NORTHWEST AFFORDABLE HOUSING INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: NORTHWEST AFFORDABLE HOUSING INC (EIN 39-1848899)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-15
IRS object ID: 201222289349303672
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-15T16:02:46-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	410746749	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	435 JULIE STREET	AddressLine1
City	TOMAH	City
State	WI	State
ZIP Code	54660	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391848899	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	NORTHWEST AFFORDABLE HOUSING INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NORT	NameControl
Phone	7156352197	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 S RIVER STREET	AddressLine1
City	SPOONER	City
State	WI	State
ZIP Code	54801	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARIANN LEE	Name
Title	FISCAL MANAGER	Title
Phone	7156352197	Phone
Date Signed	2012-08-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LOUIS ZANON CPA	Name
PTIN	P00240660	PTIN
Phone	6083722177	Phone
Date Prepared	2012-08-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	MARIANN LEE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1400 S RIVER STREET	AddressLine1
City	SPOONER	City
State	WI	State
ZIP Code	54801	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	142378	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1996	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING IN THE PUBLIC INTEREST.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	235025	ContributionsGrantsPriorYear
Contributions Grants Current Year	140134	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	10	InvestmentIncomePriorYear
Investment Income Current Year	6	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2260	OtherRevenuePriorYear
Other Revenue Current Year	2238	OtherRevenueCurrentYear
Total Revenue Prior Year	237295	TotalRevenuePriorYear
Total Revenue Current Year	142378	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	7627	SalariesEtcPriorYear
Salaries Etc Current Year	4337	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	49929	OtherExpensePriorYear
Other Expenses Current Year	21160	OtherExpensesCurrentYear
Total Expenses Prior Year	57556	TotalExpensesPriorYear
Total Expenses Current Year	25497	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	179739	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	116881	RevenuesLessExpensesCY
Total Assets BOY	830239	TotalAssetsBOY
Total Assets EOY	912365	TotalAssetsEOY
Total Liabilities BOY	182625	TotalLiabilitiesBOY
Total Liabilities EOY	147870	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	647614	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	764495	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE SAFE, DECENT HOUSING WITH SECURITY FROM DISPLACEMENT TO LOW TO MODERATE INCOME HOUSEHOLDS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	25497	Expense
Description	TO PROVIDE HOUSING ASSISTANCE FOR LOW INCOME INDIVIDUALS	Description
Total Program Service Expense	25497	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	0	ConflictOfInterestPolicy
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MARIANN LEE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	7156352197	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1400 S RIVER ST	AddressLine1
City	SPOONER	City
State	WI	State
ZIP Code	54801	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
TRINKE MCNURLIN
SECRETARY	1.00	X	0	0	0
PHILLIP LINDEMAN
DIRECTOR	1.00	X	0	0	0
SCOTT FILBERT
DIRECTOR	1.00	X	0	0	0
GERALD LUKE
DIRECTOR	1.00	X	0	0	0
SHELDON JOHNSON
PRESIDENT	2.00		0	0	0	X
BONNIE CARLSON
VICE-PRESIDENT	1.00		0	0	0	X
KATHY BERNDT
TREASURER	1.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Federated Campaigns	124271	FederatedCampaigns
Government Grants	15863	GovernmentGrants
Total Contributions	140134	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6	TotalRevenueColumn
Related Or Exempt Function Income	6	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	NON-OPERATING REVENUE	Description
Business Code	900099	BusinessCode
Total Revenue Column	2238	TotalRevenueColumn
Related Or Exempt Function Income	2238	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	2238	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	142378	TotalRevenueColumn
Related Or Exempt Function Income	2244	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	4337	Total
Program Services	4337	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1754	Total
Program Services	1754	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	8752	Total
Program Services	8752	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	262	Total
Program Services	262	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	23	Total
Program Services	23	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	1997	Total
Program Services	1997	ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
INDIRECT COSTS	7120	7120
CONTRACTUAL EXPENSE	1222	1222
TRAINING	30	30

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	25497	Total
Program Services	25497	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	39421	BOY
EOY	8235	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	27316	BOY
EOY	58712	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	763502	BOY
EOY	845418	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	830239	BOY
EOY	912365	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	150201	BOY
EOY	145348	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	32424	BOY
EOY	2522	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	182625	BOY
EOY	147870	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6848	BOY
EOY	5561	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	640766	BOY
EOY	758934	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	647614	BOY
EOY	764495	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	830239	BOY
EOY	912365	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	116881	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	85974	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	256769	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	212111	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	235025	CurrentTaxYearMinus1Year
Current Tax Year	140134	CurrentTaxYear
Total	930013	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	85974	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	256769	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	212111	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	235025	CurrentTaxYearMinus1Year
Current Tax Year	140134	CurrentTaxYear
Total	930013	Total

Field	Value	IRS element (for citing)
Public Support Total170	930013	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	22	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	23	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10	CurrentTaxYearMinus1Year
Current Tax Year	6	CurrentTaxYear
Total	69	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	3066	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2260	CurrentTaxYearMinus1Year
Current Tax Year	2238	CurrentTaxYear
Total	7564	Total

Field	Value	IRS element (for citing)
Total Support	937646	TotalSupport
Public Support Pertcentage170	0.99190	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.99080	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	NO REVIEW WILL BE CONDUCTED
FORM 990, PART VI, SECTION C, LINE 18	NORTHWEST WISCONSIN AFFORDABLE HOUSING MAKES ITS FORM 990 AVAILBALE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	NORTHWEST WISCONSIN AFFORDABLE HOUSING MAKES ITS GOVERNING DOCUMENT, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.