MANAGED HEALTH RESOURCES INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MANAGED HEALTH RESOURCES INC (EIN 04-3189108)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349307083
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

FieldValueIRS element (for citing)
Return2024-11-13T13:51:30-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042734675PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIEL DENNIS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1990 WASHINGTON STREET STE 203AddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043189108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANAGED HEALTH RESOURCES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANABusinessNameControlTxt
Phone6177769800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 LOWELL STREETAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACOB SAUERBORNPersonNm
Person TitleCFOPersonTitleTxt
Phone6177769800PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSEAN ALEXANDERPreparerPersonNm
PTINP02534641PTIN
Phone6172629898PhoneNum
Preparation2024-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJACOB SAUERBORNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 LOWELL STREETAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,329,423GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.VNAEM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE COMMUNITY BASED SERVICES TO THOSE IN NEED INCLUDING BUT NOT LIMITED TO HOME HEALTH CARE, AFFORDABLE HOUSING, SUPPORTIVE SERVICES AND TO SUPPORT THE CHARITABLE ACTIVITIES OF ITS AFFILIATED ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee167TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$10,009,726PYProgramServiceRevenueAmt
CY Program Service Revenue$10,273,309CYProgramServiceRevenueAmt
PY Investment Income$29,309PYInvestmentIncomeAmt
CY Investment Income$50,817CYInvestmentIncomeAmt
PY Other Revenue$34,946PYOtherRevenueAmt
CY Other Revenue$5,297CYOtherRevenueAmt
PY Total Revenue$10,073,981PYTotalRevenueAmt
CY Total Revenue$10,329,423CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,159,375PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,448,765CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$977,792PYOtherExpensesAmt
CY Other Expenses$1,054,686CYOtherExpensesAmt
PY Total Expenses$10,137,167PYTotalExpensesAmt
CY Total Expenses$10,503,451CYTotalExpensesAmt
PY Revenues Less Expenses-$63,186PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$174,028CYRevenuesLessExpensesAmt
Total Assets BOY$4,229,840TotalAssetsBOYAmt
Total Assets EOY$3,924,677TotalAssetsEOYAmt
Total Liabilities BOY$1,314,545TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,183,410TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,915,295NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,741,267NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE COMMUNITY BASED SERVICES TO THOSE IN NEED INCLUDING BUT NOT LIMITED TO HOME HEALTH CARE, AFFORDABLE HOUSING, SUPPORTIVE SERVICES AND TO SUPPORT THE CHARITABLE ACTIVITIES OF ITS AFFILIATED ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,272,339ExpenseAmt
Revenue$8,766,203RevenueAmt
DescTO PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATED TAX EXEMPT ORGANIZATIONSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,704,073ExpenseAmt
Revenue$1,512,403RevenueAmt
DescTO PROVIDE A RANGE OF MEDICALLY NECESSARY SERVICES IN AN INDIVIDUAL'S HOME, ADMINISTERED UNDER A PLAN OF TREATMENT AUTHORIZED BY A PHYSICIANDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,976,412TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee167EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACOB SAUERBORN CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177769800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 LOWELL STREETAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
FRAN GAYRON
CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
ELIZABETH MINASSIAN
VICE CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
LINDA S CORNELL
PRESIDENT/CEO40.00Yes (X)Yes (X)$332,629$0$73,890
ELLEN O'BRIEN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SHIPLEY MASON
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOAN LANDERS
DIRECTOR1.00Yes (X)$0$0$0
ROBERT DITUCCI
DIRECTOR1.00Yes (X)$0$0$0
JACOB SAUERBORN
CFO, DIRECTOR40.00Yes (X)Yes (X)$142,946$0$5,946
MARYANNE GUILLEMETTE
CLINICAL DIRECTOR40.00$122,236$0$15,168Yes (X)
NANCY BERGERON
DIRECTOR OF SALES AND MARKETING40.00$120,041$0$13,200Yes (X)
GLEISIANY MIHOC
NURSE40.00$137,641$0$0Yes (X)
TAONGA NKHATA-ILIVEIRA
NURSE40.00$110,139$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$965,632TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$108,204TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT STAFFING561300$8,272,339$8,272,339
CONTRACT SERVICES621610$1,270,734$1,270,734
MANAGEMENT FEES561000$730,236$730,236
FieldValueIRS element (for citing)
Total Program Service Revenue$10,273,309TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,817TotalRevenueColumnAmt
Exclusion$50,817ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business561499BusinessCd
Total Revenue Column$5,297TotalRevenueColumnAmt
Related Or Exempt Func Income$5,297RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,297OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,329,423TotalRevenueColumnAmt
Related Or Exempt Func Income$10,278,606RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$50,817ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,830,937TotalAmt
Program Services$7,644,934ProgramServicesAmt
Management And General$186,003ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,093,961TotalAmt
Program Services$1,000,182ProgramServicesAmt
Management And General$93,779ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$523,867TotalAmt
Program Services$507,968ProgramServicesAmt
Management And General$15,899ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,324TotalAmt
Management And General$18,324ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,610TotalAmt
Management And General$45,610ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,799TotalAmt
Management And General$8,799ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$45,447TotalAmt
Management And General$45,447ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,746TotalAmt
Program Services$7,576ProgramServicesAmt
Management And General$170ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,570TotalAmt
Program Services$11,570ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,581TotalAmt
Management And General$47,581ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESIDENT SERVICES$754,187$754,187
CONSULTING$59,643$59,643
BAD DEBT EXPENSE$25,863$25,863
CONTRACT SERVICES$24,164$24,132$32

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,752TotalAmt
Management And General$5,752ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,503,451TotalAmt
Program Services$9,976,412ProgramServicesAmt
Management And General$527,039ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$699,255BOYAmt
EOY$775,213EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,256,091BOYAmt
EOY$1,283,895EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$297,957BOYAmt
EOY$360,707EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$9,850EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$176,329LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$140,836LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,323BOYAmt
EOY$35,493EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,947,214BOYAmt
EOY$1,459,519EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,229,840BOYAmt
EOY$3,924,677EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$996,892BOYAmt
EOY$922,910EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$19,633BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$298,020BOYAmt
EOY$260,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,314,545BOYAmt
EOY$1,183,410EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,915,295BOYAmt
EOY$2,741,267EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,915,295BOYAmt
EOY$2,741,267EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,229,840BOYAmt
EOY$3,924,677EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$174,028ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$933,000CurrentTaxYearMinus3YearsAmt
Total$933,000TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,050,664CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,330,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,040,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,009,726CurrentTaxYearMinus1YearAmt
Current Tax Year$10,273,309CurrentTaxYearAmt
Total$43,704,614TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,050,664CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,263,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,040,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,009,726CurrentTaxYearMinus1YearAmt
Current Tax Year$10,273,309CurrentTaxYearAmt
Total$44,637,614TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$44,637,614PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,309CurrentTaxYearMinus1YearAmt
Current Tax Year$50,817CurrentTaxYearAmt
Total$181,977TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,309CurrentTaxYearMinus1YearAmt
Current Tax Year$50,817CurrentTaxYearAmt
Total$181,977TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,762CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,355CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,946CurrentTaxYearMinus1YearAmt
Current Tax Year$5,297CurrentTaxYearAmt
Total$60,173TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,084,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,312,595CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,079,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,073,981CurrentTaxYearMinus1YearAmt
Current Tax Year$10,329,423CurrentTaxYearAmt
Total$44,879,764TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99460PublicSupportCY509Pct
Public Support PY5090.99440PublicSupportPY509Pct
Investment Income CY0.00410InvestmentIncomeCYPct
Investment Income PY0.00390InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$176,329OtherCostOrOtherBasisAmt
Depreciation$140,836DepreciationAmt
Book Value$35,493BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,493TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$1,459,519BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,459,519TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$260,500Amt
FieldValueIRS element (for citing)
Total Liability$260,500TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,329,423TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$10,329,423RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,329,423TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,503,451TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,503,451ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,503,451TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMHR HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS 2023 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. AT DECEMBER 31, 2023, MHR BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX RETURNS (2020-2022).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLINDA S CORNELLPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$243,061BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$89,568OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$65,000DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$8,890NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$406,519TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS MEET AT A REGULARLY SCHEDULED BOARD MEETING AND WILL REVIEW THE 990 FOLLOWED BY A VOTE TO APPROVE.
FORM 990, PART VI, SECTION B, LINE 12CALL DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMEMNT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE PERSONNEL COMMITTEE MEETS ANNUALLY TO REVIEW COMPARABLE SALARIES AND FORM 990'S OF SIMILAR ORGANIZATIONS AND SUBMITS THIS INFORMATION TO THE FULL BOARD OF DIRECTORS FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES IT'S FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS VARIOUS WEBSITES SUCH AS THE MASSACHUSETTS ATTORNEY GENERAL, "THE FOUNDATION CENTER AND "GUIDESTAR".
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
VISITING NURSE FOUNDATION INC
259 LOWELL STREETSOMERVILLEMA02144222587073PROVIDE MANAGEMENT OF LONG TERM ASSETS AND FUNDRAISING SERVICES TO AFFILIATEMA501(C)(3)LINE 10N/A0
VISITING NURSE ASSOCIATION OF EASTERN MASSACHUSETTS INC
259 LOWELL STREETSOMERVILLEMA02144042104935PROVIDE MEDICALLY NECESSARY SERVICES TO THE ELDERLY AUTHORIZED BY PHYSICIANSMA501(C)(3)LINE 10N/A0
MYSTIC-CHARLES CONTINUECARE INC
259 LOWELL STREETSOMERVILLEMA02144222583378TO PROVIDE CERTAIN DIVERSIFIED COMMUNITY AND HOME HEALTH RELATED SERVICES.MA501(C)(3)LINE 10N/A0
VISITING NURSE COMMUNITIES INC
259 LOWELL STREETSOMERVILLEMA02144471890512PROVIDES SUPPORTIVE HOUSING AND SERVICESMA501(C)(3)LINE 10N/A0
VISITING NURSE AT HIGHLAND INC
259 LOWELL STREETSOMERVILLEMA02144844819927PROVIDES HOUSING AND SERVICES TO THE ELDERLYMA501(C)(3)LINE 7N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CONWELL CAPEN LIMITED PARTNERSHIPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 LOWELL STREETAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
EIN208032454EIN
Primary ActivitiesTO CREATE AND OPERATE HOUSING WITH SERVICES FOR THE ELDERLYPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
VISITING NURSE ASSISTED LIVING INC
259 LOWELL STREETSOMERVILLEMA02144043385242TO PROMOTE THE ACTIVITIES ASSOCIATED WITH SUPPORTIVE HOUSING AND SERVICESMAN/AC0
VISITING NURSE SENIOR HOUSING INC
259 LOWELL STREETSOMERVILLEMA02144853007737TO PROVIDE HOUSING SERVICES TO THE ELDERLYMAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CONWELL CAPEN LP
L$838,046COST
VISITING NURSE AT HIGHLAND INC
L$754,412COST
VISITING NURSE COMMUNITIES INC
L$3,995,194COST
VISITING NURSE ASSOCIATION OF EASTERN MA
L$3,411,366COST

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