Civic Intelligence

Heartwood Resources

990 • Fiscal year 2017 • EIN 93-1329192

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileWWW.HEARTWOODRESOURCES.ORG
605 SE Kane StreetRoseburg, OR 97470

(541) 673-4909

Siviq Scores

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

Liabilities / Assets

97th percentile

1.96x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.88x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

99th percentile

$142,429

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$196,101

Down $534 (-0.3%) from 2016

Net Assets

Up

-$187,295

Up $12,972 (+6.5%) from 2016

Liabilities

Down

$383,396

Down $13,506 (-3.4%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin49th percentile

Revenue

Down

$433,352

Down $56,138 (-11%) from 2016

Expenses

Down

$420,380

Down $57,542 (-12%) from 2016

Net Income

Up

$12,972

Up $1,404 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0-$500KAssets 2010: $234,387Liabilities 2010: $551,057Net Assets 2010: -$316,6702010Assets 2011: $246,281Liabilities 2011: $523,383Net Assets 2011: -$277,1022011Assets 2012: $204,770Liabilities 2012: $494,324Net Assets 2012: -$289,5542012Assets 2013: $204,810Liabilities 2013: $469,049Net Assets 2013: -$264,2392013Assets 2014: $201,626Liabilities 2014: $458,661Net Assets 2014: -$257,0352014Assets 2015: $201,558Liabilities 2015: $413,393Net Assets 2015: -$211,8352015Assets 2016: $196,635Liabilities 2016: $396,902Net Assets 2016: -$200,2672016Assets 2017: $196,101Liabilities 2017: $383,396Net Assets 2017: -$187,2952017Assets 2018: $180,749Liabilities 2018: $398,768Net Assets 2018: -$218,0192018Assets 2019: $355,650Liabilities 2019: $510,527Net Assets 2019: -$154,8772019Assets 2020: $466,779Liabilities 2020: $506,683Net Assets 2020: -$39,9042020Assets 2022: $327,134Liabilities 2022: $261,136Net Assets 2022: $65,9982022Assets 2023: $296,607Liabilities 2023: $279,260Net Assets 2023: $17,3472023Assets 2024: $274,001Liabilities 2024: $232,060Net Assets 2024: $41,9412024

Highlighted filing

2017

Assets$196,101
Liabilities$383,396
Net Assets-$187,295
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $316,7552010Expenses 2011: $331,0092011Expenses 2012: $375,3762012Revenue 2013: $372,697Expenses 2013: $347,382Net Income 2013: $25,3152013Revenue 2014: $377,983Expenses 2014: $370,779Net Income 2014: $7,2042014Revenue 2015: $408,109Expenses 2015: $362,909Net Income 2015: $45,2002015Revenue 2016: $489,490Expenses 2016: $477,922Net Income 2016: $11,5682016Revenue 2017: $433,352Expenses 2017: $420,380Net Income 2017: $12,9722017Revenue 2018: $458,198Expenses 2018: $488,922Net Income 2018: -$30,7242018Revenue 2019: $587,334Expenses 2019: $524,192Net Income 2019: $63,1422019Revenue 2020: $521,990Expenses 2020: $423,049Net Income 2020: $98,9412020Revenue 2022: $618,517Expenses 2022: $576,436Net Income 2022: $42,0812022Revenue 2023: $565,501Expenses 2023: $614,152Net Income 2023: -$48,6512023Revenue 2024: $562,871Expenses 2024: $538,277Net Income 2024: $24,5942024

Highlighted filing

2017

Revenue$433,352
Expenses$420,380
Net Income$12,972
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$433,352
Mission and Program Overview

Mission

NONE

To provide low cost building materials to individuals by selling recycled building material.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$172,117$165,006▼ $7,111
Cash and Non-Interest-Bearing Accounts$22,291$22,757▲ $466
Accounts Receivable$1,227$7,225▲ $5,998
Inventories for Sale or Use$1,000$1,113▲ $113
Total Assets$196,635$196,101▼ $534
Liabilities
Accounts Payable and Accrued Expenses$301,275$293,629▼ $7,646
Mortgage Notes Payable Secured by Investment Property$95,627$89,767▼ $5,860
Total Liabilities$396,902$383,396▼ $13,506
Net Assets / Fund Balance
Unrestricted Net Assets$-200,267$-187,295▲ $12,972
Total Net Assets Fund Balance$-200,267$-187,295▲ $12,972
Total Liabilities and Net Assets / Fund Balance$196,635$196,101▼ $534

Asset Categories

AssetBook ValueDepreciationBasis
Land$150,000-$150,000
Equipment$5,824$35,646$41,470
Buildings$9,182$23,086$32,268
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Merten Bangemann-johnsonCEOPT$142,429$142,429

Board Members and Trustees

NameTitle
Jacob WinnBoard Chair
Deb LightcapVice Chair
David MorrisonBoard Member
Elin MillerBoard Member
Forton a ChristofferBoard Member
Leesa CobbBoard Member
Nancy SoutherlandBoard Member
Nikki BartramBoard Member
Gaudalupe MendozaOutgoing Board Member
Robert PaulOutgoing Secretary
Gary MurphyOutgoing Treasurer
Betti ManfreSecretary
Randall MasonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$428,353
Investment Income
$0
Other Revenue
$4,999
Change in Net Assets
$12,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$257,592
Other Expenses$162,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,232$45,173-$196,405
Office Expenses$23,520$38,063-$61,583
Occupancy$37,775$1,988-$39,763
Other Employee Benefits$23,016$6,875-$29,891
Payroll Taxes$19,069$5,696-$24,765
Fees for Services Other$13,771$725-$14,496
Insurance$13,194$694-$13,888
Information Technology$6,067$1,271-$7,338
Pension Plan Contributions$5,029$1,502-$6,531
Depreciation Depletion$4,856$256-$5,112
Interest$4,453--$4,453
Travel$2,896$152-$3,048
Fees for Services Accounting$580$2,320-$2,900
Advertising$945$236-$1,181
All Other Expenses$561$30-$591
Other Expenses$401$100-$501
Total Functional Expenses$314,573$105,807$0$420,380
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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 will be reviewed and approved by the ceo and the board before signing and mailing.”

Form 990, Part VI, Section B, Line 12C

“Monthly board meetings to discuss operations of heartwood and discuss policies.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Heartwood Resources
EIN
93-1329192
Phone
5416734909
Address
605 SE KANE STREET, ROSEBURG, OR 97470

Signing Officer

Name
Merten Bangemann-johnson
Title
Executive Director
Phone
5416734909
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merten Bangemann-johnson
Formed
2002
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
10

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee responsible for the oversight of the audit as well as the selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Nwu has applied for and received a determination letter from the internal revenue service ("irs") to be treated as a tax-exempt entity pursuant to section 501(c)(3) of the internal revenue code and did not have any unrelated business income for the year ended december 31, 2017. Due to its tax-exempt status, nwu is not subject to income taxes. Nwu is required to file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and nwu has no other tax positions which must be considered for disclosure. While no income tax returns are currently being examined by the irs, tax years since 2014 are subject to examination by the irs. The affiliates are pass-through entities for income tax purposes and, are not subject to income taxes. All items of taxable income, deductions and tax credits are passed through to and are reported by their owners on their respective income tax returns. The affiliates' federal tax status as pass-through entities is based on their legal status. The affiliates are required to file tax returns with the internal revenue service ("irs") and other taxing authorities. Accordingly, these consolidated financial statements do not reflect a provision for income taxes and the affiliates have no other tax positions which must be considered for disclosure.”

Raw XML AppendixShowing 400 of 693 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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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW COST BUILDING MATERIALS TO INDIVIDUALS BY SELLING RECYCLED BUILDING MATERIAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt095627
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt089767
IRS990/NetAssetsOrFundBalancesBOYAmt0-200267
IRS990/NetAssetsOrFundBalancesEOYAmt0-187295
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01988
IRS990/OccupancyGrp/ProgramServicesAmt037775
IRS990/OccupancyGrp/TotalAmt039763
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038063
IRS990/OfficeExpensesGrp/ProgramServicesAmt023520
IRS990/OfficeExpensesGrp/TotalAmt061583
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06875
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023016
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029891
IRS990/OtherExpensesGrp/Desc0LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIP & RENTAL MAINT
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0179
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1495
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt252
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3100
IRS990/OtherExpensesGrp/ProgramServicesAmt03410
IRS990/OtherExpensesGrp/ProgramServicesAmt12802
IRS990/OtherExpensesGrp/ProgramServicesAmt2996
IRS990/OtherExpensesGrp/ProgramServicesAmt3401
IRS990/OtherExpensesGrp/TotalAmt03589
IRS990/OtherExpensesGrp/TotalAmt13297
IRS990/OtherExpensesGrp/TotalAmt21048
IRS990/OtherExpensesGrp/TotalAmt3501
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INTERFUND TRANSFERS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04999
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04999
IRS990/OtherRevenueTotalAmt04999
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045173
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0151232
IRS990/OtherSalariesAndWagesGrp/TotalAmt0196405
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05696
IRS990/PayrollTaxesGrp/ProgramServicesAmt019069
IRS990/PayrollTaxesGrp/TotalAmt024765
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01502
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05029
IRS990/PensionPlanContributionsGrp/TotalAmt06531
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MERTEN BANGEMANN-JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0453310
IRS990/ProgramServiceRevenueGrp/Desc0BUILDING MATERIAL SALE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0428353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0428353
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0192836
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0489490
IRS990/PYRevenuesLessExpensesAmt011568
IRS990/PYSalariesCompEmpBnftPaidAmt0285086
IRS990/PYTotalExpensesAmt0477922
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0489490
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012972
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0433352
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2013 AMOUNT: $ 2,089.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0433352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0489490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0408109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0377983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0369663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02078597
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02089
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02089
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99030
IRS990ScheduleA/PublicSupportTotal509Amt02079542
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0433352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0489490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0408109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0377983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0370608
IRS990ScheduleA/Total509Grp/TotalAmt02079542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0433352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0489490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0408109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0377983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0372697
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02081631
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09182
IRS990ScheduleD/BuildingsGrp/DepreciationAmt023086
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt032268
IRS990ScheduleD/EquipmentGrp/BookValueAmt05824
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035646
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041470
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NWU HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. DUE TO ITS TAX-EXEMPT STATUS, NWU IS NOT SUBJECT TO INCOME TAXES. NWU IS REQUIRED TO FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND NWU HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2014 ARE SUBJECT TO EXAMINATION BY THE IRS. THE AFFILIATES ARE PASS-THROUGH ENTITIES FOR INCOME TAX PURPOSES AND, ARE NOT SUBJECT TO INCOME TAXES. ALL ITEMS OF TAXABLE INCOME, DEDUCTIONS AND TAX CREDITS ARE PASSED THROUGH TO AND ARE REPORTED BY THEIR OWNERS ON THEIR RESPECTIVE INCOME TAX RETURNS. THE AFFILIATES' FEDERAL TAX STATUS AS PASS-THROUGH ENTITIES IS BASED ON THEIR LEGAL STATUS. THE AFFILIATES ARE REQUIRED TO FILE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE ("IRS") AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE AFFILIATES HAVE NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0165006
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED AND APPROVED BY THE CEO AND THE BOARD BEFORE SIGNING AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY BOARD MEETINGS TO DISCUSS OPERATIONS OF HEARTWOOD AND DISCUSS POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt2UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt3UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt4UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt5UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt6UMPQUA COMMUNITY DEVELOPMENT CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt7UMPQUA COMMUNITY DEVELOPMENT CORP

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$196,101
Liabilities
$383,396
Net assets
-$187,295
Revenue
$433,352
Expenses
$420,380
Net income
$12,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$2.32$0.42$5.63$5.38$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$2.79$0.17$5.66$6.14$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$2.61$0.66$6.19$5.76$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$5.07$0.40$5.22$4.23$0.99
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$5.11$1.55$5.87$5.24$0.63
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$3.99$2.18$4.58$4.89$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.96$3.83$1.87$4.33$4.20$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$3.97$2.00$4.89$4.78$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.02$4.13$2.12$4.08$3.63$0.45
2014Detailed filing. Detailed filing data is available for this year.$2.02$4.59$2.57$3.78$3.71$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.05$4.69$2.64$3.73$3.47$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$4.94$2.90$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$5.23$2.77$3.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$5.51$3.17$3.17