Civic Intelligence

Winchester Seniors Association Trust

EIN 51-0196372 • 501(c)3 • Winchester, MA

Profile

This trust was organized exclusively for the benefit of the winchester seniors association to own and maintain a building for senior activities.

109 Skillings RoadWinchester, MA 01890-2884

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,032,223

Down $52,400 (-1.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$3,032,223

Down $52,400 (-1.7%) from 2024

Revenue

Down

$119,577

Down $133,312 (-53%) from 2024

Expenses

Down

$115,111

Down $25,780 (-18%) from 2024

Net Income

Down

$4,466

Down $107,532 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $932,328Liabilities 2010: $0Net Assets 2010: $932,3282010Assets 2011: $980,329Liabilities 2011: $0Net Assets 2011: $980,3292011Assets 2012: $994,673Liabilities 2012: $0Net Assets 2012: $994,6732012Assets 2013: $1,041,474Liabilities 2013: $0Net Assets 2013: $1,041,4742013Assets 2014: $1,087,369Liabilities 2014: $0Net Assets 2014: $1,087,3692014Assets 2015: $1,306,098Liabilities 2015: $0Net Assets 2015: $1,306,0982015Assets 2016: $3,074,501Liabilities 2016: $0Net Assets 2016: $3,074,5012016Assets 2017: $3,222,844Liabilities 2017: $0Net Assets 2017: $3,222,8442017Assets 2018: $3,145,680Liabilities 2018: $0Net Assets 2018: $3,145,6802018Assets 2019: $3,102,569Liabilities 2019: $0Net Assets 2019: $3,102,5692019Assets 2020: $2,907,757Liabilities 2020: $0Net Assets 2020: $2,907,7572020Assets 2021: $3,133,762Liabilities 2021: $0Net Assets 2021: $3,133,7622021Assets 2022: $3,155,391Liabilities 2022: $0Net Assets 2022: $3,155,3912022Assets 2023: $2,957,689Liabilities 2023: $0Net Assets 2023: $2,957,6892023Assets 2024: $3,084,623Liabilities 2024: $0Net Assets 2024: $3,084,6232024Assets 2025: $3,032,223Liabilities 2025: $0Net Assets 2025: $3,032,2232025

Highlighted filing

2025

Assets$3,032,223
Liabilities$0
Net Assets$3,032,223

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $10,394Expenses 2010: $46,201Net Income 2010: -$35,8072010Expenses 2011: $45,7412011Expenses 2012: $48,2352012Expenses 2013: $49,7892013Revenue 2014: $34,793Expenses 2014: $46,097Net Income 2014: -$11,3042014Revenue 2015: $217,551Expenses 2015: $51,592Net Income 2015: $165,9592015Revenue 2016: $1,097,551Expenses 2016: $53,764Net Income 2016: $1,043,7872016Revenue 2017: $151,734Expenses 2017: $55,773Net Income 2017: $95,9612017Revenue 2018: $18,225Expenses 2018: $135,013Net Income 2018: -$116,7882018Revenue 2019: $58,024Expenses 2019: $114,674Net Income 2019: -$56,6502019Revenue 2020: $12,540Expenses 2020: $119,887Net Income 2020: -$107,3472020Revenue 2021: $65,357Expenses 2021: $109,888Net Income 2021: -$44,5312021Revenue 2022: $71,652Expenses 2022: $107,360Net Income 2022: -$35,7082022Revenue 2023: $30,800Expenses 2023: $129,854Net Income 2023: -$99,0542023Revenue 2024: $252,889Expenses 2024: $140,891Net Income 2024: $111,9982024Revenue 2025: $119,577Expenses 2025: $115,111Net Income 2025: $4,4662025

Highlighted filing

2025

Revenue$119,577
Expenses$115,111
Net Income$4,466

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$0.12$0.12$0.00
2024Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$0.25$0.14$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.03$0.13$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.07$0.11$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.07$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.01$0.12$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.06$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.02$0.14$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.15$0.06$0.10
2016Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$1.10$0.05$1.04
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.22$0.05$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.01$0.05$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$165,975
Mission and Program Overview

Mission

This trust was organized exclusively for the benefit of the winchester seniors association to own and maintain a building for senior activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,087,768$2,066,890▼ $20,878
Investments in Publicly Traded Securities$882,567$864,809▼ $17,758
Savings and Temporary Cash Investments$61,920$46,613▼ $15,307
Prepaid Expenses and Deferred Charges$10,448$27,719▲ $17,271
Cash and Non-Interest-Bearing Accounts$41,920$26,192▼ $15,728
Total Assets$3,084,623$3,032,223▼ $52,400
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,084,623$3,032,223▼ $52,400
Total Net Assets Fund Balance$3,084,623$3,032,223▼ $52,400
Total Liabilities and Net Assets / Fund Balance$3,084,623$3,032,223▼ $52,400

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,057,107$745,653$2,802,760
Buildings$0$1,219,960$1,219,960
Other Land Buildings$4,120$171,953$176,073
Equipment$5,663$13,007$18,670
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$20,400
Program Service Revenue
$0
Investment Income
$99,177
Other Revenue
$0
All Other Contributions
$20,400
Change in Net Assets
$4,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$77,423--$77,423
Insurance$17,569--$17,569
Fees for Services Other$5,639$5,689-$11,328
Other Expenses$4,865--$4,865
Fees for Services Accounting$3,645--$3,645
Conferences and Meetings$281--$281
Total Functional Expenses$109,422$5,689$0$115,111
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
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

At a meeting of the board of the winchester seniors association trust the form 990 prepared by its outside accountants is reviewed by the trustees prior to the form being filed. There is an opportunity for questions to be raised at this meeting.

Form 990, Part VI, Section C, Line 19

The organization's form 990 is available online for viewing at www.guidestar.org, a website used to rate non-profits for potential donors. The form 990 is also available at the massachusetts attorney general's division of public charities website and a copy is maintained at the organization's physical location at 109 skillings road, winchester, ma.

Filing and Contact Details

Filer

Filer Name
Winchester Seniors Association Trust
EIN
51-0196372
Phone
7817217136
Address
109 SKILLINGS ROAD, WINCHESTER, MA 01890-2884

Signing Officer

Name
Douglas Marmon
Title
Treasurer
Phone
7817290097
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ellen Rourke-falvey
Formed
1976
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Stone & Company LLC
Address
57 BEDFORD ST STE 225, LEXINGTON, MA 02420
Preparer
Diane West CPA
Phone
7818636300
Raw XML Appendix383 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05414
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100814
IRS990ScheduleA/TotalSupportAmt0149339
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01219960
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01219960
IRS990ScheduleD/EquipmentGrp/BookValueAmt05663
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013007
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018670
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02057107
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0745653
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02802760
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04120
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0171953
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0176073
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02066890
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT A MEETING OF THE BOARD OF THE WINCHESTER SENIORS ASSOCIATION TRUST THE FORM 990 PREPARED BY ITS OUTSIDE ACCOUNTANTS IS REVIEWED BY THE TRUSTEES PRIOR TO THE FORM BEING FILED. THERE IS AN OPPORTUNITY FOR QUESTIONS TO BE RAISED AT THIS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE FORM 990 IS ALSO AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE AND A COPY IS MAINTAINED AT THE ORGANIZATION'S PHYSICAL LOCATION AT 109 SKILLINGS ROAD, WINCHESTER, MA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WINCHESTER SENIORS ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042605467
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING SENIOR SERVICES IN THE TOWN OF WINCHESTER, MASSACHUSETTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0109 SKILLINGS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WINCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001890
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WINCHESTER SENIORS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03084623
IRS990/TotalAssetsEOYAmt03032223
IRS990/TotalAssetsGrp/BOYAmt03084623
IRS990/TotalAssetsGrp/EOYAmt03032223
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109422
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03084623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03032223
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109422
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013066
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03084623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03032223
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0109 SKILLINGS ROAD
IRS990/USAddress/CityNm0WINCHESTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001890
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS MARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07817290097
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINCHESTER SENIORS ASSOCIATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WINC
ReturnHeader/Filer/EIN0510196372
ReturnHeader/Filer/PhoneNum07817217136
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 SKILLINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0018902884
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833019782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt057 BEDFORD ST STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002420
ReturnHeader/PreparerPersonGrp/PhoneNum07818636300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE WEST CPA
ReturnHeader/ReturnTs02025-07-31T11:11:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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