Civic Intelligence

Bartlett Woods Inc.

990 • Fiscal year 2019 • EIN 22-3278800

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

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

94th percentile

1.07x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.86x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

54th percentile

4.0%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$119,137

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$6,395,668

Up $66,008 (+1.0%) from 2018

Net Assets

Down

-$420,695

Down $153,540 (-57%) from 2018

Liabilities

Up

$6,816,363

Up $219,548 (+3.3%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin54th percentile

Revenue

Up

$2,384,662

Up $91,139 (+4.0%) from 2018

Expenses

Up

$2,289,155

Up $61,630 (+2.8%) from 2018

Net Income

Up

$95,507

Up $29,509 (+45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$6,395,668
Liabilities$6,816,363
Net Assets-$420,695
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$2,384,662
Expenses$2,289,155
Net Income$95,507
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Gross Receipts
$2,384,662
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$5,126,297$4,854,521▼ $271,776
Savings and Temporary Cash Investments$937,672$1,048,932▲ $111,260
Prepaid Expenses and Deferred Charges$25,980$59,212▲ $33,232
Accounts Receivable$25,584$25,270▼ $314
Cash and Non-Interest-Bearing Accounts$1,450$1,450→ $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$6,329,660$6,395,668▲ $66,008
Other Assets Total$212,677$406,283▲ $193,606
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,698,178$5,884,924▲ $186,746
Unsecured Notes Loans Payable$583,117$553,118▼ $29,999
Accounts Payable and Accrued Expenses$315,520$378,321▲ $62,801
Total Liabilities$6,596,815$6,816,363▲ $219,548
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,031--
Net Assets Without Donor Restrictions$-293,186$-420,695▼ $127,509
Total Net Assets Fund Balance$-267,155$-420,695▼ $153,540
Total Liabilities and Net Assets / Fund Balance$6,329,660$6,395,668▲ $66,008

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,022,893$2,721,202$6,744,095
Equipment$524,193$358,993$883,186
Other Land Buildings$151,335$361,892$513,227
Land$156,100-$156,100
Other Assets Org$79,092--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary EadsExecutive DirectorFT$119,137$119,137

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$14,405
Program Service Revenue
$2,362,620
Investment Income
$2,643
Other Revenue
$4,994
All Other Contributions
$14,405
Change in Net Assets
$95,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,160,857
Salaries, Compensation, and Employee Benefits$1,128,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$779,339$132,106-$911,445
Depreciation Depletion$299,583$8,866-$308,449
Interest$203,812--$203,812
Occupancy$122,823$21,897-$144,720
Current Officers, Directors, Trustees, and Key Employees$95,310$23,837-$119,147
Payroll Taxes$72,951$12,885-$85,836
Insurance$59,837$10,668-$70,505
Advertising$41,217--$41,217
All Other Expenses$25,282$8,061-$33,343
Other Expenses$16,721$4,593-$16,721
Fees for Services Accounting-$15,853-$15,853
Other Employee Benefits$10,178$1,692-$11,870
Information Technology$8,444$1,505-$9,949
Office Expenses$5,129$915-$6,044
Fees for Services Other$3,674--$3,674
Fees for Services Legal-$2,537-$2,537
Total Functional Expenses$2,037,025$252,130$0$2,289,155
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 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
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, President of the board, 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 member 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
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
57
Volunteers
1

Preparer

Firm
Tracy Cassidy CPA Sc
Address
1 Nugget Ln, BRUNSWICK, ME 04011-1745
Preparer
Tracy Cassidy CPA
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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IRS990/Desc0Bartlett Woods is a 58 unit one and two bedroom 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 on a non-profit basis in a manner which will support and contribure 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 costBartlett Woods offers assistance with the activities of daily living on an ala carte basis. The organization is licensed by the Department of Health and 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05698178
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05884924
IRS990/NetAssetsOrFundBalancesBOYAmt0-267155
IRS990/NetAssetsOrFundBalancesEOYAmt0-420695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-249552
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-293186
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-420695
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt021897
IRS990/OccupancyGrp/ProgramServicesAmt0122823
IRS990/OccupancyGrp/TotalAmt0144720
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0915
IRS990/OfficeExpensesGrp/ProgramServicesAmt05129
IRS990/OfficeExpensesGrp/TotalAmt06044
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0212677
IRS990/OtherAssetsTotalGrp/EOYAmt0406283
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01692
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010178
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011870
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD & NUTRITION SERVICES
IRS990/OtherExpensesGrp/Desc2OTHER EMPLOYEE EXPENES
IRS990/OtherExpensesGrp/Desc3ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14593
IRS990/OtherExpensesGrp/ProgramServicesAmt0132388
IRS990/OtherExpensesGrp/ProgramServicesAmt1134578
IRS990/OtherExpensesGrp/ProgramServicesAmt225759
IRS990/OtherExpensesGrp/ProgramServicesAmt316721
IRS990/OtherExpensesGrp/TotalAmt0139103
IRS990/OtherExpensesGrp/TotalAmt1134578
IRS990/OtherExpensesGrp/TotalAmt230352
IRS990/OtherExpensesGrp/TotalAmt316721
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04994
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04994
IRS990/OtherRevenueTotalAmt04994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0132106
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0779339
IRS990/OtherSalariesAndWagesGrp/TotalAmt0911445
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012885
IRS990/PayrollTaxesGrp/ProgramServicesAmt072951
IRS990/PayrollTaxesGrp/TotalAmt085836
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059212
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/RelatedOrExemptFuncIncomeAmt07331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12134455
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2220834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12134455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2220834
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt028239
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02171
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01178957
IRS990/PYOtherRevenueAmt0122
IRS990/PYProgramServiceRevenueAmt02262991
IRS990/PYRevenuesLessExpensesAmt065998
IRS990/PYSalariesCompEmpBnftPaidAmt01048568
IRS990/PYTotalExpensesAmt02227525
IRS990/PYTotalRevenueAmt02293523
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt095507
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0937672
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01048932
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083173
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01540
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02362621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02263033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02068965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01949438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02022550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010666607
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010247
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt010749780
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02377026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02291272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02090825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01960450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02030207
IRS990ScheduleA/Total509Grp/TotalAmt010749780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02379668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02293443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02092786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01962383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02031747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010760027
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04022893
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02721202
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06744095
IRS990ScheduleD/EquipmentGrp/BookValueAmt0524193
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0358993
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0883186
IRS990ScheduleD/LandGrp/BookValueAmt0156100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156100
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0327191
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt179092
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEBT RESERVE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED FINANCING COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DERIVATIVE FINANCIALS INSTRUMENT ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0151335
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0361892
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0513227
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04854521
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0406283
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, President of the board, 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 member 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

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,395,668
Liabilities
$6,816,363
Net assets
-$420,695
Revenue
$2,384,662
Expenses
$2,289,155
Net income
$95,507
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