Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2019 • EIN 04-2996627

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

2.12x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

7.30x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$220,622

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

10th percentile

-7.5%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

9.1%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$21,279,857

Down $1,718,278 (-7.5%) from 2018

Net Assets

Down

-$23,747,503

Down $1,684,691 (-7.6%) from 2018

Liabilities

Down

$45,027,360

Down $33,587 (-0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin12th percentile

Revenue

Up

$6,167,276

Up $516,625 (+9.1%) from 2018

Expenses

Up

$7,262,312

Up $538,366 (+8.0%) from 2018

Net Income

Down

-$1,095,036

Down $21,741 (-2.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2019

Assets$21,279,857
Liabilities$45,027,360
Net Assets-$23,747,503
Open 2019 Filing

Operations Trend

Revenue Growth65th 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

2019

Revenue$6,167,276
Expenses$7,262,312
Net Income-$1,095,036
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$6,234,027
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$19,853,221$19,237,654▼ $615,567
Investments in Publicly Traded Securities$957,920$1,138,614▲ $180,694
Savings and Temporary Cash Investments$1,108,168$299,618▼ $808,550
Accounts Receivable$92,539$150,702▲ $58,163
Prepaid Expenses and Deferred Charges$68,434$115,471▲ $47,037
Cash and Non-Interest-Bearing Accounts$382$90▼ $292
Total Assets$22,998,135$21,279,857▼ $1,718,278
Other Assets Total$917,471$337,708▼ $579,763
Liabilities
Other Liabilities$39,086,090$39,004,482▼ $81,608
Deferred Revenue$2,762,030$2,883,769▲ $121,739
Mortgage Notes Payable Secured by Investment Property$2,650,989$2,487,962▼ $163,027
Accounts Payable and Accrued Expenses$561,838$651,147▲ $89,309
Total Liabilities$45,060,947$45,027,360▼ $33,587
Net Assets / Fund Balance
Net Assets With Donor Restrictions$473,959$538,077▲ $64,118
Net Assets Without Donor Restrictions$-22,536,771$-24,285,580▼ $1,748,809
Total Net Assets Fund Balance$-22,062,812$-23,747,503▼ $1,684,691
Total Liabilities and Net Assets / Fund Balance$22,998,135$21,279,857▼ $1,718,278

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,564,535$23,383,130$40,947,665
Land$1,537,420-$1,537,420
Equipment$133,616$546,009$679,625
Other Land Buildings$2,083$134,441$136,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,064,005-▲ $176,245-$1,240,250
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
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WrightExecutive DirectorFT$190,628$29,994$220,622
Frank SansomDirector of FinanceFT$94,925$20,457$115,382
Edward EtheredgeAssistant Clerk-$2,800-$2,800

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$386,060
Dimella Shafer AssociatesArchitect Services281 SUMMER STREET, Boston, MA 02210$209,117
Bonde ConstructionConstruction Services205 PARK STREET, Easthampton, MA 01027$178,143
John Assad ConstructionConstruction Services35 BRENTWOOD DRIVE, Wilbraham, MA 01095$161,295
J Fitz & CoConstruction Services375 WILBRAHAM ROAD, Hampden, MA 01036$123,050
Revenue and Support

Revenue Composition

Contributions and Grants
$109,820
Program Service Revenue
$6,086,639
Investment Income
$-29,183
Other Revenue
$0
All Other Contributions
$109,820
Change in Net Assets
$-1,095,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,227,335
Revenue Not Reported on Financial Statements
$-60,059
Revenue Not Reported on Form 990
$-584,633
Other Revenue Adjustments
$-60,059
Total Revenue per Audited Statements
$5,642,702
Total Revenue per Form 990
$6,167,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,261,367
Salaries, Compensation, and Employee Benefits$3,000,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,720,623$432,353-$2,152,976
Depreciation Depletion$1,694,994--$1,694,994
Occupancy$754,166--$754,166
Current Officers, Directors, Trustees, and Key Employees-$336,004-$336,004
Other Employee Benefits$213,642$30,486-$244,128
Payroll Taxes$201,762$38,396-$240,158
Payments to Affiliates-$222,504-$222,504
Interest$160,539--$160,539
Other Expenses$110,496$32,857-$143,353
Information Technology$10,332$101,096-$111,428
Insurance$105,709--$105,709
Advertising-$104,108-$104,108
All Other Expenses$48,025--$48,025
Office Expenses-$35,138-$35,138
Pension Plan Contributions$26,409$1,270-$27,679
Fees for Services Accounting-$26,600-$26,600
Travel$3,517$10,166-$13,683
Fees for Services Other-$9,167-$9,167
Fees for Services Legal-$4,565-$4,565
Conferences and Meetings-$2,389-$2,389
Total Functional Expenses$5,875,213$1,387,099$0$7,262,312

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,262,312
Total Expenses per Audited Statements$7,262,312
Total Expenses per Form 990$7,262,312
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$38,544,495
Deposit-prospective Residents$423,000
Charitable Gift Annunities$36,987
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
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
2020-11-16
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
79
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 -5,022. Write-off capital project planning costs -745,650.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Write-off capital asset project planning costs”

PART XI, LINE 4B - 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.”

Raw XML AppendixShowing 400 of 701 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.

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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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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/OtherCompensationAmt1620457
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1729994
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/ReportableCompFromOrgAmt1694925
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17190628
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt182800
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/OtherAmt0-60059
IRS990/GainOrLossGrp/SecuritiesAmt0733
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07425
IRS990/GrossReceiptsAmt06234027
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0101096
IRS990/InformationTechnologyGrp/ProgramServicesAmt010332
IRS990/InformationTechnologyGrp/TotalAmt0111428
IRS990/InsuranceGrp/ProgramServicesAmt0105709
IRS990/InsuranceGrp/TotalAmt0105709
IRS990/InterestGrp/ProgramServicesAmt0160539
IRS990/InterestGrp/TotalAmt0160539
IRS990/InvestmentIncomeGrp/ExclusionAmt030143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030143
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0957920
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01138614
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024063580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019853221
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019237654
IRS990/LandBldgEquipCostOrOtherBssAmt043301234
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt060059
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06692
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/BOYAmt02650989
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02487962
IRS990/NetAssetsOrFundBalancesBOYAmt0-22062812
IRS990/NetAssetsOrFundBalancesEOYAmt0-23747503
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-59326
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-59326
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0161017
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-22536771
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-24285580
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0754166
IRS990/OccupancyGrp/TotalAmt0754166
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035138
IRS990/OfficeExpensesGrp/TotalAmt035138
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0917471
IRS990/OtherAssetsTotalGrp/EOYAmt0337708
IRS990/OtherChangesInNetAssetsAmt0-750672
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030486
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0213642
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0244128
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032857
IRS990/OtherExpensesGrp/ProgramServicesAmt0375922
IRS990/OtherExpensesGrp/ProgramServicesAmt1235905
IRS990/OtherExpensesGrp/ProgramServicesAmt2213172
IRS990/OtherExpensesGrp/ProgramServicesAmt3110496
IRS990/OtherExpensesGrp/TotalAmt0375922
IRS990/OtherExpensesGrp/TotalAmt1235905
IRS990/OtherExpensesGrp/TotalAmt2213172
IRS990/OtherExpensesGrp/TotalAmt3143353
IRS990/OtherLiabilitiesGrp/BOYAmt039086090
IRS990/OtherLiabilitiesGrp/EOYAmt039004482
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0432353
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01720623
IRS990/OtherSalariesAndWagesGrp/TotalAmt02152976
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0222504
IRS990/PaymentsToAffiliatesGrp/TotalAmt0222504
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038396
IRS990/PayrollTaxesGrp/ProgramServicesAmt0201762
IRS990/PayrollTaxesGrp/TotalAmt0240158
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01270
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026409
IRS990/PensionPlanContributionsGrp/TotalAmt027679
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0115471
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/RelatedOrExemptFuncIncomeAmt05311626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1433910
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2245150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt395953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05311626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1433910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2245150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt395953
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt093017
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019605
IRS990/PYOtherExpensesAmt04081324
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05538029
IRS990/PYRevenuesLessExpensesAmt0-1073295
IRS990/PYSalariesCompEmpBnftPaidAmt02642622

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,279,857
Liabilities
$45,027,360
Net assets
-$23,747,503
Revenue
$6,167,276
Expenses
$7,262,312
Net income
-$1,095,036
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
2019Detailed filing. Detailed filing data is available for this year.$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
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