Nonprofit · EIN 02-0506456
PENACOOK ASSISTED LIVING FACILITY INC
Also known as J H WHITAKER PLACE ASSISTED LIVING
Tax-exempt · PENACOOK, NH 03303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $4,131,923 | $4,115,852 | $16,071 | $5,589,754 | $6,406,932 | -$817,178 |
| June 30, 2025 | 990 | $4,131,711 | $4,090,751 | $40,960 | $5,749,340 | $6,582,589 | -$833,249 |
| June 30, 2024 | 990 | $3,891,859 | $3,856,386 | $35,473 | $5,879,635 | $6,753,844 | -$874,209 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $18,952
- of which government grants
- $15,000
- Program service revenue
- $4,049,864
- Investment income
- $50,934
- Other revenue
- $12,173
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $136,334
- Other salaries and wages
- $1,899,144
- Salaries, compensation and benefits (total)
- $2,547,040
- Professional fundraising fees
- $0
- Legal fees
- $6,715
- Accounting fees
- $12,250
- Occupancy
- $253,778
- Travel
- $2,674
- Depreciation
- $378,318
- Program services (functional)
- $3,979,518
- Management and general (functional)
- $136,334
Balance sheet and other
- Total assets, start of year
- $5,749,340
- Total assets, end of year
- $5,589,754
- Total liabilities, end of year
- $6,406,932
- Net assets, end of year
- -$817,178
- Land, buildings and equipment
- $2,896,654
- Net assets without donor restrictions
- -$817,178
- Gross receipts
- $4,131,923
- Employees
- 76
- Volunteers
- 2
- Year formed
- 1999
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY HOWLAND | EXECUTIVE DI Officer | 40 | $136,334 | $3,164 |
| GAIL DRAGON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAELA DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE GOODRICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB HORTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK KENISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MEREDITH KOLODZE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINE LAROCQUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENISE MARTEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AKI MATHIEU | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE RECORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TANYA ROCHETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LESLIE WALKER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JERRY WALLS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2025: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY HEIN | EXECUTIVE DI Officer | 40 | $128,504 | $7,323 |
| GAIL DRAGON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAELA DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE GOODRICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB HORTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK KENISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINE LAROCQUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENISE MARTEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AKI MATHIEU | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE RECORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TANYA ROCHETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LESLIE WALKER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JERRY WALLS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY HEIN | EXECUTIVE DI Officer | 40 | $127,847 | $7,252 |
| BJ ENTWISLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DICK FORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE GOODRICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB HORTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK KENISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINE LAROCQUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN LASCELLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENISE MARTEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AKI MATHIEU | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE RECORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TANYA ROCHETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LESLIE WALKER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JERRY WALLS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 BOROUGH RD, PENACOOK, NH 03303-1918
- In care of
- % PENA
- Principal officer (990 for 2025)
- LESLIE WALKER, SIX BICENTENNIAL SQUARE, CONCORD, NH 03301
- Signed the 990
- CHRISTINE RECORD, SECRETARY
- Phone
- (603) 753-9100
- Website
- WHITAKERPLACE.ORG
- Return prepared by
- KITTELL BRANAGAN & SARGENT
Mission
THE PURPOSES OF THE CORPORATION SHALL BE TO ASSIST IN THE DEVELOPMENT AND MANAGEMENT OF ADULT HEALTH CARE FACILITIES AND SERVICES FOR PERSONS AGE 55 AND OLDER IN NEED OF CARE ASSISTANCE AND TO PROVIDE OTHER AND FURTHER SERVICES AS ARE DESIRABLE TO PROMOTE THE SOCIAL WELFARE OF THE CITIZENS OF THE STATE OF NEW HAMPSHIRE.
Program accomplishments
- QUALITY ASSISTED CARE COMMUNITY WHICH PROVIDES AFFORDABLE LIVING FOR FRAIL, ELDERLY CITIZENS.Expenses $3,979,518 · revenue $4,062,036
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0506456
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $5,589,754
- Income (IRS master file)
- $4,131,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $4,131,923 | $4,115,852 | $5,589,754 | XML |
| 990 | June 2025 | $4,131,711 | $4,090,751 | $5,749,340 | XML |
| 990 | June 2024 | $3,891,859 | $3,856,386 | $5,879,635 | XML |
| 990 | June 2023 | $3,717,378 | $3,720,868 | $5,955,545 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0506456).
Questions about PENACOOK ASSISTED LIVING FACILITY INC
- What is the EIN of PENACOOK ASSISTED LIVING FACILITY INC?
- The employer identification number (EIN) of PENACOOK ASSISTED LIVING FACILITY INC is 02-0506456.
- Is PENACOOK ASSISTED LIVING FACILITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to PENACOOK ASSISTED LIVING FACILITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PENACOOK ASSISTED LIVING FACILITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENACOOK ASSISTED LIVING FACILITY INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENACOOK ASSISTED LIVING FACILITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of PENACOOK ASSISTED LIVING FACILITY INC?
- The 990 for the year ended June 30, 2026 names LESLIE WALKER.
- Who are the officers and directors of PENACOOK ASSISTED LIVING FACILITY INC?
- The 990 for the year ended June 30, 2026 lists 14 people; 1 received compensation from the organization, the highest $136,334 (AMY HOWLAND, EXECUTIVE DI).
- How much revenue does PENACOOK ASSISTED LIVING FACILITY INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $4,131,923, expenses of $4,115,852 and total assets of $5,589,754 at year end.
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