050295
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050295
IRS990EZ/OtherExpensesTotalAmt012116
IRS990EZ/OtherRevenueTotalAmt0122
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Home foreclosure prevention counseling
IRS990EZ/PrintingPublicationsPostageAmt0402
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Counseled homeowners to avoid home foreclosure by negotiating with financial institutions and budgeting their personal finances
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt081122
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt095019
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0133762
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096870
IRS990EZ/TotalProgramServiceExpensesAmt096870
IRS990EZ/TotalRevenueAmt057256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0519348
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0519348
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0179057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0519348
IRS990ScheduleA/TotalSupportAmt0519348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REVENUE 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 0. MARKETING 362. OPERATING EXPENSE 2040. PAYROLL TAXES 6211. TRAVEL & MEETINGS 403. TELEPHONE 3100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROMI NORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09202303324
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Homestead Solutions Inc
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0562641741
ReturnHeader/Filer/PhoneNum09202303324
ReturnHeader/Filer/USAddress/AddressLine1Txt0404 N Main Street
ReturnHeader/Filer/USAddress/CityNm0Oshkosh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN R WIELAND CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01609 W 6TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSHKOSH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549025506
ReturnHeader/PreparerPersonGrp/PhoneNum09202329783
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WIELAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-17T20:07:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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