WESTBRIDGE INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTBRIDGE INC (EIN 52-2324227)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349101006
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T09:42:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842138208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENCHANSKY & COII PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ELM ST SUITE 302 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522324227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTBRIDGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 6036344446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 CHESTNUT ST | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA GEIB | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6036344446 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C PLANTE CPA | PreparerPersonNm |
| PTIN | P00643348 | PTIN |
| Phone | 6036472400 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,868,518 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,342,573 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,013 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,013 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,398 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,281,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,281,771 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,710,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,013 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,292,784 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $772,651 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,808,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,969,940 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,591,666 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $880,666 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $378,709 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $470,572 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $127,337 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $54,758 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $67,893 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $170,462 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $73,303 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $97,159 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $659,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $283,572 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $273,571 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,929 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $1,260 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,660 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $148,204 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $63,732 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $457,389 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $196,689 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $248,498 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $87,388 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $37,579 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,133 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,208 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $519 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $541,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $232,723 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $313,988 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,657,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,292,784 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,114,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,657,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,292,784 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,114,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,149,318 | CashBOYAmt |
| Cash EOY | $1,571,017 | CashEOYAmt |
| Cash EOYFMV | $1,571,017 | CashEOYFMVAmt |
| Acct Rcvbl | $390,383 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $125,483 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $320,270 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $264,900 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $264,900 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $295,540 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $293,522 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $295,540 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $295,540 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $132,366 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $101,125 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $101,125 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $109,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,137,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,137,396 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,103,628 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,841,024 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,301,259 | LandBOYAmt |
| Land EOY | $1,262,604 | LandEOYAmt |
| Land EOYFMV | $1,262,604 | LandEOYFMVAmt |
| Other Assets BOY | $288,192 | OtherAssetsBOYAmt |
| Other Assets EOY | $235,936 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $235,936 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,594,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,868,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,868,518 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $668,398 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $835,719 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $239,601 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $239,601 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $5,881,752 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,905,780 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,789,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,981,100 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$1,195,288 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$1,112,582 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$1,195,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,112,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,594,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,868,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$1,195,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,133 | OtherIncreasesAmt |
| Subtotal | -$1,112,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,112,582 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2006-07-24 | RulingLetterDt |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WESTBRIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | ORGANIZATION | IndividualWithBooksNm |
| Phone | 6036344446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 CHESTNUT ST | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALFRED P WEST | ||||||||
| 1 FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | CHAIR | 5.00 | $0 | $0 | $0 |
| LORALEE WEST | ||||||||
| 12 GREENBRIAR LANE | PAOLI | PA | 19301 | VICE CHAIR | 5.00 | $0 | $0 | $0 |
| WILLIAM DORAN | ||||||||
| 1701 MARKET ST | PHILADELPHIA | PA | 19103 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DAVID SCHUSLER | ||||||||
| 187 BOARD AVE | NAPLES | FL | 34102 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FRANK MCKEEE | ||||||||
| 940 WEST SPROUL RD | SPRINGFILED | PA | 19064 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PALMER WEST | ||||||||
| 1 FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT DRAKE | ||||||||
| 1 WILDWOOD DRIVE | LEBANON | NH | 03784 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TERESA GEIB | ||||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03101 | TREASURER | 40.00 | $149,518 | $34,835 | $0 |
| STEVEN BERRY | ||||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03101 | CHIEF EXECUT | 40.00 | $623,133 | $1,119 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| DELIA CIMPEAN HENDRICK | |||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03101 | MEDICAL DIRE | 40.00 | $360,058 | $28,710 |
| DANIEL KING | |||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03104 | IT DIRECTOR | 40.00 | $124,329 | $21,004 |
| ALEXANDRA HALE | |||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03104 | NURSE PRACTI | 40.00 | $131,446 | $10,719 |
| JENIFER VILLANDRY | |||||||
| 660 CHESTNUT ST | MANCHESTER | NH | 03104 | DIR BUSINESS | 40.00 | $121,163 | $5,732 |
| ROBIN PINARD | |||||||
| 660 CHESTNUT ST | MAMNCHESTER | NH | 03104 | DIR OF ADMIS | 40.00 | $105,474 | $20,587 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 660 CHESTNUT STREET LLC | |||||
| 1662 ELM ST | MANCHESTER | NH | 03103 | RENT | $179,252 |
| CAUSEWAY CONSULTING | |||||
| 557 GROTON ST | DUNSTABLE | MA | 01827 | CEO | $152,550 |
| BHS GROUPS LLC | |||||
| 3856 OAKTON ST 200 | SKOKIE | IL | 60076 | PROFESSIONAL | $96,554 |
| MORGAN LEWIS & BOKUS | |||||
| PO BOX 8500 S-6050 | PHILADELPHIA | PA | 19178 | LEGAL | $96,040 |
| ROBERT HALF | |||||
| PO BOX 743295 | LOAS ANGELES | CA | 90074 | ACCOUNTING | $70,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROMOTE THE RECOVERY OF ADULTS AND FAMILIES LIVING WITH CO - OCCURING SUBSTANCE ABUSE DISORDERS AND PSYCHOTIC AND/OR AFFECTIVE ILLNESS. | Description1Txt |
| Expenses1 | $7,657,182 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,114,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,114,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $4,114,140 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $4,114,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,114,140 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,114,140 | CurrentYearAmt |
| Year1 | $3,586,101 | Year1Amt |
| Year2 | $2,296,981 | Year2Amt |
| Year3 | $4,440,609 | Year3Amt |
| Total | $14,437,831 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,114,140 | CurrentYearAmt |
| Year1 | $3,586,101 | Year1Amt |
| Year2 | $2,296,981 | Year2Amt |
| Year3 | $4,440,609 | Year3Amt |
| Total | $14,437,831 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM SERVICE INCOME | $3,219,522 |
| LESS SCHOLARSHIP & | |
| INSURANCE ADJUSTMENT | |
| RELATED RENTAL INCOME | $43,200 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,013 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,398 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $2,159 |
| FINANCE CHARGE | $16,890 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,368,182 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,368,182 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | TREATMENT PROVIDED TO PROMOTE THE RECOVERY OF PERSONS |
| 1B | CO-OCCURENCE SUBSTANCE USE DISORDER AND PSYCHOTIC OR AFFECTIVE ILLNESS |
| 11A | MISCELANEOUS INCOME IN CONNECTED WITH EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WESTBRIDGE RECOVERY OPPURTUNITY FUN | ||||||
| 1 | 660 CHESTNUT ST | MANCHESTER | NH | 03104 | $297,943 | Yes (X) |
| ALFRED P WEST III IRR TRUST | ||||||
| 2 | 2021 SPERRY AVENUE SUITE 3 | VENTURA | CA | 93003 | $4,042,105 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $170,462 | Amt |
| Net Investment Income | $10,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,303 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $97,159 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | OFFICE 2002 XP BOSTON | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2002-11-18 | AcquiredCompletedOrExpendedDt |
| Amortized | $470 | AmortizedAmt |
| Deduction For Prior Years | $470 | DeductionForPriorYearsAmt |
| Amortization Period | 36.0000 | AmortizationPeriodRt |
| Total Amortization | $470 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BOOK DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $680,653 | PriorYearDepreciationAmt |
| Current Year Expense | $148,204 | CurrentYearExpenseAmt |
| Adjusted Net Income | $63,732 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 2007 HONDA PILOT | 2007-06 | PURCHASE | 2024-06 | $6,460 | $34,799 | $6,460 | $34,799 |
| SEI | PURCHASE | $68,938 | $68,938 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,137,396 | EOYBookValueAmt |
| EOYFMV | $2,137,396 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIXED ASSETS | $3,909,120 | $2,841,024 | $1,068,096 | $1,068,096 |
| $194,508 | $194,508 | $194,508 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $127,337 | LegalFeesAmt |
| Adjusted Net Income | $54,758 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,893 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $516 | $516 | $516 |
| PREPAID RE TAX | $8,016 | $8,016 | $8,016 |
| LOAN COSTS | $11,704 | -$198 | -$198 |
| PREPAID INSURANCE | $89,077 | $89,029 | $89,029 |
| CONTRACT ADJUSTMENT | $178,879 | $138,573 | $138,573 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL PROPERTY | |||
| CORPORATION EXPENSE | |||
| INSURANCE | |||
| TRAVEL | |||
| TELECOMMUNICATIONS | |||
| HUMAN RESOURCES | |||
| UTILITIES | |||
| CONTRACT LABOR | |||
| DEPRECIATION | |||
| EXPENSES | |||
| ADVERTISING | $16,422 | $7,062 | $9,360 |
| AMORTIZATION ADJ | $11,859 | $5,118 | $6,784 |
| BAD DEBT | $27,528 | $11,838 | $15,690 |
| BANK AND CREDIT CARD PROCESSI | $10,055 | $4,324 | $5,731 |
| CORPORATION EXPENSE | $3,084 | $1,326 | $625 |
| DUES AND SUBSRIPTIONS | $9,564 | $4,113 | $5,451 |
| EQUIPMENT RENTAL | $7,452 | $3,205 | $4,927 |
| FOOD & SUNDRIES | $73,841 | $31,754 | $46,250 |
| GIFTING | $676 | $291 | $385 |
| INSURANCE | $142,124 | $61,117 | $80,959 |
| LICENSES & FEES | $14,750 | $6,343 | $2,287 |
| MISCELLANEOUS | -$2,696 | -$1,159 | -$1,548 |
| MARKETING | $49,999 | $21,501 | $28,498 |
| MEDICAL SUPPLIES | $19,834 | $8,529 | $10,040 |
| OFFICE EXPENSES | $29,183 | $12,549 | $14,878 |
| POSTAGE & DELIVERY | $1,617 | $695 | $922 |
| PROGRAM ACTIVITIES | $33,066 | $14,219 | $28,930 |
| SOFTWARE | $76,174 | $32,757 | $44,352 |
| STAFF DEVELOPMENT | $16,610 | $7,141 | $9,467 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM SERVICE INCOME | $3,219,522 | $3,219,522 |
| RELATED RENTAL INCOME | $43,200 | $43,200 |
| OTHER INCOME | $2,159 | $2,159 |
| FINANCE CHARGE | $16,890 | $16,890 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $29,133 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CLIENT EXPENSE FUND | $151,144 | $199,144 |
| NOTES PAYABLE OTHER | $5,694,508 | $5,694,508 |
| SECURITY DEPOSITS HELD | $9,750 | $7,800 |
| LIABILITY HOLDING ACCOUNT | -$752 | |
| DUE TO INSURANCE | $27,094 | $4,307 |
| OTHER | $8 | $21 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WROF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $295,540 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $453,686 | |||
| IT | $807 | |||
| PAYROLL PROCESSING | $15,396 | |||
| BENEFITS ADMIN | $10,755 | |||
| INVESTMENT ADVISORY | $804 | $804 | ||
| HUMAN RESOURC E | $41,000 | |||
| HUMAN RESOURCE ON BOARDING | $5,103 | |||
| CONTRACT LABOR | $131,879 | $283,572 | $273,571 |