Civic Intelligence

Nelson Memorial Apartmentsfirst

990 • Fiscal year 2023 • EIN 04-2631775

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization ProfileN/A
6 Eddy StreetWaltham, MA 02453-7753

(781) 893-6563

Siviq Scores

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

Liabilities / Assets

84th percentile

0.50x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

5.76x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

0.8%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,544,636

Up $18,682 (+1.2%) from 2022

Net Assets

Up

$774,404

Up $35,139 (+4.8%) from 2022

Liabilities

Down

$770,232

Down $16,457 (-2.1%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin80th percentile

Revenue

Up

$133,703

Up $1,046 (+0.8%) from 2022

Expenses

Up

$98,564

Up $4,341 (+4.6%) from 2022

Net Income

Down

$35,139

Down $3,295 (-8.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $625,254Liabilities 2020: $0Net Assets 2020: $625,2542020Assets 2021: $1,617,530Liabilities 2021: $916,699Net Assets 2021: $700,8312021Assets 2022: $1,525,954Liabilities 2022: $786,689Net Assets 2022: $739,2652022Assets 2023: $1,544,636Liabilities 2023: $770,232Net Assets 2023: $774,4042023Assets 2024: $1,562,450Liabilities 2024: $755,433Net Assets 2024: $807,0172024

Highlighted filing

2023

Assets$1,544,636
Liabilities$770,232
Net Assets$774,404
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0Revenue 2020: $61,898Expenses 2020: $38,802Net Income 2020: $23,0962020Revenue 2021: $132,693Expenses 2021: $57,116Net Income 2021: $75,5772021Revenue 2022: $132,657Expenses 2022: $94,223Net Income 2022: $38,4342022Revenue 2023: $133,703Expenses 2023: $98,564Net Income 2023: $35,1392023Revenue 2024: $148,784Expenses 2024: $116,171Net Income 2024: $32,6132024

Highlighted filing

2023

Revenue$133,703
Expenses$98,564
Net Income$35,139
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Gross Receipts
$133,703
Mission and Program Overview

Mission

To provide low and moderate income housing for the elderly and other deserving persons of low and moderate income.

Low income housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,354,150$1,338,529▼ $15,621
Pd in Cap Srpls Land Bldg Eqp Fund$1,354,150$1,338,529▼ $15,621
Investments Other Securities$160,969$116,599▼ $44,370
Savings and Temporary Cash Investments-$71,096-
Cash and Non-Interest-Bearing Accounts$10,835$18,412▲ $7,577
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-614,885$-564,125▲ $50,760
Total Assets$1,525,954$1,544,636▲ $18,682
Liabilities
Mortgage Notes Payable Secured by Investment Property$786,689$770,232▼ $16,457
Total Liabilities$786,689$770,232▼ $16,457
Net Assets / Fund Balance
Total Net Assets Fund Balance$739,265$774,404▲ $35,139
Total Liabilities and Net Assets / Fund Balance$1,525,954$1,544,636▲ $18,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$900,049$181,630$1,081,679
Land$438,480-$438,480
Other Securities$74,707--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Geri NederhoffPresident
Cathy SukowDirector
Dianne PoulosDirector
Kerry MeaneyDirector
Larry YarbroughDirector
Steve HoffDirector
Steve MischkeDirector
Thomas NealDirector
Paul WeedenSecretary
Janice OstranderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$129,536
Investment Income
$4,167
Other Revenue
$0
Change in Net Assets
$35,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,564
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
Depreciation Depletion$26,821--$26,821
Interest$25,324--$25,324
Insurance$8,531--$8,531
Other Expenses$7,250--$7,250
All Other Expenses$1,990--$1,990
Fees for Services Accounting$1,700--$1,700
Office Expenses$135--$135
Total Functional Expenses$98,564$0$0$98,564
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
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, Part VI, Section B, line 11B

“The Board of Directors will review in detail the Form 990 before filing same.”

Form 990, Part VI, Section C, line 19

“Upon Request.”

Filing and Contact Details

Filer

Filer Name
Nelson Memorial ApartmentsFirst
EIN
04-2631775
Phone
7818936563
Address
6 Eddy Street, Waltham, MA 02453-7753

Signing Officer

Name
Janice Ostrander
Title
Treasurer
Phone
7818936563
Signed
2024-04-22

Organization Details

Principal Officer
Janice Ostrander
Formed
1977
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernest M Smith Jr CPA
Address
45 FRANKLIN STREET, LYNN, MA 01902
Preparer
Ernest M Smith Jr CPA
Phone
7815811724
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

“Water & Sewer: Program service expenses 1,904. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,904. Mass Filing Fees: Program service expenses 85. Management and general expenses 0. Fundraising expenses 0. Total expenses 85. Rent: Program service expenses 1. Management and general expenses 0. Fundraising expenses 0. Total expenses 1.”

Raw XML Appendix352 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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IRS990/USAddress/AddressLine1Txt06 Eddy Street
IRS990/USAddress/CityNm0Waltham
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0024537753
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Ostrander
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07818936563
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nelson Memorial ApartmentsFirst
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Lutheran Church
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0042631775
ReturnHeader/Filer/PhoneNum07818936563
ReturnHeader/Filer/USAddress/AddressLine1Txt06 Eddy Street
ReturnHeader/Filer/USAddress/CityNm0Waltham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024537753
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042661804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNEST M SMITH JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001902
ReturnHeader/PreparerPersonGrp/PhoneNum07815811724
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERNEST M SMITH JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-30T09:36:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Janice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ostrander
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,544,636
Liabilities
$770,232
Net assets
$774,404
Revenue
$133,703
Expenses
$98,564
Net income
$35,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.76$0.81$0.15$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.77$0.77$0.13$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.79$0.74$0.13$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.92$0.70$0.13$0.06$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.04$0.02