Civic Intelligence

Weston Community Housing Inc.

990 • Fiscal year 2014 • EIN 04-2606224

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

23 Village RoadWeston, MA 02193

(781) 891-7010

Siviq Scores

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

Liabilities / Assets

78th percentile

0.48x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

4.47x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

55th percentile

4.2%

Higher net margin than 55% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,946,069

Up $140,449 (+2.9%) from 2013

Net Assets

Up

$2,560,975

Up $95,077 (+3.9%) from 2013

Liabilities

Up

$2,385,094

Up $45,372 (+1.9%) from 2013

Revenue

Up

$534,011

Up $29,871 (+5.9%) from 2013

Expenses

Down

$511,734

Down $4,976 (-1.0%) from 2013

Net Income

Up

$22,277

Up $34,847 (+277%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,605,546Liabilities 2011: $2,274,464Net Assets 2011: $2,331,0822011Assets 2012: $4,685,767Liabilities 2012: $2,280,164Net Assets 2012: $2,405,6032012Assets 2013: $4,805,620Liabilities 2013: $2,339,722Net Assets 2013: $2,465,8982013Assets 2014: $4,946,069Liabilities 2014: $2,385,094Net Assets 2014: $2,560,9752014Assets 2015: $4,997,078Liabilities 2015: $2,381,148Net Assets 2015: $2,615,9302015Assets 2016: $4,957,363Liabilities 2016: $2,271,988Net Assets 2016: $2,685,3752016Assets 2017: $4,942,946Liabilities 2017: $2,156,362Net Assets 2017: $2,786,5842017Assets 2018: $4,796,806Liabilities 2018: $1,913,826Net Assets 2018: $2,882,9802018Assets 2019: $4,753,468Liabilities 2019: $1,775,221Net Assets 2019: $2,978,2472019Assets 2020: $4,747,792Liabilities 2020: $1,673,353Net Assets 2020: $3,074,4392020Assets 2021: $4,714,170Liabilities 2021: $1,543,977Net Assets 2021: $3,170,1932021Assets 2022: $4,857,739Liabilities 2022: $1,653,410Net Assets 2022: $3,204,3292022Assets 2023: $4,954,520Liabilities 2023: $1,729,460Net Assets 2023: $3,225,0602023Assets 2024: $5,019,799Liabilities 2024: $1,768,617Net Assets 2024: $3,251,1822024Assets 2025: $4,945,137Liabilities 2025: $1,682,256Net Assets 2025: $3,262,8812025

Highlighted filing

2014

Assets$4,946,069
Liabilities$2,385,094
Net Assets$2,560,975

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $496,0232011Expenses 2012: $501,4072012Revenue 2013: $504,140Expenses 2013: $516,710Net Income 2013: -$12,5702013Revenue 2014: $534,011Expenses 2014: $511,734Net Income 2014: $22,2772014Revenue 2015: $505,669Expenses 2015: $519,391Net Income 2015: -$13,7222015Revenue 2016: $496,529Expenses 2016: $498,580Net Income 2016: -$2,0512016Revenue 2017: $509,163Expenses 2017: $487,849Net Income 2017: $21,3142017Revenue 2018: $509,007Expenses 2018: $496,860Net Income 2018: $12,1472018Revenue 2019: $511,480Expenses 2019: $506,045Net Income 2019: $5,4352019Revenue 2020: $518,275Expenses 2020: $514,853Net Income 2020: $3,4222020Revenue 2021: $517,087Expenses 2021: $518,518Net Income 2021: -$1,4312021Revenue 2022: $579,150Expenses 2022: $554,936Net Income 2022: $24,2142022Revenue 2023: $605,258Expenses 2023: $584,527Net Income 2023: $20,7312023Revenue 2024: $642,115Expenses 2024: $615,993Net Income 2024: $26,1222024Revenue 2025: $650,608Expenses 2025: $638,909Net Income 2025: $11,6992025

Highlighted filing

2014

Revenue$534,011
Expenses$511,734
Net Income$22,277
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.0
Gross Receipts
$534,011
Mission and Program Overview

Mission

Develpoment, rental & management of housing for low and moderate income elderly

Development, rental & management of housing for low and moderate income elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,449,079$4,449,079→ $0
Savings and Temporary Cash Investments$334,406$477,208▲ $142,802
Cash and Non-Interest-Bearing Accounts$14,457$11,179▼ $3,278
Prepaid Expenses and Deferred Charges$7,678$8,603▲ $925
Total Assets$4,805,620$4,946,069▲ $140,449
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,941,093$1,874,011▼ $67,082
Other Liabilities$397,002$511,083▲ $114,081
Accounts Payable and Accrued Expenses$1,627--
Total Liabilities$2,339,722$2,385,094▲ $45,372
Net Assets / Fund Balance
Unrestricted Net Assets$2,465,898$2,560,975▲ $95,077
Total Net Assets Fund Balance$2,465,898$2,560,975▲ $95,077
Total Liabilities and Net Assets / Fund Balance$4,805,620$4,946,069▲ $140,449

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,141,511-$4,141,511
Land$300,000-$300,000
Equipment$7,568-$7,568
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles FootePresident/director
Michael EckerVice President/director
Robert NolanVice President/director
Tod FooteVice President/director
Ned RossiterClerk/director
Lloyd KannenbergDirector
Pamela WoodDirector
Ellie DosickResident Director
Frank SullivanResident Director
Olive HarrisResident Director
Bruce PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,935
Program Service Revenue
$506,756
Investment Income
$320
Other Revenue
$0
All Other Contributions
$26,935
Change in Net Assets
$22,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$474,209
Salaries, Compensation, and Employee Benefits$37,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$82,176--$82,176
All Other Expenses$56,307--$56,307
Other Expenses$38,818--$38,818
Current Officers, Directors, Trustees, and Key Employees$37,525--$37,525
Insurance$28,759--$28,759
Office Expenses$5,229--$5,229
Fees for Services Accounting$4,575--$4,575
Fees for Services Legal$4,200--$4,200
Total Functional Expenses$511,734$0$0$511,734
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
Reserve for Contingencies$503,938
Accrued Interest$4,425
Accrued Expenses$2,500
Unamortized Entry Fees$220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Part VI, Section B, line 11

Completed form 990 given to treasurer to review and comment as to completeness and accuracy

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy and financial sattements available upon request.

Filing and Contact Details

Filer

EIN
04-2606224
Phone
7818917010

Signing Officer

Name
Bruce Peterson
Title
Treasurer
Phone
7818917010
Signed
2014-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Peterson
Formed
1976
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
0

Preparer

Preparer
Peter M Petrella
Phone
7813957756
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

SNOW REMOVAL: Program service expenses 21999. Management and general expenses 0. Fundraising expenses 0. Total expenses 21999. CUSTODIAL EXPENSE: Program service expenses 21308. Management and general expenses 0. Fundraising expenses 0. Total expenses 21308. PYMT-TOWN OF WESTON: Program service expenses 13000. Management and general expenses 0. Fundraising expenses 0. Total expenses 13000.

Form 990, Part XI, line 9:

Amortization of entry fees 4400. Rent supplement 68400.

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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036216
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02160
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0506756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0503680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0508095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0496198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0493491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02508220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04344
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00370
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99630
IRS990ScheduleA/PublicSupportTotal509Amt02544436
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0533691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0503700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0508215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0497198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0501632
IRS990ScheduleA/Total509Grp/TotalAmt02544436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0534011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0504140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0509242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0497595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0503792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02548780
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/BookValueAmt04141511
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04141511
IRS990ScheduleD/EquipmentGrp/BookValueAmt07568
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07568
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1503938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNAMORTIZED ENTRY FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESERVE FOR CONTINGENCIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04449079
IRS990ScheduleD/TotalLiabilityAmt0511083
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED FORM 990 GIVEN TO TREASURER TO REVIEW AND COMMENT AS TO COMPLETENESS AND ACCURACY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL SATTEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SNOW REMOVAL: Program service expenses 21999. Management and general expenses 0. Fundraising expenses 0. Total expenses 21999. CUSTODIAL EXPENSE: Program service expenses 21308. Management and general expenses 0. Fundraising expenses 0. Total expenses 21308. PYMT-TOWN OF WESTON: Program service expenses 13000. Management and general expenses 0. Fundraising expenses 0. Total expenses 13000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMORTIZATION OF ENTRY FEES 4400. RENT SUPPLEMENT 68400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04805620
IRS990/TotalAssetsEOYAmt04946069
IRS990/TotalAssetsGrp/BOYAmt04805620
IRS990/TotalAssetsGrp/EOYAmt04946069
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026935
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0511734
IRS990/TotalFunctionalExpensesGrp/TotalAmt0511734
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02339722
IRS990/TotalLiabilitiesEOYAmt02385094
IRS990/TotalLiabilitiesGrp/BOYAmt02339722
IRS990/TotalLiabilitiesGrp/EOYAmt02385094
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02465898
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02560975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0511734
IRS990/TotalProgramServiceRevenueAmt0506756
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0507076
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0534011
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04805620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04946069
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02465898
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02560975
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1023 VILLAGE ROAD
IRS990/USAddress/City0WESTON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$1.68$3.26$0.65$0.64$0.01
2024Detailed filing. Detailed filing data is available for this year.$5.02$1.77$3.25$0.64$0.62$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.95$1.73$3.23$0.61$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.86$1.65$3.20$0.58$0.55$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.71$1.54$3.17$0.52$0.52$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.75$1.67$3.07$0.52$0.51$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.75$1.78$2.98$0.51$0.51$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.80$1.91$2.88$0.51$0.50$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.94$2.16$2.79$0.51$0.49$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.96$2.27$2.69$0.50$0.50$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.00$2.38$2.62$0.51$0.52$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.95$2.39$2.56$0.53$0.51$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$2.34$2.47$0.50$0.52$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.28$2.41$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$2.27$2.33$0.50