2024-02-15T14:53:57-06:00 2023-09-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2022-10-01 042105937 GLENMEADOW INC GLEN 4135677800 24 TABOR CROSSING LONGMEADOW MA 01106 KATHLEEN MARTIN PRESIDENT AND CEO 4135677800 2024-02-07 1 KATHLEEN MARTIN 999009999 0 RUDY M D'AGOSTINO P00962620 4135368510 2024-02-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN MARTIN 24 TABOR CROSSING LONGMEADOW MA 01106 31055728 0 X WWW.GLENMEADOW.ORG X 1884 MA PROVIDING PREMIER SENIOR SERVICES; NURTURING MIND, BODY AND SPIRIT OF THOSE WE SERVE 11 11 332 34 0 0 2918856 431817 11312513 10745921 2718621 -244782 44278 49054 16994268 10982010 116785 105024 0 0 7733677 7781342 0 0 70268 5098097 5604769 12948559 13491135 4045709 -2509125 50902339 52173997 38706322 39203508 12196017 12970489 TO PROVIDE SERVICES TO MEET THE HOUSING, HEALTHCARE, PHYSICAL, EMOTIONAL, RECREATIONAL, SPIRITUAL, AND SOCIAL NEEDS OF ITS CLIENTS. 0 0 8275767 105024 8051182 GLENMEADOW PROVIDED HOUSING AND SUPPORTIVE SERVICES TO 167 SENIORS. 2700787 2694739 GLENMEADOW AT HOME PROVIDED PERSONAL CARE AND OTHER SUPPORTIVE SERVICES TO 91 SENIORS. 10976554 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 46 0 1 332 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X DAVID LESLIE 4135677800 24 TABOR CROSSING LONGMEADOW MA 01106 ANNE THOMAS PRESIDENT/CEO - END 9/30/23 40.00 X 225695 0 22174 LINDA EDWARDS VP OF MARKETING - END 2/2022 40.00 X 211496 0 16387 DAVID LESLIE VP OF FINANCE & OPERATIONS 40.00 X 171593 0 11206 MEAGHAN CARRIER VP HEALTH AND WELLNESS 40.00 X 123476 0 4168 KATHLEEN MARTIN LISTED TWICE CO PRES AS OF 9/1/23 40.00 X 0 0 0 AMY SANTERELLI CHAIR 1.00 X X 0 0 0 MICHAEL TREMBLE VICE CHAIR 1.00 X X 0 0 0 MARY MEEHAN TREASURER 1.00 X X 0 0 0 KELLY KOCH CLERK 1.00 X X 0 0 0 ANNETTE LERNER DIRECTOR 1.00 X 0 0 0 AMY CORSETTI DIRECTOR 1.00 X 0 0 0 PAUL MARCHESE DIRECTOR 1.00 X 0 0 0 AARON MENDELSON DIRECTOR 1.00 X 0 0 0 JACQUELINE JOHNSON DIRECTOR 1.00 X 0 0 0 NAREN DHAMODHARAN DIRECTOR - END 2/3/23 1.00 X 0 0 0 ERIN KOEBLER DIRECTOR - EFF 11/14/22 1.00 X 0 0 0 BROOKS FITCH DIRECTOR - EFF 11/14/22 1.00 X 0 0 0 KATHLEEN MARTIN DIRECTOR THRU 9/11/23 1.00 X 0 0 0 732260 0 53935 4 0 1 0 DIMELLA SHAFFER ASSOCIATES 24 FARNSWORTH ST BOSTON MA 02210 ARCHITECTURE 242982 GRAYSTONE CONSULTING 28 STATE ST 34TH FLOOR BOSTON MA 02210 INVESTMENT FEES 105852 2 431817 431817 RESIDENT SERVICE FEE 623990 7326562 7326562 COMMUNITY SERVICES 621610 2694739 2694739 ENTRANCE FEES 623990 724620 724620 10745921 702600 702600 13590 0 13590 13590 13590 19122330 4006 19981247 92471 -858917 -88465 -947382 -947382 1700 0 1700 1700 STORE 455000 13041 13041 GUEST FEES 623990 9765 9765 WITHDRAWAL PENALTY 623990 6500 6500 4458 4458 33764 10982010 10745921 0 -195728 105024 105024 462708 57797 341268 63643 6170815 5343622 827193 78469 61418 17051 548399 368989 179410 520951 398902 117085 4964 15990 15990 35074 35074 145244 145244 32964 2149 30815 150275 150275 118319 77204 39454 1661 1433742 1390773 42969 26026 21494 4532 371 371 260332 247803 12529 1724287 1702320 21967 319141 170398 148743 FOOD & RELATED SUPPLIES 805711 786477 19234 MISC FEES & LICENSES 156847 28634 128213 OUTSIDE SERV.-NURSING 116574 116574 CABLEVISION 57457 57457 206415 96976 109439 13491135 10976554 2444313 70268 4950019 6070571 639661 1577102 25000 0 569975 945792 33375 34796 235563 207767 44607792 24709577 20293005 19898215 19520306 21096423 58542 63320 113914 187342 4462979 2092669 50902339 52173997 768516 901323 3296465 3915275 7880201 7728985 336430 344424 26424710 26313501 38706322 39203508 X 10475075 11009170 1720942 1961319 12196017 12970489 50902339 52173997 -2509125 3283597 0 X X 0 1 X 1 0 X 129553 272956 654611 2918856 431817 4407793 10836940 11017384 10974399 11312513 10745921 54887157 83795 56853 7024 12924 28360 188956 11050288 11347193 11636034 14244293 11206098 59483906 185594 318848 574656 178287 248717 1506102 800895 975215 1097460 1244308 742442 4860320 986489 1294063 1672116 1422595 991159 6366422 53117484 932300 640812 546380 555471 716190 3391153 932300 640812 546380 555471 716190 3391153 6703 6703 11982588 11994708 12182414 14799764 11922288 62881762 0.84470 0.84490 0.05390 0.05500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1735781 255497 205373 168150 2028501 2233598 108171 -420531 185457 1735781 1949581 75824 401728 193535 2233598 1899928 88564 147055 185966 1949581 1984603 79346 -692 163329 1899928 0.03310 0.89140 0.07550 1 0 2817051 2817051 33172569 20356342 12816227 7577858 4321647 3256211 1040314 31588 1008726 19898215 PENDING ENTRANCE FEE REFUNDS 4782131 FEES REFUNDABLE TO RESIDENTS 21344605 DEFERRED COMPENSATION 186765 26313501 X 14081506 3283597 3283597 10797909 145244 38857 184101 10982010 13307034 0 13307034 145244 38857 184101 13491135 PART IV, LINE 2B: DEPOSITORS' ESCROW ($147,053) IS RESERVATION DEPOSITS PRIOR TO OCCUPANCY. SECURITY DEPOSIT FUND ($197,370) IS SECURITY DEPOSITS MADE BY ASSISTED LIVING RESIDENTS. PART V, LINE 4: ENDOWMENT EARNINGS ARE USED FOR OPERATIONS PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE REPORTED AS AN EXPENSE ON 990 105,024. LOSS ON CASUALTY -66,167. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE REPORTED AS AN EXPENSE ON 990 105,024. LOSS ON CASUALTY -66,167. 1 FINANCIAL ASSISTANCE 3 105024 PART I, LINE 2: GLENMEADOW WILL CONSIDER ALL RESIDENTS FOR SCHOLARSHIP SUPPORT WHEN THEY HAVE DEPLETED THEIR ASSETS. ALL ASSETS IDENTIFIED AT THE TIME OF ADMISSION MUST HAVE BEEN SPENT ON THE RESIDENT'S CARE. TRANSFER OR GIFTING OF ASSETS WILL NEGATE A RESIDENT'S ABILITY TO QUALIFY FOR SCHOLARSHIP SUPPORT. RESIDENTS MAY APPLY FOR SCHOLARSHIP BY SENDING A LETTER OF REQUEST TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS SOLE AUTHORITY FOR AWARDING SCHOLARSHIP SUPPORT. THIS SUPPORT MAY BE TERMINATED AT ANY TIME BY A DECISION OF THE BOARD OF DIRECTORS. RESIDENTS ARE ELIGIBLE FOR SCHOLARSHIP WHEN THEIR ASSETS FALL BELOW $2,000. PRIOR TO REACHING THAT LEVEL, RESIDENTS ARE ENCOURAGED TO PRE-PAY FUNERAL EXPENSES OR FUND A DESIGNATED BURIAL ACCOUNT. RESIDENTS MUST BE APPROVED FOR MASSACHUSETTS MEDICAL ASSISTANCE PRIOR TO THEIR APPROVAL FOR SCHOLARSHIP. GLENMEADOW'S DIRECTOR OF RESIDENT SERVICES WILL ASSIST THE RESIDENT OR THEIR FAMILY IN COMPLETING THE APPLICATION FOR MEDICAL ASSISTANCE. GLENMEADOW MAY REQUIRE THAT THE APPLICANT PROVIDE INCOME TAX RETURNS, TITLE SEARCH OF PROPERTY OR OTHER DOCUMENTS TO VERIFY ELIGIBILITY. GLENMEADOW WILL PROVIDE SCHOLARSHIP IN AN AMOUNT EQUAL TO THE MONTHLY FEE CHARGED BY GLENMEADOW, LESS THE RESIDENT'S FIXED MONTHLY INCOME. RESIDENTS WILL BE PERMITTED TO RETAIN $75.00 MONTHLY FOR PERSONAL EXPENSES. GLENMEADOW ASSUMES NO LIABILITY FOR ANY OTHER TYPE OF EXPENSE, INCLUDING MEDICAL BILLS, ADDITIONAL NURSING OR HOUSEKEEPING CHARGES, PRIVATE DUTY STAFF OR MEDICATIONS. RESIDENTS MUST VERIFY THEIR INCOME ON AN ANNUAL BASIS FOR RE-CALCULATION OF SCHOLARSHIP. IF A RESIDENT COVERED BY SCHOLARSHIP REQUIRES NURSING HOME CARE, MEDICAL ASSISTANCE WILL PAY FOR THAT, LESS THE RESIDENT'S FIXED MONTHLY INCOME. GLENMEADOW ASSUMES NO RESPONSIBILITY FOR NURSING HOME EXPENSES. IF A TEMPORARY PLACEMENT IN A HOSPITAL OR NURSING HOME IS NECESSARY, GLENMEADOW WILL CONTINUE SCHOLARSHIP SUPPORT TO HOLD THE GLENMEADOW APARTMENT FOR UP TO ONE MONTH ANNUALLY. SCHOLARSHIP TERMINATES UPON DISCHARGE FROM GLENMEADOW, FOR FALSIFICATION OF FINANCIAL INFORMATION OR AT THE DISCRETION OF THE BOARD OF DIRECTORS. X 0 0 0 0 0 0 0 0 0 ANNE THOMAS PRESIDENT/CEO - END 9/30/23 225695 0 0 0 0 0 7346 0 14828 0 247869 0 0 0 LINDA EDWARDS VP OF MARKETING - END 2/2022 211496 0 0 0 0 0 5500 0 10887 0 227883 0 183265 0 DAVID LESLIE VP OF FINANCE & OPERATIONS 171593 0 0 0 0 0 5550 0 5656 0 182799 0 0 0 A MASS DEVELOPMENT FINANCE AGENCY 043431814 2023-06-14 5000000 CONSTRUCTION OF COMMON AREAS IN BUILDING 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY (SERIES 2021A AND 2021B) 043431814 2021-04-24 8000000 IMPROVEMENTS TO COMMON AREAS IN BUILDING, ROOF AND RESIDENTIAL APARTMENTS 0 0 0 A 5000000 82776 60956 4856268 0 0 0 1 B 1553767 8000000 2744952 123158 3578123 2022 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 136934 SALE/INSTALLATION OF ASSETS 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 247970 INTEREST EXPENSE PAID TO SUBSTANTIAL CONTRIBUTOR 0 FORM 990, PART VI, SECTION A, LINE 6 GLENMEADOW'S LEGAL ENTITY IS COMPRISED OF CORPORATORS/MEMBERS WHO ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A GLENMEADOW'S LEGAL ENTITY IS COMPRISED OF CORPORATORS/MEMBERS WHO ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO GLENMEADOW'S BYLAWS MUST BE APPROVED BY ITS CORPORATOR AMBASSADORS/MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B GLENMEADOW'S AUDIT COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD TO APPROVE THE 990. ALL BOARD MEMBERS WILL BE GIVEN A COPY OF THE 990 FOR THEIR REVIEW PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE. ANNUAL TRAINING IS GIVEN TO ALL STAFF AND A WHISTLEBLOWER HOTLINE IS IN PLACE AS A CONFIDENTIAL MEANS TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. GLENMEADOW CONSULTING LLC 24 TABOR CROSSING LONGMEADOW MA 01116 042105937 CONSULTING SERVICES TO NON-PROFIT ORGANIZATIONS MA GLENMEADOW INC