Civic Intelligence

Headwaters Community Housing Trust

990 • Fiscal year 2021 • EIN 85-1374727

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 18, 2022

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

97th percentile

1.25x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.44x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

14th percentile

-9.0%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

100th percentile

7797%

Faster asset growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

13878%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$2,678,599

Up $2,644,681 (+7797%) from 2020

Net Assets

Down

-$671,443

Down $693,361 (-3163%) from 2020

Liabilities

Up

$3,350,042

Up $3,338,042 (+27817%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Up

$7,695,000

Up $7,639,950 (+13878%) from 2020

Expenses

Up

$8,388,361

Up $8,355,229 (+25218%) from 2020

Net Income

Down

-$693,361

Down $715,279 (-3263%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0-$10MAssets 2020: $33,918Liabilities 2020: $12,000Net Assets 2020: $21,9182020Assets 2021: $2,678,599Liabilities 2021: $3,350,042Net Assets 2021: -$671,4432021Assets 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

2021

Assets$2,678,599
Liabilities$3,350,042
Net Assets-$671,443
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $55,050Expenses 2020: $33,132Net Income 2020: $21,9182020Revenue 2021: $7,695,000Expenses 2021: $8,388,361Net Income 2021: -$693,3612021Revenue 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

2021

Revenue$7,695,000
Expenses$8,388,361
Net Income-$693,361
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.2
Gross Receipts
$7,695,000
Mission and Program Overview

Mission

See Sch O Stmt

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$2,620,000-
Cash and Non-Interest-Bearing Accounts$33,918$58,599▲ $24,681
Rtn Earn Endowment Incm Other Fnds$21,918$-671,443▼ $693,361
Total Assets$33,918$2,678,599▲ $2,644,681
Liabilities
Mortgage Notes Payable Secured by Investment Property-$3,350,042-
Accounts Payable and Accrued Expenses$12,000--
Total Liabilities$12,000$3,350,042▲ $3,338,042
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,918$-671,443▼ $693,361
Total Liabilities and Net Assets / Fund Balance$33,918$2,678,599▲ $2,644,681

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,620,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Carson TaylorPresident
Christine WalkerVice President
Francesca Pine-RodriguezDirector
Kelly OlingerDirector
Tracy MenuezDirector
Andrea KavertSecretary
Randy CarpenterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,695,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,620,000
Change in Net Assets
$-693,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,388,361
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
Fees for Services Other$8,315,743$61,495-$8,377,238
Fees for Services Accounting-$4,750-$4,750
Insurance-$4,013-$4,013
Interest$1,790--$1,790
Conferences and Meetings-$288-$288
Office Expenses-$282-$282
Total Functional Expenses$8,317,533$70,828$0$8,388,361
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Board approval”

Governing documents etc available to public Part VI line 19

“Via website”

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
2022-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

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

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Construction expense: $8304394.15Contracted Services: $8268.75Property Taxes: $3080.07”

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,678,599
Liabilities
$3,350,042
Net assets
-$671,443
Revenue
$7,695,000
Expenses
$8,388,361
Net income
-$693,361
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
2021Detailed filing. Detailed filing data is available for this year.$2.68$3.35$0.67$7.70$8.39$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.06$0.03$0.02