Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2018 • EIN 04-2996627

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

Organization ProfileWWW.LATHROP.KENDAL.ORG
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

1.96x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

7.97x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

11th percentile

-19%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$216,313

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$22,998,135

Up $92,554 (+0.4%) from 2017

Net Assets

Down

-$22,062,812

Down $1,143,049 (-5.5%) from 2017

Liabilities

Up

$45,060,947

Up $1,235,603 (+2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Up

$5,650,651

Up $670,196 (+13%) from 2017

Expenses

Up

$6,723,946

Up $453,280 (+7.2%) from 2017

Net Income

Up

-$1,073,295

Up $216,916 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2018

Assets$22,998,135
Liabilities$45,060,947
Net Assets-$22,062,812
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

2018

Revenue$5,650,651
Expenses$6,723,946
Net Income-$1,073,295
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Gross Receipts
$5,669,679
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$20,104,647$19,853,221▼ $251,426
Savings and Temporary Cash Investments$755,173$1,108,168▲ $352,995
Investments in Publicly Traded Securities$1,005,832$957,920▼ $47,912
Other Notes and Loans Receivable, Net$149,000--
Accounts Receivable$91,313$92,539▲ $1,226
Prepaid Expenses and Deferred Charges$51,236$68,434▲ $17,198
Cash and Non-Interest-Bearing Accounts$409$382▼ $27
Total Assets$22,905,581$22,998,135▲ $92,554
Other Assets Total$747,971$917,471▲ $169,500
Liabilities
Other Liabilities$38,099,547$39,086,090▲ $986,543
Deferred Revenue$2,416,331$2,762,030▲ $345,699
Mortgage Notes Payable Secured by Investment Property$2,822,202$2,650,989▼ $171,213
Accounts Payable and Accrued Expenses$487,264$561,838▲ $74,574
Total Liabilities$43,825,344$45,060,947▲ $1,235,603
Net Assets / Fund Balance
Temporarily Rstr Net Assets$316,472$301,959▼ $14,513
Permanently Rstr Net Assets$172,000$172,000→ $0
Unrestricted Net Assets$-21,408,235$-22,536,771▼ $1,128,536
Total Net Assets Fund Balance$-20,919,763$-22,062,812▼ $1,143,049
Total Liabilities and Net Assets / Fund Balance$22,905,581$22,998,135▲ $92,554

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,204,125$22,025,207$40,229,332
Land$1,537,420-$1,537,420
Equipment$103,843$514,447$618,290
Other Land Buildings$7,833$128,691$136,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,101,011-▼ $37,006-$1,064,005
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
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WrightExecutive DirectorFT$187,645$28,668$216,313
Frank SansomDirector of FinanceFT$97,340$20,518$117,858
Edward EtheredgeAssistant Clerk-$2,098-$2,098

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Springvalley LandscapingLandscaping ServicesPO BOX 711, Hatfield, MA 01038$489,330
John Assad ConstructionConstruction Services35 BRENTWOOD DRIVE, Wilbraham, MA 01095$199,575
Dimella Shafer AssociatesArchitect Services281 SUMMER STREET, Boston, MA 02210$192,678
Bonde ConstructionConstruction Services205 PARK STREET, Easthampton, MA 01027$136,754
Danny AssadPainting Services69 NORTH CIRCLE DRIVE, East Longmeadow, MA 01028$132,900
Revenue and Support

Revenue Composition

Contributions and Grants
$93,017
Program Service Revenue
$5,538,029
Investment Income
$19,605
Other Revenue
$0
All Other Contributions
$93,017
Change in Net Assets
$-1,073,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,662,827
Revenue Not Reported on Financial Statements
$-12,176
Revenue Not Reported on Form 990
$-64,833
Other Revenue Adjustments
$-12,176
Total Revenue per Audited Statements
$5,597,994
Total Revenue per Form 990
$5,650,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,081,324
Salaries, Compensation, and Employee Benefits$2,642,622
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,527,287$354,877-$1,882,164
Depreciation Depletion$1,602,338--$1,602,338
Occupancy$723,797--$723,797
Current Officers, Directors, Trustees, and Key Employees-$334,171-$334,171
Payments to Affiliates-$209,753-$209,753
Payroll Taxes$162,559$36,909-$199,468
Other Employee Benefits$168,986$28,453-$197,439
Interest$160,145--$160,145
Other Expenses$93,036$25,464-$118,500
Advertising-$107,169-$107,169
Insurance$93,711--$93,711
Information Technology$1,899$83,586-$85,485
All Other Expenses$40,195--$40,195
Office Expenses-$35,463-$35,463
Pension Plan Contributions$26,409$2,971-$29,380
Fees for Services Accounting-$26,714-$26,714
Travel$3,407$8,996-$12,403
Fees for Services Other-$6,423-$6,423
Conferences and Meetings-$5,381-$5,381
Fees for Services Legal-$3,716-$3,716
Total Functional Expenses$5,453,900$1,270,046$0$6,723,946

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,741,043
Expenses per Audited Statements$6,723,946
Total Expenses per Form 990$6,723,946
Expenses Not Reported on Form 990$17,097
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$38,631,070
Deposit-prospective Residents$416,000
Charitable Gift Annunities$39,020
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
2019-07-02
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
81
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 -4,921.”

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.”

Raw XML AppendixShowing 400 of 697 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/BOYAmt0487264
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0561838
IRS990/AccountsReceivableGrp/BOYAmt091313
IRS990/AccountsReceivableGrp/EOYAmt092539
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RESPOND WITH RESPECT AND COMPASSION TO THE CHANGING NEEDS OF OLDER ADULTS IN OUR COMMUNITIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0107169
IRS990/AdvertisingGrp/TotalAmt0107169
IRS990/AllOtherContributionsAmt093017
IRS990/AllOtherExpensesGrp/ProgramServicesAmt040195
IRS990/AllOtherExpensesGrp/TotalAmt040195
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRANK SANSOM
IRS990/BooksInCareOfDetail/PhoneNum04135860006
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 BASSETT BROOK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EASTHAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001027
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0409
IRS990/CashNonInterestBearingGrp/EOYAmt0382
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0334171
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0334171
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05381
IRS990/ConferencesMeetingsGrp/TotalAmt05381
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0489330
IRS990/ContractorCompensationGrp/CompensationAmt1199575
IRS990/ContractorCompensationGrp/CompensationAmt2192678
IRS990/ContractorCompensationGrp/CompensationAmt3136754
IRS990/ContractorCompensationGrp/CompensationAmt4132900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 711
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt135 BRENTWOOD DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2281 SUMMER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3205 PARK STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt469 NORTH CIRCLE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HATFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WILBRAHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3EASTHAMPTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4EAST LONGMEADOW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd001038
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd101095
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd301027
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd401028
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SPRINGVALLEY LANDSCAPING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1JOHN ASSAD CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2DIMELLA SHAFER ASSOCIATES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BONDE CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DANNY ASSAD
IRS990/ContractorCompensationGrp/ServicesDesc0LANDSCAPING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1CONSTRUCTION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2ARCHITECT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3CONSTRUCTION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4PAINTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt093017
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019605
IRS990/CYOtherExpensesAmt04081324
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05538029
IRS990/CYRevenuesLessExpensesAmt0-1073295
IRS990/CYSalariesCompEmpBnftPaidAmt02642622
IRS990/CYTotalExpensesAmt06723946
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05650651
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02416331
IRS990/DeferredRevenueGrp/EOYAmt02762030
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01602338
IRS990/DepreciationDepletionGrp/TotalAmt01602338
IRS990/Desc0SALES, MAINTENANCE OF RESIDENTIAL UNITS AND COMMON AREAS, RESALE FOR RESIDENTS, RESIDENT ACTIVITIES, AND SUPPORT SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt081
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05453900
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt026714
IRS990/FeesForServicesAccountingGrp/TotalAmt026714
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03716
IRS990/FeesForServicesLegalGrp/TotalAmt03716
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06423
IRS990/FeesForServicesOtherGrp/TotalAmt06423
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
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/IndividualTrusteeOrDirectorInd14X
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/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/OtherCompensationAmt1620518
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1728668
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER VAN PELT
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE LANNING
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIANNE ZURN
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm8PETER ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm9PHEBE SESSIONS
IRS990/Form990PartVIISectionAGrp/PersonNm10JOAN WOFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm11ELLEN OBER
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBIN LONGO
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm14ANN LEBRUN
IRS990/Form990PartVIISectionAGrp/PersonNm15BILL HOGAN
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/ReportableCompFromOrgAmt1697340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17187645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt182098
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/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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/OtherAmt0-12176
IRS990/GainOrLossGrp/SecuritiesAmt0274
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07126
IRS990/GrossReceiptsAmt05669679
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt083586
IRS990/InformationTechnologyGrp/ProgramServicesAmt01899
IRS990/InformationTechnologyGrp/TotalAmt085485
IRS990/InsuranceGrp/ProgramServicesAmt093711
IRS990/InsuranceGrp/TotalAmt093711
IRS990/InterestGrp/ProgramServicesAmt0160145
IRS990/InterestGrp/TotalAmt0160145
IRS990/InvestmentIncomeGrp/ExclusionAmt031507
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031507
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01005832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0957920
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022668345
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020104647
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019853221
IRS990/LandBldgEquipCostOrOtherBssAmt042521566
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt012176
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06852
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/BOYAmt02822202
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02650989
IRS990/NetAssetsOrFundBalancesBOYAmt0-20919763
IRS990/NetAssetsOrFundBalancesEOYAmt0-22062812
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-11902
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11902
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-64833
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0723797
IRS990/OccupancyGrp/TotalAmt0723797
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035463
IRS990/OfficeExpensesGrp/TotalAmt035463
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0747971
IRS990/OtherAssetsTotalGrp/EOYAmt0917471
IRS990/OtherChangesInNetAssetsAmt0-4921
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028453
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0168986
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0197439
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025464
IRS990/OtherExpensesGrp/ProgramServicesAmt0448411
IRS990/OtherExpensesGrp/ProgramServicesAmt1211912
IRS990/OtherExpensesGrp/ProgramServicesAmt2189808
IRS990/OtherExpensesGrp/ProgramServicesAmt393036
IRS990/OtherExpensesGrp/TotalAmt0448411
IRS990/OtherExpensesGrp/TotalAmt1211912
IRS990/OtherExpensesGrp/TotalAmt2189808
IRS990/OtherExpensesGrp/TotalAmt3118500
IRS990/OtherLiabilitiesGrp/BOYAmt038099547
IRS990/OtherLiabilitiesGrp/EOYAmt039086090
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0354877
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01527287
IRS990/OtherSalariesAndWagesGrp/TotalAmt01882164
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0149000
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0209753
IRS990/PaymentsToAffiliatesGrp/TotalAmt0209753
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036909
IRS990/PayrollTaxesGrp/ProgramServicesAmt0162559
IRS990/PayrollTaxesGrp/TotalAmt0199468
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02971
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026409
IRS990/PensionPlanContributionsGrp/TotalAmt029380
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0172000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0172000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051236
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068434
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/RelatedOrExemptFuncIncomeAmt04779380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1388322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2234182
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3136145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04779380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1388322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2234182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3136145
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080045
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05711
IRS990/PYOtherExpensesAmt03850930
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04894699
IRS990/PYRevenuesLessExpensesAmt0-1290211
IRS990/PYSalariesCompEmpBnftPaidAmt02419736
IRS990/PYTotalExpensesAmt06270666
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,998,135
Liabilities
$45,060,947
Net assets
-$22,062,812
Revenue
$5,650,651
Expenses
$6,723,946
Net income
-$1,073,295
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
2018Detailed filing. Detailed filing data is available for this year.$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
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