Civic Intelligence

The Somerville Home Inc

990 • Fiscal year 2016 • EIN 04-2105741

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.SOMERVILLEHOME.ORG

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117 Summer StreetSomerville, MA 02143

(617) 776-0260

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.35x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.56x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

13th percentile

-9.8%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-4.4%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$3,041,175

Down $328,941 (-9.8%) from 2015

Net Assets

Down

$1,987,164

Down $266,296 (-12%) from 2015

Liabilities

Down

$1,054,011

Down $62,645 (-5.6%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin18th percentile

Revenue

Down

$1,871,584

Down $85,837 (-4.4%) from 2015

Expenses

Down

$2,149,344

Down $129,620 (-5.7%) from 2015

Net Income

Up

-$277,760

Up $43,783 (+14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,143,432Liabilities 2010: $1,217,186Net Assets 2010: $2,926,2462010Assets 2011: $3,892,048Liabilities 2011: $1,191,354Net Assets 2011: $2,700,6942011Assets 2012: $3,684,422Liabilities 2012: $1,097,915Net Assets 2012: $2,586,5072012Assets 2013: $3,709,313Liabilities 2013: $1,150,617Net Assets 2013: $2,558,6962013Assets 2014: $3,753,860Liabilities 2014: $1,095,969Net Assets 2014: $2,657,8912014Assets 2015: $3,370,116Liabilities 2015: $1,116,656Net Assets 2015: $2,253,4602015Assets 2016: $3,041,175Liabilities 2016: $1,054,011Net Assets 2016: $1,987,1642016Assets 2017: $2,829,011Liabilities 2017: $1,163,615Net Assets 2017: $1,665,3962017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$3,041,175
Liabilities$1,054,011
Net Assets$1,987,164
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,895,7662010Expenses 2011: $1,968,3682011Expenses 2012: $1,950,5032012Revenue 2013: $1,747,835Expenses 2013: $1,990,424Net Income 2013: -$242,5892013Revenue 2014: $2,074,238Expenses 2014: $2,046,493Net Income 2014: $27,7452014Revenue 2015: $1,957,421Expenses 2015: $2,278,964Net Income 2015: -$321,5432015Revenue 2016: $1,871,584Expenses 2016: $2,149,344Net Income 2016: -$277,7602016Revenue 2017: $1,979,784Expenses 2017: $2,363,243Net Income 2017: -$383,4592017Revenue 2018: $1,343,182Expenses 2018: $2,290,943Net Income 2018: -$947,7612018

Highlighted filing

2016

Revenue$1,871,584
Expenses$2,149,344
Net Income-$277,760
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$2,031,322
Mission and Program Overview

Mission

Since 1898 the somerville home, a private nonprofit organization, has provided long-term residential care to elderly men and women from somerville and surrounding communities. We are committed to offering senior citizens a reasonably priced option for quality residential services. We believe that our residents should be encouraged to utilize their bodies, minds and spirits to the maximum within the limits of their potential.

Providing quality residential care to the elderly from somerville and surrounding communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,905,446$1,717,753▼ $187,693
Investments in Publicly Traded Securities$1,320,533$1,138,892▼ $181,641
Accounts Receivable$103,415$107,178▲ $3,763
Savings and Temporary Cash Investments$896$40,682▲ $39,786
Prepaid Expenses and Deferred Charges$34,773$36,474▲ $1,701
Cash and Non-Interest-Bearing Accounts$543$196▼ $347
Total Assets$3,370,116$3,041,175▼ $328,941
Other Assets Total$4,510$0▼ $4,510
Liabilities
Mortgage Notes Payable Secured by Investment Property$928,412$907,895▼ $20,517
Accounts Payable and Accrued Expenses$185,783$140,203▼ $45,580
Other Liabilities$2,461$5,913▲ $3,452
Total Liabilities$1,116,656$1,054,011▼ $62,645
Net Assets / Fund Balance
Unrestricted Net Assets$1,631,592$1,415,023▼ $216,569
Temporarily Rstr Net Assets$452,104$402,377▼ $49,727
Permanently Rstr Net Assets$169,764$169,764→ $0
Total Net Assets Fund Balance$2,253,460$1,987,164▼ $266,296
Total Liabilities and Net Assets / Fund Balance$3,370,116$3,041,175▼ $328,941

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,559,363$2,964,056$4,523,419
Equipment$103,805$309,895$413,700
Buildings$0$250,789$250,789
Other Land Buildings$24,125$50,867$74,992
Land$30,460-$30,460

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$621,868-▲ $8,273$58,000$572,141
2015$686,192-▼ $30,324$34,000$621,868
2014$678,013-▲ $48,825$40,646$686,192
2013$638,378-▲ $86,733$47,098$678,013
2012$600,006-▲ $77,823$39,451$638,378
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Edwin J SmithPresident
Rod LaurenzVice President
Arnold Knox JrTrustee
DAVID F O'BRIENTrustee
Frances GayronTrustee
George McleanTrustee
Jeannette Amazeen ThomasTrustee
Jessica BraydenTrustee
John M ConnollyTrustee
Joseph CiampaTrustee
Joseph J SullivanTrustee
Karen ClearyTrustee
Linda CostelloTrustee
Peter MajaneTrustee
Salvatore BertolamiTrustee
Sandra L McgoldrickTrustee
Brian BradyClerk
Robert H Costello JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,656
Program Service Revenue
$1,839,504
Investment Income
$24,424
Other Revenue
$0
All Other Contributions
$7,656
Change in Net Assets
$-277,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,871,584
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,464
Total Revenue per Audited Statements
$1,883,048
Total Revenue per Form 990
$1,871,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,217,040
Salaries, Compensation, and Employee Benefits$932,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$631,141$166,014-$797,155
Fees for Services Other$615,887$4,527-$620,414
Depreciation Depletion$207,898--$207,898
Occupancy$108,973--$108,973
Other Employee Benefits$47,944$17,992-$65,936
Office Expenses$48,662$1,388-$50,050
Payroll Taxes$35,914$13,477-$49,391
Interest$42,919--$42,919
Fees for Services Accounting-$31,095-$31,095
Pension Plan Contributions$14,413$5,409-$19,822
Fees for Services Legal-$14,497-$14,497
Insurance$11,053--$11,053
Other Expenses$8,706--$8,706
All Other Expenses$3,662--$3,662
Travel$3,412--$3,412
Advertising$1,800--$1,800
Information Technology$61--$61
Total Functional Expenses$1,894,945$254,399$0$2,149,344

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,149,344
Total Expenses per Audited Statements$2,149,344
Total Expenses per Form 990$2,149,344
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Third-party Payers$5,913
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The organization delegates broad authority of discretionary voting over financial and fiduciary matters to an executive committee (composed of board members including four officers and four voting members).”

Form 990, Part VI, Section B, Line 11B

“The board is provided a complete copy of form 990. The form 990 is then discussed at the next board meeting where the it is signed by the treasurer after it has been voted for approval. The approval is then recorded in minutes of the meeting.”

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

“Any instances of a conflict of interest would go through an investigation of the executive committee and then presented to the full board. If needed the board member could be removed by vote and legal action taken if needed. Rod laurenz, vice president, must leave room during any discussion and abstain from any vote concerning investment portfolio.”

Form 990, Part VI, Section B, Line 15

“The independent board reviews comparable compensation data to determine an appropriate salary. A vote is cast by the board to approve or deny the salary and the outcome is recorded in the minutes of the meeting.”

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.”

Filing and Contact Details

Filer

Filer Name
The Somerville Home Inc
EIN
04-2105741
Phone
6177760260
Address
117 SUMMER STREET, SOMERVILLE, MA 02143

Signing Officer

Name
Edwin J Smith
Title
President
Phone
6176256094
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edwin J Smith
Formed
1898
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
18
Employees
33
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Judy Daley
Phone
6179848100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees : program service expenses 615,887. Management and general expenses 4,527. Fundraising expenses 0. Total expenses 620,414.”

Financial Statement Notes

PART V, LINE 4:

“Temporarily restricted net assets are intended to be used for permanently restricted net asset appreciation limited as to expenditure by state law, the luxury fund and various other uses. The income earned on the permanently restricted net assets is intended to be used to improve the quality of care and quality of life of the residents. The corpus is invested in perpetuity.”

PART X, LINE 2:

“The organization is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the code. The organization files as a tax-exempt organization.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0797155
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01540690
IRS990/PYOtherRevenueAmt050834
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0896
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040682
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031028
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,041,175
Liabilities
$1,054,011
Net assets
$1,987,164
Revenue
$1,871,584
Expenses
$2,149,344
Net income
-$277,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.34$2.29$0.95
2017Summary only. Only limited summary data is available for this year.$2.83$1.16$1.67$1.98$2.36$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.04$1.05$1.99$1.87$2.15$0.28
2015Summary only. Only limited summary data is available for this year.$3.37$1.12$2.25$1.96$2.28$0.32
2014Summary only. Only limited summary data is available for this year.$3.75$1.10$2.66$2.07$2.05$0.03
2013Summary only. Only limited summary data is available for this year.$3.71$1.15$2.56$1.75$1.99$0.24
2012Summary only. Only limited summary data is available for this year.$3.68$1.10$2.59$1.95
2011Summary only. Only limited summary data is available for this year.$3.89$1.19$2.70$1.97
2010Summary only. Only limited summary data is available for this year.$4.14$1.22$2.93$1.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits