NICHOLS VILLAGE INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLS VILLAGE INC (EIN 04-3578370)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349101415
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T07:22:28-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043578370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLS VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 9783724509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 KING STREET | AddressLine1Txt |
| City | GROVELAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018341231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CAMMETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9783724509 | PhoneNum |
| Signature | 2018-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY F HAGAN CPA | PreparerPersonNm |
| PTIN | P00365920 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,535,000 | 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 | $1,255,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,398 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,398 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $3,115,635 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $3,115,635 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $6,000 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $6,000 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $134,198 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $134,196 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,518,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,257,229 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,257 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $108,347 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,257 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $838,157 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $838,157 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $838,157 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $149,036 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $149,036 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $149,036 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,800 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $9,983 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $9,983 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $9,983 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $419,265 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $419,265 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $419,265 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,001,383 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,001,383 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $370,647 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $370,647 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $370,647 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,192,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,192,057 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,192,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,100,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,099,675 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,099,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,100,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,099,675 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,099,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $417,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $450 | CashBOYAmt |
| Cash EOY | $450 | CashEOYAmt |
| Cash EOYFMV | $450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,246,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,341,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,341,509 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,403 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,978 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,403 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,403 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,288 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,845 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,845 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,325,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,185,617 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,697,725 | LandBOYAmt |
| Land EOY | $26,139,414 | LandEOYAmt |
| Land EOYFMV | $28,155,478 | LandEOYFMVAmt |
| Other Assets BOY | $21,328 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,315 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,315 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,994,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,518,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,535,000 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $189,894 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $2,297 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $6,829 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $1,012,545 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $20,616,566 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,656,110 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,746,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,852,833 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,248,157 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,666,103 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,248,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,666,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,994,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,518,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,248,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $417,946 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,666,103 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,666,103 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,953,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,080,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.419836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,868,954 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,080,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.378974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,791,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,621,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.366265 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,725,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,257,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.435558 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,880,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,133,950 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.469565 | DistributionYr5Rt |
| Total Distribution | 4.070198 | TotalDistributionRt |
| Average Distribution | 0.814040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,988,800 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,618,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,619,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,099,402 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $62 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62 | SubtotalAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $62 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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.NICHOLS-VILLAGE.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY COMMUNITY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783742160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PHOENIX ROW | AddressLine1Txt |
| City | HAVERHILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01832 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD N CAMMETT | ||||||||
| 18 KING ST | GROVELAND | MA | 01834 | PRES, TREAS | 2.00 | $0 | $0 | $0 |
| LISA A HAYDEN | ||||||||
| 15 ROGERS STREET | WEST NEWBURY | MA | 01985 | CLERK | 0.50 | $0 | $0 | $0 |
| SUSAN V CAMMETT | ||||||||
| 24 OAK ST 7 | AMESBURY | MA | 01913 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANICE E LANE | ||||||||
| 3395 SUGAR VALLEY TRAIL | ALPHARETTA | GA | 30022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID B CAMMETT | ||||||||
| 24 OAK ST 7 | AMESBURY | MA | 01913 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHEN C HAYDEN | ||||||||
| 15 ROGERS ST | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOANNE N HAYDEN | ||||||||
| 76TH STREET | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RICHARD N CAMMETT JR | ||||||||
| 21 SALISBURY STREET | WORCESTER | MA | 01609 | DIRECTOR | 0.50 | $0 | $0 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA DURKIN | ||||||||
| ONE NICHOLS WAY | GROVELAND | MA | 01834 | EXECUTIVE DIR. | 35.00 | $93,309 | $7,932 | $0 |
| DAVID STANDEN | ||||||||
| ONE NICHOLS WAY | GROVELAND | MA | 01834 | MAINTENANCE DIRECTOR | 35.00 | $91,707 | $7,753 | $0 |
| JAMES DINGES | ||||||||
| ONE NICHOLS WAY | GROVELAND | MA | 01834 | CHEF/MGR. | 35.00 | $72,095 | $0 | $0 |
| BRENDA BURKHOLDER | ||||||||
| ONE NICHOLS WAY | GROVELAND | MA | 01834 | MARKETING | 35.00 | $66,833 | $1,977 | $0 |
| ROBERT POTHIER | ||||||||
| ONE NICHOLS WAY | GROVELAND | MA | 01834 | MAINTENANCE | 35.00 | $52,651 | $1,517 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bethany Community Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-12 Phoenix Row | AddressLine1Txt |
| City | Haverhill | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management Services | ServiceTypeTxt |
| Compensation | $157,938 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Nichols Village provided services for the elderly, includinghousing, meals and activities. | Description1Txt |
| Expenses1 | $3,099,402 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,645,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,019,086 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,019,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,988,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,099,402 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,099,402 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,099,340 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,880,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,725,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,791,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,868,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,954,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,220,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,099,402 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $3,099,402 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,320,043 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,880,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,439,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,725,686 | ExcessFromYear4Amt |
| Excess From Year3 | $2,791,603 | ExcessFromYear3Amt |
| Excess From Year2 | $2,868,986 | ExcessFromYear2Amt |
| Excess From Year1 | $2,954,013 | ExcessFromYear1Amt |
| Excess From Current Year | $3,099,402 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Food services | $34,168 |
| Salon income | $15,585 |
| Maintenance fees | $446 |
| Activities and transportation | $2,011 |
| LRT Incom | $81,950 |
| Miscellaneous | $36 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | $7,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-refundable deposits | Desc |
| Related Or Exempt Function Incm | $6,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $140,696 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,094 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Income generated by providing meals for elderly residents. |
| b | Income generated by providing beauty salon services for elderly residents. |
| c | Non-routine maintenance and improvements of residential living space |
| c | upon resident request. |
| d | Transportation for activities for elderly residents. |
| e | Income earned from LRT Units to cover operational costs of the facility. |
| f | Income generated from resident services. |
| 11a | Application fees to provide senior living to elderly people. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N WOODBURN NICHOLS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 KING STREE | AddressLine1Txt |
| City | GROVELAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10.188 ACRE LOT IN GROVELAND, MASSACHUSETTS. | NoncashPropertyDesc |
| Fair Market Value | $55,000 | FairMarketValueAmt |
| Received | 2017-07-27 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 2004 DODGE RAM 2500 | AssetDesc |
| Acquired | 2011-11 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2017-11 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM DINGES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $500 | GrossSalesPriceAmt |
| Basis | $18,899 | BasisAmt |
| Basis Method | FMV | BasisMethodTxt |
| Total Net | $500 | TotalNetAmt |
| Accumulated Depreciation | $18,899 | AccumulatedDepreciationAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| Land | $1,577,843 | $1,577,843 | |
| Buildings | $36,533,932 | $24,093,900 | $12,440,032 |
| Building equipment | $307,536 | $119,764 | $187,772 |
| Furniture | $403,854 | $28,924 | $374,930 |
| Office equipment | $156,343 | $384 | $155,959 |
| Motor vehicles | $105,000 | $94,500 | $10,500 |
| Kitchen equipment | $46,124 | $39,205 | $6,919 |
| Maintenance equipment | $22,474 | $12,969 | $9,505 |
| Construction in Progress | $171,925 | $171,925 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM MANAGEMENT COMPANY | $983 | $5,315 | $5,315 |
| REAL ESTATE TAX ABATEMENT RECEIVABLE | $20,345 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM MANAGEMENT COMPANY | $983 | $5,315 | $5,315 |
| REAL ESTATE TAX ABATEMENT RECEIVABLE | $20,345 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM MANAGEMENT COMPANY | $983 | $5,315 | $5,315 |
| REAL ESTATE TAX ABATEMENT RECEIVABLE | $20,345 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Management fees | $157,938 | $157,938 | $157,938 |
| Telephone | $10,684 | $10,684 | $10,684 |
| Maintenance | $326,860 | $326,860 | $326,860 |
| Office expense | $43,329 | $43,329 | $43,329 |
| Marketing | $125,684 | $125,684 | $125,684 |
| Snow removal | $63,276 | $63,276 | $63,276 |
| Insurance | $58,098 | $58,098 | $58,098 |
| Food | $274,574 | $274,574 | $274,574 |
| Supplies | $53,241 | $53,241 | $53,241 |
| Resident services | $55,675 | $55,675 | $55,675 |
| Activities | $22,698 | $22,698 | $22,698 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FOOD SERVICES | $34,170 | $34,168 |
| BEAUTY SALON | $15,585 | $15,585 |
| ACTIVITIES AND TRANSPORTATION | $2,011 | $2,011 |
| MISCELLANEOUS FEES AND SERVICES | $446 | $446 |
| MISCELLANEOUS | $36 | $36 |
| LRT INCOME | $81,950 | $81,950 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Security deposit liability | $103,746 | $108,702 |
| Lifetime refundable tenant deposit | $20,471,820 | $20,498,408 |
| Priority deposits | $41,000 | $49,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Security deposit liability | $103,746 | $108,702 |
| Lifetime refundable tenant deposit | $20,471,820 | $20,498,408 |
| Priority deposits | $41,000 | $49,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Real estate | $339,174 | $339,174 | $339,174 |
| Payroll | $80,091 | $80,091 | $80,091 |
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