Civic Intelligence

Psh Properties II

990 • Fiscal year 2023 • EIN 01-0523162

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileNA
21 Boyd StreetBangor, ME 04401-6560

(207) 941-2820

Siviq Scores

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

Liabilities / Assets

81st percentile

0.72x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

1.70x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Net Margin

50th percentile

9.8%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$121,695

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-4.6%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$2,605,511

Down $124,351 (-4.6%) from 2022

Net Assets

Up

$740,015

Up $107,668 (+17%) from 2022

Liabilities

Down

$1,865,496

Down $232,019 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin50th percentile

Revenue

Up

$1,098,776

Up $137,691 (+14%) from 2022

Expenses

Up

$991,108

Up $221,379 (+29%) from 2022

Net Income

Down

$107,668

Down $83,688 (-44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $3,922,903Liabilities 2011: $4,686,987Net Assets 2011: -$764,0842011Assets 2012: $3,781,945Liabilities 2012: $4,367,357Net Assets 2012: -$585,4122012Assets 2013: $3,689,399Liabilities 2013: $4,134,711Net Assets 2013: -$445,3122013Assets 2014: $3,568,826Liabilities 2014: $3,973,624Net Assets 2014: -$404,7982014Assets 2015: $3,484,835Liabilities 2015: $3,879,879Net Assets 2015: -$395,0442015Assets 2016: $3,288,141Liabilities 2016: $3,598,321Net Assets 2016: -$310,1802016Assets 2017: $3,125,618Liabilities 2017: $3,351,010Net Assets 2017: -$225,3922017Assets 2018: $3,003,467Liabilities 2018: $3,118,708Net Assets 2018: -$115,2412018Assets 2019: $2,916,672Liabilities 2019: $2,894,736Net Assets 2019: $21,9362019Assets 2020: $2,832,059Liabilities 2020: $2,606,290Net Assets 2020: $225,7692020Assets 2021: $2,999,140Liabilities 2021: $2,558,149Net Assets 2021: $440,9912021Assets 2022: $2,729,862Liabilities 2022: $2,097,515Net Assets 2022: $632,3472022Assets 2023: $2,605,511Liabilities 2023: $1,865,496Net Assets 2023: $740,0152023Assets 2024: $2,498,378Liabilities 2024: $1,616,374Net Assets 2024: $882,0042024

Highlighted filing

2023

Assets$2,605,511
Liabilities$1,865,496
Net Assets$740,015
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $874,325Expenses 2011: $779,610Net Income 2011: $94,7152011Revenue 2012: $896,941Expenses 2012: $718,269Net Income 2012: $178,6722012Revenue 2013: $886,605Expenses 2013: $746,505Net Income 2013: $140,1002013Revenue 2014: $877,114Expenses 2014: $836,600Net Income 2014: $40,5142014Revenue 2015: $873,381Expenses 2015: $863,627Net Income 2015: $9,7542015Revenue 2016: $907,671Expenses 2016: $822,807Net Income 2016: $84,8642016Revenue 2017: $924,865Expenses 2017: $840,077Net Income 2017: $84,7882017Revenue 2018: $936,387Expenses 2018: $826,236Net Income 2018: $110,1512018Revenue 2019: $936,289Expenses 2019: $799,111Net Income 2019: $137,1782019Revenue 2020: $936,697Expenses 2020: $771,254Net Income 2020: $165,4432020Revenue 2021: $936,748Expenses 2021: $721,526Net Income 2021: $215,2222021Revenue 2022: $961,085Expenses 2022: $769,729Net Income 2022: $191,3562022Revenue 2023: $1,098,776Expenses 2023: $991,108Net Income 2023: $107,6682023Revenue 2024: $1,122,490Expenses 2024: $980,501Net Income 2024: $141,9892024

Highlighted filing

2023

Revenue$1,098,776
Expenses$991,108
Net Income$107,668
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$1,098,776
Mission and Program Overview

Mission

Offer an alternative to traditional senior housing which allows active adults to maintain an independent life style while minimizing the demands of maintaining a home.

Acquire and manage land and improvements used by phillips-strickland house corp. To provide housing and care for aged persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,151,666$2,022,143▼ $129,523
Savings and Temporary Cash Investments$482,346$481,116▼ $1,230
Intangible Assets$87,531$75,861▼ $11,670
Cash and Non-Interest-Bearing Accounts$8,319$26,391▲ $18,072
Total Assets$2,729,862$2,605,511▼ $124,351
Liabilities
Tax Exempt Bond Liabilities$1,705,000$1,525,000▼ $180,000
Other Liabilities$265,451$219,201▼ $46,250
Escrow Account Liability$87,000$84,865▼ $2,135
Accounts Payable and Accrued Expenses$40,064$36,430▼ $3,634
Total Liabilities$2,097,515$1,865,496▼ $232,019
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$632,347$740,015▲ $107,668
Total Net Assets Fund Balance$632,347$740,015▲ $107,668
Total Liabilities and Net Assets / Fund Balance$2,729,862$2,605,511▼ $124,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,999,262$2,613,097$4,612,359
Other Land Buildings$22,881$23,832$46,713
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleOtherTotal
Sheldon BrettExecutive Director$121,695$121,695

Board Members and Trustees

NameTitle
Kenneth RozeboomPresident
Rev James L HaddixVice President
Glen Porter EsqDirector
Heidi GodsoeDirector
James RogersDirector
Mary CliftDirector
Mary Warner MdDirector
Wayne WoodfordDirector
Albert GibsonMember at Large
Barbara GibsonMember at Large
Graceann FeherSecretary
Edward YoungbloodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,098,135
Investment Income
$363
Other Revenue
$278
Change in Net Assets
$107,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$589,709
Salaries, Compensation, and Employee Benefits$401,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$340,287
Depreciation Depletion---$155,910
All Other Expenses---$43,985
Other Expenses---$42,694
Interest---$33,830
Pension Plan Contributions---$33,631
Other Employee Benefits---$27,481
Fees for Services Accounting---$6,760
Office Expenses---$5,549
Total Functional Expenses$0$0$0$991,108
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bond Premium$190,581
Due to Phillips-strickland House$28,620

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMaine Health and Higher Educational Fac Authority2020-07-01$2,060,000Current refunding of series 2010b

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,353,202$2,045,069-$42,131

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
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Current board members albert gibson and barbara e. Gibson - family relationship”

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

“The executive director reviews the return with a board member prior to filing the return.”

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

“Compliance with policies are reviewed on a yearly basis, a form is signed annually by board members, it is kept on file.”

Form 990, Part VI, Section C, Line 19

“All documents are filed at psh properties ii and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Psh Properties Ii
EIN
01-0523162
Phone
2079412820
Address
21 BOYD STREET, BANGOR, ME 04401-6560

Signing Officer

Name
Sheldon Brett
Title
Executive Director
Phone
2079412820
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon Brett
Formed
1998
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Haverlock Estey & Curran LLC
Address
8 COMMERCE COURT, HAMPDEN, ME 04444-1538
Preparer
Vicki J Vincent
Phone
2079455695
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Selection of independent auditor. No change from prior year.”

Form 990, Part I, Line 5

“The organization does not have any employees but shares wage expenses with phillips-strickland house”

Financial Statement Notes

PART IV, LINE 2B:

“The entity holds security deposits for its tenants.”

PART X, LINE 2:

“The organization has adopted the provisions of authoritative guidance regarding accounting for uncertainty in income taxes. The authoritative guidance provides that a tax benefit or liability from an uncertain tax position should be recognized when it is more likely than not that a position will not be sustained upon examination. Management has concluded that the organization had no uncertain income tax positions.”

Raw XML AppendixShowing 400 of 466 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/BOYAmt040064
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036430
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACQUIRE AND MANAGE LAND AND IMPROVEMENTS USED BY PHILLIPS-STRICKLAND HOUSE CORP. TO PROVIDE HOUSING AND CARE FOR AGED PERSONS.
IRS990/AllOtherExpensesGrp/TotalAmt043985
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHELDON BRETT
IRS990/BooksInCareOfDetail/PhoneNum02079412820
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021 BOYD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BANGOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08319
IRS990/CashNonInterestBearingGrp/EOYAmt026391
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0363
IRS990/CYOtherExpensesAmt0589709
IRS990/CYOtherRevenueAmt0278
IRS990/CYProgramServiceRevenueAmt01098135
IRS990/CYRevenuesLessExpensesAmt0107668
IRS990/CYSalariesCompEmpBnftPaidAmt0401399
IRS990/CYTotalExpensesAmt0991108
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01098776
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0155910
IRS990/Desc0THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF ACQUIRING, OWNING, BUILDING AND MAINTAINING LAND AND IMPROVEMENTS USED BY PHILLIPS-STRICKLAND HOUSE CORP. TO PROVIDE HOUSING AND CARE FOR AGED PERSONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt087000
IRS990/EscrowAccountLiabilityGrp/EOYAmt084865
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt06760
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0KENNETH ROZEBOOM
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARD YOUNGBLOOD
IRS990/Form990PartVIISectionAGrp/PersonNm2GLEN PORTER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3GRACEANN FEHER
IRS990/Form990PartVIISectionAGrp/PersonNm4ALBERT GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY CLIFT
IRS990/Form990PartVIISectionAGrp/PersonNm7HEIDI GODSOE
IRS990/Form990PartVIISectionAGrp/PersonNm8REV JAMES L HADDIX
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY WARNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm11WAYNE WOODFORD
IRS990/Form990PartVIISectionAGrp/PersonNm12SHELDON BRETT
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/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/ReportableCompFromRltdOrgAmt12121695
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01098776
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt087531
IRS990/IntangibleAssetsGrp/EOYAmt075861
IRS990/InterestGrp/TotalAmt033830
IRS990/InvestmentIncomeGrp/ExclusionAmt0363
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0363
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02636929
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02151666
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02022143
IRS990/LandBldgEquipCostOrOtherBssAmt04659072
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OFFER AN ALTERNATIVE TO TRADITIONAL SENIOR HOUSING WHICH ALLOWS ACTIVE ADULTS TO MAINTAIN AN INDEPENDENT LIFE STYLE WHILE MINIMIZING THE DEMANDS OF MAINTAINING A HOME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0632347
IRS990/NetAssetsOrFundBalancesEOYAmt0740015
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0632347
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0740015
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt05549
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027481
IRS990/OtherExpensesGrp/Desc0FOOD COSTS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/TotalAmt0138382
IRS990/OtherExpensesGrp/TotalAmt190271
IRS990/OtherExpensesGrp/TotalAmt272328
IRS990/OtherExpensesGrp/TotalAmt342694
IRS990/OtherLiabilitiesGrp/BOYAmt0265451
IRS990/OtherLiabilitiesGrp/EOYAmt0219201
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0GUEST MEALS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0278
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0278
IRS990/OtherRevenueTotalAmt0278
IRS990/OtherSalariesAndWagesGrp/TotalAmt0340287
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt033631
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHELDON BRETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01098135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01098135
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0127
IRS990/PYOtherExpensesAmt0520997
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0960928
IRS990/PYRevenuesLessExpensesAmt0191356
IRS990/PYSalariesCompEmpBnftPaidAmt0248732
IRS990/PYTotalExpensesAmt0769729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0961085
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0107668
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0482346
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0481116
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01999262
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02613097
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04612359
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022881
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023832
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046713
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028620
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1190581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PHILLIPS-STRICKLAND HOUSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BOND PREMIUM
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENTITY HOLDS SECURITY DEPOSITS FOR ITS TENANTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF AUTHORITATIVE GUIDANCE REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE AUTHORITATIVE GUIDANCE PROVIDES THAT A TAX BENEFIT OR LIABILITY FROM AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT HAS CONCLUDED THAT THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02022143
IRS990ScheduleD/TotalLiabilityAmt0219201
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02020-07-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0010314384
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum056042RXF4
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt02060000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0MAINE HEALTH AND HIGHER EDUCATIONAL FAC AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0CURRENT REFUNDING OF SERIES 2010B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0266002
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt042131
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt02045069
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02020
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt02353202
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CURRENT BOARD MEMBERS ALBERT GIBSON AND BARBARA E. GIBSON - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS THE RETURN WITH A BOARD MEMBER PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPLIANCE WITH POLICIES ARE REVIEWED ON A YEARLY BASIS, A FORM IS SIGNED ANNUALLY BY BOARD MEMBERS, IT IS KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE FILED AT PSH PROPERTIES II AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SELECTION OF INDEPENDENT AUDITOR. NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES BUT SHARES WAGE EXPENSES WITH PHILLIPS-STRICKLAND HOUSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART I, LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHILLIPS-STRICKLAND HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PHILLIPS-STRICKLAND CHARITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0010342167
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1010523156
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BOARDING CARE FACILITY FOR ELDERLY MEN AND WOMEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORGANIZED TO BENEFIT & FURTHER EXEMPT PURPOSES OF PHILLIPS-STRICKLAND HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt021 BOYD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt121 BOYD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BANGOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BANGOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd004401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt01705000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt01525000
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02729862
IRS990/TotalAssetsEOYAmt02605511
IRS990/TotalAssetsGrp/BOYAmt02729862
IRS990/TotalAssetsGrp/EOYAmt02605511

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,605,511
Liabilities
$1,865,496
Net assets
$740,015
Revenue
$1,098,776
Expenses
$991,108
Net income
$107,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$1.62$0.88$1.12$0.98$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.61$1.87$0.74$1.10$0.99$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$2.10$0.63$0.96$0.77$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$2.56$0.44$0.94$0.72$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$2.61$0.23$0.94$0.77$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$2.89$0.02$0.94$0.80$0.14
2018Summary only. Only limited summary data is available for this year.$3.00$3.12$0.12$0.94$0.83$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$3.35$0.23$0.92$0.84$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$3.60$0.31$0.91$0.82$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.48$3.88$0.40$0.87$0.86$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.57$3.97$0.40$0.88$0.84$0.04
2013Summary only. Only limited summary data is available for this year.$3.69$4.13$0.45$0.89$0.75$0.14
2012Summary only. Only limited summary data is available for this year.$3.78$4.37$0.59$0.90$0.72$0.18
2011Summary only. Only limited summary data is available for this year.$3.92$4.69$0.76$0.87$0.78$0.09