Civic Intelligence

Winter Valley Residences Incorporated

EIN 04-2616099 • 501(c)3 • Milton, MA

Profile

Endeavors to meet the needs of the seniors-in milton and surrounding communities- by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

600 Canton AvenueMilton, MA 02186

mreinc.org/WINTER.HTML

Siviq Scores

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

Liabilities / Assets

98th percentile

1.61x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

5.72x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.3%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$13,920,392

Down $1,620,235 (-10%) from 2023

Liabilities

Down

$22,439,947

Down $60,764 (-0.3%) from 2023

Net Assets

Down

-$8,519,555

Down $1,559,471 (-22%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin38th percentile

Revenue

Up

$3,922,103

Up $232,320 (+6.3%) from 2023

Expenses

Up

$3,894,198

Up $195,628 (+5.3%) from 2023

Net Income

Up

$27,905

Up $36,692 (+418%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $10,601,635Liabilities 2010: $7,138,303Net Assets 2010: $3,463,3322010Assets 2011: $10,511,304Liabilities 2011: $7,043,779Net Assets 2011: $3,467,5252011Assets 2012: $10,540,751Liabilities 2012: $7,008,379Net Assets 2012: $3,532,3722012Assets 2013: $10,252,129Liabilities 2013: $6,799,380Net Assets 2013: $3,452,7492013Assets 2014: $10,179,975Liabilities 2014: $6,776,090Net Assets 2014: $3,403,8852014Assets 2015: $10,010,948Liabilities 2015: $6,673,853Net Assets 2015: $3,337,0952015Assets 2016: $10,069,413Liabilities 2016: $6,354,401Net Assets 2016: $3,715,0122016Assets 2017: $10,090,464Liabilities 2017: $6,259,414Net Assets 2017: $3,831,0502017Assets 2018: $10,328,028Liabilities 2018: $6,157,756Net Assets 2018: $4,170,2722018Assets 2019: $10,565,592Liabilities 2019: $6,108,052Net Assets 2019: $4,457,5402019Assets 2020: $11,503,741Liabilities 2020: $5,915,275Net Assets 2020: $5,588,4662020Assets 2021: $12,775,638Liabilities 2021: $6,097,702Net Assets 2021: $6,677,9362021Assets 2022: $15,634,471Liabilities 2022: $22,585,768Net Assets 2022: -$6,951,2972022Assets 2023: $15,540,627Liabilities 2023: $22,500,711Net Assets 2023: -$6,960,0842023Assets 2024: $13,920,392Liabilities 2024: $22,439,947Net Assets 2024: -$8,519,5552024

Highlighted filing

2024

Assets$13,920,392
Liabilities$22,439,947
Net Assets-$8,519,555
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,943,8192010Expenses 2011: $1,941,3252011Expenses 2012: $1,902,3412012Revenue 2013: $1,959,625Expenses 2013: $2,039,248Net Income 2013: -$79,6232013Revenue 2014: $1,970,510Expenses 2014: $2,019,374Net Income 2014: -$48,8642014Revenue 2015: $2,047,759Expenses 2015: $2,114,549Net Income 2015: -$66,7902015Revenue 2016: $2,535,876Expenses 2016: $2,157,959Net Income 2016: $377,9172016Revenue 2017: $2,384,001Expenses 2017: $2,267,963Net Income 2017: $116,0382017Revenue 2018: $2,620,524Expenses 2018: $2,281,302Net Income 2018: $339,2222018Revenue 2019: $2,738,534Expenses 2019: $2,451,266Net Income 2019: $287,2682019Revenue 2020: $3,512,805Expenses 2020: $2,460,918Net Income 2020: $1,051,8872020Revenue 2021: $3,623,807Expenses 2021: $2,536,187Net Income 2021: $1,087,6202021Revenue 2022: $3,707,352Expenses 2022: $3,031,520Net Income 2022: $675,8322022Revenue 2023: $3,689,783Expenses 2023: $3,698,570Net Income 2023: -$8,7872023Revenue 2024: $3,922,103Expenses 2024: $3,894,198Net Income 2024: $27,9052024

Highlighted filing

2024

Revenue$3,922,103
Expenses$3,894,198
Net Income$27,905
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,920,392
Liabilities
$22,439,947
Net assets
-$8,519,555
Revenue
$3,922,103
Expenses
$3,894,198
Net income
$27,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$22.4$8.52$3.92$3.89$0.03
2023Detailed filing. Detailed filing data is available for this year.$15.5$22.5$6.96$3.69$3.70$0.01
2022Detailed filing. Detailed filing data is available for this year.$15.6$22.6$6.95$3.71$3.03$0.68
2021Detailed filing. Detailed filing data is available for this year.$12.8$6.10$6.68$3.62$2.54$1.09
2020Detailed filing. Detailed filing data is available for this year.$11.5$5.92$5.59$3.51$2.46$1.05
2019Detailed filing. Detailed filing data is available for this year.$10.6$6.11$4.46$2.74$2.45$0.29
2018Detailed filing. Detailed filing data is available for this year.$10.3$6.16$4.17$2.62$2.28$0.34
2017Detailed filing. Detailed filing data is available for this year.$10.1$6.26$3.83$2.38$2.27$0.12
2016Detailed filing. Detailed filing data is available for this year.$10.1$6.35$3.72$2.54$2.16$0.38
2015Detailed filing. Detailed filing data is available for this year.$10.0$6.67$3.34$2.05$2.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$10.2$6.78$3.40$1.97$2.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$10.3$6.80$3.45$1.96$2.04$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$7.01$3.53$1.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$7.04$3.47$1.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$7.14$3.46$1.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,922,103
Mission and Program Overview

Mission

Endeavors to meet the needs of the seniors-in milton and surrounding communities- by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

To meet the needs of seniors in milton and surrounding communities by providing housing and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,991,550$9,172,858▲ $181,308
Cash and Non-Interest-Bearing Accounts$322,972$142,892▼ $180,080
Prepaid Expenses and Deferred Charges$73,308$90,220▲ $16,912
Accounts Receivable$27,099$55,096▲ $27,997
Total Assets$15,540,627$13,920,392▼ $1,620,235
Other Assets Total$6,125,698$4,459,326▼ $1,666,372
Liabilities
Mortgage Notes Payable Secured by Investment Property$22,185,671$22,009,128▼ $176,543
Accounts Payable and Accrued Expenses$220,895$336,270▲ $115,375
Other Liabilities$93,450$91,394▼ $2,056
Deferred Revenue$695$3,155▲ $2,460
Total Liabilities$22,500,711$22,439,947▼ $60,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-6,960,084$-8,519,555▼ $1,559,471
Total Net Assets Fund Balance$-6,960,084$-8,519,555▼ $1,559,471
Total Liabilities and Net Assets / Fund Balance$15,540,627$13,920,392▼ $1,620,235

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,679,227$6,840,720$14,519,947
Equipment$505,084$1,068,127$1,573,211
Other Land Buildings$605,139$528,152$1,133,291
Land$383,408-$383,408
Other Assets Org$123,297--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
W Paul NeedhamPresident
Branch LaneTrustee
Carol SullivanTrustee
Ewald CharlesTrustee
John Looney MdTrustee
Michael BradyTrustee
Michael SullivanTrustee
Maritta M CroninSecretary
George GearyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,884,649
Investment Income
$37,454
Other Revenue
$0
Change in Net Assets
$27,905

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,922,103
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,922,103
Total Revenue per Form 990
$3,922,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,894,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,458,766--$1,458,766
Depreciation Depletion$477,895--$477,895
Insurance$182,358$12,094-$194,452
Fees for Services Management-$169,765-$169,765
Other Expenses$164,223$49,804-$164,223
All Other Expenses$103,889--$103,889
Fees for Services Legal-$58,414-$58,414
Office Expenses$35,900$2,644-$38,544
Fees for Services Accounting-$20,650-$20,650
Information Technology$14,097--$14,097
Advertising$7,729$730-$8,459
Total Functional Expenses$3,580,097$314,101$0$3,894,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,894,198
Total Expenses per Audited Statements$3,894,198
Total Expenses per Form 990$3,894,198
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Tenant Security Deposits$91,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management duties are performed by milton residences for the elderly, a related entity of the organization.”

Form 990, Part VI, Section B, Line 11B

“The tax returns are prepared by the corporation's audit firm. A draft of the form 990 is submitted to the corporation's management by its audit firm for review. Upon completion of management's review and resolution of any questions, the draft of the form 990 is then electronically submitted to the corporation's treasurer and/or finance committee for a second review and approval prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is determined and approved by the compensation committee of the organization. There were no key employees or officers paid.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Winter Valley Residences Inc
EIN
04-2616099
Phone
6176983005
Address
600 CANTON AVENUE, MILTON, MA 02186

Signing Officer

Name
W Paul Needham
Title
President
Phone
6176983005
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Paul Needham
Formed
1977
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Kevin Bonnett CPA
Phone
6176968900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net loan proceeds to related entity -1,587,376.”

FORM 990, PART XII, LINE 2C:

“The organization's board of directors assumes responsibility for the oversight of the audit.”

Raw XML AppendixShowing 400 of 499 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt055096
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AdvertisingGrp/ManagementAndGeneralAmt0730
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IRS990/AdvertisingGrp/TotalAmt08459
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDEAVORS TO MEET THE NEEDS OF THE SENIORS-IN MILTON AND SURROUNDING COMMUNITIES- BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt022185671
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt022009128
IRS990/NetAssetsOrFundBalancesBOYAmt0-6960084
IRS990/NetAssetsOrFundBalancesEOYAmt0-8519555
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-6960084
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-8519555
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02644
IRS990/OfficeExpensesGrp/ProgramServicesAmt035900
IRS990/OfficeExpensesGrp/TotalAmt038544
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06125698
IRS990/OtherAssetsTotalGrp/EOYAmt04459326
IRS990/OtherChangesInNetAssetsAmt0-1587376
IRS990/OtherExpensesGrp/Desc0FEES FOR MAINTENANCE, A
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049804
IRS990/OtherExpensesGrp/ProgramServicesAmt0441534
IRS990/OtherExpensesGrp/ProgramServicesAmt1477913
IRS990/OtherExpensesGrp/ProgramServicesAmt2215793
IRS990/OtherExpensesGrp/ProgramServicesAmt3164223
IRS990/OtherExpensesGrp/TotalAmt0491338
IRS990/OtherExpensesGrp/TotalAmt1477913
IRS990/OtherExpensesGrp/TotalAmt2215793
IRS990/OtherExpensesGrp/TotalAmt3164223
IRS990/OtherLiabilitiesGrp/BOYAmt093450
IRS990/OtherLiabilitiesGrp/EOYAmt091394
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073308
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090220
IRS990/PrincipalOfficerNm0W PAUL NEEDHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532420
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03870469
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03870469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114180
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035967
IRS990/PYOtherExpensesAmt03698570
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03653816
IRS990/PYRevenuesLessExpensesAmt0-8787
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03698570
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03689783
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt027905
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03884649
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01818
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01525
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03884649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03653816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03705211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03621989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03511280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018376945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078905
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.00250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99570
IRS990ScheduleA/PublicSupportPY509Pct00.99750
IRS990ScheduleA/PublicSupportTotal509Amt018376945
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03884649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03653816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03705211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03621989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03511280
IRS990ScheduleA/Total509Grp/TotalAmt018376945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03922103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03689783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03707352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03623807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03512805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018455850
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07679227
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06840720
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014519947
IRS990ScheduleD/EquipmentGrp/BookValueAmt0505084
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01068127
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01573211
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03894198
IRS990ScheduleD/LandGrp/BookValueAmt0383408
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0383408
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04336029
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1123297
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0605139
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0528152
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01133291
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03922103
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09172858
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04459326
IRS990ScheduleD/TotalExpensesPerForm990Amt03894198
IRS990ScheduleD/TotalLiabilityAmt091394
IRS990ScheduleD/TotalRevenuePerForm990Amt03922103
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03922103
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03894198
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES ARE PERFORMED BY MILTON RESIDENCES FOR THE ELDERLY, A RELATED ENTITY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURNS ARE PREPARED BY THE CORPORATION'S AUDIT FIRM. A DRAFT OF THE FORM 990 IS SUBMITTED TO THE CORPORATION'S MANAGEMENT BY ITS AUDIT FIRM FOR REVIEW. UPON COMPLETION OF MANAGEMENT'S REVIEW AND RESOLUTION OF ANY QUESTIONS, THE DRAFT OF THE FORM 990 IS THEN ELECTRONICALLY SUBMITTED TO THE CORPORATION'S TREASURER AND/OR FINANCE COMMITTEE FOR A SECOND REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THERE WERE NO KEY EMPLOYEES OR OFFICERS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF NET LOAN PROCEEDS TO RELATED ENTITY -1,587,376.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNQUITY HOUSE CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2WINTER VALLEY RESIDENCES II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043581983
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046207699
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2883665973
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030 CURTIS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1600 CANTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2600 CANTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd202186
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00

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