Civic Intelligence

Help Works Homes Inc.

990 • Fiscal year 2017 • EIN 73-1605698

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 14, 2018

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

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.29x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

21st percentile

-6.0%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-1.6%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$670,660

Down $43,183 (-6.0%) from 2016

Net Assets

Down

$640,324

Down $65,772 (-9.3%) from 2016

Liabilities

Up

$30,336

Up $22,589 (+292%) from 2016

Revenue

Down

$105,393

Down $1,683 (-1.6%) from 2016

Expenses

Up

$171,165

Up $17,536 (+11%) from 2016

Net Income

Down

-$65,772

Down $19,219 (-41%) from 2016

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

2017

Assets$670,660
Liabilities$30,336
Net Assets$640,324

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

2017

Revenue$105,393
Expenses$171,165
Net Income-$65,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 14, 2018
Return Version
2017v2.3
Gross Receipts
$105,393
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$615,792$578,555▼ $37,237
Prepaid Expenses and Deferred Charges$3,276$3,741▲ $465
Accounts Receivable$245$2,137▲ $1,892
Cash and Non-Interest-Bearing Accounts$240$1,134▲ $894
Total Assets$713,843$670,660▼ $43,183
Other Assets Total$94,290$85,093▼ $9,197
Liabilities
Accounts Payable and Accrued Expenses$3,968$25,891▲ $21,923
Other Liabilities$3,779$4,445▲ $666
Total Liabilities$7,747$30,336▲ $22,589
Net Assets / Fund Balance
Unrestricted Net Assets$706,096$640,324▼ $65,772
Total Net Assets Fund Balance$706,096$640,324▼ $65,772
Total Liabilities and Net Assets / Fund Balance$713,843$670,660▼ $43,183

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$576,168$513,429$1,089,597
Equipment$2,387$16,631$19,018
Other Assets Org$50--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$105,221
Investment Income
$172
Other Revenue
$0
Change in Net Assets
$-65,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$105,393
Total Revenue per Audited Statements
$105,393
Total Revenue per Form 990
$105,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,165
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$39,916--$39,916
Occupancy$32,186--$32,186
All Other Expenses$25,496--$25,496
Other Expenses$10,522--$10,522
Insurance$7,332--$7,332
Fees for Services Accounting$1,380--$1,380
Advertising$62--$62
Total Functional Expenses$171,165$0$0$171,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$171,165
Total Expenses per Audited Statements$171,165
Total Expenses per Form 990$171,165
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$4,445
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
2018-04-14
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

Payroll reimbursement 6,866 0 0 auditing fees 5,775 0 0 supplies 3,043 0 0 security 2,730 0 0 misc admin 2,196 0 0 exterminating 2,040 0 0 trash removal 1,578 0 0 non-profit add-on 552 0 0 furniture and equip renta 522 0 0 misc taxes and insurance 142 0 0 fidelity bond insurance 20 0 0 convention and meetings 19 0 0 vehicle maintenance 13 0 0 total 25,496 0 0

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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104310
IRS990ScheduleA/Total509Grp/TotalAmt0517300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104310
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0517300
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0576168
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0513429
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01089597
IRS990ScheduleD/EquipmentGrp/BookValueAmt02387
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019018
IRS990ScheduleD/ExpensesSubtotalAmt0171165
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038482
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt130851
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt29622
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34968
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/Amt04445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0105393
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0578555
IRS990ScheduleD/TotalBookValueOtherAssetsAmt085093
IRS990ScheduleD/TotalExpensesPerForm990Amt0171165
IRS990ScheduleD/TotalLiabilityAmt04445
IRS990ScheduleD/TotalRevenuePerForm990Amt0105393
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0105393
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0171165
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/ExplanationTxt3PAYROLL REIMBURSEMENT 6,866 0 0 AUDITING FEES 5,775 0 0 SUPPLIES 3,043 0 0 SECURITY 2,730 0 0 MISC ADMIN 2,196 0 0 EXTERMINATING 2,040 0 0 TRASH REMOVAL 1,578 0 0 NON-PROFIT ADD-ON 552 0 0 FURNITURE AND EQUIP RENTA 522 0 0 MISC TAXES AND INSURANCE 142 0 0 FIDELITY BOND INSURANCE 20 0 0 CONVENTION AND MEETINGS 19 0 0 VEHICLE MAINTENANCE 13 0 0 TOTAL 25,496 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/TotalAssetsBOYAmt0713843
IRS990/TotalAssetsEOYAmt0670660
IRS990/TotalAssetsGrp/BOYAmt0713843
IRS990/TotalAssetsGrp/EOYAmt0670660
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171165
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07747
IRS990/TotalLiabilitiesEOYAmt030336
IRS990/TotalLiabilitiesGrp/BOYAmt07747
IRS990/TotalLiabilitiesGrp/EOYAmt030336
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0706096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0640324
IRS990/TotalProgramServiceExpensesAmt0171165
IRS990/TotalProgramServiceRevenueAmt0105221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105393
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105393
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0713843
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0670660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0706096
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0640324
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183332244
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-14
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/AtSubmissionCreationDeviceId0EAEF60479818725E5025E18C1E66B65AF0C8A52B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D51795C1AF96A5AFCB19896A9CFBB9872EBCF114
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:49:11
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/PreparationDt02018-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02018-04-14T18:49:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.30$6.40$1.05$1.71$0.66
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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