Civic Intelligence

William B Rice Eventide Home Inc

990 • Fiscal year 2015 • EIN 04-2106771

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization ProfileWWW.EVENTIDEHOME.ORG

View Organization Page

215 Adams StreetQuincy, MA 02169

(617) 472-8300

Siviq Scores

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

Liabilities / Assets

77th percentile

0.61x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

3.97x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

13th percentile

-9.6%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

31st percentile

$178,218

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

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

Asset Growth

98th percentile

99%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

38th percentile

0.5%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$43,994,126

Up $21,906,278 (+99%) from 2014

Net Assets

Down

$16,977,493

Down $1,041,326 (-5.8%) from 2014

Liabilities

Up

$27,016,633

Up $22,947,604 (+564%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin13th percentile

Revenue

Up

$6,799,255

Up $32,909 (+0.5%) from 2014

Expenses

Down

$7,452,366

Down $174,941 (-2.3%) from 2014

Net Income

Up

-$653,111

Up $207,850 (+24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$100M$50M$0-$50MAssets 2010: $24,025,400Liabilities 2010: $3,130,701Net Assets 2010: $20,894,6992010Assets 2011: $22,544,776Liabilities 2011: $2,651,604Net Assets 2011: $19,893,1722011Assets 2012: $22,518,546Liabilities 2012: $2,926,999Net Assets 2012: $19,591,5472012Assets 2013: $22,511,889Liabilities 2013: $3,557,254Net Assets 2013: $18,954,6352013Assets 2014: $22,087,848Liabilities 2014: $4,069,029Net Assets 2014: $18,018,8192014Assets 2015: $43,994,126Liabilities 2015: $27,016,633Net Assets 2015: $16,977,4932015Assets 2016: $68,081,122Liabilities 2016: $51,655,017Net Assets 2016: $16,426,1052016Assets 2017: $64,525,820Liabilities 2017: $51,404,104Net Assets 2017: $13,121,7162017Assets 2018: $64,947,843Liabilities 2018: $55,101,374Net Assets 2018: $9,846,4692018Assets 2019: $79,600,169Liabilities 2019: $73,374,636Net Assets 2019: $6,225,5332019Assets 2020: $89,102,741Liabilities 2020: $86,334,424Net Assets 2020: $2,768,3172020Assets 2021: $85,714,038Liabilities 2021: $85,661,789Net Assets 2021: $52,2492021Assets 2022: $87,530,296Liabilities 2022: $89,731,098Net Assets 2022: -$2,200,8022022Assets 2023: $87,267,317Liabilities 2023: $91,210,598Net Assets 2023: -$3,943,2812023Assets 2024: $84,256,830Liabilities 2024: $91,486,890Net Assets 2024: -$7,230,0602024

Highlighted filing

2015

Assets$43,994,126
Liabilities$27,016,633
Net Assets$16,977,493
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,455,6112010Expenses 2011: $6,645,7512011Expenses 2012: $7,510,0322012Revenue 2013: $6,772,394Expenses 2013: $7,643,000Net Income 2013: -$870,6062013Revenue 2014: $6,766,346Expenses 2014: $7,627,307Net Income 2014: -$860,9612014Revenue 2015: $6,799,255Expenses 2015: $7,452,366Net Income 2015: -$653,1112015Revenue 2016: $7,445,213Expenses 2016: $8,160,033Net Income 2016: -$714,8202016Revenue 2017: $7,427,876Expenses 2017: $10,833,541Net Income 2017: -$3,405,6652017Revenue 2018: $8,213,728Expenses 2018: $11,228,235Net Income 2018: -$3,014,5072018Revenue 2019: $8,878,348Expenses 2019: $10,439,914Net Income 2019: -$1,561,5662019Revenue 2020: $9,570,556Expenses 2020: $13,224,795Net Income 2020: -$3,654,2392020Revenue 2021: $11,971,764Expenses 2021: $14,590,008Net Income 2021: -$2,618,2442021Revenue 2022: $12,771,271Expenses 2022: $14,600,637Net Income 2022: -$1,829,3662022Revenue 2023: $13,163,388Expenses 2023: $14,933,842Net Income 2023: -$1,770,4542023Revenue 2024: $13,114,312Expenses 2024: $16,208,334Net Income 2024: -$3,094,0222024

Highlighted filing

2015

Revenue$6,799,255
Expenses$7,452,366
Net Income-$653,111
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$11,234,275
Mission and Program Overview

Mission

To maintain a unique life-care retirement community that provides individualized and caring supportive services in a home-like atmosphere which allows the residents to maintain independent lives with dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,177,231$5,150,225▼ $27,006
Investments in Publicly Traded Securities$5,994,321$3,301,926▼ $2,692,395
Accounts Receivable$528,714$554,559▲ $25,845
Cash and Non-Interest-Bearing Accounts$256,208$316,725▲ $60,517
Savings and Temporary Cash Investments$483,432$298,854▼ $184,578
Prepaid Expenses and Deferred Charges$117,310$114,116▼ $3,194
Total Assets$22,087,848$43,994,126▲ $21,906,278
Other Assets Total$9,530,632$34,257,721▲ $24,727,089
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,252,247$18,213,636▲ $15,961,389
Other Liabilities$0$3,695,436▲ $3,695,436
Accounts Payable and Accrued Expenses$348,265$3,323,868▲ $2,975,603
Escrow Account Liability$1,468,517$1,783,693▲ $315,176
Total Liabilities$4,069,029$27,016,633▲ $22,947,604
Net Assets / Fund Balance
Unrestricted Net Assets$17,958,919$16,917,593▼ $1,041,326
Permanently Rstr Net Assets$41,000$41,000→ $0
Temporarily Rstr Net Assets$18,900$18,900→ $0
Total Net Assets Fund Balance$18,018,819$16,977,493▼ $1,041,326
Total Liabilities and Net Assets / Fund Balance$22,087,848$43,994,126▲ $21,906,278

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,842,935$5,054,238$6,897,173
Land$3,151,077-$3,151,077
Equipment$145,759$1,414,163$1,559,922
Other Land Buildings$10,454$24,395$34,849
Other Assets Org$5,475,224--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$50,726-▲ $9,174-$59,900
2014$49,431-▲ $3,436$2,001$50,726
2013$47,012-▲ $4,658$2,172$49,431
2012$45,695-▲ $2,577$1,227$47,012
2011$44,177-▲ $2,914$1,358$45,695
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce HaglundExecutive DirectorFT$169,468$8,750$178,218
PAULA O'CONNORDirector of NursesFT$103,609$19,040$122,649
Janice FariaBusiness/hr DirectorFT$101,730$8,113$109,843

Board Members and Trustees

NameTitle
Donald PowellPresident (as of 03/2015)
Richard MeadePresident (thru 03/2015)
Brian GottaVice President (as of 03/2015)
Charles Rippberger MdDirector
Priscilla UrannDirector
Robert DolbecDirector
Robert FoyDirector
Ruth DobbieDirector
Sheila McintyreDirector
William JacksonDirector
Robert DwyerDirector (thru 03/2015)
William SmithDirector (thru 03/2015)
Michael McfarlandClerk
Amy RossTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Dellbrook ContructionContruction1 ADAM PLACE, Quincy, MA 02169$13,538,420
Vertec CorporationContruction180 MAIN STREET, North Easton, MA 02356$611,977
Rogerson CommunitiesManagement Services1 FLORENCE STREET, Roslindale, MA 02131$447,683
Creating Results LLCAdvertising1400 CROWN COURT SUITE 211, Woodbridge, VA 22193$227,427
Bc Ziegler & CoFinancial Consultant200 SOUTH WACKER DRIVE, Chicago, IL 60606$184,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,361,508
Investment Income
$413,063
Other Revenue
$24,684
Change in Net Assets
$-653,111

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,766,385
Revenue Not Reported on Financial Statements
$32,870
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,766,385
Total Revenue per Form 990
$6,799,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,498,466
Other Expenses$2,953,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,251,131$210,249-$3,461,380
Other Employee Benefits$476,495$36,609-$513,104
Occupancy$441,517--$441,517
Advertising$369,144--$369,144
Payroll Taxes$282,734$21,722-$304,456
Depreciation Depletion$251,334--$251,334
Current Officers, Directors, Trustees, and Key Employees-$178,218-$178,218
Office Expenses$74,672$5,532-$80,204
Insurance$50,176--$50,176
Other Expenses$48,967--$48,967
Fees for Services Accounting-$42,142-$42,142
Pension Plan Contributions$38,361$2,947-$41,308
Fees for Service Investment Mgmnt Fees-$32,870-$32,870
Fees for Services Other-$31,625-$31,625
Fees for Services Legal-$30,179-$30,179
All Other Expenses$12,093--$12,093
Fees for Services Lobbying$1,380--$1,380
Total Functional Expenses$6,860,273$592,093$0$7,452,366

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,452,366
Expenses per Audited Statements$7,419,496
Total Expenses per Audited Statements$7,419,496
Expenses Not Reported on Financial Statements$32,870
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sale Deposit Liability$3,695,436
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
No
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

“The executive director will review the form 990 with members of the board's executive committee. It will then be distributed to all members of the board of directors for approval before filing.”

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

“The organization has a written conflict of interest policy that is enforced annually by distribution of the policy and follow up to confirm no one is in conflict of the policy.”

Form 990, Part VI, Section B, Line 15A

“The president of the board and members of the executive committee approves executive director's salary. They regularly review salary studies done by state healthcare associations. Approval is documented in the board of directors' minutes. This was last done in 2015. An employment agreement was signed with the executive director for 3 years.”

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
William B Rice Eventide Home Inc
EIN
04-2106771
Phone
6174728300
Address
215 ADAMS STREET, QUINCY, MA 02169

Signing Officer

Name
Donald Powell
Title
President
Phone
6174728300
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Powell
Formed
1924
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
144
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 XII, LINE 2C:

“The organization has not changed either its audit oversight process or auditor selection process.”

Financial Statement Notes

PART IV, LINE 2B:

“Rice eventide is accepting preconstruction deposits for its fairing way project. Prospective residents may enter into one of two types of agreements to reserve either a position on a priority list or reserve a specific unit in the completed project. The priority list deposits are fully refundable upon request at any time. The 10% unit deposits are also refundable upon request at any time plus accumulate interest income earned on the deposit, less an administrative fee. The $10,000/unit deposits are nonrefundable, unless rice eventide is unable to deliver the right to occupy the residence on the closing date. The reservation deposits are being held by rice southfield, llc (disregarded entity of rice eventide).”

PART V, LINE 4:

“Temporarily restricted endowment funds are to be used for new resident beds. The permanent endowment fund's income is used for the general purposes of the home.”

PART X, LINE 2:

“The organization is a not-for-profit as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related income. Should the status be challenged in the future, the entities 2012 through 2015 tax years are open to examination by federal and state taxing authorities.”

Raw XML AppendixShowing 400 of 667 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0348265
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03323868
IRS990/AccountsReceivableGrp/BOYAmt0528714
IRS990/AccountsReceivableGrp/EOYAmt0554559
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MAINTAIN A UNIQUE LIFE-CARE RETIREMENT COMMUNITY THAT PROVIDES INDIVIDUALIZED AND CARING SUPPORTIVE SERVICES IN A HOME-LIKE ATMOSPHERE WHICH ALLOWS THE RESIDENTS TO MAINTAIN INDEPENDENT LIVES WITH DIGNITY.
IRS990/AdvertisingGrp/ProgramServicesAmt0369144
IRS990/AdvertisingGrp/TotalAmt0369144
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012093
IRS990/AllOtherExpensesGrp/TotalAmt012093
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANICE FARIA
IRS990/BooksInCareOfDetail/PhoneNum06174728300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 ADAMS STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0QUINCY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002169
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0256208
IRS990/CashNonInterestBearingGrp/EOYAmt0316725
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt012
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0178218
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0178218
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt013538420
IRS990/ContractorCompensationGrp/CompensationAmt1611977
IRS990/ContractorCompensationGrp/CompensationAmt2447683
IRS990/ContractorCompensationGrp/CompensationAmt3227427
IRS990/ContractorCompensationGrp/CompensationAmt4184000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01 ADAM PLACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1180 MAIN STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21 FLORENCE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31400 CROWN COURT SUITE 211
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4200 SOUTH WACKER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0QUINCY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NORTH EASTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ROSLINDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WOODBRIDGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002169
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd102356
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202131
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd322193
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460606
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DELLBROOK CONTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1VERTEC CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ROGERSON COMMUNITIES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CREATING RESULTS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4BC ZIEGLER & CO
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3ADVERTISING
IRS990/ContractorCompensationGrp/ServicesDesc4FINANCIAL CONSULTANT
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0413063
IRS990/CYOtherExpensesAmt02953900
IRS990/CYOtherRevenueAmt024684
IRS990/CYProgramServiceRevenueAmt06361508
IRS990/CYRevenuesLessExpensesAmt0-653111
IRS990/CYSalariesCompEmpBnftPaidAmt04498466
IRS990/CYTotalExpensesAmt07452366
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06799255
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0251334
IRS990/DepreciationDepletionGrp/TotalAmt0251334
IRS990/Desc0THE HOME PROVIDES SECURE HOUSING, QUALITY NURSING CARE, MEANINGFUL ACTIVITIES, OPPORTUNITIES FOR SOCIALIZATION, AND A WIDE VARIETY OF SUPPORTIVE SERVICES TO APPROXIMATELY 60 FRAIL ELDERS UNABLE TO LIVE INDEPENDENTLY IN THE COMMUNITY, WITHOUT REGARD FOR THEIR ABILITY TO PAY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0144
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt01468517
IRS990/EscrowAccountLiabilityGrp/EOYAmt01783693
IRS990/ExpenseAmt06860273
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042142
IRS990/FeesForServicesAccountingGrp/TotalAmt042142
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt030179
IRS990/FeesForServicesLegalGrp/TotalAmt030179
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt01380
IRS990/FeesForServicesLobbyingGrp/TotalAmt01380
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031625
IRS990/FeesForServicesOtherGrp/TotalAmt031625
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt032870
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt032870
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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/OtherCompensationAmt148750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519040
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt168113
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD MEADE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN GOTTA
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL MCFARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTH DOBBIE
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT DOLBEC
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT FOY
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SHEILA MCINTYRE
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES RIPPBERGER MD
IRS990/Form990PartVIISectionAGrp/PersonNm11PRISCILLA URANN
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm14JOYCE HAGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm15PAULA O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm16JANICE FARIA
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/ReportableCompFromOrgAmt14169468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15103609
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16101730
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/TitleTxt0PRESIDENT (AS OF 03/2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT (THRU 03/2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (AS OF 03/2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (THRU 03/2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (THRU 03/2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF NURSES
IRS990/Form990PartVIISectionAGrp/TitleTxt16BUSINESS/HR DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0327729
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04762749
IRS990/GrossReceiptsAmt011234275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt050176
IRS990/InsuranceGrp/TotalAmt050176
IRS990/InvestmentIncomeGrp/ExclusionAmt085334
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085334
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05994321
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03301926
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06492796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05177231
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05150225
IRS990/LandBldgEquipCostOrOtherBssAmt011643021
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04435020
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN A UNIQUE LIFE-CARE RETIREMENT COMMUNITY THAT PROVIDES INDIVIDUALIZED AND CARING SUPPORTIVE SERVICES IN A HOME-LIKE ATMOSPHERE WHICH ALLOWS THE RESIDENTS TO MAINTAIN INDEPENDENT LIVES WITH DIGNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02252247
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018213636
IRS990/NetAssetsOrFundBalancesBOYAmt018018819
IRS990/NetAssetsOrFundBalancesEOYAmt016977493
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0327729
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0327729
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-388215
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0441517
IRS990/OccupancyGrp/TotalAmt0441517
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05532
IRS990/OfficeExpensesGrp/ProgramServicesAmt074672
IRS990/OfficeExpensesGrp/TotalAmt080204
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09530632
IRS990/OtherAssetsTotalGrp/EOYAmt034257721
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036609
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0476495
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0513104
IRS990/OtherExpensesGrp/Desc0PATIENT CARE EXPENSES
IRS990/OtherExpensesGrp/Desc1NURSING USER FEE
IRS990/OtherExpensesGrp/Desc2205 ADAMS STREET
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ProgramServicesAmt01093794
IRS990/OtherExpensesGrp/ProgramServicesAmt1365089
IRS990/OtherExpensesGrp/ProgramServicesAmt2103386
IRS990/OtherExpensesGrp/ProgramServicesAmt348967
IRS990/OtherExpensesGrp/TotalAmt01093794
IRS990/OtherExpensesGrp/TotalAmt1365089
IRS990/OtherExpensesGrp/TotalAmt2103386
IRS990/OtherExpensesGrp/TotalAmt348967
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt03695436
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024684
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024684
IRS990/OtherRevenueTotalAmt024684
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0210249
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03251131
IRS990/OtherSalariesAndWagesGrp/TotalAmt03461380
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021722
IRS990/PayrollTaxesGrp/ProgramServicesAmt0282734
IRS990/PayrollTaxesGrp/TotalAmt0304456
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02947
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038361
IRS990/PensionPlanContributionsGrp/TotalAmt041308
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt041000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt041000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0117310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0114116
IRS990/PrincipalOfficerNm0DONALD POWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICLY-AIDED RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc3ANCILLARY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03355459
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12011794
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2590260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3403995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03355459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12011794
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2590260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3403995
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0490526
IRS990/PYOtherExpensesAmt03027175
IRS990/PYOtherRevenueAmt032388
IRS990/PYProgramServiceRevenueAmt06243432
IRS990/PYRevenuesLessExpensesAmt0-860961
IRS990/PYSalariesCompEmpBnftPaidAmt04600132
IRS990/PYTotalExpensesAmt07627307
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06766346
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-653111
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06386192
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0483432
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0298854
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020140

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$43,994,126
Liabilities
$27,016,633
Net assets
$16,977,493
Revenue
$6,799,255
Expenses
$7,452,366
Net income
-$653,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$91.5$7.23$13.1$16.2$3.09
2023Detailed filing. Detailed filing data is available for this year.$87.3$91.2$3.94$13.2$14.9$1.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.5$89.7$2.20$12.8$14.6$1.83
2021Detailed filing. Detailed filing data is available for this year.$85.7$85.7$0.05$12.0$14.6$2.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.1$86.3$2.77$9.57$13.2$3.65
2019Detailed filing. Detailed filing data is available for this year.$79.6$73.4$6.23$8.88$10.4$1.56
2018Detailed filing. Detailed filing data is available for this year.$64.9$55.1$9.85$8.21$11.2$3.01
2017Detailed filing. Detailed filing data is available for this year.$64.5$51.4$13.1$7.43$10.8$3.41
2016Detailed filing. Detailed filing data is available for this year.$68.1$51.7$16.4$7.45$8.16$0.71
2015Detailed filing. Detailed filing data is available for this year.$44.0$27.0$17.0$6.80$7.45$0.65
2014Detailed filing. Detailed filing data is available for this year.$22.1$4.07$18.0$6.77$7.63$0.86
2013Detailed filing. Detailed filing data is available for this year.$22.5$3.56$19.0$6.77$7.64$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$2.93$19.6$7.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$2.65$19.9$6.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$3.13$20.9$6.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $25M-$50M nonprofits