Civic Intelligence

Lathrop Community Inc.

990 • Fiscal year 2024 • EIN 04-2996627

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 02, 2025

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

2.19x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

5.79x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

35th percentile

-0.3%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$229,112

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

5.4%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.6%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$21,336,551

Up $1,086,373 (+5.4%) from 2023

Net Assets

Up

-$25,304,224

Up $147,828 (+0.6%) from 2023

Liabilities

Up

$46,640,775

Up $938,545 (+2.1%) from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin35th percentile

Revenue

Up

$8,061,200

Up $427,611 (+5.6%) from 2023

Expenses

Up

$8,087,398

Up $355,403 (+4.6%) from 2023

Net Income

Up

-$26,198

Up $72,208 (+73%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$21,336,551
Liabilities$46,640,775
Net Assets-$25,304,224
Open 2024 Filing

Operations Trend

Revenue Growth45th 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

2024

Revenue$8,061,200
Expenses$8,087,398
Net Income-$26,198
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 2, 2025
Return Version
2024v5.2
Gross Receipts
$8,065,424
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$15,835,029$15,391,979▼ $443,050
Cash and Non-Interest-Bearing Accounts$2,063,607$3,270,031▲ $1,206,424
Investments in Publicly Traded Securities$1,470,472$1,679,796▲ $209,324
Accounts Receivable$260,407$361,246▲ $100,839
Prepaid Expenses and Deferred Charges$143,491$137,260▼ $6,231
Total Assets$20,250,178$21,336,551▲ $1,086,373
Other Assets Total$477,172$496,239▲ $19,067
Liabilities
Other Liabilities$41,360,689$42,348,521▲ $987,832
Deferred Revenue$2,911,301$2,941,827▲ $30,526
Mortgage Notes Payable Secured by Investment Property$1,145,797$915,358▼ $230,439
Accounts Payable and Accrued Expenses$284,443$435,069▲ $150,626
Total Liabilities$45,702,230$46,640,775▲ $938,545
Net Assets / Fund Balance
Net Assets With Donor Restrictions$237,739$237,047▼ $692
Net Assets Without Donor Restrictions$-25,689,791$-25,541,271▲ $148,520
Total Net Assets Fund Balance$-25,452,052$-25,304,224▲ $147,828
Total Liabilities and Net Assets / Fund Balance$20,250,178$21,336,551▲ $1,086,373

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,888,945$23,036,601$31,925,546
Leasehold Improvements$3,961,961$8,662,125$12,624,086
Equipment$781,900$764,501$1,546,401
Land$1,537,420-$1,537,420
Other Land Buildings$221,753$196,232$417,985

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,417,980-▲ $203,510-$1,621,490
2023$1,206,534-▲ $211,446-$1,417,980
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
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ArguinCEOFT$200,240$28,872$229,112
Holly Smith-boveFormer CFOFT$147,576$14,344$161,920
Kathi BrownDirector of HrFT$122,246$12,765$135,011

Board Members and Trustees

NameTitle
Charles JohnsonChair
Marilyn RichardsVice-chair
Bill HoganDirector
Carol NeubertDirector
Daniel LesleyDirector
Elaine ReallDirector
Elisabeth WeissbachDirector
Jack DevlinDirector
Larry HuntDirector
Mark PetersonDirector
Marlisa ParkerDirector
Michael FordDirector
Owen ZaretDirector
Sharon KletizienDirector
Susannah HoweDirector
Lisa HalbertSecretary
Ruth ConstantineTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Springvalley LandscapeLandscaping And Snow Removal133 ELM ST, Hatfield, MA 01038$292,136
Patrick Kelly RoofingRoofing12 OLD FEEDING HILLS ROAD, Westfield, MA 01085$276,462
Paragus Strategic ItIt Consulting112 RUSSELL ST, Hadley, MA 01035$130,015
Revenue and Support

Revenue Composition

Contributions and Grants
$149,201
Program Service Revenue
$7,799,383
Investment Income
$112,616
Other Revenue
$0
All Other Contributions
$149,201
Change in Net Assets
$-26,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,061,201
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$174,026
Total Revenue per Audited Statements
$8,235,227
Total Revenue per Form 990
$8,061,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,896,007
Salaries, Compensation, and Employee Benefits$3,191,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,943,584$576,154-$2,519,738
Depreciation Depletion$1,723,427$225,648-$1,949,075
Occupancy$837,856--$837,856
Insurance$534,829--$534,829
Current Officers, Directors, Trustees, and Key Employees-$391,032-$391,032
Other Expenses$285,323$122,555-$285,323
Payroll Taxes$162,888$63,934-$226,822
Information Technology$14,656$112,762-$127,418
Fees for Services Legal-$98,694-$98,694
Interest$70,299--$70,299
Advertising-$65,880-$65,880
Pension Plan Contributions-$53,799-$53,799
All Other Expenses-$16,434-$16,434
Total Functional Expenses$6,360,506$1,726,892$0$8,087,398

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,087,398
Total Expenses per Audited Statements$8,087,398
Total Expenses per Form 990$8,087,398
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$41,609,021
Deposit-prospective Residents$739,500
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 ceo compensation. The director of human resources provides comparability wage data derived from both local and national salay survey sources. Ceo is not part of the deliberation regarding his compensation. Ceo 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
2025-07-02
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
83
Volunteers
18

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL LESLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ELAINE REALL
IRS990/Form990PartVIISectionAGrp/PersonNm5ELISABETH WEISSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7LARRY HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA HALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm9MARILYN RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11MARLISA PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL FORD
IRS990/Form990PartVIISectionAGrp/PersonNm13OWEN ZARET
IRS990/Form990PartVIISectionAGrp/PersonNm14RUTH CONSTANTINE
IRS990/Form990PartVIISectionAGrp/PersonNm15SHARON KLETIZIEN
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSANNAH HOWE
IRS990/Form990PartVIISectionAGrp/PersonNm17HOLLY SMITH-BOVE
IRS990/Form990PartVIISectionAGrp/PersonNm18PATRICK ARGUIN
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHI BROWN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF HR
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IRS990/GrantsToOrganizationsInd00
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IRS990/GrossReceiptsAmt08065424
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IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt014656
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IRS990/InsuranceGrp/TotalAmt0534829
IRS990/InterestGrp/ProgramServicesAmt070299
IRS990/InterestGrp/TotalAmt070299
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0111382
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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
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0915358
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IRS990/OccupancyGrp/TotalAmt0837856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0496239
IRS990/OtherChangesInNetAssetsAmt05910
IRS990/OtherExpensesGrp/Desc0GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER REPAIRS AND MAINT
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND OTHER
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IRS990/OtherExpensesGrp/ProgramServicesAmt0328167
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IRS990/OtherExpensesGrp/ProgramServicesAmt2168035
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0162888
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0182707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0153326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110849
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07799383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07435959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06815455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06522040

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,336,551
Liabilities
$46,640,775
Net assets
-$25,304,224
Revenue
$8,061,200
Expenses
$8,087,398
Net income
-$26,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $10M-$25M nonprofits