Civic Intelligence

Oldtown Country Club

EIN 04-2028288 • 501(c)7 • Newbury, MA

Profile

Oldtown country club was founded in 1903 by members of the dalton club of newburyport for the purposes of creating a summer recreational area on the banks of the parker river. Throughout the years, members have gathered together for social and recreational purposes including boating, swimming, dining, and tennis. Members serve on committees to work together for planning and implementation of social events for adults, families, and children. In addition, members serve on committees to maintain the physical structure of the club making it a working club as well as social. A dock is maintained on the parker river for members who are recreational boaters giving them access to their boats on moorings and at the town dock. Members and their guests then enjoy the parker river and plum island sound and surrounding areas. Recreational fishing is also popular among the members. A restaurant is maintained in the main clubhouse for members and their guests. Lunchs and dinners are served in an info

25 Marsh AvenueNewbury, MA 01951
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

2.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$153,840

Up $27,224 (+22%) from 2023

Liabilities

Flat

$782

Flat from 2023

Net Assets

Up

$153,058

Up $27,224 (+22%) from 2023

Revenue

Up

$329,894

Up $6,617 (+2.0%) from 2023

Expenses

Down

$302,670

Down $13,702 (-4.3%) from 2023

Net Income

Up

$27,224

Up $20,319 (+294%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2015: $61,778Liabilities 2015: $3,030Net Assets 2015: $58,7482015Assets 2016: $68,305Liabilities 2016: $222Net Assets 2016: $68,0832016Assets 2017: $78,762Liabilities 2017: $196Net Assets 2017: $78,5662017Assets 2018: $90,209Liabilities 2018: $983Net Assets 2018: $89,2262018Assets 2019: $82,453Liabilities 2019: $1,800Net Assets 2019: $80,6532019Assets 2020: $120,885Liabilities 2020: $783Net Assets 2020: $120,1022020Assets 2021: $117,728Liabilities 2021: $783Net Assets 2021: $116,9452021Assets 2022: $119,710Liabilities 2022: $781Net Assets 2022: $118,9292022Assets 2023: $126,616Liabilities 2023: $782Net Assets 2023: $125,8342023Assets 2024: $153,840Liabilities 2024: $782Net Assets 2024: $153,0582024

Highlighted filing

2024

Assets$153,840
Liabilities$782
Net Assets$153,058

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2015: $238,011Expenses 2015: $228,150Net Income 2015: $9,8612015Revenue 2016: $244,289Expenses 2016: $236,186Net Income 2016: $8,1032016Revenue 2017: $233,499Expenses 2017: $223,032Net Income 2017: $10,4672017Revenue 2018: $227,541Expenses 2018: $216,881Net Income 2018: $10,6602018Revenue 2019: $214,875Expenses 2019: $223,448Net Income 2019: -$8,5732019Revenue 2020: $107,561Expenses 2020: $68,368Net Income 2020: $39,1932020Revenue 2021: $186,867Expenses 2021: $191,216Net Income 2021: -$4,3492021Revenue 2022: $236,766Expenses 2022: $234,782Net Income 2022: $1,9842022Revenue 2023: $323,277Expenses 2023: $316,372Net Income 2023: $6,9052023Revenue 2024: $329,894Expenses 2024: $302,670Net Income 2024: $27,2242024

Highlighted filing

2024

Revenue$329,894
Expenses$302,670
Net Income$27,224

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 10, 2025
Return Version
2024v5.0
Gross Receipts
$329,894
Mission and Program Overview

Mission

Oldtown country club was founded in 1903 by members of the dalton club of newburyport for the purposes of creating a summer recreational area on the banks of the parker river. Throughout the years, members have gathered together for social and recreational purposes including boating, swimming, dining, and tennis. Members serve on committees to work together for planning and implementation of social events for adults, families, and children. In addition, members serve on committees to maintain the physical structure of the club making it a working club as well as social. A dock is maintained on the parker river for members who are recreational boaters giving them access to their boats on moorings and at the town dock. Members and their guests then enjoy the parker river and plum island sound and surrounding areas. Recreational fishing is also popular among the members. A restaurant is maintained in the main clubhouse for members and their guests. Lunchs and dinners are served in an info

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$125,834$153,058▲ $27,224
Savings and Temporary Cash Investments$76,349$88,989▲ $12,640
Land, Buildings, and Equipment, Net$47,312$49,850▲ $2,538
Cash and Non-Interest-Bearing Accounts$3,729$15,919▲ $12,190
Accounts Receivable$-724$-868▼ $144
Total Assets$126,616$153,840▲ $27,224
Other Assets Total$-50$-50→ $0
Liabilities
Other Liabilities$686$686→ $0
Accounts Payable and Accrued Expenses$96$96→ $0
Total Liabilities$782$782→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$125,834$153,058▲ $27,224
Total Liabilities and Net Assets / Fund Balance$126,616$153,840▲ $27,224
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark QuarentielloCo President
Michael CollinsCo President
Alice StengelTrustee/dire
Christopher BerginTrustee/dire
Jeanne ZabrowskiTrustee/dire
John FullfordTrustee/dire
Julie PhilbinTrustee/dire
Matthew HaleyTrustee/dire
James Connolly Jr2nd Vice Pre
Kristin PoulinCo 1st Vicep
Lisa EganCo 1st Vicep
Lisa ProctorSecretary
Deborah PierceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,903
Program Service Revenue
$147,978
Investment Income
$44
Other Revenue
$969
Change in Net Assets
$27,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,241
Salaries, Compensation, and Employee Benefits$20,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$93,306--$93,306
Insurance$26,351--$26,351
Other Salaries and Wages$18,513--$18,513
Office Expenses$6,534--$6,534
Depreciation Depletion$3,096--$3,096
Fees for Services Accounting$2,550--$2,550
Payroll Taxes$1,916--$1,916
All Other Expenses$1,617--$1,617
Fees for Services Other$1,135--$1,135
Other Expenses$923--$923
Total Functional Expenses$302,670$0$0$302,670
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unused Kitchen Committment$446
Gift Certificate Liability$240
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Oldtown Country Club
EIN
04-2028288
Phone
9782702124
Address
25 MARSH AVENUE, NEWBURY, MA 01951

Signing Officer

Name
Deborah Pierce
Title
Treasurer
Phone
9782702124
Signed
2025-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Poulin
Formed
1902
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
0
Employees
10

Preparer

Firm
MARY O'WILLIAMS CPA
Address
19 OLD ROWLEY RD, NEWBURY, MA 01951
Preparer
MARY O'WILLIAMS
Phone
9784659180
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Oldtown country club was founded in 1903 by members of the dalton club of newburyport for the purposes of creating a summer recreational area on the banks of the parker river. Throughout the years, members have gathered together for social and recreational purposes including boating, swimming, dining, and tennis. Members serve on committees to work together for planning and implementation of social events for adults, families, and children. In addition, members serve on committees to maintain the physical structure of the club making it a working club as well as social. A dock is maintained on the parker river for members who are recreational boaters giving them access to their boats on moorings and at the town dock. Members and their guests then enjoy the parker river and plum island sound and surrounding areas. Recreational fishing is also popular among the members. A restaurant is maintained in the main clubhouse for members and their guests. Lunchs and dinners are served in an informal atmosphere. A children's room is also maintained in the clubhouse, where member's children may congregate to read, play games and socialize with other children. The inground pool is where member children learn to swim or where members and guests may cool off on a hot summer day. For many, this is the beginning of a lifelong love of swimming. The clay tennis courts are available for lessons and games for members. Children learn to play tennis throughout the summer. Men and women have games throughout the week.

Form 990, Page 2, Part III, Line 4D

All club programs and events are offered for the convenience, entertainment and recreation of the club members

Form 990, Part XI, Line 9

Prior period adjustments 0

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IRS990/PayrollTaxesGrp/ProgramServicesAmt01916
IRS990/PayrollTaxesGrp/TotalAmt01916
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KRISTIN POULIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER'S RESTAURANT
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SOCIAL EVENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0133309
IRS990/ProgramServiceRevenueGrp/ExclusionAmt114669
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114669
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL CLUB PROGRAMS AND EVENTS ARE OFFERED FOR THE CONVENIENCE, ENTERTAINMENT AND RECREATION OF THE CLUB MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0302670
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0192957
IRS990/PYInvestmentIncomeAmt035
IRS990/PYOtherExpensesAmt0294689
IRS990/PYOtherRevenueAmt0671
IRS990/PYProgramServiceRevenueAmt0129614
IRS990/PYRevenuesLessExpensesAmt06905
IRS990/PYSalariesCompEmpBnftPaidAmt021683
IRS990/PYTotalExpensesAmt0316372
IRS990/PYTotalRevenueAmt0323277
IRS990/ReconcilationRevenueExpnssAmt027224
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0147978
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0125834
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0153058
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076349
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNUSED KITCHEN COMMITTMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GIFT CERTIFICATE LIABILITY
IRS990ScheduleD/TotalLiabilityAmt0686
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OLDTOWN COUNTRY CLUB WAS FOUNDED IN 1903 BY MEMBERS OF THE DALTON CLUB OF NEWBURYPORT FOR THE PURPOSES OF CREATING A SUMMER RECREATIONAL AREA ON THE BANKS OF THE PARKER RIVER. THROUGHOUT THE YEARS, MEMBERS HAVE GATHERED TOGETHER FOR SOCIAL AND RECREATIONAL PURPOSES INCLUDING BOATING, SWIMMING, DINING, AND TENNIS. MEMBERS SERVE ON COMMITTEES TO WORK TOGETHER FOR PLANNING AND IMPLEMENTATION OF SOCIAL EVENTS FOR ADULTS, FAMILIES, AND CHILDREN. IN ADDITION, MEMBERS SERVE ON COMMITTEES TO MAINTAIN THE PHYSICAL STRUCTURE OF THE CLUB MAKING IT A WORKING CLUB AS WELL AS SOCIAL. A DOCK IS MAINTAINED ON THE PARKER RIVER FOR MEMBERS WHO ARE RECREATIONAL BOATERS GIVING THEM ACCESS TO THEIR BOATS ON MOORINGS AND AT THE TOWN DOCK. MEMBERS AND THEIR GUESTS THEN ENJOY THE PARKER RIVER AND PLUM ISLAND SOUND AND SURROUNDING AREAS. RECREATIONAL FISHING IS ALSO POPULAR AMONG THE MEMBERS. A RESTAURANT IS MAINTAINED IN THE MAIN CLUBHOUSE FOR MEMBERS AND THEIR GUESTS. LUNCHS AND DINNERS ARE SERVED IN AN INFORMAL ATMOSPHERE. A CHILDREN'S ROOM IS ALSO MAINTAINED IN THE CLUBHOUSE, WHERE MEMBER'S CHILDREN MAY CONGREGATE TO READ, PLAY GAMES AND SOCIALIZE WITH OTHER CHILDREN. THE INGROUND POOL IS WHERE MEMBER CHILDREN LEARN TO SWIM OR WHERE MEMBERS AND GUESTS MAY COOL OFF ON A HOT SUMMER DAY. FOR MANY, THIS IS THE BEGINNING OF A LIFELONG LOVE OF SWIMMING. THE CLAY TENNIS COURTS ARE AVAILABLE FOR LESSONS AND GAMES FOR MEMBERS. CHILDREN LEARN TO PLAY TENNIS THROUGHOUT THE SUMMER. MEN AND WOMEN HAVE GAMES THROUGHOUT THE WEEK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL CLUB PROGRAMS AND EVENTS ARE OFFERED FOR THE CONVENIENCE, ENTERTAINMENT AND RECREATION OF THE CLUB MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD ADJUSTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0126616
IRS990/TotalAssetsEOYAmt0153840
IRS990/TotalAssetsGrp/BOYAmt0126616
IRS990/TotalAssetsGrp/EOYAmt0153840
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0302670
IRS990/TotalFunctionalExpensesGrp/TotalAmt0302670
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0782
IRS990/TotalLiabilitiesEOYAmt0782
IRS990/TotalLiabilitiesGrp/BOYAmt0782
IRS990/TotalLiabilitiesGrp/EOYAmt0782
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153058
IRS990/TotalOtherProgSrvcExpenseAmt0302670
IRS990/TotalProgramServiceExpensesAmt0302670
IRS990/TotalProgramServiceRevenueAmt0147978
IRS990/TotalRevenueGrp/ExclusionAmt0147978
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0329894
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0126616
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0153840
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt041 MAIN STREET
IRS990/USAddress/CityNm0BYFIELD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001922
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782702124
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLDTOWN COUNTRY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0OLDT
ReturnHeader/Filer/EIN0042028288
ReturnHeader/Filer/PhoneNum09782702124
ReturnHeader/Filer/USAddress/AddressLine1Txt025 MARSH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEWBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001951
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043537369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY O'WILLIAMS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 OLD ROWLEY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001951
ReturnHeader/PreparerPersonGrp/PhoneNum09784659180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY O'WILLIAMS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-28T14:54:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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