Civic Intelligence

Shawme Heights II Inc.

990 • Fiscal year 2019 • EIN 04-3478758

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 13, 2019

5 Leveridge LaneSandwich, MA 02563

(617) 566-1026

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.10x

Higher debt load relative to assets than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.97x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$4,106,101

Down $77,796 (-1.9%) from 2018

Net Assets

Down

$3,691,976

Down $89,119 (-2.4%) from 2018

Liabilities

Up

$414,125

Up $11,323 (+2.8%) from 2018

Revenue

Up

$427,677

Up $4,842 (+1.1%) from 2018

Expenses

Up

$516,796

Up $18,595 (+3.7%) from 2018

Net Income

Down

-$89,119

Down $13,753 (-18%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,612,956Liabilities 2011: $416,929Net Assets 2011: $4,196,0272011Assets 2012: $4,701,858Liabilities 2012: $399,574Net Assets 2012: $4,302,2842012Assets 2013: $4,649,158Liabilities 2013: $403,885Net Assets 2013: $4,245,2732013Assets 2014: $4,557,886Liabilities 2014: $404,722Net Assets 2014: $4,153,1642014Assets 2015: $4,490,545Liabilities 2015: $413,421Net Assets 2015: $4,077,1242015Assets 2016: $4,401,284Liabilities 2016: $406,162Net Assets 2016: $3,995,1222016Assets 2017: $4,264,344Liabilities 2017: $407,883Net Assets 2017: $3,856,4612017Assets 2018: $4,183,897Liabilities 2018: $402,802Net Assets 2018: $3,781,0952018Assets 2019: $4,106,101Liabilities 2019: $414,125Net Assets 2019: $3,691,9762019Assets 2020: $4,044,282Liabilities 2020: $417,480Net Assets 2020: $3,626,8022020Assets 2021: $3,952,835Liabilities 2021: $437,103Net Assets 2021: $3,515,7322021Assets 2022: $3,866,232Liabilities 2022: $469,980Net Assets 2022: $3,396,2522022Assets 2023: $3,823,368Liabilities 2023: $449,780Net Assets 2023: $3,373,5882023Assets 2024: $3,785,949Liabilities 2024: $447,828Net Assets 2024: $3,338,1212024Assets 2025: $3,660,410Liabilities 2025: $425,594Net Assets 2025: $3,234,8162025

Highlighted filing

2019

Assets$4,106,101
Liabilities$414,125
Net Assets$3,691,976

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $463,5042011Expenses 2012: $448,8952012Revenue 2013: $408,498Expenses 2013: $465,509Net Income 2013: -$57,0112013Revenue 2014: $393,768Expenses 2014: $485,877Net Income 2014: -$92,1092014Revenue 2015: $395,483Expenses 2015: $471,523Net Income 2015: -$76,0402015Revenue 2016: $401,942Expenses 2016: $483,944Net Income 2016: -$82,0022016Revenue 2017: $395,066Expenses 2017: $533,727Net Income 2017: -$138,6612017Revenue 2018: $422,835Expenses 2018: $498,201Net Income 2018: -$75,3662018Revenue 2019: $427,677Expenses 2019: $516,796Net Income 2019: -$89,1192019Revenue 2020: $470,216Expenses 2020: $535,390Net Income 2020: -$65,1742020Revenue 2021: $461,325Expenses 2021: $572,397Net Income 2021: -$111,0722021Revenue 2022: $484,303Expenses 2022: $603,783Net Income 2022: -$119,4802022Revenue 2023: $588,317Expenses 2023: $610,981Net Income 2023: -$22,6642023Revenue 2024: $592,100Expenses 2024: $627,569Net Income 2024: -$35,4692024Revenue 2025: $588,272Expenses 2025: $691,577Net Income 2025: -$103,3052025

Highlighted filing

2019

Revenue$427,677
Expenses$516,796
Net Income-$89,119
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 13, 2019
Return Version
2018v3.1
Gross Receipts
$427,677
Mission and Program Overview

Mission

Low income housing available under section 8 and 202.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,757,602$3,658,965▼ $98,637
Savings and Temporary Cash Investments$12,250$11,628▼ $622
Cash and Non-Interest-Bearing Accounts$10,512$7,690▼ $2,822
Prepaid Expenses and Deferred Charges$4,207$4,818▲ $611
Accounts Receivable$2,279$3,433▲ $1,154
Total Assets$4,183,897$4,106,101▼ $77,796
Other Assets Total$397,047$419,567▲ $22,520
Liabilities
Mortgage Notes Payable Secured by Investment Property$360,000$360,000→ $0
Accounts Payable and Accrued Expenses$21,043$32,166▲ $11,123
Other Liabilities$19,673$19,502▼ $171
Deferred Revenue$2,086$2,457▲ $371
Total Liabilities$402,802$414,125▲ $11,323
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,768,845$3,680,348▼ $88,497
Unrestricted Net Assets$12,250$11,628▼ $622
Total Net Assets Fund Balance$3,781,095$3,691,976▼ $89,119
Total Liabilities and Net Assets / Fund Balance$4,183,897$4,106,101▼ $77,796

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,520,927$2,048,547$5,569,474
Land$135,000-$135,000
Other Land Buildings$3,038$55,047$58,085
Other Assets Org$12,607--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis NewmanPresident
Jan TimmonsDirector
Karen LewisDirector
Kirby HolmesDirector
Richard FarrarDirector
Ted ScribnerDirector
Toni GleasonDirector
Chuck GallowayClerk
Erin B FrostTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,280
Program Service Revenue
$237,582
Investment Income
$1,355
Other Revenue
$3,460
Change in Net Assets
$-89,119

Audited Revenue Reconciliation

Revenue per Audited Statements
$427,677
Total Revenue per Audited Statements
$427,677
Total Revenue per Form 990
$427,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$389,630
Salaries, Compensation, and Employee Benefits$127,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$145,213--$145,213
Other Salaries and Wages$38,560$61,267-$99,827
Occupancy$71,448--$71,448
Fees for Services Management-$40,966-$40,966
Insurance$33,282--$33,282
Office Expenses-$16,299-$16,299
Other Employee Benefits$15,588--$15,588
Payroll Taxes$11,751--$11,751
Fees for Services Accounting-$10,850-$10,850
All Other Expenses$140$911-$1,051
Other Expenses$2,986$692-$692
Advertising-$355-$355
Fees for Services Legal-$128-$128
Total Functional Expenses$385,328$131,468$0$516,796

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$516,796
Total Expenses per Audited Statements$516,796
Total Expenses per Form 990$516,796
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
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
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Wingate management contracted to manage day to day operations.

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

Copy of return provided to board memeber for acceptance.

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

Annual disclosures at annual meeting.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Shawme Heights Ii Inc
EIN
04-3478758
Phone
6175661026
Address
5 LEVERIDGE LANE, SANDWICH, MA 02563

Signing Officer

Name
Dennis Newman
Title
President
Phone
6175661026
Signed
2019-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin B Frost
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Sanders Walsh & Eaton LLC
Address
PO BOX F, OSTERVILLE, MA 02655
Preparer
Michael J Walsh CPA
Phone
5084280790
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Low income housing available under section 8 and 202.

Raw XML AppendixShowing 400 of 420 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0186619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0166978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0174852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0878154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0315
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02458
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0470037
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03458
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03498
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03560
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04664
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019562
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97550
IRS990ScheduleA/PublicSupportPY170Pct00.97510
IRS990ScheduleA/PublicSupportTotal170Amt0878154
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0186619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0166978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0174852
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0878154
IRS990ScheduleA/TotalSupportAmt0900174
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt03520927
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02048547
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05569474
IRS990ScheduleD/ExpensesSubtotalAmt0516796
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt019502
IRS990ScheduleD/LandGrp/BookValueAmt0135000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0135000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0370720
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt120300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt215940
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt312607
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PROPERTY INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS ACCOUNT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03038
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055047
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058085
IRS990ScheduleD/RevenueSubtotalAmt0427677
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03658965
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0419567
IRS990ScheduleD/TotalExpensesPerForm990Amt0516796
IRS990ScheduleD/TotalLiabilityAmt019502
IRS990ScheduleD/TotalRevenuePerForm990Amt0427677
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0427677
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0516796
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOW INCOME HOUSING AVAILABLE UNDER SECTION 8 AND 202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WINGATE MANAGEMENT CONTRACTED TO MANAGE DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF RETURN PROVIDED TO BOARD MEMEBER FOR ACCEPTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL DISCLOSURES AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03768845
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03680348
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04183897
IRS990/TotalAssetsEOYAmt04106101
IRS990/TotalAssetsGrp/BOYAmt04183897
IRS990/TotalAssetsGrp/EOYAmt04106101
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0185280
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0131468
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0385328
IRS990/TotalFunctionalExpensesGrp/TotalAmt0516796
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0402802
IRS990/TotalLiabilitiesEOYAmt0414125
IRS990/TotalLiabilitiesGrp/BOYAmt0402802
IRS990/TotalLiabilitiesGrp/EOYAmt0414125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03781095
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03691976
IRS990/TotalProgramServiceExpensesAmt0385328
IRS990/TotalProgramServiceRevenueAmt0237582
IRS990/TotalRevenueGrp/ExclusionAmt04815
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0237582
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427677
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04183897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04106101
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt012250
IRS990/UnrestrictedNetAssetsGrp/EOYAmt011628
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 COVENTRY PLACE
IRS990/USAddress/CityNm0SANDWICH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002563
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175661026
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAWME HEIGHTS II INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0043478758
ReturnHeader/Filer/PhoneNum06175661026
ReturnHeader/Filer/USAddress/AddressLine1Txt05 LEVERIDGE LANE
ReturnHeader/Filer/USAddress/CityNm0SANDWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002563
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D426263845748513852DCBD2BD9A71A3091F1FA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.66$0.43$3.23$0.59$0.69$0.10
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.45$3.34$0.59$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.45$3.37$0.59$0.61$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.47$3.40$0.48$0.60$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.44$3.52$0.46$0.57$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.42$3.63$0.47$0.54$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.41$3.69$0.43$0.52$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.40$3.78$0.42$0.50$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.41$3.86$0.40$0.53$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.41$4.00$0.40$0.48$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.49$0.41$4.08$0.40$0.47$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.40$4.15$0.39$0.49$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.40$4.25$0.41$0.47$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.40$4.30$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.42$4.20$0.46