Civic Intelligence

Sonata Housing Inc.

990 • Fiscal year 2020 • EIN 02-0351655

Apr 01, 2019 to Mar 31, 2020 • Filed on Nov 05, 2020

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

90th percentile

0.74x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.93x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$98,589

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$603,869

Down $98,606 (-14%) from 2019

Net Assets

Down

$158,541

Down $50,558 (-24%) from 2019

Liabilities

Down

$445,328

Down $48,048 (-9.7%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin23rd percentile

Revenue

Up

$480,819

Up $2,054 (+0.4%) from 2019

Expenses

Up

$531,377

Up $109,507 (+26%) from 2019

Net Income

Down

-$50,558

Down $107,453 (-189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2020

Assets$603,869
Liabilities$445,328
Net Assets$158,541
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$480,819
Expenses$531,377
Net Income-$50,558
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$480,819
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$356,671$377,036▲ $20,365
Savings and Temporary Cash Investments$309,812$197,903▼ $111,909
Prepaid Expenses and Deferred Charges$10,856$10,570▼ $286
Accounts Receivable$6,769$7,579▲ $810
Cash and Non-Interest-Bearing Accounts$12,766$5,230▼ $7,536
Total Assets$702,475$603,869▼ $98,606
Other Assets Total$5,601$5,551▼ $50
Liabilities
Mortgage Notes Payable Secured by Investment Property$392,761$339,723▼ $53,038
Accounts Payable and Accrued Expenses$95,014$99,609▲ $4,595
Other Liabilities$5,601$5,551▼ $50
Deferred Revenue-$445-
Total Liabilities$493,376$445,328▼ $48,048
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$209,099$158,541▼ $50,558
Total Net Assets Fund Balance$209,099$158,541▼ $50,558
Total Liabilities and Net Assets / Fund Balance$702,475$603,869▼ $98,606

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$344,336$1,227,658$1,571,994
Land$32,700-$32,700
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carol GregoryExecutive DirectorFT$98,589$98,589

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$402,447
Program Service Revenue
$78,248
Investment Income
$124
Other Revenue
$0
All Other Contributions
$402,447
Change in Net Assets
$-50,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$480,819
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$480,819
Total Revenue per Form 990
$480,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$395,722
Salaries, Compensation, and Employee Benefits$135,655
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$88,730$9,859-$98,589
Depreciation Depletion$47,599--$47,599
Interest$33,691--$33,691
Office Expenses$21,637$2,404-$24,041
Insurance$23,041--$23,041
Other Employee Benefits$19,214$2,134-$21,348
Fees for Services Accounting$13,950$1,550-$15,500
Fees for Services Legal$13,947--$13,947
All Other Expenses$12,568$502-$13,070
Other Expenses$10,940$10,818-$10,940
Other Salaries and Wages$7,929--$7,929
Payroll Taxes$7,010$779-$7,789
Advertising$1,248--$1,248
Total Functional Expenses$503,331$28,046$0$531,377

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$531,377
Total Expenses per Audited Statements$531,377
Total Expenses per Form 990$531,377
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$5,551
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
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
2020-11-05

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 AppendixShowing 400 of 408 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/BOYAmt095014
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt099609
IRS990/AccountsReceivableGrp/BOYAmt06769
IRS990/AccountsReceivableGrp/EOYAmt07579
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING TO THE DEVELOPMENTALLY AND PHYSICALLY DISABLED, ELDERLY, AND THOSE WITH LOW INCOME
IRS990/AdvertisingGrp/ProgramServicesAmt01248
IRS990/AdvertisingGrp/TotalAmt01248
IRS990/AllOtherContributionsAmt0402447
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0502
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012568
IRS990/AllOtherExpensesGrp/TotalAmt013070
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CAROL GREGORY
IRS990/BooksInCareOfDetail/PhoneNum06034476827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028 WASINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONWAY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003818
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt012766
IRS990/CashNonInterestBearingGrp/EOYAmt05230
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09859
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt088730
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt098589
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0402447
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0124
IRS990/CYOtherExpensesAmt0395722
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt078248
IRS990/CYRevenuesLessExpensesAmt0-50558
IRS990/CYSalariesCompEmpBnftPaidAmt0135655
IRS990/CYTotalExpensesAmt0531377
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0480819
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0445
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt047599
IRS990/DepreciationDepletionGrp/TotalAmt047599
IRS990/Desc0PROVISION OF APPROPRIATE HOUSING FOR DEVELOPMENTALLY AND PHYSICALLY DISABLED INDIVIDUALS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0503331
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01550
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt013950
IRS990/FeesForServicesAccountingGrp/TotalAmt015500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt013947
IRS990/FeesForServicesLegalGrp/TotalAmt013947
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0JOHN FURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH KELLNER
IRS990/Form990PartVIISectionAGrp/PersonNm2STORMY GAYLE DUNTON
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA KELLNER
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FAWCETT
IRS990/Form990PartVIISectionAGrp/PersonNm6JERRY PARENT
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROL GREGORY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt798589
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0480819
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023041
IRS990/InsuranceGrp/TotalAmt023041
IRS990/InterestGrp/ProgramServicesAmt033691
IRS990/InterestGrp/TotalAmt033691
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0124
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0124
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01227658
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0356671
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0377036
IRS990/LandBldgEquipCostOrOtherBssAmt01604694
IRS990/LegalDomicileStateCd0NH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HOUSING TO THE DISABLED, ELDERLY, AND THOSE WITH LOW INCOME
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0392761
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0339723
IRS990/NetAssetsOrFundBalancesBOYAmt0209099
IRS990/NetAssetsOrFundBalancesEOYAmt0158541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0209099
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0158541
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02404
IRS990/OfficeExpensesGrp/ProgramServicesAmt021637
IRS990/OfficeExpensesGrp/TotalAmt024041
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05601
IRS990/OtherAssetsTotalGrp/EOYAmt05551
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02134
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019214
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021348
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3SNOW REMOVAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010818
IRS990/OtherExpensesGrp/ProgramServicesAmt097357
IRS990/OtherExpensesGrp/ProgramServicesAmt162365
IRS990/OtherExpensesGrp/ProgramServicesAmt242105
IRS990/OtherExpensesGrp/ProgramServicesAmt310940
IRS990/OtherExpensesGrp/TotalAmt0108175
IRS990/OtherExpensesGrp/TotalAmt162365
IRS990/OtherExpensesGrp/TotalAmt242105
IRS990/OtherExpensesGrp/TotalAmt310940
IRS990/OtherLiabilitiesGrp/BOYAmt05601
IRS990/OtherLiabilitiesGrp/EOYAmt05551
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07929
IRS990/OtherSalariesAndWagesGrp/TotalAmt07929
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0779
IRS990/PayrollTaxesGrp/ProgramServicesAmt07010
IRS990/PayrollTaxesGrp/TotalAmt07789
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010856
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010570
IRS990/PrincipalOfficerNm0CAROL GREGORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt078248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078248
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0401847
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0139
IRS990/PYOtherExpensesAmt0297150
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt076779
IRS990/PYRevenuesLessExpensesAmt056895
IRS990/PYSalariesCompEmpBnftPaidAmt0124720
IRS990/PYTotalExpensesAmt0421870
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0478765
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-50558
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt078372
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0197903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0402447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0401847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0399893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0387352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0379056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01970595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0598
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0362156
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt01970595
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0402447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0401847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0399893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0387352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0379056
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01970595
IRS990ScheduleA/TotalSupportAmt01971193
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0344336
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01227658
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01571994
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0531377
IRS990ScheduleD/LandGrp/BookValueAmt032700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt032700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0480819
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0377036
IRS990ScheduleD/TotalExpensesPerForm990Amt0531377
IRS990ScheduleD/TotalLiabilityAmt05551
IRS990ScheduleD/TotalRevenuePerForm990Amt0480819
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0480819
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0531377
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0702475
IRS990/TotalAssetsEOYAmt0603869
IRS990/TotalAssetsGrp/BOYAmt0702475
IRS990/TotalAssetsGrp/EOYAmt0603869
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0402447
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028046
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0503331
IRS990/TotalFunctionalExpensesGrp/TotalAmt0531377
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0493376
IRS990/TotalLiabilitiesEOYAmt0445328
IRS990/TotalLiabilitiesGrp/BOYAmt0493376
IRS990/TotalLiabilitiesGrp/EOYAmt0445328
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209099
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0158541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0503331
IRS990/TotalProgramServiceRevenueAmt078248
IRS990/TotalReportableCompFromOrgAmt098589
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt078372
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0480819
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0702475
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0603869
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06034476827
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
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/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:31:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203690847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OTIS ATWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 GANNETT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$603,869
Liabilities
$445,328
Net assets
$158,541
Revenue
$480,819
Expenses
$531,377
Net income
-$50,558
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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