Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2021 • EIN 04-2996627

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 09, 2023

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

2.25x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

6.75x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

13th percentile

-7.9%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$152,952

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-2.6%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

9.6%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$20,123,468

Down $537,392 (-2.6%) from 2020

Net Assets

Down

-$25,138,846

Down $160,174 (-0.6%) from 2020

Liabilities

Down

$45,262,314

Down $377,218 (-0.8%) from 2020

Revenue

Up

$6,704,527

Up $586,278 (+9.6%) from 2020

Expenses

Down

$7,231,869

Down $249,446 (-3.3%) from 2020

Net Income

Up

-$527,342

Up $835,724 (+61%) from 2020

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

2021

Assets$20,123,468
Liabilities$45,262,314
Net Assets-$25,138,846

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

2021

Revenue$6,704,527
Expenses$7,231,869
Net Income-$527,342
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 9, 2023
Return Version
2021v4.2
Gross Receipts
$6,712,283
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$18,031,784$16,915,996▼ $1,115,788
Investments in Publicly Traded Securities$1,293,780$1,512,886▲ $219,106
Cash and Non-Interest-Bearing Accounts$536,095$787,983▲ $251,888
Investments Other Securities$447,782--
Accounts Receivable$232,828$327,483▲ $94,655
Prepaid Expenses and Deferred Charges$118,591$101,948▼ $16,643
Total Assets$20,660,860$20,123,468▼ $537,392
Other Assets Total$0$477,172▲ $477,172
Liabilities
Other Liabilities$40,310,233$41,754,997▲ $1,444,764
Mortgage Notes Payable Secured by Investment Property$2,068,533$1,707,260▼ $361,273
Deferred Revenue$2,819,475$968,400▼ $1,851,075
Accounts Payable and Accrued Expenses$441,291$831,657▲ $390,366
Total Liabilities$45,639,532$45,262,314▼ $377,218
Net Assets / Fund Balance
Net Assets With Donor Restrictions$549,520$228,390▼ $321,130
Net Assets Without Donor Restrictions$-25,528,192$-25,367,236▲ $160,956
Total Net Assets Fund Balance$-24,978,672$-25,138,846▼ $160,174
Total Liabilities and Net Assets / Fund Balance$20,660,860$20,123,468▼ $537,392

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,286,170$20,633,731$31,919,901
Leasehold Improvements$3,959,489$6,064,108$10,023,597
Land$1,537,420-$1,537,420
Equipment$127,917$603,795$731,712
Other Land Buildings$5,000$140,524$145,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,394,856-▲ $51,128-$1,445,984
2020$1,240,250-▲ $154,606-$1,394,856
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WrightPast Executive DirectorFT$136,541$16,411$152,952
Holly Smith-boveCFOFT$98,554$6,249$104,803
Elisabeth WeissbachInterim ExecutiveFT$70,366$112$70,478

Board Members and Trustees

NameTitle
David StevensChair
Charles JohnsonVice-chair
Anna LanningDirector
Bill HoganDirector
Bruce HawkinsDirector
Jack DevlinDirector
Joan WoffordDirector
Karen ClarkDirector
Larry HuntDirector
Martha BorawskiDirector
Owen ZaretDirector
Phebe SessionsDirector
Rebecca StarrDirector
Ruth ConstantineDirector
Sharon KletizienDirector
Peter Van PeltSecretary
Lisa HalbertTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Springvalley LandscapeLandscaping And Snow Removal133 ELM ST, Hatfield, MA 01038$284,752
Revenue and Support

Revenue Composition

Contributions and Grants
$153,326
Program Service Revenue
$6,522,040
Investment Income
$29,161
Other Revenue
$0
All Other Contributions
$153,326
Change in Net Assets
$-527,342

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,704,527
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$138,136
Total Revenue per Audited Statements
$6,842,663
Total Revenue per Form 990
$6,704,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,593,351
Salaries, Compensation, and Employee Benefits$2,638,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,603,765$421,147-$2,024,912
Depreciation Depletion$1,758,899--$1,758,899
Occupancy$823,602--$823,602
Insurance$401,888--$401,888
Current Officers, Directors, Trustees, and Key Employees-$328,233-$328,233
Payroll Taxes$150,634$134,258-$284,892
Payments to Affiliates-$244,188-$244,188
Other Expenses$184,532$54,217-$184,532
Fees for Services Legal-$151,651-$151,651
Interest$116,566--$116,566
Information Technology$1,511$114,937-$116,448
Advertising-$57,500-$57,500
Pension Plan Contributions$5$476-$481
Total Functional Expenses$5,725,262$1,506,607$0$7,231,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,231,869
Total Expenses per Audited Statements$7,231,869
Total Expenses per Form 990$7,231,869
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$41,159,443
Deposit-prospective Residents$560,500
Charitable Gift Annunities$35,054
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
No
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 15A

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.

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
Cynthia Jerome
Title
CEO
Phone
4135860006
Signed
2023-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Jerome
Formed
1988
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
90
Volunteers
0

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Phone
4137391800
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interests 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 648 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/BOYAmt0441291
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0831657
IRS990/AccountsReceivableGrp/BOYAmt0232828
IRS990/AccountsReceivableGrp/EOYAmt0327483
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RESPOND WITH RESPECT AND COMPASSION TO THE CHANGING NEEDS OF OLDER ADULTS IN OUR COMMUNITIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt057500
IRS990/AdvertisingGrp/TotalAmt057500
IRS990/AllOtherContributionsAmt0153326
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOLLY SMITH-BOVE
IRS990/BooksInCareOfDetail/PhoneNum04135860006
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 BASSETT BROOK DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0EASTHAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001027
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0536095
IRS990/CashNonInterestBearingGrp/EOYAmt0787983
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0328233
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0328233
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0284752
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0133 ELM ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HATFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd001038
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SPRINGVALLEY LANDSCAPE
IRS990/ContractorCompensationGrp/ServicesDesc0LANDSCAPING AND SNOW REMOVAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0153326
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029161
IRS990/CYOtherExpensesAmt04593351
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06522040
IRS990/CYRevenuesLessExpensesAmt0-527342
IRS990/CYSalariesCompEmpBnftPaidAmt02638518
IRS990/CYTotalExpensesAmt07231869
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06704527
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02819475
IRS990/DeferredRevenueGrp/EOYAmt0968400
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01758899
IRS990/DepreciationDepletionGrp/TotalAmt01758899
IRS990/Desc0SALES, MAINTENANCE OF RESIDENTIAL UNITS AND COMMON AREAS, RESALE FOR RESIDENTS, RESIDENT ACTIVITIES AND SUPPORT SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0549520
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0228390
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt090
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05725262
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0151651
IRS990/FeesForServicesLegalGrp/TotalAmt0151651
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
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/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
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/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt176249
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18112
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1916411
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTHA BORAWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH CONSTANTINE
IRS990/Form990PartVIISectionAGrp/PersonNm3JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7LARRY HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SHARON KLETIZIEN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNA LANNING
IRS990/Form990PartVIISectionAGrp/PersonNm11PHEBE SESSIONS
IRS990/Form990PartVIISectionAGrp/PersonNm12REBECCA STARR
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm14PETER VAN PELT
IRS990/Form990PartVIISectionAGrp/PersonNm15JOAN WOFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm16OWEN ZARET
IRS990/Form990PartVIISectionAGrp/PersonNm17HOLLY SMITH-BOVE
IRS990/Form990PartVIISectionAGrp/PersonNm18ELISABETH WEISSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm19THOMAS WRIGHT
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1798554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1870366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19136541
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18INTERIM EXECUTIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PAST EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03665
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011421
IRS990/GrossReceiptsAmt06712283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0114937
IRS990/InformationTechnologyGrp/ProgramServicesAmt01511
IRS990/InformationTechnologyGrp/TotalAmt0116448
IRS990/InsuranceGrp/ProgramServicesAmt0401888
IRS990/InsuranceGrp/TotalAmt0401888
IRS990/InterestGrp/ProgramServicesAmt0116566
IRS990/InterestGrp/TotalAmt0116566
IRS990/InvestmentIncomeGrp/ExclusionAmt025496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025496
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0447782
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01293780
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01512886
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027442158
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018031784
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016915996
IRS990/LandBldgEquipCostOrOtherBssAmt044358154
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07756
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/BOYAmt02068533
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01707260
IRS990/NetAssetsOrFundBalancesBOYAmt0-24978672
IRS990/NetAssetsOrFundBalancesEOYAmt0-25138846
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03665
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03665
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0144477
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-25528192
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-25367236
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0823602
IRS990/OccupancyGrp/TotalAmt0823602
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0477172
IRS990/OtherChangesInNetAssetsAmt0-6341
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND OTHER
IRS990/OtherExpensesGrp/Desc3OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054217
IRS990/OtherExpensesGrp/ProgramServicesAmt0281266
IRS990/OtherExpensesGrp/ProgramServicesAmt1251620
IRS990/OtherExpensesGrp/ProgramServicesAmt2150974
IRS990/OtherExpensesGrp/ProgramServicesAmt3184532
IRS990/OtherExpensesGrp/TotalAmt0281266
IRS990/OtherExpensesGrp/TotalAmt1251620
IRS990/OtherExpensesGrp/TotalAmt2205191
IRS990/OtherExpensesGrp/TotalAmt3184532
IRS990/OtherLiabilitiesGrp/BOYAmt040310233
IRS990/OtherLiabilitiesGrp/EOYAmt041754997
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0421147
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01603765
IRS990/OtherSalariesAndWagesGrp/TotalAmt02024912
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0244188
IRS990/PaymentsToAffiliatesGrp/TotalAmt0244188
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0134258
IRS990/PayrollTaxesGrp/ProgramServicesAmt0150634
IRS990/PayrollTaxesGrp/TotalAmt0284892
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0476
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05
IRS990/PensionPlanContributionsGrp/TotalAmt0481
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0118591
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101948
IRS990/PrincipalOfficerNm0CYNTHIA JEROME
IRS990/PriorPeriodAdjustmentsAmt0229032
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/RelatedOrExemptFuncIncomeAmt05814859
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1486183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2181981
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt339017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05814859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1486183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2181981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt339017
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0110849
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-12593
IRS990/PYOtherExpensesAmt04386874
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06019993
IRS990/PYRevenuesLessExpensesAmt0-1363066
IRS990/PYSalariesCompEmpBnftPaidAmt03094441
IRS990/PYTotalExpensesAmt07481315
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06118249
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-527342
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06343724
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0153326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0547057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06522040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06019893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060866639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05538029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04894699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083841300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt029161
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026024
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt030143
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt031507
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt029604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0146439
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt084534796
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$20.1$45.3$25.1$6.70$7.23$0.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$45.6$25.0$6.12$7.48$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$45.0$23.7$6.17$7.26$1.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$45.1$22.1$5.65$6.72$1.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$43.8$20.9$4.98$6.27$1.29
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