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Pine Oaks III INC FY2023 filing

Tax-deductible

Harwich, MA501(c)(3)Since 1996Housing EIN 04-3329757Revenue $667K in FY2023

On file with the IRS300 Leightons Ln, 02645-2861 · Harwich, MATax-exempt since Feb 1997Publicly supported charity — 170(b)(1)(A)(vi)

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To provide affordable low income housing for the elderly.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $70K a year · 10% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$653K
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$667K
-0.1% vs prior year
Spent
$785K
To programs
69%
Net assets
$3.3M
By yearFY2020–FY2025
Revenue
$667K
FY2023-0.1%
Tap a bar for its year
Revenue by fiscal year
FY2020$627K
FY2021$613K
FY2022$668K
FY2023$667K
FY2024$855K
FY2025$853K
Expenses
$785K
FY2023▼ -0.7%
Tap a bar for its year
Expenses by fiscal year
FY2020$703K
FY2021$779K
FY2022$791K
FY2023$785K
FY2024$816K
FY2025$832K
Net assets
$3.3M
FY2023▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.7M
FY2021$3.6M
FY2022$3.5M
FY2023$3.3M
FY2024$3.4M
FY2025$3.4M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $539K Management & general 31% · $246K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Robert Doane
Vice Preside
$0Pt VII · Sec A
Forrest Eaton
Treasurer
$0Pt VII · Sec A
Debra Bassett
Assistant Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Pine Oaks III INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides affordable housing for low-income seniors.

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Provided by the organization

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1 program · $539K · in their own filed words · FY2023
01

Provided affordable low income housing for the elderly.

$539Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$667K
Ln 12
Fees for servicesLn 2g$388K
Gifts and grantsLn 1h$278K
Investment incomeLn 3$779
Money outPt IX
$785K
Ln 25
Programscol B$539K
Managementcol C$246K
Owns and owesPt X
$3.3M
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$4.0M
LiabilitiesLn 26$653K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$278K
Government grantsLn 1e$278K
Fees for servicesLn 2g$388K
Investment incomeLn 3$779
Total revenueLn 12$667K
Assets in detailPt X, end of year
CashLn 1$8K
Cash and savings togetherLn 1–2$8K
Land, buildings, equipmentLn 10c$3.9M
Other assetsLn 15$102K
Total assetsLn 16$4.0M
LiabilitiesLn 26$653K
Net assetsLn 32$3.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$23K$8K
Land, buildings, equipmentLn 10c$4.0M$3.9M
Total assetsLn 16$4.1M$4.0M
LiabilitiesLn 26$659K$653K
Net assetsLn 32$3.5M$3.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$154K$59K$95K
Payroll taxesLn 10$25K$25K
Management feesLn 11a$64K$64K
Legal feesLn 11b$754$754
Accounting feesLn 11c$13K$13K
Advertising and promotionLn 12$793$793
Office expensesLn 13$16K$16K
OccupancyLn 16$116K$116K
Depreciation, depletion and amortizationLn 22$157K$157K
InsuranceLn 23$67K$67K
Other expenses (24a–d)Ln 24$133K$77K$56K
All other expensesLn 24e$38K$37K$1K
Total functional expensesLn 25$785K$539K$246K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $853K$832K$20K$3.4M 990 PDF
FY2024 $855K$816K$39K$3.4M 990 PDF
FY2023 Viewing $667K$785K−$118K$3.3M 990 PDF
FY2022 $668K$791K−$123K$3.5M 990 PDF
FY2021 $613K$779K−$165K$3.6M 990 PDF
FY2020 $627K$703K−$75K$3.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $667,046 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $287,357$277,930
I-9 Program service revenuePrior year $357,196$388,337
I-10 Investment incomePrior year $226$779
I-11 Other revenuePrior year $23,061$0
I-12 Total revenuePrior year $667,840$667,046
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $172,710$178,997
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $617,875$605,964
I-18 Total expensesPrior year $790,585$784,961
I-19 Revenue less expensesPrior year −$122,745−$117,915
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $667,046 across 5 lines filed
VIII-1e Government grants$277,930
VIII-1h Total contributions, gifts and grants$277,930
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $388,337$388,337
VIII-3 Investment incomeExcluded from tax $779$779
VIII-12 Total revenueRelated to mission $388,337 · Excluded from tax $779$667,046
Part IX · Statement of functional expenses $784,961 across 12 lines filed
IX-7 Other salaries and wagesPrograms $58,718 · Management $94,964$153,682
IX-10 Payroll taxesPrograms $25,315$25,315
IX-11a Management feesManagement $63,782$63,782
IX-11b Legal feesManagement $754$754
IX-11c Accounting feesManagement $13,400$13,400
IX-12 Advertising and promotionManagement $793$793
IX-13 Office expensesManagement $15,684$15,684
IX-16 OccupancyPrograms $116,246$116,246
IX-22 Depreciation, depletion and amortizationPrograms $156,687$156,687
IX-23 InsurancePrograms $67,417$67,417
IX-24 Other expenses (24a–d)Programs $77,341 · Management $55,869$133,210
IX-24e All other expensesPrograms $36,854 · Management $1,137$37,991
IX-25 Total functional expensesPrograms $538,578 · Management $246,383 · Fundraising $0$784,961
Part X · Balance sheet $3,997,008 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $23,134$8,292
X-4 Accounts receivableStart of year $2,814$23,340
X-9 Prepaid expenses and deferred chargesStart of year $6,453$8,832
X-10c Land, buildings and equipment, netStart of year $3,965,189$3,854,076
X-15 Other assetsStart of year $123,527$102,468
X-16 Total assetsStart of year $4,121,117$3,997,008
X-17 Accounts payable and accrued expensesStart of year $55,236$46,483
X-26 Total liabilitiesStart of year $659,387$653,193
X-28 Net assets with donor restrictionsStart of year $3,461,730$3,343,815
X-32 Total net assets or fund balancesStart of year $3,461,730$3,343,815
X-33 Total liabilities and net assetsStart of year $4,121,117$3,997,008
Part XI · Reconciliation of net assets $3,343,815 net assets at year end
XI-1 Total revenue$667,046
XI-2 Total expenses$784,961
XI-3 Revenue less expenses−$117,915
XI-4 Net assets at start of year$3,461,730
XI-10 Net assets at end of year$3,343,815

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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