Civic Intelligence

Healthy Waltham Inc.

990EZ • Fiscal year 2015 • EIN 46-1174988

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

Organization Profilewww.healthy-waltham.org
510 Moody StWaltham, MA 02453

(781) 891-4700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$42,039

Down $30,561 (-42%) from 2014

Net Assets

Down

$42,039

Down $30,561 (-42%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Down

$93,401

Down $60,696 (-39%) from 2014

Expenses

Down

$123,963

Down $11,892 (-8.8%) from 2014

Net Income

Down

-$30,562

Down $48,804 (-268%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $54,358Liabilities 2013: $0Net Assets 2013: $54,3582013Assets 2014: $72,600Liabilities 2014: $0Net Assets 2014: $72,6002014Assets 2015: $42,039Liabilities 2015: $0Net Assets 2015: $42,0392015Assets 2016: $2,580Liabilities 2016: $1,758Net Assets 2016: $8222016Assets 2017: $52,130Liabilities 2017: $41,422Net Assets 2017: $10,7082017Assets 2018: $74,299Liabilities 2018: $42,357Net Assets 2018: $31,9422018Assets 2019: $55,529Liabilities 2019: $19,526Net Assets 2019: $36,0032019Assets 2020: $341,282Liabilities 2020: $21,527Net Assets 2020: $319,7552020Assets 2021: $594,404Liabilities 2021: $54,248Net Assets 2021: $540,1562021Assets 2022: $1,013,549Liabilities 2022: $17,638Net Assets 2022: $995,9112022Assets 2023: $1,370,749Liabilities 2023: $537,198Net Assets 2023: $833,5512023Assets 2024: $1,403,409Liabilities 2024: $527,987Net Assets 2024: $875,4222024

Highlighted filing

2015

Assets$42,039
Liabilities$0
Net Assets$42,039
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $88,346Expenses 2013: $60,760Net Income 2013: $27,5862013Revenue 2014: $154,097Expenses 2014: $135,855Net Income 2014: $18,2422014Revenue 2015: $93,401Expenses 2015: $123,963Net Income 2015: -$30,5622015Revenue 2016: $87,150Expenses 2016: $128,367Net Income 2016: -$41,2172016Revenue 2017: $120,134Expenses 2017: $110,248Net Income 2017: $9,8862017Revenue 2018: $141,284Expenses 2018: $120,050Net Income 2018: $21,2342018Revenue 2019: $160,703Expenses 2019: $147,975Net Income 2019: $12,7282019Revenue 2020: $439,663Expenses 2020: $155,911Net Income 2020: $283,7522020Revenue 2021: $626,582Expenses 2021: $409,059Net Income 2021: $217,5232021Revenue 2022: $3,770,157Expenses 2022: $3,325,587Net Income 2022: $444,5702022Revenue 2023: $3,273,684Expenses 2023: $3,436,044Net Income 2023: -$162,3602023Revenue 2024: $2,680,704Expenses 2024: $2,638,833Net Income 2024: $41,8712024

Highlighted filing

2015

Revenue$93,401
Expenses$123,963
Net Income-$30,562
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$93,401
Mission and Program Overview

Mission

Healthy Waltham's purpose is to improve the health

Healthy Waltham's purpose is to improve the health of people who live, work and learn in Waltham by promoting healthy eating and active living with the goal of decreasing rates of obesity and related chronic diseases. We implement this work by initiating and sustaining community collaborations, and by providing educational programs, resources and materials.

Program Services

DescriptionGrantsExpenses
Policy and infrastructure changes designed to facilitate and encourage healthy eating, active living, and the prevention of obesity and related chronic diseases.$32,500$32,500
Direct educational programming to Waltham children, families and other groups. Support of local gardens and technical assistance, as well as providing workshops.$21,075$21,075
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nadene SteinPresidentPT$0--
Kaveri RoyVice PresidentPT$0--
Beth ToolanTreasurerPT$0--
John PeacockClerkPT$0--
George DarcyDirectorPT$0--
Berlineda PierreDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Healthy Waltham
EIN
46-1174988
Phone
7818914700
Address
510 Moody St, Waltham, MA 02453

Signing Officer

Name
Pam Hess
Title
Executive Director
Phone
7818914700
Signed
2016-02-05
Discuss with paid preparer
Yes

Preparer

Firm
SM Hankins Consulting
Address
103 Seminole Ave, Waltham, MA 02451
Preparer
Sarah Hankins
Phone
7818567165
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“In Kind Income”

Form 990-EZ, Part I, Line 16

“Description;Amount^Depreciation;900|Business fees permits and insurance;4175|Program materials and supplies;3086|Professional development travel and dues;306^Total;8467^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Accounts Receivable;10930^Total;10930^”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0510 Moody St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waltham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002453
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nadene Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kaveri Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Beth Toolan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Peacock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Darcy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Berlineda Pierre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt08585
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010930
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08467
IRS990EZ/OtherRevenueTotalAmt09300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Healthy Waltham's purpose is to improve the health of people who live, work and learn in Waltham by promoting healthy eating and active living with the goal of decreasing rates of obesity and related chronic diseases. We implement this work by initiating and sustaining community collaborations, and by providing educational programs, resources and materials.
IRS990EZ/PrintingPublicationsPostageAmt01461
IRS990EZ/ProgramServiceRevenueAmt021147
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Policy and infrastructure changes designed to facilitate and encourage healthy eating, active living, and the prevention of obesity and related chronic diseases.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Direct educational programming to Waltham children, families and other groups. Support of local gardens and technical assistance, as well as providing workshops.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121075
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121075
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt092301
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123963
IRS990EZ/TotalProgramServiceExpensesAmt053575
IRS990EZ/TotalRevenueAmt093401
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.healthy-waltham.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0201237
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0201237
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0201237
IRS990ScheduleA/TotalSupportAmt0201237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In Kind Income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Depreciation;900|Business fees permits and insurance;4175|Program materials and supplies;3086|Professional development travel and dues;306^Total;8467^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Accounts Receivable;10930^Total;10930^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Pam Hess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07818914700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Healthy Waltham
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0461174988
ReturnHeader/Filer/PhoneNum07818914700
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 Moody St
ReturnHeader/Filer/USAddress/CityNm0Waltham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SM Hankins Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Seminole Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waltham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07818567165
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Hankins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-11T14:49:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,039
Liabilities
$0
Net assets
$42,039
Revenue
$93,401
Expenses
$123,963
Net income
-$30,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.53$0.88$2.68$2.64$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.54$0.83$3.27$3.44$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.02$1.00$3.77$3.33$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.05$0.54$0.63$0.41$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$0.44$0.16$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.02$0.04$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.04$0.03$0.14$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.04$0.01$0.12$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.09$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.15$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.09$0.06$0.03