Civic Intelligence

Glenmeadow Inc.

990 • Fiscal year 2016 • EIN 04-2105937

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 01, 2017

Organization ProfileWWW.GLENMEADOW.ORG

View Organization Page

24 Tabor CrossingLongmeadow, MA 01106

(413) 567-7800

Siviq Scores

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

Liabilities / Assets

84th percentile

0.76x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

3.73x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

17th percentile

-9.1%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$235,496

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-7.0%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$45,735,309

Up $1,421,127 (+3.2%) from 2015

Net Assets

Up

$10,959,038

Up $1,425,243 (+15%) from 2015

Liabilities

Down

$34,776,271

Down $4,116 (-0.0%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin17th percentile

Revenue

Down

$9,326,275

Down $701,544 (-7.0%) from 2015

Expenses

Up

$10,170,667

Up $362,419 (+3.7%) from 2015

Net Income

Down

-$844,392

Down $1,063,963 (-485%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$60M$40M$20M$0Assets 2010: $45,903,028Liabilities 2010: $39,907,014Net Assets 2010: $5,996,0142010Assets 2011: $35,878,248Liabilities 2011: $29,805,883Net Assets 2011: $6,072,3652011Assets 2012: $38,527,574Liabilities 2012: $30,270,826Net Assets 2012: $8,256,7482012Assets 2013: $44,196,389Liabilities 2013: $33,937,175Net Assets 2013: $10,259,2142013Assets 2014: $46,005,159Liabilities 2014: $34,699,524Net Assets 2014: $11,305,6352014Assets 2015: $44,314,182Liabilities 2015: $34,780,387Net Assets 2015: $9,533,7952015Assets 2016: $45,735,309Liabilities 2016: $34,776,271Net Assets 2016: $10,959,0382016Assets 2017: $47,272,715Liabilities 2017: $34,511,520Net Assets 2017: $12,761,1952017Assets 2018: $48,108,249Liabilities 2018: $34,549,797Net Assets 2018: $13,558,4522018Assets 2019: $47,551,682Liabilities 2019: $34,799,258Net Assets 2019: $12,752,4242019Assets 2020: $46,724,776Liabilities 2020: $34,219,422Net Assets 2020: $12,505,3542020Assets 2021: $53,992,110Liabilities 2021: $37,813,094Net Assets 2021: $16,179,0162021Assets 2022: $50,902,339Liabilities 2022: $38,706,322Net Assets 2022: $12,196,0172022Assets 2023: $52,173,997Liabilities 2023: $39,203,508Net Assets 2023: $12,970,4892023Assets 2024: $59,986,571Liabilities 2024: $43,546,155Net Assets 2024: $16,440,4162024

Highlighted filing

2016

Assets$45,735,309
Liabilities$34,776,271
Net Assets$10,959,038
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,934,2582010Expenses 2011: $8,218,8482011Revenue 2012: $9,281,243Expenses 2012: $8,350,772Net Income 2012: $930,4712012Revenue 2013: $10,312,239Expenses 2013: $8,829,645Net Income 2013: $1,482,5942013Revenue 2014: $9,688,153Expenses 2014: $9,178,368Net Income 2014: $509,7852014Revenue 2015: $10,027,819Expenses 2015: $9,808,248Net Income 2015: $219,5712015Revenue 2016: $9,326,275Expenses 2016: $10,170,667Net Income 2016: -$844,3922016Revenue 2017: $11,275,401Expenses 2017: $10,565,084Net Income 2017: $710,3172017Revenue 2018: $12,362,859Expenses 2018: $11,190,518Net Income 2018: $1,172,3412018Revenue 2019: $12,292,463Expenses 2019: $11,963,787Net Income 2019: $328,6762019Revenue 2020: $11,446,194Expenses 2020: $12,453,857Net Income 2020: -$1,007,6632020Revenue 2021: $13,083,324Expenses 2021: $12,456,446Net Income 2021: $626,8782021Revenue 2022: $16,994,268Expenses 2022: $12,948,559Net Income 2022: $4,045,7092022Revenue 2023: $10,982,010Expenses 2023: $13,491,135Net Income 2023: -$2,509,1252023Revenue 2024: $14,729,207Expenses 2024: $14,179,922Net Income 2024: $549,2852024

Highlighted filing

2016

Revenue$9,326,275
Expenses$10,170,667
Net Income-$844,392
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$38,293,703
Mission and Program Overview

Mission

To provide services to meet the housing, healthcare, physical, emotional, recreational, spiritual, and social needs of its clients.

Providing premier senior services; nurturing mind, body and spirit of those we serve

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,838,495$21,116,666▼ $721,829
Investments in Publicly Traded Securities$16,641,579$19,322,671▲ $2,681,092
Savings and Temporary Cash Investments$2,040,134$1,324,971▼ $715,163
Cash and Non-Interest-Bearing Accounts$1,072,244$652,005▼ $420,239
Accounts Receivable$205,915$641,983▲ $436,068
Prepaid Expenses and Deferred Charges$165,405$279,647▲ $114,242
Pledges and Grants Receivable$197,565$160,649▼ $36,916
Investments Other Securities$48,387$48,552▲ $165
Intangible Assets$32,009$27,978▼ $4,031
Total Assets$44,314,182$45,735,309▲ $1,421,127
Other Assets Total$2,072,449$2,160,187▲ $87,738
Liabilities
Other Liabilities$28,370,429$28,290,602▼ $79,827
Deferred Revenue$3,497,420$3,549,092▲ $51,672
Tax Exempt Bond Liabilities$2,328,868$2,197,432▼ $131,436
Escrow Account Liability$429,242$452,758▲ $23,516
Accounts Payable and Accrued Expenses$121,766$270,652▲ $148,886
Mortgage Notes Payable Secured by Investment Property$32,662$15,735▼ $16,927
Total Liabilities$34,780,387$34,776,271▼ $4,116
Net Assets / Fund Balance
Unrestricted Net Assets$7,831,879$9,188,621▲ $1,356,742
Permanently Rstr Net Assets$1,700,175$1,755,429▲ $55,254
Temporarily Rstr Net Assets$1,741$14,988▲ $13,247
Total Net Assets Fund Balance$9,533,795$10,959,038▲ $1,425,243
Total Liabilities and Net Assets / Fund Balance$44,314,182$45,735,309▲ $1,421,127

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,267,296$13,790,897$30,058,193
Equipment$1,741,563$2,522,888$4,264,451
Land$2,817,051-$2,817,051
Other Land Buildings$290,756$4,521$295,277

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,732,705$109,814▲ $55,254$71,943$1,825,830
2014$1,923,005$62,210▼ $161,341$91,169$1,732,705
2013$1,866,412$146,986▲ $11,360$101,753$1,923,005
2012$1,814,968$56,818▲ $56,223$61,597$1,866,412
2011$1,669,751$9,662▲ $180,625$44,070$1,814,968
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy CotzPresident and CEOFT$187,038$48,458$235,496
David LeslieControllerFT$123,795$9,256$133,051
Anne MillerAsst AdministratorFT$113,231$5,117$118,348
Linda EdwardsDirector of MarketingFT$100,066$138$100,204

Board Members and Trustees

NameTitle
Paul NicholsonChair
Stephen HoytVice Chair
Anne Marie RomeDirector
Christopher GillDirector
David CarlsonDirector
Dennis FitzpatrickDirector
Jerome GurlandDirector
Julie SicilianoDirector
Lawrence BernsteinDirector
Marie StebbinsDirector
Richard GoldsteinDirector
Susan MegasDirector
Suzanne SmithDirector
Ellen MckennaDirector - Thru 11/9/15
William BurrowsDirector - Thru 11/9/15
Ian MacneillDirector - Thru July 2016
Crystal DiamondClerk
Mark CressTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$272,936
Program Service Revenue
$9,328,782
Investment Income
$-389,334
Other Revenue
$113,891
All Other Contributions
$272,936
Change in Net Assets
$-844,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,275,408
Revenue Not Reported on Financial Statements
$50,867
Revenue Not Reported on Form 990
$2,269,635
Other Revenue Adjustments
$50,867
Total Revenue per Audited Statements
$11,545,043
Total Revenue per Form 990
$9,326,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,336,982
Other Expenses$4,782,818
Grants and Similar Amounts Paid$50,867
Total Fundraising Expense$12,678
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,897,379$489,394-$4,386,773
Depreciation Depletion$1,438,959--$1,438,959
Insurance$353,406$100,330-$453,736
Occupancy$401,584--$401,584
Payroll Taxes$297,417$84,328-$381,745
All Other Expenses$91,823$276,786$52$368,661
Current Officers, Directors, Trustees, and Key Employees$54,064$259,935$10,078$324,077
Pension Plan Contributions$160,918$83,469-$244,387
Fees for Services Other$4,300$139,739$625$144,664
Fees for Service Investment Mgmnt Fees-$129,277-$129,277
Other Expenses$271,008$85,119-$85,119
Advertising-$80,485-$80,485
Office Expenses$12,228$61,784$1,923$75,935
Interest$67,601--$67,601
Grants to Domestic Individuals$50,867--$50,867
Fees for Services Accounting-$27,589-$27,589
Travel$19,456$3,274-$22,730
Fees for Services Legal-$1,722-$1,722
Total Functional Expenses$8,334,758$1,823,231$12,678$10,170,667

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,170,667
Expenses per Audited Statements$10,119,800
Total Expenses per Audited Statements$10,119,800
Expenses Not Reported on Financial Statements$50,867
Other Expense Adjustments$50,867
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
Fees Refundable to Residents$26,703,469
Deferred Compensation$730,916
Accrued Expenses$653,565
Pending Entrance Fee Refunds$179,138
Other$23,514

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMass Development Finance Agency2012-12-17$3,000,000Construction of common areas in building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,000,000$348,958-$58,742

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Glenmeadow's legal entity is comprised of corporators/members who are responsible for electing the board of directors.”

Form 990, Part VI, Section A, Line 7A

“Glenmeadow's legal entity is comprised of corporators/members who are responsible for electing the board of directors.”

Form 990, Part VI, Section A, Line 7B

“Changes to glenmeadow's bylaws must be approved by its corporators/members.”

Form 990, Part VI, Section B, Line 11

“Glenmeadow's audit committee has been athorized by the board to approve the 990. All board members will be given a copy of the 990 for their review prior to being filed.”

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

“Conflict of interest policy is reviewed annually by the governance committee. Annual training is given to all staff and a whistleblower hotline is in place as a confidential means to report any potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The executive committee conducts a competitive analysis of president/ceo of like organizations annually using 990's of those comparable organizations. An analysis is also performed for the salary of the controller, assistant administrator and the director of marketing.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Glenmeadow Inc
EIN
04-2105937
Phone
4135677800
Address
24 TABOR CROSSING, LONGMEADOW, MA 01106

Signing Officer

Name
David Leslie
Title
Controller
Phone
4135677800
Signed
2017-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Thomas
Formed
1884
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
280
Volunteers
78

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
RUDY M D'AGOSTINO
Phone
4135368510
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization did not change its audit oversight process or selection process during the year.”

Financial Statement Notes

PART IV, LINE 2B:

“Depositors' escrow ($294,172) is reservation deposits prior to occupancy. Security deposit fund ($158,586) is security deposits made by assisted living residents.”

PART V, LINE 4:

“Endowment earnings are used for operations”

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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial assistance reported as an expense on 990 50,867.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial assistance reported as an expense on 990 50,867.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1838458
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt199256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt205117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt21138
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL NICHOLSON
IRS990/Form990PartVIISectionAGrp/PersonNm1SUZANNE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM BURROWS
IRS990/Form990PartVIISectionAGrp/PersonNm3ELLEN MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE MARIE ROME
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK CRESS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER GILL
IRS990/Form990PartVIISectionAGrp/PersonNm7LAWRENCE BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN MEGAS
IRS990/Form990PartVIISectionAGrp/PersonNm11MARIE STEBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm13CRYSTAL DIAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm14IAN MACNEILL
IRS990/Form990PartVIISectionAGrp/PersonNm15DENNIS FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm16JEROME GURLAND
IRS990/Form990PartVIISectionAGrp/PersonNm17JULIE SICILIANO
IRS990/Form990PartVIISectionAGrp/PersonNm18TIMOTHY COTZ
IRS990/Form990PartVIISectionAGrp/PersonNm19DAVID LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm20ANNE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm21LINDA EDWARDS
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18197038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19123795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20113231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21100066
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR - THRU 11/9/15
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR - THRU 11/9/15
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR - THRU JULY 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt20ASST ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF MARKETING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-11964
IRS990/GainOrLossGrp/SecuritiesAmt0-968744
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt050867
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt050867
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt050867
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt047824
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027938896
IRS990/GrossReceiptsAmt038293703
IRS990/GrossRentsGrp/RealAmt06000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0100330
IRS990/InsuranceGrp/ProgramServicesAmt0353406
IRS990/InsuranceGrp/TotalAmt0453736
IRS990/IntangibleAssetsGrp/BOYAmt032009
IRS990/IntangibleAssetsGrp/EOYAmt027978
IRS990/InterestGrp/ProgramServicesAmt067601
IRS990/InterestGrp/TotalAmt067601
IRS990/InvestmentIncomeGrp/ExclusionAmt0591374
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0591374
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt048387
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt048552
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016641579
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019322671
IRS990/InvestTaxExemptBondsInd01
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016318306
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021838495
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021116666
IRS990/LandBldgEquipCostOrOtherBssAmt037434972
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt059788
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028907640
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08475
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt08475
IRS990/MissionDesc0TO PROVIDE SERVICES TO MEET THE HOUSING, HEALTHCARE, PHYSICAL, EMOTIONAL, RECREATIONAL, SPIRITUAL, AND SOCIAL NEEDS OF ITS CLIENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt032662
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt015735
IRS990/NetAssetsOrFundBalancesBOYAmt09533795
IRS990/NetAssetsOrFundBalancesEOYAmt010959038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-980708
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-980708
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06000
IRS990/NetUnrelatedBusTxblIncmAmt0-658
IRS990/NetUnrlzdGainsLossesInvstAmt02269635
IRS990/NoncashContributionsAmt015039
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0401584
IRS990/OccupancyGrp/TotalAmt0401584
IRS990/OfficeExpensesGrp/FundraisingAmt01923
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt061784
IRS990/OfficeExpensesGrp/ProgramServicesAmt012228
IRS990/OfficeExpensesGrp/TotalAmt075935
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02072449
IRS990/OtherAssetsTotalGrp/EOYAmt02160187
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD & RELATED SUPPLIES
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISC FEES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt085119
IRS990/OtherExpensesGrp/ProgramServicesAmt0678116
IRS990/OtherExpensesGrp/ProgramServicesAmt1535632
IRS990/OtherExpensesGrp/ProgramServicesAmt2271008
IRS990/OtherExpensesGrp/TotalAmt0678116
IRS990/OtherExpensesGrp/TotalAmt1535632
IRS990/OtherExpensesGrp/TotalAmt2271008
IRS990/OtherExpensesGrp/TotalAmt385119
IRS990/OtherLiabilitiesGrp/BOYAmt028370429
IRS990/OtherLiabilitiesGrp/EOYAmt028290602
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1453000
IRS990/OtherRevenueMiscGrp/BusinessCd2623990
IRS990/OtherRevenueMiscGrp/Desc0GUEST FEES
IRS990/OtherRevenueMiscGrp/Desc1STORE
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt058430
IRS990/OtherRevenueMiscGrp/ExclusionAmt120662
IRS990/OtherRevenueMiscGrp/ExclusionAmt220324
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058430
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120662
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220324
IRS990/OtherRevenueTotalAmt0107891
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0489394
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03897379
IRS990/OtherSalariesAndWagesGrp/TotalAmt04386773
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084328
IRS990/PayrollTaxesGrp/ProgramServicesAmt0297417
IRS990/PayrollTaxesGrp/TotalAmt0381745
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt083469
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0160918
IRS990/PensionPlanContributionsGrp/TotalAmt0244387
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01700175
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01755429
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0197565
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0160649
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0165405
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0279647
IRS990/PrincipalOfficerNm0ANNE THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE FEE
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2ENTRANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06394326
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12214991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2719465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06394326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12214991

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$45,735,309
Liabilities
$34,776,271
Net assets
$10,959,038
Revenue
$9,326,275
Expenses
$10,170,667
Net income
-$844,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.0$43.5$16.4$14.7$14.2$0.55
2023Detailed filing. Detailed filing data is available for this year.$52.2$39.2$13.0$11.0$13.5$2.51
2022Detailed filing. Detailed filing data is available for this year.$50.9$38.7$12.2$17.0$12.9$4.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.0$37.8$16.2$13.1$12.5$0.63
2020Detailed filing. Detailed filing data is available for this year.$46.7$34.2$12.5$11.4$12.5$1.01
2019Detailed filing. Detailed filing data is available for this year.$47.6$34.8$12.8$12.3$12.0$0.33
2018Detailed filing. Detailed filing data is available for this year.$48.1$34.5$13.6$12.4$11.2$1.17
2017Detailed filing. Detailed filing data is available for this year.$47.3$34.5$12.8$11.3$10.6$0.71
2016Detailed filing. Detailed filing data is available for this year.$45.7$34.8$11.0$9.33$10.2$0.84
2015Detailed filing. Detailed filing data is available for this year.$44.3$34.8$9.53$10.0$9.81$0.22
2014Detailed filing. Detailed filing data is available for this year.$46.0$34.7$11.3$9.69$9.18$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.2$33.9$10.3$10.3$8.83$1.48
2012Summary only. Only limited summary data is available for this year.$38.5$30.3$8.26$9.28$8.35$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$29.8$6.07$8.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.9$39.9$6.00$8.93