Civic Intelligence

Tri-Lakes Watershed Associationinc

EIN 04-3324103 • 501(c)3 • Belchertown, MA

Profile

Fund raising and special events to improve the organizations lake and surrounding areas

PO Box 1434Belchertown, MA 01007

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

8th percentile

-152%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-4.7%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,828

Down $9,482 (-31%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$20,828

Down $9,482 (-31%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$6,253

Down $307 (-4.7%) from 2024

Expenses

Up

$15,735

Up $14,189 (+918%) from 2024

Net Income

Down

-$9,482

Down $14,496 (-289%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $23,138Net Assets 2011: $23,1382011Assets 2012: $21,267Net Assets 2012: $21,2672012Assets 2013: $21,361Liabilities 2013: $0Net Assets 2013: $21,3612013Assets 2014: $20,762Liabilities 2014: $0Net Assets 2014: $20,7622014Assets 2015: $7,665Liabilities 2015: $0Net Assets 2015: $7,6652015Assets 2016: $12,915Liabilities 2016: $0Net Assets 2016: $12,9152016Assets 2017: $6,201Liabilities 2017: $0Net Assets 2017: $6,2012017Assets 2018: $11,682Liabilities 2018: $0Net Assets 2018: $11,6822018Assets 2019: $17,617Liabilities 2019: $0Net Assets 2019: $17,6172019Assets 2020: $16,964Liabilities 2020: $0Net Assets 2020: $16,9642020Assets 2021: $18,059Liabilities 2021: $0Net Assets 2021: $18,0592021Assets 2022: $20,353Liabilities 2022: $0Net Assets 2022: $20,3532022Assets 2023: $25,296Liabilities 2023: $0Net Assets 2023: $25,2962023Assets 2024: $30,310Net Assets 2024: $30,3102024Assets 2025: $20,828Net Assets 2025: $20,8282025

Highlighted filing

2025

Assets$20,828
Liabilities-
Net Assets$20,828
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $9,540Expenses 2011: $8,174Net Income 2011: $1,3662011Revenue 2012: $1,565Expenses 2012: $3,436Net Income 2012: -$1,8712012Revenue 2013: $11,759Expenses 2013: $11,665Net Income 2013: $942013Revenue 2014: $4,962Expenses 2014: $5,561Net Income 2014: -$5992014Revenue 2015: $10,497Expenses 2015: $23,594Net Income 2015: -$13,0972015Revenue 2016: $10,115Expenses 2016: $4,865Net Income 2016: $5,2502016Revenue 2017: $7,931Expenses 2017: $14,645Net Income 2017: -$6,7142017Revenue 2018: $13,778Expenses 2018: $8,297Net Income 2018: $5,4812018Revenue 2019: $12,159Expenses 2019: $6,223Net Income 2019: $5,9362019Revenue 2020: $4,000Expenses 2020: $4,654Net Income 2020: -$6542020Revenue 2021: $3,623Expenses 2021: $2,528Net Income 2021: $1,0952021Revenue 2022: $8,369Expenses 2022: $6,074Net Income 2022: $2,2952022Revenue 2023: $7,460Expenses 2023: $2,517Net Income 2023: $4,9432023Revenue 2024: $6,560Expenses 2024: $1,546Net Income 2024: $5,0142024Revenue 2025: $6,253Expenses 2025: $15,735Net Income 2025: -$9,4822025

Highlighted filing

2025

Revenue$6,253
Expenses$15,735
Net Income-$9,482
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,828
Liabilities
-
Net assets
$20,828
Revenue
$6,253
Expenses
$15,735
Net income
-$9,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.8$20.8$6.25$15.7$9.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$30.3$6.56$1.55$5.01
2023Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$7.46$2.52$4.94
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$8.37$6.07$2.30
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$3.62$2.53$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$17.0$4.00$4.65$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$12.2$6.22$5.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$13.8$8.30$5.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$7.93$14.6$6.71
2016Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$10.1$4.87$5.25
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.67$0.00$7.67$10.5$23.6$13.1
2014Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$4.96$5.56$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.00$21.4$11.8$11.7$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$21.3$1.57$3.44$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$23.1$9.54$8.17$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$8,302
Mission and Program Overview

Mission

Fund raising and special events to improve the organizations lake and surrounding areas

Program Services

DescriptionGrantsExpenses
FUNDRAISING AND SPECIAL EVENTS TO IMPROVE THE ORGANIZATIONS LAKE AND SURROUNDING AREAS-$15,735
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENDRA CARNEYPresident-$0--
ROSE EVANSTreasurer-$0--
MARK PLANTEVice Preside-$0--
LISA BYRNEClerk/Secret-$0--
SANDY ORTEGADirector-$0--
GERALD BOLDUCDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tri-lakes Watershed Associationinc
EIN
04-3324103
Phone
4133237107
Address
PO BOX 1434, BELCHERTOWN, MA 01007

Signing Officer

Name
Rose Evans
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Dufault Vann & Carella
Address
819 WORCESTER ST, SPRINGFIELD, MA 01151
Preparer
Roger Bernier
Phone
4135436177
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 582 telephone 315 lake management/treatment 13,987 postage 72 water testing, etc 79 storage 700 total 15,735”

Form 990-ez, Part III

“Fund raising and special events to improve the organizations lake and surrounding areas”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSE EVANS
IRS990EZ/BooksInCareOfDetail/PhoneNum04133237107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023 POOLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELCHERTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04978
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9482
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030310
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020828
IRS990EZ/FundraisingGrossIncomeAmt03324
IRS990EZ/GrossReceiptsAmt08302
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030310
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030310
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020828
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENDRA CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK PLANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERALD BOLDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK/SECRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015735
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND RAISING AND SPECIAL EVENTS TO IMPROVE THE ORGANIZATIONS LAKE AND SURROUNDING AREAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING AND SPECIAL EVENTS TO IMPROVE THE ORGANIZATIONS LAKE AND SURROUNDING AREAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015735
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02049
IRS990EZ/SpecialEventsNetIncomeLossAmt01275
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015735
IRS990EZ/TotalProgramServiceExpensesAmt015735
IRS990EZ/TotalRevenueAmt06253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03324
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt04734
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06554
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014612
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt039212
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03623
IRS990ScheduleA/Total509Grp/TotalAmt039212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03623
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 582 TELEPHONE 315 LAKE MANAGEMENT/TREATMENT 13,987 POSTAGE 72 WATER TESTING, ETC 79 STORAGE 700 TOTAL 15,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUND RAISING AND SPECIAL EVENTS TO IMPROVE THE ORGANIZATIONS LAKE AND SURROUNDING AREAS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-LAKES WATERSHED ASSOCIATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0043324103
ReturnHeader/Filer/PhoneNum04133237107
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1434
ReturnHeader/Filer/USAddress/CityNm0BELCHERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042884924
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0819 WORCESTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001151
ReturnHeader/PreparerPersonGrp/PhoneNum04135436177
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER BERNIER
ReturnHeader/ReturnTs02025-11-17T12:57:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits