2025-07-14T11:04:08-04:00 2024-12-31 010493997 ONE RIVER CPAS 46 FIRSTPARK DRIVE OAKLAND ME 049635362 990 2024-01-01 223278800 BARTLETT WOODS INC BART 2075966477 20 BARTLETT DRIVE ROCKLAND ME 04841 J MICHAEL LANE BOARD CHAIR 2075931259 2025-06-26 true true GARY W SMITH CPA P00338460 2078731603 2025-07-14 2024 2025-03-06 01:10:19Z J MICHAEL LANE 20 BARTLETT DRIVE ROCKLAND ME 04841 3237322 false X WWW.BARTLETTWOODS.COM X 1998 ME TO PROVIDE HIGH QUALITY HOUSING AND ASSISTED LIVING SERVICES TO ADULTS OVER THE AGE OF 55. 6 6 52 7 0 62200 327656 2658433 2823344 36346 46544 -28688 39778 2728291 3237322 0 0 1655970 1736818 0 0 1168706 1198797 2824676 2935615 -96385 301707 5585615 6078713 5500135 5620795 85480 457918 X IT IS THE MISSION OF BARTLETT WOODS TO PROVIDE HIGH QUALITY HOUSING, ASSISTED LIVING SERVICES, ACCESS TO HEALTH-CARE AND RECREATIONAL OPPORTUNITIES TO ADULTS OVER THE AGE OF 55 WHO DESIRE SUCH SERVICES WITHIN A PEACEFUL, ACCOMMODATING, AND FRIENDLY LIVING ENVIRONMENT. WE WILL PROVIDE SUCH HOUSING AND SERVICE WITH A FOCUS OF ENHANCING THE SELF-SUFFICIENCY AND QUALITY OF LIFE FOR EACH INDIVIDUAL RESIDENT BY DEMONSTRATING THE UTMOST CONCERN FOR INDEPENDENCE, DIGNITY, AND INDIVIDUAL CHOICE. false false 2509767 2823344 BARTLETT WOODS IS A 58 UNIT ONE AND TWO BEDROOM APARTMENT BUILDING IN THE CITY OF ROCKLAND, ME. BARTLETT WOODS PROVIDES FOR THE HOUSING, HEALTHCARE, AND FINANCIAL SECURITY NEEDS OF THE ELDERLY AND DISABLED PERSONS 55 YEARS OF AGE PLUS ON A NON-PROFIT BASIS IN A MANNER WHICH WILL SUPPORT AND CONTRIBUTE TO THE RESIDENTS' CONTINUED GOOD HEALTH, SECURITY, AND USEFULNESS WITHIN THE COMMUNITY. BARTLETT WOODS OFFERS AFFORDABLE INDEPENDENT HOUSING FOR SENIORS 55+ AT AN EVERYDAY LOW COST. THIS ENCOMPASSES ALL EMPLOYEES, ADMINISTRATION, CLERICAL, DIETARY, AND ACTIVITIES. BARTLETT WOODS OFFERS ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING ON AN ALA`CARTE BASIS. THE ORGANIZATION IS LICENSED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES IN THE STATE OF MAINE. BARTLETT WOODS IS LICENSED AS AN ASSISTED LIVING PROGRAM TYPE II AND PROVIDES SERVICES TO ASSIST 35 RESIDENTS WITH ACTIVITIES OF DAILY LIVING, ESCORTS, REMINDERS, AND MEDICATION ADMINISTRATION MANAGEMENT. THIS ARRANGEMENT MAKES BARTLETT WOODS UNIQUE IN A WAY THAT DOES NOT SEPARATE THE RESIDENTS NEEDING ASSISTANCE FROM THE RESIDENTS WHO LIVE INDEPENDENTLY. THIS IS CARRIED OUT BY OUR HEALTHCARE EMPLOYEES. 2509767 true true false false false false false false false false true false false true false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 7 0 52 true false false false false false false false false false false false false false false X 6 6 false false false false false false false true false false false true true true true true true true false false X X KELLY OSBORN 2075966477 20 BARTLETT DRIVE ROCKLAND ME 04841 KELLY OSBORN EXECUTIVE DI 40.00 X 71920 0 2158 MARY EADS EXECUTIVE DI 40.00 X 79178 0 5263 J MICHAEL LANE BOARD CHAIR 2.00 X X 0 0 0 MARION GRANT SECRETARY 0.40 X X 0 0 0 JOSEE SHELLEY TREASURER 0.60 X X 0 0 0 JAMES BRANNAN ESQ BOARD MEMBER 0.30 X 0 0 0 WILLIAM CHASE BOARD MEMBER 0.30 X 0 0 0 W KEVIN OLEHNIK MD BOARD MEMBER 0.30 X 0 0 0 151098 7421 false false false SOLARLOGIX 18 SEARSPORT AVE BELFAST ME 04915 CONSTRUCTION 105322 1 327656 14000 327656 RENTAL INCOME 531110 2623797 2623797 TENANT SERVICES 531110 198589 198589 GUEST MEALS 531110 958 958 2823344 46544 46544 MISCELLANEOUS INCOME 34300 34300 STAFF APPRECIATION FUNDS 5478 5478 39778 3237322 2863122 46544 158519 31704 126815 1341052 1209011 132041 119665 104061 15604 117582 97652 19930 10172 2189 7983 2771 2301 470 48546 48546 895 895 24014 24014 9761 8107 1654 16064 13341 2723 159827 142231 17596 2147 2147 181544 178332 3212 297536 297536 69547 57759 11788 REPAIRS & MAINTENANCE 153913 128968 24945 FOOD & NUTRITION SERVICES 150703 150703 TELEPHONE 18457 15329 3128 OTHER EXPENSES 18051 14991 3060 34849 28496 6353 2935615 2509767 425848 0 231888 150019 938548 722978 49478 344276 54912 51640 8905746 4885233 3868784 4020513 442005 789287 5585615 6078713 376157 551287 1679 2115 5122299 5067393 5500135 5620795 X 85480 457918 85480 457918 5585615 6078713 X 301707 70731 X false true X true false X 234308 16000 732898 62200 327656 1373062 2267875 2270733 2457084 2682136 2863122 12540950 2502183 2286733 3189982 2744336 3190778 13914012 5393 5393 5393 5393 13908619 7844 4297 4208 36346 46544 99239 7844 4297 4208 36346 46544 99239 2510027 2291030 3194190 2780682 3237322 14013251 0.99250 0.99540 0.01000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189300 189300 6861044 3656688 3204356 1342175 770564 571611 513227 457981 55246 4020513 DEBT SERVICE RESERVE FUND 328500 CONSTRUCTION IN PROGRESS 297322 U.S. BANK MHHEFA BOND LOAN DEPOSITS 163465 789287 X 3237322 3237322 3237322 2935615 2935615 2935615 SCHEDULE D, PAGE 3, PART X BARTLETT WOODS, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS CONSIDERED NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1) OF THE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). MANAGEMENT BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS WITH THE INTERNAL REVENUE SERVICE THAT REQUIRE DISCLOSURE IN ITS FINANCIAL STATEMENTS. A ME HEALTH & HIGHER EDUC FAC AUTHO 010314384 56044RUP5 2019-11-06 5679923 CONSTRUCTION false false true A 5679923 328500 79233 5272190 false false true true A false false false false false false false A false false false false false false false false false A false PURPOSE OF ISSUE DESCRIPTION ME HEALTH & HIGHER EDUC. FAC. AUTHOR CONSTRUCTION FORM 990 - ORGANIZATION'S MISSION IT IS THE MISSION OF BARTLETT WOODS TO PROVIDE HIGH QUALITY HOUSING, ASSISTED LIVING SERVICES, ACCESS TO HEALTH-CARE AND RECREATIONAL OPPORTUNITIES TO ADULTS OVER THE AGE OF 55 WHO DESIRE SUCH SERVICES WITHIN A PEACEFUL, ACCOMMODATING, AND FRIENDLY LIVING ENVIRONMENT. WE WILL PROVIDE SUCH HOUSING AND SERVICE WITH A FOCUS OF ENHANCING THE SELF-SUFFICIENCY AND QUALITY OF LIFE FOR EACH INDIVIDUAL RESIDENT BY DEMONSTRATING THE UTMOST CONCERN FOR INDEPENDENCE, DIGNITY, AND INDIVIDUAL CHOICE. FORM 990, PAGE 2, PART III, LINE 4A BARTLETT WOODS IS A 58 UNIT ONE AND TWO BEDROOM APARTMENT BUILDING IN THE CITY OF ROCKLAND, ME. BARTLETT WOODS PROVIDES FOR THE HOUSING, HEALTHCARE, AND FINANCIAL SECURITY NEEDS OF THE ELDERLY AND DISABLED PERSONS 55 YEARS OF AGE PLUS ON A NON-PROFIT BASIS IN A MANNER WHICH WILL SUPPORT AND CONTRIBUTE TO THE RESIDENTS' CONTINUED GOOD HEALTH, SECURITY, AND USEFULNESS WITHIN THE COMMUNITY. BARTLETT WOODS OFFERS AFFORDABLE INDEPENDENT HOUSING FOR SENIORS 55+ AT AN EVERYDAY LOW COST. THIS ENCOMPASSES ALL EMPLOYEES, ADMINISTRATION, CLERICAL, DIETARY, AND ACTIVITIES. BARTLETT WOODS OFFERS ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING ON AN ALA`CARTE BASIS. THE ORGANIZATION IS LICENSED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES IN THE STATE OF MAINE. BARTLETT WOODS IS LICENSED AS AN ASSISTED LIVING PROGRAM TYPE II AND PROVIDES SERVICES TO ASSIST 35 RESIDENTS WITH ACTIVITIES OF DAILY LIVING, ESCORTS, REMINDERS, AND MEDICATION ADMINISTRATION MANAGEMENT. THIS ARRANGEMENT MAKES BARTLETT WOODS UNIQUE IN A WAY THAT DOES NOT SEPARATE THE RESIDENTS NEEDING ASSISTANCE FROM THE RESIDENTS WHO LIVE INDEPENDENTLY. THIS IS CARRIED OUT BY OUR HEALTHCARE EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 8B COMMITTEES CANNOT ACT WITHOUT A BOARD APPROVAL FIRST. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR, BOARD CHAIR, AND THE TREASURER OF THE BOARD REVIEW THE RETURN PREPARED BY THE ACCOUNTANTS BEFORE THE RETURN IS FILED. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS TO REVIEW SUBSEQUENT TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A DOCUMENT STATING THEY ARE FAMILIAR WITH THE POLICY AND ARE IN COMPLIANCE WITH THE POLICY. THIS IS COMPLETED BY THE EXECUTIVE DIRECTOR AT THE ANNUAL BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD APPROVES THE EXECUTIVE DIRECTORS SALARY ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 THE PRIOR PERIOD ADJUSTMENT OF 70,731 RESULTS FROM THE ORGANIZATION'S RESTATEMENT OF SELECT 2023 BALANCES TO ACCOUNT FOR DEPOSITS HELD IN TRUST AND ACCRUED INTEREST RELATED TO BOND OBLIGATIONS.