Civic Intelligence

Wales Home Inc

990PF • Fiscal year 2015 • EIN 04-1940730

May 01, 2014 to Apr 30, 2015 • Filed on Jul 09, 2015

Organization Profile
C/O Brent Warren Esq Suite 10Liberty Street, MA 02301

(508) 587-0531

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

3.3%

Faster asset growth than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,124,590

Up $68,055 (+3.3%) from 2014

Net Assets

Up

$2,124,590

Up $68,055 (+3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin63rd percentile

Revenue

Down

$116,947

Down $104,228 (-47%) from 2014

Expenses

Up

$106,629

Up $23,600 (+28%) from 2014

Net Income

Down

$10,318

Down $127,828 (-93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2015

Assets$2,124,590
Liabilities$0
Net Assets$2,124,590
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

2015

Revenue$116,947
Expenses$106,629
Net Income$10,318
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jul 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE GIVING FOR MEMEBRS OF THE COMMUNITY IN NEED OF SERVICES501C(3BROCKTON, MA, US$25,000
Paid Grant-CHARITABLE SERVICES TO MEMBERS OF THE COMMUNITY IN NEED501C(3BROCKTON, MA, US$15,000
Paid Grant-CHARITABL GIVINGS AND SERVICES TO MEMBERS OF THE COMMUNITY IN NEED501C(3BROCKTON, MA, US$15,000
Paid Grant-CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED501C(3BROCKTON, MA, US$10,000
Filing and Contact Details

Filer

Filer Name
Wales Home Inc
EIN
04-1940730
Phone
5085870531
Address
C/O Brent Warren Esq Suite 10, Liberty Street, MA 02301

Signing Officer

Name
Brent Warren
Title
Treasurer
Signed
2015-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Sulmonte and Frenier Llp
Address
1322 Belmont St Ste 201, Brockton, MA 02301
Preparer
Christopher Sulmonte
Phone
5085885946
Raw XML Appendix349 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0130 Liberty Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Brockton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Brent Warren
IRS990PF/StatementsRegardingActyGrp/PhoneNum05085870531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION OFFERS CARE TO THE ELDERLY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE GIVING FOR MEMBERS OF THE COMMUNITY NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE SERVICES TO MEMBERS OF THE COMMUNITY IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABL GIVINGS AND SERVICES TO MEMBERS OF THE COMMUNITY IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE GIVING FOR MEMEBRS OF THE COMMUNITY IN NEED OF SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C(3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C(3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C(3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C(3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LIVING INDEPEDENTLY FOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BROCKTON VISITING NURSE ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BROCKTON NEIGHBORHOOD HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BAMSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EQUALITY INC PO BOX 2356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 BELMONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt263 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 CHRISTY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FINANCIAL ASSISTANCE INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HEALTH INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13888
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23888
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32219
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt438
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt438
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021719
TaxesSchedule/TaxesDetail/Amt04148
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04148
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt179
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALES HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0WALE
ReturnHeader/Filer/EIN0041940730
ReturnHeader/Filer/PhoneNum05085870531
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Brent Warren Esq Suite 10
ReturnHeader/Filer/USAddress/CityNm0Liberty Street
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULMONTE AND FRENIER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01322 Belmont St Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002301
ReturnHeader/PreparerPersonGrp/PhoneNum05085885946
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Sulmonte
ReturnHeader/ReturnTs02015-07-09T11:26:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,124,590
Liabilities
$0
Net assets
$2,124,590
Revenue
$116,947
Expenses
$106,629
Net income
$10,318
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
Peer Organizations

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