Civic Intelligence

Windward Associates of Marlborough

EIN 04-3379115 • 501(c)3 • Marlborough, MA

Profile

Faciliate building homes for mentally retarded adults

PO Box 252Marlborough, MA 01752

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

57th percentile

1.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$286,153

Up $2,834 (+1.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$286,153

Up $2,834 (+1.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Flat

$30,000

Flat from 2023

Expenses

Up

$27,165

Up $1,269 (+4.9%) from 2023

Net Income

Down

$2,835

Down $1,269 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $211,196Liabilities 2011: $84,0742011Assets 2012: $211,747Liabilities 2012: $75,682Net Assets 2012: $136,0652012Assets 2013: $217,831Liabilities 2013: $66,042Net Assets 2013: $151,7892013Assets 2014: $225,165Liabilities 2014: $57,416Net Assets 2014: $167,7492014Assets 2015: $228,835Liabilities 2015: $47,692Net Assets 2015: $181,1432015Assets 2016: $232,751Liabilities 2016: $36,297Net Assets 2016: $196,4542016Assets 2017: $236,914Liabilities 2017: $26,100Net Assets 2017: $210,8142017Assets 2018: $246,641Liabilities 2018: $14,570Net Assets 2018: $232,0712018Assets 2019: $246,102Liabilities 2019: $0Net Assets 2019: $246,1022019Assets 2020: $266,098Liabilities 2020: $0Net Assets 2020: $266,0982020Assets 2021: $276,120Liabilities 2021: $1,800Net Assets 2021: $274,3202021Assets 2022: $279,216Liabilities 2022: $0Net Assets 2022: $279,2162022Assets 2023: $283,319Liabilities 2023: $0Net Assets 2023: $283,3192023Assets 2024: $286,153Net Assets 2024: $286,1532024

Highlighted filing

2024

Assets$286,153
Liabilities-
Net Assets$286,153
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0Revenue 2011: $34,334Expenses 2011: $25,344Net Income 2011: $8,9902011Revenue 2012: $35,902Expenses 2012: $26,957Net Income 2012: $8,9452012Revenue 2013: $39,244Expenses 2013: $23,519Net Income 2013: $15,7252013Revenue 2014: $42,382Expenses 2014: $26,423Net Income 2014: $15,9592014Revenue 2015: $42,899Expenses 2015: $29,505Net Income 2015: $13,3942015Revenue 2016: $40,904Expenses 2016: $25,591Net Income 2016: $15,3132016Revenue 2017: $41,897Expenses 2017: $27,538Net Income 2017: $14,3592017Revenue 2018: $45,598Expenses 2018: $24,340Net Income 2018: $21,2582018Revenue 2019: $43,867Expenses 2019: $29,832Net Income 2019: $14,0352019Revenue 2020: $43,996Expenses 2020: $24,000Net Income 2020: $19,9962020Revenue 2021: $43,991Expenses 2021: $35,771Net Income 2021: $8,2202021Revenue 2022: $34,796Expenses 2022: $29,900Net Income 2022: $4,8962022Revenue 2023: $30,000Expenses 2023: $25,896Net Income 2023: $4,1042023Revenue 2024: $30,000Expenses 2024: $27,165Net Income 2024: $2,8352024

Highlighted filing

2024

Revenue$30,000
Expenses$27,165
Net Income$2,835
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,153
Liabilities
-
Net assets
$286,153
Revenue
$30,000
Expenses
$27,165
Net income
$2,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.30$0.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.30$0.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.35$0.30$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.02$2.74$0.44$0.36$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.44$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.44$0.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.15$2.32$0.46$0.24$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.26$2.11$0.42$0.28$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.36$1.96$0.41$0.26$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.48$1.81$0.43$0.30$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.57$1.68$0.42$0.26$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.66$1.52$0.39$0.24$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.76$1.36$0.36$0.27$0.09
2011Summary only. Only limited summary data is available for this year.$2.11$0.84$0.34$0.25$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.0
Gross Receipts
$30,000
Mission and Program Overview

Mission

Faciliate building homes for mentally retarded adults

Faciliate building homes for mentally challenged adults

Program Services

DescriptionGrantsExpenses
ESTABLISH HOME FOR FOUR MENTALLY CHALLENGED ADULTS AND PROVIDE APPROPRIATE SERVICE AND SUPPORT SO THEY CAN LIVE INDEPENDENTLY OF THEIR FAMILIES.-$27,165
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEL PONTREMOLIDirector-$0--
LOIS ABELPresident-$0--
LEN CONLINDirector-$0--
ELIZABETH CRONINVice Preside-$0--
THERESA RIDDLEDirector-$0--
THOMAS ABELDirector-$0--
WALLACE RIDDLEClerk-$0--
JAN KEITHTreasurer-$0--
MICHELLE BEAULIEUDirector-$0--
Filing and Contact Details

Filer

Filer Name
Windward Associates of Marlborough
EIN
04-3379115
Phone
5084857329
Address
PO BOX 252, MARLBOROUGH, MA 01752

Signing Officer

Name
Lois Abel
Title
President
Phone
5084814721
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Innovative Tax & Acctg Solutions Inc
Address
200 EAST MAIN ST BLDG 2 UNIT D, MARLBOROUGH, MA 01752
Preparer
Michelle Vasquez Ea
Phone
5084853811
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses postage 230 board insurance 525 client activities 374 filing fees 50 non-investment depreciation 8,774 total 9,953”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -1”

Form 990-ez, Part II, Line 24

“Appliances & furniture 7,709 7,709 less accumulated depreciation 7,709 7,709 total 0 0”

Raw XML Appendix164 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WINDWARD ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum05084857329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0233 SIMPSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARLBOROUGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001752
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0212694
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224303
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0283319
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286153
IRS990EZ/GrossReceiptsAmt030000
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt070625
IRS990EZ/LandAndBuildingsGrp/EOYAmt061850
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0283319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0286153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0283319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0286153
IRS990EZ/OccupancyRentUtltsAndMaintAmt013717
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEL PONTREMOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOIS ABEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEN CONLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THERESA RIDDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS ABEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WALLACE RIDDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAN KEITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHELLE BEAULIEU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt09953
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FACILIATE BUILDING HOMES FOR MENTALLY CHALLENGED ADULTS
IRS990EZ/ProgramServiceRevenueAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISH HOME FOR FOUR MENTALLY CHALLENGED ADULTS AND PROVIDE APPROPRIATE SERVICE AND SUPPORT SO THEY CAN LIVE INDEPENDENTLY OF THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027165
IRS990EZ/TotalProgramServiceExpensesAmt027165
IRS990EZ/TotalRevenueAmt030000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0331
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0717
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0717
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99610
IRS990ScheduleA/PublicSupportPY509Pct00.99470
IRS990ScheduleA/PublicSupportTotal509Amt0181397
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043665
IRS990ScheduleA/Total509Grp/TotalAmt0181397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043996
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE 230 BOARD INSURANCE 525 CLIENT ACTIVITIES 374 FILING FEES 50 NON-INVESTMENT DEPRECIATION 8,774 TOTAL 9,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPLIANCES & FURNITURE 7,709 7,709 LESS ACCUMULATED DEPRECIATION 7,709 7,709 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS ABEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084814721
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDWARD ASSOCIATES OF MARLBOROUGH
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0043379115
ReturnHeader/Filer/PhoneNum05084857329
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 252
ReturnHeader/Filer/USAddress/CityNm0MARLBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814433911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INNOVATIVE TAX & ACCTG SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST MAIN ST BLDG 2 UNIT D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001752
ReturnHeader/PreparerPersonGrp/PhoneNum05084853811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE VASQUEZ EA
ReturnHeader/ReturnTs02025-05-06T07:38:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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