Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2022 • EIN 04-2996627

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 14, 2024

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

2.30x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

5.99x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

27th percentile

-1.5%

Higher net margin than 27% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$164,399

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$19,646,574

Down $476,894 (-2.4%) from 2021

Net Assets

Down

-$25,536,320

Down $397,474 (-1.6%) from 2021

Liabilities

Down

$45,182,894

Down $79,420 (-0.2%) from 2021

Revenue

Up

$7,541,316

Up $836,789 (+12%) from 2021

Expenses

Up

$7,656,386

Up $424,517 (+5.9%) from 2021

Net Income

Up

-$115,070

Up $412,272 (+78%) from 2021

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

2022

Assets$19,646,574
Liabilities$45,182,894
Net Assets-$25,536,320

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

2022

Revenue$7,541,316
Expenses$7,656,386
Net Income-$115,070
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$7,551,201
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$16,915,996$16,613,131▼ $302,865
Investments in Publicly Traded Securities$1,512,886$1,257,028▼ $255,858
Cash and Non-Interest-Bearing Accounts$787,983$939,001▲ $151,018
Accounts Receivable$327,483$238,972▼ $88,511
Prepaid Expenses and Deferred Charges$101,948$121,270▲ $19,322
Total Assets$20,123,468$19,646,574▼ $476,894
Other Assets Total$477,172$477,172→ $0
Liabilities
Other Liabilities$41,754,997$41,907,086▲ $152,089
Mortgage Notes Payable Secured by Investment Property$1,707,260$1,512,460▼ $194,800
Deferred Revenue$968,400$1,317,496▲ $349,096
Accounts Payable and Accrued Expenses$831,657$445,852▼ $385,805
Total Liabilities$45,262,314$45,182,894▼ $79,420
Net Assets / Fund Balance
Net Assets With Donor Restrictions$228,390$225,117▼ $3,273
Net Assets Without Donor Restrictions$-25,367,236$-25,761,437▼ $394,201
Total Net Assets Fund Balance$-25,138,846$-25,536,320▼ $397,474
Total Liabilities and Net Assets / Fund Balance$20,123,468$19,646,574▼ $476,894

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,490,984$21,434,562$31,925,546
Leasehold Improvements$4,042,421$6,964,979$11,007,400
Land$1,537,420-$1,537,420
Equipment$451,729$636,501$1,088,230
Other Land Buildings$90,577$150,832$241,409

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,445,984-▼ $239,450-$1,206,534
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia JeromePast CEOFT$151,012$13,387$164,399
Holly Smith-boveCFOFT$129,670$10,383$140,053
Kathi BrownDirector of HrFT$104,904$12,112$117,016
Elisabeth WeissbachDirector/interim CEOFT$43,795$882$44,677

Board Members and Trustees

NameTitle
Charles JohnsonChair
Larry HuntVice-chair
Anna LanningDirector
Bill HoganDirector
Bruce HawkinsDirector
Carol NeubertDirector
Daniel LesleyDirector
Elaine ReallDirector
Erin TautznikDirector
Jack DevlinDirector
Marilyn RichardsDirector
Mark PetersonDirector
Marlisa ParkerDirector
Owen ZaretDirector
Sharon KletizienDirector
Lisa HalbertSecretary
Ruth ConstantineTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Springvalley LandscapeLandscaping And Snow Removal133 ELM ST, Hatfield, MA 01038$330,305
Ricardo's PaintingPainting Services27 CHESTER STREET, Springfield, MA 01105$118,398
Revenue and Support

Revenue Composition

Contributions and Grants
$698,287
Program Service Revenue
$6,815,455
Investment Income
$27,574
Other Revenue
$0
All Other Contributions
$182,707
Change in Net Assets
$-115,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,541,316
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-282,404
Total Revenue per Audited Statements
$7,258,912
Total Revenue per Form 990
$7,541,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,857,380
Salaries, Compensation, and Employee Benefits$2,799,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,769,102$440,165-$2,209,267
Depreciation Depletion$1,744,716$229,608-$1,974,324
Occupancy$900,926--$900,926
Insurance$432,135--$432,135
Current Officers, Directors, Trustees, and Key Employees-$349,129-$349,129
Other Expenses$165,304$90,936-$256,240
Payroll Taxes$144,467$84,163-$228,630
Fees for Services Legal-$119,904-$119,904
Information Technology$3,718$92,774-$96,492
Interest$91,720--$91,720
Advertising-$81,602-$81,602
All Other Expenses-$17,752-$17,752
Pension Plan Contributions-$11,980-$11,980
Total Functional Expenses$6,138,373$1,518,013$0$7,656,386

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,656,386
Total Expenses per Audited Statements$7,656,386
Total Expenses per Form 990$7,656,386
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$41,214,532
Deposit-prospective Residents$657,500
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 salary 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
Patrick Arguin
Title
CEO
Phone
4135860006
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Arguin
Formed
1988
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
18
Employees
84
Volunteers
0

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Patrick Leary
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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14882
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1813387
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1910383
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2012112
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNA LANNING
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON KLETIZIEN
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTH CONSTANTINE
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7OWEN ZARET
IRS990/Form990PartVIISectionAGrp/PersonNm8ELAINE REALL
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARLISA PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL NEUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIEL LESLEY
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIN TAUTZNIK
IRS990/Form990PartVIISectionAGrp/PersonNm14ELISABETH WEISSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm15MARILYN RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm16LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm17LARRY HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm18CYNTHIA JEROME
IRS990/Form990PartVIISectionAGrp/PersonNm19HOLLY SMITH-BOVE
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHI BROWN
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/ReportableCompFromOrgAmt1443795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18151012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19129670
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20104904
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
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/INTERIM CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PAST CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF HR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01108
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0515580
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010993
IRS990/GrossReceiptsAmt07551201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt092774
IRS990/InformationTechnologyGrp/ProgramServicesAmt03718
IRS990/InformationTechnologyGrp/TotalAmt096492
IRS990/InsuranceGrp/ProgramServicesAmt0432135
IRS990/InsuranceGrp/TotalAmt0432135
IRS990/InterestGrp/ProgramServicesAmt091720
IRS990/InterestGrp/TotalAmt091720
IRS990/InvestmentIncomeGrp/ExclusionAmt026466
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026466
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01512886
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01257028
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029186874
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016915996
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016613131
IRS990/LandBldgEquipCostOrOtherBssAmt045800005
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09885
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/BOYAmt01707260
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01512460
IRS990/NetAssetsOrFundBalancesBOYAmt0-25138846
IRS990/NetAssetsOrFundBalancesEOYAmt0-25536320
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01108
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01108
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-274617
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-25367236
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-25761437
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0900926
IRS990/OccupancyGrp/TotalAmt0900926
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0477172
IRS990/OtherAssetsTotalGrp/EOYAmt0477172
IRS990/OtherChangesInNetAssetsAmt0-7787
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt090936
IRS990/OtherExpensesGrp/ProgramServicesAmt0342366
IRS990/OtherExpensesGrp/ProgramServicesAmt1283666
IRS990/OtherExpensesGrp/ProgramServicesAmt2260253
IRS990/OtherExpensesGrp/ProgramServicesAmt3165304
IRS990/OtherExpensesGrp/TotalAmt0342366
IRS990/OtherExpensesGrp/TotalAmt1283666
IRS990/OtherExpensesGrp/TotalAmt2260253
IRS990/OtherExpensesGrp/TotalAmt3256240
IRS990/OtherLiabilitiesGrp/BOYAmt041754997
IRS990/OtherLiabilitiesGrp/EOYAmt041907086
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0440165
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01769102
IRS990/OtherSalariesAndWagesGrp/TotalAmt02209267
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084163
IRS990/PayrollTaxesGrp/ProgramServicesAmt0144467
IRS990/PayrollTaxesGrp/TotalAmt0228630
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011980
IRS990/PensionPlanContributionsGrp/TotalAmt011980
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101948
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0121270
IRS990/PrincipalOfficerNm0PATRICK ARGUIN
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/RelatedOrExemptFuncIncomeAmt06063079
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1478465
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2248492
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt325419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06063079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1478465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2248492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325419
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153326
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029161
IRS990/PYOtherExpensesAmt04593351
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06522040
IRS990/PYRevenuesLessExpensesAmt0-527342
IRS990/PYSalariesCompEmpBnftPaidAmt02638518
IRS990/PYTotalExpensesAmt07231869
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06704527
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-115070
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06815455
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0182707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0153326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0109820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0649719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06815455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06522040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06019893

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$46.6$25.3$8.06$8.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$20.3$45.7$25.5$7.63$7.73$0.10
2022Detailed filing. Detailed filing data is available for this year.$19.6$45.2$25.5$7.54$7.66$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$45.3$25.1$6.70$7.23$0.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$45.6$25.0$6.12$7.48$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$45.0$23.7$6.17$7.26$1.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$45.1$22.1$5.65$6.72$1.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$43.8$20.9$4.98$6.27$1.29
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