GODDARD HOMESTEAD INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GODDARD HOMESTEAD INC (EIN 04-2943796)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201241329349301969
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T12:29:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201260740 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOLBERG EBBELING & BLANCHETTE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 ELM STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 016092573 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042943796 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODDARDHOMESTEAD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GODD | NameControl |
| Phone | 5087534890 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 MAIN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET P NAYLOR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5087534890 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH N STOLBERG CPA | Name |
| PTIN | P00292408 | PTIN |
| Phone | 5083633000 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARGARET P NAYLOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 MAIN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1843575 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GODDARDHOMESTEAD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HOMES AND SUPPORT SERVICES FOR RETIRED AND ELDERLY INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26112 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52627 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1582155 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1440345 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 122109 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71500 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17450 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1747826 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1581272 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 822425 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 828620 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1066237 | OtherExpensePriorYear |
| Other Expenses Current Year | 1048499 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1888662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1877119 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -140836 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -295847 | RevenuesLessExpensesCY |
| Total Assets BOY | 5464695 | TotalAssetsBOY |
| Total Assets EOY | 5050291 | TotalAssetsEOY |
| Total Liabilities BOY | 117917 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 78642 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5346778 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4971649 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HOMES AND SUPPORT SERVICES FOR RETIRED AND ELDERLY INDIVIDUALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1353623 | Expense |
| Revenue | 1461847 | Revenue |
| Description | PROVIDING HOMES AND SUPPORT SERVICES FOR RETIRED AND ELDERLY INDIVIDUALS. | Description |
| Total Program Service Expense | 1353623 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET P NAYLOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5087534890 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 MAIN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER G MEHNE | |||||||
| PRESIDENT/TRUSTEE | 2.00 | X | X | 0 | 0 | 0 | |
| RICHARD V KESSELI | |||||||
| VICE PRESIDENT/ASST. TREAS | 2.00 | X | X | 0 | 0 | 0 | |
| PAUL J BRANEY | |||||||
| TREASURER/TRUSTEE | 2.00 | X | X | 0 | 0 | 0 | |
| MARCIA A PRIESTLEY | |||||||
| CLERK/TRUSTEE | 2.00 | X | X | 0 | 0 | 0 | |
| DAVID C BUCKLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERIC M DUNPHY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HELEN D FIFIELD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRENDAN C HERLIHY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN F HIRBOUR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FRANKLIN S JUNE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JANET WILSON MOORE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES M O'COIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD A SHEILS JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JUDITH H OVERDORF | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROGER L DUBUQUE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NELSON J EZEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS V ROUVINA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN F WOODS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARGARET P NAYLOR | |||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 111442 | 0 | 12557 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 111442 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12557 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE HEALTHCARE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 MAIN STREET | AddressLine1 |
| City | STURBRIDGE | City |
| State | MA | State |
| ZIP Code | 01515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | BUILDING CLEANING | DescriptionOfServices |
| Compensation | 161157 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 52627 | AllOtherContributions |
| Total Contributions | 52627 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTIAL REVENUE | 900099 | 1425845 | 1425845 |
| ADMISSION FEES | 900099 | 14500 | 14500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1440345 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49998 | TotalRevenueColumn |
| Exclusion | $49,998 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16800 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16800 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16800 | TotalRevenueColumn |
| Exclusion | $16,800 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 283805 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 262303 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21502 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21502 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21502 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1581272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1461847 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $66,798 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101442 | Total |
| Management And General | 101442 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607806 | Total |
| Program Services | 558364 | ProgramServices |
| Management And General | 49442 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119372 | Total |
| Program Services | 75961 | ProgramServices |
| Management And General | 43411 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75517 | Total |
| Management And General | 75517 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24667 | Total |
| Management And General | 24667 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121110 | Total |
| Program Services | 121110 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76302 | Total |
| Management And General | 76302 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT SERVICES | 168599 | 168599 | |
| UTILITIES | 137564 | 112593 | 24971 |
| REPAIRS & MAINTENANCE | 132305 | 132305 | |
| FOOD & DAIRY | 99091 | 99091 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213344 | Total |
| Program Services | 85600 | ProgramServices |
| Management And General | 127744 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1877119 | Total |
| Program Services | 1353623 | ProgramServices |
| Management And General | 523496 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318146 | BOY |
| EOY | 196239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6348903 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4651756 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1716376 | BOY |
| EOY | 1697147 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1470595 | BOY |
| EOY | 1270263 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1959578 | BOY |
| EOY | 1886642 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5464695 | BOY |
| EOY | 5050291 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117917 | BOY |
| EOY | 78642 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117917 | BOY |
| EOY | 78642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4734976 | BOY |
| EOY | 4396636 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611802 | BOY |
| EOY | 575013 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5346778 | BOY |
| EOY | 4971649 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5464695 | BOY |
| EOY | 5050291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -295847 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -79282 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20173 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24475 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52167 | CurrentTaxYear |
| Total | 171481 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1575550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1711735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1600295 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1582155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1440345 | CurrentTaxYear |
| Total | 7910080 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1667 | CurrentTaxYearMinus2Years |
| Current Tax Year | 460 | CurrentTaxYear |
| Total | 2127 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1595723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1760289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1626437 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1608267 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1492972 | CurrentTaxYear |
| Total | 8083688 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 8083688 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 129633 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32465 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76809 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66797 | CurrentTaxYear |
| Total | 369123 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 129633 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32465 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76809 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66797 | CurrentTaxYear |
| Total | 369123 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1725356 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1792754 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1703246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1671686 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1559769 | CurrentTaxYear |
| Total | 8452811 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04510 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179572 | OtherCostOrOtherBasis |
| Book Value | 179572 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5566841 | OtherCostOrOtherBasis |
| Depreciation | 4135336 | Depreciation |
| Book Value | 1431505 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64614 | OtherCostOrOtherBasis |
| Depreciation | 54115 | Depreciation |
| Book Value | 10499 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 537876 | OtherCostOrOtherBasis |
| Depreciation | 462305 | Depreciation |
| Book Value | 75571 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1697147 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN SUBSIDIARY | 1311629 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 575013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1886642 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $77,472 |
| CASH DEFICIT | $1,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 78642 | TotalOfAmounts |
| Total Revenue | 1581272 | TotalRevenue |
| Total Expenses | 1877119 | TotalExpenses |
| Excess Or Deficit For Year | -295847 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -42493 | NetUnrealizedGLOnInvestments |
| Other | -$36,789 | OtherAmount |
| Total Adjustments | -79282 | TotalAdjustments |
| Excess Or Deficit Per FS | -375129 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1658418 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -42491 | NetUnrealizedGainsInvestments |
| Other Revenues | 142002 | OtherRevenues |
| Revenue Not Rptd F990 | 99511 | RevenueNotRptdF990 |
| Revenue Subtotal | 1558907 | RevenueSubtotal |
| Other Revenues Not Included | 22365 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22365 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1581272 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1888484 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 130512 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 130512 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1757972 | ExpensesSubtotal |
| Other Expenses Not Included | 119147 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 119147 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1877119 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | BENEFICIAL INTEREST IN PERPETUAL TRUST -36,789. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | 2011 ACCOUNTS RECEIVABLE 134,861. 2011 INTEREST RECEIVABLE 7,141. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | 2010 ACCOUNTS RECEIVABLE 15,331. 2010 INTEREST RECEIVABLE 7,034. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | 2011 ACCOUNTS PAYABLE 26,231. 2011 ACCRUED EXPENSES 24,875. 2011 ACCRUED PAYROLL 14,815. 2011 ACCRUED PAYROLL TAXES 1,719. 2011 ALLOWANCE FOR DOUBTFUL COLLECTIONS 28,170. 2010 PREPAID INSURANCE 33,928. 2010 OTHER RECEIVABLES 774. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | 2010 ACCOUNTS PAYABLE 36,822. 2010 ACCRUED EXPENSES 39,674. 2010 ACCRUED PAYROLL 5,565. 2010 ACCRUED PAYROLL TAXES 634. 2011 PREPAID INSURANCE 36,452. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND ALL ATTACHMENTS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | QU 15A AND 15B. THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER KEY OFFICERS ARE APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART X, LINE 24F | SUPPLIES: PROGRAM SERVICE EXPENSES 73,644. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,644. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,459. MANAGEMENT AND GENERAL EXPENSES 62,356. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,815. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,739. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,739. MOTOR VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,588. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,588. BAD DEBTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,607. MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,040. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,040. PROGRAM ACTIVITIES: PROGRAM SERVICE EXPENSES 8,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,497. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,385. COLLECTION FEE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,873. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,873. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -844. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -42,493. BENEFICIAL INTEREST IN PERPETUAL TRUST -36,789. TOTAL TO FORM 990, PART XI, LINE 5: -79,282. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C: | NO CHANGES FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 7-17 YOUNG STREET PROPERTIES INC | |||||||||
| 1199 MAIN STREET | WORCESTER | MA | 01603 | 200451597 | REAL ESTATE RENTALS | MA | 501(C)2 | GODDARDHOMESTEAD INC | 0 |
| 1213 MAIN STREET PROPERTIES INC | |||||||||
| 1199 MAIN STREET | WORCESTER | MA | 01603 | 200451656 | REAL ESTATE RENTALS | MA | 501(C)2 | GODDARDHOMESTEAD INC | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| 1213 MAIN STREET PROPERTIES INC | ||
| D | 470546 | U.S. GAAP |
| 1213 MAIN STREET PROPERTIES INC | ||
| N | 36638 | U.S. GAAP |
| 7-17 YOUNG STREET PROPERTIES INC | ||
| D | 763742 | U.S. GAAP |
| 7-17 YOUNG STREET PROPERTIES INC | ||
| N | 40703 | U.S. GAAP |