Civic Intelligence

Wardwell Home for the Aging

990PF • Fiscal year 2023 • EIN 01-0213987

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 29, 2023

43 Middle StreetSaco, ME 04072

(207) 284-7061

Siviq Scores

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

Liabilities / Assets

55th percentile

0.14x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.95x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$97,883

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

3.4%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$11,869,481

Down $46,310 (-0.4%) from 2022

Net Assets

Up

$10,263,022

Up $53,415 (+0.5%) from 2022

Liabilities

Down

$1,606,459

Down $99,725 (-5.8%) from 2022

Revenue

Up

$1,688,763

Up $55,428 (+3.4%) from 2022

Expenses

Up

$1,783,918

Up $102,619 (+6.1%) from 2022

Net Income

Down

-$95,155

Down $47,191 (-98%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,784,455Liabilities 2010: $2,269,997Net Assets 2010: $5,514,4582010Assets 2011: $8,437,765Liabilities 2011: $2,176,501Net Assets 2011: $6,261,2642011Assets 2012: $10,523,176Liabilities 2012: $2,508,338Net Assets 2012: $8,014,8382012Assets 2013: $10,892,144Liabilities 2013: $2,415,179Net Assets 2013: $8,476,9652013Assets 2014: $11,395,534Liabilities 2014: $2,346,862Net Assets 2014: $9,048,6722014Assets 2015: $11,254,309Liabilities 2015: $2,276,636Net Assets 2015: $8,977,6732015Assets 2016: $11,366,974Liabilities 2016: $2,198,269Net Assets 2016: $9,168,7052016Assets 2017: $11,529,182Liabilities 2017: $2,120,273Net Assets 2017: $9,408,9092017Assets 2018: $11,513,227Liabilities 2018: $2,048,392Net Assets 2018: $9,464,8352018Assets 2019: $11,704,223Liabilities 2019: $1,971,012Net Assets 2019: $9,733,2112019Assets 2020: $11,561,500Liabilities 2020: $1,893,836Net Assets 2020: $9,667,6642020Assets 2021: $12,324,360Liabilities 2021: $1,798,428Net Assets 2021: $10,525,9322021Assets 2022: $11,915,791Liabilities 2022: $1,706,184Net Assets 2022: $10,209,6072022Assets 2023: $11,869,481Liabilities 2023: $1,606,459Net Assets 2023: $10,263,0222023Assets 2024: $12,286,776Liabilities 2024: $1,508,152Net Assets 2024: $10,778,6242024Assets 2025: $12,672,328Liabilities 2025: $1,404,044Net Assets 2025: $11,268,2842025

Highlighted filing

2023

Assets$11,869,481
Liabilities$1,606,459
Net Assets$10,263,022

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $977,5902010Expenses 2011: $950,5852011Expenses 2012: $1,098,1332012Revenue 2013: $1,529,989Expenses 2013: $1,241,483Net Income 2013: $288,5062013Revenue 2014: $1,957,959Expenses 2014: $1,282,404Net Income 2014: $675,5552014Revenue 2015: $1,526,300Expenses 2015: $1,350,543Net Income 2015: $175,7572015Revenue 2016: $1,297,363Expenses 2016: $1,404,269Net Income 2016: -$106,9062016Revenue 2017: $1,515,551Expenses 2017: $1,394,589Net Income 2017: $120,9622017Revenue 2018: $1,412,286Expenses 2018: $1,450,905Net Income 2018: -$38,6192018Revenue 2019: $1,780,184Expenses 2019: $1,539,497Net Income 2019: $240,6872019Revenue 2020: $1,624,512Expenses 2020: $1,489,219Net Income 2020: $135,2932020Revenue 2021: $1,751,473Expenses 2021: $1,500,176Net Income 2021: $251,2972021Revenue 2022: $1,633,335Expenses 2022: $1,681,299Net Income 2022: -$47,9642022Revenue 2023: $1,688,763Expenses 2023: $1,783,918Net Income 2023: -$95,1552023Revenue 2024: $2,103,598Expenses 2024: $1,780,232Net Income 2024: $323,3662024Revenue 2025: $2,111,025Expenses 2025: $1,924,342Net Income 2025: $186,6832025

Highlighted filing

2023

Revenue$1,688,763
Expenses$1,783,918
Net Income-$95,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 29, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY D BOISVERTExecutive DirectorFT$97,883-$97,883
CATHRYN CLARKFinance DirectorPT$45,427-$45,427
MEGHAN BRISTOLFinance DirectorPT$6,598-$6,598
KEVIN R ROBERTDirector-$0--
LISA MORINDirector-$0--
DANA LANETreasurer-$0--
MARK PETERSONDirector-$0--
SARAH MOOREDirector-$0--
ERIC COTEDirector-$0--
DANIEL BASTARCHEDirector-$0--
RENEE O'NEILDirector-$0--
THEO CIAMPASecretary-$0--
JOHN BROCKINGTONPresident-$0--
CHRISTINE GUAYVice President-$0--
MARY DANISDirector-$0--
ROLAND MICHAUDAsst Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS LOCAL CHARITABLE ORGANIZATIONSCHARITABLE ACTIVITIES-SACO, ME, US$1,201
Filing and Contact Details

Filer

Filer Name
Wardwell Home for the Aging Inc
EIN
01-0213987
Phone
2072847061
Address
43 MIDDLE STREET, SACO, ME 04072

Signing Officer

Name
Kimberly Boisvert
Title
Executive Director
Phone
2072847061
Signed
2023-11-29

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Gregory Geisser
Phone
2077801100
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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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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt280
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt290
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt300
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt310
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt320
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt330
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt420
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt430
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt02908314
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17381
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt232980
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt336019
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45847
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5468445
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt65826
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt74609
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt82018
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt925371
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1018484
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt114113
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt127931
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt134052
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt142774
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1523438
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1616315
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt176449
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1813940
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt194280
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt201216
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2122464
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt223198
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt232217
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2414209
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2522854
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2615679
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2714334
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt285584
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt294503
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3016729
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt311259
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32744
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt332864
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt341044
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt351347
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FIXED ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FIXED ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19LAND - 54 FREE STREET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20LAND - OAKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34LAND IMROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42LAND IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt20.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt30.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt40.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt50.000000000000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01568861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01568861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02547645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02547645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0654200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN OTHER ENTITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0654200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0239555
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0180000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-45736
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09769
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01446
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0RENTS FROM WARDWELL HOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt01456610
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0249324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01458056
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-45736
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01661644
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt012100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02645
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt097883
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097883
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01201
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01201

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$1.40$11.3$2.11$1.92$0.19
2024Detailed filing. Detailed filing data is available for this year.$12.3$1.51$10.8$2.10$1.78$0.32
2023Detailed filing. Detailed filing data is available for this year.$11.9$1.61$10.3$1.69$1.78$0.10
2022Detailed filing. Detailed filing data is available for this year.$11.9$1.71$10.2$1.63$1.68$0.05
2021Detailed filing. Detailed filing data is available for this year.$12.3$1.80$10.5$1.75$1.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$11.6$1.89$9.67$1.62$1.49$0.14
2019Detailed filing. Detailed filing data is available for this year.$11.7$1.97$9.73$1.78$1.54$0.24
2018Detailed filing. Detailed filing data is available for this year.$11.5$2.05$9.46$1.41$1.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$11.5$2.12$9.41$1.52$1.39$0.12
2016Detailed filing. Detailed filing data is available for this year.$11.4$2.20$9.17$1.30$1.40$0.11
2015Detailed filing. Detailed filing data is available for this year.$11.3$2.28$8.98$1.53$1.35$0.18
2014Detailed filing. Detailed filing data is available for this year.$11.4$2.35$9.05$1.96$1.28$0.68
2013Detailed filing. Detailed filing data is available for this year.$10.9$2.42$8.48$1.53$1.24$0.29
2012Detailed filing. Detailed filing data is available for this year.$10.5$2.51$8.01$1.10
2011Detailed filing. Detailed filing data is available for this year.$8.44$2.18$6.26$0.95
2010Detailed filing. Detailed filing data is available for this year.$7.78$2.27$5.51$0.98