Civic Intelligence

Rogerson House Inc.

990 • Fiscal year 2023 • EIN 04-3290572

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileWWW.ROGERSONHOUSE.ORG
One Florence StreetBoston, MA 02131

(617) 363-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

1.33x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

36th percentile

-0.6%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$290,412

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

14th percentile

-6.1%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$9,048,052

Down $589,757 (-6.1%) from 2022

Net Assets

Up

$1,104

Up $204,934 (+101%) from 2022

Liabilities

Down

$9,046,948

Down $794,691 (-8.1%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin36th percentile

Revenue

Up

$6,820,205

Up $661,195 (+11%) from 2022

Expenses

Up

$6,863,550

Up $222,408 (+3.3%) from 2022

Net Income

Up

-$43,345

Up $438,787 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2010: $8,937,042Liabilities 2010: $11,534,534Net Assets 2010: -$2,597,4922010Assets 2011: $8,970,818Liabilities 2011: $11,568,223Net Assets 2011: -$2,597,4052011Assets 2012: $9,241,371Liabilities 2012: $11,758,811Net Assets 2012: -$2,517,4402012Assets 2013: $8,765,491Liabilities 2013: $11,077,377Net Assets 2013: -$2,311,8862013Assets 2014: $8,589,473Liabilities 2014: $10,674,097Net Assets 2014: -$2,084,6242014Assets 2015: $9,307,444Liabilities 2015: $10,295,448Net Assets 2015: -$988,0042015Assets 2016: $9,298,294Liabilities 2016: $10,124,080Net Assets 2016: -$825,7862016Assets 2017: $8,564,013Liabilities 2017: $9,863,104Net Assets 2017: -$1,299,0912017Assets 2018: $8,599,111Liabilities 2018: $9,784,375Net Assets 2018: -$1,185,2642018Assets 2019: $9,274,137Liabilities 2019: $9,551,108Net Assets 2019: -$276,9712019Assets 2020: $9,459,010Liabilities 2020: $9,411,950Net Assets 2020: $47,0602020Assets 2021: $9,943,495Liabilities 2021: $9,385,365Net Assets 2021: $558,1302021Assets 2022: $9,637,809Liabilities 2022: $9,841,639Net Assets 2022: -$203,8302022Assets 2023: $9,048,052Liabilities 2023: $9,046,948Net Assets 2023: $1,1042023Assets 2024: $9,214,933Liabilities 2024: $9,058,257Net Assets 2024: $156,6762024

Highlighted filing

2023

Assets$9,048,052
Liabilities$9,046,948
Net Assets$1,104
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,880,1732010Expenses 2011: $4,875,5822011Expenses 2012: $5,112,2132012Revenue 2013: $5,569,762Expenses 2013: $5,364,208Net Income 2013: $205,5542013Revenue 2014: $5,674,077Expenses 2014: $5,446,815Net Income 2014: $227,2622014Revenue 2015: $6,657,996Expenses 2015: $5,700,046Net Income 2015: $957,9502015Revenue 2016: $5,868,700Expenses 2016: $5,706,482Net Income 2016: $162,2182016Revenue 2017: $5,384,997Expenses 2017: $6,043,959Net Income 2017: -$658,9622017Revenue 2018: $5,852,845Expenses 2018: $5,659,546Net Income 2018: $193,2992018Revenue 2019: $6,529,265Expenses 2019: $5,899,622Net Income 2019: $629,6432019Revenue 2020: $6,212,007Expenses 2020: $6,105,359Net Income 2020: $106,6482020Revenue 2021: $6,184,101Expenses 2021: $6,010,736Net Income 2021: $173,3652021Revenue 2022: $6,159,010Expenses 2022: $6,641,142Net Income 2022: -$482,1322022Revenue 2023: $6,820,205Expenses 2023: $6,863,550Net Income 2023: -$43,3452023Revenue 2024: $6,623,761Expenses 2024: $6,784,741Net Income 2024: -$160,9802024

Highlighted filing

2023

Revenue$6,820,205
Expenses$6,863,550
Net Income-$43,345
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$7,109,560
Mission and Program Overview

Mission

Acquiring, rehabilitating and operating an assisted living residence for persons with alzheimer's disease and/or related memory disorders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,868,039$4,727,005▼ $141,034
Investments Program Related-$1,701,341-
Accounts Receivable$1,752,148$571,082▼ $1,181,066
Cash and Non-Interest-Bearing Accounts$1,415,672$287,851▼ $1,127,821
Prepaid Expenses and Deferred Charges$133,493$56,065▼ $77,428
Total Assets$9,637,809$9,048,052▼ $589,757
Other Assets Total$1,468,457$1,704,708▲ $236,251
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,915,973$7,818,623▼ $97,350
Escrow Account Liability-$453,677-
Other Liabilities$1,655,361$447,011▼ $1,208,350
Accounts Payable and Accrued Expenses$93,908$239,723▲ $145,815
Deferred Revenue$176,397$87,914▼ $88,483
Total Liabilities$9,841,639$9,046,948▼ $794,691
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,605,800$1,912,603▲ $306,803
Net Assets Without Donor Restrictions$-1,809,630$-1,911,499▼ $101,869
Total Net Assets Fund Balance$-203,830$1,104▲ $204,934
Total Liabilities and Net Assets / Fund Balance$9,637,809$9,048,052▼ $589,757

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,829,348$6,529,612$10,358,960
Equipment$168,555$1,068,109$1,236,664
Land$729,102-$729,102
Other Land Buildings$0$90,992$90,992
Investment Program Related Org$1,701,341--
Other Assets Org$629,817--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$25,397-▲ $443-$25,840
2022$25,321-▲ $76-$25,397
2021$25,246-▲ $75-$25,321
2020$24,972-▲ $274-$25,246
2019$24,640-▲ $332-$24,972
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
John E CupplesPresident
Sarah Acer AllenBoard Member
Theresa FitzgeraldBoard Member
Natalya LeshcinerChief Financial Officer
Carolyn CorcoranClerk
Patricia HillmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rogerson Communities INCPayrollONE FLORENCE STREET, Boston, MA 02131$4,175,783
Walker & DunlopReal Estaste Financing Services7240 BROOKLYN BLVD 210, Brooklyn Park, MN 55429$559,850
4m Building Solutions INCSpecialized Cleaning Service2827 CLARK AVE, St Louis, MO 63103$327,385
Revenue and Support

Revenue Composition

Contributions and Grants
$93,025
Program Service Revenue
$6,605,540
Investment Income
$99,446
Other Revenue
$22,194
All Other Contributions
$93,025
Change in Net Assets
$-43,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,820,205
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$248,279
Total Revenue per Audited Statements
$7,068,484
Total Revenue per Form 990
$6,820,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,863,550
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$3,964,409$532,649-$4,497,058
Occupancy$825,335--$825,335
Depreciation Depletion$364,723--$364,723
All Other Expenses$350,990--$350,990
Insurance$182,883--$182,883
Information Technology$86,222--$86,222
Advertising$63,212--$63,212
Office Expenses$44,735--$44,735
Fees for Services Accounting-$30,460-$30,460
Fees for Services Other$7,401--$7,401
Fees for Services Legal$6,065--$6,065
Conferences and Meetings$2,423--$2,423
Travel$1,581--$1,581
Other Expenses$861--$861
Interest$432--$432
Total Functional Expenses$6,300,441$563,109$0$6,863,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,863,550
Total Expenses per Audited Statements$6,863,550
Total Expenses per Form 990$6,863,550
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
Miscellaneous Accrued Expenses$223,601
Due to Rogerson Communities$223,410
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates management responsibilities to rogerson communities, inc., a 501(c)(3) organization property management company.”

Form 990, Part VI, Section B, Line 11B

“One of the officers or directors signs the form 990 after it is reviewed by the treasurer.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, the organization has members fill out a conflict of interest form.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Rogerson House Inc
EIN
04-3290572
Phone
6173632300
Address
ONE FLORENCE STREET, BOSTON, MA 02131

Signing Officer

Name
John E Cupples
Title
President
Phone
6173632300
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Cupples
Formed
1995
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cohnreznick Llp
Address
500 EAST PRATT STREET 4TH FLOOR, BALTIMORE, MD 21202
Preparer
Lori Rothe Yokobosky CPA
Phone
4107834900
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The organization holds security deposits as required by state law”

PART V, LINE 4:

“The organization intends to use the endowment funds in accordance with the donor imposed restrictions placed on those funds. The investment income generated from the endowment is used to further the exempt purpose of the organization.”

PART X, LINE 2:

“The organization has applied for and received a determination letter from the internal revenue service ("irs"), dated august 19, 1996, to be treated as a tax-exempt entity pursuant to section 501(c)(3) of the internal revenue code. Income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. The organization did not have any unrelated business income for the year ended december 31, 2023. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition in the financial statements. Management does not believe its evaluation of tax positions will significantly change within 12 months of december 31, 2023. Any changes in tax positions will be recorded when the ultimate outcome becomes known. The organization's income tax returns are subject to examination by taxing authorities generally for the years ended december 31, 2020, 2021 and 2022.”

Raw XML AppendixShowing 400 of 675 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/BOYAmt093908
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0239723
IRS990/AccountsReceivableGrp/BOYAmt01752148
IRS990/AccountsReceivableGrp/EOYAmt0571082
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS.
IRS990/AdvertisingGrp/ProgramServicesAmt063212
IRS990/AdvertisingGrp/TotalAmt063212
IRS990/AllOtherContributionsAmt093025
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0350990
IRS990/AllOtherExpensesGrp/TotalAmt0350990
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATALYA LESHCHINER
IRS990/BooksInCareOfDetail/PhoneNum06174695800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE FLORENCE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002131
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01415672
IRS990/CashNonInterestBearingGrp/EOYAmt0287851
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02423
IRS990/ConferencesMeetingsGrp/TotalAmt02423
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt04175783
IRS990/ContractorCompensationGrp/CompensationAmt1559850
IRS990/ContractorCompensationGrp/CompensationAmt2327385
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0ONE FLORENCE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt17240 BROOKLYN BLVD 210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22827 CLARK AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BROOKLYN PARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002131
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155429
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd263103
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ROGERSON COMMUNITIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WALKER & DUNLOP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt24M BUILDING SOLUTIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0PAYROLL
IRS990/ContractorCompensationGrp/ServicesDesc1REAL ESTASTE FINANCING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2SPECIALIZED CLEANING SERVICE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt093025
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt099446
IRS990/CYOtherExpensesAmt06863550
IRS990/CYOtherRevenueAmt022194
IRS990/CYProgramServiceRevenueAmt06605540
IRS990/CYRevenuesLessExpensesAmt0-43345
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06863550
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06820205
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0176397
IRS990/DeferredRevenueGrp/EOYAmt087914
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0364723
IRS990/DepreciationDepletionGrp/TotalAmt0364723
IRS990/Desc0ROGERSON HOUSE, INC. (THE ORGANIZATION") WAS ORGANIZED AS A MASSACHUSETTS NONPROFIT ORGANIZATION IN NOVEMBER 1995 FOR THE PURPOSE OF ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS. THE FACILITY CONSISTS OF 66 UNITS LOCATED IN JAMAICA PLAIN, MASSACHUSETTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01605800
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01912603
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/EOYAmt0453677
IRS990/ExpenseAmt06300441
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030460
IRS990/FeesForServicesAccountingGrp/TotalAmt030460
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06065
IRS990/FeesForServicesLegalGrp/TotalAmt06065
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0532649
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt03964409
IRS990/FeesForServicesManagementGrp/TotalAmt04497058
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07401
IRS990/FeesForServicesOtherGrp/TotalAmt07401
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt526544
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROLYN CORCORAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN E CUPPLES
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA HILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3THERESA FITZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm4SARAH ACER ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm5NATALYA LESHCINER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5263868
IRS990/Form990PartVIISectionAGrp/TitleTxt0CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt039618
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0328973
IRS990/GrossReceiptsAmt07109560
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt086222
IRS990/InformationTechnologyGrp/TotalAmt086222
IRS990/InsuranceGrp/ProgramServicesAmt0182883
IRS990/InsuranceGrp/TotalAmt0182883
IRS990/InterestGrp/ProgramServicesAmt0432
IRS990/InterestGrp/TotalAmt0432
IRS990/InvestmentIncomeGrp/ExclusionAmt059828
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059828
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01701341
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07688713
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04868039
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04727005
IRS990/LandBldgEquipCostOrOtherBssAmt012415718
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0289355
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt022194
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt022194
IRS990/MissionDesc0ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07915973
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07818623
IRS990/NetAssetsOrFundBalancesBOYAmt0-203830
IRS990/NetAssetsOrFundBalancesEOYAmt01104
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt039618
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0248279
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1809630
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1911499
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0825335
IRS990/OccupancyGrp/TotalAmt0825335
IRS990/OfficeExpensesGrp/ProgramServicesAmt044735
IRS990/OfficeExpensesGrp/TotalAmt044735
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01468457
IRS990/OtherAssetsTotalGrp/EOYAmt01704708
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS TAXES & P
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0362723
IRS990/OtherExpensesGrp/ProgramServicesAmt134263
IRS990/OtherExpensesGrp/ProgramServicesAmt22183
IRS990/OtherExpensesGrp/ProgramServicesAmt3861
IRS990/OtherExpensesGrp/TotalAmt0362723
IRS990/OtherExpensesGrp/TotalAmt134263
IRS990/OtherExpensesGrp/TotalAmt22183
IRS990/OtherExpensesGrp/TotalAmt3861
IRS990/OtherLiabilitiesGrp/BOYAmt01655361
IRS990/OtherLiabilitiesGrp/EOYAmt0447011
IRS990/OtherRevenueTotalAmt022194
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0133493
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056065
IRS990/PrincipalOfficerNm0JOHN E CUPPLES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06605540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06605540
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt096747
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09060
IRS990/PYOtherExpensesAmt06641142
IRS990/PYOtherRevenueAmt05669
IRS990/PYProgramServiceRevenueAmt06047534
IRS990/PYRevenuesLessExpensesAmt0-482132
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06641142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06159010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-43345
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt06667352
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2019 AMOUNT: $ 7,570. 2020 AMOUNT: $ 207,100. 2021 AMOUNT: $ 1,902. 2022 AMOUNT: $ 5,669. 2023 AMOUNT: $ 22,194. INSURANCE REFUND - 2020 AMOUNT: $ 4,179.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt096747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0497591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0158531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0891479
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt059828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0793
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03626
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt076251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06605540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06047534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05683815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05839253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06464334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030640476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt059828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0793
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt076251
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt022194
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05669
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01902
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0211279
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07570
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0248614
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98980
IRS990ScheduleA/PublicSupportPY509Pct00.99180
IRS990ScheduleA/PublicSupportTotal509Amt031531955
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06698565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06144281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06181406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05997784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06509919
IRS990ScheduleA/Total509Grp/TotalAmt031531955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06780587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06159010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06184101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06212007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06521115
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt031856820
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.22601
IRS990ScheduleD/BuildingsGrp/BookValueAmt03829348
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06529612
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010358960
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025397
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025840
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025321
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025321
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt024972
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024972
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0332
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168555
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01068109
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01236664
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06863550
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01701341
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0729102
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0729102
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0248279
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0219599
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1829452
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt225840
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3629817
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt090992
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0223410

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,048,052
Liabilities
$9,046,948
Net assets
$1,104
Revenue
$6,820,205
Expenses
$6,863,550
Net income
-$43,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.21$9.06$0.16$6.62$6.78$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.05$9.05$0.00$6.82$6.86$0.04
2022Detailed filing. Detailed filing data is available for this year.$9.64$9.84$0.20$6.16$6.64$0.48
2021Detailed filing. Detailed filing data is available for this year.$9.94$9.39$0.56$6.18$6.01$0.17
2020Detailed filing. Detailed filing data is available for this year.$9.46$9.41$0.05$6.21$6.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$9.27$9.55$0.28$6.53$5.90$0.63
2018Detailed filing. Detailed filing data is available for this year.$8.60$9.78$1.19$5.85$5.66$0.19
2017Detailed filing. Detailed filing data is available for this year.$8.56$9.86$1.30$5.38$6.04$0.66
2016Detailed filing. Detailed filing data is available for this year.$9.30$10.1$0.83$5.87$5.71$0.16
2015Detailed filing. Detailed filing data is available for this year.$9.31$10.3$0.99$6.66$5.70$0.96
2014Detailed filing. Detailed filing data is available for this year.$8.59$10.7$2.08$5.67$5.45$0.23
2013Detailed filing. Detailed filing data is available for this year.$8.77$11.1$2.31$5.57$5.36$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$11.8$2.52$5.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$11.6$2.60$4.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$11.5$2.60$4.88
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits