Civic Intelligence

Seventy-Five State Street

990 • Fiscal year 2015 • EIN 01-0211791

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

Organization Profilewww.75State.org

View Organization Page

Refreshing map…

75 State StreetPortland, ME 04101

(207) 772-2675

Siviq Scores

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

Liabilities / Assets

70th percentile

0.48x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.93x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

25th percentile

-2.7%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$136,107

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

11th percentile

-8.2%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

6.0%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$10,950,614

Down $982,428 (-8.2%) from 2014

Net Assets

Down

$5,672,678

Down $803,772 (-12%) from 2014

Liabilities

Down

$5,277,936

Down $178,656 (-3.3%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin25th percentile

Revenue

Up

$5,700,332

Up $322,262 (+6.0%) from 2014

Expenses

Up

$5,851,485

Up $3,109 (+0.1%) from 2014

Net Income

Up

-$151,153

Up $319,153 (+68%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$30M$20M$10M$0Assets 2010: $14,132,944Liabilities 2010: $7,009,980Net Assets 2010: $7,122,9642010Assets 2011: $13,266,683Liabilities 2011: $7,026,329Net Assets 2011: $6,240,3542011Assets 2012: $13,306,021Liabilities 2012: $6,883,047Net Assets 2012: $6,422,9742012Assets 2013: $13,614,382Liabilities 2013: $6,748,028Net Assets 2013: $6,866,3542013Assets 2014: $11,933,042Liabilities 2014: $5,456,592Net Assets 2014: $6,476,4502014Assets 2015: $10,950,614Liabilities 2015: $5,277,936Net Assets 2015: $5,672,6782015Assets 2016: $10,383,705Liabilities 2016: $4,998,332Net Assets 2016: $5,385,3732016Assets 2017: $10,490,253Liabilities 2017: $4,466,783Net Assets 2017: $6,023,4702017Assets 2018: $9,942,481Liabilities 2018: $4,241,208Net Assets 2018: $5,701,2732018Assets 2019: $11,081,651Liabilities 2019: $4,812,071Net Assets 2019: $6,269,5802019Assets 2020: $11,369,641Liabilities 2020: $4,545,310Net Assets 2020: $6,824,3312020Assets 2021: $13,728,048Liabilities 2021: $6,237,764Net Assets 2021: $7,490,2842021Assets 2022: $18,028,427Liabilities 2022: $10,287,268Net Assets 2022: $7,741,1592022Assets 2023: $19,050,060Liabilities 2023: $10,162,666Net Assets 2023: $8,887,3942023Assets 2024: $26,609,219Liabilities 2024: $16,022,862Net Assets 2024: $10,586,3572024

Highlighted filing

2015

Assets$10,950,614
Liabilities$5,277,936
Net Assets$5,672,678
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,613,3582010Expenses 2011: $5,468,4332011Expenses 2012: $5,491,8282012Revenue 2013: $5,650,769Expenses 2013: $5,577,886Net Income 2013: $72,8832013Revenue 2014: $5,378,070Expenses 2014: $5,848,376Net Income 2014: -$470,3062014Revenue 2015: $5,700,332Expenses 2015: $5,851,485Net Income 2015: -$151,1532015Revenue 2016: $5,489,096Expenses 2016: $5,866,069Net Income 2016: -$376,9732016Revenue 2017: $6,019,066Expenses 2017: $5,884,980Net Income 2017: $134,0862017Revenue 2018: $6,416,985Expenses 2018: $6,224,220Net Income 2018: $192,7652018Revenue 2019: $6,620,421Expenses 2019: $6,617,607Net Income 2019: $2,8142019Revenue 2020: $7,392,303Expenses 2020: $7,050,694Net Income 2020: $341,6092020Revenue 2021: $7,315,171Expenses 2021: $7,359,671Net Income 2021: -$44,5002021Revenue 2022: $9,274,077Expenses 2022: $8,287,273Net Income 2022: $986,8042022Revenue 2023: $9,233,172Expenses 2023: $8,693,728Net Income 2023: $539,4442023Revenue 2024: $10,498,958Expenses 2024: $9,120,885Net Income 2024: $1,378,0732024

Highlighted filing

2015

Revenue$5,700,332
Expenses$5,851,485
Net Income-$151,153
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$5,903,316
Mission and Program Overview

Mission

To promote the independence, dignity, and individuality of older people of all financial abilities by offering stimulating and supportive programs and services in a gracious, urban, residential setting.

Residential Care Facility

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,942,480$5,492,553▼ $449,927
Investments in Publicly Traded Securities$4,942,284$4,575,082▼ $367,202
Investments Other Securities$182,952$168,688▼ $14,264
Savings and Temporary Cash Investments$285,338$148,689▼ $136,649
Accounts Receivable$113,425$113,264▼ $161
Intangible Assets$81,596$76,476▼ $5,120
Cash and Non-Interest-Bearing Accounts$68,269$60,110▼ $8,159
Prepaid Expenses and Deferred Charges$21,944$23,922▲ $1,978
Inventories for Sale or Use$9,400$6,900▼ $2,500
Total Assets$11,933,042$10,950,614▼ $982,428
Other Assets Total$285,354$284,930▼ $424
Liabilities
Tax Exempt Bond Liabilities$4,619,903$4,248,066▼ $371,837
Mortgage Notes Payable Secured by Investment Property$243,770$480,400▲ $236,630
Accounts Payable and Accrued Expenses$524,725$475,187▼ $49,538
Deferred Revenue$40,118$39,936▼ $182
Other Liabilities$18,410$24,139▲ $5,729
Escrow Account Liability$9,666$10,208▲ $542
Total Liabilities$5,456,592$5,277,936▼ $178,656
Net Assets / Fund Balance
Unrestricted Net Assets$5,570,515$4,766,743▼ $803,772
Permanently Rstr Net Assets$855,319$855,319→ $0
Temporarily Rstr Net Assets$50,616$50,616→ $0
Total Net Assets Fund Balance$6,476,450$5,672,678▼ $803,772
Total Liabilities and Net Assets / Fund Balance$11,933,042$10,950,614▼ $982,428

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,455,152$8,641,072$13,096,224
Equipment$291,066$721,542$1,012,608
Land$622,046-$622,046
Other Land Buildings$124,289$256,511$380,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,380,494-▼ $162,273$364,000$4,854,221
2014$6,153,616-▲ $256,878$1,030,000$5,380,494
2013$5,799,151-▲ $924,465$570,000$6,153,616
2012$5,473,940-▲ $589,211$264,000$5,799,151
2011$5,895,337-▼ $156,397$265,000$5,473,940
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony ForgionePresident/CEOPT$115,528$20,579$136,107

Board Members and Trustees

NameTitle
Paula BanksChair
Sean DuganVice Chair
Charles HascallTrustee
Dana TotmanTrustee
Jane HubbellTrustee
Jennifer SchumacherTrustee
Nancy WhitehouseTrustee
Noel GenovaTrustee
Peter BassTrustee
Regi RobnettTrustee
Elwood FoyePast Treasurer
Robert MeekenSecretary
Caleb BellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,708
Program Service Revenue
$5,148,295
Investment Income
$515,329
Other Revenue
$0
All Other Contributions
$36,708
Change in Net Assets
$-151,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,672,332
Revenue Not Reported on Financial Statements
$28,000
Revenue Not Reported on Form 990
$-652,619
Total Revenue per Audited Statements
$5,019,713
Total Revenue per Form 990
$5,700,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,592,134
Other Expenses$2,259,351
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,567,093$116,505-$2,683,598
Depreciation Depletion$590,730--$590,730
Other Employee Benefits$552,307$17,106-$569,413
Occupancy$518,851--$518,851
Interest$203,190--$203,190
Payroll Taxes$184,461$18,555-$203,016
Current Officers, Directors, Trustees, and Key Employees-$136,107-$136,107
Office Expenses$67,719$48,350-$116,069
Insurance-$86,349-$86,349
Fees for Services Other$27,608$17,582-$45,190
Advertising$33,711--$33,711
Fees for Services Accounting-$29,069-$29,069
Fees for Service Investment Mgmnt Fees-$28,000-$28,000
Other Expenses$119,648$11,169-$11,169
Travel$5,158--$5,158
Fees for Services Legal-$3,730-$3,730
Total Functional Expenses$5,338,963$512,522$0$5,851,485

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,851,485
Expenses per Audited Statements$5,823,485
Total Expenses per Audited Statements$5,823,485
Expenses Not Reported on Financial Statements$28,000
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Third-Party Payor Settlements$24,139

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMaine Health and Higher Educational Facilities Authority2006-09-07$4,006,704Building and grounds restoration
BMaine Health and Higher Educational Facilities Authority2010-06-24$2,497,150To refinance prior bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,006,704$2,289,726$1,129,248$69,094
B$2,497,150-$1,126,540$51,308

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
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
No
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, Section B, line 11

“The completed Form 990 is presented to the finance committee for review, questions, and comments. The finance committee is a standing committee of the board of trustees. The 990 is then presented to the full board at the next scheduled meeting.”

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

“The conflict of interest policy requires trustees and employees in positions to influence or make decisions to self report any conflict or perceived conflict. The policy is reviewed annually.”

Form 990, Part VI, Section B, line 15A

“The CEO's compensation is set by the board of trustees. The human resources committee (a standing committee of the board), along with the board chair, recommends a salary level to the full board following a performance evaluation process. The recommendation is influenced by the results of the performance review and the results of a formal compensation survey of CEO's in similar organizations.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its business office.”

Filing and Contact Details

Filer

Filer Name
Seventy-Five State Street
EIN
01-0211791
Phone
2077722675
Address
75 State Street, Portland, ME 04101

Signing Officer

Name
Anthony Forgione
Title
President/CEO
Phone
2077722675
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Forgione
Formed
1854
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
176
Volunteers
45

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Joseph R Byrne CPA
Phone
2077752387
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 10: Land, Buildings, and Equipment

“Section 1.263(a)-3(n) Election: Seventy-Five State Street 75 State Street Portland, ME 04101 EIN 01-0211791 Seventy-Five State Street is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).”

Financial Statement Notes

Part IV, Line 2B:

“The Organization maintains custodial funds for residents and participants in the Organization's adult day care program. The funds are reported as a liability on Form 990, Part X, line 21.”

Part V, Line 4:

“The intended use of the Organization's endowment funds is to supplement revenue to cover operating expenses related to participation in Mainecare.”

Raw XML AppendixShowing 400 of 663 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0524725
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0475187
IRS990/AccountsReceivableGrp/BOYAmt0113425
IRS990/AccountsReceivableGrp/EOYAmt0113264
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Residential Care Facility
IRS990/AdvertisingGrp/ProgramServicesAmt033711
IRS990/AdvertisingGrp/TotalAmt033711
IRS990/AllOtherContributionsAmt036708
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Julie Lemieux
IRS990/BooksInCareOfDetail/PhoneNum02077722675
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt075 State Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004101
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt068269
IRS990/CashNonInterestBearingGrp/EOYAmt060110
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0136107
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0136107
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt036708
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0515329
IRS990/CYOtherExpensesAmt02259351
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05148295
IRS990/CYRevenuesLessExpensesAmt0-151153
IRS990/CYSalariesCompEmpBnftPaidAmt03592134
IRS990/CYTotalExpensesAmt05851485
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05700332
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt040118
IRS990/DeferredRevenueGrp/EOYAmt039936
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0590730
IRS990/DepreciationDepletionGrp/TotalAmt0590730
IRS990/Desc0To provide a residential care (69 beds) and independent living (85 apartments) facility for the elderly in the Cumberland County area.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0176
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt09666
IRS990/EscrowAccountLiabilityGrp/EOYAmt010208
IRS990/ExpenseAmt05338963
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029069
IRS990/FeesForServicesAccountingGrp/TotalAmt029069
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03730
IRS990/FeesForServicesLegalGrp/TotalAmt03730
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017582
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt027608
IRS990/FeesForServicesOtherGrp/TotalAmt045190
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt028000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1329.00
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/OfficerInd5X
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/OtherCompensationAmt1320579
IRS990/Form990PartVIISectionAGrp/PersonNm0Paula Banks
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Bass
IRS990/Form990PartVIISectionAGrp/PersonNm2Caleb Bell
IRS990/Form990PartVIISectionAGrp/PersonNm3Sean Dugan
IRS990/Form990PartVIISectionAGrp/PersonNm4Elwood Foye
IRS990/Form990PartVIISectionAGrp/PersonNm5Noel Genova
IRS990/Form990PartVIISectionAGrp/PersonNm6Charles Hascall
IRS990/Form990PartVIISectionAGrp/PersonNm7Jane Hubbell
IRS990/Form990PartVIISectionAGrp/PersonNm8Robert Meeken
IRS990/Form990PartVIISectionAGrp/PersonNm9Dana Totman
IRS990/Form990PartVIISectionAGrp/PersonNm10Jennifer Schumacher
IRS990/Form990PartVIISectionAGrp/PersonNm11Regi Robnett
IRS990/Form990PartVIISectionAGrp/PersonNm12Nancy Whitehouse
IRS990/Form990PartVIISectionAGrp/PersonNm13Anthony Forgione
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/ReportableCompFromOrgAmt13115528
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/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13President/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01854
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-3017
IRS990/GainOrLossGrp/SecuritiesAmt0374586
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0574553
IRS990/GrossReceiptsAmt05903316
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt086349
IRS990/InsuranceGrp/TotalAmt086349
IRS990/IntangibleAssetsGrp/BOYAmt081596
IRS990/IntangibleAssetsGrp/EOYAmt076476
IRS990/InterestGrp/ProgramServicesAmt0203190
IRS990/InterestGrp/TotalAmt0203190
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09400
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06900
IRS990/InvestmentIncomeGrp/ExclusionAmt0143760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0143760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0182952
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0168688
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04942284
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04575082
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09619125
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05942480
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05492553
IRS990/LandBldgEquipCostOrOtherBssAmt015111678
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03017
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0199967
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To promote the independence, dignity, and individuality of older people of all financial abilities by offering stimulating and supportive programs and services in a gracious, urban, residential setting.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0243770
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0480400
IRS990/NetAssetsOrFundBalancesBOYAmt06476450
IRS990/NetAssetsOrFundBalancesEOYAmt05672678
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0371569
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0371569
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-652619
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0518851
IRS990/OccupancyGrp/TotalAmt0518851
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048350
IRS990/OfficeExpensesGrp/ProgramServicesAmt067719
IRS990/OfficeExpensesGrp/TotalAmt0116069
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0285354
IRS990/OtherAssetsTotalGrp/EOYAmt0284930
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017106
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0552307
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0569413
IRS990/OtherExpensesGrp/Desc0Food Expenses
IRS990/OtherExpensesGrp/Desc1Service Provider Tax
IRS990/OtherExpensesGrp/Desc2Bad Debt Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011169
IRS990/OtherExpensesGrp/ProgramServicesAmt0468487
IRS990/OtherExpensesGrp/ProgramServicesAmt1119648
IRS990/OtherExpensesGrp/TotalAmt0468487
IRS990/OtherExpensesGrp/TotalAmt1119648
IRS990/OtherExpensesGrp/TotalAmt211169
IRS990/OtherLiabilitiesGrp/BOYAmt018410
IRS990/OtherLiabilitiesGrp/EOYAmt024139
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0116505
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02567093
IRS990/OtherSalariesAndWagesGrp/TotalAmt02683598
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018555
IRS990/PayrollTaxesGrp/ProgramServicesAmt0184461
IRS990/PayrollTaxesGrp/TotalAmt0203016
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0855319
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0855319
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021944
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023922
IRS990/PrincipalOfficerNm0Anthony Forgione
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0Resident Service Reven
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous
IRS990/ProgramServiceRevenueGrp/Desc2Contractual Adjustment
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06271401
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14007
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2-1127113
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06271401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-1127113
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt039278
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0209512
IRS990/PYOtherExpensesAmt02334747
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05129280
IRS990/PYRevenuesLessExpensesAmt0-470306
IRS990/PYSalariesCompEmpBnftPaidAmt03513629
IRS990/PYTotalExpensesAmt05848376
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05378070
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-151153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05148295
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0285338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148689
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01597
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02021
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt02820
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt081465
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0102998
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0190901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0112550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0152977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363977
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0143760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0146772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0135356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0152690
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0140161
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0718739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05148295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05129280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05045443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04928661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04566451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024818130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0143760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0146772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0135356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0152690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0140161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0718739
IRS990ScheduleA/InvestmentIncomeCYPct00.02770
IRS990ScheduleA/InvestmentIncomePYPct00.02760
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92650
IRS990ScheduleA/PublicSupportPY509Pct00.93670
IRS990ScheduleA/PublicSupportTotal509Amt023997151
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0429377
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0149688
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0148073
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0223356
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0234462
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01184956
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0427780
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0147667
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0145253
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0141891
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0131464
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0994055
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05185003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05168558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05067907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05041211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04719428
IRS990ScheduleA/Total509Grp/TotalAmt025182107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05328763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05315330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05203263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05193901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04859589
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025900846
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,950,614
Liabilities
$5,277,936
Net assets
$5,672,678
Revenue
$5,700,332
Expenses
$5,851,485
Net income
-$151,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$16.0$10.6$10.5$9.12$1.38
2023Detailed filing. Detailed filing data is available for this year.$19.1$10.2$8.89$9.23$8.69$0.54
2022Detailed filing. Detailed filing data is available for this year.$18.0$10.3$7.74$9.27$8.29$0.99
2021Detailed filing. Detailed filing data is available for this year.$13.7$6.24$7.49$7.32$7.36$0.04
2020Detailed filing. Detailed filing data is available for this year.$11.4$4.55$6.82$7.39$7.05$0.34
2019Detailed filing. Detailed filing data is available for this year.$11.1$4.81$6.27$6.62$6.62$0.00
2018Detailed filing. Detailed filing data is available for this year.$9.94$4.24$5.70$6.42$6.22$0.19
2017Detailed filing. Detailed filing data is available for this year.$10.5$4.47$6.02$6.02$5.88$0.13
2016Detailed filing. Detailed filing data is available for this year.$10.4$5.00$5.39$5.49$5.87$0.38
2015Detailed filing. Detailed filing data is available for this year.$11.0$5.28$5.67$5.70$5.85$0.15
2014Detailed filing. Detailed filing data is available for this year.$11.9$5.46$6.48$5.38$5.85$0.47
2013Detailed filing. Detailed filing data is available for this year.$13.6$6.75$6.87$5.65$5.58$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$6.88$6.42$5.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$7.03$6.24$5.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$7.01$7.12$5.61