Civic Intelligence

Seventy-Five State Street

990 • Fiscal year 2019 • EIN 01-0211791

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profilewww.75State.org

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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

69th percentile

0.43x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.73x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$139,856

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.2%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$11,081,651

Up $1,139,170 (+11%) from 2018

Net Assets

Up

$6,269,580

Up $568,307 (+10.0%) from 2018

Liabilities

Up

$4,812,071

Up $570,863 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin36th percentile

Revenue

Up

$6,620,421

Up $203,436 (+3.2%) from 2018

Expenses

Up

$6,617,607

Up $393,387 (+6.3%) from 2018

Net Income

Down

$2,814

Down $189,951 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$11,081,651
Liabilities$4,812,071
Net Assets$6,269,580
Open 2019 Filing

Operations Trend

Revenue Growth48th 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

2019

Revenue$6,620,421
Expenses$6,617,607
Net Income$2,814
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$9,082,310
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$4,267,087$5,580,958▲ $1,313,871
Investments in Publicly Traded Securities$4,368,078$4,255,492▼ $112,586
Accounts Receivable$293,530$304,856▲ $11,326
Cash and Non-Interest-Bearing Accounts$267,379$221,527▼ $45,852
Investments Other Securities$204,669$204,185▼ $484
Savings and Temporary Cash Investments$159,425$110,176▼ $49,249
Prepaid Expenses and Deferred Charges$23,340$25,454▲ $2,114
Inventories for Sale or Use$6,900$6,901▲ $1
Total Assets$9,942,481$11,081,651▲ $1,139,170
Other Assets Total$352,073$372,102▲ $20,029
Liabilities
Tax Exempt Bond Liabilities$2,904,904$2,448,911▼ $455,993
Mortgage Notes Payable Secured by Investment Property$314,000$1,092,187▲ $778,187
Accounts Payable and Accrued Expenses$780,279$969,453▲ $189,174
Other Liabilities$156,230$169,595▲ $13,365
Escrow Account Liability$60,376$83,133▲ $22,757
Deferred Revenue$25,419$48,792▲ $23,373
Total Liabilities$4,241,208$4,812,071▲ $570,863
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,722,338$5,146,874▲ $424,536
Net Assets With Donor Restrictions$978,935$1,122,706▲ $143,771
Total Net Assets Fund Balance$5,701,273$6,269,580▲ $568,307
Total Liabilities and Net Assets / Fund Balance$9,942,481$11,081,651▲ $1,139,170

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,902,374$10,420,691$13,323,065
Other Land Buildings$1,742,661$313,739$2,056,400
Equipment$313,877$896,144$1,210,021
Land$622,046-$622,046

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,732,172-▲ $964,181$1,126,500$4,569,853
2018$5,241,568-▼ $233,396$276,000$4,732,172
2017$4,841,651-▲ $780,917$381,000$5,241,568
2016$4,854,221-▲ $393,430$406,000$4,841,651
2015$5,380,494-▼ $162,273$364,000$4,854,221
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori MaxwellPast AdministratorFT$126,657$13,199$139,856

Board Members and Trustees

NameTitle
Jennifer CookChair
Neal AllenVice Chair
Sean DuganPast Trustee
David EatonTrustee
Drew AndersonTrustee
Jim RobbinsTrustee
Julia ReddingTrustee
Kate GuareTrustee
Maryann O'RourkeTrustee
Mike VoisineTrustee
Noel GenovaTrustee
Paula JohnsonTrustee
Regi RobnettTrustee
Robert MeekenSecretary
Ed SuslovicTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,984
Program Service Revenue
$6,021,943
Investment Income
$484,494
Other Revenue
$0
All Other Contributions
$113,984
Change in Net Assets
$2,814

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$50,594Stock Market Value
Total Noncash Contributions1$50,594-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,535,121
Revenue Not Reported on Financial Statements
$85,300
Revenue Not Reported on Form 990
$565,493
Total Revenue per Audited Statements
$7,100,614
Total Revenue per Form 990
$6,620,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,972,588
Other Expenses$2,645,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,974,808$101,190-$3,075,998
Depreciation Depletion$545,365--$545,365
Other Employee Benefits$494,226$19,531-$513,757
Office Expenses$214,047$150,649-$364,696
Occupancy$279,578--$279,578
Fees for Services Management-$261,636-$261,636
Payroll Taxes$223,792$19,185-$242,977
Current Officers, Directors, Trustees, and Key Employees-$139,856-$139,856
Interest$112,799--$112,799
Fees for Services Other$82,562$6,913-$89,475
Fees for Service Investment Mgmnt Fees-$85,300-$85,300
Travel$75,866$1,197-$77,063
Insurance-$68,933-$68,933
Advertising-$40,258-$40,258
Fees for Services Accounting-$37,871-$37,871
Information Technology$20,673$9,748-$30,421
Other Expenses$12,098--$12,098
Fees for Services Legal$234$11,618-$11,852
Total Functional Expenses$5,663,722$953,885$0$6,617,607

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,617,607
Expenses per Audited Statements$6,532,307
Total Expenses per Audited Statements$6,532,307
Expenses Not Reported on Financial Statements$85,300
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$169,595

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMaine Health and Higher Educational Facilities Authority2016-06-28$2,991,548To refinance prior bond issue
AMaine Health and Higher Educational Facilities Authority2010-06-24$2,497,150To refinance prior bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$2,991,548$2,820,490$822,245$38,554
A$2,497,150$2,297,456$2,173,568$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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Effective January 1, 2017 the Organization became affiliated with Avesta Housing Development Corporation (AHDC). The Business Manager position is filled by an employee of AHDC.”

Form 990, Part VI, Section A, line 7A

“The trustees of the Organization shall be those persons elected by vote of the Board of Directors of Avesta Housing Development Corporation (AHDC). Any trustee may be removed from the Board of Trustees by the ADHC Board for any reason.”

Form 990, Part VI, Section A, line 7B

“The number of trustees may be increased from time to time by vote of the AHDC Board. Additionally, the President/Chief Executive Officer (or his or her designee) of ADHC shall select and cause the Organization to employ an Administrator who shall be the Organization's direct representative in the management of the business of the Organization. The Administrator shall report to and be supervised by the President/Chief Executive Officer (or his or her designee) of ADHC and shall act according to policy guidance supplied from time to time by the Board of Trustees.”

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

“The 990 Review Process is circulation to the Chair, Vice Chair, Secretary, and Treasurer prior to submission. It is also reviewed by the Senior VP of Finance of Avesta Housing Development Corp. prior to submission.”

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

“Trustees and employees in position to influence of make decisions that may be affected or perceived to be affected by such possible conflict shall report any possible conflicts of interest to the Chair or the Board of Trustees and to the Administrator. Any dispute where a conflict exists shall be resolved by the Board of Trustees and may include prohibition from deliberations and decisions in transactions.”

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

“The Administrator's compensation is set by the CEO of AHDC (Avesta Housing Development Corporation) in consult with the SFSS Board Chair. The salary level determined is influenced by the results of the performance review and the results of a formal compensation survey of Administrators 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
Christine Bougie
Title
Administrator
Phone
2077722675
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Bougie
Formed
1854
Legal Domicile
Me
Voting Board Members
14
Independent Board Members
14
Employees
179
Volunteers
25

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Joseph R Byrne
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. 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.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1513199
IRS990/Form990PartVIISectionAGrp/PersonNm0Jennifer Cook
IRS990/Form990PartVIISectionAGrp/PersonNm1Neal Allen
IRS990/Form990PartVIISectionAGrp/PersonNm2Ed Suslovic
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Meeken
IRS990/Form990PartVIISectionAGrp/PersonNm4Drew Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm5David Eaton
IRS990/Form990PartVIISectionAGrp/PersonNm6Noel Genova
IRS990/Form990PartVIISectionAGrp/PersonNm7Kate Guare
IRS990/Form990PartVIISectionAGrp/PersonNm8Paula Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm9Maryann O'Rourke
IRS990/Form990PartVIISectionAGrp/PersonNm10Julia Redding
IRS990/Form990PartVIISectionAGrp/PersonNm11Jim Robbins
IRS990/Form990PartVIISectionAGrp/PersonNm12Regi Robnett
IRS990/Form990PartVIISectionAGrp/PersonNm13Mike Voisine
IRS990/Form990PartVIISectionAGrp/PersonNm14Sean Dugan
IRS990/Form990PartVIISectionAGrp/PersonNm15Lori Maxwell
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126657
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Past Administrator
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01854
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0296947
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02758836
IRS990/GrossReceiptsAmt09082310
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09748
IRS990/InformationTechnologyGrp/ProgramServicesAmt020673
IRS990/InformationTechnologyGrp/TotalAmt030421
IRS990/InsuranceGrp/ManagementAndGeneralAmt068933
IRS990/InsuranceGrp/TotalAmt068933
IRS990/InterestGrp/ProgramServicesAmt0112799
IRS990/InterestGrp/TotalAmt0112799
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06900
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06901
IRS990/InvestmentIncomeGrp/ExclusionAmt0187547
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0187547
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0204669
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0204185
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04368078
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04255492
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011630574
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04267087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05580958
IRS990/LandBldgEquipCostOrOtherBssAmt017211532
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02461889
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/BOYAmt0314000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01092187
IRS990/NetAssetsOrFundBalancesBOYAmt05701273
IRS990/NetAssetsOrFundBalancesEOYAmt06269580
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0296947
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0296947
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0565493
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04722338
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05146874
IRS990/NoncashContributionsAmt050594
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0279578
IRS990/OccupancyGrp/TotalAmt0279578
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0150649
IRS990/OfficeExpensesGrp/ProgramServicesAmt0214047
IRS990/OfficeExpensesGrp/TotalAmt0364696
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0352073
IRS990/OtherAssetsTotalGrp/EOYAmt0372102
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019531
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0494226
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0513757
IRS990/OtherExpensesGrp/Desc0Food Expenses
IRS990/OtherExpensesGrp/Desc1Service Provider Tax
IRS990/OtherExpensesGrp/Desc2Building Maintenance
IRS990/OtherExpensesGrp/ProgramServicesAmt0435764
IRS990/OtherExpensesGrp/ProgramServicesAmt1191910
IRS990/OtherExpensesGrp/ProgramServicesAmt212098
IRS990/OtherExpensesGrp/TotalAmt0435764
IRS990/OtherExpensesGrp/TotalAmt1191910
IRS990/OtherExpensesGrp/TotalAmt212098
IRS990/OtherLiabilitiesGrp/BOYAmt0156230
IRS990/OtherLiabilitiesGrp/EOYAmt0169595
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101190
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02974808
IRS990/OtherSalariesAndWagesGrp/TotalAmt03075998
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019185
IRS990/PayrollTaxesGrp/ProgramServicesAmt0223792
IRS990/PayrollTaxesGrp/TotalAmt0242977
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023340
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025454
IRS990/PrincipalOfficerNm0Christine Bougie
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0Resident Service Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous
IRS990/ProgramServiceRevenueGrp/Desc2Contractual Adjustments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08852030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2-2858560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08852030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-2858560
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt099329
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0317105
IRS990/PYOtherExpensesAmt02491108
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06000551
IRS990/PYRevenuesLessExpensesAmt0192765
IRS990/PYSalariesCompEmpBnftPaidAmt03733112
IRS990/PYTotalExpensesAmt06224220
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06416985
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02814
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06021943
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0159425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110176
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01060
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01275
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01597
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04082
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Gain on Bond Refinancing - 2016 Amount: $ 43,661.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0113984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0320450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0187547
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0148733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0140259
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0143083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0143760
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0763382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06021943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06000551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05698963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05056384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05148295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027926136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0187547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0148733

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,081,651
Liabilities
$4,812,071
Net assets
$6,269,580
Revenue
$6,620,421
Expenses
$6,617,607
Net income
$2,814
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