Civic Intelligence

Help Works Homes Inc.

990 • Fiscal year 2016 • EIN 73-1605698

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 22, 2017

398060 W 2200 RdBartlesville, OK 74006

(918) 333-2244

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

23rd percentile

-6.0%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$713,843

Down $45,261 (-6.0%) from 2015

Net Assets

Down

$706,096

Down $46,553 (-6.2%) from 2015

Liabilities

Up

$7,747

Up $1,292 (+20%) from 2015

Revenue

Up

$107,076

Up $8,461 (+8.6%) from 2015

Expenses

Up

$153,629

Up $27,834 (+22%) from 2015

Net Income

Down

-$46,553

Down $19,373 (-71%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $933,038Liabilities 2010: $8,162Net Assets 2010: $924,8762010Assets 2011: $904,909Liabilities 2011: $6,852Net Assets 2011: $898,0572011Assets 2012: $864,365Liabilities 2012: $5,476Net Assets 2012: $858,8892012Assets 2013: $832,710Liabilities 2013: $8,462Net Assets 2013: $824,2482013Assets 2014: $795,726Liabilities 2014: $15,897Net Assets 2014: $779,8292014Assets 2015: $759,104Liabilities 2015: $6,455Net Assets 2015: $752,6492015Assets 2016: $713,843Liabilities 2016: $7,747Net Assets 2016: $706,0962016Assets 2017: $670,660Liabilities 2017: $30,336Net Assets 2017: $640,3242017Assets 2018: $617,620Liabilities 2018: $10,284Net Assets 2018: $607,3362018Assets 2019: $595,499Liabilities 2019: $11,231Net Assets 2019: $584,2682019Assets 2020: $555,133Liabilities 2020: $15,158Net Assets 2020: $539,9752020Assets 2021: $509,350Liabilities 2021: $33,696Net Assets 2021: $475,6542021Assets 2022: $429,911Liabilities 2022: $28,068Net Assets 2022: $401,8432022Assets 2023: $401,491Liabilities 2023: $29,993Net Assets 2023: $371,4982023Assets 2024: $362,645Liabilities 2024: $23,045Net Assets 2024: $339,6002024Assets 2025: $331,227Liabilities 2025: $10,703Net Assets 2025: $320,5242025

Highlighted filing

2016

Assets$713,843
Liabilities$7,747
Net Assets$706,096

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $123,1202010Expenses 2011: $129,6062011Expenses 2012: $136,7612012Revenue 2013: $104,310Expenses 2013: $138,951Net Income 2013: -$34,6412013Revenue 2014: $101,906Expenses 2014: $146,325Net Income 2014: -$44,4192014Revenue 2015: $98,615Expenses 2015: $125,795Net Income 2015: -$27,1802015Revenue 2016: $107,076Expenses 2016: $153,629Net Income 2016: -$46,5532016Revenue 2017: $105,393Expenses 2017: $171,165Net Income 2017: -$65,7722017Revenue 2018: $132,502Expenses 2018: $165,488Net Income 2018: -$32,9862018Revenue 2019: $148,273Expenses 2019: $171,341Net Income 2019: -$23,0682019Revenue 2020: $149,611Expenses 2020: $193,904Net Income 2020: -$44,2932020Revenue 2021: $149,956Expenses 2021: $214,277Net Income 2021: -$64,3212021Revenue 2022: $160,502Expenses 2022: $234,313Net Income 2022: -$73,8112022Revenue 2023: $185,489Expenses 2023: $215,834Net Income 2023: -$30,3452023Revenue 2024: $212,032Expenses 2024: $243,930Net Income 2024: -$31,8982024Revenue 2025: $213,254Expenses 2025: $232,330Net Income 2025: -$19,0762025

Highlighted filing

2016

Revenue$107,076
Expenses$153,629
Net Income-$46,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Gross Receipts
$107,076
Mission and Program Overview

Mission

To establish, own, develop, maintain, support and operate the project's 23 units for very low income disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$655,414$615,792▼ $39,622
Prepaid Expenses and Deferred Charges$1,995$3,276▲ $1,281
Accounts Receivable$136$245▲ $109
Cash and Non-Interest-Bearing Accounts$1,847$240▼ $1,607
Total Assets$759,106$713,843▼ $45,263
Other Assets Total$99,714$94,290▼ $5,424
Liabilities
Accounts Payable and Accrued Expenses$2,058$3,968▲ $1,910
Other Liabilities$4,399$3,779▼ $620
Total Liabilities$6,457$7,747▲ $1,290
Net Assets / Fund Balance
Unrestricted Net Assets$752,649$706,096▼ $46,553
Total Net Assets Fund Balance$752,649$706,096▼ $46,553
Total Liabilities and Net Assets / Fund Balance$759,106$713,843▼ $45,263

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$615,792$473,805$1,089,597
Equipment-$16,339$16,339
Other Assets Org$50--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$106,877
Investment Income
$199
Other Revenue
$0
Change in Net Assets
$-46,553

Audited Revenue Reconciliation

Revenue per Audited Statements
$107,076
Total Revenue per Audited Statements
$107,076
Total Revenue per Form 990
$107,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,629
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$39,622--$39,622
Occupancy$27,717--$27,717
All Other Expenses$18,532--$18,532
Other Expenses$8,254--$8,254
Insurance$6,736--$6,736
Fees for Services Accounting$1,380--$1,380
Advertising$62--$62
Total Functional Expenses$153,629$0$0$153,629

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$153,629
Total Expenses per Audited Statements$153,629
Total Expenses per Form 990$153,629
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$3,779
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Gorman management company bartlesville, ok

Form 990, Page 6, Part VI, Line 11B

Copy of the return and the audit are presented to the board at the same meeting

Form 990, Page 6, Part VI, Line 19

Documents are available by electronic transmission or in-person review upon written request and advance notification.

Filing and Contact Details

Filer

Filer Name
Help Works Homes Inc
EIN
73-1605698
Phone
9183332244
Address
398060 W 2200 RD, BARTLESVILLE, OK 74006

Signing Officer

Name
Marjorie Moore
Title
President
Phone
9183332244
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Moore
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Deborah E Mueggenborg
Phone
9183360008
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Maintenance equip repair 8,073 0 0 auditing fees 5,650 0 0 exterminating 2,081 0 0 trash removal 1,512 0 0 non-profit add-on 552 0 0 furniture and equip renta 522 0 0 misc taxes and insurance 78 0 0 fidelity bond insurance 34 0 0 bad debt 13 0 0 convention and meetings 9 0 0 misc admin 6 0 0 supplies 2 0 0 total 18,532 0 0

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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0509500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097593
IRS990ScheduleA/Total509Grp/TotalAmt0509500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097593
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0509500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0615792
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0473805
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01089597
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016339
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016339
IRS990ScheduleD/ExpensesSubtotalAmt0153629
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt044238
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt130774
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt213806
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34302
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt41120
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt550
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INSURANCE AND AUDIT FEE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4UTILITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5LONG-TERM LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0107076
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0615792
IRS990ScheduleD/TotalBookValueOtherAssetsAmt094290
IRS990ScheduleD/TotalExpensesPerForm990Amt0153629
IRS990ScheduleD/TotalLiabilityAmt03779
IRS990ScheduleD/TotalRevenuePerForm990Amt0107076
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0107076
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0153629
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GORMAN MANAGEMENT COMPANY BARTLESVILLE, OK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF THE RETURN AND THE AUDIT ARE PRESENTED TO THE BOARD AT THE SAME MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE BY ELECTRONIC TRANSMISSION OR IN-PERSON REVIEW UPON WRITTEN REQUEST AND ADVANCE NOTIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTENANCE EQUIP REPAIR 8,073 0 0 AUDITING FEES 5,650 0 0 EXTERMINATING 2,081 0 0 TRASH REMOVAL 1,512 0 0 NON-PROFIT ADD-ON 552 0 0 FURNITURE AND EQUIP RENTA 522 0 0 MISC TAXES AND INSURANCE 78 0 0 FIDELITY BOND INSURANCE 34 0 0 BAD DEBT 13 0 0 CONVENTION AND MEETINGS 9 0 0 MISC ADMIN 6 0 0 SUPPLIES 2 0 0 TOTAL 18,532 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0759106
IRS990/TotalAssetsEOYAmt0713843
IRS990/TotalAssetsGrp/BOYAmt0759106
IRS990/TotalAssetsGrp/EOYAmt0713843
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153629
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06457
IRS990/TotalLiabilitiesEOYAmt07747
IRS990/TotalLiabilitiesGrp/BOYAmt06457
IRS990/TotalLiabilitiesGrp/EOYAmt07747
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0752649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0706096
IRS990/TotalProgramServiceExpensesAmt0153629
IRS990/TotalProgramServiceRevenueAmt0106877
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107076
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107076
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0759106
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0713843
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0752649
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0706096
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183332244
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELP WORKS HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0731605698
ReturnHeader/Filer/PhoneNum09183332244
ReturnHeader/Filer/USAddress/AddressLine1Txt0398060 W 2200 RD
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B378BFF7B0BDFFE79585F0726D6BACE7AD7E6C0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471209122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02017-04-27T14:28:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.31$0.11$3.21$2.13$2.32$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.23$3.40$2.12$2.44$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.30$3.71$1.85$2.16$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.28$4.02$1.61$2.34$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.34$4.76$1.50$2.14$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.15$5.40$1.50$1.94$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.11$5.84$1.48$1.71$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.10$6.07$1.33$1.65$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.30$6.40$1.05$1.71$0.66
2016Detailed filing. Detailed filing data is available for this year.$7.14$0.08$7.06$1.07$1.54$0.47
2015Detailed filing. Detailed filing data is available for this year.$7.59$0.06$7.53$0.99$1.26$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.96$0.16$7.80$1.02$1.46$0.44
2013Detailed filing. Detailed filing data is available for this year.$8.33$0.08$8.24$1.04$1.39$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.05$8.59$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.05$0.07$8.98$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$0.08$9.25$1.23