Civic Intelligence

Community Options Inc.

990 • Fiscal year 2021 • EIN 04-2676825

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 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

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.26x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

30th percentile

2.2%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$66,146

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

1.3%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$774,641

Up $70,431 (+10%) from 2020

Net Assets

Up

$482,832

Up $24,197 (+5.3%) from 2020

Liabilities

Up

$291,809

Up $46,234 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin30th percentile

Revenue

Up

$1,119,642

Up $14,518 (+1.3%) from 2020

Expenses

Down

$1,095,445

Down $11,674 (-1.1%) from 2020

Net Income

Up

$24,197

Up $26,192 (+1313%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$774,641
Liabilities$291,809
Net Assets$482,832
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$1,119,642
Expenses$1,095,445
Net Income$24,197
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.1
Gross Receipts
$1,145,002
Mission and Program Overview

Mission

Services to people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$508,202$581,673▲ $73,471
Accounts Receivable$80,463$95,285▲ $14,822
Savings and Temporary Cash Investments$54,776$54,891▲ $115
Land, Buildings, and Equipment, Net$42,919$23,677▼ $19,242
Prepaid Expenses and Deferred Charges$16,260$17,525▲ $1,265
Total Assets$704,210$774,641▲ $70,431
Other Assets Total$1,590$1,590→ $0
Liabilities
Other Liabilities$163,900$163,900→ $0
Accounts Payable and Accrued Expenses$81,675$127,909▲ $46,234
Total Liabilities$245,575$291,809▲ $46,234
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$458,635$482,832▲ $24,197
Total Net Assets Fund Balance$458,635$482,832▲ $24,197
Total Liabilities and Net Assets / Fund Balance$704,210$774,641▲ $70,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$123,998$123,998
Leasehold Improvements$23,677$18,883$42,560
Equipment$0$16,525$16,525
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann SheltonExecutive DirectorFT$66,146$66,146

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
$164,323
Program Service Revenue
$941,346
Investment Income
$1,472
Other Revenue
$12,501
All Other Contributions
$423
Change in Net Assets
$24,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$955,742
Revenue Not Reported on Financial Statements
$163,900
Revenue Not Reported on Form 990
$25,360
Other Revenue Adjustments
$163,900
Total Revenue per Audited Statements
$981,102
Total Revenue per Form 990
$1,119,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$843,455
Other Expenses$251,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$565,381$68,302-$633,683
Payroll Taxes$67,188$5,759-$72,947
Occupancy$63,848$6,311-$70,159
Other Employee Benefits$54,577$15,427-$70,004
Current Officers, Directors, Trustees, and Key Employees$59,618$7,203-$66,821
Insurance$21,830$3,185-$25,015
Depreciation Depletion$18,972$270-$19,242
Travel$17,490$210-$17,700
Office Expenses$9,323$7,906-$17,229
Fees for Services Accounting-$15,600-$15,600
All Other Expenses$7,517$6,054-$13,571
Other Expenses$7,807--$7,807
Conferences and Meetings$2,051--$2,051
Fees for Services Other$1,148$850-$1,998
Total Functional Expenses$958,368$137,077$0$1,095,445

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,120,805
Expenses per Audited Statements$1,095,445
Total Expenses per Form 990$1,095,445
Expenses Not Reported on Form 990$25,360
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
2021-11-19
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
43
Volunteers
0

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 XI, LINE 4B - OTHER ADJUSTMENTS:

“PPP LOAN”

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 488 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt081675
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0127909
IRS990/AccountsReceivableGrp/BOYAmt080463
IRS990/AccountsReceivableGrp/EOYAmt095285
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/AllOtherContributionsAmt0423
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06054
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07517
IRS990/AllOtherExpensesGrp/TotalAmt013571
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ANN SHELTON
IRS990/BooksInCareOfDetail/PhoneNum04133239681
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0442 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELCHERTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001007
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0508202
IRS990/CashNonInterestBearingGrp/EOYAmt0581673
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07203
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt059618
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066821
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02051
IRS990/ConferencesMeetingsGrp/TotalAmt02051
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt025360
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0164323
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01472
IRS990/CYOtherExpensesAmt0251990
IRS990/CYOtherRevenueAmt012501
IRS990/CYProgramServiceRevenueAmt0941346
IRS990/CYRevenuesLessExpensesAmt024197
IRS990/CYSalariesCompEmpBnftPaidAmt0843455
IRS990/CYTotalExpensesAmt01095445
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01119642
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0270
IRS990/DepreciationDepletionGrp/ProgramServicesAmt018972
IRS990/DepreciationDepletionGrp/TotalAmt019242
IRS990/Desc0SMALL SUPPORTED EMPLOYMENT AGENCY PROVIDING SERVICES TO PEOPLE WITH DISABILITIES, PRIMARILY ON AN INDIVIDUAL BASIS, IN RURAL COMMUNITIES.REVENUE CONSISTS OF SUPPORT EMPLOYMENT, MASS. REHAB, SCHOOL DISTRICT, PRIVATE PAY, AND LAWN CAREEXPENSES CONSIST OF ALL SUPPORTED EMPLOYMENT W/O RANNSAKA EXPENSES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt043
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0783715
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015600
IRS990/FeesForServicesAccountingGrp/TotalAmt015600
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0850
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01148
IRS990/FeesForServicesOtherGrp/TotalAmt01998
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt935.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JAN DOODY
IRS990/Form990PartVIISectionAGrp/PersonNm1CARA BERNECK EMERITUS
IRS990/Form990PartVIISectionAGrp/PersonNm2GAIL OBERLY EMERITUS
IRS990/Form990PartVIISectionAGrp/PersonNm3AIDEN MACCULLAGH
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA LIVINGSTONE ABBATE
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL CIGNONI
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm7REBECCA BOUCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm8TRACCIE HILLION
IRS990/Form990PartVIISectionAGrp/PersonNm9ANN SHELTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt966146
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0163900
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01145002
IRS990/GrossSalesOfInventoryAmt037861
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03185
IRS990/InsuranceGrp/ProgramServicesAmt021830
IRS990/InsuranceGrp/TotalAmt025015
IRS990/InvestmentIncomeGrp/ExclusionAmt01472
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01472
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0159406
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042919
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023677
IRS990/LandBldgEquipCostOrOtherBssAmt0183083
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0458635
IRS990/NetAssetsOrFundBalancesEOYAmt0482832
IRS990/NetIncomeOrLossGrp/ExclusionAmt012501
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt012501
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0458635
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0482832
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06311
IRS990/OccupancyGrp/ProgramServicesAmt063848
IRS990/OccupancyGrp/TotalAmt070159
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07906
IRS990/OfficeExpensesGrp/ProgramServicesAmt09323
IRS990/OfficeExpensesGrp/TotalAmt017229
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01590
IRS990/OtherAssetsTotalGrp/EOYAmt01590
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015427
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054577
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070004
IRS990/OtherExpensesGrp/Desc0CLIENT WAGES
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSE 1
IRS990/OtherExpensesGrp/Desc2MOTOR VEHICLE OPERATING
IRS990/OtherExpensesGrp/Desc3PROVIDER REIMBURSEMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt028510
IRS990/OtherExpensesGrp/ProgramServicesAmt123553
IRS990/OtherExpensesGrp/ProgramServicesAmt29555
IRS990/OtherExpensesGrp/ProgramServicesAmt37807
IRS990/OtherExpensesGrp/TotalAmt028510
IRS990/OtherExpensesGrp/TotalAmt123553
IRS990/OtherExpensesGrp/TotalAmt29555
IRS990/OtherExpensesGrp/TotalAmt37807
IRS990/OtherLiabilitiesGrp/BOYAmt0163900
IRS990/OtherLiabilitiesGrp/EOYAmt0163900
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068302
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0565381
IRS990/OtherSalariesAndWagesGrp/TotalAmt0633683
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05759
IRS990/PayrollTaxesGrp/ProgramServicesAmt067188
IRS990/PayrollTaxesGrp/TotalAmt072947
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016260
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017525
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/RelatedOrExemptFuncIncomeAmt0865744
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216372
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0865744
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41520
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION SERVICES THAT COMPLIMENT THE SUPPORTED EMPLOYMENT PROGRAM FOR THE PEOPLE WITH DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0174653
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0211813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0900
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01230
IRS990/PYOtherExpensesAmt0247640
IRS990/PYOtherRevenueAmt08456
IRS990/PYProgramServiceRevenueAmt01094538
IRS990/PYRevenuesLessExpensesAmt0-1995
IRS990/PYSalariesCompEmpBnftPaidAmt0859479
IRS990/PYTotalExpensesAmt01107119
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01105124
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024197
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0709411
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054891
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04895
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01472
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0818
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0979207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01129556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01136189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01135291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01115287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05495530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04787
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt05500425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0979630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01130456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01136689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01136141
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01117509
IRS990ScheduleA/Total509Grp/TotalAmt05500425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0981102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01131686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01137507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01136807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01118110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05505212
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/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016525
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016525
IRS990ScheduleD/ExpensesNotReportedAmt025360
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01095445
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023677
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018883
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042560
IRS990ScheduleD/OtherExpensesIncludedAmt025360
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0123998
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0123998
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0163900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE - PAYCHECK PROTECTION PROGRAM
IRS990ScheduleD/OtherRevenueAmt025360
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0163900
IRS990ScheduleD/RevenueNotReportedAmt025360
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0163900
IRS990ScheduleD/RevenueSubtotalAmt0955742
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COST OF GOODS SOLD NETTED AGAINST SALES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PPP LOAN
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD NETTED AGAINST SALES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE 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 XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 2, PART VI
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023677
IRS990ScheduleD/TotalExpensesPerForm990Amt01095445
IRS990ScheduleD/TotalLiabilityAmt0163900
IRS990ScheduleD/TotalRevenuePerForm990Amt01119642
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0981102
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01120805
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$774,641
Liabilities
$291,809
Net assets
$482,832
Revenue
$1,119,642
Expenses
$1,095,445
Net income
$24,197
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