New England Deaconess Association

“Theodore barten and iris werbalowsky-barten have a family relationship.”

“The sole member of the organization is the new england deaconess association - abundant life communities, inc. (ein 26-0300617), per the organization's by-laws.”

“The sole member of the organization, the new england deaconess association - abundant life communities, inc., has the power to elect the directors of the corporation per the organization's by-laws.”

“The sole member of the organization, the new england deaconess association - abundant life communities, inc., has the power to make various governance decisions per the organization's by-laws.”

“The president & ceo and chairperson of the board initially review the form 990. All comments are addressed and a final copy of the form 990 is distributed to every member of the board before filing.”

“A conflict of interest statement is completed annually by officers, directors, and key employees. The president and secretary of the board monitor the policy. Family and business relationships are expressly mentioned in the policy. Board members and other interested persons shall disclose all facts material to the conflict. Such person will not participate in or be present to hear discussions on the conflict except to disclose material facts and respond to questions. The person will not vote on any questions regarding a conflict.”

“A compensation committee reviews and determines the salary increase/decrease for the president & ceo as well as officers and key employees of the organization. Comparable salaries from organizations of similar size and operations are considered when determining compensation to ensure that all officer and key employee compensation are within fair market range for the industry. All board level discussions on compensation are recorded in board minutes.”

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

“New england deaconess association ("neda or "deaconess") is a not-for-profit, nonsectarian organization that has been providing healthcare and social services since 1889. Its corporate offices are located in concord, massachusetts. Information regarding the history of neda, the board of directors and the management of neda is set forth below. Such information is intended only as a brief overview of those aspects of neda. History on november 1, 1889, the new england deaconess home and training school was incorporated for the purpose of utilizing the energies of women in active religious work, and to provide homes for those needing "refuge, care, and shelter." in 1900, the name was changed to new england deaconess association. Neda's first building on massachusetts avenue in boston was used as a residence for those training as deaconesses by the medical profession. Upon graduation, many deaconesses were sent to other cities to help organize groups for similar work. To fulfill the urgent need for a hospital facility, the new england deaconess home and training school acquired the house next door, which in 1896 was formally dedicated as the "deaconess hospital." on november 25, 1911, the deaconess cottage hospital in concord opened through donations provided by mr. Charles emerson, dr. Theodore chamberlin and mrs. Foucar, all of concord, massachusetts. This hospital was run by neda until 1924 when it was turned over to the citizens of concord and renamed emerson hospital. In november 1913, the home for aged methodist women formally opened. This facility changed its name to the deaconess house in 1971. Over the years, new projects and expansions have enabled neda to better serve its clients. In 1964, neda's first nursing home was built in concord with 41 beds. The rivercrest skilled nursing care community in concord was expanded in 1968, 1993 and 2002. In 1967, three apartment buildings (containing 12 units) were built in concord to provide for affordable independent living. In 1970, the three-story chamberlin residential care community, the solarium, and the duvall chapel were completed. In 1971, rockridge at laurel park (now known as rockridge retirement community) was constructed and began operations in northampton, massachusetts as a 61 unit residential care community. In 1994, newbury court independent living community was built and opened in concord. More recently, in 2003, through a partnership with cooperative elder services, a new adult day care center opened in concord. In 2004, cottages and an assisted living building were completed in northampton, massachusetts which are now fully occupied. In 2005, an expansion to newbury court in concord was completed. In 2006, the gardens memory support assisted living neighborhood opened at rockridge in northampton, massachusetts and in 2007, wesley woods, independent living cottage homes, opened in gilford, new hampshire on the foothills of gunstock mountain and a second expansion to newbury court and the gardens memory support neighborhood opened in concord. The final expansion to newbury court opened in 2009 in concord and the entire concord community was renamed newbury court. Deaconess abundant life communities ("dalc"), the parent company of neda, is proud of its tradition of reaching out to meet and serve the changing physical, social, and spiritual needs of older adults over the years since its founding in 1889. In these 124 years, many worthwhile outreach programs and projects have been supported, including special homes and services for retired women and men, summer camps for needy children, nursing homes for those requiring skilled care, scholarships and grants for those involved in health services, and more. Each year dalc provides millions of dollars of subsidized care and accommodation to older adults in a variety of settings. Its mission is focused at creating community and providing aging services to people of various economic means. Operational overview and communit”

“Change in beneficial interest in perpetual trust -47,568. Equity transfer to the leland home -3,912.”

“At the time of reservation, the resident must furnish information to neda with respect to the resident's financial resources demonstrating to neda's satisfaction that the resident has the financial ability to pay the entrance fee or community fee, the monthly fee, charges for additional services, as hereinafter defined, and personal living expenses during the term of the residency agreement. The resident shall furnish updated financial information to neda not less than 60 days prior to occupancy. Neda reserves the right to declare the residency agreement null and void if, based upon any information submitted by the resident, neda determines that the resident does not meet the financial criteria for residency established by neda from time to time. Services provided by neda during the resident's occupancy of an independent living unit, neda will provide the resident with the services prescribed below in consideration of payment of the monthly fee. Residents have the option of two service plans - "the foundation and "the advantage" as described in the residency agreement. Under the foundation package, residents are provided with the following services: - sewer, water, heat, air-conditioning and electricity for the independent living unit, and central wiring for cable television, internet hook-up and telephone hook-up; - emergency alert systems and a security access system monitored by personnel or by electronic devices; - maintenance of all grounds and common areas; - local transportation to designated shopping, banking, planned group events, medical facilities, and other local destinations on a regularly scheduled basis; and - a variety of social, recreational, educational and cultural programs. Under the advantage package, residents will be provided with the following additional services: - the equivalent of one meal per day at the community dining room (meal equivalents may be used at any time during the month for the resident's meals or for guest dining, and any unused meal allocations for any calendar month will be forfeited and may not be applied as a credit against meal charges for any other calendar month); and - light housekeeping, vacuuming, dusting, bathroom and kitchen cleaning on a scheduled basis every week, and weekly flat linen service. Additional services as described below shall be available on a fee-for-service basis: - housekeeping beyond that described above; - laundry service for personal items or more than described above; - transportation beyond that described above; - catering for special occasions; - tray service for meals delivered to the independent living unit; - additional and/or guest meals beyond those described above; - country store purchases; - spa, barber and beauty shop services; - personal training services; - personal and home care services; - maintenance and repairs for which the resident is responsible; and - outpatient rehabilitation services. Newbury court residents transferring to either rivercrest wellness and rehab center or the gardens receive a 20% discount on the private pay rate. During the resident's occupancy in the memory support unit, neda will provide the resident with the services prescribed below in consideration of payment of the monthly fee. The following routine services and amenities are included in the base monthly fee: - three meals daily; served family style in the gardens country kitchen. Meal credits are not used in the gardens program. If a resident is out for a period exceeding 14 days, due to either a planned or unplanned absence, a prorated meal credit, commencing the day of leave, will be calculated into the next billing statement; - laundry services for personal items; one load per week; - weekly light housekeeping services consisting of vacuuming, dusting, cleaning bathroom and kitchen areas; - weekly laundry services of bed linens; - safety checks at each meal; - twenty-four hours of personal assistance per month for bathing, dressing and grooming; - self-a”