Civic Intelligence

Congregational Retirement Homes II Inc.

990 • Fiscal year 2016 • EIN 23-7234527

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileN/A
200 West Foster StreetMelrose, MA 02176

(781) 665-6334

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

33%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-2.0%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,990,510

Up $505,763 (+15%) from 2015

Net Assets

Up

$3,861,226

Up $493,840 (+15%) from 2015

Liabilities

Up

$129,284

Up $11,923 (+10%) from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin87th percentile

Revenue

Down

$1,488,879

Down $30,892 (-2.0%) from 2015

Expenses

Up

$995,039

Up $52,335 (+5.6%) from 2015

Net Income

Down

$493,840

Down $83,227 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,130,765Liabilities 2011: $556,691Net Assets 2011: $1,574,0742011Assets 2012: $2,346,081Liabilities 2012: $421,768Net Assets 2012: $1,924,3132012Assets 2013: $2,658,000Liabilities 2013: $258,531Net Assets 2013: $2,399,4692013Assets 2014: $2,933,025Liabilities 2014: $142,706Net Assets 2014: $2,790,3192014Assets 2015: $3,484,747Liabilities 2015: $117,361Net Assets 2015: $3,367,3862015Assets 2016: $3,990,510Liabilities 2016: $129,284Net Assets 2016: $3,861,2262016Assets 2017: $4,498,943Liabilities 2017: $114,971Net Assets 2017: $4,383,9722017Assets 2018: $4,937,525Liabilities 2018: $122,517Net Assets 2018: $4,815,0082018Assets 2019: $5,264,450Liabilities 2019: $142,521Net Assets 2019: $5,121,9292019Assets 2020: $6,034,360Liabilities 2020: $213,082Net Assets 2020: $5,821,2782020Assets 2021: $6,855,135Liabilities 2021: $142,320Net Assets 2021: $6,712,8152021Assets 2022: $7,849,725Liabilities 2022: $144,112Net Assets 2022: $7,705,6132022Assets 2023: $8,643,575Liabilities 2023: $200,159Net Assets 2023: $8,443,4162023Assets 2024: $9,693,485Liabilities 2024: $157,038Net Assets 2024: $9,536,4472024Assets 2025: $11,036,477Liabilities 2025: $153,910Net Assets 2025: $10,882,5672025

Highlighted filing

2016

Assets$3,990,510
Liabilities$129,284
Net Assets$3,861,226
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $827,8472011Expenses 2012: $866,1152012Expenses 2013: $846,0352013Revenue 2014: $1,277,479Expenses 2014: $886,629Net Income 2014: $390,8502014Revenue 2015: $1,519,771Expenses 2015: $942,704Net Income 2015: $577,0672015Revenue 2016: $1,488,879Expenses 2016: $995,039Net Income 2016: $493,8402016Revenue 2017: $1,547,452Expenses 2017: $1,024,706Net Income 2017: $522,7462017Revenue 2018: $1,542,507Expenses 2018: $1,111,471Net Income 2018: $431,0362018Revenue 2019: $1,595,837Expenses 2019: $1,288,916Net Income 2019: $306,9212019Revenue 2020: $2,067,084Expenses 2020: $1,367,735Net Income 2020: $699,3492020Revenue 2021: $2,253,808Expenses 2021: $1,362,271Net Income 2021: $891,5372021Revenue 2022: $2,450,044Expenses 2022: $1,457,246Net Income 2022: $992,7982022Revenue 2023: $2,523,448Expenses 2023: $1,785,645Net Income 2023: $737,8032023Revenue 2024: $2,810,687Expenses 2024: $1,717,656Net Income 2024: $1,093,0312024Revenue 2025: $3,152,150Expenses 2025: $1,806,030Net Income 2025: $1,346,1202025

Highlighted filing

2016

Revenue$1,488,879
Expenses$995,039
Net Income$493,840
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$1,488,879
Mission and Program Overview

Mission

Provide retirement housing to low to middle income under the hud 202/section 8 housing programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,453,048$1,578,546▲ $125,498
Cash and Non-Interest-Bearing Accounts$292,034$195,724▼ $96,310
Accounts Receivable$20,719$7,188▼ $13,531
Prepaid Expenses and Deferred Charges$2,508$3,391▲ $883
Savings and Temporary Cash Investments$3,175$3,178▲ $3
Total Assets$3,484,747$3,990,510▲ $505,763
Other Assets Total$1,713,263$2,202,483▲ $489,220
Liabilities
Accounts Payable and Accrued Expenses$61,364$73,633▲ $12,269
Other Liabilities$51,604$53,655▲ $2,051
Deferred Revenue$4,393$1,996▼ $2,397
Total Liabilities$117,361$129,284▲ $11,923
Net Assets / Fund Balance
Unrestricted Net Assets$3,367,386$3,861,226▲ $493,840
Total Net Assets Fund Balance$3,367,386$3,861,226▲ $493,840
Total Liabilities and Net Assets / Fund Balance$3,484,747$3,990,510▲ $505,763

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,455,486$2,395,943-
Land$122,796--
Equipment$264$55,461-
Other Assets Org$50,594--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David P HenryChairman
Robert T OostermanVice Chairman
Ann AhlinDirector
David LucasDirector
Jane McdonaldDirector
Richard BrownDirector
Ward HamiltonDirector
Christa Mw EvansonSecretary
Paul PerkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,473,699
Investment Income
$7,681
Other Revenue
$7,499
Change in Net Assets
$493,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,488,879
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,488,879
Total Revenue per Form 990
$1,488,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$805,265
Salaries, Compensation, and Employee Benefits$189,774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$153,995--$153,995
Depreciation Depletion$111,925--$111,925
Fees for Services Management$59,443--$59,443
All Other Expenses$42,730--$42,730
Insurance-$36,632-$36,632
Fees for Services Accounting-$24,939-$24,939
Office Expenses$24,602--$24,602
Other Expenses$22,675--$22,675
Pension Plan Contributions$22,577--$22,577
Other Employee Benefits$13,202--$13,202
Advertising$1,721--$1,721
Total Functional Expenses$933,468$61,571$0$995,039

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$995,039
Total Expenses per Audited Statements$995,039
Total Expenses per Form 990$995,039
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
Tenant Security Deposits$53,655
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
No
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Congregational retirement homes ii, inc. Is managed by peabody properties inc.”

Form 990, Part VI, Section A, Line 6

“The organization has one class of members.”

Form 990, Part VI, Section A, Line 7A

“The directors will be elected at an annual meeting of the members”

Form 990, Part VI, Section A, Line 7B

“The bylaws may be amended or repealed by a vote of the members.”

Form 990, Part VI, Section B, Line 11

“After a complete review, the management company forwards the form 990 to the board of directors. The board of directors reviews and approves the form 990 if there are no questions or concerns for the accounting firm.”

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

“The board meets monthly and at these meetings they discuss and address any conflicts should they arise.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request.”

Form 990, Part VII

“David p. Henry - 200 west foster street, melrose, ma 02176. Robert t. Oosterman - 200 west foster street, melrose, ma 02176. Christa m.w. Evanson - 200 west foster street, melrose, ma 02176. Paul perkins - 200 west foster street, melrose, ma 02176. Ann ahlin - 200 west foster street, melrose, ma 02176. Jane mcdonald - 200 west foster street, melrose, ma 02176. Richard brown - 200 west foster street, melrose, ma 02176. David lucas - 200 west foster street, melrose, ma 02176.”

Filing and Contact Details

Filer

Filer Name
Congregational Retirement Homes Ii Inc
EIN
23-7234527
Phone
7816656334
Address
200 WEST FOSTER STREET, MELROSE, MA 02176

Signing Officer

Name
Justin Paquette
Title
Controller
Phone
7817941000
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Paquette
Formed
1972
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
101 ARCH STREET SUITE 1000, BOSTON, MA 02110
Preparer
Charles a Rhuda Iii
Phone
6173301920
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xi, line 2c: the company assumes the responsibility for the oversight of the audit of its financial statements and the selection of the independence accountant.”

FORM 990 PART IX, LINE 24F: SCHEDULE OF ALL OTHER EXPENSES

“Snow removal 10,786 trash removal 4,112 worker's comp 3,361 maintenance supplies 20,002 permits and fees 779 misc. Admin.expenses 2,037 misc. Maint. Expenses 1,653 total accumulated other expenses $42,730”

Financial Statement Notes

990 Part IV, Line 11F

“The corporation operates as a not-for-profit corporation under section 501(c)(3) of the internal revenue code and, as such, is not subject to federal or state income tax. The preparation of financial statements in conformity with accounting principles generally accepted in the united states of america requires the corporation to report information regarding its exposure to various tax positions taken by the corporation. The corporation has determined whether any tax positions have met the recognition threshold and has measured the corporation's exposure to those tax positions. Management believes that the corporation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the corporation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

Raw XML AppendixShowing 400 of 479 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt061364
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt073633
IRS990/AccountsReceivableGrp/BOYAmt020719
IRS990/AccountsReceivableGrp/EOYAmt07188
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE RETIREMENT HOUSING TO LOW TO MIDDLE INCOME UNDER THE HUD 202/SECTION 8 HOUSING PROGRAMS.
IRS990/AdvertisingGrp/ProgramServicesAmt01721
IRS990/AdvertisingGrp/TotalAmt01721
IRS990/AllOtherExpensesGrp/ProgramServicesAmt042730
IRS990/AllOtherExpensesGrp/TotalAmt042730
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PEABODY PROPERTIES INC
IRS990/BooksInCareOfDetail/PhoneNum07817941000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0536 GRANITE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRAINTREE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002184
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0292034
IRS990/CashNonInterestBearingGrp/EOYAmt0195724
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0153995
IRS990/CompDisqualPersonsGrp/TotalAmt0153995
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07681
IRS990/CYOtherExpensesAmt0805265
IRS990/CYOtherRevenueAmt07499
IRS990/CYProgramServiceRevenueAmt01473699
IRS990/CYRevenuesLessExpensesAmt0493840
IRS990/CYSalariesCompEmpBnftPaidAmt0189774
IRS990/CYTotalExpensesAmt0995039
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01488879
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt04393
IRS990/DeferredRevenueGrp/EOYAmt01996
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0111925
IRS990/DepreciationDepletionGrp/TotalAmt0111925
IRS990/Desc0THE CORPORATION IS A LOW TO MIDDLE INCOME RETIREMENT HOME UNDER THE HUD INSURED MORTGAGE/SECTION 8/SECTION 236 HOUSING PROGRAMS. ALL EXPENSES THAT ARE INCURRED BY THIS CORPORATION ARE FOR THE SOLE PURPOSE OF OPERATING AND MANAGING THIS RETIREMENT HOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0933468
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024939
IRS990/FeesForServicesAccountingGrp/TotalAmt024939
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt059443
IRS990/FeesForServicesManagementGrp/TotalAmt059443
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID P HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT T OOSTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTA MW EVANSON
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4ANN AHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JANE MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm8WARD HAMILTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01488879
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt036632
IRS990/InsuranceGrp/TotalAmt036632
IRS990/InvestmentIncomeGrp/ExclusionAmt07681
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07681
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02451404
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01453048
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01578546
IRS990/LandBldgEquipCostOrOtherBssAmt04029950
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION IS A LOW TO MIDDLE INCOME RETIREMENT HOME UNDER THE HUD INSURED MORTGAGE/SECTION 8/SECTION 236 HOUSING PROGRAMS. ALL EXPENSES THAT ARE INCURRED BY THIS CORPORATION ARE FOR THE SOLE PURPOSE OF OPERATING AND MANAGING THIS RETIREMENT HOME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03367386
IRS990/NetAssetsOrFundBalancesEOYAmt03861226
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt024602
IRS990/OfficeExpensesGrp/TotalAmt024602
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01713263
IRS990/OtherAssetsTotalGrp/EOYAmt02202483
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013202
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013202
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc3RESIDENT SERVICES
IRS990/OtherExpensesGrp/ProgramServicesAmt0213024
IRS990/OtherExpensesGrp/ProgramServicesAmt1182735
IRS990/OtherExpensesGrp/ProgramServicesAmt284839
IRS990/OtherExpensesGrp/ProgramServicesAmt322675
IRS990/OtherExpensesGrp/TotalAmt0213024
IRS990/OtherExpensesGrp/TotalAmt1182735
IRS990/OtherExpensesGrp/TotalAmt284839
IRS990/OtherExpensesGrp/TotalAmt322675
IRS990/OtherLiabilitiesGrp/BOYAmt051604
IRS990/OtherLiabilitiesGrp/EOYAmt053655
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07499
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07499
IRS990/OtherRevenueTotalAmt07499
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022577
IRS990/PensionPlanContributionsGrp/TotalAmt022577
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02508
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03391
IRS990/PrincipalOfficerNm0JUSTIN PAQUETTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0916637
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1557062
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0916637
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1557062
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05453
IRS990/PYOtherExpensesAmt0942704
IRS990/PYOtherRevenueAmt06843
IRS990/PYProgramServiceRevenueAmt01507475
IRS990/PYRevenuesLessExpensesAmt0577067
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0942704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01519771
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0493840
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01481198
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01473699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01507475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01270130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01309036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01207746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06768086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0784
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015495
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01096960
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06843
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06642
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011285
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07824
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040093
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99190
IRS990ScheduleA/PublicSupportPY170Pct00.99250
IRS990ScheduleA/PublicSupportTotal170Amt06768086
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01473699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01507475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01270130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01309036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01207746
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06768086
IRS990ScheduleA/TotalSupportAmt06823674
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01455486
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02395943
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03851429
IRS990ScheduleD/EquipmentGrp/BookValueAmt0264
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055461
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt055725
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0995039
IRS990ScheduleD/LandGrp/BookValueAmt0122796
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0122796
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt054897
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt195771
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21344470
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3656751
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt450594
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MORTGAGEE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DONATIONS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt053655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01488879
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION OPERATES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CORPORATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CORPORATION. THE CORPORATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE CORPORATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CORPORATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CORPORATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0990 PART IV, LINE 11F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01578546
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02202483
IRS990ScheduleD/TotalExpensesPerForm990Amt0995039
IRS990ScheduleD/TotalLiabilityAmt053655
IRS990ScheduleD/TotalRevenuePerForm990Amt01488879
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01488879
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0995039
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONGREGATIONAL RETIREMENT HOMES II, INC. IS MANAGED BY PEABODY PROPERTIES INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ONE CLASS OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTORS WILL BE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER A COMPLETE REVIEW, THE MANAGEMENT COMPANY FORWARDS THE FORM 990 TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 IF THERE ARE NO QUESTIONS OR CONCERNS FOR THE ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD MEETS MONTHLY AND AT THESE MEETINGS THEY DISCUSS AND ADDRESS ANY CONFLICTS SHOULD THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DAVID P. HENRY - 200 WEST FOSTER STREET, MELROSE, MA 02176. ROBERT T. OOSTERMAN - 200 WEST FOSTER STREET, MELROSE, MA 02176. CHRISTA M.W. EVANSON - 200 WEST FOSTER STREET, MELROSE, MA 02176. PAUL PERKINS - 200 WEST FOSTER STREET, MELROSE, MA 02176. ANN AHLIN - 200 WEST FOSTER STREET, MELROSE, MA 02176. JANE MCDONALD - 200 WEST FOSTER STREET, MELROSE, MA 02176. RICHARD BROWN - 200 WEST FOSTER STREET, MELROSE, MA 02176. DAVID LUCAS - 200 WEST FOSTER STREET, MELROSE, MA 02176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FORM 990, PART XI, LINE 2C: THE COMPANY ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENCE ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SNOW REMOVAL 10,786 TRASH REMOVAL 4,112 WORKER'S COMP 3,361 MAINTENANCE SUPPLIES 20,002 PERMITS AND FEES 779 MISC. ADMIN.EXPENSES 2,037 MISC. MAINT. EXPENSES 1,653 TOTAL ACCUMULATED OTHER EXPENSES $42,730
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PART IX, LINE 24F: SCHEDULE OF ALL OTHER EXPENSES
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONGREGATIONAL RETIREMENT HOMES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONGREGATIONAL RETIREMENT HOMES III INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042436874
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1042628372
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ELDERLY HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 WEST FOSTER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1200 WEST FOSTER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MELROSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MELROSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102176
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,990,510
Liabilities
$129,284
Net assets
$3,861,226
Revenue
$1,488,879
Expenses
$995,039
Net income
$493,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.0$0.15$10.9$3.15$1.81$1.35
2024Detailed filing. Detailed filing data is available for this year.$9.69$0.16$9.54$2.81$1.72$1.09
2023Detailed filing. Detailed filing data is available for this year.$8.64$0.20$8.44$2.52$1.79$0.74
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.14$7.71$2.45$1.46$0.99
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.14$6.71$2.25$1.36$0.89
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.21$5.82$2.07$1.37$0.70
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.14$5.12$1.60$1.29$0.31
2018Detailed filing. Detailed filing data is available for this year.$4.94$0.12$4.82$1.54$1.11$0.43
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.11$4.38$1.55$1.02$0.52
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.13$3.86$1.49$1.00$0.49
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.12$3.37$1.52$0.94$0.58
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.14$2.79$1.28$0.89$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.26$2.40$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.42$1.92$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.56$1.57$0.83