Civic Intelligence

Trustees UW Hannah Bg Shaw

990 • Fiscal year 2016 • EIN 04-6045460

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 21, 2017

Organization ProfileN/A
299 Wareham StreetMiddleboro, MA 02346

(508) 947-1184

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

31st percentile

-1.6%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$8,250

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$12,952,743

Up $255,121 (+2.0%) from 2015

Net Assets

Up

$12,946,818

Up $257,620 (+2.0%) from 2015

Liabilities

Down

$5,925

Down $2,499 (-30%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin31st percentile

Revenue

Down

$497,786

Down $316,964 (-39%) from 2015

Expenses

Down

$505,854

Down $48,740 (-8.8%) from 2015

Net Income

Down

-$8,068

Down $268,224 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2010: $11,376,183Liabilities 2010: $72,851Net Assets 2010: $11,303,3322010Assets 2011: $12,106,576Liabilities 2011: $68,531Net Assets 2011: $12,038,0452011Assets 2012: $12,441,745Liabilities 2012: $4,673Net Assets 2012: $12,437,0722012Assets 2013: $12,793,616Liabilities 2013: $22,113Net Assets 2013: $12,771,5032013Assets 2014: $13,024,648Liabilities 2014: $59,830Net Assets 2014: $12,964,8182014Assets 2015: $12,697,622Liabilities 2015: $8,424Net Assets 2015: $12,689,1982015Assets 2016: $12,952,743Liabilities 2016: $5,925Net Assets 2016: $12,946,8182016Assets 2017: $13,959,498Liabilities 2017: $107,087Net Assets 2017: $13,852,4112017Assets 2018: $13,031,404Liabilities 2018: $4,673Net Assets 2018: $13,026,7312018Assets 2019: $15,598,034Liabilities 2019: $92,057Net Assets 2019: $15,505,9772019Assets 2020: $17,200,711Liabilities 2020: $156,613Net Assets 2020: $17,044,0982020Assets 2021: $20,393,126Liabilities 2021: $75,924Net Assets 2021: $20,317,2022021Assets 2022: $17,330,212Liabilities 2022: $9,674Net Assets 2022: $17,320,5382022Assets 2023: $18,797,972Liabilities 2023: $189,875Net Assets 2023: $18,608,0972023Assets 2024: $20,464,181Liabilities 2024: $168,888Net Assets 2024: $20,295,2932024

Highlighted filing

2016

Assets$12,952,743
Liabilities$5,925
Net Assets$12,946,818
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $522,0652010Expenses 2011: $523,9672011Expenses 2012: $545,4472012Revenue 2013: $612,892Expenses 2013: $531,535Net Income 2013: $81,3572013Revenue 2014: $727,334Expenses 2014: $534,814Net Income 2014: $192,5202014Revenue 2015: $814,750Expenses 2015: $554,594Net Income 2015: $260,1562015Revenue 2016: $497,786Expenses 2016: $505,854Net Income 2016: -$8,0682016Revenue 2017: $720,847Expenses 2017: $484,926Net Income 2017: $235,9212017Revenue 2018: $459,442Expenses 2018: $437,284Net Income 2018: $22,1582018Revenue 2019: $374,848Expenses 2019: $440,574Net Income 2019: -$65,7262019Revenue 2020: $412,328Expenses 2020: $396,488Net Income 2020: $15,8402020Revenue 2021: $511,171Expenses 2021: $397,023Net Income 2021: $114,1482021Revenue 2022: $681,693Expenses 2022: $423,898Net Income 2022: $257,7952022Revenue 2023: $490,058Expenses 2023: $1,084,226Net Income 2023: -$594,1682023Revenue 2024: $8,920,415Expenses 2024: $1,078,033Net Income 2024: $7,842,3822024

Highlighted filing

2016

Revenue$497,786
Expenses$505,854
Net Income-$8,068
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$1,075,990
Mission and Program Overview

Mission

The trust exists for the benefit of a related non-profit nursing home, hannah bg shaw home, inc, which dedicated to providing the highest quality skilled nursing, rehabilitative, memory care, and residential care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$8,793,532$8,793,532→ $0
Investments in Publicly Traded Securities$3,801,239$4,036,804▲ $235,565
Savings and Temporary Cash Investments$21,950$31,079▲ $9,129
Cash and Non-Interest-Bearing Accounts$48,957$5,335▼ $43,622
Total Assets$12,697,622$12,952,743▲ $255,121
Other Assets Total$31,944$85,993▲ $54,049
Liabilities
Accounts Payable and Accrued Expenses$8,424$5,925▼ $2,499
Total Liabilities$8,424$5,925▼ $2,499
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,725,675$11,983,295▲ $257,620
Permanently Rstr Net Assets$963,523$963,523→ $0
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$12,689,198$12,946,818▲ $257,620
Total Liabilities and Net Assets / Fund Balance$12,697,622$12,952,743▲ $255,121

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$12,689,198-▲ $371,072$113,452$12,946,818
2015$12,964,818-▲ $256,709$532,329$12,689,198
2014$12,771,503-▲ $705,516$512,201$12,964,818
2013$12,437,072-▲ $845,320$510,889$12,771,503
2012$12,038,045-▲ $933,149$534,122$12,437,072
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleBaseOtherTotal
Robert DesrosiersTrustee$2,500$5,750$8,250
David WylieTrustee$2,500$4,250$6,750
Deborah BlaisTrustee$2,500$1,250$3,750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$497,786
Other Revenue
$0
Change in Net Assets
$-8,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$475,387
Other Expenses$22,967
Salaries, Compensation, and Employee Benefits$7,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$475,387--$475,387
Fees for Service Investment Mgmnt Fees-$22,967-$22,967
Current Officers, Directors, Trustees, and Key Employees-$7,500-$7,500
Total Functional Expenses$475,387$30,467$0$505,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Hannah Bg Shaw Home IncMiddleboro, MA501(c)(3)Supported Organization$475,387
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
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board audit committee is responsible and reviews the 990 for completeness and accuracy. The complete form 990 is provided to the board prior to its filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees Uw Hannah Bg Shaw
EIN
04-6045460
Phone
5089471184
Address
299 WAREHAM STREET, MIDDLEBORO, MA 02346

Signing Officer

Name
Robert Desrosiers
Title
Trustee
Phone
5089471184
Signed
2017-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Desrosiers
Formed
1938
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Judy Daley
Phone
6179848100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“In accordance with the donor requirements, the endowment funds are held in perpetuity until appropriated for expenditure to be used for general purposes of the organization.”

PART X, LINE 2:

“The financial statements do not include a provision for income taxes because the organization has been granted exempt status relative to federal and state corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes.”

Raw XML AppendixShowing 400 of 401 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/BOYAmt08424
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05925
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST EXISTS FOR THE BENEFIT OF A RELATED NON-PROFIT NURSING HOME, HANNAH BG SHAW HOME, INC, WHICH DEDICATED TO PROVIDING THE HIGHEST QUALITY SKILLED NURSING, REHABILITATIVE, MEMORY CARE, AND RESIDENTIAL CARE.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT DESROSIERS
IRS990/BooksInCareOfDetail/PhoneNum05089471184
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0299 WAREHAM STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLEBORO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002346
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt048957
IRS990/CashNonInterestBearingGrp/EOYAmt05335
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0475387
IRS990/CYInvestmentIncomeAmt0497786
IRS990/CYOtherExpensesAmt022967
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8068
IRS990/CYSalariesCompEmpBnftPaidAmt07500
IRS990/CYTotalExpensesAmt0505854
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0497786
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST EXISTS FOR THE BENEFIT OF A RELATED NON-PROFIT NURSING HOME, THE HANNAH BG SHAW HOME, INC, WHICH DEDICATED TO PROVIDING THE HIGHEST QUALITY SKILLED NURSING, REHABILITATIVE, MEMORY CARE, AND RESIDENTIAL CARE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0475387
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022967
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022967
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT DESROSIERS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH BLAIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt05750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21250
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01938
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-8068
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0475387
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0475387
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0475387
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0570136
IRS990/GrossReceiptsAmt01075990
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0505854
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0505854
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03801239
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04036804
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0578204
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST EXISTS FOR THE BENEFIT OF A RELATED NON-PROFIT NURSING HOME, HANNAH BG SHAW HOME, INC, WHICH DEDICATED TO PROVIDING THE HIGHEST QUALITY SKILLED NURSING, REHABILITATIVE, MEMORY CARE, AND RESIDENTIAL CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012689198
IRS990/NetAssetsOrFundBalancesEOYAmt012946818
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-8068
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8068
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0265688
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt031944
IRS990/OtherAssetsTotalGrp/EOYAmt085993
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08793532
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08793532
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0963523
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0963523
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT DESROSIERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0524779
IRS990/PYInvestmentIncomeAmt0814750
IRS990/PYOtherExpensesAmt022315
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0260156
IRS990/PYSalariesCompEmpBnftPaidAmt07500
IRS990/PYTotalExpensesAmt0554594
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0814750
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-8068
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021950
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031079
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CONTRIBUTION SUPPORT WILL BE USED TO FURTHER THE EXEMPT PURPOSE OF OPERATING LONG-TERM CARE AND SUPPORTED LIVING FACILITIES OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042135768
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0475387
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE HANNAH BG SHAW HOME FOR THE AGED INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0475387
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012689198
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012946818
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0371072
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0113452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012964818
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012689198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0256709
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0532329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012771503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012964818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0705516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0512201
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012437072
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012771503
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0845320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0510889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012038045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012437072
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933149
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0534122
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.07440
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH THE DONOR REQUIREMENTS, THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY UNTIL APPROPRIATED FOR EXPENDITURE TO BE USED FOR GENERAL PURPOSES OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.92560
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0475387
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE HANNAH BG SHAW HOME INC
IRS990ScheduleI/RecipientTable/RecipientEIN0042135768
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0229 WAREHAM STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIDDLEBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002346
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD AUDIT COMMITTEE IS RESPONSIBLE AND REVIEWS THE 990 FOR COMPLETENESS AND ACCURACY. THE COMPLETE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUST UW HANNAH B G SHAW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE HANNAH BG SHAW HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042135768
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSING FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0299 WAREHAM STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MIDDLEBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002346
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0475387
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt18793532
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt282941
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE HANNAH BG SHAW HOME INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE HANNAH BG SHAW HOME INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE HANNAH BG SHAW HOME INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011725675
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011983295
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012697622
IRS990/TotalAssetsEOYAmt012952743
IRS990/TotalAssetsGrp/BOYAmt012697622
IRS990/TotalAssetsGrp/EOYAmt012952743
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030467
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0475387
IRS990/TotalFunctionalExpensesGrp/TotalAmt0505854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08424
IRS990/TotalLiabilitiesEOYAmt05925
IRS990/TotalLiabilitiesGrp/BOYAmt08424
IRS990/TotalLiabilitiesGrp/EOYAmt05925
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012689198
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012946818
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0475387
IRS990/TotalReportableCompFromOrgAmt07500
IRS990/TotalRevenueGrp/ExclusionAmt0497786
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0497786
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012697622
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012952743
IRS990/TotReportableCompRltdOrgAmt011250
IRS990/TransactionWithControlEntInd01
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt00
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0299 WAREHAM STREET
IRS990/USAddress/CityNm0MIDDLEBORO
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002346
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DESROSIERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05089471184
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES UW HANNAH BG SHAW
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0046045460
ReturnHeader/Filer/PhoneNum05089471184
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 WAREHAM STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002346
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0499B49BEE9E95068E93680D69C996EB6A62D8814
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BDBF5572340FAAE6A27F900DDE1A70A54F7FF7ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:56:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 CROWN COLONY DRIVE SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06179848100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY DALEY
ReturnHeader/ReturnTs02017-10-05T11:28:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31

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
$12,952,743
Liabilities
$5,925
Net assets
$12,946,818
Revenue
$497,786
Expenses
$505,854
Net income
-$8,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.17$20.3$8.92$1.08$7.84
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.19$18.6$0.49$1.08$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.01$17.3$0.68$0.42$0.26
2021Detailed filing. Detailed filing data is available for this year.$20.4$0.08$20.3$0.51$0.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.16$17.0$0.41$0.40$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.09$15.5$0.37$0.44$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$0.46$0.44$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.11$13.9$0.72$0.48$0.24
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.01$12.9$0.50$0.51$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.01$12.7$0.81$0.55$0.26
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.06$13.0$0.73$0.53$0.19
2013Detailed filing. Detailed filing data is available for this year.$12.8$0.02$12.8$0.61$0.53$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.00$12.4$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.07$12.0$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.07$11.3$0.52