Civic Intelligence

Bartlett Woods Inc.

990 • Fiscal year 2018 • EIN 22-3278800

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

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

1.04x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

2.88x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$111,323

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$6,329,660

Down $54,074 (-0.8%) from 2017

Net Assets

Up

-$267,155

Up $110,154 (+29%) from 2017

Liabilities

Down

$6,596,815

Down $164,228 (-2.4%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin50th percentile

Revenue

Up

$2,293,523

Up $267,061 (+13%) from 2017

Expenses

Up

$2,227,525

Up $136,727 (+6.5%) from 2017

Net Income

Up

$65,998

Up $130,334 (+203%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2018

Assets$6,329,660
Liabilities$6,596,815
Net Assets-$267,155
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$2,293,523
Expenses$2,227,525
Net Income$65,998
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$2,293,523
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$5,377,486$5,126,297▼ $251,189
Savings and Temporary Cash Investments$760,661$937,672▲ $177,011
Prepaid Expenses and Deferred Charges$32,242$25,980▼ $6,262
Accounts Receivable$33,156$25,584▼ $7,572
Cash and Non-Interest-Bearing Accounts$1,200$1,450▲ $250
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$6,383,734$6,329,660▼ $54,074
Other Assets Total$178,989$212,677▲ $33,688
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,892,902$5,698,178▼ $194,724
Unsecured Notes Loans Payable$583,117$583,117→ $0
Accounts Payable and Accrued Expenses$285,024$315,520▲ $30,496
Total Liabilities$6,761,043$6,596,815▼ $164,228
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,000$26,031▲ $19,031
Unrestricted Net Assets$-384,309$-293,186▲ $91,123
Total Net Assets Fund Balance$-377,309$-267,155▲ $110,154
Total Liabilities and Net Assets / Fund Balance$6,383,734$6,329,660▼ $54,074

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,255,782$2,488,313$6,744,095
Equipment$533,684$321,694$855,378
Other Land Buildings$180,731$332,496$513,227
Land$156,100-$156,100
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary EadsExecutive DirectorFT$111,323$111,323

Board Members and Trustees

NameTitle
J Michael LaneBoard Chair
Christopher AustinBoard Member
James Brannan EsqBoard Member
W Kevin OlehnikBoard Member
William ChaseBoard Member
Marion GrantSecretary
Josee ShelleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,239
Program Service Revenue
$2,262,991
Investment Income
$2,171
Other Revenue
$122
All Other Contributions
$28,239
Change in Net Assets
$65,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,178,957
Salaries, Compensation, and Employee Benefits$1,048,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$713,099$131,172-$844,271
Occupancy$378,506--$378,506
Depreciation Depletion$335,942--$335,942
Current Officers, Directors, Trustees, and Key Employees-$111,323-$111,323
Payroll Taxes$61,203$20,813-$82,016
Advertising$44,311--$44,311
Insurance$22,088$678-$22,766
All Other Expenses-$20,851-$20,851
Other Expenses$17,152$14,760-$17,152
Fees for Services Management-$14,008-$14,008
Travel-$11,511-$11,511
Other Employee Benefits$4,053$6,905-$10,958
Fees for Services Other$8,021--$8,021
Office Expenses-$6,047-$6,047
Total Functional Expenses$1,882,129$345,396$0$2,227,525
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-
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 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 subsequent 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 organization 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
J Michael Lane
Title
Board Chair
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
56

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.”

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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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IRS990/Desc0BARTLETT WOODS IS A 58 UNIT ONE AND TWO BEDROMM APARTMENT BUILDING IN THE CITY OF ROCKLAND, ME. BARTLETT WOODS PROVIDES FOR THE HOUSING, HEALTHCARE, AND FINANCIAL SECURITY NEEDS OF THE ELDERLY AND DISABLED PERSONS 55 YEARS OF AGE PLUS 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.BARTLETT WOODS OFFERS AFFORDABLE INDEPENDENT HOUSING FOR SENIORS 55+ AT AN EVERYDAY LOW COST.BARTLETT WOODS OFFERS ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING ON AN ALA CARTE BASIS. THE ORGANIZATION IS LICENSED BY THE DEPARTMENT OF HUMAN SERVICES IN THE STATE OF MAINE. BARTLETT WOODS IS LICENSED AS A ASSISTED LIVING TYPE II PROGRAM AND PROVIDES SERVICES TO ASSIST UP TO 35 RESIDENTS. THIS ARRANGEMENT MAKES BARTLETT WOODS UNIQUE IN A WAY THAT DOES NOT SEPARATE THE RESIDENTS NEEDING ASSISTANCE FROM THE RESIDENTS THAT LIVE INDEPENDENTLY.
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IRS990/MissionDesc0IT IS THE MISSON 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 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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05698178
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IRS990/NetAssetsOrFundBalancesEOYAmt0-267155
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt043206
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0378506
IRS990/OccupancyGrp/TotalAmt0378506
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06047
IRS990/OfficeExpensesGrp/TotalAmt06047
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0178989
IRS990/OtherAssetsTotalGrp/EOYAmt0212677
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06905
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04053
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010958
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD & NUTRITION SERVICES
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114760
IRS990/OtherExpensesGrp/ProgramServicesAmt0134462
IRS990/OtherExpensesGrp/ProgramServicesAmt1141273
IRS990/OtherExpensesGrp/ProgramServicesAmt222019
IRS990/OtherExpensesGrp/ProgramServicesAmt317152
IRS990/OtherExpensesGrp/TotalAmt0141790
IRS990/OtherExpensesGrp/TotalAmt1141273
IRS990/OtherExpensesGrp/TotalAmt236779
IRS990/OtherExpensesGrp/TotalAmt317152
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0122
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0122
IRS990/OtherRevenueTotalAmt0122
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0131172
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0713099
IRS990/OtherSalariesAndWagesGrp/TotalAmt0844271
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020813
IRS990/PayrollTaxesGrp/ProgramServicesAmt061203
IRS990/PayrollTaxesGrp/TotalAmt082016
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032242
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025980
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/RelatedOrExemptFuncIncomeAmt08575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12022255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2232161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12022255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2232161
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt021860
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-67376
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01101085
IRS990/PYOtherRevenueAmt03013
IRS990/PYProgramServiceRevenueAmt02068965
IRS990/PYRevenuesLessExpensesAmt0-64336
IRS990/PYSalariesCompEmpBnftPaidAmt0989713
IRS990/PYTotalExpensesAmt02090798
IRS990/PYTotalRevenueAmt02026462
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt065998
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0760661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0937672
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077082
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0968
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02263033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02068965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01949438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02022550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02180957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010484943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08573
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.92300
IRS990ScheduleA/PublicSupportTotal509Amt010562025
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02291272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02090825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01960450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02030207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02189271
IRS990ScheduleA/Total509Grp/TotalAmt010562025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02293443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02092786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01962383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02031747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02190239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010570598
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04255782
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02488313
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06744095
IRS990ScheduleD/EquipmentGrp/BookValueAmt0533684
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0321694
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0855378
IRS990ScheduleD/LandGrp/BookValueAmt0156100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0180731
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0332496
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0513227
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05126297
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0MORRIS CONSTRUCTION SER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE NOTE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSTRUCTION
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MORRIS CONSTRUCTION SERVICES, INCRELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:A SHAREHOLDER IS A NON-VOTING ADVISORY MEMBER TO THE BOARD OF DIRECTORSCONSTRUCTION SERVICES
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 SUBSEQUENT TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S SALARY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,329,660
Liabilities
$6,596,815
Net assets
-$267,155
Revenue
$2,293,523
Expenses
$2,227,525
Net income
$65,998
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