Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2017 • EIN 04-2996627

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

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

99th percentile

1.91x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

8.80x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$219,868

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

15th percentile

-4.6%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.9%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$22,905,581

Down $1,112,776 (-4.6%) from 2016

Net Assets

Down

-$20,919,763

Down $1,203,438 (-6.1%) from 2016

Liabilities

Up

$43,825,344

Up $90,662 (+0.2%) from 2016

Revenue

Up

$4,980,455

Up $91,338 (+1.9%) from 2016

Expenses

Up

$6,270,666

Up $413,166 (+7.1%) from 2016

Net Income

Down

-$1,290,211

Down $321,828 (-33%) from 2016

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

2017

Assets$22,905,581
Liabilities$43,825,344
Net Assets-$20,919,763

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

2017

Revenue$4,980,455
Expenses$6,270,666
Net Income-$1,290,211
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Gross Receipts
$5,082,908
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$20,786,019$20,104,647▼ $681,372
Investments in Publicly Traded Securities$902,209$1,005,832▲ $103,623
Savings and Temporary Cash Investments$2,000,414$755,173▼ $1,245,241
Other Notes and Loans Receivable, Net-$149,000-
Accounts Receivable$88,699$91,313▲ $2,614
Prepaid Expenses and Deferred Charges$54,260$51,236▼ $3,024
Pledges and Grants Receivable$3,000--
Cash and Non-Interest-Bearing Accounts$823$409▼ $414
Total Assets$24,018,357$22,905,581▼ $1,112,776
Other Assets Total$182,933$747,971▲ $565,038
Liabilities
Other Liabilities$38,433,057$38,099,547▼ $333,510
Mortgage Notes Payable Secured by Investment Property$2,720,646$2,822,202▲ $101,556
Deferred Revenue$2,301,409$2,416,331▲ $114,922
Accounts Payable and Accrued Expenses$279,570$487,264▲ $207,694
Total Liabilities$43,734,682$43,825,344▲ $90,662
Net Assets / Fund Balance
Temporarily Rstr Net Assets$278,735$316,472▲ $37,737
Permanently Rstr Net Assets$172,000$172,000→ $0
Unrestricted Net Assets$-20,167,060$-21,408,235▼ $1,241,175
Total Net Assets Fund Balance$-19,716,325$-20,919,763▼ $1,203,438
Total Liabilities and Net Assets / Fund Balance$24,018,357$22,905,581▼ $1,112,776

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,505,871$20,610,069$39,115,940
Land$1,444,022-$1,444,022
Equipment$136,254$482,036$618,290
Other Land Buildings$18,500$118,024$136,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$991,503-▲ $109,508-$1,101,011
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WrightExecutive DirectorFT$183,757$36,111$219,868
Frank SansomDirector of FinanceFT$96,385$23,565$119,950
Edward EtheredgeAssistant Clerk-$1,290-$1,290

Board Members and Trustees

NameTitle
Anne LanningChair
David StevensVice Chair
Ann LebrunDirector
Bruce HawkinsDirector
Ellen OberDirector
Jack DevlinDirector
Joan WoffordDirector
Karen ClarkDirector
Lisa HalbertDirector
Marianne ZurnDirector
Peter RoweDirector
Phebe SessionsDirector
Robin LongoDirector
Susan CloptonDirector
Peter Van PeltSecretary
Charles JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Dimella ShafferArchitect Services281 SUMMER STREET, Boston, MA 02210$464,813
Springvalley LandscapingLandscaping ServicesPO BOX 711, Hatfield, MA 01038$312,321
John Assad ConstructionConstruction Services35 BRENTWOOD DRIVE, Wilbraham, MA 01095$205,125
Kendal CorporationAffiliation Services1107 E BALTIMORE PIKE, Kennett Square, PA 19348$188,824
Kitchen EncountersConstruction Services15 RAILROAD AVE 1, Wilbraham, MA 01095$110,790
Revenue and Support

Revenue Composition

Contributions and Grants
$80,045
Program Service Revenue
$4,894,699
Investment Income
$5,711
Other Revenue
$0
All Other Contributions
$80,045
Change in Net Assets
$-1,290,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,007,789
Revenue Not Reported on Financial Statements
$-27,334
Revenue Not Reported on Form 990
$91,593
Other Revenue Adjustments
$-27,334
Total Revenue per Audited Statements
$5,099,382
Total Revenue per Form 990
$4,980,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,850,930
Salaries, Compensation, and Employee Benefits$2,419,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,295,811$332,930-$1,628,741
Depreciation Depletion$1,531,526--$1,531,526
Occupancy$569,123$29,889-$599,012
Current Officers, Directors, Trustees, and Key Employees-$353,109-$353,109
Other Employee Benefits$126,781$81,289-$208,070
Advertising-$197,591-$197,591
Payroll Taxes$136,700$52,314-$189,014
Payments to Affiliates-$188,824-$188,824
Interest$129,817--$129,817
All Other Expenses$59,549$60,765-$120,314
Information Technology-$94,137-$94,137
Other Expenses$84,250--$84,250
Pension Plan Contributions$22,881$17,921-$40,802
Office Expenses$1,449$32,972-$34,421
Travel$25,350$8,443-$33,793
Fees for Services Accounting-$31,560-$31,560
Insurance-$30,076-$30,076
Fees for Services Legal-$20,928-$20,928
Conferences and Meetings-$1,110-$1,110
Fees for Services Other-$776-$776
Total Functional Expenses$4,736,032$1,534,634$0$6,270,666

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,302,820
Expenses per Audited Statements$6,270,666
Total Expenses per Form 990$6,270,666
Expenses Not Reported on Form 990$32,154
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$82,918
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$37,658,393
Deposit-prospective Residents$400,000
Charitable Gift Annunities$41,154
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
2018-05-30
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
92
Volunteers
30

Preparer

Firm
Whittlesey 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 -4,820.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Loss on disposal of assets

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of assets change in value of split interest agreements

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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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1623565
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1736111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER VAN PELT
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN CLOPTON
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE LANNING
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIANNE ZURN
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8BRUCE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm10PHEBE SESSIONS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOAN WOFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm12ELLEN OBER
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBIN LONGO
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm15ANN LEBRUN
IRS990/Form990PartVIISectionAGrp/PersonNm16FRANK SANSOM
IRS990/Form990PartVIISectionAGrp/PersonNm17THOMAS WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm18EDWARD 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/ReportableCompFromOrgAmt1696385
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17183757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt181290
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/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/TitleTxt16DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT CLERK
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-27334
IRS990/GainOrLossGrp/SecuritiesAmt06360
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt081479
IRS990/GrossReceiptsAmt05082908
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt094137
IRS990/InformationTechnologyGrp/TotalAmt094137
IRS990/InsuranceGrp/ManagementAndGeneralAmt030076
IRS990/InsuranceGrp/TotalAmt030076
IRS990/InterestGrp/ProgramServicesAmt0129817
IRS990/InterestGrp/TotalAmt0129817
IRS990/InvestmentIncomeGrp/ExclusionAmt026685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0902209
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01005832
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021210129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020786019
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020104647
IRS990/LandBldgEquipCostOrOtherBssAmt041314776
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt027334
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt075119
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/BOYAmt02720646
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02822202
IRS990/NetAssetsOrFundBalancesBOYAmt0-19716325
IRS990/NetAssetsOrFundBalancesEOYAmt0-20919763
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-20974
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-20974
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091593
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt029889
IRS990/OccupancyGrp/ProgramServicesAmt0569123
IRS990/OccupancyGrp/TotalAmt0599012
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032972
IRS990/OfficeExpensesGrp/ProgramServicesAmt01449
IRS990/OfficeExpensesGrp/TotalAmt034421
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0182933
IRS990/OtherAssetsTotalGrp/EOYAmt0747971
IRS990/OtherChangesInNetAssetsAmt0-4820
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt081289
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126781
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0208070
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0383703
IRS990/OtherExpensesGrp/ProgramServicesAmt1196081
IRS990/OtherExpensesGrp/ProgramServicesAmt2173011
IRS990/OtherExpensesGrp/ProgramServicesAmt384250
IRS990/OtherExpensesGrp/TotalAmt0383703
IRS990/OtherExpensesGrp/TotalAmt1196081
IRS990/OtherExpensesGrp/TotalAmt2173011
IRS990/OtherExpensesGrp/TotalAmt384250
IRS990/OtherLiabilitiesGrp/BOYAmt038433057
IRS990/OtherLiabilitiesGrp/EOYAmt038099547
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0332930
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01295811
IRS990/OtherSalariesAndWagesGrp/TotalAmt01628741
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0149000
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0188824
IRS990/PaymentsToAffiliatesGrp/TotalAmt0188824
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052314
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136700
IRS990/PayrollTaxesGrp/TotalAmt0189014
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017921
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022881
IRS990/PensionPlanContributionsGrp/TotalAmt040802
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0172000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0172000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054260
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051236
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/RelatedOrExemptFuncIncomeAmt04131608
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1349953
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2232155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3180983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04131608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1349953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2232155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3180983
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0101537
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013411
IRS990/PYOtherExpensesAmt03528890
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04774169
IRS990/PYRevenuesLessExpensesAmt0-968383
IRS990/PYSalariesCompEmpBnftPaidAmt02328610

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
2017Detailed filing. Detailed filing data is available for this year.$22.9$43.8$20.9$4.98$6.27$1.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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