Civic Intelligence

Oakdale Foundation Inc.

990 • Fiscal year 2018 • EIN 04-2717961

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

Organization ProfileN/A
16 Oak StreetGreat Barrington, MA 01230

(413) 528-2346

Siviq Scores

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

Liabilities / Assets

91st percentile

0.65x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$66,929

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$239,944

Up $38,002 (+19%) from 2017

Net Assets

Up

$84,291

Up $74,111 (+728%) from 2017

Liabilities

Down

$155,653

Down $36,109 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin73rd percentile

Revenue

Up

$430,917

Up $1,250 (+0.3%) from 2017

Expenses

Down

$356,806

Down $19,509 (-5.2%) from 2017

Net Income

Up

$74,111

Up $20,759 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $188,671Liabilities 2011: $353,768Net Assets 2011: -$165,0972011Assets 2012: $223,183Liabilities 2012: $341,464Net Assets 2012: -$118,2812012Assets 2013: $169,381Liabilities 2013: $303,694Net Assets 2013: -$134,3132013Assets 2014: $189,823Liabilities 2014: $292,050Net Assets 2014: -$102,2272014Assets 2015: $187,177Liabilities 2015: $259,964Net Assets 2015: -$72,7872015Assets 2016: $187,564Liabilities 2016: $230,736Net Assets 2016: -$43,1722016Assets 2017: $201,942Liabilities 2017: $191,762Net Assets 2017: $10,1802017Assets 2018: $239,944Liabilities 2018: $155,653Net Assets 2018: $84,2912018Assets 2019: $349,861Liabilities 2019: $158,304Net Assets 2019: $191,5572019Assets 2020: $525,100Liabilities 2020: $168,454Net Assets 2020: $356,6462020Assets 2021: $595,100Liabilities 2021: $86,325Net Assets 2021: $508,7752021Assets 2022: $743,399Liabilities 2022: $48,591Net Assets 2022: $694,8082022Assets 2023: $891,686Liabilities 2023: $157,989Net Assets 2023: $733,6972023Assets 2024: $835,547Liabilities 2024: $31,521Net Assets 2024: $804,0262024Assets 2025: $1,076,514Liabilities 2025: $74,413Net Assets 2025: $1,002,1012025

Highlighted filing

2018

Assets$239,944
Liabilities$155,653
Net Assets$84,291
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $406,998Expenses 2011: $361,452Net Income 2011: $45,5462011Expenses 2012: $329,8502012Revenue 2013: $383,725Expenses 2013: $399,757Net Income 2013: -$16,0322013Revenue 2014: $415,282Expenses 2014: $383,196Net Income 2014: $32,0862014Revenue 2015: $428,790Expenses 2015: $399,350Net Income 2015: $29,4402015Revenue 2016: $412,025Expenses 2016: $382,410Net Income 2016: $29,6152016Revenue 2017: $429,667Expenses 2017: $376,315Net Income 2017: $53,3522017Revenue 2018: $430,917Expenses 2018: $356,806Net Income 2018: $74,1112018Revenue 2019: $525,974Expenses 2019: $418,708Net Income 2019: $107,2662019Revenue 2020: $547,387Expenses 2020: $382,298Net Income 2020: $165,0892020Revenue 2021: $548,931Expenses 2021: $396,802Net Income 2021: $152,1292021Revenue 2022: $634,164Expenses 2022: $448,131Net Income 2022: $186,0332022Revenue 2023: $604,321Expenses 2023: $565,432Net Income 2023: $38,8892023Revenue 2024: $703,573Expenses 2024: $633,244Net Income 2024: $70,3292024Revenue 2025: $808,692Expenses 2025: $610,617Net Income 2025: $198,0752025

Highlighted filing

2018

Revenue$430,917
Expenses$356,806
Net Income$74,111
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$430,917
Mission and Program Overview

Mission

Rehabilitation of special needs adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,951$96,776▲ $64,825
Land, Buildings, and Equipment, Net$53,112$50,731▼ $2,381
Savings and Temporary Cash Investments$42,375$42,416▲ $41
Accounts Receivable$66,051$41,515▼ $24,536
Prepaid Expenses and Deferred Charges$8,453$8,506▲ $53
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$201,942$239,944▲ $38,002
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$179,179$149,270▼ $29,909
Accounts Payable and Accrued Expenses$6,333$6,383▲ $50
Deferred Revenue$6,250--
Total Liabilities$191,762$155,653▼ $36,109
Net Assets / Fund Balance
Unrestricted Net Assets$10,180$84,291▲ $74,111
Total Net Assets Fund Balance$10,180$84,291▲ $74,111
Total Liabilities and Net Assets / Fund Balance$201,942$239,944▲ $38,002

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$21,417$293,384$314,801
Buildings-$156,400$156,400
Other Land Buildings$4,981$83,304$88,285
Equipment$733$23,594$24,327
Land$23,600-$23,600
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rachel KalinExecutive directorFT$66,929$66,929
Peter CharpentierClerkPT$17,983$17,983

Board Members and Trustees

NameTitle
Charlotte MardenPresident
Cathy MardenDirector
James MardenDirector
Jennifer MardenDirector
Kevin AuldDirector
Rachel KalinSecretary
Patricia AuldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,100
Program Service Revenue
$428,102
Investment Income
$90
Other Revenue
$625
All Other Contributions
$2,100
Change in Net Assets
$74,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$185,461
Other Expenses$171,095
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,289--$90,289
Current Officers, Directors, Trustees, and Key Employees$40,158$26,771-$66,929
Occupancy$36,615--$36,615
Payroll Taxes$11,937$2,450-$14,387
Other Employee Benefits$11,496$2,360-$13,856
Insurance$12,058--$12,058
Fees for Services Accounting-$8,375-$8,375
Interest$7,943--$7,943
Depreciation Depletion$7,764--$7,764
All Other Expenses$7,316--$7,316
Travel$4,432--$4,432
Advertising$4,188--$4,188
Other Expenses$4,135--$4,135
Grants to Domestic Orgs$250--$250
Total Functional Expenses$316,850$39,956$0$356,806
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Charlotte marden is the mother of cathy marden.kevin auld is the son-in-law of charlotte marden.patricia auld is the daughter of charlotte marden and wife of kevin auld.james marden is the son of charlotte marden.cathy marden is the daughter of charlotte marden and a client of the organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director, who is a member of the board of directors reviews the form 990 before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Oakdale Foundation Inc
EIN
04-2717961
Phone
4135282346
Address
16 OAK STREET, GREAT BARRINGTON, MA 01230

Signing Officer

Name
Rachel Kalin
Title
Executive Direc
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
2
Employees
5

Preparer

Firm
Lombardi Clairmont & Keegan CPAs
Address
35 Pearl Street, Pittsfield, MA 01201-4718
Preparer
Barry J Clairmont
Phone
4134993733
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization serves as custodian for client funds due to the client's lack of ability to handle their own funds. Clients are special needs adults.”

Raw XML AppendixShowing 400 of 453 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06383
IRS990/AccountsReceivableGrp/BOYAmt066051
IRS990/AccountsReceivableGrp/EOYAmt041515
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Rehabilitation of special needs adults.
IRS990/AdvertisingGrp/ProgramServicesAmt04188
IRS990/AdvertisingGrp/TotalAmt04188
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02100
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07316
IRS990/AllOtherExpensesGrp/TotalAmt07316
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0RACHEL KALIN
IRS990/BooksInCareOfDetail/PhoneNum04135282346
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016 OAK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREAT BARRINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001230
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt031951
IRS990/CashNonInterestBearingGrp/EOYAmt096776
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026771
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt040158
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066929
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02100
IRS990/CYGrantsAndSimilarPaidAmt0250
IRS990/CYInvestmentIncomeAmt090
IRS990/CYOtherExpensesAmt0171095
IRS990/CYOtherRevenueAmt0625
IRS990/CYProgramServiceRevenueAmt0428102
IRS990/CYRevenuesLessExpensesAmt074111
IRS990/CYSalariesCompEmpBnftPaidAmt0185461
IRS990/CYTotalExpensesAmt0356806
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0430917
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt06250
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07764
IRS990/DepreciationDepletionGrp/TotalAmt07764
IRS990/Desc0Expenditures for the rehabilitation of special needs adults (mild to moderately disabled)program. Training activities were provided for daily living, vocation, training, and behavior management during the year. This program serves 11 individuals.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0316850
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08375
IRS990/FeesForServicesAccountingGrp/TotalAmt08375
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt816.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt960.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0CHARLOTTE MARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER MARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER CHARPENTIER
IRS990/Form990PartVIISectionAGrp/PersonNm3RACHEL KALIN
IRS990/Form990PartVIISectionAGrp/PersonNm4CATHY MARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA AULD
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN AULD
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES MARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm8Peter Charpentier
IRS990/Form990PartVIISectionAGrp/PersonNm9Rachel Kalin
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/ReportableCompFromOrgAmt817983
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt966929
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/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0250
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0430917
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt012058
IRS990/InsuranceGrp/TotalAmt012058
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt07943
IRS990/InterestGrp/TotalAmt07943
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt090
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0556682
IRS990/LandBldgEquipBasisNetGrp/BOYAmt053112
IRS990/LandBldgEquipBasisNetGrp/EOYAmt050731
IRS990/LandBldgEquipCostOrOtherBssAmt0607413
IRS990/LegalDomicileStateCd0MA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Rehabilitation of special needs adults.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0179179
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0149270
IRS990/NetAssetsOrFundBalancesBOYAmt010180
IRS990/NetAssetsOrFundBalancesEOYAmt084291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt036615
IRS990/OccupancyGrp/TotalAmt036615
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02360
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011496
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013856
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Household
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Other client expense
IRS990/OtherExpensesGrp/ProgramServicesAmt044725
IRS990/OtherExpensesGrp/ProgramServicesAmt127884
IRS990/OtherExpensesGrp/ProgramServicesAmt25660
IRS990/OtherExpensesGrp/ProgramServicesAmt34135
IRS990/OtherExpensesGrp/TotalAmt044725
IRS990/OtherExpensesGrp/TotalAmt127884
IRS990/OtherExpensesGrp/TotalAmt25660
IRS990/OtherExpensesGrp/TotalAmt34135
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0625
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0625
IRS990/OtherRevenueTotalAmt0625
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090289
IRS990/OtherSalariesAndWagesGrp/TotalAmt090289
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02450
IRS990/PayrollTaxesGrp/ProgramServicesAmt011937
IRS990/PayrollTaxesGrp/TotalAmt014387
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08453
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08506
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition for programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0428102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0428102
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050
IRS990/PYInvestmentIncomeAmt066
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0174664
IRS990/PYProgramServiceRevenueAmt0426601
IRS990/PYRevenuesLessExpensesAmt053352
IRS990/PYSalariesCompEmpBnftPaidAmt0201601
IRS990/PYTotalExpensesAmt0376315
IRS990/PYTotalRevenueAmt0429667
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt074111
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0428102
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042375
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042416
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AdditionsDuringYearAmt057650
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt04254
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0156400
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0156400
IRS990ScheduleD/DistributionsDuringYearAmt049561
IRS990ScheduleD/EndingBalanceAmt012343
IRS990ScheduleD/EquipmentGrp/BookValueAmt0733
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023594
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024327
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt023600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023600
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021417
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0293384
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0314801
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04981
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083304
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt088285
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization serves as custodian for client funds due to the client's lack of ability to handle their own funds. Clients are special needs adults.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050731
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES FUNDS FOR THE SUPPORT OF SEVERAL OF ITS CLIENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE MARDEN IS THE MOTHER OF CATHY MARDEN.KEVIN AULD IS THE SON-IN-LAW OF CHARLOTTE MARDEN.PATRICIA AULD IS THE DAUGHTER OF CHARLOTTE MARDEN AND WIFE OF KEVIN AULD.JAMES MARDEN IS THE SON OF CHARLOTTE MARDEN.CATHY MARDEN IS THE DAUGHTER OF CHARLOTTE MARDEN AND A CLIENT OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0201942
IRS990/TotalAssetsEOYAmt0239944
IRS990/TotalAssetsGrp/BOYAmt0201942
IRS990/TotalAssetsGrp/EOYAmt0239944
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02100
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039956
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0316850
IRS990/TotalFunctionalExpensesGrp/TotalAmt0356806

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,944
Liabilities
$155,653
Net assets
$84,291
Revenue
$430,917
Expenses
$356,806
Net income
$74,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.07$1.00$0.81$0.61$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.03$0.80$0.70$0.63$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.16$0.73$0.60$0.57$0.04
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.74$0.05$0.69$0.63$0.45$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.09$0.51$0.55$0.40$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.17$0.36$0.55$0.38$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.16$0.19$0.53$0.42$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.16$0.08$0.43$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.19$0.01$0.43$0.38$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.23$0.04$0.41$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.26$0.07$0.43$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.29$0.10$0.42$0.38$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.30$0.13$0.38$0.40$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.34$0.12$0.33
2011Summary only. Only limited summary data is available for this year.$0.19$0.35$0.17$0.41$0.36$0.05