FURP.ORG / PUBLIC DATA EXPLORER

MILTON RESIDENCES FOR THE ELDERLY INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MILTON RESIDENCES FOR THE ELDERLY INC (EIN 04-6207699)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202313179349303701
Schema version
2022v5.0
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)
Return2023-11-13T10:04:53-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042513210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD T REILLY & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 ADAMS STREETAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046207699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON RESIDENCES FOR THE ELDERLY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILTBusinessNameControlTxt
Phone6176983005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 CANTON AVENUEAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW PAUL NEEDHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176983005PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWPersonFirstNm
Person LastPAUL NEEDHAMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK T ARDITO CPAPreparerPersonNm
PTINP00028884PTIN
Phone6176968900PhoneNum
Preparation2023-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerW PAUL NEEDHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 CANTON AVENUEAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,042,476GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MREINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee31TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$237,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,567,873PYProgramServiceRevenueAmt
CY Program Service Revenue$1,642,309CYProgramServiceRevenueAmt
PY Investment Income$152,117PYInvestmentIncomeAmt
CY Investment Income$165,637CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,956,990PYTotalRevenueAmt
CY Total Revenue$1,807,946CYTotalRevenueAmt
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$1,460,291PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,571,274CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$162,877PYOtherExpensesAmt
CY Other Expenses$156,067CYOtherExpensesAmt
PY Total Expenses$1,623,168PYTotalExpensesAmt
CY Total Expenses$1,727,341CYTotalExpensesAmt
PY Revenues Less Expenses$333,822PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$80,605CYRevenuesLessExpensesAmt
Total Assets BOY$3,052,904TotalAssetsBOYAmt
Total Assets EOY$16,749,751TotalAssetsEOYAmt
Total Liabilities BOY$109,559TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,220,753TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,943,345NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,528,998NetAssetsOrFundBalancesEOYAmt
MissionENDEAVORS TO MEET THE NEEDS OF THE SENIORS IN MILTON AND BEYOND, BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$709,854ExpenseAmt
Revenue$1,184,086RevenueAmt
DescPROVIDED STAFFING AND MANAGEMENT TO TWO PROPERTIES, 300 UNITS, IN ORDER TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$619,753ExpenseAmt
Revenue$458,223RevenueAmt
DescSUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,329,607TotalProgramServiceExpensesAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee31EmployeeCnt
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
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 Line1SARAH MCLARENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176983005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 CANTON AVEAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
W PAUL NEEDHAM
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
MICHAEL BRADY
TRUSTEE0.30Yes (X)$0$0$0
MARITTA M CRONIN
SECRETARY0.50Yes (X)Yes (X)$0$0$0
BRANCH LANE
TRUSTEE0.30Yes (X)$0$0$0
GEORGE GEARY
TREASURER0.30Yes (X)Yes (X)$0$0$0
CAROLYN SAVAGE
TRUSTEE0.30Yes (X)$0$0$0
EWALD CHARLES
TRUSTEE0.30Yes (X)$0$0$0
CAROL SULLIVAN
TRUSTEE0.30Yes (X)$0$0$0
JOHN LOONEY
TRUSTEE0.30Yes (X)$0$0$0
MICHAEL SULLIVAN
TRUSTEE0.30Yes (X)$0$0$0
SARAH MCLAREN
EXECUTIVE DIRECTOR40.00$225,000$0$24,951Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$225,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,951TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MAINTENANCE & SECURITY561700$827,924$827,924
ASSISTED LIVING & MANA623990$370,719$370,719
MANAGEMENT FEES561000$356,162$356,162
SUPPORT SERVICE FEES561000$86,964$86,964
TRANSPORT & MISC561499$540$540
FieldValueIRS element (for citing)
Total Program Service Revenue$1,642,309TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,946TotalRevenueColumnAmt
Exclusion$61,946ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$338,221SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$234,530SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$103,691SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,691TotalRevenueColumnAmt
Related Or Exempt Func Income$103,691RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,807,946TotalRevenueColumnAmt
Related Or Exempt Func Income$1,746,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$61,946ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$233,246TotalAmt
Management And General$233,246ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,108,345TotalAmt
Program Services$1,060,222ProgramServicesAmt
Management And General$48,123ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$134,473TotalAmt
Program Services$102,129ProgramServicesAmt
Management And General$32,344ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,210TotalAmt
Program Services$75,223ProgramServicesAmt
Management And General$19,987ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,600TotalAmt
Management And General$14,600ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,686TotalAmt
Management And General$16,686ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,037TotalAmt
Management And General$16,037ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,575TotalAmt
Program Services$7,573ProgramServicesAmt
Management And General$5,002ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ASSISTED LIVING PROJECT$68,819$68,819
HEALTH SERVICES$15,445$15,445
MISC. EXPENSES$7,233$7,233
MEETINGS AND SEMINARS$4,476$4,476

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$196TotalAmt
Program Services$196ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,727,341TotalAmt
Program Services$1,329,607ProgramServicesAmt
Management And General$397,734ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$219,568BOYAmt
EOY$296,873EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$92,709BOYAmt
EOY$70,463EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$110,338BOYAmt
EOY$68,149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,554BOYAmt
EOY$29,087EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$118,175LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,539LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$30,673BOYAmt
EOY$14,636EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,568,062BOYAmt
EOY$2,211,245EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,059,298EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,052,904BOYAmt
EOY$16,749,751EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$107,807BOYAmt
EOY$161,455EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,752BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,059,298EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$109,559BOYAmt
EOY$14,220,753EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,943,345BOYAmt
EOY$2,528,998EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,943,345BOYAmt
EOY$2,528,998EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,052,904BOYAmt
EOY$16,749,751EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$80,605ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$495,002NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$50DonatedServicesAndUseFcltsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,175CurrentTaxYearMinus1YearAmt
Current Tax Year$50CurrentTaxYearAmt
Total$2,455TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,248,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,723,676CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,638,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,696,391CurrentTaxYearMinus1YearAmt
Current Tax Year$1,250,998CurrentTaxYearAmt
Total$7,558,161TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,248,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,723,801CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,638,704CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,698,566CurrentTaxYearMinus1YearAmt
Current Tax Year$1,251,048CurrentTaxYearAmt
Total$7,560,616TotalAmt

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$7,560,616PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,554CurrentTaxYearMinus1YearAmt
Current Tax Year$61,946CurrentTaxYearAmt
Total$398,895TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,554CurrentTaxYearMinus1YearAmt
Current Tax Year$61,946CurrentTaxYearAmt
Total$398,895TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,330,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,784,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,696,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,835,120CurrentTaxYearMinus1YearAmt
Current Tax Year$1,312,994CurrentTaxYearAmt
Total$7,959,511TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94990PublicSupportCY509Pct
Public Support PY5090.95320PublicSupportPY509Pct
Investment Income CY0.05010InvestmentIncomeCYPct
Investment Income PY0.04680InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$118,175OtherCostOrOtherBasisAmt
Depreciation$103,539DepreciationAmt
Book Value$14,636BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,636TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MUTUAL FUNDS - BONDS$104,656F
MUTUAL FUNDS - EQUITIES$948,569F
EXCHANGE TRADED FUNDS$923,705F
EQUITY SECURITIES$234,315F
FieldValueIRS element (for citing)
Total Book Value Securities$2,211,245TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR OTHERSDesc
Book Value$14,059,298BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$14,059,298TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFIDUCIARY LIABILITYDesc
Amt$14,059,298Amt
FieldValueIRS element (for citing)
Total Liability$14,059,298TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,312,994TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$495,002NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$50DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$494,952RevenueNotReportedAmt
Revenue Subtotal$1,807,946RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,807,946TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,727,341TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,727,341ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,727,341TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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)
PersonSARAH MCLARENPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$225,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$24,951NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$249,951TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINTER VALLEY RESIDENCES IIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgCOMMON BOARD OF DIRECTORSRelationshipWithOrgTxt
Loan PurposeADAVANCE TO BUILD NEW 36 UNIT BUILDING FOR THE ELDERLYLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Balance Due$68,149BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written Agreement0WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$68,149TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonWILLIAM J SULLIVANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionPRESIDENT EMERITUSRelationshipDescriptionTxt
Transaction$10,250TransactionAmt
TransactionINSURANCE PREMIUMS PAID ON A POLICY TO AN INSURANCE AGENCY. THE INSURANCE AGENCY IS OWNED BY THE DIRECTOR'S SONS.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TAX RETURNS ARE PREPARED BY THE CORPORATION'S AUDIT FIRM. A DRAFT OF THE FORM 990 IS SUBMITTED TO THE CORPORATION'S MANAGEMENT BY ITS AUDIT FIRM FOR REVIEW. UPON COMPLETION OF MANAGEMENT'S REVIEW AND RESOLUTION OF ANY QUESTIONS, THE DRAFT OF THE FORM 990 IS THEN ELECTRONICALLY SUBMITTED TO THE CORPORATION'S TREASURER AND/OR FINANCE COMMITTEE FOR A SECOND REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THERE WERE NO KEY EMPLOYEES OR OFFICERS PAID.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UNQUITY HOUSE CORPORATION
30 CURTIS ROADMILTONMA02186043581983ELDERLY HOUSINGMA501(C)(3)509(A)(2)MILTON RESIDENCES FOR THE ELDERLY0
WINTER VALLEY RESIDENCES INC
600 CANTON AVEMILTONMA02186042616099ELDERLY HOUSINGMA501(C)(3)509(A)(2)MILTON RESIDENCES FOR THE ELDERLY0
WINTER VALLEY RESIDENCES II INC
600 CANTON AVEMILTONMA02186883665973ELDERLY HOUSINGMA501(C)(3)509(A)(2)MILTON RESIDENCES FOR THE ELDERLY0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNQUITY HOUSE CORPORATION
Q$484,676COST
UNQUITY HOUSE CORPORATION
Q$157,128COST
WINTER VALLEY RESIDENCES INC
Q$443,744COST
WINTER VALLEY RESIDENCES INC
Q$199,034COST
WINTER VALLEY RESIDENCES II INC
D$236,065COST