Civic Intelligence

Community Options Inc.

990 • Fiscal year 2020 • EIN 04-2676825

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 26, 2021

Organization ProfileN/A

View Organization Page

PO Box 1352Belchertown, MA 01007

(413) 323-9681

Siviq Scores

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

Liabilities / Assets

74th percentile

0.35x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.22x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

36th percentile

-0.2%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$64,488

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$704,210

Up $168,946 (+32%) from 2019

Net Assets

Down

$458,635

Down $1,995 (-0.4%) from 2019

Liabilities

Up

$245,575

Up $170,941 (+229%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Up

$1,105,124

Up $56 (+0.0%) from 2019

Expenses

Up

$1,107,119

Up $9,423 (+0.9%) from 2019

Net Income

Down

-$1,995

Down $9,367 (-127%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$800K$600K$400K$200K$0Assets 2011: $281,710Liabilities 2011: $52,937Net Assets 2011: $228,7732011Assets 2012: $309,228Liabilities 2012: $45,289Net Assets 2012: $263,9392012Assets 2013: $347,704Liabilities 2013: $47,352Net Assets 2013: $300,3522013Assets 2014: $361,060Liabilities 2014: $46,576Net Assets 2014: $314,4842014Assets 2015: $445,120Liabilities 2015: $96,720Net Assets 2015: $348,4002015Assets 2016: $530,082Liabilities 2016: $104,234Net Assets 2016: $425,8482016Assets 2017: $529,277Liabilities 2017: $81,612Net Assets 2017: $447,6652017Assets 2018: $536,883Liabilities 2018: $83,625Net Assets 2018: $453,2582018Assets 2019: $535,264Liabilities 2019: $74,634Net Assets 2019: $460,6302019Assets 2020: $704,210Liabilities 2020: $245,575Net Assets 2020: $458,6352020Assets 2021: $774,641Liabilities 2021: $291,809Net Assets 2021: $482,8322021Assets 2022: $628,132Liabilities 2022: $129,884Net Assets 2022: $498,2482022Assets 2023: $744,879Liabilities 2023: $191,623Net Assets 2023: $553,2562023Assets 2024: $780,757Liabilities 2024: $176,880Net Assets 2024: $603,8772024Assets 2025: $748,814Liabilities 2025: $153,284Net Assets 2025: $595,5302025

Highlighted filing

2020

Assets$704,210
Liabilities$245,575
Net Assets$458,635
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $692,619Expenses 2011: $669,067Net Income 2011: $23,5522011Revenue 2012: $764,252Expenses 2012: $729,086Net Income 2012: $35,1662012Revenue 2013: $772,986Expenses 2013: $736,573Net Income 2013: $36,4132013Revenue 2014: $953,554Expenses 2014: $939,422Net Income 2014: $14,1322014Revenue 2015: $1,045,343Expenses 2015: $1,011,427Net Income 2015: $33,9162015Revenue 2016: $1,176,281Expenses 2016: $1,098,833Net Income 2016: $77,4482016Revenue 2017: $1,078,815Expenses 2017: $1,056,998Net Income 2017: $21,8172017Revenue 2018: $1,102,390Expenses 2018: $1,096,797Net Income 2018: $5,5932018Revenue 2019: $1,105,068Expenses 2019: $1,097,696Net Income 2019: $7,3722019Revenue 2020: $1,105,124Expenses 2020: $1,107,119Net Income 2020: -$1,9952020Revenue 2021: $1,119,642Expenses 2021: $1,095,445Net Income 2021: $24,1972021Revenue 2022: $1,254,419Expenses 2022: $1,239,003Net Income 2022: $15,4162022Revenue 2023: $1,479,877Expenses 2023: $1,424,869Net Income 2023: $55,0082023Revenue 2024: $1,603,820Expenses 2024: $1,553,199Net Income 2024: $50,6212024Revenue 2025: $1,639,212Expenses 2025: $1,647,559Net Income 2025: -$8,3472025

Highlighted filing

2020

Revenue$1,105,124
Expenses$1,107,119
Net Income-$1,995
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 26, 2021
Return Version
2019v5.2
Gross Receipts
$1,131,686
Mission and Program Overview

Mission

Services to people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$323,905$508,202▲ $184,297
Accounts Receivable$97,050$80,463▼ $16,587
Savings and Temporary Cash Investments$54,550$54,776▲ $226
Land, Buildings, and Equipment, Net$42,399$42,919▲ $520
Prepaid Expenses and Deferred Charges$15,770$16,260▲ $490
Total Assets$535,264$704,210▲ $168,946
Other Assets Total$1,590$1,590→ $0
Liabilities
Other Liabilities$0$163,900▲ $163,900
Accounts Payable and Accrued Expenses$74,634$81,675▲ $7,041
Total Liabilities$74,634$245,575▲ $170,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$460,630$458,635▼ $1,995
Total Net Assets Fund Balance$460,630$458,635▼ $1,995
Total Liabilities and Net Assets / Fund Balance$535,264$704,210▲ $168,946

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,400$111,598$123,998
Leasehold Improvements$30,519$12,041$42,560
Equipment$0$16,525$16,525
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann SheltonExecutive DirectorFT$64,488$64,488

Board Members and Trustees

NameTitle
Jan DoodyPresident
Aiden MaccullaghBoard Member
BILL O'CONNELLBoard Member
Cara Berneck EmeritusBoard Member
Carl CignoniBoard Member
Gail Oberly EmeritusBoard Member
Rebecca BouchardBoard Member
Traccie HillionBoard Member
Teresa Livingstone AbbateClerk/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$900
Program Service Revenue
$1,094,538
Investment Income
$1,230
Other Revenue
$8,456
All Other Contributions
$900
Change in Net Assets
$-1,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,105,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$26,562
Total Revenue per Audited Statements
$1,131,686
Total Revenue per Form 990
$1,105,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$859,479
Other Expenses$247,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$653,925$47,701-$701,626
Payroll Taxes$70,460$5,276-$75,736
Current Officers, Directors, Trustees, and Key Employees$49,694$18,380-$68,074
Occupancy$60,991$5,865-$66,856
Depreciation Depletion$32,070$270-$32,340
Insurance$20,181$3,127-$23,308
Travel$16,141$384-$16,525
Office Expenses$9,271$7,058-$16,329
Fees for Services Accounting-$15,400-$15,400
All Other Expenses$14,424--$14,424
Other Employee Benefits$14,043--$14,043
Other Expenses$7,994$7,308-$7,308
Conferences and Meetings$1,148--$1,148
Fees for Services Other-$850-$850
Total Functional Expenses$995,500$111,619$0$1,107,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,133,681
Expenses per Audited Statements$1,107,119
Total Expenses per Form 990$1,107,119
Expenses Not Reported on Form 990$26,562
Expenses Not Reported on Financial Statements$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
Refundable Advance - Paycheck Protection Program$163,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Family relationship - there are two sisters, gail oberly and cara berneck, that are on the board of directors together.”

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

“Process to review form 990 - the board of directors is given a copy of the form 990 to review. Any questions or concerns from the board are discussed with the organization's management and auditors and those items are rectified before submission of the return takes place. The board president or designee reviews and signs the final 990 tax forms.”

Form 990, Part VI, Section B, Line 12C

“Process for monitoring compliance with the conflict of interest policy - the board of directors discusses the conflict of interest policy yearly with management and discloses any possible situations.”

Form 990, Part VI, Section C, Line 19

“Disclosure of governing documents - the governing documents, conflict of interest policy, financial statements and annual information returns (form 990 series) are available to the public by written request to the executive director of the organization and are retained at the organization's administrative offices. The organization's mailing address is p.o. Box 1352, belchertown, ma 01007.”

Filing and Contact Details

Filer

Filer Name
Community Options Inc
EIN
04-2676825
Phone
4133239681
Address
PO BOX 1352, BELCHERTOWN, MA 01007

Signing Officer

Name
Ann Shelton
Title
Executive Director
Phone
4133239681
Signed
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Shelton
Formed
1979
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
46
Volunteers
8

Preparer

Firm
Whittlesey Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Lisa Wills
Phone
4135363970
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold netted against sales”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold netted against sales”

Schedule D, Page 2, Part VI

“The values for line 1e other refer to costs and accumulated depreciation related to motor vehicles.”

Raw XML AppendixShowing 400 of 468 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/OtherSalariesAndWagesGrp/ProgramServicesAmt0653925
IRS990/OtherSalariesAndWagesGrp/TotalAmt0701626
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05276
IRS990/PayrollTaxesGrp/ProgramServicesAmt070460
IRS990/PayrollTaxesGrp/TotalAmt075736
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016260
IRS990/PrincipalOfficerNm0ANN SHELTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DEPT OF DEV SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MA REHAB COMMISSION
IRS990/ProgramServiceRevenueGrp/Desc2OTHER FEES
IRS990/ProgramServiceRevenueGrp/Desc3SCHOOL DISTRICTS
IRS990/ProgramServiceRevenueGrp/Desc4PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01017034
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153483
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01017034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42170
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION SERVICES THAT COMPLIMENT THE SUPPORTED EMPLOYMENT PROGRAM FOR THE PEOPLE WITH DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0209364
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0206325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0818
IRS990/PYOtherExpensesAmt0245990
IRS990/PYOtherRevenueAmt011156
IRS990/PYProgramServiceRevenueAmt01092594
IRS990/PYRevenuesLessExpensesAmt07372
IRS990/PYSalariesCompEmpBnftPaidAmt0851706
IRS990/PYTotalExpensesAmt01097696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01105068
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1995
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0888213
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054776
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0818
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0479
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03794
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01129556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01136189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01135291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01115287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01219056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05735379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03794
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt05740001
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01130456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01136689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01136141
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01117509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01219206
IRS990ScheduleA/Total509Grp/TotalAmt05740001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01131686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01137507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01136807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01118110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01219685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05743795
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016525
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016525
IRS990ScheduleD/ExpensesNotReportedAmt026562
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01107119
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt030519
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012041
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042560
IRS990ScheduleD/OtherExpensesIncludedAmt026562
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012400
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0111598
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0123998
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0163900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE - PAYCHECK PROTECTION PROGRAM
IRS990ScheduleD/OtherRevenueAmt026562
IRS990ScheduleD/RevenueNotReportedAmt026562
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01105124
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COST OF GOODS SOLD NETTED AGAINST SALES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD NETTED AGAINST SALES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE VALUES FOR LINE 1E OTHER REFER TO COSTS AND ACCUMULATED DEPRECIATION RELATED TO MOTOR VEHICLES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 2, PART VI
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042919
IRS990ScheduleD/TotalExpensesPerForm990Amt01107119
IRS990ScheduleD/TotalLiabilityAmt0163900
IRS990ScheduleD/TotalRevenuePerForm990Amt01105124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01131686
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01133681
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP - THERE ARE TWO SISTERS, GAIL OBERLY AND CARA BERNECK, THAT ARE ON THE BOARD OF DIRECTORS TOGETHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROCESS TO REVIEW FORM 990 - THE BOARD OF DIRECTORS IS GIVEN A COPY OF THE FORM 990 TO REVIEW. ANY QUESTIONS OR CONCERNS FROM THE BOARD ARE DISCUSSED WITH THE ORGANIZATION'S MANAGEMENT AND AUDITORS AND THOSE ITEMS ARE RECTIFIED BEFORE SUBMISSION OF THE RETURN TAKES PLACE. THE BOARD PRESIDENT OR DESIGNEE REVIEWS AND SIGNS THE FINAL 990 TAX FORMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY - THE BOARD OF DIRECTORS DISCUSSES THE CONFLICT OF INTEREST POLICY YEARLY WITH MANAGEMENT AND DISCLOSES ANY POSSIBLE SITUATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCLOSURE OF GOVERNING DOCUMENTS - THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND ANNUAL INFORMATION RETURNS (FORM 990 SERIES) ARE AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND ARE RETAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S MAILING ADDRESS IS P.O. BOX 1352, BELCHERTOWN, MA 01007.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0535264
IRS990/TotalAssetsEOYAmt0704210
IRS990/TotalAssetsGrp/BOYAmt0535264
IRS990/TotalAssetsGrp/EOYAmt0704210

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$704,210
Liabilities
$245,575
Net assets
$458,635
Revenue
$1,105,124
Expenses
$1,107,119
Net income
-$1,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.15$0.60$1.64$1.65$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.18$0.60$1.60$1.55$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.19$0.55$1.48$1.42$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.13$0.50$1.25$1.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.29$0.48$1.12$1.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.25$0.46$1.11$1.11$0.00
2019Summary only. Only limited summary data is available for this year.$0.54$0.07$0.46$1.11$1.10$0.01
2018Summary only. Only limited summary data is available for this year.$0.54$0.08$0.45$1.10$1.10$0.01
2017Summary only. Only limited summary data is available for this year.$0.53$0.08$0.45$1.08$1.06$0.02
2016Summary only. Only limited summary data is available for this year.$0.53$0.10$0.43$1.18$1.10$0.08
2015Summary only. Only limited summary data is available for this year.$0.45$0.10$0.35$1.05$1.01$0.03
2014Summary only. Only limited summary data is available for this year.$0.36$0.05$0.31$0.95$0.94$0.01
2013Summary only. Only limited summary data is available for this year.$0.35$0.05$0.30$0.77$0.74$0.04
2012Summary only. Only limited summary data is available for this year.$0.31$0.05$0.26$0.76$0.73$0.04
2011Summary only. Only limited summary data is available for this year.$0.28$0.05$0.23$0.69$0.67$0.02