Civic Intelligence

Bartlett Woods Inc.

990 • Fiscal year 2020 • EIN 22-3278800

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

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

1.04x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

2.62x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

54th percentile

6.0%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$122,200

Higher top officer pay than 50% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

5.4%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$6,310,405

Down $85,263 (-1.3%) from 2019

Net Assets

Up

-$269,614

Up $151,081 (+36%) from 2019

Liabilities

Down

$6,580,019

Down $236,344 (-3.5%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin54th percentile

Revenue

Up

$2,514,030

Up $129,368 (+5.4%) from 2019

Expenses

Up

$2,362,949

Up $73,794 (+3.2%) from 2019

Net Income

Up

$151,081

Up $55,574 (+58%) from 2019

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

2020

Assets$6,310,405
Liabilities$6,580,019
Net Assets-$269,614
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$2,514,030
Expenses$2,362,949
Net Income$151,081
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Gross Receipts
$2,514,405
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$4,854,521$4,634,448▼ $220,073
Savings and Temporary Cash Investments$1,048,932$1,163,464▲ $114,532
Prepaid Expenses and Deferred Charges$59,212$93,381▲ $34,169
Accounts Receivable$25,270$22,745▼ $2,525
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$6,395,668$6,310,405▼ $85,263
Other Assets Total$406,283$394,917▼ $11,366
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,884,924$5,782,423▼ $102,501
Unsecured Notes Loans Payable$553,118$493,118▼ $60,000
Accounts Payable and Accrued Expenses$378,321$304,478▼ $73,843
Total Liabilities$6,816,363$6,580,019▼ $236,344
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-420,695$-269,614▲ $151,081
Total Net Assets Fund Balance$-420,695$-269,614▲ $151,081
Total Liabilities and Net Assets / Fund Balance$6,395,668$6,310,405▼ $85,263

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,790,507$2,953,588$6,744,095
Equipment$556,263$369,793$926,056
Other Land Buildings$131,578$381,649$513,227
Land$156,100-$156,100
Other Assets Org$76,293--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary EadsExecutive DirectorFT$122,200$122,200

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
$234,307
Program Service Revenue
$2,267,876
Investment Income
$8,469
Other Revenue
$3,378
All Other Contributions
$234,307
Change in Net Assets
$151,081

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,514,030
Revenue Not Reported on Form 990
$475
Total Revenue per Audited Statements
$2,514,505
Total Revenue per Form 990
$2,514,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,279,321
Other Expenses$1,083,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$906,661$83,577-$990,238
Depreciation Depletion$292,569$2,798-$295,367
Interest$205,100--$205,100
Occupancy$110,917$13,273-$124,190
Current Officers, Directors, Trustees, and Key Employees$24,440$97,760-$122,200
Payroll Taxes$75,103$14,622-$89,725
Other Employee Benefits$72,535$4,623-$77,158
Insurance$63,130$10,083-$73,213
All Other Expenses$20,240$4,028-$24,268
Fees for Services Accounting-$13,883-$13,883
Advertising$10,551--$10,551
Other Expenses$8,786$1,711-$10,497
Information Technology$6,434$1,351-$7,785
Office Expenses$5,568$1,084-$6,652
Fees for Services Other$3,233$319-$3,552
Fees for Services Management$2,224$75-$2,299
Total Functional Expenses$2,099,415$263,534$0$2,362,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,363,424
Expenses per Audited Statements$2,362,949
Total Expenses per Form 990$2,362,949
Expenses Not Reported on Form 990$475
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. This is completed by the Executive Director at the annual board meeting.”

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
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
53
Volunteers
2

Preparer

Firm
Tracy Cassidy CPA Sc
Address
1 Nugget Ln, BRUNSWICK, ME 04011
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.”

Raw XML AppendixShowing 400 of 503 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/BOYAmt0378321
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0304478
IRS990/AccountsReceivableGrp/BOYAmt025270
IRS990/AccountsReceivableGrp/EOYAmt022745
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HIGH QUALITY HOUSING AND ASSISTED LIVING SERVICES TO ADULTS OVER THE AGE OF 55.
IRS990/AdvertisingGrp/ProgramServicesAmt010551
IRS990/AdvertisingGrp/TotalAmt010551
IRS990/AllOtherContributionsAmt0234307
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04028
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020240
IRS990/AllOtherExpensesGrp/TotalAmt024268
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARY EADS
IRS990/BooksInCareOfDetail/PhoneNum02075941163
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020 BARTLETT DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004841
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01450
IRS990/CashNonInterestBearingGrp/EOYAmt01450
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt097760
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt024440
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0122200
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0234307
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08469
IRS990/CYOtherExpensesAmt01083628
IRS990/CYOtherRevenueAmt03378
IRS990/CYProgramServiceRevenueAmt02267876
IRS990/CYRevenuesLessExpensesAmt0151081
IRS990/CYSalariesCompEmpBnftPaidAmt01279321
IRS990/CYTotalExpensesAmt02362949
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02514030
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02798
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0292569
IRS990/DepreciationDepletionGrp/TotalAmt0295367
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 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. This encompasses all employees administration, clerical, dietary, and activities.Bartlett 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 an Assisted Living Program Type II and provides services to assist 35 residents with activites of daily living, escorts, reminders, and medication administration management. This arrangement makes Bartlett Woods unique in a way that does not separate the residents needing assistance from the residents who live independently. This is carried out by our healthcare employees.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02099415
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013883
IRS990/FeesForServicesAccountingGrp/TotalAmt013883
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt075
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02224
IRS990/FeesForServicesManagementGrp/TotalAmt02299
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0319
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03233
IRS990/FeesForServicesOtherGrp/TotalAmt03552
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY EADS
IRS990/Form990PartVIISectionAGrp/PersonNm1J MICHAEL LANE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARION GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEE SHELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES BRANNAN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm6W KEVIN OLEHNIK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0122200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0625
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01000
IRS990/GrossReceiptsAmt02514405
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01351
IRS990/InformationTechnologyGrp/ProgramServicesAmt06434
IRS990/InformationTechnologyGrp/TotalAmt07785
IRS990/InsuranceGrp/ManagementAndGeneralAmt010083
IRS990/InsuranceGrp/ProgramServicesAmt063130
IRS990/InsuranceGrp/TotalAmt073213
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0205100
IRS990/InterestGrp/TotalAmt0205100
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt07844
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07844
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03705030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04854521
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04634448
IRS990/LandBldgEquipCostOrOtherBssAmt08339478
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0375
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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/BOYAmt05884924
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05782423
IRS990/NetAssetsOrFundBalancesBOYAmt0-420695
IRS990/NetAssetsOrFundBalancesEOYAmt0-269614
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0625
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0625
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-420695
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-269614
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0475
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013273
IRS990/OccupancyGrp/ProgramServicesAmt0110917
IRS990/OccupancyGrp/TotalAmt0124190
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01084
IRS990/OfficeExpensesGrp/ProgramServicesAmt05568
IRS990/OfficeExpensesGrp/TotalAmt06652
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0406283
IRS990/OtherAssetsTotalGrp/EOYAmt0394917
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04623
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072535
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077158
IRS990/OtherExpensesGrp/Desc0FOOD & NUTRITION SERVICES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2OTHER EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09986
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21711
IRS990/OtherExpensesGrp/ProgramServicesAmt0143928
IRS990/OtherExpensesGrp/ProgramServicesAmt1125601
IRS990/OtherExpensesGrp/ProgramServicesAmt222395
IRS990/OtherExpensesGrp/ProgramServicesAmt38786
IRS990/OtherExpensesGrp/TotalAmt0143928
IRS990/OtherExpensesGrp/TotalAmt1135587
IRS990/OtherExpensesGrp/TotalAmt226756
IRS990/OtherExpensesGrp/TotalAmt310497
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03378
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03378
IRS990/OtherRevenueTotalAmt03378
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083577
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0906661
IRS990/OtherSalariesAndWagesGrp/TotalAmt0990238
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014622
IRS990/PayrollTaxesGrp/ProgramServicesAmt075103
IRS990/PayrollTaxesGrp/TotalAmt089725
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059212
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093381
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/RelatedOrExemptFuncIncomeAmt08489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12029454
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2229933
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12029454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2229933
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014405
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02643
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01160857
IRS990/PYOtherRevenueAmt04994
IRS990/PYProgramServiceRevenueAmt02362620
IRS990/PYRevenuesLessExpensesAmt095507
IRS990/PYSalariesCompEmpBnftPaidAmt01128298
IRS990/PYTotalExpensesAmt02289155
IRS990/PYTotalRevenueAmt02384662
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0151081
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02505559
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01048932
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01163464
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0234308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0309824
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07844
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01933
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02267875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02362621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02263033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02068965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01949438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010911932
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07844
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016551
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt011221756
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02502183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02377026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02291272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02090825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01960450
IRS990ScheduleA/Total509Grp/TotalAmt011221756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02510027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02379668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02293443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02092786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01962383
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011238307
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03790507
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02953588
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06744095
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0475
IRS990ScheduleD/DonatedServicesUseFcltsAmt0475
IRS990ScheduleD/EquipmentGrp/BookValueAmt0556263
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0369793
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0926056
IRS990ScheduleD/ExpensesNotReportedAmt0475
IRS990ScheduleD/ExpensesSubtotalAmt02362949
IRS990ScheduleD/LandGrp/BookValueAmt0156100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156100
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0318624
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt176293
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEBT RESERVE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED FINANCING COSTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0131578
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0381649
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0513227
IRS990ScheduleD/RevenueNotReportedAmt0475
IRS990ScheduleD/RevenueSubtotalAmt02514030
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04634448
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0394917
IRS990ScheduleD/TotalExpensesPerForm990Amt02362949
IRS990ScheduleD/TotalRevenuePerForm990Amt02514030
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02514505

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,310,405
Liabilities
$6,580,019
Net assets
-$269,614
Revenue
$2,514,030
Expenses
$2,362,949
Net income
$151,081
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