Civic Intelligence

Headwaters Community Housing Trust

990EZ • Fiscal year 2020 • EIN 85-1374727

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 26, 2021

Organization Profilebridgerview.org/community
7600 Sypes Canyon RdBozeman, MT 59715

(406) 600-5667

Siviq Scores

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

Liabilities / Assets

85th percentile

0.35x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

$33,918

No earlier filing loaded for comparison.

Net Assets

$21,918

No earlier filing loaded for comparison.

Liabilities

$12,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin84th percentile

Revenue

$55,050

No earlier filing loaded for comparison.

Expenses

$33,132

No earlier filing loaded for comparison.

Net Income

$21,918

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2020: $33,918Liabilities 2020: $12,000Net Assets 2020: $21,9182020Assets 2021: $13,326,058Liabilities 2021: $3,350,042Net Assets 2021: $9,976,0162021Assets 2022: $29,863,497Liabilities 2022: $18,368,987Net Assets 2022: $11,494,5102022Assets 2023: $29,456,390Liabilities 2023: $6,151,511Net Assets 2023: $23,304,8792023Assets 2024: $27,111,557Liabilities 2024: $17,190Net Assets 2024: $27,094,3672024

Highlighted filing

2020

Assets$33,918
Liabilities$12,000
Net Assets$21,918
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2020: $55,050Expenses 2020: $33,132Net Income 2020: $21,9182020Revenue 2021: $10,145,563Expenses 2021: $191,465Net Income 2021: $9,954,0982021Revenue 2022: $2,001,555Expenses 2022: $483,061Net Income 2022: $1,518,4942022Revenue 2023: $12,346,796Expenses 2023: $536,427Net Income 2023: $11,810,3692023Revenue 2024: $4,198,348Expenses 2024: $408,860Net Income 2024: $3,789,4882024

Highlighted filing

2020

Revenue$55,050
Expenses$33,132
Net Income$21,918
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 26, 2021
Return Version
2020v4.0
Gross Receipts
$55,050
Mission and Program Overview

Mission

See Sch O Stmt

Program Services

DescriptionGrantsExpenses
Focuses to increase and preserve the local supply of permanently affordable housing including for missing middle-income households in Bozeman MT.-$33,132
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carson TaylorPresident-$0--
Christine WalkerVice President-$0--
Randy CarpenterTreasurer-$0--
Kelly OlingerSecretary-$0--
Tracy MenuezDirector-$0--
Filing and Contact Details

Filer

Filer Name
Headwaters Community Housing Trust
EIN
85-1374727
Address
7600 Sypes Canyon Rd, Bozeman, MT 59715

Signing Officer

Name
Randy Carpenter
Title
Treasurer
Signed
2021-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Elevated Tax & Accounting LLC
Address
PO Box 161732, Big Sky, MT 59716
Preparer
Emilee Rutz
Phone
4062230833
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMisc Revenues 50”

Description of other expenses Part I line 16

“Description AmountSupplies 112Business Reg Fee 600”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 0 12,000”

Part III response or note to any other line in Part III

“Focuses to increase and preserve the local supply of permanently affordable housing including for missing middle-income households in Bozeman MT.”

Raw XML Appendix143 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Big Sky
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059716
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carson Taylor
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Randy Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Olinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tracy Menuez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0712
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Sch O Stmt
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033132
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033132
IRS990EZ/TotalProgramServiceExpensesAmt033132
IRS990EZ/TotalRevenueAmt055050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://bridgerview.org/community/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt055000
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055000
IRS990ScheduleA/Total509Grp/TotalAmt055000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMisc Revenues 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSupplies 112Business Reg Fee 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Payable 0 12,000
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Randy Carpenter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-26
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ReturnHeader/Filer/BusinessNameControlTxt0HEAD
ReturnHeader/Filer/EIN0851374727
ReturnHeader/Filer/USAddress/AddressLine1Txt07600 Sypes Canyon Rd
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811163977
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elevated Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 161732
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Big Sky
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059716
ReturnHeader/PreparerPersonGrp/PhoneNum04062230833
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emilee Rutz
ReturnHeader/ReturnTs02021-03-01T16:50:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Randy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Carpenter
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,918
Liabilities
$12,000
Net assets
$21,918
Revenue
$55,050
Expenses
$33,132
Net income
$21,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$0.02$27.1$4.20$0.41$3.79
2023Detailed filing. Detailed filing data is available for this year.$29.5$6.15$23.3$12.3$0.54$11.8
2022Detailed filing. Detailed filing data is available for this year.$29.9$18.4$11.5$2.00$0.48$1.52
2021Detailed filing. Detailed filing data is available for this year.$13.3$3.35$9.98$10.1$0.19$9.95
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.06$0.03$0.02