Civic Intelligence

Homestead Solutions Inc.

990EZ • Fiscal year 2014 • EIN 56-2641741

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 15, 2015

Organization ProfileN/A
404 N Main StreetOshkosh, WI 54901

(920) 230-3324

Siviq Scores

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

Liabilities / Assets

97th percentile

2.63x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

2.34x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

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

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.

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

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$50,832

Down $871 (-1.7%) from 2013

Net Assets

-$82,930

No earlier filing loaded for comparison.

Liabilities

Up

$133,762

Up $38,743 (+41%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin6th percentile

Revenue

Down

$57,256

Down $32,751 (-36%) from 2013

Expenses

Down

$96,870

Down $41,998 (-30%) from 2013

Net Income

Up

-$39,614

Up $9,247 (+19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2014

Assets$50,832
Liabilities$133,762
Net Assets-$82,930
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$57,256
Expenses$96,870
Net Income-$39,614
Open 2014 Filing
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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOUGLAS NORTON
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,832
Liabilities
$133,762
Net assets
-$82,930
Revenue
$57,256
Expenses
$96,870
Net income
-$39,614
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