Civic Intelligence

Pulaski Heights Inc.

990 • Fiscal year 2018 • EIN 23-7182936

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 13, 2019

Organization ProfileN/A
800 Kelly Way No 200Holyoke, MA 01040

(413) 536-8048

Siviq Scores

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

Liabilities / Assets

96th percentile

1.45x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

2.19x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

53rd percentile

1.8%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.5%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$1,486,132

Up $26,396 (+1.8%) from 2017

Net Assets

Up

-$675,380

Up $46,320 (+6.4%) from 2017

Liabilities

Down

$2,161,512

Down $19,924 (-0.9%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin55th percentile

Revenue

Up

$987,801

Up $14,836 (+1.5%) from 2017

Expenses

Up

$941,481

Up $14,653 (+1.6%) from 2017

Net Income

Up

$46,320

Up $183 (+0.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2012: $1,782,158Liabilities 2012: $2,640,256Net Assets 2012: -$858,0982012Assets 2013: $1,651,425Liabilities 2013: $2,532,985Net Assets 2013: -$881,5602013Assets 2014: $1,594,487Liabilities 2014: $2,423,594Net Assets 2014: -$829,1072014Assets 2015: $1,590,785Liabilities 2015: $2,371,147Net Assets 2015: -$780,3622015Assets 2016: $1,451,295Liabilities 2016: $2,219,132Net Assets 2016: -$767,8372016Assets 2017: $1,459,736Liabilities 2017: $2,181,436Net Assets 2017: -$721,7002017Assets 2018: $1,486,132Liabilities 2018: $2,161,512Net Assets 2018: -$675,3802018Assets 2019: $1,502,292Liabilities 2019: $2,125,487Net Assets 2019: -$623,1952019Assets 2020: $1,552,270Liabilities 2020: $2,128,761Net Assets 2020: -$576,4912020Assets 2021: $1,565,169Liabilities 2021: $2,101,997Net Assets 2021: -$536,8282021Assets 2022: $1,496,515Liabilities 2022: $2,026,753Net Assets 2022: -$530,2382022Assets 2023: $1,539,240Liabilities 2023: $1,977,767Net Assets 2023: -$438,5272023Assets 2024: $3,268,631Liabilities 2024: $3,639,767Net Assets 2024: -$371,1362024

Highlighted filing

2018

Assets$1,486,132
Liabilities$2,161,512
Net Assets-$675,380
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $904,0412012Expenses 2013: $933,2872013Revenue 2014: $965,704Expenses 2014: $913,251Net Income 2014: $52,4532014Revenue 2015: $979,444Expenses 2015: $930,699Net Income 2015: $48,7452015Revenue 2016: $956,148Expenses 2016: $943,623Net Income 2016: $12,5252016Revenue 2017: $972,965Expenses 2017: $926,828Net Income 2017: $46,1372017Revenue 2018: $987,801Expenses 2018: $941,481Net Income 2018: $46,3202018Revenue 2019: $1,021,353Expenses 2019: $969,168Net Income 2019: $52,1852019Revenue 2020: $1,055,038Expenses 2020: $1,008,334Net Income 2020: $46,7042020Revenue 2021: $1,066,796Expenses 2021: $1,027,133Net Income 2021: $39,6632021Revenue 2022: $1,092,532Expenses 2022: $1,085,942Net Income 2022: $6,5902022Revenue 2023: $1,244,541Expenses 2023: $1,152,830Net Income 2023: $91,7112023Revenue 2024: $1,535,620Expenses 2024: $1,468,229Net Income 2024: $67,3912024

Highlighted filing

2018

Revenue$987,801
Expenses$941,481
Net Income$46,320
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 13, 2019
Return Version
2017v2.3
Gross Receipts
$987,801
Mission and Program Overview

Mission

ELDERLY HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$776,494$693,468▼ $83,026
Cash and Non-Interest-Bearing Accounts$16,488$84,008▲ $67,520
Prepaid Expenses and Deferred Charges$35,932$32,914▼ $3,018
Accounts Receivable$3,059$3,112▲ $53
Total Assets$1,459,736$1,486,132▲ $26,396
Other Assets Total$627,763$672,630▲ $44,867
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,090,629$2,072,781▼ $17,848
Accounts Payable and Accrued Expenses$53,506$50,788▼ $2,718
Escrow Account Liability$33,678$34,625▲ $947
Deferred Revenue$2,368$1,993▼ $375
Other Liabilities$1,255$1,325▲ $70
Total Liabilities$2,181,436$2,161,512▼ $19,924
Net Assets / Fund Balance
Unrestricted Net Assets$-721,700$-675,380▲ $46,320
Total Net Assets Fund Balance$-721,700$-675,380▲ $46,320
Total Liabilities and Net Assets / Fund Balance$1,459,736$1,486,132▲ $26,396

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$635,501$4,058,276$4,693,777
Leasehold Improvements$7,467$113,743$121,210
Land$50,500-$50,500
Other Assets Org$34,625--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Carl Eger JrPresident
Henry DziokPresident - Thru 12/14/17
Dan BoyleVice President
Victor AnopVice President - Thru 12/14/17
John FydenkevezDirector
Olivia MauselDirector
Joseph BoruckiDirector - Thru 12/17/17
Helen LemiechSecretary
Charlie SzostkiewiczTreasurer
William PliskaTreasurer - Thru 12/14/17

Highest Paid Contractors

ContractorServicesLocationCompensation
Appleton CorporationManagement Agent800 KELLY WAY STE 200, Holyoke, MA 01040$213,029
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$946,892
Investment Income
$10,695
Other Revenue
$30,214
Change in Net Assets
$46,320

Audited Revenue Reconciliation

Revenue per Audited Statements
$987,801
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$987,801
Total Revenue per Form 990
$987,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$941,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$418,281--$418,281
Fees for Services Management$78,117$107,859-$185,976
Depreciation Depletion$88,185--$88,185
Office Expenses-$22,345-$22,345
Fees for Services Legal-$18,209-$18,209
Fees for Services Accounting-$12,400-$12,400
Insurance$2,020--$2,020
Advertising-$1,962-$1,962
Travel$508--$508
Other Expenses$250--$250
Total Functional Expenses$778,706$162,775$0$941,481

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$941,481
Total Expenses per Audited Statements$941,481
Total Expenses per Form 990$941,481
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Deposits$1,325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“In addition to property management and bookkeeping services, appleton corporation also assists with review of form 990, has responsibility for custody of the organization's funds, and plans budgets.”

Form 990, Part VI, Section A, Line 4

“Articles of amendment were filed to permit the board of directors to amend the bylaws. Bylaws were amended to (1) reduce the number of directors to 5-7 from 6-10; (2) remove the requirement that the board be appointed by holyoke, inc. And by holy name society of the mater dolorosa church (defunct); and (3) provide that directors will be elected by the board and must be residents of holyoke, chicopee or south hadley, massachusetts.”

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

“The form 990 is reviewed by the president and treasurer in conjunction with the controller of the management agency.”

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

“Officers & directors annually sign a conflict of interest certification which is reviewed & monitored by the president.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pulaski Heights Inc
EIN
23-7182936
Phone
4135368048
Address
800 KELLY WAY NO 200, HOLYOKE, MA 01040

Signing Officer

Name
Dan Boyle
Title
Vice President
Phone
4135362446
Signed
2019-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Eger
Formed
1971
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
Howard L Cheney
Phone
4135368510
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization has not changed its oversight process.”

Financial Statement Notes

PART IV, LINE 2B:

“TENANT SECURITY DEPOSITS”

PART X, LINE 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition.”

Raw XML AppendixShowing 400 of 491 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING REVE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS TENANT C
IRS990/OtherRevenueMiscGrp/ExclusionAmt06120
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06120
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11225
IRS990/OtherRevenueTotalAmt07345
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035932
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032914
IRS990/PrincipalOfficerNm0CARL EGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0APARTMENT RENTAL INCOM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0946892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0946892
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05708
IRS990/PYOtherExpensesAmt0926828
IRS990/PYOtherRevenueAmt030848
IRS990/PYProgramServiceRevenueAmt0936409
IRS990/PYRevenuesLessExpensesAmt046137
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0926828
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0972965
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046320
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt022869
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0948117
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033564
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022611
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0130555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0948117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0938795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0923498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0941264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0937217
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04688891
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06120
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07111
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt013498
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt05063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt038474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022611
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0130555
IRS990ScheduleA/InvestmentIncomeCYPct00.02690
IRS990ScheduleA/InvestmentIncomePYPct00.02470
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt01471
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt01858
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0813
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt04142
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85400
IRS990ScheduleA/PublicSupportPY509Pct00.85560
IRS990ScheduleA/PublicSupportTotal509Amt04152431
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0129016
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0105741
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0109141
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0114668
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0116368
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0574934
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0129016
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0105741
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0109141
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0114668
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0116368
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0574934
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0954237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0945477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0930609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0954762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0942280
IRS990ScheduleA/Total509Grp/TotalAmt04727365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0987801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0972965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0956148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0979444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0965704
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04862062
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0635501
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04058276
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04693777
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0941481
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt050500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07467
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0113743
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0121210
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt018277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt151052
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27572
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3561104
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt434625
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REAL ESTATE TAX ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PROPERTY & LIABILITY INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGE INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0987801
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0693468
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0672630
IRS990ScheduleD/TotalExpensesPerForm990Amt0941481
IRS990ScheduleD/TotalLiabilityAmt01325
IRS990ScheduleD/TotalRevenuePerForm990Amt0987801
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0987801
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0941481
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN ADDITION TO PROPERTY MANAGEMENT AND BOOKKEEPING SERVICES, APPLETON CORPORATION ALSO ASSISTS WITH REVIEW OF FORM 990, HAS RESPONSIBILITY FOR CUSTODY OF THE ORGANIZATION'S FUNDS, AND PLANS BUDGETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ARTICLES OF AMENDMENT WERE FILED TO PERMIT THE BOARD OF DIRECTORS TO AMEND THE BYLAWS. BYLAWS WERE AMENDED TO (1) REDUCE THE NUMBER OF DIRECTORS TO 5-7 FROM 6-10; (2) REMOVE THE REQUIREMENT THAT THE BOARD BE APPOINTED BY HOLYOKE, INC. AND BY HOLY NAME SOCIETY OF THE MATER DOLOROSA CHURCH (DEFUNCT); AND (3) PROVIDE THAT DIRECTORS WILL BE ELECTED BY THE BOARD AND MUST BE RESIDENTS OF HOLYOKE, CHICOPEE OR SOUTH HADLEY, MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER IN CONJUNCTION WITH THE CONTROLLER OF THE MANAGEMENT AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS & DIRECTORS ANNUALLY SIGN A CONFLICT OF INTEREST CERTIFICATION WHICH IS REVIEWED & MONITORED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,486,132
Liabilities
$2,161,512
Net assets
-$675,380
Revenue
$987,801
Expenses
$941,481
Net income
$46,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$3.64$0.37$1.54$1.47$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.54$1.98$0.44$1.24$1.15$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$2.03$0.53$1.09$1.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.57$2.10$0.54$1.07$1.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.55$2.13$0.58$1.06$1.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.50$2.13$0.62$1.02$0.97$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.49$2.16$0.68$0.99$0.94$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.46$2.18$0.72$0.97$0.93$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.45$2.22$0.77$0.96$0.94$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.59$2.37$0.78$0.98$0.93$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.59$2.42$0.83$0.97$0.91$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$2.53$0.88$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$2.64$0.86$0.90