Civic Intelligence

Unquity House Corporation

EIN 04-3581983 • 501(c)3 • Milton, MA

Profile

Endeavors to meet the needs of the seniors- in milton and beyond- by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

30 Curtis RoadMilton, MA 02186

mreinc.org/UNQUITY.HTML

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.12x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$8,552,833

Up $485,307 (+6.0%) from 2023

Liabilities

Down

$302,246

Down $13,404 (-4.2%) from 2023

Net Assets

Up

$8,250,587

Up $498,711 (+6.4%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin73rd percentile

Revenue

Up

$2,575,778

Up $97,576 (+3.9%) from 2023

Expenses

Up

$2,077,067

Up $189,127 (+10%) from 2023

Net Income

Down

$498,711

Down $91,551 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2010: $3,034,704Liabilities 2010: $816,294Net Assets 2010: $2,218,4102010Assets 2011: $2,994,011Liabilities 2011: $599,718Net Assets 2011: $2,394,2932011Assets 2012: $3,030,936Liabilities 2012: $421,037Net Assets 2012: $2,609,8992012Assets 2013: $3,097,340Liabilities 2013: $382,364Net Assets 2013: $2,714,9762013Assets 2014: $3,450,976Liabilities 2014: $241,610Net Assets 2014: $3,209,3662014Assets 2015: $4,013,625Liabilities 2015: $228,185Net Assets 2015: $3,785,4402015Assets 2016: $4,494,497Liabilities 2016: $187,586Net Assets 2016: $4,306,9112016Assets 2017: $5,084,035Liabilities 2017: $225,915Net Assets 2017: $4,858,1202017Assets 2018: $5,585,089Liabilities 2018: $212,038Net Assets 2018: $5,373,0512018Assets 2019: $6,108,398Liabilities 2019: $260,260Net Assets 2019: $5,848,1382019Assets 2020: $6,655,819Liabilities 2020: $238,610Net Assets 2020: $6,417,2092020Assets 2021: $7,241,525Liabilities 2021: $358,820Net Assets 2021: $6,882,7052021Assets 2022: $7,465,981Liabilities 2022: $304,367Net Assets 2022: $7,161,6142022Assets 2023: $8,067,526Liabilities 2023: $315,650Net Assets 2023: $7,751,8762023Assets 2024: $8,552,833Liabilities 2024: $302,246Net Assets 2024: $8,250,5872024

Highlighted filing

2024

Assets$8,552,833
Liabilities$302,246
Net Assets$8,250,587
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,259,6192010Expenses 2011: $1,222,6672011Revenue 2012: $1,398,663Expenses 2012: $1,183,057Net Income 2012: $215,6062012Revenue 2013: $1,368,111Expenses 2013: $1,263,034Net Income 2013: $105,0772013Revenue 2014: $1,804,274Expenses 2014: $1,309,884Net Income 2014: $494,3902014Revenue 2015: $2,049,583Expenses 2015: $1,473,509Net Income 2015: $576,0742015Revenue 2016: $2,054,235Expenses 2016: $1,532,764Net Income 2016: $521,4712016Revenue 2017: $2,085,273Expenses 2017: $1,534,064Net Income 2017: $551,2092017Revenue 2018: $2,137,230Expenses 2018: $1,622,299Net Income 2018: $514,9312018Revenue 2019: $2,220,261Expenses 2019: $1,745,174Net Income 2019: $475,0872019Revenue 2020: $2,227,459Expenses 2020: $1,748,998Net Income 2020: $478,4612020Revenue 2021: $2,227,037Expenses 2021: $1,761,541Net Income 2021: $465,4962021Revenue 2022: $2,234,668Expenses 2022: $1,955,759Net Income 2022: $278,9092022Revenue 2023: $2,478,202Expenses 2023: $1,887,940Net Income 2023: $590,2622023Revenue 2024: $2,575,778Expenses 2024: $2,077,067Net Income 2024: $498,7112024

Highlighted filing

2024

Revenue$2,575,778
Expenses$2,077,067
Net Income$498,711
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,552,833
Liabilities
$302,246
Net assets
$8,250,587
Revenue
$2,575,778
Expenses
$2,077,067
Net income
$498,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.55$0.30$8.25$2.58$2.08$0.50
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.32$7.75$2.48$1.89$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.47$0.30$7.16$2.23$1.96$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.36$6.88$2.23$1.76$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.66$0.24$6.42$2.23$1.75$0.48
2019Detailed filing. Detailed filing data is available for this year.$6.11$0.26$5.85$2.22$1.75$0.48
2018Detailed filing. Detailed filing data is available for this year.$5.59$0.21$5.37$2.14$1.62$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.23$4.86$2.09$1.53$0.55
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.19$4.31$2.05$1.53$0.52
2015Detailed filing. Detailed filing data is available for this year.$4.01$0.23$3.79$2.05$1.47$0.58
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.24$3.21$1.80$1.31$0.49
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.38$2.71$1.37$1.26$0.11
2012Summary only. Only limited summary data is available for this year.$3.03$0.42$2.61$1.40$1.18$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.60$2.39$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.82$2.22$1.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$2,575,778
Mission and Program Overview

Mission

Endeavors to meet the needs of the seniors- in milton and beyond- by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

To meet the needs of the seniors in milton by providing housing and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,184,997$2,979,435▲ $794,438
Prepaid Expenses and Deferred Charges$61,415$72,561▲ $11,146
Accounts Receivable$48,157$43,948▼ $4,209
Cash and Non-Interest-Bearing Accounts$21,048$41,758▲ $20,710
Total Assets$8,067,526$8,552,833▲ $485,307
Other Assets Total$5,751,909$5,415,131▼ $336,778
Liabilities
Other Liabilities$163,829$181,132▲ $17,303
Accounts Payable and Accrued Expenses$137,120$104,611▼ $32,509
Deferred Revenue$14,701$16,503▲ $1,802
Total Liabilities$315,650$302,246▼ $13,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,750,643$8,250,378▲ $499,735
Net Assets With Donor Restrictions$1,233$209▼ $1,024
Total Net Assets Fund Balance$7,751,876$8,250,587▲ $498,711
Total Liabilities and Net Assets / Fund Balance$8,067,526$8,552,833▲ $485,307

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,026,824$3,889,820$5,916,644
Equipment$258,391$212,933$471,324
Land$418,278-$418,278
Other Land Buildings$275,942$121,546$397,488
Other Assets Org$176,500--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Paul NeedhamPresident
Branch LaneTrustee
Carol SullivanTrustee
Ewald CharlesTrustee
John Looney MdTrustee
Michael BradyTrustee
Michael SullivanTrustee
Maritta CroninSecretary
George GearyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,304,913
Investment Income
$270,865
Other Revenue
$0
Change in Net Assets
$498,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,575,778
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,575,778
Total Revenue per Form 990
$2,575,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,077,067
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
Depreciation Depletion$218,800--$218,800
Fees for Services Management-$157,128-$157,128
All Other Expenses$144,125--$144,125
Other Expenses$136,761$43,267-$136,761
Insurance$92,959$2,875-$95,834
Office Expenses$31,935$988-$32,923
Fees for Services Accounting-$16,500-$16,500
Information Technology$15,955--$15,955
Interest$6,467--$6,467
Fees for Services Legal-$5,974-$5,974
Advertising$1,664$294-$1,958
Total Functional Expenses$1,850,041$227,026$0$2,077,067

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,077,067
Total Expenses per Audited Statements$2,077,067
Total Expenses per Form 990$2,077,067
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 Security Deposits Payable$143,862
Due to Related Party$37,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management duties are performed by milton residences for the elderly, a related entity of the organization.”

Form 990, Part VI, Section B, Line 11B

“The tax returns are prepared by the corporation's audit firm. A draft of the form 990 is submitted to the corporation's management by its audit firm for review. Upon completion of management's review and resolution of any questions, the draft of the form 990 is then electronically submitted to the corporation's treasurer and/or finance committee for a second review and approval prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is determined and approved by the compensation committee of the organization. There were no key employees or officers paid.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request at 600 canton ave, milton, ma, 02186.”

Filing and Contact Details

Filer

Filer Name
Unquity House Corporation
EIN
04-3581983
Phone
6176983005
Address
30 CURTIS ROAD, MILTON, MA 02186

Signing Officer

Name
W Paul Needham
Title
President
Phone
6176983005
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Paul Needham
Formed
2001
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Kevin Bonnett CPA
Phone
6176968900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's board of directors assumes responsibility for oversight of the audit.”

Raw XML AppendixShowing 400 of 506 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0137120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104611
IRS990/AccountsReceivableGrp/BOYAmt048157
IRS990/AccountsReceivableGrp/EOYAmt043948
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MEET THE NEEDS OF THE SENIORS IN MILTON BY PROVIDING HOUSING AND SERVICES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0294
IRS990/AdvertisingGrp/ProgramServicesAmt01664
IRS990/AdvertisingGrp/TotalAmt01958
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0144125
IRS990/AllOtherExpensesGrp/TotalAmt0144125
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SARAH MCLAREN
IRS990/BooksInCareOfDetail/PhoneNum06176983005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 CANTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002186
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt021048
IRS990/CashNonInterestBearingGrp/EOYAmt041758
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0270865
IRS990/CYOtherExpensesAmt02077067
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02304913
IRS990/CYRevenuesLessExpensesAmt0498711
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02077067
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02575778
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt014701
IRS990/DeferredRevenueGrp/EOYAmt016503
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0218800
IRS990/DepreciationDepletionGrp/TotalAmt0218800
IRS990/Desc0TO OPERATE AFFORDABLE HOUSING FOR VERY LOW AND EXTREMELY LOW INCOME PERSONS AND FAMILIES UNDER A REGULATORY AGREEMENT WITH METRO HOUSING BOSTON AND A SECTION 8 PROJECT-BASED VOUCHER PROGRAM FROM HUD. PROVIDED AND MAINTAINED 140 INDEPENDENT LIVING UNITS DURING THE YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01233
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0209
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01850041
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016500
IRS990/FeesForServicesAccountingGrp/TotalAmt016500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05974
IRS990/FeesForServicesLegalGrp/TotalAmt05974
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0157128
IRS990/FeesForServicesManagementGrp/TotalAmt0157128
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0JOHN LOONEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL NEEDHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2MARITTA CRONIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EWALD CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm6GEORGE GEARY
IRS990/Form990PartVIISectionAGrp/PersonNm7BRANCH LANE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL SULLIVAN
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/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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02575778
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt015955
IRS990/InformationTechnologyGrp/TotalAmt015955
IRS990/InsuranceGrp/ManagementAndGeneralAmt02875
IRS990/InsuranceGrp/ProgramServicesAmt092959
IRS990/InsuranceGrp/TotalAmt095834
IRS990/InterestGrp/ProgramServicesAmt06467
IRS990/InterestGrp/TotalAmt06467
IRS990/InvestmentIncomeGrp/ExclusionAmt0270865
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0270865
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04224299
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02184997
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02979435
IRS990/LandBldgEquipCostOrOtherBssAmt07203734
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDEAVORS TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07751876
IRS990/NetAssetsOrFundBalancesEOYAmt08250587
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07750643
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08250378
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0988
IRS990/OfficeExpensesGrp/ProgramServicesAmt031935
IRS990/OfficeExpensesGrp/TotalAmt032923
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05751909
IRS990/OtherAssetsTotalGrp/EOYAmt05415131
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES FOR MAINTENANCE, A
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3TAXES-REAL ESTATE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043267
IRS990/OtherExpensesGrp/ProgramServicesAmt0496148
IRS990/OtherExpensesGrp/ProgramServicesAmt1361640
IRS990/OtherExpensesGrp/ProgramServicesAmt2343587
IRS990/OtherExpensesGrp/ProgramServicesAmt3136761
IRS990/OtherExpensesGrp/TotalAmt0539415
IRS990/OtherExpensesGrp/TotalAmt1361640
IRS990/OtherExpensesGrp/TotalAmt2343587
IRS990/OtherExpensesGrp/TotalAmt3136761
IRS990/OtherLiabilitiesGrp/BOYAmt0163829
IRS990/OtherLiabilitiesGrp/EOYAmt0181132
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt061415
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072561
IRS990/PrincipalOfficerNm0W PAUL NEEDHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2532420
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02284396
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113399
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02284396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27118
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0200446
IRS990/PYOtherExpensesAmt01887940
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02277756
IRS990/PYRevenuesLessExpensesAmt0590262
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01887940
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02478202
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0498711
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02304913
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020265
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0270865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0163503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010515
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012812
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0486943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02304913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02277756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02203490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02218372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02204647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011209178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0270865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012812
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0486943
IRS990ScheduleA/InvestmentIncomeCYPct00.04160
IRS990ScheduleA/InvestmentIncomePYPct00.01990
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95840
IRS990ScheduleA/PublicSupportPY509Pct00.98010
IRS990ScheduleA/PublicSupportTotal509Amt011229443
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02304913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02277756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02205420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02226707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02214647
IRS990ScheduleA/Total509Grp/TotalAmt011229443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02575778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02441259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02234668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02237222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02227459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011716386
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02026824
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03889820
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05916644
IRS990ScheduleD/EquipmentGrp/BookValueAmt0258391
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0212933
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0471324
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02077067
IRS990ScheduleD/LandGrp/BookValueAmt0418278
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0418278
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05238631
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1176500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0275942
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0121546
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0397488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0143862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt137270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02575778
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02979435
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05415131
IRS990ScheduleD/TotalExpensesPerForm990Amt02077067
IRS990ScheduleD/TotalLiabilityAmt0181132
IRS990ScheduleD/TotalRevenuePerForm990Amt02575778
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02575778
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02077067
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES ARE PERFORMED BY MILTON RESIDENCES FOR THE ELDERLY, A RELATED ENTITY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURNS ARE PREPARED BY THE CORPORATION'S AUDIT FIRM. A DRAFT OF THE FORM 990 IS SUBMITTED TO THE CORPORATION'S MANAGEMENT BY ITS AUDIT FIRM FOR REVIEW. UPON COMPLETION OF MANAGEMENT'S REVIEW AND RESOLUTION OF ANY QUESTIONS, THE DRAFT OF THE FORM 990 IS THEN ELECTRONICALLY SUBMITTED TO THE CORPORATION'S TREASURER AND/OR FINANCE COMMITTEE FOR A SECOND REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THERE WERE NO KEY EMPLOYEES OR OFFICERS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT 600 CANTON AVE, MILTON, MA, 02186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WINTER VALLEY RESIDENCES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MILTON RESIDENCES FOR THE ELDERLY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2WINTER VALLEY RESIDENCES II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042616099
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046207699
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2883665973
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0600 CANTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1600 CANTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2600 CANTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MILTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102186

Document Assets

No mirrored PDF or thumbnail assets are attached yet.