Civic Intelligence

Down Home

990 • Fiscal year 2023 • EIN 82-3635989

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 30, 2024

2102 12th St NFargo, ND 58102

(701) 532-1488

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

56th percentile

7.6%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$70,008

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$453,539

Up $58,727 (+15%) from 2022

Net Assets

Up

$453,539

Up $58,727 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$565,533

Up $94,907 (+20%) from 2022

Expenses

Up

$522,396

Up $140,323 (+37%) from 2022

Net Income

Down

$43,137

Down $45,416 (-51%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2018: $29,332Liabilities 2018: $0Net Assets 2018: $29,3322018Assets 2019: $63,688Liabilities 2019: $0Net Assets 2019: $63,6882019Assets 2020: $179,503Liabilities 2020: $0Net Assets 2020: $179,5032020Assets 2021: $315,792Liabilities 2021: $0Net Assets 2021: $315,7922021Assets 2022: $394,812Liabilities 2022: $0Net Assets 2022: $394,8122022Assets 2023: $453,539Liabilities 2023: $0Net Assets 2023: $453,5392023Assets 2024: $752,332Liabilities 2024: $8,192Net Assets 2024: $744,1402024

Highlighted filing

2023

Assets$453,539
Liabilities$0
Net Assets$453,539

Operations Trend

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

$1.0M$500K$0Revenue 2018: $126,636Expenses 2018: $97,304Net Income 2018: $29,3322018Revenue 2019: $217,986Expenses 2019: $183,630Net Income 2019: $34,3562019Revenue 2020: $334,992Expenses 2020: $219,177Net Income 2020: $115,8152020Revenue 2021: $439,143Expenses 2021: $302,380Net Income 2021: $136,7632021Revenue 2022: $470,626Expenses 2022: $382,073Net Income 2022: $88,5532022Revenue 2023: $565,533Expenses 2023: $522,396Net Income 2023: $43,1372023Revenue 2024: $882,443Expenses 2024: $592,583Net Income 2024: $289,8602024

Highlighted filing

2023

Revenue$565,533
Expenses$522,396
Net Income$43,137
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 30, 2024
Return Version
2023v5.1
Gross Receipts
$630,459
Mission and Program Overview

Mission

To provide furnishings and decor for families and individuals transitioning from homelessness into permanent housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$300,906$333,698▲ $32,792
Investments in Publicly Traded Securities$93,906$101,341▲ $7,435
Total Assets$394,812$453,539▲ $58,727
Other Assets Total$0$18,500▲ $18,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,812$453,539▲ $58,727
Total Net Assets Fund Balance$394,812$453,539▲ $58,727
Total Liabilities and Net Assets / Fund Balance$394,812$453,539▲ $58,727
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jenessa FillipiPresident/executive Direct$70,008$70,008

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$496,879
Program Service Revenue
$0
Investment Income
$-3,155
Other Revenue
$71,809
All Other Contributions
$441,573
Change in Net Assets
$43,137

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5,265$141,967New/thrift Price
Total Noncash Contributions5,265$141,967-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,687
Salaries, Compensation, and Employee Benefits$242,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$77,183$77,182-$154,365
Current Officers, Directors, Trustees, and Key Employees$35,004$35,004-$70,008
Occupancy$34,345$7,539-$41,884
Office Expenses$836$21,559-$22,395
Payroll Taxes$8,972$8,973-$17,945
Advertising$1,290$13,272-$14,562
Other Expenses$9,150--$9,150
All Other Expenses$3,012$5,478-$8,490
Fees for Services Accounting-$5,112-$5,112
Insurance$2,790$613-$3,403
Information Technology$106$1,691-$1,797
Conferences and Meetings$755$697-$1,452
Other Employee Benefits$196$195-$391
Total Functional Expenses$345,081$177,315$0$522,396
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$92,959
Fundraising Direct Expenses$21,150
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoedown Event$148,265$92,959$12,365$80,594
Total Events$148,265$92,959$21,150$71,809
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jenessa fillipi and jacob fillipi have a family relationship.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 was provided to the organization's governing body before it was filed.

Form 990, Part VI, Section B, Line 12

Provide a copy of conflict of interest policy to officers, directors, and key employees. Monthly board meetings to monitor compliance and accountability.

Form 990, Part VI, Section C, Line 18

Form 990 is available upon request.

Form 990, Part VI, Section C, Line 19

Form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Down Home
EIN
82-3635989
Phone
7015321488
Address
2102 12TH ST N, FARGO, ND 58102

Signing Officer

Name
Jenessa Fillipi
Title
President/director
Phone
7015321488
Signed
2024-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenessa Fillipi
Formed
2017
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
7
Employees
8
Volunteers
373

Preparer

Firm
Brady Martz & Associates Pc
Address
2537 S UNIVERSITY DRIVE, FARGO, ND 58103
Preparer
Sara Lynch CPA
Phone
7012802100
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IRS990/Desc0ENTERING HOUSING IS AN IMPORTANT STEP IN THE JOURNEY OF EMERGING FROM HOMELESSNESS, YET FOUR WALLS IS NOT ENOUGH TO SOLVE THE PROBLEM. DOWN HOME (DH) HELPS END THE CYCLE OF HOMELESSNESS BY CREATING HOMES AND A COMMUNITY WHERE FAMILIES AND INDIVIDUALS FIND COMFORT, DIGNITY, STABILITY, AND CONNECTION. IN 2023, A YEAR OF GROWTH, THE DH TEAM WAS ABLE TO SERVE 35 NEW FAMILIES (96 MEN, WOMEN, AND CHILDREN), EMPOWER 373 VOLUNTEERS, INVOLVE 17 MOVE-IN SPONSORS, ACCEPT DONATIONS FROM 814 DONORS, INCREASE WAREHOUSE SAFETY AND EFFICIENCY, AND WELCOME ONE NEW STAFF MEMBER. 100% OF CLIENTS SERVED IN 2023 REPORTED DOWN HOME PROVIDED THEIR FAMILY WITH SECURITY, COMFORT, COMMUNITY CONNECTION, AND RELIEF FROM FINANCIAL STRESSORS. ALL OF OUR CLIENTS HAVE FINANCIAL STRAINS AS 100% OF THEM ARE BELOW THE POVERTY THRESHOLD. ADDITIONALLY, 86% HAVE AN ANNUAL INCOME LESS THAN $35K, APPROXIMATELY 80% OF THEM ARE SINGLE MOTHERS, AND 85% OF OUR CLIENTS REPORTED DOMESTIC VIOLENCE, MENTAL HEALTH ISSUES, AND/OR SUBSTANCE ABUSE AS A PAST TRAUMA/CATALYST FOR HOMELESSNESS. DURING THE FIRST YEAR AFTER THE REVEAL AND BEYOND, WE ARE INTENTIONAL IN REMAINING IN COMMUNICATION AND OFFERING ADDITIONAL OPPORTUNITIES OF SUPPORT FOR THOSE WE HAVE WELCOMED TO OUR DOWN HOME FAMILY. IN THE LAST YEAR, 100% OF THOSE SERVED BY DOWN HOME HAVE REMAINED IN COMMUNICATION THROUGH INTENTIONAL FOLLOW-UPS AND ACCEPTED ADDITIONAL RESOURCES BEYOND THE MOVE-IN DAY. RESOURCES HAVE INCLUDED OUR PARTNERS FOR A YEAR OF FREE INTERNET, BIRTHDAY CELEBRATION PACKAGES, FREE FAMILY PHOTOGRAPHY, AND AN ANNUAL CHRISTMAS CELEBRATION.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0294799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0174681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01766853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01189
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03556
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86650
IRS990ScheduleA/PublicSupportPY170Pct00.89190
IRS990ScheduleA/PublicSupportTotal170Amt01689886
IRS990ScheduleA/SubstantialContributorsTotAmt076967
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0496879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0422704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0377790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0294799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0174681
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01766853
IRS990ScheduleA/TotalSupportAmt01950304
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt071809
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt047922
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt060164
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0179895
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt055306
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt055306
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021150
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01328
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01328
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06360
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0148265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0148265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt092959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092959
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071809
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012365
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012365
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01097
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01097
IRS990ScheduleG/IndividualWithBooksNm0CHARLENE M KUZNIA
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt02102 12TH ST N
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0FARGO
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0ND
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IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt05265
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0FURNITURE/DECOR
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0NEW/THRIFT PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0141967
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JENESSA FILLIPI AND JACOB FILLIPI HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE A COPY OF CONFLICT OF INTEREST POLICY TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES. MONTHLY BOARD MEETINGS TO MONITOR COMPLIANCE AND ACCOUNTABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345081
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0345081
IRS990/TotalReportableCompFromOrgAmt070008
IRS990/TotalRevenueGrp/ExclusionAmt068654
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0373
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/VotingMembersGoverningBodyCnt09
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IRS990/WebsiteAddressTxt0WWW.DOWN-HOME.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-08-08 14:25:15Z

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