Civic Intelligence

Rogerson Communities Inc

990 • Fiscal year 2014 • EIN 04-2104319

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileROGERSON.ORG

View Organization Page

One Florence StreetBoston, MA 02131

(617) 469-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.08x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.25x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

88th percentile

$420,442

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.2%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$24,570,627

Up $4,526,503 (+23%) from 2013

Net Assets

Up

$22,507,977

Up $4,950,517 (+28%) from 2013

Liabilities

Down

$2,062,650

Down $424,014 (-17%) from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin74th percentile

Revenue

Up

$8,136,728

Up $547,314 (+7.2%) from 2013

Expenses

Up

$6,989,398

Up $93,850 (+1.4%) from 2013

Net Income

Up

$1,147,330

Up $453,464 (+65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $15,749,137Liabilities 2010: $1,842,572Net Assets 2010: $13,906,5652010Assets 2011: $20,501,502Liabilities 2011: $4,298,455Net Assets 2011: $16,203,0472011Assets 2012: $19,858,047Liabilities 2012: $3,035,069Net Assets 2012: $16,822,9782012Assets 2013: $20,044,124Liabilities 2013: $2,486,664Net Assets 2013: $17,557,4602013Assets 2014: $24,570,627Liabilities 2014: $2,062,650Net Assets 2014: $22,507,9772014Assets 2015: $27,590,763Liabilities 2015: $2,350,065Net Assets 2015: $25,240,6982015Assets 2016: $30,773,977Liabilities 2016: $2,405,255Net Assets 2016: $28,368,7222016Assets 2017: $34,473,115Liabilities 2017: $2,882,802Net Assets 2017: $31,590,3132017Assets 2018: $33,896,635Liabilities 2018: $1,717,658Net Assets 2018: $32,178,9772018Assets 2019: $36,775,907Liabilities 2019: $1,607,722Net Assets 2019: $35,168,1852019Assets 2020: $41,817,463Liabilities 2020: $3,811,593Net Assets 2020: $38,005,8702020Assets 2021: $47,463,639Liabilities 2021: $4,725,400Net Assets 2021: $42,738,2392021Assets 2022: $43,709,915Liabilities 2022: $2,487,653Net Assets 2022: $41,222,2622022Assets 2023: $45,887,749Liabilities 2023: $2,142,345Net Assets 2023: $43,745,4042023Assets 2024: $48,861,798Liabilities 2024: $2,386,925Net Assets 2024: $46,474,8732024

Highlighted filing

2014

Assets$24,570,627
Liabilities$2,062,650
Net Assets$22,507,977
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,040,6232010Expenses 2011: $8,414,2822011Expenses 2012: $7,119,7672012Revenue 2013: $7,589,414Expenses 2013: $6,895,548Net Income 2013: $693,8662013Revenue 2014: $8,136,728Expenses 2014: $6,989,398Net Income 2014: $1,147,3302014Revenue 2015: $9,918,781Expenses 2015: $7,248,346Net Income 2015: $2,670,4352015Revenue 2016: $9,612,825Expenses 2016: $7,438,612Net Income 2016: $2,174,2132016Revenue 2017: $9,288,130Expenses 2017: $7,905,710Net Income 2017: $1,382,4202017Revenue 2018: $8,726,674Expenses 2018: $8,425,400Net Income 2018: $301,2742018Revenue 2019: $9,301,969Expenses 2019: $9,311,314Net Income 2019: -$9,3452019Revenue 2020: $7,828,044Expenses 2020: $7,561,607Net Income 2020: $266,4372020Revenue 2021: $10,337,482Expenses 2021: $9,310,040Net Income 2021: $1,027,4422021Revenue 2022: $11,420,307Expenses 2022: $9,877,511Net Income 2022: $1,542,7962022Revenue 2023: $12,673,220Expenses 2023: $11,135,499Net Income 2023: $1,537,7212023Revenue 2024: $14,159,491Expenses 2024: $11,882,956Net Income 2024: $2,276,5352024

Highlighted filing

2014

Revenue$8,136,728
Expenses$6,989,398
Net Income$1,147,330
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$8,363,227
Mission and Program Overview

Mission

Provide residential, recreational, health services and day care facilities for, and to otherwise assist, elderly or low income men and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,224,546$9,627,664▲ $4,403,118
Accounts Receivable$6,423,536$5,918,782▼ $504,754
Investments in Publicly Traded Securities$3,889,883$4,149,625▲ $259,742
Land, Buildings, and Equipment, Net$2,463,262$2,323,377▼ $139,885
Cash and Non-Interest-Bearing Accounts$358,867$1,262,969▲ $904,102
Loans From Officers Directors$1,031,969$505,869▼ $526,100
Pledges and Grants Receivable$267,399$274,579▲ $7,180
Prepaid Expenses and Deferred Charges$51,674$46,763▼ $4,911
Total Assets$20,044,124$24,570,627▲ $4,526,503
Other Assets Total$1,364,957$966,868▼ $398,089
Liabilities
Mortgage Notes Payable Secured by Investment Property$854,352$818,331▼ $36,021
Accounts Payable and Accrued Expenses$559,158$701,977▲ $142,819
Deferred Revenue$33,320$28,608▼ $4,712
Escrow Account Liability$4,540$4,540→ $0
Other Liabilities$3,325$3,325→ $0
Total Liabilities$2,486,664$2,062,650▼ $424,014
Net Assets / Fund Balance
Unrestricted Net Assets$7,247,009$11,967,435▲ $4,720,426
Temporarily Rstr Net Assets$5,366,913$5,401,746▲ $34,833
Permanently Rstr Net Assets$4,943,538$5,138,796▲ $195,258
Total Net Assets Fund Balance$17,557,460$22,507,977▲ $4,950,517
Total Liabilities and Net Assets / Fund Balance$20,044,124$24,570,627▲ $4,526,503

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,067,573$2,344,782$4,412,355
Other Land Buildings$119,258$795,104$914,362
Equipment$71,300$100,585$171,885
Leasehold Improvements$25,246$16,574$41,820
Land$40,000-$40,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,747,920-▲ $293,081$33,339$5,007,662
2013$4,289,019-▲ $594,261$135,360$4,747,920
2012$4,115,833-▲ $318,566$145,380$4,289,019
2011$4,339,695-▼ $31,992$191,870$4,115,833
2010$4,039,617-▲ $368,218$68,140$4,339,695
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James SeaglePresidentFT$420,442$420,442
Laurie TrillingVP OperationsFT$130,400$130,400
Pamela MorrisDirector of Senior LivingFT$127,971$127,971
Chitra SharmaVP FinanceFT$114,457$114,457
Michael KellerVP FinanceFT$112,618$112,618
Cortney BarthVP Development & CommunityFT$105,217$105,217
Michele L KeefeTreasurerFT$104,063$104,063

Board Members and Trustees

NameTitle
BRIT J D'ARBELOFFChair
Cecily O MorseDirector
Colin C SmythDirector
Gary P Kearney MdDirector
John E CupplesDirector
John L Hall IiDirector
Karla ToddDirector
Lloyd C DahmenDirector
Mary J KakasDirector
Ogden M HunnewellDirector
Patricia HillmanDirector
Paula ThierDirector
Carolyn J CampanelliClerk
Mary L RyanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,217,527
Program Service Revenue
$6,472,385
Investment Income
$200,086
Other Revenue
$246,730
All Other Contributions
$1,217,527
Change in Net Assets
$1,147,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,110,921
Revenue Not Reported on Financial Statements
$25,807
Revenue Not Reported on Form 990
$4,165,701
Total Revenue per Audited Statements
$12,276,622
Total Revenue per Form 990
$8,136,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,715,073
Other Expenses$2,274,325
Total Fundraising Expense$198,374
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,727,980$741,929$129,997$3,599,906
Current Officers, Directors, Trustees, and Key Employees$845,065$229,832$40,270$1,115,167
Fees for Services Other$238,287$140,636-$378,923
Depreciation Depletion$148,490$25,149$9,247$182,886
Occupancy$139,825$14,591-$154,416
Information Technology$64,638$63,579$1,850$130,067
Office Expenses$35,023$58,559$12,350$105,932
All Other Expenses$48,232$25,710$4,279$78,221
Fees for Services Accounting$33,175$43,427-$76,602
Interest-$62,909-$62,909
Other Expenses$39,456$4,507-$39,456
Insurance$21,907$13,432-$35,339
Fees for Service Investment Mgmnt Fees-$25,807-$25,807
Travel$6,089$8,090$151$14,330
Conferences and Meetings$1,868$9,799$230$11,897
Advertising$809$2,000-$2,809
Fees for Services Legal-$600-$600
Total Functional Expenses$5,320,468$1,470,556$198,374$6,989,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,529,373
Total Expenses per Form 990$6,989,398
Expenses per Audited Statements$6,963,591
Expenses Not Reported on Form 990$2,565,782
Expenses Not Reported on Financial Statements$25,807
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$346,043
Fundraising Direct Expenses$99,313
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,031,969$505,869▼ $526,100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit Liability$3,325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“One of the officers or directors signs the form 990 after it is reviewed by the treasurer.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, the organization has members fill out a conflict of interest form.”

Form 990, Part VI, Section B, Line 15

“The board of rogerson communities has delegated negotiation of the president's compensation package by the compensation committee. An independent survey of similar organizations in new england will also be conducted periodically by an independent consulting firm. The decisions from this process by the compensation committee and independent sources is then presented in front of the full board for review and approval. The president decides for review and performance measures of each vp on an annual basis. Independent variables such as periodic surveys of similar organizations and other broad parameters are also heavily weighted for officers review and compensation considerations.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Rogerson Communities Inc
EIN
04-2104319
Phone
6174692300
Address
ONE FLORENCE STREET, BOSTON, MA 02131

Signing Officer

Name
James F Seagle Jr
Title
President
Phone
6174692300
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Seagle Jr
Formed
1960
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
284
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
ONE BOSTON PLACE SUITE 500, BOSTON, MA 02108
Preparer
Edward Mcneil
Phone
6176481400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has an audit committee that is responsible for the oversight of the audit as well as the selection of an independent accountant. The process has not changed during the year.”

Financial Statement Notes

PART IV, LINE 2B:

“Rogerson communities, inc. Raises funds on behalf of other non-profit organizations which primarily operate affordable rental housing properties. The funds are to be utilized by the beneficiaries for either capital improvement projects, or to provide working capital, or funds for supportable service programs.”

PART V, LINE 4:

“The organization intends to use the endowment funds in accordance with the donor imposed restrictions placed on those funds. The investment income generated from the endowmwnt is used to further the exempt purpose of the organization.”

PART X, LINE 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition in the consolidated financial statements. Management does not believe its evaluation of tax positions will significantly change within twelve months of december 31, 2014. Any changes in tax positions will be recorded when the ultimate outcome becomes known. The corporation's income tax returns are subject to examination by taxing authorities generally for the years ended december 31, 2010, 2011, 2012 and 2013.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income from entity consolidated for audited financial statement purposes 4,066,388. Reclass of event expenses 99,313.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses from entity consolidated for audited financial statement purposes 2,466,469. Reclass of event expenses 99,313.”

Form 990, Schedule D, Part XII & Part XIII, Line 2D

“The amount on line 2d of both sections xii & xiii represents the effect of the income/expenses as well as eliminating entries for consolidated audit purposes.”

Raw XML AppendixShowing 400 of 744 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0559158
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0701977
IRS990/AccountsReceivableGrp/BOYAmt06423536
IRS990/AccountsReceivableGrp/EOYAmt05918782
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02000
IRS990/AdvertisingGrp/ProgramServicesAmt0809
IRS990/AdvertisingGrp/TotalAmt02809
IRS990/AllOtherContributionsAmt01217527
IRS990/AllOtherExpensesGrp/FundraisingAmt04279
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt025710
IRS990/AllOtherExpensesGrp/ProgramServicesAmt048232
IRS990/AllOtherExpensesGrp/TotalAmt078221
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0CHITRA SHARMA
IRS990/BooksInCareOfDetail/PhoneNum06174695800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE FLORENCE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002131
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0358867
IRS990/CashNonInterestBearingGrp/EOYAmt01262969
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt040270
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0229832
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0845065
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01115167
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0230
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09799
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01868
IRS990/ConferencesMeetingsGrp/TotalAmt011897
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01217527
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0200086
IRS990/CYOtherExpensesAmt02274325
IRS990/CYOtherRevenueAmt0246730
IRS990/CYProgramServiceRevenueAmt06472385
IRS990/CYRevenuesLessExpensesAmt01147330
IRS990/CYSalariesCompEmpBnftPaidAmt04715073
IRS990/CYTotalExpensesAmt06989398
IRS990/CYTotalFundraisingExpenseAmt0198374
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08136728
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt033320
IRS990/DeferredRevenueGrp/EOYAmt028608
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt09247
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt025149
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0148490
IRS990/DepreciationDepletionGrp/TotalAmt0182886
IRS990/Desc0TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO THE ELDERLY AND OTHERS IN NEED IN THE BOSTON AREA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0284
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt04540
IRS990/EscrowAccountLiabilityGrp/EOYAmt04540
IRS990/ExpenseAmt05320468
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt043427
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt033175
IRS990/FeesForServicesAccountingGrp/TotalAmt076602
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesLegalGrp/TotalAmt0600
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0140636
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0238287
IRS990/FeesForServicesOtherGrp/TotalAmt0378923
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025807
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025807
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIT J D'ARBELOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROLYN J CAMPANELLI
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN E CUPPLES
IRS990/Form990PartVIISectionAGrp/PersonNm3LLOYD C DAHMEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN L HALL II
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA HILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6OGDEN M HUNNEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY J KAKAS
IRS990/Form990PartVIISectionAGrp/PersonNm8GARY P KEARNEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm9CECILY O MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY L RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm11COLIN C SMYTH
IRS990/Form990PartVIISectionAGrp/PersonNm12PAULA THIER
IRS990/Form990PartVIISectionAGrp/PersonNm13KARLA TODD
IRS990/Form990PartVIISectionAGrp/PersonNm14CORTNEY BARTH
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHELE L KEEFE
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES SEAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm18PAMELA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm19CHITRA SHARMA
IRS990/Form990PartVIISectionAGrp/PersonNm20LAURIE TRILLING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14105217
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15104063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16112618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17420442
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18127971
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19114457
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20130400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP DEVELOPMENT & COMMUNITY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF SENIOR LIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt099313
IRS990/FundraisingGrossIncomeAmt0346043
IRS990/GainOrLossGrp/OtherAmt042814
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0170000
IRS990/GrossReceiptsAmt08363227
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01850
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt063579
IRS990/InformationTechnologyGrp/ProgramServicesAmt064638
IRS990/InformationTechnologyGrp/TotalAmt0130067
IRS990/InsuranceGrp/ManagementAndGeneralAmt013432
IRS990/InsuranceGrp/ProgramServicesAmt021907
IRS990/InsuranceGrp/TotalAmt035339
IRS990/InterestGrp/ManagementAndGeneralAmt062909
IRS990/InterestGrp/TotalAmt062909
IRS990/InvestmentExpenseAmt03563461
IRS990/InvestmentIncomeGrp/ExclusionAmt0157272
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157272
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03889883
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04149625
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03257045
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02463262
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02323377
IRS990/LandBldgEquipCostOrOtherBssAmt05580422
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0127186
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt01031969
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0505869
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0854352
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0818331
IRS990/NetAssetsOrFundBalancesBOYAmt017557460
IRS990/NetAssetsOrFundBalancesEOYAmt022507977
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042814
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042814
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0246730
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0246730
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0239726
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014591
IRS990/OccupancyGrp/ProgramServicesAmt0139825
IRS990/OccupancyGrp/TotalAmt0154416
IRS990/OfficeExpensesGrp/FundraisingAmt012350
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058559
IRS990/OfficeExpensesGrp/ProgramServicesAmt035023
IRS990/OfficeExpensesGrp/TotalAmt0105932
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01364957
IRS990/OtherAssetsTotalGrp/EOYAmt0966868
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04507
IRS990/OtherExpensesGrp/ProgramServicesAmt0552380
IRS990/OtherExpensesGrp/ProgramServicesAmt1207402
IRS990/OtherExpensesGrp/ProgramServicesAmt2209842
IRS990/OtherExpensesGrp/ProgramServicesAmt339456
IRS990/OtherExpensesGrp/TotalAmt0552380
IRS990/OtherExpensesGrp/TotalAmt1211909
IRS990/OtherExpensesGrp/TotalAmt2209842
IRS990/OtherExpensesGrp/TotalAmt339456
IRS990/OtherLiabilitiesGrp/BOYAmt03325
IRS990/OtherLiabilitiesGrp/EOYAmt03325
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0129997
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0741929
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02727980
IRS990/OtherSalariesAndWagesGrp/TotalAmt03599906
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05224546
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09627664
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04943538
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05138796
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0267399
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0274579
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051674
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046763
IRS990/PrincipalOfficerNm0JAMES F SEAGLE JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2532000
IRS990/ProgramServiceRevenueGrp/BusinessCd3532000
IRS990/ProgramServiceRevenueGrp/BusinessCd4532000
IRS990/ProgramServiceRevenueGrp/Desc0ADULT DAY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc4RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03087714
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12627681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2613216
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt374425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt451950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03087714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12627681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2613216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt374425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt451950
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01446141
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0325009
IRS990/PYOtherExpensesAmt01990911
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05818264
IRS990/PYRevenuesLessExpensesAmt0693866
IRS990/PYSalariesCompEmpBnftPaidAmt04904637
IRS990/PYTotalExpensesAmt06895548
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07589414

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,570,627
Liabilities
$2,062,650
Net assets
$22,507,977
Revenue
$8,136,728
Expenses
$6,989,398
Net income
$1,147,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.9$2.39$46.5$14.2$11.9$2.28
2023Detailed filing. Detailed filing data is available for this year.$45.9$2.14$43.7$12.7$11.1$1.54
2022Detailed filing. Detailed filing data is available for this year.$43.7$2.49$41.2$11.4$9.88$1.54
2021Detailed filing. Detailed filing data is available for this year.$47.5$4.73$42.7$10.3$9.31$1.03
2020Detailed filing. Detailed filing data is available for this year.$41.8$3.81$38.0$7.83$7.56$0.27
2019Detailed filing. Detailed filing data is available for this year.$36.8$1.61$35.2$9.30$9.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$33.9$1.72$32.2$8.73$8.43$0.30
2017Detailed filing. Detailed filing data is available for this year.$34.5$2.88$31.6$9.29$7.91$1.38
2016Detailed filing. Detailed filing data is available for this year.$30.8$2.41$28.4$9.61$7.44$2.17
2015Detailed filing. Detailed filing data is available for this year.$27.6$2.35$25.2$9.92$7.25$2.67
2014Detailed filing. Detailed filing data is available for this year.$24.6$2.06$22.5$8.14$6.99$1.15
2013Detailed filing. Detailed filing data is available for this year.$20.0$2.49$17.6$7.59$6.90$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$3.04$16.8$7.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$4.30$16.2$8.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$1.84$13.9$7.04