Civic Intelligence

Villa at Meadow View Inc.

990 • Fiscal year 2017 • EIN 45-4549405

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 24, 2018

Organization ProfileN/A
100 Corinne WayTewksbury, MA 01876

(978) 851-7392

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.13x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

5th percentile

-58%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$207,625

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 72.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

24th percentile

-2.6%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-2.1%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$6,363,819

Down $169,968 (-2.6%) from 2016

Net Assets

Down

$6,326,841

Down $165,848 (-2.6%) from 2016

Liabilities

Down

$36,978

Down $4,120 (-10%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Down

$287,368

Down $6,029 (-2.1%) from 2016

Expenses

Up

$453,216

Up $2,656 (+0.6%) from 2016

Net Income

Down

-$165,848

Down $8,685 (-5.5%) from 2016

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$0Assets 2013: $1,136,011Liabilities 2013: $0Net Assets 2013: $1,136,0112013Assets 2014: $7,721,714Liabilities 2014: $967,819Net Assets 2014: $6,753,8952014Assets 2015: $6,682,937Liabilities 2015: $33,085Net Assets 2015: $6,649,8522015Assets 2016: $6,533,787Liabilities 2016: $41,098Net Assets 2016: $6,492,6892016Assets 2017: $6,363,819Liabilities 2017: $36,978Net Assets 2017: $6,326,8412017Assets 2018: $6,236,940Liabilities 2018: $74,671Net Assets 2018: $6,162,2692018Assets 2019: $6,046,444Liabilities 2019: $34,500Net Assets 2019: $6,011,9442019Assets 2020: $5,977,530Liabilities 2020: $85,761Net Assets 2020: $5,891,7692020Assets 2021: $5,811,718Liabilities 2021: $38,319Net Assets 2021: $5,773,3992021Assets 2022: $5,646,310Liabilities 2022: $35,609Net Assets 2022: $5,610,7012022Assets 2023: $5,519,189Liabilities 2023: $52,657Net Assets 2023: $5,466,5322023Assets 2024: $5,415,876Liabilities 2024: $81,273Net Assets 2024: $5,334,6032024

Highlighted filing

2017

Assets$6,363,819
Liabilities$36,978
Net Assets$6,326,841
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $02013Revenue 2014: $5,617,884Expenses 2014: $0Net Income 2014: $5,617,8842014Revenue 2015: $277,632Expenses 2015: $381,675Net Income 2015: -$104,0432015Revenue 2016: $293,397Expenses 2016: $450,560Net Income 2016: -$157,1632016Revenue 2017: $287,368Expenses 2017: $453,216Net Income 2017: -$165,8482017Revenue 2018: $314,881Expenses 2018: $479,453Net Income 2018: -$164,5722018Revenue 2019: $322,977Expenses 2019: $473,302Net Income 2019: -$150,3252019Revenue 2020: $344,931Expenses 2020: $465,106Net Income 2020: -$120,1752020Revenue 2021: $371,397Expenses 2021: $489,767Net Income 2021: -$118,3702021Revenue 2022: $401,253Expenses 2022: $563,951Net Income 2022: -$162,6982022Revenue 2023: $420,728Expenses 2023: $564,897Net Income 2023: -$144,1692023Revenue 2024: $456,354Expenses 2024: $588,283Net Income 2024: -$131,9292024

Highlighted filing

2017

Revenue$287,368
Expenses$453,216
Net Income-$165,848
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 24, 2018
Return Version
2016v3.0
Gross Receipts
$287,368
Mission and Program Overview

Mission

To operate a 33-unit housing project in tewksbury, massachusetts for low income elderly persons under section 202 of the national affordable housing act and regulated by hud with respect to rental charges and operating methods. Operations commenced in july 2014.

Operates a 33-unit housing project in tewksbury, massachusetts for low income elderly persons under section 202 of the national affordable housing act and is regulated by hud with respect to rental charges and operating methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,372,044$6,219,014▼ $153,030
Cash and Non-Interest-Bearing Accounts$47,330$10,896▼ $36,434
Prepaid Expenses and Deferred Charges$2,068$2,109▲ $41
Total Assets$6,533,787$6,363,819▼ $169,968
Other Assets Total$112,345$131,800▲ $19,455
Liabilities
Accounts Payable and Accrued Expenses$39,174$34,239▼ $4,935
Deferred Revenue$1,924$2,739▲ $815
Total Liabilities$41,098$36,978▼ $4,120
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,717,944$5,717,944→ $0
Unrestricted Net Assets$774,745$608,897▼ $165,848
Total Net Assets Fund Balance$6,492,689$6,326,841▼ $165,848
Total Liabilities and Net Assets / Fund Balance$6,533,787$6,363,819▼ $169,968

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,739,014$467,856$6,206,870
Land$480,000-$480,000
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Frank McguireDirector
Grace Ann SteedDirector
Maxa BeirdDirector
Nancy ReedDirector
Nicole HutcheonDirector
Rosanne DistefanoExecutive Director
Maureen DrouinClerk
Jerry CongdonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$284,384
Investment Income
$123
Other Revenue
$2,861
Change in Net Assets
$-165,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,345
Salaries, Compensation, and Employee Benefits$86,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$156,778--$156,778
Occupancy$125,247--$125,247
Other Salaries and Wages$79,998$1,995-$81,993
Fees for Services Management$21,170--$21,170
Fees for Services Accounting$9,600$10,000-$19,600
Fees for Services Other$8,766--$8,766
Office Expenses-$4,370-$4,370
Other Employee Benefits$3,689--$3,689
Payroll Taxes$1,153$36-$1,189
Other Expenses$125--$125
Total Functional Expenses$436,815$16,401$0$453,216
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“A copy of the form 990 is distributed to the full board of directors for review. Any comments are addressed the final form 990 is redistributed to the board, if necessary.”

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

“On an annual basis, board members are required to file a statement disclosing his or her personal, business or organizational interests and affiliations. When any such affiliation becomes relevant in the making of any board decision, the director having the conflict of interest shall call it to the attention of the board and that director shall not vote on that matter and shall not use personal influence.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available upon request.”

Form 990, Part VII

“Rosanne distefano is the executive director of elder services of the merrimack valley, a related organization, and works approximately 38 hours per week in this capacity.”

Filing and Contact Details

Filer

Filer Name
Villa at Meadowview Inc
EIN
45-4549405
Phone
9788517392
Address
100 CORINNE WAY, TEWKSBURY, MA 01876

Signing Officer

Name
Rosanne Distefano
Title
CFO
Phone
9788517392
Signed
2018-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
TAMMY O'DONNELL
Formed
2012
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Citrin Cooperman & Company Llp
Address
10 FORBES ROAD WEST, BRAINTREE, MA 02184
Preparer
Jeffrey Alvanas
Phone
7813562000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no changes from the prior year in the methods used by the committee responsible for the audit of the financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The organization is qualified under section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes. The organization accounts for uncertain tax positions in accordance with fasb asc topic "income taxes". The topic prescribes a recognition threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The topic also provides guidance on recognition, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Management believes the organization has no material uncertainties in income taxes.”

Raw XML AppendixShowing 400 of 457 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/BOYAmt039174
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034239
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATES A 33-UNIT HOUSING PROJECT IN TEWKSBURY, MASSACHUSETTS FOR LOW INCOME ELDERLY PERSONS UNDER SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT AND IS REGULATED BY HUD WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOAN HATEM-ROY
IRS990/BooksInCareOfDetail/PhoneNum09789461318
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0280 MERRIMACK STREET SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAWRENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002843
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt047330
IRS990/CashNonInterestBearingGrp/EOYAmt010896
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0123
IRS990/CYOtherExpensesAmt0366345
IRS990/CYOtherRevenueAmt02861
IRS990/CYProgramServiceRevenueAmt0284384
IRS990/CYRevenuesLessExpensesAmt0-165848
IRS990/CYSalariesCompEmpBnftPaidAmt086871
IRS990/CYTotalExpensesAmt0453216
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0287368
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01924
IRS990/DeferredRevenueGrp/EOYAmt02739
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0156778
IRS990/DepreciationDepletionGrp/TotalAmt0156778
IRS990/Desc0TO OPERATE A 33-UNIT SECTION 202 ELDERLY HOUSING PROJECT FOR LOW-INCOME INDIVIDUALS. THE THE PROJECT IS REGULATED BY HUD WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0436815
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09600
IRS990/FeesForServicesAccountingGrp/TotalAmt019600
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt021170
IRS990/FeesForServicesManagementGrp/TotalAmt021170
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08766
IRS990/FeesForServicesOtherGrp/TotalAmt08766
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/OtherCompensationAmt751098
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY CONGDON
IRS990/Form990PartVIISectionAGrp/PersonNm1MAUREEN DROUIN
IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY REED
IRS990/Form990PartVIISectionAGrp/PersonNm3GRACE ANN STEED
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm5NICOLE HUTCHEON
IRS990/Form990PartVIISectionAGrp/PersonNm6MAXA BEIRD
IRS990/Form990PartVIISectionAGrp/PersonNm7ROSANNE DISTEFANO
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7156527
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0287368
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0123
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0467856
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06372044
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06219014
IRS990/LandBldgEquipCostOrOtherBssAmt06686870
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE A 33-UNIT HOUSING PROJECT IN TEWKSBURY, MASSACHUSETTS FOR LOW INCOME ELDERLY PERSONS UNDER SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT AND REGULATED BY HUD WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS. OPERATIONS COMMENCED IN JULY 2014.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06492689
IRS990/NetAssetsOrFundBalancesEOYAmt06326841
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0125247
IRS990/OccupancyGrp/TotalAmt0125247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04370
IRS990/OfficeExpensesGrp/TotalAmt04370
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112345
IRS990/OtherAssetsTotalGrp/EOYAmt0131800
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03689
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03689
IRS990/OtherExpensesGrp/Desc0SERV COORD SALARY
IRS990/OtherExpensesGrp/Desc1RESIDUAL RECEIPTS RECAP
IRS990/OtherExpensesGrp/Desc2MISC TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt024000
IRS990/OtherExpensesGrp/ProgramServicesAmt16289
IRS990/OtherExpensesGrp/ProgramServicesAmt2125
IRS990/OtherExpensesGrp/TotalAmt024000
IRS990/OtherExpensesGrp/TotalAmt16289
IRS990/OtherExpensesGrp/TotalAmt2125
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02861
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02861
IRS990/OtherRevenueTotalAmt02861
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01995
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079998
IRS990/OtherSalariesAndWagesGrp/TotalAmt081993
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036
IRS990/PayrollTaxesGrp/ProgramServicesAmt01153
IRS990/PayrollTaxesGrp/TotalAmt01189
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02068
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02109
IRS990/PrincipalOfficerNm0TAMMY O'DONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0284384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0284384
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072
IRS990/PYOtherExpensesAmt0384240
IRS990/PYOtherRevenueAmt05838
IRS990/PYProgramServiceRevenueAmt0287487
IRS990/PYRevenuesLessExpensesAmt0-157163
IRS990/PYSalariesCompEmpBnftPaidAmt066320
IRS990/PYTotalExpensesAmt0450560
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0293397
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-165848
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0287245
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05617884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01136011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06753895
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0284384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0287487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0271202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0843073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0199
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02861
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05838
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06426
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015125
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt07596968
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0287487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0271202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05617884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01136011
IRS990ScheduleA/Total509Grp/TotalAmt07596968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0287368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0293397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0277632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05617884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01136011
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07612292
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05739014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0467856
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06206870
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0480000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0480000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC "INCOME TAXES". THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06219014
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156527
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt051098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROSANNE DISTEFANO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0207625
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. ANY COMMENTS ARE ADDRESSED THE FINAL FORM 990 IS REDISTRIBUTED TO THE BOARD, IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS, BOARD MEMBERS ARE REQUIRED TO FILE A STATEMENT DISCLOSING HIS OR HER PERSONAL, BUSINESS OR ORGANIZATIONAL INTERESTS AND AFFILIATIONS. WHEN ANY SUCH AFFILIATION BECOMES RELEVANT IN THE MAKING OF ANY BOARD DECISION, THE DIRECTOR HAVING THE CONFLICT OF INTEREST SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THAT DIRECTOR SHALL NOT VOTE ON THAT MATTER AND SHALL NOT USE PERSONAL INFLUENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROSANNE DISTEFANO IS THE EXECUTIVE DIRECTOR OF ELDER SERVICES OF THE MERRIMACK VALLEY, A RELATED ORGANIZATION, AND WORKS APPROXIMATELY 38 HOURS PER WEEK IN THIS CAPACITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE METHODS USED BY THE COMMITTEE RESPONSIBLE FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ELDER SERVICES OF THE MERRIMACK VALLEY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042545136
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR ADULTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0280 MERRIMACK STREET STE 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAWRENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001843
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05717944
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05717944
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06533787
IRS990/TotalAssetsEOYAmt06363819
IRS990/TotalAssetsGrp/BOYAmt06533787
IRS990/TotalAssetsGrp/EOYAmt06363819
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016401
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0436815
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453216
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041098
IRS990/TotalLiabilitiesEOYAmt036978
IRS990/TotalLiabilitiesGrp/BOYAmt041098
IRS990/TotalLiabilitiesGrp/EOYAmt036978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06492689
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06326841
IRS990/TotalOtherCompensationAmt051098
IRS990/TotalProgramServiceExpensesAmt0436815
IRS990/TotalProgramServiceRevenueAmt0284384
IRS990/TotalReportableCompFromOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,363,819
Liabilities
$36,978
Net assets
$6,326,841
Revenue
$287,368
Expenses
$453,216
Net income
-$165,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.08$5.33$0.46$0.59$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.05$5.47$0.42$0.56$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.04$5.61$0.40$0.56$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.04$5.77$0.37$0.49$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.98$0.09$5.89$0.34$0.47$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.05$0.03$6.01$0.32$0.47$0.15
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.07$6.16$0.31$0.48$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.04$6.33$0.29$0.45$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.53$0.04$6.49$0.29$0.45$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.03$6.65$0.28$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.72$0.97$6.75$5.62$0.00$5.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.00