Civic Intelligence

Congretational Retirement Homes III Inc.

990 • Fiscal year 2012 • EIN 04-2628372

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 20, 2012

200 West Foster Street02176
Siviq Scores

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

Liabilities / Assets

74th percentile

0.43x

Higher debt load relative to assets than 74% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,771,944

Down $97,848 (-2.5%) from 2011

Net Assets

Up

$2,146,630

Up $85,683 (+4.2%) from 2011

Liabilities

Down

$1,625,314

Down $183,531 (-10%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$927,726

Down $36,296 (-3.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,869,792Liabilities 2011: $1,808,845Net Assets 2011: $2,060,9472011Assets 2012: $3,771,944Liabilities 2012: $1,625,314Net Assets 2012: $2,146,6302012Assets 2013: $3,672,274Liabilities 2013: $1,457,039Net Assets 2013: $2,215,2352013Assets 2014: $3,588,837Liabilities 2014: $1,333,113Net Assets 2014: $2,255,7242014Assets 2015: $3,483,289Liabilities 2015: $1,141,029Net Assets 2015: $2,342,2602015Assets 2016: $3,681,131Liabilities 2016: $891,614Net Assets 2016: $2,789,5172016Assets 2017: $4,300,481Liabilities 2017: $706,371Net Assets 2017: $3,594,1102017Assets 2018: $4,827,024Liabilities 2018: $480,392Net Assets 2018: $4,346,6322018Assets 2019: $5,832,341Liabilities 2019: $703,847Net Assets 2019: $5,128,4942019Assets 2020: $6,560,238Liabilities 2020: $549,593Net Assets 2020: $6,010,6452020Assets 2021: $7,950,673Liabilities 2021: $621,738Net Assets 2021: $7,328,9352021Assets 2022: $8,647,947Liabilities 2022: $213,869Net Assets 2022: $8,434,0782022Assets 2023: $9,492,641Liabilities 2023: $222,348Net Assets 2023: $9,270,2932023Assets 2024: $10,403,804Liabilities 2024: $187,810Net Assets 2024: $10,215,9942024Assets 2025: $11,659,532Liabilities 2025: $198,567Net Assets 2025: $11,460,9652025

Highlighted filing

2012

Assets$3,771,944
Liabilities$1,625,314
Net Assets$2,146,630

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $964,0222011Expenses 2012: $927,7262012Revenue 2013: $1,035,020Expenses 2013: $966,415Net Income 2013: $68,6052013Revenue 2014: $1,038,802Expenses 2014: $998,313Net Income 2014: $40,4892014Revenue 2015: $1,040,448Expenses 2015: $953,912Net Income 2015: $86,5362015Revenue 2016: $1,447,497Expenses 2016: $1,000,240Net Income 2016: $447,2572016Revenue 2017: $1,906,142Expenses 2017: $1,101,549Net Income 2017: $804,5932017Revenue 2018: $1,939,631Expenses 2018: $1,187,109Net Income 2018: $752,5222018Revenue 2019: $1,982,460Expenses 2019: $1,200,598Net Income 2019: $781,8622019Revenue 2020: $2,310,122Expenses 2020: $1,427,971Net Income 2020: $882,1512020Revenue 2021: $2,610,569Expenses 2021: $1,292,279Net Income 2021: $1,318,2902021Revenue 2022: $2,711,585Expenses 2022: $1,606,442Net Income 2022: $1,105,1432022Revenue 2023: $2,811,755Expenses 2023: $1,975,540Net Income 2023: $836,2152023Revenue 2024: $2,975,451Expenses 2024: $2,029,750Net Income 2024: $945,7012024Revenue 2025: $3,344,049Expenses 2025: $2,099,078Net Income 2025: $1,244,9712025

Highlighted filing

2012

Revenue-
Expenses$927,726
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 20, 2012
Return Version
2011v1.2
Gross Receipts
$1,013,409
Mission and Program Overview

Mission

To provide retirement housing to low to middle income individuals under the hud 202/section 8 housing programs.

Filing and Contact Details

Filer

EIN
04-2628372
Raw XML AppendixShowing 400 of 480 raw XML fields

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IRS990/ActivityOrMissionDescription0PROVIDE RETIREMENT HOUSING TO LOW TO MIDDLE INCOME UNDER THE HUD 202/SECTION 8 HOUSING PROGRAMS.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE CORPORATION OPERATES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CORPORATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CORPORATION. THE CORPORATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE CORPORATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CORPORATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CORPORATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
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IRS990ScheduleO/GeneralExplanation/Explanation0CONGREGATIONAL RETIREMENT HOMES, INC. IS MANAGED BY PEABODY PROPERTIES INC.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION HAS ONE CLASS OF MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE DIRECTORS WILL BE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF THE MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation4AFTER A COMPLETE REVIEW, THE MANAGEMENT COMPANY FORWARDS THE FORM 990 TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 IF THERE ARE NO QUESTIONS OR CONCERNS FOR THE AUDITING FIRM.
IRS990ScheduleO/GeneralExplanation/Explanation5THE BOARD MEETS MONTHLY AND AT THESE MEETINGS THEY DISCUSS AND ADDRESS ANY CONFLICTS SHOULD THEY ARISE.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7DAVID P. HENRY - 200 WEST FOSTER STREET, MELROSE, MA 02176. ROBERT T. OOSTERMAN - 200 WEST FOSTER STREET, MELROSE, MA 02176. CHRISTA M.W. EVANSON - 200 WEST FOSTER STREET, MELROSE, MA 02176. PAUL PERKINS - 200 WEST FOSTER STREET, MELROSE, MA 02176. ANN AHLIN - 200 WEST FOSTER STREET, MELROSE, MA 02176. JANE MCDONALD - 200 WEST FOSTER STREET, MELROSE, MA 02176. RICHARD BROWN - 200 WEST FOSTER STREET, MELROSE, MA 02176. GEORGE TURA - 200 WEST FOSTER STREET, MELROSE, MA 02176. DAVID LUCAS - 200 WEST FOSTER STREET, MELROSE, MA 02176.
IRS990ScheduleO/GeneralExplanation/Explanation8FORM 990, PART XI, LINE 2C: THE COMPANY ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Explanation9SNOW REMOVAL 4,775 TRASH REMOVAL 5,344 WORKER'S COMPENSATION 837 MISCELLANEOUS ADMINISTRATIVE EXPENSES 912 MAINTENANCE SUPPLIES 7,880 MISCELLANEOUS OPERATING EXPENSES 6,605 OFFICE SALARIES 64,898 MANAGEMENT FEE 50,237 AUDIT 9,000 PAYROLL TAXES 14,167 OTHER EMPLOYEE BENEFITS 49,642 MAINTENANCE PAYROLL 72,257 MANAGERS SALARY 15,907 TOTAL OTHER EXPENSES 302,461
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990 PART IX, LINE 24F: SCHEDULE OF ALL OTHER EXPENSES
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10200 WEST FOSTER STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11200 WEST FOSTER STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MELROSE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1MELROSE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode002176
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode102176
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/EIN0042436874
IRS990ScheduleR/Form990ScheduleRPartII/EIN1237234527
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10CONGREGATIONAL RETIREMENT HOMES INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11CONGREGATIONAL RETIREMENT HOMES II INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0ELDERLY HOUSING
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1ELDERLY HOUSING
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus17
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MA
IRS990/StatesWhereCopyOfReturnIsFiled0MA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.20$11.5$3.34$2.10$1.24
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.19$10.2$2.98$2.03$0.95
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.22$9.27$2.81$1.98$0.84
2022Detailed filing. Detailed filing data is available for this year.$8.65$0.21$8.43$2.71$1.61$1.11
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.62$7.33$2.61$1.29$1.32
2020Detailed filing. Detailed filing data is available for this year.$6.56$0.55$6.01$2.31$1.43$0.88
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.70$5.13$1.98$1.20$0.78
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.48$4.35$1.94$1.19$0.75
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.71$3.59$1.91$1.10$0.80
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.89$2.79$1.45$1.00$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.48$1.14$2.34$1.04$0.95$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.59$1.33$2.26$1.04$1.00$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$1.46$2.22$1.04$0.97$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$1.63$2.15$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$1.81$2.06$0.96