Civic Intelligence

Glenmeadow Inc.

990 • Fiscal year 2020 • EIN 04-2105937

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 10, 2021

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

83rd percentile

0.73x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.99x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

19th percentile

-8.8%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$283,098

Higher top officer pay than 59% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

19th percentile

-1.7%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-6.9%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$46,724,776

Down $826,906 (-1.7%) from 2019

Net Assets

Down

$12,505,354

Down $247,070 (-1.9%) from 2019

Liabilities

Down

$34,219,422

Down $579,836 (-1.7%) from 2019

Revenue

Down

$11,446,194

Down $846,269 (-6.9%) from 2019

Expenses

Up

$12,453,857

Up $490,070 (+4.1%) from 2019

Net Income

Down

-$1,007,663

Down $1,336,339 (-407%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$46,724,776
Liabilities$34,219,422
Net Assets$12,505,354

Operations Trend

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

2020

Revenue$11,446,194
Expenses$12,453,857
Net Income-$1,007,663
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 10, 2021
Return Version
2019v5.2
Gross Receipts
$22,666,693
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
Investments in Publicly Traded Securities$19,969,757$20,648,173▲ $678,416
Land, Buildings, and Equipment, Net$19,390,143$19,097,051▼ $293,092
Savings and Temporary Cash Investments$2,831,406$2,168,697▼ $662,709
Cash and Non-Interest-Bearing Accounts$2,375,784$1,934,443▼ $441,341
Accounts Receivable$479,611$286,872▼ $192,739
Prepaid Expenses and Deferred Charges$210,303$220,678▲ $10,375
Investments Other Securities$58,785$58,322▼ $463
Pledges and Grants Receivable$19,588$19,588→ $0
Intangible Assets$17,333$14,288▼ $3,045
Total Assets$47,551,682$46,724,776▼ $826,906
Other Assets Total$2,198,972$2,276,664▲ $77,692
Liabilities
Other Liabilities$29,143,885$28,544,159▼ $599,726
Deferred Revenue$3,209,549$3,436,585▲ $227,036
Tax Exempt Bond Liabilities$1,778,062$1,629,827▼ $148,235
Escrow Account Liability$423,866$410,889▼ $12,977
Accounts Payable and Accrued Expenses$179,314$158,379▼ $20,935
Mortgage Notes Payable Secured by Investment Property$64,582$39,583▼ $24,999
Total Liabilities$34,799,258$34,219,422▼ $579,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,897,062$10,583,837▼ $313,225
Net Assets With Donor Restrictions$1,855,362$1,921,517▲ $66,155
Total Net Assets Fund Balance$12,752,424$12,505,354▼ $247,070
Total Liabilities and Net Assets / Fund Balance$47,551,682$46,724,776▼ $826,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,482,819$17,727,185$31,210,004
Equipment$2,580,010$3,443,284$6,023,294
Land$2,817,051-$2,817,051
Other Land Buildings$217,171$18,672$235,843

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,899,928$88,564▲ $147,055$185,966$1,949,581
2018$1,984,603$79,346▼ $692$163,329$1,899,928
2017$1,935,037$64,377▲ $45,985$60,796$1,984,603
2016$1,825,830$29,266▲ $110,866$30,925$1,935,037
2015$1,732,705$109,814▲ $55,254$71,943$1,825,830
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne ThomasPresident/CEOFT$223,080$60,018$283,098
David LeslieVP of FinanceFT$154,150$27,392$181,542
Anne WestcottVP of OperationsFT$151,207$27,186$178,393
Linda EdwardsVP of MarketingFT$129,816$9,367$139,183
Emily PerkinsVP Health and WellnessFT$109,960$12,707$122,667

Board Members and Trustees

NameTitle
Dennis FitzpatrickChair
Amy SanterelliVice Chair
Aaron MendelsonDirector
Amy CorsettiDirector
Annette LernerDirector
Crystal DiamondDirector
Jerome GurlandDirector
John GallupDirector
Naren DhamodharanDirector
Paul BardenDirector
Paul MarcheseDirector
Stephen HoytDirector
Michael TrembleDirector - Eff 11/12/19
Kelly KochClerk
Richard GoldsteinInterim Treasurer
Norman SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Graystone ConsultingInvestment Fees53 STATE STREET, Boston, MA 02109$182,234
Revenue and Support

Revenue Composition

Contributions and Grants
$272,956
Program Service Revenue
$11,017,384
Investment Income
$77,311
Other Revenue
$78,543
All Other Contributions
$272,956
Change in Net Assets
$-1,007,663

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,232,361
Revenue Not Reported on Financial Statements
$213,833
Revenue Not Reported on Form 990
$760,593
Other Revenue Adjustments
$45,095
Total Revenue per Audited Statements
$11,992,954
Total Revenue per Form 990
$11,446,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,266,867
Other Expenses$5,141,895
Total Fundraising Expense$46,712
Grants and Similar Amounts Paid$45,095
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,249,868$741,736-$5,991,604
Depreciation Depletion$1,524,445--$1,524,445
Insurance$495,496$145,407-$640,903
Payroll Taxes$390,689$158,197-$548,886
Current Officers, Directors, Trustees, and Key Employees$134,675$259,453$34,549$428,677
All Other Expenses$91,942$309,878-$401,820
Occupancy$368,943--$368,943
Pension Plan Contributions$216,407$81,293-$297,700
Fees for Service Investment Mgmnt Fees-$168,738-$168,738
Office Expenses$72,114$40,787$4,107$117,008
Other Expenses$324,781$112,141-$112,141
Interest$51,290--$51,290
Fees for Services Other$7,228$31,146$8,056$46,430
Grants to Domestic Individuals$45,095--$45,095
Fees for Services Accounting-$29,422-$29,422
Advertising$1,299$25,404-$26,703
Travel$15,551$5,886-$21,437
Fees for Services Legal-$14,631-$14,631
Total Functional Expenses$10,283,026$2,124,119$46,712$12,453,857

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,453,857
Expenses per Audited Statements$12,240,024
Total Expenses per Audited Statements$12,240,024
Expenses Not Reported on Financial Statements$213,833
Other Expense Adjustments$45,095
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Aaron MendolsonInterested Person Was a Tenant and Is a Board MemberResident Fees Refunded in Usual Course of Business Under Same Terms Offered to General PublicNo$258,741
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fees Refundable to Residents$25,567,436
Pending Entrance Fee Refunds$1,539,175
Accrued Expenses$912,702
Deferred Compensation$509,085
Other$15,761

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
Yes
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 11B

Glenmeadow's audit committee has been authorized 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 vp of finance, vp of operations and the vp of marketing and strategic initiatives.

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
Anne Thomas
Title
President and CEO
Phone
4135677800
Signed
2021-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Thomas
Formed
1884
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
15
Employees
309
Volunteers
83

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

Form 990, Part III, Line 2

The organization started a new program to help combat social isolation that might result in depression, cognitive decline and other health problems experienced by older adults. As part of the program, glenmeadow received a grant to help train volunteers, who are mostly older adults themselves, to work with elders who seek companionship.

FORM 990, PART XI, LINE 9:

Change in present value of retirement obligation 2,398.

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 ($244,303) is reservation deposits prior to occupancy. Security deposit fund ($193,857) 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 2D - OTHER ADJUSTMENTS:

Change in present value of retirement obligation 2,398.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial assistance reported as an expense on 990 45,095.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial assistance reported as an expense on 990 45,095.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt026800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt117392
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt39367
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt412707
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/PersonNm0ANNE THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE WESTCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILY PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm6AMY SANTERELLI
IRS990/Form990PartVIISectionAGrp/PersonNm7NORMAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm9KELLY KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm11CRYSTAL DIAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm12JEROME GURLAND
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL BARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm14NAREN DHAMODHARAN
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN GALLUP
IRS990/Form990PartVIISectionAGrp/PersonNm16ANNETTE LERNER
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY CORSETTI
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL MARCHESE
IRS990/Form990PartVIISectionAGrp/PersonNm19AARON MENDELSON
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL TREMBLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0256298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1164150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2161207
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3129816
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4109960
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/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP HEALTH AND WELLNESS
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8INTERIM TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR - EFF 11/12/19
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-17536
IRS990/GainOrLossGrp/SecuritiesAmt0-536501
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt045095
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt045095
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt045095
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03039
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010663423
IRS990/GrossReceiptsAmt022666693
IRS990/GrossRentsGrp/RealAmt09464
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0145407
IRS990/InsuranceGrp/ProgramServicesAmt0495496
IRS990/InsuranceGrp/TotalAmt0640903
IRS990/IntangibleAssetsGrp/BOYAmt017333
IRS990/IntangibleAssetsGrp/EOYAmt014288
IRS990/InterestGrp/ProgramServicesAmt051290
IRS990/InterestGrp/TotalAmt051290
IRS990/InvestmentIncomeGrp/ExclusionAmt0631348
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0631348
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt058785
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt058322
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019969757
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020648173
IRS990/InvestTaxExemptBondsInd01
IRS990/IRPDocumentCnt062
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021189141
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019390143
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019097051
IRS990/LandBldgEquipCostOrOtherBssAmt040286192
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt020575
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011199924
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/BOYAmt064582
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt039583
IRS990/NetAssetsOrFundBalancesBOYAmt012752424
IRS990/NetAssetsOrFundBalancesEOYAmt012505354
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-554037
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-554037
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09464
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09464
IRS990/NetUnrelatedBusTxblIncmAmt0-610
IRS990/NetUnrlzdGainsLossesInvstAmt0758195
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010897062
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010583837
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0368943
IRS990/OccupancyGrp/TotalAmt0368943
IRS990/OfficeExpensesGrp/FundraisingAmt04107
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040787
IRS990/OfficeExpensesGrp/ProgramServicesAmt072114
IRS990/OfficeExpensesGrp/TotalAmt0117008
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02198972
IRS990/OtherAssetsTotalGrp/EOYAmt02276664
IRS990/OtherChangesInNetAssetsAmt02398
IRS990/OtherExpensesGrp/Desc0FOOD & RELATED SUPPLIES
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WORKERS' COMPENSATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0112141
IRS990/OtherExpensesGrp/ProgramServicesAmt0746494
IRS990/OtherExpensesGrp/ProgramServicesAmt1546709
IRS990/OtherExpensesGrp/ProgramServicesAmt2324781
IRS990/OtherExpensesGrp/TotalAmt0746494
IRS990/OtherExpensesGrp/TotalAmt1546709
IRS990/OtherExpensesGrp/TotalAmt2324781
IRS990/OtherExpensesGrp/TotalAmt3112141
IRS990/OtherLiabilitiesGrp/BOYAmt029143885
IRS990/OtherLiabilitiesGrp/EOYAmt028544159
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1453000
IRS990/OtherRevenueMiscGrp/BusinessCd2623990
IRS990/OtherRevenueMiscGrp/Desc0GUEST FEES
IRS990/OtherRevenueMiscGrp/Desc1STORE
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt029225
IRS990/OtherRevenueMiscGrp/ExclusionAmt127628
IRS990/OtherRevenueMiscGrp/ExclusionAmt25523
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt127628
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212226
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt06703
IRS990/OtherRevenueTotalAmt069079
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0741736
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05249868
IRS990/OtherSalariesAndWagesGrp/TotalAmt05991604
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0158197
IRS990/PayrollTaxesGrp/ProgramServicesAmt0390689
IRS990/PayrollTaxesGrp/TotalAmt0548886
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt081293
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0216407
IRS990/PensionPlanContributionsGrp/TotalAmt0297700
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019588
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt019588
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0210303
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0220678
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

Document Assets

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Filings

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