Civic Intelligence

Sonata Housing Inc.

990 • Fiscal year 2018 • EIN 02-0351655

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 10, 2018

Organization ProfileN/A
PO Box 746Center Conway, NH 03813

(603) 447-6827

Siviq Scores

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

Liabilities / Assets

91st percentile

0.78x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

1.17x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$112,863

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.0%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$701,233

Up $15,480 (+2.3%) from 2017

Net Assets

Up

$152,204

Up $48,598 (+47%) from 2017

Liabilities

Down

$549,029

Down $33,118 (-5.7%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin65th percentile

Revenue

Up

$470,527

Up $13,865 (+3.0%) from 2017

Expenses

Up

$421,929

Up $53,498 (+15%) from 2017

Net Income

Down

$48,598

Down $39,633 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $747,145Liabilities 2011: $720,114Net Assets 2011: $27,0312011Assets 2012: $736,305Liabilities 2012: $700,923Net Assets 2012: $35,3822012Assets 2013: $741,480Liabilities 2013: $697,806Net Assets 2013: $43,6742013Assets 2014: $767,580Liabilities 2014: $674,068Net Assets 2014: $93,5122014Assets 2015: $693,888Liabilities 2015: $657,356Net Assets 2015: $36,5322015Assets 2016: $655,232Liabilities 2016: $639,857Net Assets 2016: $15,3752016Assets 2017: $685,753Liabilities 2017: $582,147Net Assets 2017: $103,6062017Assets 2018: $701,233Liabilities 2018: $549,029Net Assets 2018: $152,2042018Assets 2019: $702,475Liabilities 2019: $493,376Net Assets 2019: $209,0992019Assets 2020: $603,869Liabilities 2020: $445,328Net Assets 2020: $158,5412020Assets 2021: $602,984Liabilities 2021: $399,227Net Assets 2021: $203,7572021Assets 2022: $588,262Liabilities 2022: $329,643Net Assets 2022: $258,6192022Assets 2023: $561,232Liabilities 2023: $275,250Net Assets 2023: $285,9822023Assets 2024: $557,949Liabilities 2024: $213,578Net Assets 2024: $344,3712024Assets 2025: $550,214Liabilities 2025: $198,852Net Assets 2025: $351,3622025

Highlighted filing

2018

Assets$701,233
Liabilities$549,029
Net Assets$152,204
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $422,298Expenses 2011: $392,868Net Income 2011: $29,4302011Expenses 2012: $423,2182012Revenue 2013: $100,997Expenses 2013: $92,705Net Income 2013: $8,2922013Revenue 2014: $436,467Expenses 2014: $386,629Net Income 2014: $49,8382014Revenue 2015: $446,711Expenses 2015: $492,096Net Income 2015: -$45,3852015Revenue 2016: $446,576Expenses 2016: $437,537Net Income 2016: $9,0392016Revenue 2017: $456,662Expenses 2017: $368,431Net Income 2017: $88,2312017Revenue 2018: $470,527Expenses 2018: $421,929Net Income 2018: $48,5982018Revenue 2019: $478,765Expenses 2019: $421,870Net Income 2019: $56,8952019Revenue 2020: $480,819Expenses 2020: $531,377Net Income 2020: -$50,5582020Revenue 2021: $497,956Expenses 2021: $452,740Net Income 2021: $45,2162021Revenue 2022: $509,515Expenses 2022: $454,653Net Income 2022: $54,8622022Revenue 2023: $520,491Expenses 2023: $493,128Net Income 2023: $27,3632023Revenue 2024: $527,471Expenses 2024: $469,082Net Income 2024: $58,3892024Revenue 2025: $504,687Expenses 2025: $497,696Net Income 2025: $6,9912025

Highlighted filing

2018

Revenue$470,527
Expenses$421,929
Net Income$48,598
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 10, 2018
Return Version
2017v2.3
Gross Receipts
$470,527
Mission and Program Overview

Mission

Provide housing to the disabled, elderly, and those with low income

Provide housing to the developmentally and physically disabled, elderly, and those with low income

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$403,178$377,808▼ $25,370
Savings and Temporary Cash Investments$246,272$249,981▲ $3,709
Cash and Non-Interest-Bearing Accounts$12,198$47,836▲ $35,638
Prepaid Expenses and Deferred Charges$12,162$13,019▲ $857
Accounts Receivable$5,668$6,917▲ $1,249
Total Assets$685,753$701,233▲ $15,480
Other Assets Total$6,275$5,672▼ $603
Liabilities
Mortgage Notes Payable Secured by Investment Property$492,083$444,549▼ $47,534
Accounts Payable and Accrued Expenses$83,789$98,808▲ $15,019
Other Liabilities$6,275$5,672▼ $603
Total Liabilities$582,147$549,029▼ $33,118
Net Assets / Fund Balance
Unrestricted Net Assets$103,606$152,204▲ $48,598
Total Net Assets Fund Balance$103,606$152,204▲ $48,598
Total Liabilities and Net Assets / Fund Balance$685,753$701,233▲ $15,480

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$343,538$1,168,865$1,512,403
Land$34,270-$34,270
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol GregoryExecutive DirectorFT$93,700$19,163$112,863

Board Members and Trustees

NameTitle
John FurmanPresident
Barbara AndersonDirector
Cynthia KellnerDirector
Joseph KellnerDirector
Stormy Gayle DuntonDirector
Jerry ParentTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$399,893
Program Service Revenue
$70,506
Investment Income
$128
Other Revenue
$0
All Other Contributions
$399,893
Change in Net Assets
$48,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$470,527
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$470,527
Total Revenue per Form 990
$470,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,796
Salaries, Compensation, and Employee Benefits$132,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$84,339$9,371-$93,710
Depreciation Depletion$52,907--$52,907
Interest$43,491--$43,491
Occupancy$34,043--$34,043
Insurance$22,220--$22,220
Office Expenses$16,338$1,815-$18,153
Other Employee Benefits$15,280$1,698-$16,978
Fees for Services Accounting$13,050$1,450-$14,500
Other Salaries and Wages$13,485--$13,485
Other Expenses$9,052$3,336-$9,052
All Other Expenses$7,571$563-$8,134
Payroll Taxes$7,164$796-$7,960
Fees for Services Legal$3,050--$3,050
Advertising$1,498--$1,498
Total Functional Expenses$399,047$22,882$0$421,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$421,929
Total Expenses per Audited Statements$421,929
Total Expenses per Form 990$421,929
Expenses Not Reported on Financial Statements$0
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$5,672
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 B, Line 11B

“The return is available for review either in paper or electronic form to all board members prior to filing.”

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

“All directors are updated annually or as needed”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request at the organization office”

Filing and Contact Details

Filer

Filer Name
Sonata Housing Inc
EIN
02-0351655
Phone
6034476827
Address
PO BOX 746, CENTER CONWAY, NH 03813

Signing Officer

Name
Carol Gregory
Title
Executive Director
Phone
6034476827
Signed
2018-08-10

Organization Details

Principal Officer
Carol Gregory
Formed
1980
Legal Domicile
Nh
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
0

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Gioia
Phone
2077801100
Raw XML Appendix396 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.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0466
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0342610
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03040
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03193
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt01910674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0399893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0387352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0379056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0378448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0365925
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01910674
IRS990ScheduleA/TotalSupportAmt01914333
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0343538
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01168865
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01512403
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0421929
IRS990ScheduleD/LandGrp/BookValueAmt034270
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0470527
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0377808
IRS990ScheduleD/TotalExpensesPerForm990Amt0421929
IRS990ScheduleD/TotalLiabilityAmt05672
IRS990ScheduleD/TotalRevenuePerForm990Amt0470527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0470527
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0421929
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS AVAILABLE FOR REVIEW EITHER IN PAPER OR ELECTRONIC FORM TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS ARE UPDATED ANNUALLY OR AS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0685753
IRS990/TotalAssetsEOYAmt0701233
IRS990/TotalAssetsGrp/BOYAmt0685753
IRS990/TotalAssetsGrp/EOYAmt0701233
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0399893
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0399047
IRS990/TotalFunctionalExpensesGrp/TotalAmt0421929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0582147
IRS990/TotalLiabilitiesEOYAmt0549029
IRS990/TotalLiabilitiesGrp/BOYAmt0582147
IRS990/TotalLiabilitiesGrp/EOYAmt0549029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0103606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0152204
IRS990/TotalOtherCompensationAmt019163
IRS990/TotalProgramServiceExpensesAmt0399047
IRS990/TotalProgramServiceRevenueAmt070506
IRS990/TotalReportableCompFromOrgAmt093700
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070634
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0470527
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0685753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0701233
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0103606
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0152204
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 746
IRS990/USAddress/CityNm0CENTER CONWAY
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003813
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06034476827
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONATA HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0SONA
ReturnHeader/Filer/EIN0020351655
ReturnHeader/Filer/PhoneNum06034476827
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 746
ReturnHeader/Filer/USAddress/CityNm0CENTER CONWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B7FB26EA5C876452684FB7491AACA7BD15FF4B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.97.160.26
ReturnHeader/FilingSecurityInformation/IPDt02018-08-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:30:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203690847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OTIS ATWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 GANNETT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077801100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS GIOIA
ReturnHeader/ReturnTs02018-08-10T14:36:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$701,233
Liabilities
$549,029
Net assets
$152,204
Revenue
$470,527
Expenses
$421,929
Net income
$48,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$1.99$3.51$5.05$4.98$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.58$2.14$3.44$5.27$4.69$0.58
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$2.75$2.86$5.20$4.93$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$3.30$2.59$5.10$4.55$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$3.99$2.04$4.98$4.53$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$4.45$1.59$4.81$5.31$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$4.93$2.09$4.79$4.22$0.57
2018Detailed filing. Detailed filing data is available for this year.$7.01$5.49$1.52$4.71$4.22$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$5.82$1.04$4.57$3.68$0.88
2016Detailed filing. Detailed filing data is available for this year.$6.55$6.40$0.15$4.47$4.38$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$6.57$0.37$4.47$4.92$0.45
2014Detailed filing. Detailed filing data is available for this year.$7.68$6.74$0.94$4.36$3.87$0.50
2013Summary only. Only limited summary data is available for this year.$7.41$6.98$0.44$1.01$0.93$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$7.01$0.35$4.23
2011Summary only. Only limited summary data is available for this year.$7.47$7.20$0.27$4.22$3.93$0.29