Civic Intelligence

Fairhaven Recovery Homes

990 • Fiscal year 2016 • EIN 80-0455845

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

13750 SW Beef Bend RoadTigard, OR 97224

(503) 995-9023

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$43,744

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

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

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$79,824

Up $16,276 (+26%) from 2015

Net Assets

Up

$78,206

Up $22,163 (+40%) from 2015

Liabilities

Down

$1,618

Down $5,887 (-78%) from 2015

Revenue

Up

$504,365

Up $48,447 (+11%) from 2015

Expenses

Up

$482,902

Up $25,491 (+5.6%) from 2015

Net Income

Up

$21,463

Up $22,956 (+1538%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $20,482Liabilities 2011: $711Net Assets 2011: $19,7712011Assets 2012: $28,173Liabilities 2012: $1,731Net Assets 2012: $26,4422012Assets 2013: $58,746Liabilities 2013: $812Net Assets 2013: $57,9342013Assets 2014: $61,306Liabilities 2014: $2,238Net Assets 2014: $59,0682014Assets 2015: $63,548Liabilities 2015: $7,505Net Assets 2015: $56,0432015Assets 2016: $79,824Liabilities 2016: $1,618Net Assets 2016: $78,2062016Assets 2017: $77,703Liabilities 2017: $10,613Net Assets 2017: $67,0902017Assets 2018: $44,636Liabilities 2018: $6,580Net Assets 2018: $38,0562018Assets 2019: $34,276Liabilities 2019: $16,306Net Assets 2019: $17,9702019Assets 2020: $97,071Liabilities 2020: $90,726Net Assets 2020: $6,3452020Assets 2021: $71,409Liabilities 2021: $75,369Net Assets 2021: -$3,9602021Assets 2022: $419,542Liabilities 2022: $78,542Net Assets 2022: $341,0002022Assets 2023: $349,661Liabilities 2023: $69,402Net Assets 2023: $280,2592023Assets 2024: $3,598,214Liabilities 2024: $73,049Net Assets 2024: $3,525,1652024

Highlighted filing

2016

Assets$79,824
Liabilities$1,618
Net Assets$78,206

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $236,834Expenses 2011: $225,106Net Income 2011: $11,7282011Revenue 2012: $300,679Expenses 2012: $294,008Net Income 2012: $6,6712012Revenue 2013: $401,395Expenses 2013: $369,903Net Income 2013: $31,4922013Revenue 2014: $470,080Expenses 2014: $468,946Net Income 2014: $1,1342014Revenue 2015: $455,918Expenses 2015: $457,411Net Income 2015: -$1,4932015Revenue 2016: $504,365Expenses 2016: $482,902Net Income 2016: $21,4632016Revenue 2017: $606,202Expenses 2017: $617,318Net Income 2017: -$11,1162017Revenue 2018: $454,910Expenses 2018: $471,299Net Income 2018: -$16,3892018Revenue 2019: $536,920Expenses 2019: $547,006Net Income 2019: -$10,0862019Revenue 2020: $502,386Expenses 2020: $508,875Net Income 2020: -$6,4892020Revenue 2021: $512,335Expenses 2021: $537,597Net Income 2021: -$25,2622021Revenue 2022: $1,250,755Expenses 2022: $903,297Net Income 2022: $347,4582022Revenue 2023: $1,593,858Expenses 2023: $1,654,596Net Income 2023: -$60,7382023Revenue 2024: $5,996,018Expenses 2024: $2,751,109Net Income 2024: $3,244,9092024

Highlighted filing

2016

Revenue$504,365
Expenses$482,902
Net Income$21,463
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$508,083
Mission and Program Overview

Mission

To provide clean & sober homes with Christian principles for those with addictions who wish to live a new life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,494$31,092▲ $17,598
Land, Buildings, and Equipment, Net$24,741$23,553▼ $1,188
Prepaid Expenses and Deferred Charges$12,724$12,724→ $0
Accounts Receivable$7,805$7,890▲ $85
Cash and Non-Interest-Bearing Accounts$4,784$4,565▼ $219
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$63,548$79,824▲ $16,276
Other Assets Total-$0-
Liabilities
Other Liabilities$7,505$1,618▼ $5,887
Total Liabilities$7,505$1,618▼ $5,887
Net Assets / Fund Balance
Unrestricted Net Assets$53,654$51,486▼ $2,168
Temporarily Rstr Net Assets$2,389$26,720▲ $24,331
Total Net Assets Fund Balance$56,043$78,206▲ $22,163
Total Liabilities and Net Assets / Fund Balance$63,548$79,824▲ $16,276

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,553$23,281$46,834
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John LiebertzExecutive DirectorFT$43,744$43,744
Candace LiebertzProgram Dr.FT$43,744$43,744

Board Members and Trustees

NameTitle
Brenda BazeVice President
Carol MarshallDirector
Doug MarshallDirector
John MercerDirector
Lindy RochaDirector
Scott CliffDirector
Terry JenkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$43,942
Program Service Revenue
$443,917
Investment Income
$7
Other Revenue
$16,499
All Other Contributions
$42,489
Change in Net Assets
$21,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,765
Salaries, Compensation, and Employee Benefits$118,137
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$87,488-$87,488
Travel-$23,616-$23,616
Other Employee Benefits-$21,338-$21,338
Depreciation Depletion-$13,092-$13,092
Payroll Taxes-$9,311-$9,311
Insurance$8,046$742-$8,788
All Other Expenses$7,023$1,057-$8,080
Information Technology-$3,233-$3,233
Other Expenses$2,634--$2,634
Fees for Services Accounting-$1,610-$1,610
Office Expenses-$1,291-$1,291
Advertising-$539-$539
Fees for Services Legal-$422-$422
Total Functional Expenses$319,163$163,739$0$482,902
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,217
Fundraising Direct Expenses$3,718
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Public Fundraising/ Silent Auction$21,670$20,217$3,718$16,499
Total Events$21,670$20,217$3,718$16,499
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,617
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The founders (Board Members/Key Employees) John & Candace Liebertz have been married since inception.

Form 990, Part VI, Line 11B: Form 990 Review Process

After filing of forms the resulting documents are shared and gone over at the forth coming Board Meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Board is continually aware of each Member's activities so any potential conflict is readily identifiable due to our small and close knit organization and inner workings.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Fairhaven Recovery Homes
EIN
80-0455845
Phone
5039959023
Address
13750 SW Beef Bend Road, Tigard, OR 97224

Signing Officer

Name
John Liebertz
Title
Executive Director
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Liebertz
Formed
2009
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
6
Employees
2
Volunteers
12

Preparer

Firm
Hurliman CPA
Address
51915 Columbia River Highway, SCAPPOOSE, OR 97056
Preparer
Khaira Hurliman
Phone
5039871587
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09311
IRS990/PayrollTaxesGrp/TotalAmt09311
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012724
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012724
IRS990/PrincipalOfficerNm0John Liebertz
IRS990/PriorPeriodAdjustmentsAmt0700
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Clean and Sober Housing
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0443917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0443917
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022724
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04
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IRS990/PYOtherExpensesAmt0351356
IRS990/PYOtherRevenueAmt015713
IRS990/PYProgramServiceRevenueAmt0417477
IRS990/PYRevenuesLessExpensesAmt0-1493
IRS990/PYSalariesCompEmpBnftPaidAmt0106055
IRS990/PYTotalExpensesAmt0457411
IRS990/PYTotalRevenueAmt0455918
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IRS990/ReconcilationRevenueExpnssAmt021463
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013494
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031092
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124978
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0417981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0447856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0377094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0281901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01968749
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0401442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0297699
IRS990ScheduleA/Total509Grp/TotalAmt02093727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0486413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0438110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0470080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0401445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0297699
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02093747
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt023281
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
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IRS990ScheduleD/TotalLiabilityAmt01618
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01453
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03718
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Public Fundraising/ Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020217
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016499
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03718
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The founders (Board Members/Key Employees) John & Candace Liebertz have been married since inception.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1After filing of forms the resulting documents are shared and gone over at the forth coming Board Meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board is continually aware of each Member's activities so any potential conflict is readily identifiable due to our small and close knit organization and inner workings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.07$3.53$6.00$2.75$3.24
2023Summary only. Only limited summary data is available for this year.$0.35$0.07$0.28$1.59$1.65$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.08$0.34$1.25$0.90$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.08$0.00$0.51$0.54$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.09$0.01$0.50$0.51$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.02$0.54$0.55$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.01$0.04$0.45$0.47$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.01$0.07$0.61$0.62$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.50$0.48$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.06$0.46$0.46$0.00
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.47$0.47$0.00
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.40$0.37$0.03
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.30$0.29$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.24$0.23$0.01
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