Whittier Home Association
Nonprofit profile at a glance
- EIN
- 046147852
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Amesbury, MA, USA
- Phone
- 9783881337
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Residential Care & Adult Day Programs
Reported finances
- Revenue
- $60,251
- Expenses
- $54,656
- Assets
- $447,450
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Anne Ferguson (President)
- Joanne Sullivan (Vice President)
- Erica McAvoy (Executive Director)
People named in this filing
- Anne Ferguson (President)
- Joanne Sullivan (Vice President)
- Mary Agnes Chatigny (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Preservation of historic home
Operating model
- Revenue model
- Donor-supported. 93% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 55
- Transparency & Controls: 100
- Sustainability: 61
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.1%; rating input score 53
- Program expense ratio: 58.3%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 9.3%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 8.19; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 53.1% of revenue deployed · 58.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $32K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 53/100.
- Review — Financial Efficiency: Program expense ratio scored 58/100.
- Review — Sustainability: Operating margin scored 59/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.