2025-07-14T13:27:11-05:00 2025-03-31 460799858 BARRETT & SCIBELLI LLC 8 WINCHESTER PLACE 301 WINCHESTER MA 01890 990 2024-04-01 042605467 WINCHESTER SENIORS ASSOCIATION INC WINC 7817297136 109 SKILLINGS ROAD WINCHESTER MA 01890 ANNE HOFFMAN FINANCE COMMITTEE CHAIR 7817293881 2025-07-08 1 1 CHRISTOPHER J BARRETT CPA P00634437 7815702273 2025-07-08 2024 2025-03-06 01:10:19Z CHARLIE PRICE 109 SKILLINGS ROAD WINCHESTER MA 01890 1403417 0 X WWW.JENKSCENTER.ORG X 1976 MA TO PROMOTE THE WELL-BEING OF WINCHESTER SENIOR CITIZENS, TO CONDUCT AND PARTICIPATE IN ALL ACTIVITIES THAT BENEFIT WINCHESTER SENIOR CITIZENS AND TO DO AND PERFORM ANY AND ALL ACTS THAT MAY BE DONE LAWFULLY BY A CHARITABLE ORGANIZATION UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. 12 12 14 0 0 0 158801 117113 131953 113806 144641 549995 0 0 435395 780914 0 0 0 0 259841 260684 0 0 6849 303190 268704 563031 529388 -127636 251526 7849779 7951201 15243 16892 7834536 7934309 X TO PROMOTE THE WELL-BEING OF WINCHESTER SENIOR CITIZENS, TO CONDUCT AND PARTICIPATE IN ALL ACTIVITIES THAT BENEFIT WINCHESTER SENIOR CITIZENS AND TO DO AND PERFORM ANY AND ALL ACTS THAT MAY BE DONE LAWFULLY BY A CHARITABLE ORGANIZATION UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. 0 0 4458 0 NEWSLETTERS AND BULLETINS MAILED TO WINCHESTER SENIORS 55 YEARS OR OLDER. 372529 498527 EVENTS, PROGRAMS & ACTIVITIES INCLUDING TRIPS, SEWING, BRIDGE, LINE DANCING, CHESS, CRIBBAGE, MAH JONG EXERCISE, AND MORE. 105025 MAINTENANCE AND UPKEEP OF A CENTER IN THE TOWN OF WINCHESTER TO PROVIDE SOCIAL, RECREATIONAL AND EDUCATIONAL SERVICES TO THE SENIOR POPULATION. 482012 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X ANNE HOFFMAN 7817297136 109 SKILLINGS ROAD WINCHESTER MA 01890 X ANNE HOFFMAN TREASURER 10.00 X X 0 0 0 FELICITY TUTTLE SECRETARY 10.00 X X 0 0 0 EILEEN MORRIS SENIOR VICE PRESIDENT 10.00 X X 0 0 0 CHARLIE PRICE PRESIDENT 10.00 X X 0 0 0 CAROL KELLER DIRECTOR 5.00 X 0 0 0 RONALD LATANISION DIRECTOR 5.00 X 0 0 0 MELODIE WING DIRECTOR 5.00 X 0 0 0 DAN QUINN DIRECTOR 5.00 X 0 0 0 ELIZABETH BRODBINE GHONIEM DIRECTOR 5.00 X 0 0 0 PATRICK HALL DIRECTOR 5.00 X 0 0 0 KAREN MCLEAVE MURRAY DIRECTOR 5.00 X 0 0 0 MEI MEI WANG DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 117113 117113 PROGRAM REVENUE 624110 113806 113806 113806 165274 165274 1007224 622503 384721 384721 384721 780914 498527 0 165274 X 236784 236784 3318 3318 20582 20582 6000 6000 601 601 9887 9887 23474 2339 21135 PROGRAM/EVENTS 80363 80363 UTILITIES 35761 35761 REPAIRS AND MAINTENANCE 34580 34580 CLIENT OUTINGS 18679 18679 59359 39719 12791 6849 529388 482012 40527 6849 77611 37968 19309 11045 148615 94296 63178 54319 7689681 7847869 7849779 7951201 15243 16892 15243 16892 X 7774459 7895932 60077 38377 7834536 7934309 7849779 7951201 251526 -114002 -37752 0 X 1 X 0 1 0 X 144451 183261 111925 158801 117113 715551 144451 183261 111925 158801 117113 715551 715551 98323 110266 116733 144474 165274 635070 1350621 570650 0.52980 0.55650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7689681 435941 240000 37753 7847869 6534714 1428016 240000 33049 7689681 7189574 -525509 98035 31316 6534714 7023282 413695 212138 35265 7189574 4705361 2437038 91289 27828 7023282 0 0 81566 34439 47127 67049 59857 7192 54319 X PART V, LINE 4: TO ASSIST IN FINANCING MAJOR CAPITAL OR BUDGETARY EXPENDITURES OR TO BE PLEDGED AS COLLATERAL FOR MONIES BORROWED BY THE ORGANIZATION FOR ANY SUCH PURPOSES. PART X, LINE 2: WSA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). WSA IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONTRIBUTIONS MADE TO THE LSO ARE DEDUCTIBLE BY DONORS AS PROVIDED IN SECTION 170 OF THE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA PRESCRIBE THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. A LIABILITY FOR UNCERTAIN TAX POSITIONS IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. WSA HAS REVIEWED ITS TAX POSITIONS THAT REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS AND THUS HAS NOT RECORDED ANY LIABILITY AT MARCH 31, 2025. WSA'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED RETURNS STATUTES. IN GENERAL, THE FEDERAL AND STATE TAX RETURNS HAVE A THREE-YEAR STATUTE OF LIMITATION FROM THE DATE THE TAX RETURNS WERE DUE OR FILED, WHICHEVER IS LATER. WSA IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2022 AND HAS NO OPEN EXAMINATIONS AS OF THE DATE OF THESE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 ALL RESIDENTS OF WINCHESTER AGE 55 AND OLDER, FORMER RESIDENTS WHO LIVED IN WINCHESTER FOR 5 OR MORE YEARS, AND OTHERS AT THE DISCRETION OF THE BOARD ARE MEMBERS OF THE WINCHESTER SENIORS ASSOCIATION, AS STATED IN ARTICLE 3 OF THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY AT THE ANNUAL MEETING. AS STATED IN THE BY-LAWS OF THE ORGANIZATION, A QUORUM OF 25 MEMBERS IS REQUIRED TO ELECT THE OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND UPON REQUEST TO OTHER MEMBERS OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE WINCHESTER SENIORS ASSOCIATION DIRECTORS CODE OF ETHICS REQUIRES THAT EACH MEMBER ON AN ANNUAL BASIS SIGN A DOCUMENT THAT THEY HAVE NO CONFLICTS OF INTEREST WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE ORGANIZATION REVIEWS THE PERFORMANCE OF THE PROGRAM MANAGER AND FACILITIES MANAGER. RECOMMENDATIONS FOR COMPENSATION ARE MADE TO THE FINANCE AND AUDIT COMMITTEE FOR INCLUSION IN NEXT YEAR'S BUDGET, WHICH IN TURN IS APPROVED BY THE ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE FORM 990 IS ALSO AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE AND A COPY IS MAINTAINED AT THE ORGANIZATION'S PHYSICAL LOCATION AT 109 SKILLINGS ROAD, WINCHESTER, MA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE ORGANIZATION'S PHYSICAL LOCATION AT 109 SKILLINGS ROAD, WINCHESTER, MA. FORM 990, PART IX, LINE 24E COMPLEMENTARY BEVERAGES : PROGRAM SERVICE EXPENSES 10,464. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,464. LANDSCAPING: PROGRAM SERVICE EXPENSES 7,837. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,837. SUPPLIES: PROGRAM SERVICE EXPENSES 7,723. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,723. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,849. TOTAL EXPENSES 6,849. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,382. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,382. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 5,084. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,084. POSTAGE: PROGRAM SERVICE EXPENSES 4,458. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,458. COMPUTER AND SOFTWARE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,304. BANK FEES: PROGRAM SERVICE EXPENSES 3,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,444. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,105. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,105. PERMITS AND LICENSES: PROGRAM SERVICE EXPENSES 584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 584. FILING FEES: PROGRAM SERVICE EXPENSES 125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125. WINCHESTER SENIORS ASSOCATION TRUST 109 SKILLINGS ROAD WINCHESTER MA 01890 510196372 PROVIDE A BUILDING FOR WINCHESTER SENIORS ASSOCATION, INC MA 501(C)(3) LINE 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0