Civic Intelligence

Willows Housing Inc

990EZ • Fiscal year 2016 • EIN 77-0274089

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 12, 2017

16500 Monterey Road Suite 120Morgan Hill, CA 95037

(408) 842-9181

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

1st percentile

-798%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$154,839

Down $39,102 (-20%) from 2015

Net Assets

Up

$154,839

Up $1,943,926 (+109%) from 2015

Liabilities

Down

$0

Down $1,983,028 (-100%) from 2015

Revenue

Down

$3,355

Down $11,565 (-78%) from 2015

Expenses

Down

$30,125

Down $247,324 (-89%) from 2015

Net Income

Up

-$26,770

Up $235,759 (+90%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: -$752,503Liabilities 2011: $153,0212011Assets 2012: -$1,073,799Liabilities 2012: $10,0002012Assets 2013: -$1,307,600Liabilities 2013: $11,4252013Assets 2014: -$1,515,133Liabilities 2014: $11,4252014Assets 2015: $193,941Liabilities 2015: $1,983,028Net Assets 2015: -$1,789,0872015Assets 2016: $154,839Liabilities 2016: $0Net Assets 2016: $154,8392016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$154,839
Liabilities$0
Net Assets$154,839

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: -$153,853Expenses 2011: $12,792Net Income 2011: -$166,6452011Revenue 2012: -$166,450Expenses 2012: $11,825Net Income 2012: -$178,2752012Revenue 2013: -$193,287Expenses 2013: $41,939Net Income 2013: -$235,2262013Revenue 2014: -$195,658Expenses 2014: $11,875Net Income 2014: -$207,5332014Revenue 2015: $14,920Expenses 2015: $277,449Net Income 2015: -$262,5292015Revenue 2016: $3,355Expenses 2016: $30,125Net Income 2016: -$26,7702016Expenses 2017: $11,6252017

Highlighted filing

2016

Revenue$3,355
Expenses$30,125
Net Income-$26,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$3,355
Mission and Program Overview

Mission

To provide affordable housing to low-income households

Program Services

DescriptionGrantsExpenses
The Organization is a support nonprofit to South County Housing Corporation SCH . It made program contributions to other SCH support nonprofits Pajaro Valley Housing Corporation EIN 77-0225344-$25,000
The organization was the general partner in a limited partnership which owned and operated an affordable housing project of 20 apartment units for low income income households in Morgan Hill, CA. See Schedule O-$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas KuerschnerBoard President-$0--
Joseph PostigoVice President-$0--
Maria SkoczylasSecretary-$0--
J Allen HayesTreasurer-$0--
Barbara MendozaDirector-$0--
Dennis LalorPresident/CEO-$0--
Filing and Contact Details

Filer

Filer Name
Willows Housing Inc
EIN
77-0274089
Phone
4088429181
Address
16500 MONTEREY ROAD SUITE 120, MORGAN HILL, CA 95037

Signing Officer

Name
Dennis Lalor
Title
President
Signed
2017-11-12
Discuss with paid preparer
No

Preparer

Firm
Nestor C Nunez CPA
Address
1486 Huntington Ave Ste 304, S San Francisco, CA 94080
Preparer
Nestor C Nunez
Phone
6508694000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity , Grantee Pajaro Valley Housing Corporation 16500 Monterey Road Sute 120 Morgan Hill CA 95037, Cash Grant 25,000, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

Partnership management fee expense 3,000

Form 990-EZ, Part I, Line 16, Other Expenses

Audit and tax preparation fees 1,500

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 625

Form 990-EZ, Part I, Line 20, Net Assets

General partner position deficit extinguished resulting from transfer of project 1,970,696

Form 990-EZ, Part II, Line 24, Other Assets

Partnership management fee receivable Beginning of year 10,000, End of year 2,091

Form 990-EZ, Part II, Line 24, Other Assets

Notes and interest receivable from related parties Beginning of year 82,500, End of year 0

Form 990-EZ, Part II, Line 24, Other Assets

Temporary advance to affiliate nonprofits Beginning of year 21,000, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Partnership management fee expense Beginning of year 9,000, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Accounts payable and accruals Beginning of year 3,332, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

General partner equity in Edmundson Associates Beginning of year 1,970,696, End of year 0

Form 990-EZ, Part IV, Line 6

The President/CEO received from a related organization 233,468 of reportable compensation, and 7,920 of nontaxable benefits.

Raw XML Appendix179 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/PhoneNum04088439236
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016500 MONTEREY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095037
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152748
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Douglas Kuerschner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Postigo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maria Skoczylas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3J Allen Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Barbara Mendoza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dennis Lalor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President/CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0113500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02091
IRS990EZ/OtherChangesInNetAssetsAmt01970696
IRS990EZ/OtherExpensesTotalAmt05125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide affordable housing to low-income households
IRS990EZ/ProgramServiceRevenueAmt02091
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization was the general partner in a limited partnership which owned and operated an affordable housing project of 20 apartment units for low income income households in Morgan Hill, CA. See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Organization is a support nonprofit to South County Housing Corporation SCH . It made program contributions to other SCH support nonprofits Pajaro Valley Housing Corporation EIN 77-0225344
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01983028
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942590572
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTH COUNTY HOUSING CORP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Pajaro Valley Housing Corporation 16500 Monterey Road Sute 120 Morgan Hill CA 95037, Cash Grant 25,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Partnership management fee expense 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Audit and tax preparation fees 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General partner position deficit extinguished resulting from transfer of project 1,970,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Partnership management fee receivable Beginning of year 10,000, End of year 2,091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Notes and interest receivable from related parties Beginning of year 82,500, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Temporary advance to affiliate nonprofits Beginning of year 21,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Partnership management fee expense Beginning of year 9,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts payable and accruals Beginning of year 3,332, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10General partner equity in Edmundson Associates Beginning of year 1,970,696, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The President/CEO received from a related organization 233,468 of reportable compensation, and 7,920 of nontaxable benefits.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part IV, Line 6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS LALOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOWS HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770274089
ReturnHeader/Filer/PhoneNum04088429181
ReturnHeader/Filer/USAddress/AddressLine1Txt016500 MONTEREY ROAD SUITE 120
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.50.140.13
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm002:33:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NESTOR C NUNEZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01486 Huntington Ave Ste 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094080
ReturnHeader/PreparerPersonGrp/PhoneNum06508694000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NESTOR C NUNEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-12T06:48:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits