Civic Intelligence

Rogerson Communities Inc

990 • Fiscal year 2015 • EIN 04-2104319

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.24x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

76th percentile

$402,252

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$27,590,763

Up $3,020,136 (+12%) from 2014

Net Assets

Up

$25,240,698

Up $2,732,721 (+12%) from 2014

Liabilities

Up

$2,350,065

Up $287,415 (+14%) from 2014

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin83rd percentile

Revenue

Up

$9,918,781

Up $1,782,053 (+22%) from 2014

Expenses

Up

$7,248,346

Up $258,948 (+3.7%) from 2014

Net Income

Up

$2,670,435

Up $1,523,105 (+133%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2015

Assets$27,590,763
Liabilities$2,350,065
Net Assets$25,240,698
Open 2015 Filing

Operations Trend

Revenue Growth81st 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

2015

Revenue$9,918,781
Expenses$7,248,346
Net Income$2,670,435
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$10,913,303
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$9,627,664$10,368,442▲ $740,778
Accounts Receivable$5,918,782$5,225,075▼ $693,707
Investments in Publicly Traded Securities$4,149,625$4,141,027▼ $8,598
Cash and Non-Interest-Bearing Accounts$1,262,969$3,398,678▲ $2,135,709
Land, Buildings, and Equipment, Net$2,323,377$2,380,152▲ $56,775
Pledges and Grants Receivable$274,579$854,712▲ $580,133
Loans From Officers Directors$505,869--
Prepaid Expenses and Deferred Charges$46,763$105,366▲ $58,603
Total Assets$24,570,627$27,590,763▲ $3,020,136
Other Assets Total$966,868$1,117,311▲ $150,443
Liabilities
Escrow Account Liability$4,540$929,740▲ $925,200
Mortgage Notes Payable Secured by Investment Property$818,331$781,104▼ $37,227
Accounts Payable and Accrued Expenses$701,977$589,185▼ $112,792
Other Liabilities$3,325$28,599▲ $25,274
Deferred Revenue$28,608$21,437▼ $7,171
Total Liabilities$2,062,650$2,350,065▲ $287,415
Net Assets / Fund Balance
Unrestricted Net Assets$11,967,435$14,375,472▲ $2,408,037
Temporarily Rstr Net Assets$5,401,746$5,771,642▲ $369,896
Permanently Rstr Net Assets$5,138,796$5,093,584▼ $45,212
Total Net Assets Fund Balance$22,507,977$25,240,698▲ $2,732,721
Total Liabilities and Net Assets / Fund Balance$24,570,627$27,590,763▲ $3,020,136

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,459,985$3,018,728$4,478,713
Equipment$857,012$399,574$1,256,586
Leasehold Improvements$23,155$18,665$41,820
Land$40,000-$40,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,149,625-▲ $23,781$32,379$4,141,027
2014$4,747,920-▼ $564,956$33,339$4,149,625
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
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F SeaglePresidentFT$334,992$67,260$402,252
Laurie TrillingVP OperationsFT$161,280$26,999$188,279
Chitra SharmaVP FinanceFT$137,148$30,140$167,288
Pamela a MorrisDirector of Senior LivingFT$135,570$5,609$141,179
Courtney BarthVP Development & CommunityFT$130,988$7,225$138,213
Elizabeth RossExecutive Director, Rogerson HouseFT$122,138$12,346$134,484
Kathryn FoleyExecutive Director, SpringhouseFT$117,455$13,672$131,127

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,303,874
Program Service Revenue
$6,050,432
Investment Income
$525,696
Other Revenue
$38,779
All Other Contributions
$2,957,735
Change in Net Assets
$2,670,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,966,263
Revenue Not Reported on Financial Statements
$-47,482
Revenue Not Reported on Form 990
$3,562,894
Other Revenue Adjustments
$-73,610
Total Revenue per Audited Statements
$13,529,157
Total Revenue per Form 990
$9,918,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,084,843
Other Expenses$2,163,503
Total Fundraising Expense$200,531
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits$1,953,596$160,478$22,051$2,136,125
Other Salaries and Wages$1,330,439$669,278$94,632$2,094,349
Current Officers, Directors, Trustees, and Key Employees$378,291$167,573$23,676$569,540
Payroll Taxes$190,078$15,614$2,146$207,838
Fees for Services Other$141,588$45,404$6,903$193,895
Depreciation Depletion$139,004$35,160$5,758$179,922
Occupancy$144,947$12,489-$157,436
Information Technology$67,861$73,984$2,734$144,579
Office Expenses$29,580$61,036$13,824$104,440
All Other Expenses$26,329$50,617$27,426$104,372
Pension Plan Contributions$70,412$5,784$795$76,991
Fees for Services Accounting$20,027$54,514-$74,541
Insurance$24,523$20,252-$44,775
Fees for Services Legal$15,053$21,636-$36,689
Other Expenses$35,350$5,346-$35,350
Interest-$34,371-$34,371
Fees for Service Investment Mgmnt Fees-$26,128-$26,128
Conferences and Meetings$8,060$9,743$375$18,178
Travel$7,905$7,258$211$15,374
Advertising-$5,650-$5,650
Total Functional Expenses$5,560,506$1,487,309$200,531$7,248,346

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,456,286
Total Expenses per Form 990$7,248,346
Expenses per Audited Statements$7,222,218
Expenses Not Reported on Form 990$3,234,068
Expenses Not Reported on Financial Statements$26,128
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$73,610
Fundraising Gross Income$27,136
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
event 1$373,275$27,136$73,610$-46,474
Total Events$373,275$27,136$73,610$-46,474
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$505,869--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$24,099
Deposit Liability$4,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Seagle Jr
Formed
1960
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
287
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, 2015. 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, 2012, 2013 and 2014.”

Part XI, Line 2D - Other Adjustments:

“related organization eliminations -956,515. related organization revenues 4,107,123. income/loss from parternship 647,970.”

Part XI, Line 4B - Other Adjustments:

“fundraising expenses -73,610.”

Part XII, Line 2D - Other Adjustments:

“related organization eliminations -288,179. related organization expenses 3,448,637. fundraising expenses 73,610.”

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.”

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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/OtherCompensationAmt1324972
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1434065
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt157225
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1612346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1713672
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1826302
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt195609
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIT J D'ARBELOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1CECILY O MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm3COLIN C SMYTH
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY P KEARNEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN E CUPPLES
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN L HALL II
IRS990/Form990PartVIISectionAGrp/PersonNm7KARLA TODD
IRS990/Form990PartVIISectionAGrp/PersonNm8LLOYD C DAHMEN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY J KAKAS
IRS990/Form990PartVIISectionAGrp/PersonNm10OGDEN M HUNNEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm11PATRICIA HILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12PAULA THIER
IRS990/Form990PartVIISectionAGrp/PersonNm13CHITRA SHARMA
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES F SEAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm15COURTNEY BARTH
IRS990/Form990PartVIISectionAGrp/PersonNm16Elizabeth Ross
IRS990/Form990PartVIISectionAGrp/PersonNm17Kathryn Foley
IRS990/Form990PartVIISectionAGrp/PersonNm18LAURIE TRILLING
IRS990/Form990PartVIISectionAGrp/PersonNm19PAMELA A MORRIS
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/ReportableCompFromOrgAmt13142316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14368187
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15130988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16122138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17117455
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18161977
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19135570
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP DEVELOPMENT & COMMUNITY
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director, Rogerson House
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Director, Springhouse
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF SENIOR LIVING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0346139
IRS990/FundraisingDirectExpensesAmt073610
IRS990/FundraisingGrossIncomeAmt027136
IRS990/GainOrLossGrp/SecuritiesAmt0308783
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01229695
IRS990/GrossReceiptsAmt010913303
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02734
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt073984
IRS990/InformationTechnologyGrp/ProgramServicesAmt067861
IRS990/InformationTechnologyGrp/TotalAmt0144579
IRS990/InsuranceGrp/ManagementAndGeneralAmt020252
IRS990/InsuranceGrp/ProgramServicesAmt024523
IRS990/InsuranceGrp/TotalAmt044775
IRS990/InterestGrp/ManagementAndGeneralAmt034371
IRS990/InterestGrp/TotalAmt034371
IRS990/InvestmentExpenseAmt0647970
IRS990/InvestmentIncomeGrp/ExclusionAmt0216913
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0216913
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04149625
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04141027
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03436967
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02323377
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02380152
IRS990/LandBldgEquipCostOrOtherBssAmt05817119
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0920912
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0505869
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/BOYAmt0818331
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0781104
IRS990/NetAssetsOrFundBalancesBOYAmt022507977
IRS990/NetAssetsOrFundBalancesEOYAmt025240698
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0308783
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0308783
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-46474
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-46474
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-235684
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012489
IRS990/OccupancyGrp/ProgramServicesAmt0144947
IRS990/OccupancyGrp/TotalAmt0157436
IRS990/OfficeExpensesGrp/FundraisingAmt013824
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt061036
IRS990/OfficeExpensesGrp/ProgramServicesAmt029580
IRS990/OfficeExpensesGrp/TotalAmt0104440
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0966868
IRS990/OtherAssetsTotalGrp/EOYAmt01117311
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022051
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0160478
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01953596
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02136125
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04994
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15346
IRS990/OtherExpensesGrp/ProgramServicesAmt0520391
IRS990/OtherExpensesGrp/ProgramServicesAmt1258575
IRS990/OtherExpensesGrp/ProgramServicesAmt2198497
IRS990/OtherExpensesGrp/ProgramServicesAmt335350
IRS990/OtherExpensesGrp/TotalAmt0520391
IRS990/OtherExpensesGrp/TotalAmt1263569
IRS990/OtherExpensesGrp/TotalAmt2203843
IRS990/OtherExpensesGrp/TotalAmt335350
IRS990/OtherLiabilitiesGrp/BOYAmt03325
IRS990/OtherLiabilitiesGrp/EOYAmt028599
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt085253
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085253
IRS990/OtherRevenueTotalAmt085253
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt094632
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0669278
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01330439
IRS990/OtherSalariesAndWagesGrp/TotalAmt02094349
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt09627664
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010368442
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02146
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015614
IRS990/PayrollTaxesGrp/ProgramServicesAmt0190078
IRS990/PayrollTaxesGrp/TotalAmt0207838
IRS990/PensionPlanContributionsGrp/FundraisingAmt0795
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05784
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070412
IRS990/PensionPlanContributionsGrp/TotalAmt076991
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05138796
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05093584
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0274579
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0854712
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046763
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105366
IRS990/PrincipalOfficerNm0JAMES F SEAGLE JR
IRS990/PriorPeriodAdjustmentsAmt0-350000
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/Desc2housing development
IRS990/ProgramServiceRevenueGrp/Desc3CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/Desc4rental income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02848325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12606600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2429128
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3113829
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt452550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02848325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12606600

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,590,763
Liabilities
$2,350,065
Net assets
$25,240,698
Revenue
$9,918,781
Expenses
$7,248,346
Net income
$2,670,435
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