2023-11-15T13:01:49-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 454741875 COLONY CARE SENIOR LIVING INC COLO 4134551122 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 4134551122 2023-11-14 1 ALAN POPP MS XXX-XX-XXXX 1 DANIELLE NIHILL P01350943 7819821001 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALAN POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 3283921 0 X WWW.COLONYCAREATHOME.COM X 2015 MA PROVIDE SENIOR CARE, HOME COMPANIONS & FAMILY RESPITE CARE. 11 9 245 9 0 0 3206 61874 3537575 3221638 0 5 6 404 3540787 3283921 0 0 0 0 2649150 2380608 0 0 0 492689 567816 3141839 2948424 398948 335497 1170623 726515 124075 104470 1046548 622045 THE ORGANIZATION'S MISSION IS TO PROVIDE HOME CARE SERVICES TO AND FOR THE ELDERLY AND INDIVIDUALS WITH SHORT OR LONG-TERM ILLNESSES OR DISABILITIES. 0 0 2543252 3221638 HOME CARE SERVICES - PROVIDES SENIOR CARE, HOME COMPANIONS AND FAMILY RESPITE CARE BOTH IN-FACILITY AND AT-HOME. THE ORGANIZATION PROVIDED MORE THAN 99,000 HOURS OF SERVICES TO CLIENTS IN 2022. 2543252 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 245 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X WILLIAM HAWKINS 1413733151 74 WALNUT ST SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 15.00 35.00 X X 0 258794 34686 JOHN MORSE CHAIR 1.00 3.00 X X 0 0 0 JEFF SATTLER TREASURER 1.00 3.00 X X 0 0 0 ALLISON EBNER VICE CHAIR 1.00 3.00 X X 0 0 0 SUSAN MCCOY ESQ SECRETARY 1.00 3.00 X X 0 0 0 KATHI DONAHUE TRUSTEE 1.00 3.00 X 0 0 0 PAT GRENIER TRUSTEE 1.00 3.00 X 0 0 0 PAUL MARCHESE TRUSTEE 1.00 3.00 X 0 0 0 CARLTON PICKRON TRUSTEE 1.00 3.00 X 0 0 0 SHERYL STANLEY TRUSTEE 1.00 3.00 X 0 0 0 SR EILEEN SULLIVAN TRUSTEE LEFT JUN 2022 1.00 3.00 X 0 0 0 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 158580 28613 0 417374 63299 0 0 1 0 0 665 61209 61874 PATIENT SERVICE REVENUE 624100 3221638 3221638 3221638 5 5 OTHER INCOME 624100 404 404 404 3283921 3221638 0 409 2335743 2260952 74791 6684 4679 2005 14088 9862 4226 24093 16865 7228 276433 111028 165405 21040 21040 15074 165 14909 49466 31757 17709 26359 26359 25398 25261 137 1302 1302 28421 28421 96587 67343 29244 ADMIN AND RESIDENT SERV 14038 14038 BAD DEBT EXPENSE 13698 13698 2948424 2543252 405172 0 214463 138737 437049 415717 343725 9 12403 38361 52647 21847 33635 30800 129348 102891 1170623 726515 45564 67954 47364 9692 31147 26824 124075 104470 X 1046548 622045 1046548 622045 1170623 726515 X 335497 -760000 X 0 1 X 1 0 X 1005 366360 3206 50706 421277 2629820 2667329 3240496 3537575 3221638 15296858 2629820 2668334 3606856 3540781 3272344 15718135 336635 256769 709959 1303363 49326 78875 154718 282919 385961 335644 864677 1586282 14131853 83 15 37 6 5 146 83 15 37 6 5 146 450 576 11976 13002 2630353 2668349 3607469 3540787 3284325 15731283 0.89830 0.94920 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 450. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 576. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 11,976. 42526 11726 30800 10121 10121 0 30800 RELATED PARTY LOANS 26824 26824 X PART X, LINE 2: COLONY CARE SENIOR LIVING, INC. IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS, INCLUDING THE ORGANIZATION'S TAX-EXEMPT STATUS, AND BELIEVES THAT THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. 0 0 0 0 0 0 0 0 0 ALAN POPP MS PRESIDENT & CEO 0 211452 0 39101 0 8241 0 0 0 34686 0 293480 0 0 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 0 149805 0 8775 0 0 0 0 0 28613 0 187193 0 0 PART I, LINE 3 ALAN POPP, PRESIDENT & CEO, PERFORMS MANAGEMENT DUTIES, BUT HIS SALARY AND BENEFITS ARE PAID OUT OF A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC. THE RELATED PARTY COMPENSATION REVIEW PROCESS INCLUDES, BUT IS NOT LIMITED TO THE USE OF THE FOLLOWING: (1) EXECUTIVE COMMITTEE, (2) INDEPENDENT COMPENSATION CONSULTANT, AND (3) APPROVAL BY THE BOARD. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION PAYS MASON WRIGHT FOUNDATION, INC. FOR MANAGEMENT SERVICES. MANAGEMENT SERVICES INCLUDED, BUT WERE NOT LIMITED TO, SUPERVISING PERSONNEL, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS. IN 2022, $276,433 WAS PAID FOR MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE MASON WRIGHT FOUNDATION, THE SUPPORTING ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF DIRECTORS, THE MASON WRIGHT FOUNDATION APPOINT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE MASON WRIGHT FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE BOARD DELEGATES THE FINANCE COMMITTEE WITH RESPONSIBILITY FOR THE REVIEW OF THE FORM 990. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS SHALL DISCLOSE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER OFFICERS. ANNUALLY, TRUSTEES SHALL DISCLOSE FAMILY AND BUSINESS INTERESTS THAT COULD ARISE TO A CONFLICT OF INTEREST. A REPORT OF SUCH DISCLOSURE(S) SHALL BE MADE TO THE FULL BOARD OF TRUSTEES, AND SAID REPORT SHALL BE APPENDED TO THE MINUTES OF THE MEETING AT WHICH THE REPORT IS MADE. NO CONFLICT OF INTEREST EXISTS WHEN, AFTER FULL DISCLOSURE OF THE POTENTIAL CONFLICT, THE BOARD OR MANAGEMENT UNDERTAKES AN ACTION THAT PROVIDES FAIR AND REASONABLE EXCHANGE OF GOODS AND SERVICES. IF A POTENTIAL OR ACTUAL CONFLICT WERE TO ARISE THE INDIVIDUAL(S) INVOLVED WOULD ABSTAIN FROM ANY DISCUSSION OR VOTE RELATING TO THE MATTER. 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: EQUITY TRANSFER -760,000. MASON WRIGHT FOUNDATION INC 74 WALNUT STREET SPRINGFIELD MA 01105 042105936 OPERATING FOUNDATION FOR COMMUNITY SENIORS & CHILDREN MA 501(C)(3) PF N/A 0 MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 471890506 SENIOR ASSISTED & INDEPENDENT LIVING MA 501(C)(3) LINE 10 N/A 0 BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 821978704 EARLY EDUCATION MA 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 MASON WRIGHT FOUNDATION M 276433 FMV MASON WRIGHT FOUNDATION C 709959 FMV