Civic Intelligence

Newtown Community Development Corporation

990 • Fiscal year 2017 • EIN 86-0793043

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 12, 2017

Organization Profilewww.newtowncdc.org

View Organization Page

511 West University DriveTempe, AZ 85281

(480) 517-1589

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.99x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

35th percentile

0.0%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$7,733,601

Up $2,225 (+0.0%) from 2016

Net Assets

Up

$6,294,882

Up $813,438 (+15%) from 2016

Liabilities

Down

$1,438,719

Down $811,213 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin92nd percentile

Revenue

Up

$1,460,014

Up $591,752 (+68%) from 2016

Expenses

Up

$646,576

Up $112,490 (+21%) from 2016

Net Income

Up

$813,438

Up $479,262 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30M$20M$10M$0Assets 2011: $5,070,482Liabilities 2011: $1,881,823Net Assets 2011: $3,188,6592011Assets 2012: $5,307,236Liabilities 2012: $1,671,663Net Assets 2012: $3,635,5732012Assets 2013: $6,642,795Liabilities 2013: $2,529,547Net Assets 2013: $4,113,2482013Assets 2014: $6,797,464Liabilities 2014: $2,058,524Net Assets 2014: $4,738,9402014Assets 2015: $6,868,617Liabilities 2015: $1,721,349Net Assets 2015: $5,147,2682015Assets 2016: $7,731,376Liabilities 2016: $2,249,932Net Assets 2016: $5,481,4442016Assets 2017: $7,733,601Liabilities 2017: $1,438,719Net Assets 2017: $6,294,8822017Assets 2018: $8,062,064Liabilities 2018: $486,911Net Assets 2018: $7,575,1532018Assets 2019: $8,445,554Liabilities 2019: $1,052,923Net Assets 2019: $7,392,6312019Assets 2020: $8,633,259Liabilities 2020: $1,216,932Net Assets 2020: $7,416,3272020Assets 2021: $10,399,331Liabilities 2021: $2,204,679Net Assets 2021: $8,194,6522021Assets 2022: $12,505,804Liabilities 2022: $2,314,431Net Assets 2022: $10,191,3732022Assets 2023: $19,336,447Liabilities 2023: $6,792,030Net Assets 2023: $12,544,4172023Assets 2024: $21,178,809Liabilities 2024: $6,865,539Net Assets 2024: $14,313,2702024Assets 2025: $27,187,132Liabilities 2025: $8,153,959Net Assets 2025: $19,033,1732025

Highlighted filing

2017

Assets$7,733,601
Liabilities$1,438,719
Net Assets$6,294,882
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $794,858Expenses 2011: $646,247Net Income 2011: $148,6112011Revenue 2012: $1,107,054Expenses 2012: $660,140Net Income 2012: $446,9142012Revenue 2013: $1,049,299Expenses 2013: $571,624Net Income 2013: $477,6752013Revenue 2014: $1,363,516Expenses 2014: $737,824Net Income 2014: $625,6922014Revenue 2015: $997,031Expenses 2015: $588,703Net Income 2015: $408,3282015Revenue 2016: $868,262Expenses 2016: $534,086Net Income 2016: $334,1762016Revenue 2017: $1,460,014Expenses 2017: $646,576Net Income 2017: $813,4382017Revenue 2018: $1,936,152Expenses 2018: $655,881Net Income 2018: $1,280,2712018Revenue 2019: $1,012,649Expenses 2019: $651,271Net Income 2019: $361,3782019Revenue 2020: $695,389Expenses 2020: $671,693Net Income 2020: $23,6962020Revenue 2021: $1,410,622Expenses 2021: $632,297Net Income 2021: $778,3252021Revenue 2022: $2,737,180Expenses 2022: $740,459Net Income 2022: $1,996,7212022Revenue 2023: $4,374,450Expenses 2023: $2,021,406Net Income 2023: $2,353,0442023Revenue 2024: $4,659,531Expenses 2024: $2,890,678Net Income 2024: $1,768,8532024Revenue 2025: $6,472,852Expenses 2025: $1,752,949Net Income 2025: $4,719,9032025

Highlighted filing

2017

Revenue$1,460,014
Expenses$646,576
Net Income$813,438
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$3,576,101
Mission and Program Overview

Mission

Newtown helps people improve their financial well-being while strengthening communities through education, counseling, coaching and the development and stewardship of permenently affordable homes.

The organization's mission is to increase the supply of permanently affordable housing while developing and supporting homebuyers through innovative programs and partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,284,319$5,970,486▲ $686,167
Inventories for Sale or Use$1,436,822$1,333,703▼ $103,119
Cash and Non-Interest-Bearing Accounts$559,170$283,264▼ $275,906
Savings and Temporary Cash Investments$57,044$57,470▲ $426
Accounts Receivable$58,389$48,418▼ $9,971
Other Notes and Loans Receivable, Net$31,577$32,163▲ $586
Pledges and Grants Receivable$302,505$7,500▼ $295,005
Prepaid Expenses and Deferred Charges$1,550$597▼ $953
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-
Total Assets$7,731,376$7,733,601▲ $2,225
Other Assets Total-$0-
Liabilities
Deferred Revenue$1,185,350$766,164▼ $419,186
Unsecured Notes Loans Payable$349,951$346,699▼ $3,252
Accounts Payable and Accrued Expenses$710,400$325,856▼ $384,544
Other Liabilities$4,231--
Total Liabilities$2,249,932$1,438,719▼ $811,213
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,093,600$4,868,600▼ $225,000
Unrestricted Net Assets$387,844$1,426,282▲ $1,038,438
Total Net Assets Fund Balance$5,481,444$6,294,882▲ $813,438
Total Liabilities and Net Assets / Fund Balance$7,731,376$7,733,601▲ $2,225

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,890,600-$5,890,600
Buildings$79,886$8,532$88,418
Equipment-$42,943$42,943
Leasehold Improvements-$2,100$2,100
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Allen CarlsonExecutive DirectorFT$91,546$91,546

Board Members and Trustees

NameTitle
Jeffrey MillerChairperson
Greg WesselPast Chair
Clara AliVice Chair
Barbara DowlingDirector
Brenda AyersDirector
Doreen DuranDirector
Dyanne JacksonDirector
Guillermo LoaizaDirector
Justin SimonDirector
Kirk KobertDirector
Mark RichwineDirector
Corey WoodsSecretary
Margaret HunnicuttTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Broadhead Contracting LLCContractorPO Box 1876, Gilbert, AZ 85299$244,963
Mills Design GroupContractor955 W Chandler Blvd Suite 3, Chandler, AZ 85225$206,305
Revenue and Support

Revenue Composition

Contributions and Grants
$1,025,232
Program Service Revenue
$280,013
Investment Income
$133
Other Revenue
$154,636
All Other Contributions
$88,220
Change in Net Assets
$813,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,460,014
Revenue Not Reported on Form 990
$2,116,087
Total Revenue per Audited Statements
$3,576,101
Total Revenue per Form 990
$1,460,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$470,120
Other Expenses$176,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$240,574$62,272-$302,846
Current Officers, Directors, Trustees, and Key Employees$76,165$16,720-$92,885
Other Employee Benefits$34,268$6,708-$40,976
Fees for Services Accounting$22,574$15,030-$37,604
Payroll Taxes$25,940$7,473-$33,413
Occupancy$26,362$2,155-$28,517
Fees for Services Other$26,122$558-$26,680
Insurance$21,243$1,323-$22,566
Office Expenses$12,240$3,954-$16,194
Conferences and Meetings$4,476$1,737-$6,213
Other Expenses$3,551$395-$3,946
All Other Expenses$2,039$1,603-$3,642
Depreciation Depletion$3,327--$3,327
Advertising$2,100$230-$2,330
Total Functional Expenses$526,109$120,467$0$646,576

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,762,663
Expenses Not Reported on Form 990$2,116,087
Expenses per Audited Statements$646,576
Total Expenses per Form 990$646,576
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The Finance committee reviews and approves the Form 990 prior to filing.”

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

“Board members and staff sign policy / acknowledgement annually.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board of directors approves annual budget, including salaries and proposed salary changes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board of directors approves annual budget, including salaries and proposed salary changes.”

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

“Governing documents, the conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Newtown Community Development
EIN
86-0793043
Phone
4805171589
Address
511 WEST UNIVERSITY DRIVE, TEMPE, AZ 85281

Signing Officer

Name
Allen L Carlson
Title
Executive Director
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen Carlson
Formed
1994
Legal Domicile
Az
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
15

Preparer

Firm
Snyder and Butler CPAS PLLC
Address
1166 E Warner Rd STE 213, Gilbert, AZ 85296
Preparer
Rhett A Butler
Phone
4803397147
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of properties sold $2116087”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of properties sold $2116087”

Raw XML AppendixShowing 400 of 556 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0710400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0325856
IRS990/AccountsReceivableGrp/BOYAmt058389
IRS990/AccountsReceivableGrp/EOYAmt048418
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO INCREASE THE SUPPLY OF PERMANENTLY AFFORDABLE HOUSING WHILE DEVELOPING AND SUPPORTING HOMEBUYERS THROUGH INNOVATIVE PROGRAMS AND PARTNERSHIPS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0230
IRS990/AdvertisingGrp/ProgramServicesAmt02100
IRS990/AdvertisingGrp/TotalAmt02330
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt088220
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01603
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02039
IRS990/AllOtherExpensesGrp/TotalAmt03642
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0The Organization
IRS990/BooksInCareOfDetail/PhoneNum04805171589
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0511 WEST UNIVERSITY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tempe
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085281
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0559170
IRS990/CashNonInterestBearingGrp/EOYAmt0283264
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016720
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt076165
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt092885
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01737
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04476
IRS990/ConferencesMeetingsGrp/TotalAmt06213
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0244963
IRS990/ContractorCompensationGrp/CompensationAmt1206305
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 1876
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1955 W Chandler Blvd Suite 3
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Gilbert
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Chandler
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085299
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd185225
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Broadhead Contracting LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Mills Design Group
IRS990/ContractorCompensationGrp/ServicesDesc0Contractor
IRS990/ContractorCompensationGrp/ServicesDesc1Contractor
IRS990/CostOfGoodsSoldAmt02116087
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01025232
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0133
IRS990/CYOtherExpensesAmt0176456
IRS990/CYOtherRevenueAmt0154636
IRS990/CYProgramServiceRevenueAmt0280013
IRS990/CYRevenuesLessExpensesAmt0813438
IRS990/CYSalariesCompEmpBnftPaidAmt0470120
IRS990/CYTotalExpensesAmt0646576
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01460014
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01185350
IRS990/DeferredRevenueGrp/EOYAmt0766164
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03327
IRS990/DepreciationDepletionGrp/TotalAmt03327
IRS990/Desc0COMMUNITY LAND TRUST - Acquired / rehabilitated homes and sold them to eligible low-income, first time homebuyers through Newtowns Community Land Trust (CLT) program. Newtown currently has 129 CLT properties in Chandler, Glendale, Scottsdale, and Tempe, AZ. Newtown provides ongoing stewardship of the properties and support for the CLT homeowners.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0302302
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015030
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt022574
IRS990/FeesForServicesAccountingGrp/TotalAmt037604
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0558
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt026122
IRS990/FeesForServicesOtherGrp/TotalAmt026680
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Greg Wessel
IRS990/Form990PartVIISectionAGrp/PersonNm1Clara Ali
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Richwine
IRS990/Form990PartVIISectionAGrp/PersonNm3Corey Woods
IRS990/Form990PartVIISectionAGrp/PersonNm4Margaret Hunnicutt
IRS990/Form990PartVIISectionAGrp/PersonNm5Brenda Ayers
IRS990/Form990PartVIISectionAGrp/PersonNm6Barbara Dowling
IRS990/Form990PartVIISectionAGrp/PersonNm7Dyanne Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm8Kirk Kobert
IRS990/Form990PartVIISectionAGrp/PersonNm9Guillermo Loaiza
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeffrey Miller
IRS990/Form990PartVIISectionAGrp/PersonNm11Justin Simon
IRS990/Form990PartVIISectionAGrp/PersonNm12Doreen Duran
IRS990/Form990PartVIISectionAGrp/PersonNm13Allen Carlson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1391546
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0937012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03576101
IRS990/GrossSalesOfInventoryAmt02267450
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01323
IRS990/InsuranceGrp/ProgramServicesAmt021243
IRS990/InsuranceGrp/TotalAmt022566
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01436822
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01333703
IRS990/InvestmentIncomeGrp/ExclusionAmt0133
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053575
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05284319
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05970486
IRS990/LandBldgEquipCostOrOtherBssAmt06024061
IRS990/LegalDomicileStateCd0AZ
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO INCREASE THE SUPPLY OF PERMANENTLY AFFORDABLE HOUSING WHILE DEVELOPING AND SUPPORTING HOMEBUYERS THROUGH INNOVATIVE PROGRAMS AND PARTNERSHIPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05481444
IRS990/NetAssetsOrFundBalancesEOYAmt06294882
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0151363
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0151363
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02155
IRS990/OccupancyGrp/ProgramServicesAmt026362
IRS990/OccupancyGrp/TotalAmt028517
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03954
IRS990/OfficeExpensesGrp/ProgramServicesAmt012240
IRS990/OfficeExpensesGrp/TotalAmt016194
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06708
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034268
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040976
IRS990/OtherExpensesGrp/Desc0Dues and subscriptions
IRS990/OtherExpensesGrp/Desc1Rental Property Expenses
IRS990/OtherExpensesGrp/Desc2Credit reports
IRS990/OtherExpensesGrp/Desc3Equipment rental & Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0309
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1395
IRS990/OtherExpensesGrp/ProgramServicesAmt09045
IRS990/OtherExpensesGrp/ProgramServicesAmt19174
IRS990/OtherExpensesGrp/ProgramServicesAmt26909
IRS990/OtherExpensesGrp/ProgramServicesAmt33551
IRS990/OtherExpensesGrp/TotalAmt09354
IRS990/OtherExpensesGrp/TotalAmt19174
IRS990/OtherExpensesGrp/TotalAmt26909
IRS990/OtherExpensesGrp/TotalAmt33946
IRS990/OtherLiabilitiesGrp/BOYAmt04231
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03273
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03273
IRS990/OtherRevenueTotalAmt03273
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062272
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0240574
IRS990/OtherSalariesAndWagesGrp/TotalAmt0302846
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt031577
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt032163
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07473
IRS990/PayrollTaxesGrp/ProgramServicesAmt025940
IRS990/PayrollTaxesGrp/TotalAmt033413
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0302505
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0597
IRS990/PrincipalOfficerNm0Allen Carlson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522298
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0Program Fees
IRS990/ProgramServiceRevenueGrp/Desc1Rental Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0215038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt164975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0215038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164975
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME BUYER ASSISTANCE/HOUSING COUNSELING- Provided homebuyer education, homeownership counseling, credit counseling, financial coaching, and foreclosure prevention counseling to 784 clients. 2,727 households completed a homebuyer education class, homeowner workshop, or financial literacy workshop.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0223807
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0215038
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0654208
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02744
IRS990/PYInvestmentIncomeAmt0160
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0148469
IRS990/PYOtherRevenueAmt0-106980
IRS990/PYProgramServiceRevenueAmt0320874
IRS990/PYRevenuesLessExpensesAmt0334176
IRS990/PYSalariesCompEmpBnftPaidAmt0382873
IRS990/PYTotalExpensesAmt0534086
IRS990/PYTotalRevenueAmt0868262
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0813438
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03204462
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01025232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0654208

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,733,601
Liabilities
$1,438,719
Net assets
$6,294,882
Revenue
$1,460,014
Expenses
$646,576
Net income
$813,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.2$8.15$19.0$6.47$1.75$4.72
2024Detailed filing. Detailed filing data is available for this year.$21.2$6.87$14.3$4.66$2.89$1.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$6.79$12.5$4.37$2.02$2.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.31$10.2$2.74$0.74$2.00
2021Detailed filing. Detailed filing data is available for this year.$10.4$2.20$8.19$1.41$0.63$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$1.22$7.42$0.70$0.67$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.45$1.05$7.39$1.01$0.65$0.36
2018Detailed filing. Detailed filing data is available for this year.$8.06$0.49$7.58$1.94$0.66$1.28
2017Detailed filing. Detailed filing data is available for this year.$7.73$1.44$6.29$1.46$0.65$0.81
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$2.25$5.48$0.87$0.53$0.33
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$1.72$5.15$1.00$0.59$0.41
2014Detailed filing. Detailed filing data is available for this year.$6.80$2.06$4.74$1.36$0.74$0.63
2013Summary only. Only limited summary data is available for this year.$6.64$2.53$4.11$1.05$0.57$0.48
2012Summary only. Only limited summary data is available for this year.$5.31$1.67$3.64$1.11$0.66$0.45
2011Summary only. Only limited summary data is available for this year.$5.07$1.88$3.19$0.79$0.65$0.15