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Nonprofit · EIN 22-3278800

BARTLETT WOODS INC

Also known as BARTLETT HOUSE

Tax-exempt · ROCKLAND, ME 04841

Financials

$2.7M$2.8M2023$3.2M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of BARTLETT WOODS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,237,322$2,935,615$301,707$6,078,713$5,620,795$457,918
December 31, 2023990$2,728,291$2,824,676-$96,385$5,585,615$5,500,135$85,480
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$327,656
Program service revenue
$2,823,344
Investment income
$46,544
Other revenue
$39,778

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$158,519
Other salaries and wages
$1,341,052
Salaries, compensation and benefits (total)
$1,736,818
Professional fundraising fees
$0
Legal fees
$2,771
Accounting fees
$48,546
Occupancy
$159,827
Travel
$2,147
Depreciation
$297,536
Program services (functional)
$2,509,767
Management and general (functional)
$425,848

Balance sheet and other

Total assets, start of year
$5,585,615
Total assets, end of year
$6,078,713
Total liabilities, end of year
$5,620,795
Net assets, end of year
$457,918
Land, buildings and equipment
$4,020,513
Net assets without donor restrictions
$457,918
Gross receipts
$3,237,322
Employees
52
Volunteers
7
Year formed
1998
State of legal domicile
ME

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARY EADSEXECUTIVE DI
Officer
40$79,178$5,263
KELLY OSBORNEXECUTIVE DI
Officer
40$71,920$2,158
J MICHAEL LANEBOARD CHAIR
Trustee or director, Officer
2$0$0
MARION GRANTSECRETARY
Trustee or director, Officer
0.4$0$0
JOSEE SHELLEYTREASURER
Trustee or director, Officer
0.6$0$0
JAMES BRANNAN ESQBOARD MEMBER
Trustee or director
0.3$0$0
WILLIAM CHASEBOARD MEMBER
Trustee or director
0.3$0$0
W KEVIN OLEHNIK MDBOARD MEMBER
Trustee or director
0.3$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
MARY EADSEXECUTIVE DI
Officer
40$154,502$4,635
J MICHAEL LANEBOARD CHAIR
Trustee or director, Officer
2$0$0
MARION GRANTSECRETARY
Trustee or director, Officer
0.4$0$0
JOSEE SHELLEYTREASURER
Trustee or director, Officer
0.6$0$0
JAMES BRANNAN ESQBOARD MEMBER
Trustee or director
0.3$0$0
WILLIAM CHASEBOARD MEMBER
Trustee or director
0.3$0$0
W KEVIN OLEHNIK MDBOARD MEMBER
Trustee or director
0.3$0$0

Address and contacts

Address (IRS master file)
20 BARTLETT DRIVE, ROCKLAND, ME 04841-2267
In care of
% RITA WEST
Principal officer (990 for 2024)
J MICHAEL LANE, 20 BARTLETT DRIVE, ROCKLAND, ME 04841
Signed the 990
J MICHAEL LANE, BOARD CHAIR
Phone
(207) 596-6477
Return prepared by
ONE RIVER CPAS

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $2,509,767 · revenue $2,823,344

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-3278800
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
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,078,713
Income (IRS master file)
$3,237,322

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,237,322$2,935,615$6,078,713XML
990December 2023$2,728,291$2,824,676$5,585,615XML
990December 2022$3,194,190$2,559,902$5,886,687IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 22-3278800).

Questions about BARTLETT WOODS INC

What is the EIN of BARTLETT WOODS INC?
The employer identification number (EIN) of BARTLETT WOODS INC is 22-3278800.
Is BARTLETT WOODS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BARTLETT WOODS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BARTLETT WOODS 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 BARTLETT WOODS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BARTLETT WOODS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BARTLETT WOODS INC?
The 990 for the year ended December 31, 2024 names J MICHAEL LANE.
Who are the officers and directors of BARTLETT WOODS INC?
The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $79,178 (MARY EADS, EXECUTIVE DI).
How much revenue does BARTLETT WOODS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,237,322, expenses of $2,935,615 and total assets of $6,078,713 at year end.

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