Civic Intelligence

Pine Oaks III Inc.

990 • Fiscal year 2016 • EIN 04-3329757

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

Organization ProfileN/A
300 Leightons LaneHarwich, MA 02645

(508) 432-9611

Siviq Scores

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

Liabilities / Assets

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

1.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.4%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

0.3%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$4,785,895

Down $67,048 (-1.4%) from 2015

Net Assets

Down

$4,140,829

Down $86,988 (-2.1%) from 2015

Liabilities

Up

$645,066

Up $19,940 (+3.2%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin17th percentile

Revenue

Up

$538,772

Up $1,678 (+0.3%) from 2015

Expenses

Down

$625,760

Down $5,870 (-0.9%) from 2015

Net Income

Up

-$86,988

Up $7,548 (+8.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,358,909Liabilities 2010: $642,306Net Assets 2010: $4,716,6032010Assets 2011: $5,248,435Liabilities 2011: $621,290Net Assets 2011: $4,627,1452011Assets 2012: $5,198,032Liabilities 2012: $637,925Net Assets 2012: $4,560,1072012Assets 2013: $5,081,449Liabilities 2013: $642,314Net Assets 2013: $4,439,1352013Assets 2014: $4,959,865Liabilities 2014: $637,512Net Assets 2014: $4,322,3532014Assets 2015: $4,852,943Liabilities 2015: $625,126Net Assets 2015: $4,227,8172015Assets 2016: $4,785,895Liabilities 2016: $645,066Net Assets 2016: $4,140,8292016Assets 2017: $4,682,972Liabilities 2017: $659,541Net Assets 2017: $4,023,4312017Assets 2018: $4,562,103Liabilities 2018: $647,518Net Assets 2018: $3,914,5852018Assets 2019: $4,479,419Liabilities 2019: $654,286Net Assets 2019: $3,825,1332019Assets 2020: $4,403,052Liabilities 2020: $653,082Net Assets 2020: $3,749,9702020Assets 2021: $4,278,037Liabilities 2021: $693,562Net Assets 2021: $3,584,4752021Assets 2022: $4,121,117Liabilities 2022: $659,387Net Assets 2022: $3,461,7302022Assets 2023: $3,997,008Liabilities 2023: $653,193Net Assets 2023: $3,343,8152023Assets 2024: $4,039,824Liabilities 2024: $656,735Net Assets 2024: $3,383,0892024

Highlighted filing

2016

Assets$4,785,895
Liabilities$645,066
Net Assets$4,140,829
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $584,8242010Expenses 2011: $593,5552011Expenses 2012: $572,9222012Revenue 2013: $509,867Expenses 2013: $630,839Net Income 2013: -$120,9722013Revenue 2014: $518,226Expenses 2014: $635,008Net Income 2014: -$116,7822014Revenue 2015: $537,094Expenses 2015: $631,630Net Income 2015: -$94,5362015Revenue 2016: $538,772Expenses 2016: $625,760Net Income 2016: -$86,9882016Revenue 2017: $537,576Expenses 2017: $654,974Net Income 2017: -$117,3982017Revenue 2018: $546,735Expenses 2018: $655,581Net Income 2018: -$108,8462018Revenue 2019: $576,333Expenses 2019: $665,785Net Income 2019: -$89,4522019Revenue 2020: $627,367Expenses 2020: $702,530Net Income 2020: -$75,1632020Revenue 2021: $613,482Expenses 2021: $778,977Net Income 2021: -$165,4952021Revenue 2022: $667,840Expenses 2022: $790,585Net Income 2022: -$122,7452022Revenue 2023: $667,046Expenses 2023: $784,961Net Income 2023: -$117,9152023Revenue 2024: $855,348Expenses 2024: $816,074Net Income 2024: $39,2742024

Highlighted filing

2016

Revenue$538,772
Expenses$625,760
Net Income-$86,988
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Gross Receipts
$538,772
Mission and Program Overview

Mission

To provide affordable low income housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,671,596$4,568,912▼ $102,684
Accounts Receivable$19,796$20,347▲ $551
Cash and Non-Interest-Bearing Accounts$13,764$13,834▲ $70
Prepaid Expenses and Deferred Charges$10,910$9,683▼ $1,227
Total Assets$4,852,943$4,785,895▼ $67,048
Other Assets Total$136,877$173,119▲ $36,242
Liabilities
Mortgage Notes Payable Secured by Investment Property$580,000$580,000→ $0
Accounts Payable and Accrued Expenses$24,152$44,647▲ $20,495
Other Liabilities$20,974$20,419▼ $555
Total Liabilities$625,126$645,066▲ $19,940
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,227,817--
Unrestricted Net Assets-$4,140,829-
Total Net Assets Fund Balance$4,227,817$4,140,829▼ $86,988
Total Liabilities and Net Assets / Fund Balance$4,852,943$4,785,895▼ $67,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,413,459$1,703,426$6,116,885
Other Land Buildings$92,419$68,753$161,172
Equipment$11,876$62,192$74,068
Land$51,158-$51,158
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Gregory Y WinstonPresident
Edith RugglesDirector
Glenn LoweryDirector
Joe Della MorteDirector
John BitzerDirector
Joyce WilliamsDirector
Mary Ann JanickDirector
Maureen GardnerDirector
Paul FoxDirector
Phyllis CushlanisSecretary
Debra BassettTreasurer
Jeffrey GardnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$219,128
Program Service Revenue
$319,576
Investment Income
$68
Other Revenue
$0
Change in Net Assets
$-86,988

Audited Revenue Reconciliation

Revenue per Audited Statements
$538,772
Total Revenue per Audited Statements
$538,772
Total Revenue per Form 990
$538,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,006
Salaries, Compensation, and Employee Benefits$145,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$143,357--$143,357
Occupancy$139,869--$139,869
Other Salaries and Wages$42,964$68,874-$111,838
Fees for Services Management-$54,140-$54,140
Insurance$37,682--$37,682
Payroll Taxes$12,888$21,028-$33,916
All Other Expenses$11,677$10,639-$22,316
Fees for Services Accounting-$10,275-$10,275
Office Expenses-$9,402-$9,402
Other Expenses$7,801--$7,801
Fees for Services Legal-$1,143-$1,143
Advertising-$564-$564
Total Functional Expenses$449,695$176,065$0$625,760

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$625,760
Total Expenses per Audited Statements$625,760
Total Expenses per Form 990$625,760
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
Tenant Deposits$20,419
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Hallkeen management of norwood, ma is the management firm responsible for the management of the organization's day to day operations.”

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 provided to all board members at annual meeting for approval.”

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

“Board enforces conflicts of interest policies.”

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

“Performed by management company for management company employees.”

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

“Performed by management company for management company employees.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pine Oaks Iii Inc
EIN
04-3329757
Phone
5084329611
Address
300 LEIGHTONS LANE, HARWICH, MA 02645

Signing Officer

Name
Debra Bassett
Title
Treasurer
Phone
5084329611
Signed
2017-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Y Winston
Formed
1996
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Sanders Walsh & Eaton Llp
Address
PO BOX F, OSTERVILLE, MA 02655
Preparer
Michael J Walsh CPA
Phone
5084280790
Raw XML AppendixShowing 400 of 424 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024152
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044647
IRS990/AccountsReceivableGrp/BOYAmt019796
IRS990/AccountsReceivableGrp/EOYAmt020347
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE LOW INCOME HOUSING FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0564
IRS990/AdvertisingGrp/TotalAmt0564
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010639
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011677
IRS990/AllOtherExpensesGrp/TotalAmt022316
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEBRA BASSETT
IRS990/BooksInCareOfDetail/PhoneNum05084329611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 LEIGHTONS LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARWICH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002645
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt013764
IRS990/CashNonInterestBearingGrp/EOYAmt013834
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0219128
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt068
IRS990/CYOtherExpensesAmt0480006
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0319576
IRS990/CYRevenuesLessExpensesAmt0-86988
IRS990/CYSalariesCompEmpBnftPaidAmt0145754
IRS990/CYTotalExpensesAmt0625760
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0538772
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0143357
IRS990/DepreciationDepletionGrp/TotalAmt0143357
IRS990/Desc0PROVIDED AFFORDABLE LOW INCOME HOUSING FOR THE ELDERLY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0449695
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010275
IRS990/FeesForServicesAccountingGrp/TotalAmt010275
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01143
IRS990/FeesForServicesLegalGrp/TotalAmt01143
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt054140
IRS990/FeesForServicesManagementGrp/TotalAmt054140
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0GLENN LOWERY
IRS990/Form990PartVIISectionAGrp/PersonNm1PHYLLIS CUSHLANIS
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBRA BASSETT
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY ANN JANICK
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BITZER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE DELLA MORTE
IRS990/Form990PartVIISectionAGrp/PersonNm6EDITH RUGGLES
IRS990/Form990PartVIISectionAGrp/PersonNm7JOYCE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8GREGORY Y WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL FOX
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm11MAUREEN GARDNER
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0219128
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0538772
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt037682
IRS990/InsuranceGrp/TotalAmt037682
IRS990/InvestmentIncomeGrp/ExclusionAmt068
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01834371
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04671596
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04568912
IRS990/LandBldgEquipCostOrOtherBssAmt06403283
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE AFFORDABLE LOW INCOME HOUSING FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0580000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0580000
IRS990/NetAssetsOrFundBalancesBOYAmt04227817
IRS990/NetAssetsOrFundBalancesEOYAmt04140829
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0139869
IRS990/OccupancyGrp/TotalAmt0139869
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09402
IRS990/OfficeExpensesGrp/TotalAmt09402
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0136877
IRS990/OtherAssetsTotalGrp/EOYAmt0173119
IRS990/OtherExpensesGrp/Desc0REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE SUPPLIES
IRS990/OtherExpensesGrp/Desc2CONTRACTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt021260
IRS990/OtherExpensesGrp/ProgramServicesAmt118476
IRS990/OtherExpensesGrp/ProgramServicesAmt213721
IRS990/OtherExpensesGrp/ProgramServicesAmt37801
IRS990/OtherExpensesGrp/TotalAmt021260
IRS990/OtherExpensesGrp/TotalAmt118476
IRS990/OtherExpensesGrp/TotalAmt213721
IRS990/OtherExpensesGrp/TotalAmt37801
IRS990/OtherLiabilitiesGrp/BOYAmt020974
IRS990/OtherLiabilitiesGrp/EOYAmt020419
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068874
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042964
IRS990/OtherSalariesAndWagesGrp/TotalAmt0111838
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021028
IRS990/PayrollTaxesGrp/ProgramServicesAmt012888
IRS990/PayrollTaxesGrp/TotalAmt033916
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010910
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09683
IRS990/PrincipalOfficerNm0GREGORY Y WINSTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANTS RENTAL INCOME-NET
IRS990/ProgramServiceRevenueGrp/Desc1OTHER RESIDENTIAL CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY RECEIPTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0284480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130602
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24494
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0284480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24494
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0239995
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt066
IRS990/PYOtherExpensesAmt0489515
IRS990/PYOtherRevenueAmt0184
IRS990/PYProgramServiceRevenueAmt0296849
IRS990/PYRevenuesLessExpensesAmt0-94536
IRS990/PYSalariesCompEmpBnftPaidAmt0142115
IRS990/PYTotalExpensesAmt0631630
IRS990/PYTotalRevenueAmt0537094
IRS990/ReconcilationRevenueExpnssAmt0-86988
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY INCOME 23,674 OTHER RESIDENTIAL CHARGES 143,887 MISCELLANEOUS INCOME 1,652
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0219128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0239995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0218494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0216941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01123571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0284548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0262419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0265039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0260586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01316875
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0319576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035096
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt034496
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034693
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt032340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt032588
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0169213
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43050
IRS990ScheduleA/PublicSupportPY170Pct00.45080
IRS990ScheduleA/PublicSupportTotal170Amt01123571
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0219128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0239995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0218494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229013
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01123571
IRS990ScheduleA/TotalSupportAmt02609659
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04413459
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01703426
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06116885
IRS990ScheduleD/EquipmentGrp/BookValueAmt011876
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062192
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074068
IRS990ScheduleD/ExpensesSubtotalAmt0625760
IRS990ScheduleD/LandGrp/BookValueAmt051158
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt051158
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt092419
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068753
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0161172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020419
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0538772
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04568912
IRS990ScheduleD/TotalExpensesPerForm990Amt0625760
IRS990ScheduleD/TotalLiabilityAmt020419
IRS990ScheduleD/TotalRevenuePerForm990Amt0538772
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0538772
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0625760
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HALLKEEN MANAGEMENT OF NORWOOD, MA IS THE MANAGEMENT FIRM RESPONSIBLE FOR THE MANAGEMENT OF THE ORGANIZATION'S DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 PROVIDED TO ALL BOARD MEMBERS AT ANNUAL MEETING FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD ENFORCES CONFLICTS OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERFORMED BY MANAGEMENT COMPANY FOR MANAGEMENT COMPANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERFORMED BY MANAGEMENT COMPANY FOR MANAGEMENT COMPANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04227817
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04852943
IRS990/TotalAssetsEOYAmt04785895
IRS990/TotalAssetsGrp/BOYAmt04852943
IRS990/TotalAssetsGrp/EOYAmt04785895
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0219128
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0176065
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0449695
IRS990/TotalFunctionalExpensesGrp/TotalAmt0625760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0625126
IRS990/TotalLiabilitiesEOYAmt0645066
IRS990/TotalLiabilitiesGrp/BOYAmt0625126
IRS990/TotalLiabilitiesGrp/EOYAmt0645066
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04227817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04140829
IRS990/TotalProgramServiceExpensesAmt0449695
IRS990/TotalProgramServiceRevenueAmt0319576
IRS990/TotalRevenueGrp/ExclusionAmt068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0319576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0538772
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04852943
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04785895
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04140829
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0114 PARALLEL STREET
IRS990/USAddress/CityNm0HARWICH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002645
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA BASSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084329611
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-28

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,785,895
Liabilities
$645,066
Net assets
$4,140,829
Revenue
$538,772
Expenses
$625,760
Net income
-$86,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.66$3.38$0.86$0.82$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.65$3.34$0.67$0.78$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.66$3.46$0.67$0.79$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.69$3.58$0.61$0.78$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.65$3.75$0.63$0.70$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.65$3.83$0.58$0.67$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.65$3.91$0.55$0.66$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.68$0.66$4.02$0.54$0.65$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.65$4.14$0.54$0.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.63$4.23$0.54$0.63$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.96$0.64$4.32$0.52$0.64$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.64$4.44$0.51$0.63$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.64$4.56$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.62$4.63$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.64$4.72$0.58