BOSTON HOME INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON HOME INC (EIN 04-2103905)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-21
- IRS object ID
- 202402959349300615
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-21T10:54:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6178253905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS R MURPHY III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6178253905 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE REILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,733,931 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 5230 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEBOSTONHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1884 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE LIVES OF ADULTS WITH ADVANCED MULTIPLE SCLEROSIS AND OTHER NEUROLOGICAL DISORDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 270 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $24,509 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,833,003 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,273,628 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,852,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,611,078 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,833,583 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,115,067 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,216 | PYOtherRevenueAmt |
| CY Other Revenue | $32,676 | CYOtherRevenueAmt |
| PY Total Revenue | $17,613,135 | PYTotalRevenueAmt |
| CY Total Revenue | $20,032,449 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,385,151 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,526,265 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $358,738 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,820,955 | PYOtherExpensesAmt |
| CY Other Expenses | $5,267,405 | CYOtherExpensesAmt |
| PY Total Expenses | $19,206,106 | PYTotalExpensesAmt |
| CY Total Expenses | $19,793,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,592,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $238,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,668,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,220,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,784,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,075,839 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,884,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,144,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BOSTON HOME SEEKS TO IMPROVE THE LIVES OF ADULTS WITH ADVANCED MULTIPLE SCLEROSIS AND OTHER NEUROLOGICAL DISORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,309,391 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,643,754 | RevenueAmt |
| Desc | FOUNDED IN 1881, THE BOSTON HOME IS A NOT-FOR-PROFIT, SPECIALIZED RESIDENCE AND CENTER FOR CARE FOR ADULTS WITH ADVANCED PROGRESSIVE NEUROLOGICAL DISEASES INCLUDING MULTIPLE SCLEROSIS. WE HAVE BEEN DESIGNATED A "CENTER FOR EXCELLENCE IN LONG TERM CARE" BY THE NATIONAL MULTIPLE SCLEROSIS SOCIETY AND ARE THE ONLY FACILITY OF OUR KIND IN NEW ENGLAND AND ONE OF ONLY A FEW IN THE UNITED STATES. THE BOSTON HOME INSTITUTE ADVANCES STANDARDS FOR CARE THROUGH RESEARCH, EDUCATION AND ADVOCACY.THE BOSTON HOME'S OUTPATIENT WHEELCHAIR SEATING CLINIC BRINGS TOGETHER PHYSICAL THERAPISTS, VENDORS AND ADAPTIVE TECHNOLOGY SPECIALISTS WHO WORK WITH COMPLEX REHABILITATION CLIENTS TO PRESCRIBE, ORDER AND CUSTOMIZE WHEELCHAIRS. B.FIT!, OUR SOCIAL DAY PROGRAM, PROVIDES PARTICIPANTS WITH A SAFE AND SOCIALLY ENRICHING ENVIRONMENT WHERE THEY HELP SHAPE A SCHEDULE OF ACTIVITIES DESIGNED TO ACHIEVE AND MAINTAIN MAXIMUM LEVELS OF PERSONAL INDEPENDENCE. THE BOSTON HOME'S WHEELCHAIR ENHANCEMENT CENTER (WEC) PROVIDES THE GREATER BOSTON DISABLED COMMUNITY WITH A RESOURCE FOR CUSTOMIZED WHEELCHAIR SOLUTIONS, EMERGENCY WHEELCHAIR REPAIRS AND SERVICE REFERRALS FOR THE MYRIAD OF MOBILITY EQUIPMENT AND TECHNOLOGICAL ADAPTATIONS NOW BEING USED. THE NATIONAL MAGAZINE PUBLISHER MCKNIGHT'S LONG-TERM CARE NEWS & ASSISTED LIVING AWARDED THE BOSTON HOME ITS GOLD AWARD IN THE INNOVATOR OF THE YEAR CATEGORY IN THE MCKNIGHT'S TECHNOLOGY AWARDS CONNECT OUR WORLD FOR ITS WHEELCHAIR ENHANCEMENT CENTER | Desc |
| Total Program Service Expenses | $16,309,391 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 270 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS R MURPHY III | PersonNm |
| Phone | 6173264294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RANDOLPH G HAWTHORNE | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA SOYBEL | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA MIRISOLA | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARRIE STEWART HANOVER-MARTIN | ||||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN CASSETTA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH COLBURN-MORAITES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI ESPINO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN FEENEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA BUDD HAEBERLEIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERLIE MAGNY-NORMILUS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY MICHAEL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN QUIGLEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID RINTELL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA SALTONSTALL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SEIDE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE STINSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WOODARD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE REILLY | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $290,927 | $0 | $19,331 | |||
| FRANCIS R MURPHY III | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $236,387 | $0 | $15,866 | |||
| JAMES SUGRUE | ||||||||
| DON | 40.00 | $173,799 | $0 | $11,322 | Yes (X) | |||
| YANICK DORZIN | ||||||||
| LPN | 58.00 | $156,982 | $0 | $10,730 | Yes (X) | |||
| MERLENE CAMERON | ||||||||
| RN | 59.00 | $141,772 | $0 | $13,838 | Yes (X) | |||
| LOLITA A ULE | ||||||||
| DIRECTOR OF HR | 40.00 | $135,808 | $0 | $22,890 | Yes (X) | |||
| ELIZABETH FRANCOIS | ||||||||
| LPN | 57.00 | $144,467 | $0 | $10,479 | Yes (X) | |||
| LORNA CHARLES | ||||||||
| LPN | 60.00 | $133,207 | $0 | $13,272 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,413,349 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $254,673 | GovernmentGrantsAmt |
| All Other Contributions | $1,018,955 | AllOtherContributionsAmt |
| Noncash Contributions | $18,900 | NoncashContributionsAmt |
| Total Contributions | $1,273,628 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $15,611,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,611,078 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,611,078 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,721 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $29,463 | UnrelatedBusinessRevenueAmt |
| Exclusion | $548,258 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,238,828 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,701,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,537,346 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,537,346 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,954 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,542,300 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT INCOME | 541610 | $19,669 | $19,669 |
| MISCELLANEOUS INCOME | 900099 | $13,007 | $13,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,676 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,032,449 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,643,754 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,509 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,090,558 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,632 | TotalAmt |
| Management And General | $735,222 | ManagementAndGeneralAmt |
| Fundraising | $12,410 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,570,030 | TotalAmt |
| Program Services | $10,163,056 | ProgramServicesAmt |
| Management And General | $1,168,897 | ManagementAndGeneralAmt |
| Fundraising | $238,077 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,524 | TotalAmt |
| Program Services | $167,304 | ProgramServicesAmt |
| Management And General | $39,940 | ManagementAndGeneralAmt |
| Fundraising | $6,280 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,188 | TotalAmt |
| Program Services | $977,809 | ProgramServicesAmt |
| Management And General | $87,466 | ManagementAndGeneralAmt |
| Fundraising | $32,913 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,891 | TotalAmt |
| Program Services | $753,642 | ProgramServicesAmt |
| Management And General | $125,726 | ManagementAndGeneralAmt |
| Fundraising | $17,523 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,510 | TotalAmt |
| Management And General | $8,510 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,650 | TotalAmt |
| Management And General | $108,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,241 | TotalAmt |
| Management And General | $165,241 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,647 | TotalAmt |
| Program Services | $807,521 | ProgramServicesAmt |
| Management And General | $10,975 | ManagementAndGeneralAmt |
| Fundraising | $1,151 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,778 | TotalAmt |
| Program Services | $33,580 | ProgramServicesAmt |
| Management And General | $6,147 | ManagementAndGeneralAmt |
| Fundraising | $33,051 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,386 | TotalAmt |
| Program Services | $62,157 | ProgramServicesAmt |
| Management And General | $12,849 | ManagementAndGeneralAmt |
| Fundraising | $2,380 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,397 | TotalAmt |
| Program Services | $211,091 | ProgramServicesAmt |
| Management And General | $44,669 | ManagementAndGeneralAmt |
| Fundraising | $1,637 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,561 | TotalAmt |
| Program Services | $486,048 | ProgramServicesAmt |
| Management And General | $102,039 | ManagementAndGeneralAmt |
| Fundraising | $3,474 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,076 | TotalAmt |
| Program Services | $689 | ProgramServicesAmt |
| Management And General | $3,387 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,465 | TotalAmt |
| Program Services | $454,465 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,670 | TotalAmt |
| Program Services | $814,679 | ProgramServicesAmt |
| Management And General | $182,768 | ManagementAndGeneralAmt |
| Fundraising | $6,223 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,597 | TotalAmt |
| Program Services | $118,280 | ProgramServicesAmt |
| Management And General | $22,966 | ManagementAndGeneralAmt |
| Fundraising | $2,351 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $787,525 | $762,573 | $24,130 | $822 |
| FOOD | $481,706 | $481,706 | ||
| USER FEE | $258,072 | $258,072 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,124 | TotalAmt |
| Program Services | $14,791 | ProgramServicesAmt |
| Management And General | $17,887 | ManagementAndGeneralAmt |
| Fundraising | $446 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,793,670 | TotalAmt |
| Program Services | $16,309,391 | ProgramServicesAmt |
| Management And General | $3,125,541 | ManagementAndGeneralAmt |
| Fundraising | $358,738 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,530 | BOYAmt |
| EOY | $117,809 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,830 | BOYAmt |
| EOY | $2,597,796 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,764 | BOYAmt |
| EOY | $269,792 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,484 | BOYAmt |
| EOY | $1,346,314 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,849 | BOYAmt |
| EOY | $3,217,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,939 | BOYAmt |
| EOY | $377,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,324,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,534,265 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,037,975 | BOYAmt |
| EOY | $9,790,480 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,686,924 | BOYAmt |
| EOY | $14,038,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,251,495 | BOYAmt |
| EOY | $42,421,720 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,146 | BOYAmt |
| EOY | $1,042,847 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,668,936 | BOYAmt |
| EOY | $75,220,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,881,635 | BOYAmt |
| EOY | $1,840,344 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,724 | BOYAmt |
| EOY | $73,186 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,830,672 | BOYAmt |
| EOY | $7,162,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,784,031 | BOYAmt |
| EOY | $9,075,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,037,841 | BOYAmt |
| EOY | $64,148,814 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,847,064 | BOYAmt |
| EOY | $1,995,825 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,884,905 | BOYAmt |
| EOY | $66,144,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,668,936 | BOYAmt |
| EOY | $75,220,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $238,779 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,950,724 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $70,231 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $753,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,244,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,399,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,833,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,273,628 | CurrentTaxYearAmt |
| Total | $10,503,316 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,771,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,213,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,999,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,852,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,611,078 | CurrentTaxYearAmt |
| Total | $66,447,361 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,524,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,457,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,398,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,685,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,884,706 | CurrentTaxYearAmt |
| Total | $76,950,677 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,866 | CurrentTaxYearAmt |
| Total | $349,516 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,866 | CurrentTaxYearAmt |
| Total | $349,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $76,601,161 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $451,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,721 | CurrentTaxYearAmt |
| Total | $2,339,661 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $451,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,721 | CurrentTaxYearAmt |
| Total | $2,339,661 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,676 | CurrentTaxYearAmt |
| Total | $254,419 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,966,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,807,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,935,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,340,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,495,103 | CurrentTaxYearAmt |
| Total | $79,544,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94460 | PublicSupportPY509Pct |
| Investment Income CY | 0.02940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 12,898. 2020 AMOUNT: $ 11,360. 2021 AMOUNT: $ 85,269. 2022 AMOUNT: $ 75,120. 2023 AMOUNT: $ 13,007. MANAGEMENT INCOME - 2020 AMOUNT: $ 18,000. 2022 AMOUNT: $ 19,096. 2023 AMOUNT: $ 19,669. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $24,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,512 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,512 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RETAINS LOBBYIST ROBERT WHITE ASSOCIATES TO OVERSEE MASSHEALTH RATE ISSUES. IN 2023, THE AMOUNT PAID TO ROBERT WHITE ASSOCIATES DESIGNATED AS LOBBYING WAS $24,000. IN ADDITION, THE ORGANIZATION PAYS DUES TO THE AMERICAN HEALTH CARE ASSOCIATION AND THE MASSACHUSETTS SENIOR CARE ASSOCIATION. A PORTION OF WHICH ARE ATTRIBUTABLE TO LOBBYING, $593 AND $919 RESPECTIVELY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,692,267 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,787,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,302,856 | OtherExpendituresAmt |
| End Year Balance | $59,176,845 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,473,197 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,055,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,725,749 | OtherExpendituresAmt |
| End Year Balance | $56,692,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,067,450 | BeginningYearBalanceAmt |
| Contributions | -$13,504 | ContributionsAmt |
| Investment Earnings Or Losses | $10,719,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,300,000 | OtherExpendituresAmt |
| End Year Balance | $67,473,197 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,053,560 | BeginningYearBalanceAmt |
| Contributions | $555,073 | ContributionsAmt |
| Investment Earnings Or Losses | $7,958,817 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $60,067,450 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,650,134 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,676,023 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,272,597 | OtherExpendituresAmt |
| End Year Balance | $52,053,560 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97401 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01079 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,045 | OtherCostOrOtherBasisAmt |
| Book Value | $35,045 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,840,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,358,371 | DepreciationAmt |
| Book Value | $8,482,604 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,092,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,955,411 | DepreciationAmt |
| Book Value | $1,136,930 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,483 | DepreciationAmt |
| Book Value | $135,901 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,790,480 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMINGLED FUNDS, LIMITED PARTNERSHIPS AND OFFSHORE FUNDS | Desc |
| Book Value | $42,421,720 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $42,421,720 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,888,163 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,950,724 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $70,231 | OtherRevenueAmt |
| Revenue Not Reported | $3,020,955 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,867,208 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $165,241 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $165,241 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,032,449 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,628,429 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,628,429 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $165,241 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $165,241 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,793,670 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS ESCROW ACCOUNTS WHICH ARE RESIDENT TRUST FUNDS. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPLEMENT THE OPERATING COSTS OF THE BOSTON HOME IN FURTHERANCE OF ITS MISSION. |
| PART X, LINE 2: | THE BOSTON HOME, INC. ("TBH") IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. GIVEN THE LIMITED TAXABLE ACTIVITIES OF TBH, MANAGEMENT CONCLUDED THAT DISCLOSURES RELATIVE TO TAX PROVISIONS ARE NOT NECESSARY. TBH ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. TBH HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TBH IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. TBH'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON INTEREST RATE SWAP 70,231. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE REILLY | ||||||||||||||
| PRESIDENT & CEO | $280,475 | $0 | $10,000 | $0 | $452 | $0 | $19,180 | $0 | $151 | $0 | $310,258 | $0 | $0 | $0 |
| FRANCIS R MURPHY III | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $225,236 | $0 | $10,000 | $0 | $1,151 | $0 | $15,482 | $0 | $384 | $0 | $252,253 | $0 | $0 | $0 |
| JAMES SUGRUE | ||||||||||||||
| DON | $162,100 | $0 | $11,500 | $0 | $199 | $0 | $0 | $0 | $11,322 | $0 | $185,121 | $0 | $0 | $0 |
| YANICK DORZIN | ||||||||||||||
| LPN | $156,582 | $0 | $0 | $0 | $400 | $0 | $3,201 | $0 | $7,529 | $0 | $167,712 | $0 | $0 | $0 |
| LOLITA A ULE | ||||||||||||||
| DIRECTOR OF HR | $129,429 | $0 | $6,000 | $0 | $379 | $0 | $9,186 | $0 | $13,704 | $0 | $158,698 | $0 | $0 | $0 |
| MERLENE CAMERON | ||||||||||||||
| RN | $141,231 | $0 | $0 | $0 | $541 | $0 | $1,300 | $0 | $12,538 | $0 | $155,610 | $0 | $0 | $0 |
| ELIZABETH FRANCOIS | ||||||||||||||
| LPN | $144,013 | $0 | $0 | $0 | $454 | $0 | $2,950 | $0 | $7,529 | $0 | $154,946 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | AMOUNT CONTRIBUTED TO A SUPPLEMENTAL NONQUALIFIED 457B RETIREMENT PLAN: CHRISTINE REILLY - $13,843 FRANCIS R. MURPHY III - $11,202 LOLITA A. ULE - $6,861 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS HEALTH AND EDUCATIONAL FACILITIES AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57585KZY7 | CUSIPNum |
| Bond Issued | 2009-09-14 | BondIssuedDt |
| Issue Price | $14,900,000 | IssuePriceAmt |
| Purpose | TO REFUND PRIOR BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $7,640,000 | RetiredAmt |
| Total Proceeds | $14,900,000 | TotalProceedsAmt |
| Other Spent Proceeds | $14,900,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 4.500000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND SUCH ADDITIONAL TRUSTEES AS THE CHAIRMAN MAY APPOINT. THE CHAIRMAN SHALL BE THE CHAIRMAN OF THE COMMITTEE. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE TRUSTEES EXCEPT FOR SUCH ACTIONS THAT BY LAW MUST BE TAKEN BY THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | WE PROVIDE THE BOARD WITH A COPY OF THE FORM 990 AS WELL AS MATERIALS TO ASSIST THEM IN COMPLETING THEIR RESPONSIBILITIES RELATED TO FORM 990. THE AUDITORS ARE ON HAND AT THE ANNUAL MEETING TO ANSWER ANY QUESTIONS THE BOARD MEMBERS MAY HAVE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY B. HAS READ AND UNDERSTANDS THE POLICY C. HAS AGREED TO COMPLY WITH THE POLICY D. UNDERSTANDS THAT THE BOSTON HOME IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT SUB-COMPONENT OF THE BOARD OF DIRECTORS (COMPENSATION COMMITTEE) MEETS ANNUALLY TO REVIEW AND PROVIDE RECOMMENDATIONS ON THE COMPENSATION PACKAGES OF THE ORGANIZATION'S OFFICERS, TOP MANAGEMENT OFFICIAL, AND KEY EMPLOYEES. IN ALL CASES, COMPENSATION IS SET BY INDEPENDENT PERSONS USING COMPARABILITY DATA WHERE APPLICABLE. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS IS KEPT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 70,231. |
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