Civic Intelligence

Wales Home Inc

990PF • Fiscal year 2011 • EIN 04-1940730

May 01, 2010 to Apr 30, 2011 • Filed on Jul 05, 2011

Organization Profile
C/O Brent Warren Esq Suite 1002301
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

74th percentile

$9,400

Higher top officer pay than 74% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,805,891

No earlier filing loaded for comparison.

Net Assets

$1,805,891

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$88,818

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,805,891Liabilities 2011: $0Net Assets 2011: $1,805,8912011Assets 2012: $1,810,072Liabilities 2012: $02012Assets 2013: $1,925,658Liabilities 2013: $1Net Assets 2013: $1,925,6572013Assets 2014: $2,056,535Liabilities 2014: $0Net Assets 2014: $2,056,5352014Assets 2015: $2,124,590Liabilities 2015: $0Net Assets 2015: $2,124,5902015Assets 2016: $2,000,459Liabilities 2016: $1Net Assets 2016: $2,000,4582016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$1,805,891
Liabilities$0
Net Assets$1,805,891
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $88,8182011Revenue 2012: $112,867Expenses 2012: $39,753Net Income 2012: $73,1142012Revenue 2013: $77,338Expenses 2013: $70,678Net Income 2013: $6,6602013Revenue 2014: $221,175Expenses 2014: $83,029Net Income 2014: $138,1462014Revenue 2015: $116,947Expenses 2015: $106,629Net Income 2015: $10,3182015Revenue 2016: $99,362Expenses 2016: $111,653Net Income 2016: -$12,2912016Revenue 2017: $155,367Expenses 2017: $127,765Net Income 2017: $27,6022017

Highlighted filing

2011

Revenue-
Expenses$88,818
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2010 to Apr 30, 2011
Signed
Jul 5, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT WARRENTreasurer-$9,400-$9,400
DAVID CARLETONDirector-$0--
GEORGE A MOBERGDirector-$0--
MARYANNE KELLEHERDirector-$0--
MARK A LANEDirector-$0--
RUTHER CAPERNAROSDirector-$0--
PRISCILLA MUELLERClerk-$0--
THOMAS SAMPSONPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED501C(3BROCKTON, MA, US$30,000
Paid Grant-CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED501C(3BROCKTON, MA, US$10,000
Filing and Contact Details

Filer

EIN
04-1940730
Raw XML Appendix352 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID CARLETON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GEORGE A MOBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARYANNE KELLEHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MARK A LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4RUTHER CAPERNAROS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5PRISCILLA MUELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6BRENT WARREN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7THOMAS SAMPSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5CLERK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1043 DEXTER AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1116 CARROLL AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12100 CHATHAM STREET
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15481 ROCKLAND STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16130 LIBERTY STREET SUITE 10
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE ORGANIZATION OFFERS CARE TO THE ELDERLY
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0LIVING INDEPEDENTLY FOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1BROCKTON VISITING NURSE ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10EQUALITY INC PO BOX 2356
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11500 BELMONT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BROCKTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BROCKTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990ScheduleB/ContributorInfo/AggregateContributions019889
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10BANK OF AMERICA 100 FEDERAL ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BOSTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002210
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0DANIEL W FIELDS TRUST
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0670
OtherDecreasesSchedule/OtherDecreases/Description0FEDERAL TAXES
OtherExpensesSchedule/OtherExpenses/Description0PAYROLL TAXES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE EXP & PAYROLL SERVICES
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE
OtherExpensesSchedule/OtherExpenses/Description3HEALTH INSURANCE
OtherExpensesSchedule/OtherExpenses/Description4FINANCIAL ASSISTANCE INSURANCE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01039
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11915
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps22519
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps37450
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps47450
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0115
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1827
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2827
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01154
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11915
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22519
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks38277
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks48277
OtherIncreasesSchedule/OtherIncreases/Amount0199917
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome014666
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount014666
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MANAGEMENT FEES BANK OF AMERICA
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome014666
TaxesSchedule/Taxes/Amount0110
TaxesSchedule/Taxes/Category0State Income taxres
TaxesSchedule/Taxes/DisbursementsCharitablePrps0110
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0041940730
ReturnHeader/Filer/Name/BusinessNameLine10WALES HOME INC
ReturnHeader/Filer/NameControl0WALE
ReturnHeader/Filer/Phone05085870531
ReturnHeader/Filer/USAddress/AddressLine10C/O Brent Warren Esq Suite 10
ReturnHeader/Filer/USAddress/City0Liberty Street
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002301
ReturnHeader/Officer/DateSigned02011-07-05
ReturnHeader/Officer/Name0IRENE REYNOLDS
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Sulmonte & Frenier LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1030 Center St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Brockton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002301
ReturnHeader/Preparer/Name0Christopher Sulmonte
ReturnHeader/Preparer/Phone05085885946
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-05-01
ReturnHeader/TaxPeriodEndDate02011-04-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-07-05T12:25:44-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,805,891
Liabilities
$0
Net assets
$1,805,891
Revenue
-
Expenses
$88,818
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.12$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.22$0.08$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.11$0.04$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.09