Civic Intelligence

West Winkley Inc.

990EZ • Fiscal year 2016 • EIN 31-1758251

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

PO Box 548 5 Perry WayNewburyport, MA 01950

(978) 462-8251

Siviq Scores

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

Liabilities / Assets

96th percentile

1.42x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

10.38x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-8.3%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$324,598

Down $29,268 (-8.3%) from 2015

Net Assets

Up

-$136,372

Up $1,307 (+0.9%) from 2015

Liabilities

Down

$460,970

Down $30,575 (-6.2%) from 2015

Revenue

Up

$44,397

Up $27,121 (+157%) from 2015

Expenses

Down

$43,090

Down $12,395 (-22%) from 2015

Net Income

Up

$1,307

Up $39,516 (+103%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $374,852Liabilities 2012: $456,074Net Assets 2012: -$81,2222012Assets 2013: $366,076Liabilities 2013: $458,143Net Assets 2013: -$92,0672013Assets 2014: $358,979Liabilities 2014: $458,449Net Assets 2014: -$99,4702014Assets 2015: $353,866Liabilities 2015: $491,545Net Assets 2015: -$137,6792015Assets 2016: $324,598Liabilities 2016: $460,970Net Assets 2016: -$136,3722016Assets 2017: $313,504Liabilities 2017: $455,753Net Assets 2017: -$142,2492017Assets 2018: $318,190Liabilities 2018: $476,872Net Assets 2018: -$158,6822018Assets 2019: $312,074Liabilities 2019: $493,695Net Assets 2019: -$181,6212019Assets 2021: $294,011Liabilities 2021: $458,419Net Assets 2021: -$164,4082021Assets 2022: $325,188Liabilities 2022: $485,177Net Assets 2022: -$159,9892022Assets 2023: $349,959Liabilities 2023: $508,002Net Assets 2023: -$158,0432023Assets 2025: $281,486Liabilities 2025: $465,453Net Assets 2025: -$183,9672025

Highlighted filing

2016

Assets$324,598
Liabilities$460,970
Net Assets-$136,372

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $21,735Expenses 2012: $25,080Net Income 2012: -$3,3452012Revenue 2013: $21,952Expenses 2013: $32,797Net Income 2013: -$10,8452013Revenue 2014: $21,952Expenses 2014: $29,355Net Income 2014: -$7,4032014Revenue 2015: $17,276Expenses 2015: $55,485Net Income 2015: -$38,2092015Revenue 2016: $44,397Expenses 2016: $43,090Net Income 2016: $1,3072016Revenue 2017: $42,372Expenses 2017: $48,249Net Income 2017: -$5,8772017Revenue 2018: $31,107Expenses 2018: $47,540Net Income 2018: -$16,4332018Revenue 2019: $40,518Expenses 2019: $63,457Net Income 2019: -$22,9392019Revenue 2021: $61,224Expenses 2021: $51,911Net Income 2021: $9,3132021Revenue 2022: $42,688Expenses 2022: $38,269Net Income 2022: $4,4192022Revenue 2023: $60,077Expenses 2023: $58,131Net Income 2023: $1,9462023Revenue 2025: $48,227Expenses 2025: $57,251Net Income 2025: -$9,0242025

Highlighted filing

2016

Revenue$44,397
Expenses$43,090
Net Income$1,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$44,397
Mission and Program Overview

Mission

To own and operate as group home and shelter

Program Services

DescriptionGrantsExpenses
The organization owns and operates a group home for disabled individuals and receives rent from them and rental assistance from HUD-$42,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA BLEAUPresident & Treasurer-$0--
MICHELLE AULTClerk-$0--
LINDA RANDALLDirector-$0--
CHARLES DELLACROCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
West Winkley Inc
EIN
31-1758251
Phone
9784628251
Address
PO Box 548 5 Perry Way, Newburyport, MA 01950

Signing Officer

Name
Michelle Ault
Title
Clerk
Phone
9784628251
Signed
2017-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Daniel E Schaffner CPA
Phone
9784622161
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Miscellaneous 30.

Form 990EZ, Part I, Line 16

Depreciation 10283.

Form 990EZ, Part II, Line 24

Cash set aside under contractual obligations 45766. 19245.

Form 990EZ, Part II, Line 26

Due to Turning Point 36798. 6221.

Form 990EZ, Part II, Line 26

HUD 811 Grant 363900. 363900.

Form 990EZ, Part II, Line 26

CEDAC Grant 89809. 89809.

Form 990EZ, Part II, Line 26

Required Reserve Obligation 1038. 1040.

Form 990, Part IX, Line 24E

Other

Form 990, Part IX, Line 24E

Snow removal

Raw XML Appendix188 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE AULT
IRS990EZ/BooksInCareOfDetail/PhoneNum09784628251
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 Perry Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newburyport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027467
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01307
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0895
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0353866
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0324598
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044397
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0124
IRS990EZ/LandAndBuildingsGrp/BOYAmt0303936
IRS990EZ/LandAndBuildingsGrp/EOYAmt0302853
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-137679
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-136372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-137679
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-136372
IRS990EZ/OccupancyRentUtltsAndMaintAmt031882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA BLEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE AULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA RANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES DELLACROCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt045766
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019245
IRS990EZ/OtherExpensesTotalAmt010313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To own and operate as group home and shelter
IRS990EZ/ProgramServiceRevenueAmt016806
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization owns and operates a group home for disabled individuals and receives rent from them and rental assistance from HUD
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0491545
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0460970
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043090
IRS990EZ/TotalProgramServiceExpensesAmt042165
IRS990EZ/TotalRevenueAmt044397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt027467
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt027467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027467
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0105
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0570
IRS990ScheduleA/InvestmentIncomeCYPct00.00450
IRS990ScheduleA/InvestmentIncomePYPct00.00560
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.70730
IRS990ScheduleA/PublicSupportPY509Pct00.87440
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt090048
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt027467
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03931
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt03646
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt036694
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01650
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt03931
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt03646
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt09227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021630
IRS990ScheduleA/Total509Grp/TotalAmt0126742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0127312
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 10283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cash set aside under contractual obligations 45766. 19245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Due to Turning Point 36798. 6221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HUD 811 Grant 363900. 363900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CEDAC Grant 89809. 89809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Required Reserve Obligation 1038. 1040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Snow removal
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE AULT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum09784628251
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Winkley Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0311758251
ReturnHeader/Filer/PhoneNum09784628251
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 548 5 Perry Way
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRITZ DEGUGLIELMO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 ESSEX STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784622161
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E SCHAFFNER CPA
ReturnHeader/ReturnTs02017-02-14T07:43:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits