Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2016 • EIN 04-2996627

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 25, 2017

100 Bassett Brook DriveEasthampton, MA 01027

(413) 586-0006

Siviq Scores

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

Liabilities / Assets

98th percentile

1.82x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

8.95x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$213,063

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-3.0%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$24,018,357

Down $169,799 (-0.7%) from 2015

Net Assets

Down

-$19,716,325

Down $896,725 (-4.8%) from 2015

Liabilities

Up

$43,734,682

Up $726,926 (+1.7%) from 2015

Revenue

Down

$4,889,117

Down $150,317 (-3.0%) from 2015

Expenses

Up

$5,857,500

Up $31,681 (+0.5%) from 2015

Net Income

Down

-$968,383

Down $181,998 (-23%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0-$20M-$40MAssets 2011: $25,628,749Liabilities 2011: $27,642,570Net Assets 2011: -$2,013,8212011Assets 2012: $25,643,504Liabilities 2012: $27,130,738Net Assets 2012: -$1,487,2342012Assets 2013: $25,590,360Liabilities 2013: $42,136,813Net Assets 2013: -$16,546,4532013Assets 2014: $23,840,056Liabilities 2014: $41,852,221Net Assets 2014: -$18,012,1652014Assets 2015: $24,188,156Liabilities 2015: $43,007,756Net Assets 2015: -$18,819,6002015Assets 2016: $24,018,357Liabilities 2016: $43,734,682Net Assets 2016: -$19,716,3252016Assets 2017: $22,905,581Liabilities 2017: $43,825,344Net Assets 2017: -$20,919,7632017Assets 2018: $22,998,135Liabilities 2018: $45,060,947Net Assets 2018: -$22,062,8122018Assets 2019: $21,279,857Liabilities 2019: $45,027,360Net Assets 2019: -$23,747,5032019Assets 2020: $20,660,860Liabilities 2020: $45,639,532Net Assets 2020: -$24,978,6722020Assets 2021: $20,123,468Liabilities 2021: $45,262,314Net Assets 2021: -$25,138,8462021Assets 2022: $19,646,574Liabilities 2022: $45,182,894Net Assets 2022: -$25,536,3202022Assets 2023: $20,250,178Liabilities 2023: $45,702,230Net Assets 2023: -$25,452,0522023Assets 2024: $21,336,551Liabilities 2024: $46,640,775Net Assets 2024: -$25,304,2242024

Highlighted filing

2016

Assets$24,018,357
Liabilities$43,734,682
Net Assets-$19,716,325

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,571,001Expenses 2011: $5,476,351Net Income 2011: $94,6502011Revenue 2012: $6,087,443Expenses 2012: $5,614,326Net Income 2012: $473,1172012Revenue 2013: $5,279,494Expenses 2013: $5,803,095Net Income 2013: -$523,6012013Revenue 2014: $4,677,861Expenses 2014: $6,183,861Net Income 2014: -$1,506,0002014Revenue 2015: $5,039,434Expenses 2015: $5,825,819Net Income 2015: -$786,3852015Revenue 2016: $4,889,117Expenses 2016: $5,857,500Net Income 2016: -$968,3832016Revenue 2017: $4,980,455Expenses 2017: $6,270,666Net Income 2017: -$1,290,2112017Revenue 2018: $5,650,651Expenses 2018: $6,723,946Net Income 2018: -$1,073,2952018Revenue 2019: $6,167,276Expenses 2019: $7,262,312Net Income 2019: -$1,095,0362019Revenue 2020: $6,118,249Expenses 2020: $7,481,315Net Income 2020: -$1,363,0662020Revenue 2021: $6,704,527Expenses 2021: $7,231,869Net Income 2021: -$527,3422021Revenue 2022: $7,541,316Expenses 2022: $7,656,386Net Income 2022: -$115,0702022Revenue 2023: $7,633,589Expenses 2023: $7,731,995Net Income 2023: -$98,4062023Revenue 2024: $8,061,200Expenses 2024: $8,087,398Net Income 2024: -$26,1982024

Highlighted filing

2016

Revenue$4,889,117
Expenses$5,857,500
Net Income-$968,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$5,076,558
Mission and Program Overview

Mission

To respond with respect and compassion to the changing needs of older adults in our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,259,087$20,786,019▼ $473,068
Savings and Temporary Cash Investments$1,903,141$2,000,414▲ $97,273
Investments in Publicly Traded Securities$860,704$902,209▲ $41,505
Accounts Receivable$44,585$88,699▲ $44,114
Prepaid Expenses and Deferred Charges$76,877$54,260▼ $22,617
Pledges and Grants Receivable$3,000$3,000→ $0
Cash and Non-Interest-Bearing Accounts$823$823→ $0
Total Assets$24,188,156$24,018,357▼ $169,799
Other Assets Total$39,939$182,933▲ $142,994
Liabilities
Other Liabilities$37,533,525$38,433,057▲ $899,532
Mortgage Notes Payable Secured by Investment Property$2,993,377$2,720,646▼ $272,731
Deferred Revenue$2,195,665$2,301,409▲ $105,744
Accounts Payable and Accrued Expenses$285,189$279,570▼ $5,619
Total Liabilities$43,007,756$43,734,682▲ $726,926
Net Assets / Fund Balance
Temporarily Rstr Net Assets$228,762$278,735▲ $49,973
Permanently Rstr Net Assets$172,000$172,000→ $0
Unrestricted Net Assets$-19,220,362$-20,167,060▼ $946,698
Total Net Assets Fund Balance$-18,819,600$-19,716,325▼ $896,725
Total Liabilities and Net Assets / Fund Balance$24,188,156$24,018,357▼ $169,799

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,149,246$19,291,432$38,440,678
Land$1,444,022-$1,444,022
Equipment$164,049$449,246$613,295
Other Land Buildings$28,702$95,322$124,024

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$938,842-▲ $52,661-$991,503
2015$890,341$72,000▼ $285$23,214$938,842
2014$825,134$10,000▲ $55,207-$890,341
2013$531,410$180,000▲ $113,724-$825,134
2012$468,565-▲ $62,845-$531,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WrightExecutive DirectorFT$185,000$28,063$213,063
Debra ParryDirector of Finance-thru Aug 2016FT$66,188$9,900$76,088
Frank SansomDirector of Finance-beg Nov 2016FT$14,102$3,431$17,533
Edward EtheredgeAssistant Clerk-$1,140-$1,140

Board Members and Trustees

NameTitle
Anne LanningChair
Peter Van PeltVice Chair
Bruce HawkinsDirector
David StevensDirector
Ellen OberDirector
Jack DevlinDirector
Joan WoffordDirector
Karen ClarkDirector
Lisa HalbertDirector
Marianne ZurnDirector
Peter RoweDirector
Phebe SessionsDirector
Robin LongoDirector
Susan CloptonDirector
Tim BrennanSecretary
Charles JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Springvalley LandscapingLandscaping ServicesPO BOX 711, Hatfield, MA 01038$248,154
Kendal CorporationAffiliation Services1107 E BALTIMORE PIKE, Kennett Square, PA 19348$181,200
John Assad ConstructionConstruction Services35 BRENTWOOD DRIVE, Wilbraham, MA 01095$174,950
Decosme ConstructionConstruction Services452 MAPLE ROAD, Longmeadow, MA 01106$159,690
Dimauro Carpet & TileFlooring Services185 SHAKER ROAD, East Longmeadow, MA 01028$114,868
Revenue and Support

Revenue Composition

Contributions and Grants
$101,537
Program Service Revenue
$4,774,169
Investment Income
$13,411
Other Revenue
$0
All Other Contributions
$101,537
Change in Net Assets
$-968,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,908,483
Revenue Not Reported on Financial Statements
$-19,366
Revenue Not Reported on Form 990
$71,658
Other Revenue Adjustments
$-19,366
Total Revenue per Audited Statements
$4,980,141
Total Revenue per Form 990
$4,889,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,528,890
Salaries, Compensation, and Employee Benefits$2,328,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,217,038$429,012-$1,646,050
Depreciation Depletion$1,450,521--$1,450,521
Occupancy$542,050$28,382-$570,432
Current Officers, Directors, Trustees, and Key Employees-$307,824-$307,824
Advertising-$223,025-$223,025
Payments to Affiliates-$182,370-$182,370
Payroll Taxes$124,101$54,535-$178,636
Other Employee Benefits$126,860$31,454-$158,314
Interest$143,439--$143,439
Information Technology-$92,774-$92,774
All Other Expenses$38,223$43,973-$82,196
Other Expenses$79,936--$79,936
Fees for Services Accounting-$42,973-$42,973
Office Expenses$1,279$37,336-$38,615
Pension Plan Contributions$20,866$16,920-$37,786
Insurance-$35,569-$35,569
Travel$26,696$6,711-$33,407
Fees for Services Other-$18,516-$18,516
Fees for Services Legal-$4,093-$4,093
Conferences and Meetings$11$2,829-$2,840
Total Functional Expenses$4,299,204$1,558,296$0$5,857,500

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,876,866
Expenses per Audited Statements$5,857,500
Total Expenses per Form 990$5,857,500
Expenses Not Reported on Form 990$19,366
Expenses Not Reported on Financial Statements$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
Jim MoranOwner of Mj MoranPlumbing and Heating ServicesNo$34,058
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$38,080,668
Deposit-prospective Residents$309,000
Charitable Gift Annunities$43,389
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

Lathrop has an affiliation agreement with the kendal corporation (kendal) . Lathrop remains a separate corporation with its own board of directors. Under the affiliation agreement, kendal must approve 1) the election of board members of lathrop, 2) amendments to the articles of incorporation and certain sections of the bylaws, 3) incurrence of debt in excess of amounts specified in the agreement, 4) changes in the corporate purpose, 5) use of the name "kendal", 6) the substance of resident contracts, 7) purchase, sale, lease or other disposition of real estate or improvements thereon with the value in excess of amounts specified in the agreement, and 8) dissolution, merger or acquistion of another entity. Kendal provides management advice and expertise in every area of operations to lathrop.

Form 990, Part VI, Section A, Line 8B

No committees with the authority to act on behalf of the governing body.

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

All board members will receive the form 990 and its accompanying schedules and perform a brief review for overall accuracy and completeness before signing the form.

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

Annually all board of directors, senior managers, and directors emeritus are required to complete a conflict of interest form. A board committee has primary oversight for the completion of the conflict of interest forms.

Form 990, Part VI, Section B, Line 15

The executive committee of the board of directors is responsible for determining the executive director compensation. The director of human resources provides comparability wage data derived from both local and national salay survey sources. Executive director is not part of the deliberation regarding his compensation. Executive director is responsible for the determination of the director of finance's compensation, in consultation with kendal corporation and lathrop's director of human resources, derived from both local and national salary survey sources. Director of finance is not part of the deliberation regarding compensation.

Form 990, Part VI, Section C, Line 19

Lathrop makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lathrop Community Inc
EIN
04-2996627
Phone
4135860006
Address
100 BASSETT BROOK DRIVE, EASTHAMPTON, MA 01027

Signing Officer

Name
Thomas Wright
Title
Officer
Phone
4135860006
Signed
2017-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wright
Formed
1988
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
78
Volunteers
30

Preparer

Firm
Whittlesey & Hadley Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Steve C Erickson
Phone
4135363970
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split interest agreements 37,253.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interest agreements

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Loss on disposal of assets

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of assets

Part V, Line 4

Income from permanently restricted endowment funds is temporarily restricted and will be used for residency assistance, professional development for lathrop's employees, college level scholarship assistance for children of lathrop's employees, and operating support as determined by lathrop's management. Income from board designated endowment funds will be used to accomplish other specific objectives of the organization.

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

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt163431
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1728063
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt189900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN CLOPTON
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE LANNING
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIANNE ZURN
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER VAN PELT
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8BRUCE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm10PHEBE SESSIONS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOAN WOFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm13ELLEN OBER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBIN LONGO
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm16FRANK SANSOM
IRS990/Form990PartVIISectionAGrp/PersonNm17THOMAS WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBRA PARRY
IRS990/Form990PartVIISectionAGrp/PersonNm19EDWARD ETHEREDGE
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/ReportableCompFromOrgAmt1614102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17185000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1866188
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt191140
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR OF FINANCE-BEG NOV 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR OF FINANCE-THRU AUG 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSISTANT CLERK
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-19366
IRS990/GainOrLossGrp/SecuritiesAmt03173
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0171248
IRS990/GrossReceiptsAmt05076558
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt092774
IRS990/InformationTechnologyGrp/TotalAmt092774
IRS990/InsuranceGrp/ManagementAndGeneralAmt035569
IRS990/InsuranceGrp/TotalAmt035569
IRS990/InterestGrp/ProgramServicesAmt0143439
IRS990/InterestGrp/TotalAmt0143439
IRS990/InvestmentIncomeGrp/ExclusionAmt029604
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029604
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0860704
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0902209
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019836000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021259087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020786019
IRS990/LandBldgEquipCostOrOtherBssAmt040622019
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt019366
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0168075
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RESPOND WITH RESPECT AND COMPASSION TO THE CHANGING NEEDS OF OLDER ADULTS IN OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02993377
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02720646
IRS990/NetAssetsOrFundBalancesBOYAmt0-18819600
IRS990/NetAssetsOrFundBalancesEOYAmt0-19716325
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16193
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16193
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034405
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028382
IRS990/OccupancyGrp/ProgramServicesAmt0542050
IRS990/OccupancyGrp/TotalAmt0570432
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037336
IRS990/OfficeExpensesGrp/ProgramServicesAmt01279
IRS990/OfficeExpensesGrp/TotalAmt038615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt039939
IRS990/OtherAssetsTotalGrp/EOYAmt0182933
IRS990/OtherChangesInNetAssetsAmt037253
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031454
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126860
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0158314
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0249793
IRS990/OtherExpensesGrp/ProgramServicesAmt1143181
IRS990/OtherExpensesGrp/ProgramServicesAmt2135210
IRS990/OtherExpensesGrp/ProgramServicesAmt379936
IRS990/OtherExpensesGrp/TotalAmt0249793
IRS990/OtherExpensesGrp/TotalAmt1143181
IRS990/OtherExpensesGrp/TotalAmt2135210
IRS990/OtherExpensesGrp/TotalAmt379936
IRS990/OtherLiabilitiesGrp/BOYAmt037533525
IRS990/OtherLiabilitiesGrp/EOYAmt038433057
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0429012
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01217038
IRS990/OtherSalariesAndWagesGrp/TotalAmt01646050
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0182370
IRS990/PaymentsToAffiliatesGrp/TotalAmt0182370
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054535
IRS990/PayrollTaxesGrp/ProgramServicesAmt0124101
IRS990/PayrollTaxesGrp/TotalAmt0178636
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016920
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020866
IRS990/PensionPlanContributionsGrp/TotalAmt037786
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0172000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0172000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076877
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054260
IRS990/PrincipalOfficerNm0THOMAS WRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2812900
IRS990/ProgramServiceRevenueGrp/BusinessCd3812900
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1AMORT OF ENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER FEES
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORT SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03830261
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1478264
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2267490
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3198154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03830261
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1478264
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2267490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3198154
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0176034

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$46.6$25.3$8.06$8.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$20.3$45.7$25.5$7.63$7.73$0.10
2022Detailed filing. Detailed filing data is available for this year.$19.6$45.2$25.5$7.54$7.66$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$45.3$25.1$6.70$7.23$0.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$45.6$25.0$6.12$7.48$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$45.0$23.7$6.17$7.26$1.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$45.1$22.1$5.65$6.72$1.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$43.8$20.9$4.98$6.27$1.29
2016Detailed filing. Detailed filing data is available for this year.$24.0$43.7$19.7$4.89$5.86$0.97
2015Detailed filing. Detailed filing data is available for this year.$24.2$43.0$18.8$5.04$5.83$0.79
2014Summary only. Only limited summary data is available for this year.$23.8$41.9$18.0$4.68$6.18$1.51
2013Summary only. Only limited summary data is available for this year.$25.6$42.1$16.5$5.28$5.80$0.52
2012Summary only. Only limited summary data is available for this year.$25.6$27.1$1.49$6.09$5.61$0.47
2011Summary only. Only limited summary data is available for this year.$25.6$27.6$2.01$5.57$5.48$0.09