Civic Intelligence

Senior Needs Committee of Wells and Ogunquit

990 • Fiscal year 2013 • EIN 01-0516517

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 05, 2014

PO Box 987Wells, ME 04090

(207) 646-5596

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

89th percentile

1.89x

Higher debt load relative to revenue than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

25th percentile

-7.0%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,016,639

Up $157 (+0.0%) from 2012

Net Assets

Up

$759,565

Up $18,444 (+2.5%) from 2012

Liabilities

Down

$257,074

Down $18,287 (-6.6%) from 2012

Revenue

Down

$135,748

Down $10,143 (-7.0%) from 2012

Expenses

Down

$117,304

Down $7,861 (-6.3%) from 2012

Net Income

Down

$18,444

Down $2,282 (-11%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $996,354Liabilities 2011: $275,959Net Assets 2011: $720,3952011Assets 2012: $1,016,482Liabilities 2012: $275,361Net Assets 2012: $741,1212012Assets 2013: $1,016,639Liabilities 2013: $257,074Net Assets 2013: $759,5652013Assets 2014: $1,010,370Liabilities 2014: $254,166Net Assets 2014: $756,2042014Assets 2015: $972,475Liabilities 2015: $250,927Net Assets 2015: $721,5482015Assets 2016: $974,816Liabilities 2016: $243,541Net Assets 2016: $731,2752016Assets 2017: $963,154Liabilities 2017: $238,454Net Assets 2017: $724,7002017Assets 2018: $935,725Liabilities 2018: $232,422Net Assets 2018: $703,3032018Assets 2019: $918,377Liabilities 2019: $228,089Net Assets 2019: $690,2882019Assets 2020: $930,781Liabilities 2020: $230,165Net Assets 2020: $700,6162020Assets 2021: $933,486Liabilities 2021: $215,687Net Assets 2021: $717,7992021Assets 2022: $891,654Liabilities 2022: $211,477Net Assets 2022: $680,1772022Assets 2023: $957,989Liabilities 2023: $206,212Net Assets 2023: $751,7772023Assets 2024: $1,089,117Liabilities 2024: $201,267Net Assets 2024: $887,8502024

Highlighted filing

2013

Assets$1,016,639
Liabilities$257,074
Net Assets$759,565

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $129,435Expenses 2011: $141,563Net Income 2011: -$12,1282011Revenue 2012: $145,891Expenses 2012: $125,165Net Income 2012: $20,7262012Revenue 2013: $135,748Expenses 2013: $117,304Net Income 2013: $18,4442013Revenue 2014: $119,113Expenses 2014: $122,474Net Income 2014: -$3,3612014Revenue 2015: $92,881Expenses 2015: $114,454Net Income 2015: -$21,5732015Revenue 2016: $124,678Expenses 2016: $114,951Net Income 2016: $9,7272016Revenue 2017: $119,835Expenses 2017: $124,983Net Income 2017: -$5,1482017Revenue 2018: $110,883Expenses 2018: $132,280Net Income 2018: -$21,3972018Revenue 2019: $177,589Expenses 2019: $167,467Net Income 2019: $10,1222019Revenue 2020: $127,977Expenses 2020: $152,411Net Income 2020: -$24,4342020Revenue 2021: $158,042Expenses 2021: $163,987Net Income 2021: -$5,9452021Revenue 2022: $174,257Expenses 2022: $185,782Net Income 2022: -$11,5252022Revenue 2023: $247,794Expenses 2023: $195,528Net Income 2023: $52,2662023Revenue 2024: $291,770Expenses 2024: $180,254Net Income 2024: $111,5162024

Highlighted filing

2013

Revenue$135,748
Expenses$117,304
Net Income$18,444
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 5, 2014
Return Version
2013v3.1
Gross Receipts
$187,956
Mission and Program Overview

Mission

The organization provides much needed services and community interaction amoung the seniors of the Wells/Ogunquit area of Southern Maine, regardless of sex, race, religion, creed or ability to pay.

The organization provides much needed services and community interaction amoung the seniors of the Wells/Ogunquit area of Southern Maine, regardless of sex, race, religion, creed or abiltiy to pay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$768,637$745,265▼ $23,372
Cash and Non-Interest-Bearing Accounts$228,467$246,293▲ $17,826
Pledges and Grants Receivable$8,340$13,418▲ $5,078
Savings and Temporary Cash Investments$9,922$10,622▲ $700
Prepaid Expenses and Deferred Charges$1,116$1,041▼ $75
Total Assets$1,016,482$1,016,639▲ $157
Liabilities
Unsecured Notes Loans Payable$271,388$257,074▼ $14,314
Accounts Payable and Accrued Expenses$3,973--
Total Liabilities$275,361$257,074▼ $18,287
Net Assets / Fund Balance
Unrestricted Net Assets$725,988$744,387▲ $18,399
Temporarily Rstr Net Assets$15,133$15,178▲ $45
Total Net Assets Fund Balance$741,121$759,565▲ $18,444
Total Liabilities and Net Assets / Fund Balance$1,016,482$1,016,639▲ $157

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$563,055$168,450$731,505
Land$168,312-$183,371
Other Land Buildings$1,984$38,224$40,208
Equipment$11,914$27,397$39,311
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph AllaraChair
George HersomVice Chair
Belinda HarfoushDirector
James JohnsonDirector
Kathy ChaseDirector
Peggy MailletDirector
Valerie BrownDirector
June MessierCo-treasurer
Ron AllenCo-treasurer
Chris JarochymOgunquit, BOS
Karl EkstedtWells, BOS
Revenue and Support

Revenue Composition

Contributions and Grants
$30,574
Program Service Revenue
$14,609
Investment Income
$9,785
Other Revenue
$80,780
All Other Contributions
$17,655
Change in Net Assets
$18,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,227
Salaries, Compensation, and Employee Benefits$21,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$23,372--$23,372
Other Salaries and Wages$20,436--$20,436
Occupancy$13,066--$13,066
Interest$10,996--$10,996
Insurance$5,225--$5,225
Fees for Services Accounting$3,865--$3,865
Other Expenses$2,743--$2,743
Office Expenses$2,230--$2,230
Travel$2,050--$2,050
Payroll Taxes$641--$641
Total Functional Expenses$117,304$0$0$117,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,072
Gaming Gross Income$58,611
Gaming Direct Expenses$40,412
Fundraising Direct Expenses$11,796
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,277$52,277$11,796$40,481
Event 2$7,295$7,295-$7,295
Total Events$62,072$62,072$11,796$50,276
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
No
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 A, Line 6

Members pay membership fees and receive access to activities at a reduced rate.

Form 990, Part VI, Section A, Line 11B

The 990 is reviewed by the treasurer and then presented to the board prior to filing.

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

Annual disclosure is required. In the event of a conflict, abstention from voting is required.

Form 990, Part VI, Section C, Line 19

Upon request.

Filing and Contact Details

Filer

EIN
01-0516517
Phone
2076465596

Signing Officer

Name
June Messier
Title
CoTreasurer
Phone
2076465596
Signed
2014-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Allara
Formed
1997
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
12

Preparer

Preparer
Ronald R Smith CPA
Phone
2079294606
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IRS990/PYSalariesCompEmpBnftPaidAmt020630
IRS990/PYTotalExpensesAmt0125165
IRS990/PYTotalRevenueAmt0145891
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt018444
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt07740
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt037373
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09922
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0233511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05230
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0139857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0164281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0131211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0143144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0674570
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021972
IRS990ScheduleA/InvestmentIncomeCYPct00.02360
IRS990ScheduleA/InvestmentIncomePYPct00.01720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.97640
IRS990ScheduleA/PublicSupportPY509Pct00.98280
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0908081
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0170431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0201445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0174176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0171182
IRS990ScheduleA/Total509Grp/TotalAmt0908081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0180216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0203364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0176796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0193265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0176412
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0930053
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0563055
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0168450
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0731505
IRS990ScheduleD/EquipmentGrp/BookValueAmt011914
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027397
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039311
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0168312
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0183371
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01984
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038224
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt040208
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0745265
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062072
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Membership activities
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0100 Club
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050276
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt040412
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt040412
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt040412
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt058611
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt058611
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018199
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0Ronald Allen
IRS990ScheduleG/GamingManagerServicesProvTxt0General management of Bingo
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Ronald Allen
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine10300 Post Road
IRS990ScheduleG/PersonsWithBooksUSAddress/City0Wells
IRS990ScheduleG/PersonsWithBooksUSAddress/State0ME
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCode004090
IRS990ScheduleG/StatesWhereGamingConductedCd0ME
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members pay membership fees and receive access to activities at a reduced rate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is reviewed by the treasurer and then presented to the board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual disclosure is required. In the event of a conflict, abstention from voting is required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.20$0.89$0.29$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.21$0.75$0.25$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.21$0.68$0.17$0.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.22$0.72$0.16$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.23$0.70$0.13$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.23$0.69$0.18$0.17$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.23$0.70$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.24$0.72$0.12$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.24$0.73$0.12$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.25$0.72$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.25$0.76$0.12$0.12$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.26$0.76$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$1.02$0.28$0.74$0.15$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$1.00$0.28$0.72$0.13$0.14$0.01