Civic Intelligence

Copley Woodlands Inc.

990 • Fiscal year 2013 • EIN 03-0352086

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 12, 2014

Organization Profilewww.copleywoodlands.com

Refreshing map…

125 Thomas LaneStowe, VT 05672
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.07x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,389,421

Up $31,832 (+1.4%) from 2012

Net Assets

Up

$2,315,464

Up $39,044 (+1.7%) from 2012

Liabilities

Down

$73,957

Down $7,212 (-8.9%) from 2012

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin54th percentile

Revenue

$1,003,927

No earlier filing loaded for comparison.

Expenses

Up

$964,883

Up $30,135 (+3.2%) from 2012

Net Income

$39,044

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,348,409Liabilities 2010: $89,531Net Assets 2010: $2,258,8782010Assets 2011: $2,342,026Liabilities 2011: $59,656Net Assets 2011: $2,282,3702011Assets 2012: $2,357,589Liabilities 2012: $81,169Net Assets 2012: $2,276,4202012Assets 2013: $2,389,421Liabilities 2013: $73,957Net Assets 2013: $2,315,4642013Assets 2014: $2,247,039Liabilities 2014: $79,411Net Assets 2014: $2,167,6282014Assets 2015: $2,204,787Liabilities 2015: $78,893Net Assets 2015: $2,125,8942015Assets 2016: $2,190,325Liabilities 2016: $68,657Net Assets 2016: $2,121,6682016Assets 2017: $2,238,609Liabilities 2017: $86,939Net Assets 2017: $2,151,6702017Assets 2018: $2,403,027Liabilities 2018: $87,057Net Assets 2018: $2,315,9702018Assets 2019: $2,547,665Liabilities 2019: $87,175Net Assets 2019: $2,460,4902019Assets 2020: $2,733,566Liabilities 2020: $83,913Net Assets 2020: $2,649,6532020Assets 2021: $3,610,502Liabilities 2021: $107,132Net Assets 2021: $3,503,3702021Assets 2022: $3,496,940Liabilities 2022: $128,418Net Assets 2022: $3,368,5222022Assets 2023: $3,410,323Liabilities 2023: $118,971Net Assets 2023: $3,291,3522023Assets 2024: $3,504,724Liabilities 2024: $154,992Net Assets 2024: $3,349,7322024

Highlighted filing

2013

Assets$2,389,421
Liabilities$73,957
Net Assets$2,315,464
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $886,0142010Expenses 2011: $910,8492011Expenses 2012: $934,7482012Revenue 2013: $1,003,927Expenses 2013: $964,883Net Income 2013: $39,0442013Revenue 2014: $834,774Expenses 2014: $982,610Net Income 2014: -$147,8362014Revenue 2015: $952,414Expenses 2015: $994,148Net Income 2015: -$41,7342015Revenue 2016: $969,842Expenses 2016: $974,068Net Income 2016: -$4,2262016Revenue 2017: $1,011,259Expenses 2017: $981,257Net Income 2017: $30,0022017Revenue 2018: $1,197,193Expenses 2018: $1,032,893Net Income 2018: $164,3002018Revenue 2019: $1,240,616Expenses 2019: $1,096,096Net Income 2019: $144,5202019Revenue 2020: $1,238,712Expenses 2020: $1,049,549Net Income 2020: $189,1632020Revenue 2021: $1,278,027Expenses 2021: $1,149,610Net Income 2021: $128,4172021Revenue 2022: $1,173,867Expenses 2022: $1,308,715Net Income 2022: -$134,8482022Revenue 2023: $1,318,012Expenses 2023: $1,395,182Net Income 2023: -$77,1702023Revenue 2024: $1,558,416Expenses 2024: $1,500,036Net Income 2024: $58,3802024

Highlighted filing

2013

Revenue$1,003,927
Expenses$964,883
Net Income$39,044
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 12, 2014
Return Version
2012v2.1
Gross Receipts
$1,003,927
Mission and Program Overview

Mission

Copley Woodlands, Inc. provides elderly persons with housing facilities and services specifically designed to meet their physical, social and psychological needs and to promote their health, security, happiness and usefulness in longer living.

Filing and Contact Details

Filer

EIN
03-0352086
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IRS990ScheduleO/GeneralExplanation/Explanation0The Corporation shall have two equal members: Copley Health Systems, Inc. and Fletcher Allen Health Care, Inc., both acting through their respective Board of Trustees.
IRS990ScheduleO/GeneralExplanation/Explanation1The number of Directors of the Corporation shall include two Board members selected by Fletcher Allen Health Care, Inc., two Board members selected by Copley Health Systems, Inc., and two residents of Copley Woodlands, which the residents shall select. Said Directors shall serve unless and until removed by the entity which selected them. The regular term of office for each resident Board member shall be two years.
IRS990ScheduleO/GeneralExplanation/Explanation2The Directors shall have the general management of and control over all properties and affairs of the Corporation and shall have and may exercise all the powers of the Corporation except such as are expressly conferred upon or reserved to the Members by law or by the Articles of Incorporation or Bylaws.
IRS990ScheduleO/GeneralExplanation/Explanation3A copy of the Organization's Form 990 is provided to John Steel, Vice Chair of Copley Health Systems, Inc., for review prior to being filed. The Form 990 is also presented to the Copley Health Systems Finance Committee, which takes responsibility for review of the 990 for the Board. CHSI is a 50% owner of the Organization.
IRS990ScheduleO/GeneralExplanation/Explanation4To ensure that the Corporation operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews of compliance with this policy and its disclosure requirements will be performed by the Board of Directors. All concerns relating to the effectiveness of this policy shall be considered by the Board when brought to the attention of its President or managing agent. Additionally, the Board shall annually review the statements and surveys completed by interested persons and shall maintain a list of individuals who may be considered disqualified persons under IRS regulations. The Managing Agent shall review arrangements and agreements with vendors and other such transactions to make sure that they are reasonable, are a result of arms-length bargaining and do not result in inurnment or impermissible private benefit. The Managing Agent shall report the results of its reviews annually to the Board. The Managing Agent of the Corporation shall review any potential conflict of interest which involves an interested person who is not a director or officer of the Corporation. The Managing Agent shall report the results of its reviews annually to the Board of Directors. In conducting the periodic reviews, the Corporation may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the board of its responsibility for ensuring that periodic reviews are conducted.
IRS990ScheduleO/GeneralExplanation/Explanation5The governing documents are made available upon request. The financial statements are made available to the public upon request.
IRS990ScheduleO/GeneralExplanation/Explanation6Officers of this Organization are not compensated for services rendered to the Organization.
IRS990ScheduleO/GeneralExplanation/Explanation7All salaries and wages are paid through the common paymaster, Copley Hospital, Inc. The number of employees who work for the Organization has been reported on line 2a.
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part VI, Line 15:
IRS990ScheduleO/GeneralExplanation/ReturnReference7Form 990, Part V, Line 2a:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0VT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10528 Washington Hwy
IRS990/TheBooksAreInCareOf/AddressUS/City0Morrisville
IRS990/TheBooksAreInCareOf/AddressUS/State0VT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode005661
IRS990/TheBooksAreInCareOf/NamePerson0Kevin Dorain
IRS990/TheBooksAreInCareOf/TelephoneNumber08028888138
IRS990/TotalAssets/BOY02357589
IRS990/TotalAssetsBOY02357589
IRS990/TotalAssets/EOY02389421
IRS990/TotalAssetsEOY02389421
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0964883
IRS990/TotalExpensesPriorYear0934748
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0191780
IRS990/TotalFunctionalExpenses/ProgramServices0773103
IRS990/TotalFunctionalExpenses/Total0964883
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI011925
IRS990/TotalLiabilities/BOY081169
IRS990/TotalLiabilitiesBOY081169
IRS990/TotalLiabilities/EOY073957
IRS990/TotalLiabilitiesEOY073957
IRS990/TotalLiabNetAssetsFundBalances/BOY02357589
IRS990/TotalLiabNetAssetsFundBalances/EOY02389421
IRS990/TotalNbrEmployees036
IRS990/TotalNbrVolunteers08
IRS990/TotalNetAssetsFundBalances/BOY02276420
IRS990/TotalNetAssetsFundBalances/EOY02315464
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0773103

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,389,421
Liabilities
$73,957
Net assets
$2,315,464
Revenue
$1,003,927
Expenses
$964,883
Net income
$39,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.15$3.35$1.56$1.50$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.12$3.29$1.32$1.40$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.13$3.37$1.17$1.31$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.11$3.50$1.28$1.15$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.08$2.65$1.24$1.05$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.09$2.46$1.24$1.10$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.09$2.32$1.20$1.03$0.16
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.09$2.15$1.01$0.98$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.07$2.12$0.97$0.97$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.08$2.13$0.95$0.99$0.04
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.25$0.08$2.17$0.83$0.98$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.07$2.32$1.00$0.96$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.08$2.28$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.06$2.28$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.09$2.26$0.89