Civic Intelligence

Westport Associates Inc

990 • Fiscal year 2014 • EIN 04-2707815

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 15, 2014

Organization Profile
PO Box N565Westport, MA 02790

(508) 678-7770

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.64x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.33x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$839,327

Up $144,449 (+21%) from 2013

Net Assets

Up

$306,123

Up $39,475 (+15%) from 2013

Liabilities

Up

$533,204

Up $104,974 (+25%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin49th percentile

Revenue

Up

$1,611,226

Up $218,488 (+16%) from 2013

Expenses

Up

$1,571,751

Up $82,063 (+5.5%) from 2013

Net Income

Up

$39,475

Up $136,425 (+141%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $744,447Liabilities 2011: $421,417Net Assets 2011: $323,0302011Assets 2012: $768,528Liabilities 2012: $404,930Net Assets 2012: $363,5982012Assets 2013: $694,878Liabilities 2013: $428,230Net Assets 2013: $266,6482013Assets 2014: $839,327Liabilities 2014: $533,204Net Assets 2014: $306,1232014Assets 2015: $871,967Liabilities 2015: $560,826Net Assets 2015: $311,1412015Assets 2016: $779,115Liabilities 2016: $468,571Net Assets 2016: $310,5442016Assets 2017: $840,548Liabilities 2017: $472,186Net Assets 2017: $368,3622017Assets 2018: $806,377Liabilities 2018: $438,792Net Assets 2018: $367,5852018Assets 2019: $840,366Liabilities 2019: $444,468Net Assets 2019: $395,8982019Assets 2020: $971,415Liabilities 2020: $440,179Net Assets 2020: $531,2362020Assets 2021: $957,967Liabilities 2021: $418,104Net Assets 2021: $539,8632021Assets 2022: $1,190,241Liabilities 2022: $394,556Net Assets 2022: $795,6852022Assets 2023: $1,392,464Liabilities 2023: $405,427Net Assets 2023: $987,0372023Assets 2024: $1,370,320Liabilities 2024: $409,507Net Assets 2024: $960,8132024Assets 2025: $1,580,221Liabilities 2025: $617,237Net Assets 2025: $962,9842025

Highlighted filing

2014

Assets$839,327
Liabilities$533,204
Net Assets$306,123
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,207,9922011Expenses 2012: $1,279,7252012Revenue 2013: $1,392,738Expenses 2013: $1,489,688Net Income 2013: -$96,9502013Revenue 2014: $1,611,226Expenses 2014: $1,571,751Net Income 2014: $39,4752014Revenue 2015: $2,213,437Expenses 2015: $2,208,419Net Income 2015: $5,0182015Revenue 2016: $2,218,895Expenses 2016: $2,219,492Net Income 2016: -$5972016Revenue 2017: $2,226,123Expenses 2017: $2,168,305Net Income 2017: $57,8182017Revenue 2018: $2,240,651Expenses 2018: $2,241,428Net Income 2018: -$7772018Revenue 2019: $2,291,017Expenses 2019: $2,262,704Net Income 2019: $28,3132019Revenue 2020: $2,422,385Expenses 2020: $2,287,047Net Income 2020: $135,3382020Revenue 2021: $2,546,606Expenses 2021: $2,550,479Net Income 2021: -$3,8732021Revenue 2022: $2,852,640Expenses 2022: $2,596,818Net Income 2022: $255,8222022Revenue 2023: $2,897,830Expenses 2023: $2,706,478Net Income 2023: $191,3522023Revenue 2024: $2,848,548Expenses 2024: $2,874,772Net Income 2024: -$26,2242024Revenue 2025: $3,338,163Expenses 2025: $3,335,992Net Income 2025: $2,1712025

Highlighted filing

2014

Revenue$1,611,226
Expenses$1,571,751
Net Income$39,475
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$1,611,226
Mission and Program Overview

Mission

Community residence housing and support to 13 mentally challenged and physically handicapped men and women to help them acquire skills to participate in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$454,454$432,159▼ $22,295
Cash and Non-Interest-Bearing Accounts$154,485$204,026▲ $49,541
Accounts Receivable-$166,043-
Savings and Temporary Cash Investments$50,000--
Prepaid Expenses and Deferred Charges$28,695$30,439▲ $1,744
Total Assets$694,878$839,327▲ $144,449
Other Assets Total$7,244$6,660▼ $584
Liabilities
Mortgage Notes Payable Secured by Investment Property$333,869$313,059▼ $20,810
Accounts Payable and Accrued Expenses$94,361$220,145▲ $125,784
Total Liabilities$428,230$533,204▲ $104,974
Net Assets / Fund Balance
Unrestricted Net Assets$266,648$306,123▲ $39,475
Total Net Assets Fund Balance$266,648$306,123▲ $39,475
Total Liabilities and Net Assets / Fund Balance$694,878$839,327▲ $144,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$281,589$298,037$579,626
Land$150,570-$150,570
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Alan MachadoPresident
Ann MartinDirector
Judy AubinDirector
Mark BugdenDirector
Richard BaranDirector
Wendy SullivanClerk
Joseph SoaresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,478,336
Program Service Revenue
$132,441
Investment Income
$449
Other Revenue
$0
Change in Net Assets
$39,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,611,226
Total Revenue per Audited Statements
$1,611,226
Total Revenue per Form 990
$1,611,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,241,787
Other Expenses$329,964
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$985,575$81,612-$1,067,187
Payroll Taxes$93,788$8,155-$101,943
Occupancy$93,136$5,509-$98,645
Other Employee Benefits$66,844$5,813-$72,657
Travel$34,380--$34,380
Depreciation Depletion$30,175--$30,175
Fees for Services Accounting-$19,118-$19,118
Interest$18,182--$18,182
Other Expenses$9,781--$9,781
All Other Expenses$5,948$1,515-$7,463
Insurance$4,912$427-$5,339
Total Functional Expenses$1,449,602$122,149$0$1,571,751

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,571,751
Total Expenses per Audited Statements$1,571,751
Total Expenses per Form 990$1,571,751
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“Returns prepared by accountant with executive director then reviewed and signed by board member”

Form 990, Page 6, Part VI, Line 12C

“Required annual signoff of conflict of interest policy by board members and key employees”

Form 990, Page 6, Part VI, Line 15A

“Compensation determined and approved by board through annual performance reviews”

Form 990, Page 6, Part VI, Line 15B

“Compensation determined and approved by board through annual performance reviews”

Form 990, Page 6, Part VI, Line 19

“The organization has all documents available for review at its business office and those are available at any time during the year for anyone who wishes to view them”

Filing and Contact Details

Filer

EIN
04-2707815
Phone
5086787770

Signing Officer

Name
Joseph Soares
Title
Treasurer
Phone
5086787770
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Soares
Formed
1981
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
32

Preparer

Preparer
Stephen Kenyon
Phone
5087634613
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01478336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01262371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01319820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01261057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01230866
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06552450
IRS990ScheduleA/TotalSupportAmt06557270
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01571751
IRS990ScheduleD/LandGrp/BookValueAmt0150570
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150570
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0281589
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0298037
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0579626
IRS990ScheduleD/RevenueSubtotalAmt01611226
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0432159
IRS990ScheduleD/TotalExpensesPerForm990Amt01571751
IRS990ScheduleD/TotalRevenuePerForm990Amt01611226
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01611226
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01571751
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURNS PREPARED BY ACCOUNTANT WITH EXECUTIVE DIRECTOR THEN REVIEWED AND SIGNED BY BOARD MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUIRED ANNUAL SIGNOFF OF CONFLICT OF INTEREST POLICY BY BOARD MEMBERS AND KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION DETERMINED AND APPROVED BY BOARD THROUGH ANNUAL PERFORMANCE REVIEWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION DETERMINED AND APPROVED BY BOARD THROUGH ANNUAL PERFORMANCE REVIEWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS ALL DOCUMENTS AVAILABLE FOR REVIEW AT ITS BUSINESS OFFICE AND THOSE ARE AVAILABLE AT ANY TIME DURING THE YEAR FOR ANYONE WHO WISHES TO VIEW THEM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0694878
IRS990/TotalAssetsEOYAmt0839327
IRS990/TotalAssetsGrp/BOYAmt0694878
IRS990/TotalAssetsGrp/EOYAmt0839327
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01478336
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01449602
IRS990/TotalFunctionalExpensesGrp/TotalAmt01571751
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0428230
IRS990/TotalLiabilitiesEOYAmt0533204
IRS990/TotalLiabilitiesGrp/BOYAmt0428230
IRS990/TotalLiabilitiesGrp/EOYAmt0533204
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0266648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0306123
IRS990/TotalProgramServiceExpensesAmt01449602
IRS990/TotalProgramServiceRevenueAmt0132441
IRS990/TotalRevenueGrp/ExclusionAmt0449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0132441
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01611226
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0694878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0839327
IRS990/TravelGrp/ProgramServicesAmt034380
IRS990/TravelGrp/TotalAmt034380
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0266648
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0306123
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX N565
IRS990/USAddress/City0WESTPORT
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002790
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SOARES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086787770
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTPORT ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0042707815
ReturnHeader/Filer/PhoneNum05086787770
ReturnHeader/Filer/USAddress/AddressLine10PO BOX N565
ReturnHeader/Filer/USAddress/City0WESTPORT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002790
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454241862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEPHEN KENYON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10131 DR BRALEY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAST FREETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0027171816
ReturnHeader/PreparerPersonGrp/PhoneNum05087634613
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN KENYON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-11T12:47:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839,327
Liabilities
$533,204
Net assets
$306,123
Revenue
$1,611,226
Expenses
$1,571,751
Net income
$39,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.62$0.96$3.34$3.34$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.41$0.96$2.85$2.87$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.41$0.99$2.90$2.71$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.39$0.80$2.85$2.60$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.42$0.54$2.55$2.55$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.44$0.53$2.42$2.29$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.44$0.40$2.29$2.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.44$0.37$2.24$2.24$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.47$0.37$2.23$2.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.47$0.31$2.22$2.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.56$0.31$2.21$2.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.53$0.31$1.61$1.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.43$0.27$1.39$1.49$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.40$0.36$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.42$0.32$1.21