Civic Intelligence

Bartlett Woods Inc.

990 • Fiscal year 2016 • EIN 22-3278800

Jan 01, 2016 to Dec 31, 2016 • Filed on May 06, 2017

Organization ProfileWWW.BARTLETTWOODS.COM
20 Bartlett DriveRockland, ME 04841

(207) 596-6477

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.06x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

3.54x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

31st percentile

-2.6%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$101,971

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-3.4%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$6,579,805

Down $232,450 (-3.4%) from 2015

Net Assets

Down

-$362,541

Down $14,513 (-4.2%) from 2015

Liabilities

Down

$6,942,346

Down $217,937 (-3.0%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin31st percentile

Revenue

Down

$1,962,383

Down $69,364 (-3.4%) from 2015

Expenses

Down

$2,013,523

Down $107,859 (-5.1%) from 2015

Net Income

Up

-$51,140

Up $38,495 (+43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $3,363,109Liabilities 2010: $3,008,578Net Assets 2010: $354,5312010Assets 2011: $3,308,820Liabilities 2011: $2,927,839Net Assets 2011: $380,9812011Assets 2012: $6,594,415Liabilities 2012: $6,540,265Net Assets 2012: $54,1502012Assets 2013: $7,394,287Liabilities 2013: $7,424,143Net Assets 2013: -$29,8562013Assets 2014: $7,099,452Liabilities 2014: $7,319,541Net Assets 2014: -$220,0892014Assets 2015: $6,812,255Liabilities 2015: $7,160,283Net Assets 2015: -$348,0282015Assets 2016: $6,579,805Liabilities 2016: $6,942,346Net Assets 2016: -$362,5412016Assets 2017: $6,383,734Liabilities 2017: $6,761,043Net Assets 2017: -$377,3092017Assets 2018: $6,329,660Liabilities 2018: $6,596,815Net Assets 2018: -$267,1552018Assets 2019: $6,395,668Liabilities 2019: $6,816,363Net Assets 2019: -$420,6952019Assets 2020: $6,310,405Liabilities 2020: $6,580,019Net Assets 2020: -$269,6142020Assets 2021: $6,101,412Liabilities 2021: $6,553,838Net Assets 2021: -$452,4262021Assets 2022: $5,886,687Liabilities 2022: $5,704,822Net Assets 2022: $181,8652022Assets 2023: $5,585,615Liabilities 2023: $5,500,135Net Assets 2023: $85,4802023Assets 2024: $6,078,713Liabilities 2024: $5,620,795Net Assets 2024: $457,9182024

Highlighted filing

2016

Assets$6,579,805
Liabilities$6,942,346
Net Assets-$362,541
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,343,330Expenses 2010: $1,329,475Net Income 2010: $13,8552010Revenue 2011: $1,386,784Expenses 2011: $1,360,334Net Income 2011: $26,4502011Revenue 2012: $1,399,798Expenses 2012: $1,726,629Net Income 2012: -$326,8312012Revenue 2013: $1,675,449Expenses 2013: $1,916,119Net Income 2013: -$240,6702013Revenue 2014: $2,190,239Expenses 2014: $2,192,302Net Income 2014: -$2,0632014Revenue 2015: $2,031,747Expenses 2015: $2,121,382Net Income 2015: -$89,6352015Revenue 2016: $1,962,383Expenses 2016: $2,013,523Net Income 2016: -$51,1402016Revenue 2017: $2,026,462Expenses 2017: $2,090,798Net Income 2017: -$64,3362017Revenue 2018: $2,293,523Expenses 2018: $2,227,525Net Income 2018: $65,9982018Revenue 2019: $2,384,662Expenses 2019: $2,289,155Net Income 2019: $95,5072019Revenue 2020: $2,514,030Expenses 2020: $2,362,949Net Income 2020: $151,0812020Revenue 2021: $2,284,525Expenses 2021: $2,409,978Net Income 2021: -$125,4532021Revenue 2022: $3,194,190Expenses 2022: $2,559,902Net Income 2022: $634,2882022Revenue 2023: $2,728,291Expenses 2023: $2,824,676Net Income 2023: -$96,3852023Revenue 2024: $3,237,322Expenses 2024: $2,935,615Net Income 2024: $301,7072024

Highlighted filing

2016

Revenue$1,962,383
Expenses$2,013,523
Net Income-$51,140
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,962,383
Mission and Program Overview

Mission

It is the mission of bartlett woods to provide high quality housing, assisted living services, access to health-care and recreational opportunities to adults over the age of 55 who desire such services within a peaceful, accommodating, and friendly living environment. We will provide such housing and service with a focus of enhancing the self-sufficiency and quality of life for each individual resident by demonstrating the utmost concern for independence, dignity, and individual choice.

To provide high quality housing and assisted living services to adults over the age of 55.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,979,333$5,664,501▼ $314,832
Savings and Temporary Cash Investments$593,034$646,375▲ $53,341
Prepaid Expenses and Deferred Charges$32,458$59,401▲ $26,943
Accounts Receivable$15,883$34,100▲ $18,217
Cash and Non-Interest-Bearing Accounts$1,150$1,150→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,812,255$6,579,805▼ $232,450
Other Assets Total$190,397$174,278▼ $16,119
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,262,256$6,080,946▼ $181,310
Unsecured Notes Loans Payable$583,118$583,118→ $0
Accounts Payable and Accrued Expenses$247,821$247,822▲ $1
Other Liabilities$67,088$30,460▼ $36,628
Total Liabilities$7,160,283$6,942,346▼ $217,937
Net Assets / Fund Balance
Unrestricted Net Assets$-348,028$-362,541▼ $14,513
Total Net Assets Fund Balance$-348,028$-362,541▼ $14,513
Total Liabilities and Net Assets / Fund Balance$6,812,255$6,579,805▼ $232,450

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,861,821$1,870,070$6,731,891
Equipment$397,419$405,975$803,394
Other Land Buildings$249,161$264,066$513,227
Land$156,100-$156,100
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary EadsExecutive DirectorFT$101,309$662$101,971

Board Members and Trustees

NameTitle
Harry GrantCo-board Chair
Marion GrantCo-board Chair
William GinnBoard Advisor
James Brannon EsqBoard Member
William ChaseBoard Member
John D Morris IiAdvisor
Josee ShelleySecretary
J Michael LaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,012
Program Service Revenue
$1,925,795
Investment Income
$1,933
Other Revenue
$23,643
All Other Contributions
$11,012
Change in Net Assets
$-51,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,074,175
Salaries, Compensation, and Employee Benefits$939,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$622,401$111,477-$733,878
Occupancy$368,234--$368,234
Depreciation Depletion$342,926--$342,926
Other Employee Benefits$80,794$22,705-$103,499
Current Officers, Directors, Trustees, and Key Employees-$101,971-$101,971
Advertising$45,257--$45,257
All Other Expenses-$17,111-$17,111
Other Expenses$14,988$1,907-$16,895
Fees for Services Management-$12,265-$12,265
Information Technology-$9,092-$9,092
Travel-$8,354-$8,354
Fees for Services Other$4,349--$4,349
Office Expenses-$3,252-$3,252
Fees for Services Legal-$3,024-$3,024
Total Functional Expenses$1,722,365$291,158$0$2,013,523
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Derivative Financials Instrument Liab.$30,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Board members marion grant and harry grant are married.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director and the treasurer of the board review the return prepared by the controller before the return is filed. The 990 is available for all board members to review subsequest to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board is required to review the conflict of interest policy annually and sign a document stating they are familiar with the policy and are in compliance with the policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board approves the executive director's salary on an annual basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organiation makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Bartlett Woods Inc
EIN
22-3278800
Phone
2075966477
Address
20 BARTLETT DRIVE, ROCKLAND, ME 04841

Signing Officer

Name
Marion Grant
Title
Board Co-chair
Signed
2017-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
57
Volunteers
2

Preparer

Firm
Tracy Cassidy CPA Sc
Address
1 Nugget Ln, BRUNSWICK, ME 04011-1745
Preparer
Tracy Cassidy
Phone
2075221014
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“There has been no change to the oversight process. The executive director, the controller and the treasurer of the board review the audited financials before they are presented to the full board and then finalized by the independent auditors.”

Raw XML AppendixShowing 400 of 502 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0247821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0247822
IRS990/AccountsReceivableGrp/BOYAmt015883
IRS990/AccountsReceivableGrp/EOYAmt034100
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HIGH QUALITY HOUSING AND ASSISTED LIVING SERVICES TO ADULTS OVER THE AGE OF 55.
IRS990/AdvertisingGrp/ProgramServicesAmt045257
IRS990/AdvertisingGrp/TotalAmt045257
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt011012
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017111
IRS990/AllOtherExpensesGrp/TotalAmt017111
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARY EADS
IRS990/BooksInCareOfDetail/PhoneNum02075966477
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020 BARTLETT DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004841
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01150
IRS990/CashNonInterestBearingGrp/EOYAmt01150
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0101971
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101971
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011012
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01933
IRS990/CYOtherExpensesAmt01074175
IRS990/CYOtherRevenueAmt023643
IRS990/CYProgramServiceRevenueAmt01925795
IRS990/CYRevenuesLessExpensesAmt0-51140
IRS990/CYSalariesCompEmpBnftPaidAmt0939348
IRS990/CYTotalExpensesAmt02013523
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01962383
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0342926
IRS990/DepreciationDepletionGrp/TotalAmt0342926
IRS990/Desc0BARLETT WOODS IS A 58 UNIT ONE AND TWO BEDROOM APARTMENT BUILDING IN THE CITY OF ROCKLAND, MAINE. BARTLETT WOODS PROVIDES FOR THE HOUSING, HEALTHCARE AND FINANCIAL SECURITY NEEDS OF ELDERLY AND DISABLED PERSONS ON A NON-PROFIT BASIS IN A MANNER WHICH WILL SUPPORT AND CONTRIBUTE TO THE RESIDENTS' CONTINUED GOOD HEALTH, SECURITY AND USEFULNESS WITHIN THE COMMUNITY.WE OFFER AFFORDABLE INDEPENDENT HOUSING FOR SENIORS AT AN EVERYDAY LOW COST. BARTLETT WOODS ALSO OFFERS ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING ON AN ALA CARTE BASIS. THE ORGANIZATION IS LICENSED BY THE DEPARTMENT OF HUMAN SERICES IN THE STATE OF MAINE TO PROVIDE THESE SERVICES TO SENIORS AS A TYPE II ASSISTED LIVING PROGRAM. BARTLETT WOODS IS LICENSED TO PROVIDE SERVICES TO 20 RESIDENTS. THIS ARRANGEMENT MAKES BARTLETT WOODS UNIQUE IN A WAY THAT DOES NOT SEPARATE THE RESIDENTS NEEDING ASSISTANCE FROM THE RESIDENTS THAT LIVE INDEPENDENTLY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt057
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01722365
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03024
IRS990/FeesForServicesLegalGrp/TotalAmt03024
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012265
IRS990/FeesForServicesManagementGrp/TotalAmt012265
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04349
IRS990/FeesForServicesOtherGrp/TotalAmt04349
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt8662
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM GINN
IRS990/Form990PartVIISectionAGrp/PersonNm1J MICHAEL LANE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARION GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN D MORRIS II
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEE SHELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES BRANNON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm7HARRY GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY EADS
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/ReportableCompFromOrgAmt8101309
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/TitleTxt0BOARD ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01962383
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09092
IRS990/InformationTechnologyGrp/TotalAmt09092
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01933
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01933
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02540111
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05979333
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05664501
IRS990/LandBldgEquipCostOrOtherBssAmt08204612
IRS990/LegalDomicileStateCd0ME
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IT IS THE MISSON OF BARTLETT HOUSE TO PROVIDE HIGH QUALITY HOUSING, ASSISTED LIVING SERVICES, ACCESS TO HEALTH-CARE AND RECREATIONAL OPPORTUNITIES TO ADULTS OVER THE AGE OF 55 WHO DESIRE SUCH SERVICES WITHIN A PEACEFUL, ACCOMMODATING, AND FRIENDLY LIVING ENVIRONMENT. WE WILL PROVIDE SUCH HOUSING AND SERVICE WTIH A FOCUS OF ENHANCING THE SELF-SUFFICIENCY AND QUALITY OF LIFE FOR EACH INDIVIDUAL RESIDENT BY DEMONSTRATING THE UTMOST CONCERN FOR INDEPENDENCE, DIGNITY, AND INDIVIDUAL CHOICE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06262256
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06080946
IRS990/NetAssetsOrFundBalancesBOYAmt0-348028
IRS990/NetAssetsOrFundBalancesEOYAmt0-362541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036627
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0368234
IRS990/OccupancyGrp/TotalAmt0368234
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03252
IRS990/OfficeExpensesGrp/TotalAmt03252
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0190397
IRS990/OtherAssetsTotalGrp/EOYAmt0174278
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022705
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0103499
IRS990/OtherExpensesGrp/Desc0FOOD & NUTRITION SERVICES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2ACTIVITIES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01907
IRS990/OtherExpensesGrp/ProgramServicesAmt0126059
IRS990/OtherExpensesGrp/ProgramServicesAmt1100289
IRS990/OtherExpensesGrp/ProgramServicesAmt217068
IRS990/OtherExpensesGrp/ProgramServicesAmt314988
IRS990/OtherExpensesGrp/TotalAmt0126059
IRS990/OtherExpensesGrp/TotalAmt1100289
IRS990/OtherExpensesGrp/TotalAmt217068
IRS990/OtherExpensesGrp/TotalAmt316895
IRS990/OtherLiabilitiesGrp/BOYAmt067088
IRS990/OtherLiabilitiesGrp/EOYAmt030460
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS ROOF
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012766
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110877
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012766
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110877
IRS990/OtherRevenueTotalAmt023643
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0111477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0622401
IRS990/OtherSalariesAndWagesGrp/TotalAmt0733878
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032458
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059401
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0GUEST MEALS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc2TENANT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11760149
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2155090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11760149
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2155090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07657
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01540
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01120386
IRS990/PYOtherRevenueAmt03679
IRS990/PYProgramServiceRevenueAmt02018871
IRS990/PYRevenuesLessExpensesAmt0-89635
IRS990/PYSalariesCompEmpBnftPaidAmt01000996
IRS990/PYTotalExpensesAmt02121382
IRS990/PYTotalRevenueAmt02031747
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-51140
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0593034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0646375
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034528
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01303
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01949438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02022550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02180957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01666943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01373609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09193497
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06633
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84180
IRS990ScheduleA/PublicSupportPY509Pct00.75330
IRS990ScheduleA/PublicSupportTotal509Amt07773864
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0758650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0695511
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01454161
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0758650
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0695511
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01454161
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01960450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02030207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02189271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01672564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01375533
IRS990ScheduleA/Total509Grp/TotalAmt09228025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01962383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02031747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02190239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01673453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01376836
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09234658
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04861821
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01870070
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06731891
IRS990ScheduleD/EquipmentGrp/BookValueAmt0397419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0405975
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0803394
IRS990ScheduleD/LandGrp/BookValueAmt0156100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0249161
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0264066
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0513227

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
$6,579,805
Liabilities
$6,942,346
Net assets
-$362,541
Revenue
$1,962,383
Expenses
$2,013,523
Net income
-$51,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$5.62$0.46$3.24$2.94$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.59$5.50$0.09$2.73$2.82$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.89$5.70$0.18$3.19$2.56$0.63
2021Detailed filing. Detailed filing data is available for this year.$6.10$6.55$0.45$2.28$2.41$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.31$6.58$0.27$2.51$2.36$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.40$6.82$0.42$2.38$2.29$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.33$6.60$0.27$2.29$2.23$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.38$6.76$0.38$2.03$2.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.58$6.94$0.36$1.96$2.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.81$7.16$0.35$2.03$2.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$7.10$7.32$0.22$2.19$2.19$0.00
2013Detailed filing. Detailed filing data is available for this year.$7.39$7.42$0.03$1.68$1.92$0.24
2012Summary only. Only limited summary data is available for this year.$6.59$6.54$0.05$1.40$1.73$0.33
2011Summary only. Only limited summary data is available for this year.$3.31$2.93$0.38$1.39$1.36$0.03
2010Summary only. Only limited summary data is available for this year.$3.36$3.01$0.35$1.34$1.33$0.01