Civic Intelligence

Eldercare Initiatives Inc.

990 • Fiscal year 2024 • EIN 20-1920032

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 10, 2025

Organization ProfileN/A
93 Canal StreetSouth Hadley, MA 01075

(413) 538-9020

Siviq Scores

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

Liabilities / Assets

98th percentile

1.39x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

12.30x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

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

Asset Growth

25th percentile

-2.4%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

32nd percentile

-0.9%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$5,031,750

Down $121,415 (-2.4%) from 2023

Net Assets

Down

-$1,944,409

Down $140,883 (-7.8%) from 2023

Liabilities

Up

$6,976,159

Up $19,468 (+0.3%) from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin11th percentile

Revenue

Down

$567,291

Down $5,063 (-0.9%) from 2023

Expenses

Up

$708,174

Up $36,355 (+5.4%) from 2023

Net Income

Down

-$140,883

Down $41,418 (-42%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $6,894,224Liabilities 2011: $6,941,262Net Assets 2011: -$47,0382011Assets 2012: $6,782,646Liabilities 2012: $6,954,771Net Assets 2012: -$172,1252012Assets 2013: $6,635,885Liabilities 2013: $6,949,068Net Assets 2013: -$313,1832013Assets 2014: $6,498,966Liabilities 2014: $6,941,830Net Assets 2014: -$442,8642014Assets 2015: $6,342,439Liabilities 2015: $6,947,163Net Assets 2015: -$604,7242015Assets 2016: $6,206,192Liabilities 2016: $6,939,689Net Assets 2016: -$733,4972016Assets 2017: $6,106,653Liabilities 2017: $6,946,739Net Assets 2017: -$840,0862017Assets 2018: $5,962,682Liabilities 2018: $6,943,133Net Assets 2018: -$980,4512018Assets 2019: $5,797,638Liabilities 2019: $6,951,027Net Assets 2019: -$1,153,3892019Assets 2020: $5,613,304Liabilities 2020: $6,956,979Net Assets 2020: -$1,343,6752020Assets 2021: $5,459,230Liabilities 2021: $6,963,736Net Assets 2021: -$1,504,5062021Assets 2022: $5,260,713Liabilities 2022: $6,964,774Net Assets 2022: -$1,704,0612022Assets 2023: $5,153,165Liabilities 2023: $6,956,691Net Assets 2023: -$1,803,5262023Assets 2024: $5,031,750Liabilities 2024: $6,976,159Net Assets 2024: -$1,944,4092024

Highlighted filing

2024

Assets$5,031,750
Liabilities$6,976,159
Net Assets-$1,944,409
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $384,513Expenses 2011: $530,641Net Income 2011: -$146,1282011Revenue 2012: $414,474Expenses 2012: $539,561Net Income 2012: -$125,0872012Revenue 2013: $425,149Expenses 2013: $566,207Net Income 2013: -$141,0582013Revenue 2014: $426,068Expenses 2014: $555,749Net Income 2014: -$129,6812014Revenue 2015: $426,140Expenses 2015: $588,000Net Income 2015: -$161,8602015Revenue 2016: $449,586Expenses 2016: $578,359Net Income 2016: -$128,7732016Revenue 2017: $509,169Expenses 2017: $615,758Net Income 2017: -$106,5892017Revenue 2018: $464,533Expenses 2018: $604,898Net Income 2018: -$140,3652018Revenue 2019: $475,265Expenses 2019: $648,203Net Income 2019: -$172,9382019Revenue 2020: $492,946Expenses 2020: $683,232Net Income 2020: -$190,2862020Revenue 2021: $517,088Expenses 2021: $677,919Net Income 2021: -$160,8312021Revenue 2022: $513,540Expenses 2022: $713,095Net Income 2022: -$199,5552022Revenue 2023: $572,354Expenses 2023: $671,819Net Income 2023: -$99,4652023Revenue 2024: $567,291Expenses 2024: $708,174Net Income 2024: -$140,8832024

Highlighted filing

2024

Revenue$567,291
Expenses$708,174
Net Income-$140,883
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Gross Receipts
$567,291
Mission and Program Overview

Mission

To operate a community residential program financed by the u.s. Department of housing and urban development (hud) under section 202 of the housing act of 1959.

To operate a community residential program for low income elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,637,149$4,476,302▼ $160,847
Savings and Temporary Cash Investments$485,562$522,328▲ $36,766
Prepaid Expenses and Deferred Charges$20,105$21,262▲ $1,157
Cash and Non-Interest-Bearing Accounts$8,199$10,203▲ $2,004
Accounts Receivable$2,150$1,655▼ $495
Total Assets$5,153,165$5,031,750▼ $121,415
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,892,400$6,892,400→ $0
Accounts Payable and Accrued Expenses$32,476$51,525▲ $19,049
Other Liabilities$20,773$21,192▲ $419
Unsecured Notes Loans Payable$11,042$11,042→ $0
Total Liabilities$6,956,691$6,976,159▲ $19,468
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,803,526$-1,944,409▼ $140,883
Total Net Assets Fund Balance$-1,803,526$-1,944,409▼ $140,883
Total Liabilities and Net Assets / Fund Balance$5,153,165$5,031,750▼ $121,415

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,222,716$3,036,928$7,259,644
Land$253,586-$253,586
Equipment$0$83,739$83,739
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Bernice L BowlerPresident
Marion E CallahanDirector
William SchenkerDirector
Roseann MartocciaEx-officio, Non Voting Mem
Constance a ClancySecretary
Patrice C PatlaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$559,284
Investment Income
$8,007
Other Revenue
$0
Change in Net Assets
$-140,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$567,291
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$567,291
Total Revenue per Form 990
$567,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$708,174
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
Occupancy$260,307--$260,307
Depreciation Depletion$188,218--$188,218
Fees for Services Management-$74,472-$74,472
Insurance$48,146--$48,146
Fees for Services Other-$47,652-$47,652
Other Expenses$44,230--$44,230
Fees for Services Accounting-$24,280-$24,280
Office Expenses-$17,213-$17,213
Fees for Services Legal-$2,495-$2,495
Conferences and Meetings-$872-$872
Advertising-$282-$282
Interest$7--$7
Total Functional Expenses$540,908$167,266$0$708,174

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$708,174
Total Expenses per Audited Statements$708,174
Total Expenses per Form 990$708,174
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$21,192
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section A, Line 3

“Delegation of control over management duties: the organization does not have employees. Instead, the organization employs a management agent to oversee the administration of daily functions. The management agent reports directly to the board of directors.”

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

“Process of review of form 990: the form 990 is furnished to the board of directors with the annual audited financial statements. The form 990 is reviewed by the board of directors prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Process for monitoring compiance with conflict of interest policy: members of eldercare initiatives board are required to annually sign a conflict of interest form. The members of the board monitor and enforce compliance with the conflict of interest policy on an ongoing basis throughout the year. The organization discloses any related party transactions in the annual audited financial statements.”

Form 990, Part VI, Section B, Line 15

“The organization does not have employees. Instead, the organization employs a management agent to oversee the administration of daily functions.”

Form 990, Part VI, Section C, Line 19

“Documents made available to public: eldercare initiatives makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request by the interested party.”

Filing and Contact Details

Filer

Filer Name
Eldercare Initiatives Inc
EIN
20-1920032
Phone
4135389020
Address
93 CANAL STREET, SOUTH HADLEY, MA 01075

Signing Officer

Name
Bernice L Bowler
Title
President
Phone
4135389020
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernice L Bowler
Formed
2005
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Edward Engberg
Phone
4135363970
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The process has not changed from the prior year”

Raw XML Appendix397 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/GrossInvestmentIncome509Grp/TotalAmt015174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0559084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0562412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0512271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0515812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0488294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02637873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01269
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015174
IRS990ScheduleA/InvestmentIncomeCYPct00.00570
IRS990ScheduleA/InvestmentIncomePYPct00.00330
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99430
IRS990ScheduleA/PublicSupportPY509Pct00.99670
IRS990ScheduleA/PublicSupportTotal509Amt02637873
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0559084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0562412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0512271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0515812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0488294
IRS990ScheduleA/Total509Grp/TotalAmt02637873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0567091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0565504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0513540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0517088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0489824
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02653047
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04222716
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03036928
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07259644
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt083739
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083739
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0708174
IRS990ScheduleD/LandGrp/BookValueAmt0253586
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0253586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0567291
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04476302
IRS990ScheduleD/TotalExpensesPerForm990Amt0708174
IRS990ScheduleD/TotalLiabilityAmt021192
IRS990ScheduleD/TotalRevenuePerForm990Amt0567291
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0567291
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0708174
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DELEGATION OF CONTROL OVER MANAGEMENT DUTIES: THE ORGANIZATION DOES NOT HAVE EMPLOYEES. INSTEAD, THE ORGANIZATION EMPLOYS A MANAGEMENT AGENT TO OVERSEE THE ADMINISTRATION OF DAILY FUNCTIONS. THE MANAGEMENT AGENT REPORTS DIRECTLY TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROCESS OF REVIEW OF FORM 990: THE FORM 990 IS FURNISHED TO THE BOARD OF DIRECTORS WITH THE ANNUAL AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR MONITORING COMPIANCE WITH CONFLICT OF INTEREST POLICY: MEMBERS OF ELDERCARE INITIATIVES BOARD ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST FORM. THE MEMBERS OF THE BOARD MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS THROUGHOUT THE YEAR. THE ORGANIZATION DISCLOSES ANY RELATED PARTY TRANSACTIONS IN THE ANNUAL AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE EMPLOYEES. INSTEAD, THE ORGANIZATION EMPLOYS A MANAGEMENT AGENT TO OVERSEE THE ADMINISTRATION OF DAILY FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS MADE AVAILABLE TO PUBLIC: ELDERCARE INITIATIVES MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST BY THE INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05153165
IRS990/TotalAssetsEOYAmt05031750
IRS990/TotalAssetsGrp/BOYAmt05153165
IRS990/TotalAssetsGrp/EOYAmt05031750
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167266
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0540908
IRS990/TotalFunctionalExpensesGrp/TotalAmt0708174
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06956691
IRS990/TotalLiabilitiesEOYAmt06976159
IRS990/TotalLiabilitiesGrp/BOYAmt06956691
IRS990/TotalLiabilitiesGrp/EOYAmt06976159
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1803526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1944409
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0540908
IRS990/TotalProgramServiceRevenueAmt0559284
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08007
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0559284
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0567291
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05153165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05031750
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt011042
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt011042
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt093 CANAL STREET
IRS990/USAddress/CityNm0SOUTH HADLEY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001075
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNICE L BOWLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135389020
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELDERCARE INITIATIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0ELDE
ReturnHeader/Filer/EIN0201920032
ReturnHeader/Filer/PhoneNum04135389020
ReturnHeader/Filer/USAddress/AddressLine1Txt093 CANAL STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH HADLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 BOBALA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135363970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD ENGBERG
ReturnHeader/ReturnTs02025-04-10T12:29:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,031,750
Liabilities
$6,976,159
Net assets
-$1,944,409
Revenue
$567,291
Expenses
$708,174
Net income
-$140,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$6.98$1.94$0.57$0.71$0.14
2023Summary only. Only limited summary data is available for this year.$5.15$6.96$1.80$0.57$0.67$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$6.96$1.70$0.51$0.71$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$6.96$1.50$0.52$0.68$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$6.96$1.34$0.49$0.68$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$6.95$1.15$0.48$0.65$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$6.94$0.98$0.46$0.60$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$6.95$0.84$0.51$0.62$0.11
2016Summary only. Only limited summary data is available for this year.$6.21$6.94$0.73$0.45$0.58$0.13
2015Summary only. Only limited summary data is available for this year.$6.34$6.95$0.60$0.43$0.59$0.16
2014Summary only. Only limited summary data is available for this year.$6.50$6.94$0.44$0.43$0.56$0.13
2013Summary only. Only limited summary data is available for this year.$6.64$6.95$0.31$0.43$0.57$0.14
2012Summary only. Only limited summary data is available for this year.$6.78$6.95$0.17$0.41$0.54$0.13
2011Summary only. Only limited summary data is available for this year.$6.89$6.94$0.05$0.38$0.53$0.15