Civic Intelligence

Shearwater Association Inc

990 • Fiscal year 2019 • EIN 04-2775602

May 01, 2018 to Apr 30, 2019 • Filed on Aug 08, 2019

Organization ProfileN/A
9 Bay State CourtBrewster, MA 02631

(508) 255-2240

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.44x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-8.9%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.6%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$102,866

Down $10,022 (-8.9%) from 2018

Net Assets

Down

$84,079

Down $9,222 (-9.9%) from 2018

Liabilities

Down

$18,787

Down $800 (-4.1%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin15th percentile

Revenue

Down

$43,055

Down $695 (-1.6%) from 2018

Expenses

Up

$52,277

Up $13,056 (+33%) from 2018

Net Income

Down

-$9,222

Down $13,751 (-304%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$200K$150K$100K$50K$0Assets 2012: $113,319Liabilities 2012: $24,287Net Assets 2012: $89,0322012Assets 2013: $98,936Liabilities 2013: $23,487Net Assets 2013: $75,4492013Assets 2014: $124,836Liabilities 2014: $22,687Net Assets 2014: $102,1492014Assets 2015: $131,305Liabilities 2015: $21,937Net Assets 2015: $109,3682015Assets 2016: $110,935Liabilities 2016: $21,187Net Assets 2016: $89,7482016Assets 2017: $109,159Liabilities 2017: $20,387Net Assets 2017: $88,7722017Assets 2018: $112,888Liabilities 2018: $19,587Net Assets 2018: $93,3012018Assets 2019: $102,866Liabilities 2019: $18,787Net Assets 2019: $84,0792019Assets 2020: $59,859Liabilities 2020: $0Net Assets 2020: $59,8592020Assets 2021: $84,740Liabilities 2021: $0Net Assets 2021: $84,7402021Assets 2022: $151,573Liabilities 2022: $0Net Assets 2022: $151,5732022Assets 2023: $168,870Liabilities 2023: $0Net Assets 2023: $168,8702023Assets 2024: $185,251Liabilities 2024: $0Net Assets 2024: $185,2512024Assets 2025: $199,857Liabilities 2025: $0Net Assets 2025: $199,8572025

Highlighted filing

2019

Assets$102,866
Liabilities$18,787
Net Assets$84,079
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2012: $60,215Expenses 2012: $43,630Net Income 2012: $16,5852012Revenue 2013: $51,705Expenses 2013: $65,288Net Income 2013: -$13,5832013Revenue 2014: $74,698Expenses 2014: $47,998Net Income 2014: $26,7002014Revenue 2015: $45,289Expenses 2015: $38,070Net Income 2015: $7,2192015Revenue 2016: $44,650Expenses 2016: $64,270Net Income 2016: -$19,6202016Revenue 2017: $44,300Expenses 2017: $45,276Net Income 2017: -$9762017Revenue 2018: $43,750Expenses 2018: $39,221Net Income 2018: $4,5292018Revenue 2019: $43,055Expenses 2019: $52,277Net Income 2019: -$9,2222019Revenue 2020: $51,485Expenses 2020: $75,705Net Income 2020: -$24,2202020Revenue 2021: $55,150Expenses 2021: $30,269Net Income 2021: $24,8812021Revenue 2022: $99,722Expenses 2022: $32,889Net Income 2022: $66,8332022Revenue 2023: $59,458Expenses 2023: $42,161Net Income 2023: $17,2972023Revenue 2024: $53,321Expenses 2024: $36,940Net Income 2024: $16,3812024Revenue 2025: $54,267Expenses 2025: $39,661Net Income 2025: $14,6062025

Highlighted filing

2019

Revenue$43,055
Expenses$52,277
Net Income-$9,222
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Aug 8, 2019
Return Version
2018v3.1
Gross Receipts
$43,055
Mission and Program Overview

Mission

Homeowners association that promotes social endevors

Social endeavors/homeowners association

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$112,888$102,866▼ $10,022
Total Assets$112,888$102,866▼ $10,022
Liabilities
Other Liabilities$19,587$18,787▼ $800
Total Liabilities$19,587$18,787▼ $800
Net Assets / Fund Balance
Unrestricted Net Assets$93,301$84,079▼ $9,222
Total Net Assets Fund Balance$93,301$84,079▼ $9,222
Total Liabilities and Net Assets / Fund Balance$112,888$102,866▼ $10,022
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Joseph MazzellaPresident
Garrow ThroopDirector
Paula Gilman BaylesDirector
Stewart GrossmanDirector
Wendy WalkerDirector
William JelinekDirector
Donna CarterTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,055
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-9,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$7,064--$7,064
Fees for Services Legal$5,854--$5,854
Fees for Services Accounting$5,805--$5,805
Office Expenses-$650-$650
Conferences and Meetings-$514-$514
Other Expenses$482$19-$19
Total Functional Expenses$51,017$1,260$0$52,277
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Homeowners Assessments$18,787
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
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 B, Line 11B

“Copy of form 990/annual balance sheet & income statement are reviewed at meeting held in may annually.”

Form 990, Part VI, Section C, Line 18

“Any and all request for filings are handled immediately with all documentation provided to the requesting party.”

Form 990, Part VI, Section C, Line 19

“Governed by association bylaws.all policies are available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Joseph mazzella - 9 drumlin road, weston, ma 02493. Donna carter - 163 brook street, carlisle, ma 01741. Paula gilman bayles - 135 clarendon st apt 9s, boston, ma 02116. Stewart grossman - 10 rogers street, cambridge, ma 02142. Garrow throop - 12 jenison street, newtonville, ma 02460. William jelinek - 29 central drive west, briarcliff manor, ny 10510. Wendy walker - 61 dale drive, chatham, nj 07928.”

Filing and Contact Details

Filer

Filer Name
Shearwater Associationinc
EIN
04-2775602
Phone
5082552240
Address
9 BAY STATE COURT, BREWSTER, MA 02631

Signing Officer

Name
Joseph Mazzella
Title
President
Phone
5082552240
Signed
2019-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Mazzella
Formed
1982
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Malloy & Co CPA Inc
Address
9 BAY STATE COURT, BREWSTER, MA 02631
Preparer
George W Malloy CPA
Phone
5082552240
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“There are no uncertain tax positions.”

Raw XML Appendix315 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
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IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum09783697436
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0163 BROOK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990/Form990PartVIISectionAGrp/PersonNm4WENDY WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH MAZZELLA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER & SECRETARY
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt043055
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt04
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt093301
IRS990/NetAssetsOrFundBalancesEOYAmt084079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LANDSCAPING/PLOWING/MAI
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3ANNUAL REPORT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043055
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FORM 990/ANNUAL BALANCE SHEET & INCOME STATEMENT ARE REVIEWED AT MEETING HELD IN MAY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY AND ALL REQUEST FOR FILINGS ARE HANDLED IMMEDIATELY WITH ALL DOCUMENTATION PROVIDED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNED BY ASSOCIATION BYLAWS.ALL POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JOSEPH MAZZELLA - 9 DRUMLIN ROAD, WESTON, MA 02493. DONNA CARTER - 163 BROOK STREET, CARLISLE, MA 01741. PAULA GILMAN BAYLES - 135 CLARENDON ST APT 9S, BOSTON, MA 02116. STEWART GROSSMAN - 10 ROGERS STREET, CAMBRIDGE, MA 02142. GARROW THROOP - 12 JENISON STREET, NEWTONVILLE, MA 02460. WILLIAM JELINEK - 29 CENTRAL DRIVE WEST, BRIARCLIFF MANOR, NY 10510. WENDY WALKER - 61 DALE DRIVE, CHATHAM, NJ 07928.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/TotalLiabilitiesEOYAmt018787
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt093301
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WESTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002493
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MAZZELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05082552240
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEARWATER ASSOCIATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0042775602
ReturnHeader/Filer/PhoneNum05082552240
ReturnHeader/Filer/USAddress/AddressLine1Txt09 BAY STATE COURT
ReturnHeader/Filer/USAddress/CityNm0BREWSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId004408DC62FCEF7F6FF769E5041DA7903DAE3AF0A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067304E0AB8F71A2AE7A0BD19060AACA7415E66D5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.250.6.169
ReturnHeader/FilingSecurityInformation/IPDt02019-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:33:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823435008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALLOY & CO CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 BAY STATE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREWSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002631
ReturnHeader/PreparerPersonGrp/PhoneNum05082552240
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W MALLOY CPA
ReturnHeader/ReturnTs02019-09-11T10:28:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,866
Liabilities
$18,787
Net assets
$84,079
Revenue
$43,055
Expenses
$52,277
Net income
-$9,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.54$0.40$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.53$0.37$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.59$0.42$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.00$0.33$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.55$0.30$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.51$0.76$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.19$0.84$0.43$0.52$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.20$0.93$0.44$0.39$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.20$0.89$0.44$0.45$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.21$0.90$0.45$0.64$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.22$1.09$0.45$0.38$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.23$1.02$0.75$0.48$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.23$0.75$0.52$0.65$0.14
2012Summary only. Only limited summary data is available for this year.$1.13$0.24$0.89$0.60$0.44$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits