Civic Intelligence

Woodfords Family Services

EIN 01-0278395 • 501(c)3 • Westbrook, ME

Profile

Committed to the support and inclusion of people with special needs and their families in maine communities.

15 Saunders Way Suite 900Westbrook, ME 04092

woodfords.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.33x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.15x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

52nd percentile

5.0%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$221,139

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

2.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

5.5%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,936,164

Up $461,272 (+2.3%) from 2023

Liabilities

Down

$6,867,146

Down $1,916,098 (-22%) from 2023

Net Assets

Up

$14,069,018

Up $2,377,370 (+20%) from 2023

Revenue

Up

$45,733,065

Up $2,384,052 (+5.5%) from 2023

Expenses

Up

$43,428,554

Up $6,767,866 (+18%) from 2023

Net Income

Down

$2,304,511

Down $4,383,814 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $3,614,450Liabilities 2011: $1,754,532Net Assets 2011: $1,859,9182011Assets 2012: $3,703,250Liabilities 2012: $1,383,531Net Assets 2012: $2,319,7192012Assets 2013: $3,947,382Liabilities 2013: $1,414,663Net Assets 2013: $2,532,7192013Assets 2014: $3,910,013Liabilities 2014: $1,571,310Net Assets 2014: $2,338,7032014Assets 2015: $3,736,210Liabilities 2015: $1,533,984Net Assets 2015: $2,202,2262015Assets 2016: $4,877,197Liabilities 2016: $2,196,706Net Assets 2016: $2,680,4912016Assets 2017: $5,371,201Liabilities 2017: $2,178,891Net Assets 2017: $3,192,3102017Assets 2018: $6,372,445Liabilities 2018: $2,442,496Net Assets 2018: $3,929,9492018Assets 2019: $7,422,783Liabilities 2019: $2,670,077Net Assets 2019: $4,752,7062019Assets 2020: $9,157,848Liabilities 2020: $7,013,855Net Assets 2020: $2,143,9932020Assets 2021: $9,822,877Liabilities 2021: $5,588,921Net Assets 2021: $4,233,9562021Assets 2022: $10,539,223Liabilities 2022: $5,596,112Net Assets 2022: $4,943,1112022Assets 2023: $20,474,892Liabilities 2023: $8,783,244Net Assets 2023: $11,691,6482023Assets 2024: $20,936,164Liabilities 2024: $6,867,146Net Assets 2024: $14,069,0182024

Highlighted filing

2024

Assets$20,936,164
Liabilities$6,867,146
Net Assets$14,069,018

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $11,822,1982011Revenue 2012: $12,094,019Expenses 2012: $11,634,218Net Income 2012: $459,8012012Revenue 2013: $13,048,396Expenses 2013: $12,835,396Net Income 2013: $213,0002013Revenue 2014: $14,475,120Expenses 2014: $14,669,136Net Income 2014: -$194,0162014Revenue 2015: $16,211,929Expenses 2015: $16,348,406Net Income 2015: -$136,4772015Revenue 2016: $18,491,774Expenses 2016: $18,024,102Net Income 2016: $467,6722016Revenue 2017: $20,760,592Expenses 2017: $20,286,806Net Income 2017: $473,7862017Revenue 2018: $24,060,148Expenses 2018: $23,342,950Net Income 2018: $717,1982018Revenue 2019: $28,813,457Expenses 2019: $28,022,189Net Income 2019: $791,2682019Revenue 2020: $28,585,212Expenses 2020: $31,196,565Net Income 2020: -$2,611,3532020Revenue 2021: $36,465,074Expenses 2021: $34,503,469Net Income 2021: $1,961,6052021Revenue 2022: $37,650,539Expenses 2022: $36,799,951Net Income 2022: $850,5882022Revenue 2023: $43,349,013Expenses 2023: $36,660,688Net Income 2023: $6,688,3252023Revenue 2024: $45,733,065Expenses 2024: $43,428,554Net Income 2024: $2,304,5112024

Highlighted filing

2024

Revenue$45,733,065
Expenses$43,428,554
Net Income$2,304,511

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$6.87$14.1$45.7$43.4$2.30
2023Detailed filing. Detailed filing data is available for this year.$20.5$8.78$11.7$43.3$36.7$6.69
2022Detailed filing. Detailed filing data is available for this year.$10.5$5.60$4.94$37.7$36.8$0.85
2021Detailed filing. Detailed filing data is available for this year.$9.82$5.59$4.23$36.5$34.5$1.96
2020Detailed filing. Detailed filing data is available for this year.$9.16$7.01$2.14$28.6$31.2$2.61
2019Detailed filing. Detailed filing data is available for this year.$7.42$2.67$4.75$28.8$28.0$0.79
2018Detailed filing. Detailed filing data is available for this year.$6.37$2.44$3.93$24.1$23.3$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.37$2.18$3.19$20.8$20.3$0.47
2016Detailed filing. Detailed filing data is available for this year.$4.88$2.20$2.68$18.5$18.0$0.47
2015Detailed filing. Detailed filing data is available for this year.$3.74$1.53$2.20$16.2$16.3$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.91$1.57$2.34$14.5$14.7$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$1.41$2.53$13.0$12.8$0.21
2012Summary only. Only limited summary data is available for this year.$3.70$1.38$2.32$12.1$11.6$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$1.75$1.86$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$45,761,367
Mission and Program Overview

Mission

Committed to the support and inclusion of people with special needs and their families in maine communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,334,559$7,154,608▲ $3,820,049
Accounts Receivable$9,301,214$6,967,223▼ $2,333,991
Land, Buildings, and Equipment, Net$2,765,263$2,767,339▲ $2,076
Investments in Publicly Traded Securities$946,967$1,043,790▲ $96,823
Cash and Non-Interest-Bearing Accounts$226,339$175,806▼ $50,533
Prepaid Expenses and Deferred Charges$171,677$174,062▲ $2,385
Total Assets$20,474,892$20,936,164▲ $461,272
Other Assets Total$3,728,873$2,653,336▼ $1,075,537
Liabilities
Other Liabilities$6,502,210$4,447,470▼ $2,054,740
Accounts Payable and Accrued Expenses$2,042,295$2,211,089▲ $168,794
Mortgage Notes Payable Secured by Investment Property$238,739$208,587▼ $30,152
Total Liabilities$8,783,244$6,867,146▼ $1,916,098
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,551,145$13,928,507▲ $2,377,362
Net Assets With Donor Restrictions$140,503$140,511▲ $8
Total Net Assets Fund Balance$11,691,648$14,069,018▲ $2,377,370
Total Liabilities and Net Assets / Fund Balance$20,474,892$20,936,164▲ $461,272

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,357,360$1,030,089$2,387,449
Leasehold Improvements$491,578$373,054$864,632
Other Land Buildings$353,195$272,223$625,418
Land$455,655-$455,655
Equipment$109,551$160,231$269,782
Other Assets Org$2,653,336--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark EvesExecutive DiFT$203,663$17,476$221,139
Mark EvesExecutive Director-$203,663$17,476$221,139
Pete PlummerChief Op OffFT$171,788$24,483$196,271
Pete PlummerChief Op Officer-$171,788$24,483$196,271
Allyson LowellChief ClinicFT$149,535$17,267$166,802
Allyson LowellChief Clinical Offic-$149,535$17,267$166,802
Greg KleinDirector of It &FT$138,859$19,117$157,976
Greg KleinDirector of It & Facility-$138,859$19,117$157,976
Kerry De BreeChief StrateFT$124,556$19,078$143,634
Charissa FortierDirector of Ecs &FT$110,832$19,825$130,657
Cindi PalmerDirector of FinanFT$109,547$13,358$122,905

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$349,839
Program Service Revenue
$44,980,387
Investment Income
$291,913
Other Revenue
$110,926
All Other Contributions
$298,760
Change in Net Assets
$2,304,511

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$31,122Fair Market Value
Other Non Cash Contri Table8$12,185Fair Market Value
Other Non Cash Contri Table46$10,777Fair Market Value
Food Inventory59$9,498Fair Market Value
Other Non Cash Contri Table26$6,447Fair Market Value
Works of Art7$3,359Fair Market Value
Collectibles4$1,444Fair Market Value
Other Non Cash Contri Table10$705Fair Market Value
Scientific Specimens2$318Fair Market Value
Total Noncash Contributions162$75,855-

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,733,065
Revenue Not Reported on Form 990
$101,161
Total Revenue per Audited Statements
$45,834,226
Total Revenue per Form 990
$45,733,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,113,217
Other Expenses$16,315,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,412,407$2,487,715-$20,900,122
Fees for Services Other$9,629,611$115,159-$9,744,770
Other Employee Benefits$3,253,733$523,141-$3,776,874
Occupancy$1,556,173$645,484-$2,201,657
Payroll Taxes$1,353,716$229,550-$1,583,266
Office Expenses$546,874$145,894-$692,768
Current Officers, Directors, Trustees, and Key Employees-$435,989-$435,989
Pension Plan Contributions$371,082$45,884-$416,966
Travel$307,902$49,346-$357,248
Other Expenses$64,600$220,665-$285,265
Depreciation Depletion$199,872$42,671-$242,543
Insurance$129,982$25,582-$155,564
Advertising$55,619$76,203-$131,822
Fees for Services Legal-$65,029-$65,029
Fees for Services Accounting-$30,000-$30,000
All Other Expenses$316,356$-316,356--
Total Functional Expenses$38,140,933$5,287,621$0$43,428,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$43,456,856
Expenses per Audited Statements$43,428,554
Total Expenses per Form 990$43,428,554
Expenses Not Reported on Form 990$28,302
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,577
Fundraising Direct Expenses$28,302
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Gala$94,980$51,580$6,150$45,430
June 2024 Cornh$8,176$997$2,094$-1,097
Total Events$103,156$52,577$28,302$24,275
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$2,653,336
Due to Funding Sources$1,794,134
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
Yes
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, Page 6, Part VI, Line 11B

The 990 will be made available to all board of trustees upon filing. The 990 was also reviewed in detail by the chief operating officer and the executive director.

Form 990, Page 6, Part VI, Line 12C

Upon accepting a position at the agency and annually, all officers directors, trustees and key employees are required to sign a conflict of interest statement. The policy states that the signer must communicate any changes to their professional or personal circumstances that may be regarded as a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

When reviewing the salary of the executive director and other key employees external comparative data is provided by an independent association that performs an annual payroll survey. All compensation decisions for the executive director are made by the board of trustees.

Form 990, Page 6, Part VI, Line 15B

As mentioned in response to form 990, part vi, section b, line 15a: when reviewing the salary of the executive director and other key employees external comparative data is provded by an independent association that performs an annual payroll survey.

Form 990, Page 6, Part VI, Line 19

The agency makes its governing documents, conflict of interest policy and financial statements available to the public in these ways: the governing documents, i.e., by-laws are on file with the state of maine; the conflict of interest policy is made available within the operations manual located on the information board, as are the monthly financial statements. In addition, these are all available upon request.

Filing and Contact Details

Filer

Filer Name
Woodfords Family Services
EIN
01-0278395
Phone
2078789663
Address
15 SAUNDERS WAY SUITE 900, WESTBROOK, ME 04092

Signing Officer

Name
Mark Eves
Title
Executive Director
Phone
2078568228
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Eves
Formed
1977
Legal Domicile
Me
Voting Board Members
10
Independent Board Members
10
Employees
617
Volunteers
40

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DR, SOUTH PORTLAND, ME 04106
Preparer
Amy Chasse
Phone
2077732986
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Community support, foster care, case management, and children's behavioral health

Form 990, Part IX, Line 11G

Other fees 9,629,611 115,159 0

Form 990, Part XI, Line 9

Direct costs of special fundraising events (excluding dona 28,302 direct costs of special fundraising events (excluding dona -28,302

Form 990, Page 12, Part XII, Line 2C

This process has not changed from prior year.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the agency and recognize a liability if the agency has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service and state taxing authorities. The agency is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Schedule D, Page 4, Part XI, Line 2D

Direct costs of special fundraising events (excluding dona 28,302

Schedule D, Page 4, Part XII, Line 2D

Direct costs of special fundraising events (excluding dona 28,302

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR OF ECS &
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IRS990/ProgSrvcAccomActy2Grp/Desc0RESIDENTIAL - PROVIDES GROUP HOME RESIDENTIAL SERVICES AND SHARED LIVING SERVICES TO ADULTS WITH DISABILITIES BASED UPON THEIR PERSONAL CHOICES IN ORDER TO FACILITATE THE INDIVIDUALS' FULL INTEGRATION INTO THEIR COMMUNITY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0FAMILY SUPPORT -PROVIDES TRAINED SUPPORT STAFF TO FAMILIES IN WHICH THERE ARE CHILDREN WITH PERVASIVE DEVELOPMENT DISORDERS, AUTISM, OR DEVELOPMENTAL DELAYS. STAFF ASSISTS FAMILIES IN THEIR HOMES IN REACHING GOALS AND OBJECTIVES GEARED TO INCREASE THE CHILD'S INDEPENDENCE. THE SUPPORT IS ALSO DELIVERED TO CHILDREN IN PUBLIC SCHOOLS.
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042301

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