Civic Intelligence

Whalley Housing Services Inc

EIN 06-1459786 • 501(c)3 • Woodbridge, CT

Profile

To own real property to be used for a charitable purpose.

6 Lunar DriveWoodbridge, CT 06525

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

2.25x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

8.66x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

99th percentile

$323,638

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 547.6% of source-year revenue.

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

Asset Growth

42nd percentile

-8.3%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Down

$227,278

Down $20,666 (-8.3%) from 2023

Liabilities

Down

$511,891

Down $8,273 (-1.6%) from 2023

Net Assets

Down

-$284,613

Down $12,393 (-4.6%) from 2023

Revenue

Up

$59,096

Up $9,110 (+18%) from 2023

Expenses

Up

$71,488

Up $5,388 (+8.2%) from 2023

Net Income

Up

-$12,392

Up $3,722 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $325,962Liabilities 2010: $504,831Net Assets 2010: -$178,8692010Assets 2011: $319,176Liabilities 2011: $517,053Net Assets 2011: -$197,8772011Assets 2012: $301,359Liabilities 2012: $512,9862012Assets 2019: $253,277Liabilities 2019: $520,035Net Assets 2019: -$266,7582019Assets 2020: $255,104Liabilities 2020: $517,053Net Assets 2020: -$261,9492020Assets 2021: $267,810Liabilities 2021: $528,776Net Assets 2021: -$260,9662021Assets 2022: $262,423Liabilities 2022: $518,529Net Assets 2022: -$256,1062022Assets 2023: $247,944Liabilities 2023: $520,164Net Assets 2023: -$272,2202023Assets 2024: $227,278Liabilities 2024: $511,891Net Assets 2024: -$284,6132024

Highlighted filing

2024

Assets$227,278
Liabilities$511,891
Net Assets-$284,613

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $26,708Expenses 2010: $50,023Net Income 2010: -$23,3152010Revenue 2011: $39,649Expenses 2011: $58,657Net Income 2011: -$19,0082011Revenue 2012: $37,664Expenses 2012: $51,414Net Income 2012: -$13,7502012Revenue 2019: $89,167Expenses 2019: $53,407Net Income 2019: $35,7602019Revenue 2020: $55,907Expenses 2020: $51,098Net Income 2020: $4,8092020Revenue 2021: $53,751Expenses 2021: $52,766Net Income 2021: $9852021Revenue 2022: $59,181Expenses 2022: $54,321Net Income 2022: $4,8602022Revenue 2023: $49,986Expenses 2023: $66,100Net Income 2023: -$16,1142023Revenue 2024: $59,096Expenses 2024: $71,488Net Income 2024: -$12,3922024

Highlighted filing

2024

Revenue$59,096
Expenses$71,488
Net Income-$12,392

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$59,096
Mission and Program Overview

Mission

To own real property to be used for a charitable purpose.

Program Services

DescriptionGrantsExpenses
TO PROVIDE HOUSING FOR INDIVIDUALS WITH DISABILITIES AND VERY LOW INCOME.-$64,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER I LATORRACEOFT$271,714$51,924$323,638
JILL CRETELLAChief Admin.FT$150,858$36,762$187,620
JASON MIRSKYCFOFT$148,692$9,932$158,624
MAUREEN MCMENAMEYAssistant CfFT$135,006$8,835$143,841
DANIELLE PHILLIPSChief Prog.FT$133,735$8,797$142,532
DENISE CANADYChief CompliFT$128,245$8,871$137,116
IHSSANE KHATIBDirector-$0--
GRETA E SOLOMONDirector-$0--
BOBBY PETERSONDirector-$0--
JEFFREY H EUBENDirector-$0--
DAVID M FERRETTIDirector-$0--
DELORES STRODEDirector-$0--
MYRA STANLEYDirector-$0--
AMITKUMAR SINGHDirector-$0--
STEVEN P SHWARTZChairman-$0--
SUZANNE J LETSOVice Chair-$0--
ANN M ARPINO CPATreasurer-$0--
DEBORAH L STANLEY-MCAULAYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whalley Housing Services Inc
EIN
06-1459786
Phone
2033892970
Address
6 LUNAR DRIVE, WOODBRIDGE, CT 06525

Signing Officer

Name
Heather I Latorra
Title
CEO
Phone
2033892970
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 600 total 600

Form 990-ez, Part I, Line 16

Expenses office 556 insurance 3,251 maintenance contracts 11,585 repairs & maintenance 5,270 miscellaneous 1,001 program supplies 6 training & recruitment 467 dues, fees, & licenses 335 non-investment depreciation 21,624 total 44,095

Form 990-ez, Part II, Line 24

Accounts receivable 8,832 0 furniture 39,148 39,149 less accumulated depreciation 13,154 15,786 tenant security deposits 1,872 1,859 reserve for replacements 27,622 38,352 residual receipts 753 753 total 65,073 64,327

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 154,993 146,752 tenant security deposits 1,872 1,839 mortgage and other notes payable 363,300 363,300

Raw XML Appendix226 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 600 TOTAL 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 556 INSURANCE 3,251 MAINTENANCE CONTRACTS 11,585 REPAIRS & MAINTENANCE 5,270 MISCELLANEOUS 1,001 PROGRAM SUPPLIES 6 TRAINING & RECRUITMENT 467 DUES, FEES, & LICENSES 335 NON-INVESTMENT DEPRECIATION 21,624 TOTAL 44,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 8,832 0 FURNITURE 39,148 39,149 LESS ACCUMULATED DEPRECIATION 13,154 15,786 TENANT SECURITY DEPOSITS 1,872 1,859 RESERVE FOR REPLACEMENTS 27,622 38,352 RESIDUAL RECEIPTS 753 753 TOTAL 65,073 64,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 154,993 146,752 TENANT SECURITY DEPOSITS 1,872 1,839 MORTGAGE AND OTHER NOTES PAYABLE 363,300 363,300
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