NOTRE DAME HEALTH CARE CENTER INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NOTRE DAME HEALTH CARE CENTER INC (EIN 04-3108782)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-16
- IRS object ID
- 202432909349301023
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-16T15:08:52-05:00 | 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 | 043108782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTRE DAME HEALTH CARE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOTR | BusinessNameControlTxt |
| Phone | 5088523011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 PLANTATION STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP HICKEY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5088523011 | PhoneNum |
| Signature | 2024-10-10 | 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 | KATARZYNA O PADZIK | PreparerPersonNm |
| PTIN | P02268641 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2024-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTRE DAME LONG TERM CARE CENTER NOTRE DAME DU LAC ASSISTED LIVING | BusinessNameLine1Txt |
| Business Name Line2 | RESIDENCE NOTRE DAME AT HOME NOTRE DAME EDUCATIONAL BRIDGE CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN LAGANELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 PLANTATION STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,564,628 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NOTREDAMEHEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE QUALITY NURSING AND HOSPICE CARE FOR THE ELDERLY AND POOR RESIDENTS OF THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 513 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,096,860 | PYContributionsGrantsAmt |
| CY Contributions Grants | $432,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,542,477 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,314,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,593,531 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,481,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,618 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,250 | CYOtherRevenueAmt |
| PY Total Revenue | $31,207,250 | PYTotalRevenueAmt |
| CY Total Revenue | $34,225,712 | 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 | $20,091,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,455,507 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $136,613 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,983,855 | PYOtherExpensesAmt |
| CY Other Expenses | $11,462,811 | CYOtherExpensesAmt |
| PY Total Expenses | $30,075,051 | PYTotalExpensesAmt |
| CY Total Expenses | $34,918,318 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,132,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$692,606 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,262,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,430,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,364,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,522,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,898,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,907,515 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NOTRE DAME HEALTH CARE CENTER (NDHCC), ROOTED IN THE HERITAGE OF SAINT JULIE BILLIART AND SPONSORED BY THE SISTERS OF NOTRE DAME DE NAMUR, IS DEDICATED TO THE HEALING MINISTRY PROCLAIMED IN THE GOSPEL AND BY THE CATHOLIC CHURCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,600,293 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $32,164,175 | RevenueAmt |
| Desc | SKILLED NURSING FACILITY, ASSISTED LIVING RESIDENCE, ADULT PALLIATIVE CARE AND HOSPICE, AND PEDIATRIC PALLIATIVE CARE AND HOSPICE PROGRAMS:NOTRE DAME LONG TERM CARE AND REHABILITATION CENTER IS A LICENSED SKILLED NURSING FACILITY THAT PROVIDES TRADITIONAL LONG TERM CARE, POST-ACUTE AND SHORT TERM REHABILITATION, SPECIALIZED MEMORY CARE, AND END OF LIFE CARE TO ACHIEVE THE INDIVIDUAL'S MAXIMUM QUALITY OF LIFE AND WELL-BEING WITHIN THE CHARITABLE MISSION OF THE SISTERS OF NOTRE DAME DE NAMUR. INDIVIDUALIZED CARE PLANS INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, THERAPEUTIC RECREATIONAL PROGRAMS, INTRAVENOUS THERAPY, SPIRITUAL CARE, AND MEDICALLY RELATED SOCIAL SERVICES. (SEE SCHEDULE O)LICENSED NURSING SERVICES ARE PROVIDED 24 HOURS PER DAY TO NURSING HOME CAPACITY OF 123 INDIVIDUALS, AND THE FACILITY IS CERTIFIED BY THE CENTERS FOR MEDICAID AND MEDICARE SERVICES AS A PROVIDER, AND HOLDS CONTRACTS WITH A NUMBER OF HMOS.NOTRE DAME DU LAC ASSISTED LIVING RESIDENCE (NOTRE DAME DU LAC) IS A CARING COMMUNITY THAT PROVIDES ASSISTED LIVING AND MEMORY SUPPORT FOR SENIORS. CHOICE, CONVENIENCE AND PEACE OF MIND ARE THE HALLMARKS OF THIS PROGRAM. NOTRE DAME DU LAC IS A HOME WHERE INDIVIDUAL NEEDS ARE MET AND COMMUNAL LIFE IS HONORED THROUGH A RICH AND DIVERSE RANGE OF PROGRAMS THAT ARE DESIGNED TO ENHANCE THE LIVES OF OUR RESIDENTS AND FAMILIES THROUGH ACTIVITIES, MEALS, AND PERSONAL ASSISTANCE. OUR MISSION OF CARE AND COMPASSION EXTENDS TO CARING FOR THOSE WITH MEMORY LOSS. THE HARMONY PROGRAM AT NOTRE DAME DU LAC IS DESIGNED TO MEET THE UNIQUE NEEDS OF THOSE WITH MEMORY LOSS, ALZHEIMER'S DISEASE, AND OTHER FORMS OF DEMENTIA. WE PROVIDE A COMFORTABLE, HOMELIKE SETTING, AS WELL AS THE SUPPORTIVE CARE NECESSARY TO INSURE SAFETY, DIGNITY, AND INDIVIDUALITY, WHEREBY RESIDENTS HAVE THE RIGHT TO MAKE CHOICES IN ALL ASPECTS OF THEIR LIVES. OUR FACILITY IS CERTIFIED BY THE EXECUTIVE OFFICE OF ELDER AFFAIRS OF THE COMMONWEALTH OF MASSACHUSETTS.HOSPICE SERVICES AT NOTRE DAME HEALTH CARE CENTER, INC. PROVIDES COMPASSIONATE, END-OF-LIFE CARE FOR INDIVIDUALS WITH TERMINAL ILLNESSES, FOCUSING ON COMFORT RATHER THAN CURATIVE TREATMENT. ADULT HOSPICE SERVICES PROVIDE END-OF-LIFE CARE FOR INDIVIDUALS WITH TERMINAL ILLNESSES, TYPICALLY WHEN LIFE EXPECTANCY IS SIX MONTHS OR LESS. THE FOCUS IS ON SYMPTOM MANAGEMENT, PAIN RELIEF, AND EMOTIONAL AND SPIRITUAL SUPPORT. CARE IS TYPICALLY PROVIDED IN THE PATIENT'S HOME, HOSPICE FACILITY, OR NURSING HOME, WITH THE GOAL OF ENSURING COMFORT, DIGNITY, AND QUALITY OF LIFE FOR BOTH THE PATIENT AND THEIR FAMILY. PEDIATRIC HOSPICE SERVICES ARE SPECIALIZED FOR CHILDREN WITH TERMINAL CONDITIONS, OFFERING SIMILAR COMPREHENSIVE SUPPORT BUT TAILORED TO THE UNIQUE NEEDS OF YOUNG PATIENTS AND THEIR FAMILIES. IN ADDITION TO MANAGING SYMPTOMS AND PROVIDING EMOTIONAL AND SPIRITUAL CARE, PEDIATRIC HOSPICE OFTEN INCLUDES DEVELOPMENTAL AND SIBLING SUPPORT, RECOGNIZING THE DISTINCT CHALLENGES FACED BY FAMILIES DURING A CHILD'S END-OF-LIFE JOURNEY. NOTRE DAME PEDI PALS IS A CONTRACT PROVIDER FOR THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH PEDIATRIC PALLIATIVE CARE NETWORK, AND IT IS A COST-BASED REIMBURSEMENT PROGRAM.PALLIATIVE CARE AT NOTRE DAME HEALTH CARE CENTER, INC. IS SPECIALIZED MEDICAL CARE THAT FOCUSES ON PROVIDING RELIEF FROM SYMPTOMS AND STRESS FOR PEOPLE WITH SERIOUS ILLNESSES, WITH THE GOAL OF IMPROVING QUALITY OF LIFE FOR BOTH THE PATIENT AND THEIR FAMILY. ADULT PALLIATIVE CARE SUPPORTS INDIVIDUALS FACING LIFE-LIMITING CONDITIONS SUCH AS CANCER, HEART FAILURE, OR CHRONIC RESPIRATORY DISEASES. IT ADDRESSES PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS, OFFERING PAIN MANAGEMENT AND EMOTIONAL SUPPORT. PEDIATRIC PALLIATIVE CARE IS TAILORED TO CHILDREN AND YOUNG ADULTS WITH SERIOUS ILLNESSES, ENSURING THEY RECEIVE COMPREHENSIVE CARE THAT FOCUSES ON THEIR UNIQUE DEVELOPMENTAL NEEDS WHILE PROVIDING FAMILY-CENTERED SUPPORT. PERINATAL PALLIATIVE CARE SERVES FAMILIES WHEN A LIFE-LIMITING CONDITION IS DIAGNOSED DURING PREGNANCY OR SOON AFTER BIRTH, OFFERING EMOTIONAL, MEDICAL, AND SPIRITUAL CARE FOR BOTH THE INFANT AND THE FAMILY, ENSURING COMFORT DURING A DIFFICULT PERIOD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,487 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $150,478 | RevenueAmt |
| Desc | EDUCATION PROGRAM:THE EDUCATIONAL BRIDGE CENTER AT NOTRE DAME HEALTH CARE IS A LIFELINE SUPPORTING ADULT LEARNERS PSYCHOLOGICALLY AND FINANCIALLY, AND HELPING THEM TO OVERCOME OVERWHELMING CHALLENGES. STAFF ARE EDUCATED THROUGH HEALTH CARE SKILLS CLASSES DESIGNED TO MEET THE NEEDS OF RESIDENTS AND PATIENTS SERVED BY NDHC AND OTHER HEALTH CARE FACILITIES IN THE REGION. ADULT BASIC EDUCATION, TUTORING, CAREER AND LIFE COACHING, AND CITIZENSHIP SERVICES ENABLE PEOPLE TO EARN CERTIFICATIONS AND DEGREES, AND OBTAIN FAMILY-SUSTAINING WAGES. DUE TO THE COVID-19 PANDEMIC, CLASSES WERE CONVERTED TO A HYBRID, ONLINE AND IN PERSON STRUCTURE, IN SEPTEMBER 2020. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,824,780 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 513 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN TOTINO EXEC DIR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088523011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 PLANTATION STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MS KAREN LAGANELLI | ||||||||
| CEO & PRESIDENT | 40.00 | 0.00 | Yes (X) | $229,556 | $0 | $4,362 | ||
| MR STEPHEN TOTINO | ||||||||
| EXEC. DIR. OF FINANCE | 40.00 | 0.00 | Yes (X) | $125,296 | $0 | $31,924 | ||
| MS SUSAN KEEFE | ||||||||
| EXEC. DIR. OF ND AT HOME | 40.00 | 0.00 | $163,013 | $0 | $19,309 | Yes (X) | ||
| MS CAROL KAPOLKA | ||||||||
| EXEC. DIR. OF ND LTC | 40.00 | 0.00 | $156,793 | $0 | $11,468 | Yes (X) | ||
| MS ROSEANNE KANYORO | ||||||||
| CHARGE NURSE OF ND LTC | 40.00 | 0.00 | $154,718 | $0 | $11,840 | Yes (X) | ||
| MR UBIRAJARA MELO | ||||||||
| CERT. NURSE AID, ND LTC | 40.00 | 0.00 | $152,627 | $0 | $500 | Yes (X) | ||
| MR SAMUAL ASANTE | ||||||||
| CHARGE NURSE, ND LTC | 40.00 | 0.00 | $151,554 | $0 | $1,280 | Yes (X) | ||
| MR JOHN MANNILA | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR KEVIN MCGOVERN | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR ELAINE BAIN SND | ||||||||
| CLERK | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR ELLEN AGRITELLEY SND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MS MARIA BUNKER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MS ELIZABETH MURPHY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SR MARY ROSE CROWLEY SND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MR KEVIN KOZAK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MS BRENDA RIVARD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR MARY ROCHE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SR MARIE VERRILLI SND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MS TARA O'CONNER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR PATRICIA O'BRIEN SND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SR PATRICIA TOCE SND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MS KATHLEEN COLIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MR ERIC TORKORNOO | ||||||||
| BOARD MEMBER - A/O 9/23 | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SR EILEEN BURNS SND | ||||||||
| PRESIDENT - UNTIL 9/23 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR R THOMAS MANNING | ||||||||
| BOARD MEMBER - UNTIL 9/23 | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,133,557 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LYDIA ANGELS AT HOMELLC | |||||
| 216 5TH STREET | LEOMINSTER | MA | 01453 | NURSING AGENCY | $623,843 |
| TIMBERLINE CONSTRUCTION CORP | |||||
| 300 PINE STREET | CANTON | MA | 02021 | DESIGN AND CONSTRUCTION SERVICES | $556,497 |
| EVERGREEN SOLUTIONS INC | |||||
| 11 APEX DRIVE | MARLBOROUGH | MA | 01752 | HOUSEKEEPING SERVICES | $459,912 |
| CULTER ASSOCIATES | |||||
| 43 HARVARD STREET | WORCESTER | MA | 01609 | DESIGN AND CONSTRUCTION SERVICES | $342,843 |
| RETROFIT TECHNOLOGIES INC | |||||
| 350 MYLES STANDISH ROAD | TAUNTON | MA | 02780 | COMPUTER AND IT SERVICES | $144,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $109,238 | FundraisingAmt |
| Related Organizations | $37,000 | RelatedOrganizationsAmt |
| Government Grants | $130,266 | GovernmentGrantsAmt |
| All Other Contributions | $155,951 | AllOtherContributionsAmt |
| Noncash Contributions | $39,449 | NoncashContributionsAmt |
| Total Contributions | $432,455 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 623000 | $24,342,567 | $24,342,567 |
| RESIDENT SERVICE REVENUE | 623000 | $7,459,850 | $7,459,850 |
| OTHER INCOME | 623000 | $211,758 | $211,758 |
| EDUCATION CENTER | 611430 | $150,478 | $150,478 |
| COMMUNITY FEES | 623000 | $150,000 | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,314,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $559,789 | TotalRevenueColumnAmt |
| Exclusion | $559,789 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,249,731 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,327,666 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $922,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $922,065 | TotalRevenueColumnAmt |
| Exclusion | $922,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $109,238 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,250 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,250 | TotalRevenueColumnAmt |
| Exclusion | -$3,250 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,225,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,314,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,478,604 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,138 | TotalAmt |
| Management And General | $391,138 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,377,651 | TotalAmt |
| Program Services | $17,632,215 | ProgramServicesAmt |
| Management And General | $1,654,924 | ManagementAndGeneralAmt |
| Fundraising | $90,512 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,520 | TotalAmt |
| Program Services | $55,930 | ProgramServicesAmt |
| Management And General | $590 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,961 | TotalAmt |
| Program Services | $2,117,639 | ProgramServicesAmt |
| Management And General | $308,351 | ManagementAndGeneralAmt |
| Fundraising | $6,971 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,197,237 | TotalAmt |
| Program Services | $1,081,372 | ProgramServicesAmt |
| Management And General | $109,632 | ManagementAndGeneralAmt |
| Fundraising | $6,233 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,612 | TotalAmt |
| Management And General | $90,612 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,551 | TotalAmt |
| Management And General | $187,551 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,066 | TotalAmt |
| Management And General | $139,066 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,314 | TotalAmt |
| Program Services | $6,143 | ProgramServicesAmt |
| Management And General | $244,124 | ManagementAndGeneralAmt |
| Fundraising | $21,047 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,483 | TotalAmt |
| Program Services | $165,448 | ProgramServicesAmt |
| Management And General | $154,035 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,196 | TotalAmt |
| Program Services | $189,315 | ProgramServicesAmt |
| Management And General | $224,881 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,993 | TotalAmt |
| Program Services | $278,948 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,880 | TotalAmt |
| Program Services | $1,152,831 | ProgramServicesAmt |
| Management And General | $19,049 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,422 | TotalAmt |
| Program Services | $19,286 | ProgramServicesAmt |
| Management And General | $1,136 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,680 | TotalAmt |
| Program Services | $897,607 | ProgramServicesAmt |
| Management And General | $21,073 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,804 | TotalAmt |
| Program Services | $1,533,585 | ProgramServicesAmt |
| Management And General | $23,219 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,764 | TotalAmt |
| Program Services | $208,567 | ProgramServicesAmt |
| Management And General | $51,197 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PATIENT CARE EXPENSES | $3,505,688 | $3,505,688 |
| USER FEE | $999,612 | $999,612 |
| HOSPICE EXPENSES | $500,898 | $500,898 |
| FOOD | $404,251 | $404,251 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,597 | TotalAmt |
| Program Services | $75,445 | ProgramServicesAmt |
| Management And General | $336,302 | ManagementAndGeneralAmt |
| Fundraising | $11,850 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,918,318 | TotalAmt |
| Program Services | $30,824,780 | ProgramServicesAmt |
| Management And General | $3,956,925 | ManagementAndGeneralAmt |
| Fundraising | $136,613 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,791 | BOYAmt |
| EOY | $21,201 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,668 | BOYAmt |
| EOY | $1,010,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,076 | BOYAmt |
| EOY | $3,113,978 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,251 | BOYAmt |
| EOY | $27,781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,290 | BOYAmt |
| EOY | $164,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,998,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,736,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,250,887 | BOYAmt |
| EOY | $27,261,823 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,536,201 | BOYAmt |
| EOY | $17,120,919 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,195,496 | BOYAmt |
| EOY | $15,708,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,262,660 | BOYAmt |
| EOY | $64,430,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,080 | BOYAmt |
| EOY | $2,487,404 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,744 | BOYAmt |
| EOY | $124,039 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,891,627 | BOYAmt |
| EOY | $31,252,637 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,089,679 | BOYAmt |
| EOY | $983,187 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,303 | BOYAmt |
| EOY | $675,442 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,364,433 | BOYAmt |
| EOY | $35,522,709 | 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 | $28,824,866 | BOYAmt |
| EOY | $28,818,499 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,361 | BOYAmt |
| EOY | $89,016 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,898,227 | BOYAmt |
| EOY | $28,907,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,262,660 | BOYAmt |
| EOY | $64,430,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$692,606 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $885,357 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$183,463 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $162,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,492,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,827,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,096,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,455 | CurrentTaxYearAmt |
| Total | $11,011,235 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,844,314 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,630,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,944,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,542,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,314,653 | CurrentTaxYearAmt |
| Total | $131,276,369 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,006,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,123,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,771,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,639,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,747,108 | CurrentTaxYearAmt |
| Total | $142,287,604 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $142,287,604 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $526,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $524,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $559,789 | CurrentTaxYearAmt |
| Total | $2,618,407 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $526,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $524,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $559,789 | CurrentTaxYearAmt |
| Total | $2,618,407 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,182 | CurrentTaxYearMinus2YearsAmt |
| Total | $441,294 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,725,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,670,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,458,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,186,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,306,897 | CurrentTaxYearAmt |
| Total | $145,347,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97660 | PublicSupportPY509Pct |
| Investment Income CY | 0.01800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01860 | 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 | COMMUNITY FEES REVENUE - 2019 AMOUNT: $ 105,000. 2020 AMOUNT: $ 20,000. 2021 AMOUNT: $ 67,500. ADDITIONAL MEALS AND PERSONAL CARE - 2020 AMOUNT: $ 66,616. 2021 AMOUNT: $ 94,682. OTHER MISC REVENUE - 2019 AMOUNT: $ 87,496. | 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 | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,600 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,600 | 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 | A PORTION OF MEMBERSHIP DUES PAID TO STATE TRADE ASSOCIATION ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 3.20 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 52.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,415,501 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,069 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $48 | AdministrativeExpensesAmt |
| End Year Balance | $2,417,522 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,417,812 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,246 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $65 | AdministrativeExpensesAmt |
| End Year Balance | $2,415,501 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,415,942 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,936 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $66 | AdministrativeExpensesAmt |
| End Year Balance | $2,417,812 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,414,245 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,753 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $56 | AdministrativeExpensesAmt |
| End Year Balance | $2,415,942 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,417,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,850 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $64 | AdministrativeExpensesAmt |
| End Year Balance | $2,414,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,625,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,625,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,545,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,457,723 | DepreciationAmt |
| Book Value | $23,087,949 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,481,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,952,424 | DepreciationAmt |
| Book Value | $1,529,254 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $326,530 | DepreciationAmt |
| Book Value | $19,620 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,261,823 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PROJECT FUNDS FROM REVENUE BONDS | $9,297,700 |
| FAIR VALUE OF INTEREST RATE SWAPS | $3,785,620 |
| OTHER RECEIVABLES | $1,684,526 |
| CONSTRUCTION IN PROGRESS | $450,475 |
| DEPOSITS FROM TENANTS | $435,200 |
| INTEREST RECEIVABLE | $55,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,708,919 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO THIRD PARTY PAYORS | $240,242 |
| DEPOSITS FROM TENANTS | $435,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $675,442 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,529,859 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $885,357 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$308,226 | OtherRevenueAmt |
| Revenue Not Reported | $577,131 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,952,728 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $139,066 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $133,918 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $272,984 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,225,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,520,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,520,571 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $139,066 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $258,681 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $397,747 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,918,318 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONSERVATION EASEMENTS ARE NOT REPORTED. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT IS INTENDED FOR FUNDED DEPRECIATION OF ASSETS AND EMPLOYEE SCHOLARSHIPS. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND APPLICABLE STATE STATUTES; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -124,763. UNREALIZED GAIN/(LOSS) ON INTEREST RATE SWAP -183,463. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EDUCATION CENTER EXPENSE NETTED WITH REVENUE 133,918. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EDUCATION CENTER EXPENSE NETTED WITH REVENUE 133,918. FUNDRAISING EXPENSES 124,763. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EDUCATIONAL FORUM | Event1Nm |
| Gross Receipts Event1 | $117,238 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $109,238 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $495 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $625 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,618 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $180 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,332 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $117,238 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $109,238 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,000 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $495 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $625 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,618 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $180 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,332 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,250 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,250 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS KAREN LAGANELLI | ||||||||||||||
| CEO & PRESIDENT | $229,556 | $0 | $0 | $0 | $0 | $0 | $2,120 | $0 | $2,242 | $0 | $233,918 | $0 | $0 | $0 |
| MR STEPHEN TOTINO | ||||||||||||||
| EXEC. DIR. OF FINANCE | $125,296 | $0 | $0 | $0 | $0 | $0 | $1,040 | $0 | $30,884 | $0 | $157,220 | $0 | $0 | $0 |
| MS SUSAN KEEFE | ||||||||||||||
| EXEC. DIR. OF ND AT HOME | $163,013 | $0 | $0 | $0 | $0 | $0 | $2,037 | $0 | $17,272 | $0 | $182,322 | $0 | $0 | $0 |
| MS CAROL KAPOLKA | ||||||||||||||
| EXEC. DIR. OF ND LTC | $156,793 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,468 | $0 | $168,261 | $0 | $0 | $0 |
| MS ROSEANNE KANYORO | ||||||||||||||
| CHARGE NURSE OF ND LTC | $154,718 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,840 | $0 | $166,558 | $0 | $0 | $0 |
| MR UBIRAJARA MELO | ||||||||||||||
| CERT. NURSE AID, ND LTC | $152,627 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $500 | $0 | $153,127 | $0 | $0 | $0 |
| MR SAMUAL ASANTE | ||||||||||||||
| CHARGE NURSE, ND LTC | $151,554 | $0 | $0 | $0 | $0 | $0 | $780 | $0 | $500 | $0 | $152,834 | $0 | $0 | $0 |
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 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2020-10-08 | BondIssuedDt |
| Issue Price | $31,668,081 | IssuePriceAmt |
| Purpose | REFUND SERIES 1999 BONDS AND NURSING AND ASSISTED LIVING RENOVATIONS | 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 | $415,404 | RetiredAmt |
| Total Proceeds | $31,668,081 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $597,353 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $20,170,411 | CapitalExpendituresAmt |
| Other Spent Proceeds | $10,853,661 | OtherSpentProceedsAmt |
| Unspent | $46,656 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | M&T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 6.750000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| 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 M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFTS FOR CHILDREN IN PEDI-PALS PROGRAM | 167 | $23,475 | COST OR SELLING PRIC |
| Yes (X) | ITEMS DONATED FOR ONLINE AUCTION AND RAFFLE | 127 | $13,304 | COST OR SELLING PRIC |
| Yes (X) | GIFTS FOR DU LAC AND LTC PROGRAMS | 43 | $2,670 | COST OR SELLING PRIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | CONSIDERED EACH ITEM (GIFT CARD, GIFT BASKET, TOY, TICKET, ETC) AS AN INDIVIDUAL CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION'S GOVERNING BODY (BOARD OF DIRECTORS) DELEGATES CERTAIN AUTHORITY TO ACT ON ITS BEHALF TO SEVERAL COMMITTEES WHICH INCLUDE: GOVERNANCE, HUMAN RESOURCES, ETHICS, FINANCE, INVESTMENT, MISSION, ADVANCEMENT, NOMINATING, AND STRATEGIC DEVELOPMENT COMMITTEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE LEADERS OF THE SISTERS OF NOTRE DAME DE NAMUR EAST-WEST PROVINCE ARE THE MEMBERS OF NOTRE DAME HEALTH CARE CENTER, INC.; THEY HOLD AND EXERCISE RESERVED POWERS/CONTROLS AS WRITTEN IN THE NDHCC BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS, THE SNDDEN PROVINCE EAST-WEST LEADERSHIP TEAM, ELECT THE NDHCC BOARD OF DIRECTORS TO THREE YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE ARE ORGANIZATIONAL GOVERNANCE DECISIONS THAT ARE SUBJECT TO THE "RESERVED POWERS AND APPROVAL BY THE SNDDEN MEMBERS AS THEY ARE OUTSIDE OF THE SCOPE OF AUTHORITY OF THE NDHCC BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FINANCE DIRECTOR SENDS A DRAFT COPY OF THE TAX RETURN TO EACH BOARD MEMBER FOR REVIEW. THE COMPLETED REVISED FORM 990 IS ELECTRONICALLY PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW VIA EMAIL, WITH RECEIPTS RETURNED AND SAVED, AND APPROVED AND FINALIZED BY THE CEO PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | NOTRE DAME HEALTH CARE RETAINS A WRITTEN CONFLICT OF INTEREST AND RELATED PARTY POLICY AND UTILIZES A DISCLOSURE FORM. THE WRITTEN POLICY AND DISCLOSURE FORM IS PROVIDED TO EACH BOARD DIRECTOR, COMMITTEE MEMBER, AND KEY EMPLOYEE ANNUALLY. THE RECIPIENTS COMPLETE THE FORM INCLUDING AN ATTESTATION THAT THEY HAVE NOT ENTERED INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. THE CEO EXECUTIVE ASSISTANT IS RESPONSIBLE FOR DISTRIBUTING THE CONFLICT OF INTEREST FORMS AND ENSURING COLLECTION OF THE COMPLETED FORMS. THE COMPLETED FORMS ARE THEN FORWARDED TO THE CHAIR OF THE BOARD'S GOVERNANCE COMMITTEE, AND THEN REVIEWED BY THE GOVERNANCE COMMITTEE TO ASCERTAIN IF ANY CONFLICT OF INTEREST OR RELATED PARTY RELATIONSHIP EXISTS. IF THE GOVERNANCE COMMITTEE IDENTIFIES A PERCEIVED CONFLICT OF INTEREST, THE INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL DETERMINATION OF PERCEIVED PRESENCE OR ABSENCE OF A CONFLICT OF INTEREST. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED, THE BOARD MAY DETERMINE THAT IT IS IN THE ORGANIZATION'S BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE OF THE MEMBER HAVING SAID CONFLICT, AS THEY ARE REQUIRED TO RECUSE THEMSELF) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. THE PROCEEDINGS, DELIBERATIONS, AND VOTE(S) OF THE BOARD ARE CAPTURED IN THE MINUTES OF THE BOARD MEETING BY THE EXECUTIVE ASSISTANT, AND APPROVED BY THE BOARD AT A SUBSEQUENT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS USED TO ESTABLISH THE COMPENSATION OF THE CEO INCLUDES A REVIEW AND THE APPROVAL OF COMPARABLE DATA BY THE BOARD OF DIRECTORS. THE CEO SALARY REVIEW IS INCORPORATED INTO THE ANNUAL PERFORMANCE REVIEW PROCESS, WHICH IS CONDUCTED BY THE BOARD GOVERNANCE COMMITTEE AND DELIVERED BY THE BOARD CHAIR. IN THE EVENT THE BOARD DETERMINES THAT A REVIEW OF COMPENSATION IS REQUIRED FOR EQUITY AND COMPARABILITY, THE BOARD SEEKS COMPARABLE INFORMATION FROM THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES FOR SIMILAR NON-PROFIT ORGANIZATIONS AS REPORTED ON THE IRS 990 FORM, AND MARKET SALARY SURVEYS WHICH ARE AVAILABLE TO HUMAN RESOURCES. THE MOST RECENT EQUITY AND COMPARABILITY REVIEW OF CEO COMPENSATION WAS PERFORMED IN FY 2019. AT THAT TIME THE ORGANIZATION REVIEWED THE SALARY INFORMATION REPORTED IN SCHEDULE J OF THE IRS 990 FOR SIMILARLY SIZED AND STRUCTURED ORGANIZATIONS IN THE SAME LABOR MARKET THROUGH A COMPARATIVE ANALYSIS OF EACH ORGANIZATIONS CEO COMPENSATION AS A PERCENTAGE OF TOTAL REVENUE; THIS ANALYSIS WAS COMPLETED TO PROVIDE INTERORGANIZATIONAL COMPARABILITY. THE LAST BOARD REVIEW OCCURRED DURING AN EXECUTIVE SESSION OF THE BOARD MEETING IN 2021. ON OCCASION, THE BOARD HAS UTILIZED DISCRETION IN AWARDING MARGINALLY HIGHER PERCENT WAGE ADJUSTMENTS IN RECOGNITION OF BETTER THAN EXPECTED PERFORMANCE, OR IN RESPONSE TO EXTRAORDINARY CIRCUMSTANCES NAVIGATED. OTHER EMPLOYEE SALARIES AND BENEFITS ARE REVIEWED ANNUALLY BY THE CEO, COMPARED TO OTHER SIMILAR ENTITIES IN THE REGION, AND DOCUMENTED AS PART OF THE ANNUAL REVIEW PROCESS, WHICH IS DONE ON THE ANNIVERSARY DATE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FED FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG AND THE MA ATTORNEY GENERAL'S OFFICE WEBSITE. |
| 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. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SW -183,463. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON PROVINCE SISTERS OF NOTRE DAME DE NAMUR | |||||||||
| 351 BROADWAY | EVERETT | MA | 02149 | RELIGIOUS ORGANIZATION | MA | 501(C)(3) | LINE 1 | N/A | 0 |
| NOTRE DAME TRAINING SCHOOL INC | |||||||||
| 30 JEFFREYS NECK ROAD | IPSWICH | MA | 01938 | RELIGIOUS ORGANIZATION | MA | 501(C)(3) | LINE 1 | N/A | 0 |
| SISTERS OF NOTRE DAME DE NAMUR US EAST-WEST PROVINCE | |||||||||
| 30 JEFFREYS NECK ROAD | IPSWICH | MA | 01938 | RELIGIOUS ORGANIZATION | MA | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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