2020-11-11T09:32:37-06:00 2019-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-01-01 042104314 HOME FOR AGED WOMEN INC HOME 6177318500 165 CHESTNUT STREET BROOKLINE MA 02445 DEANNE DUPONT PRESIDENT AND CEO 6177318500 2020-11-06 1 CRAIG KLEIN P00734640 6177610600 2020-11-06 12.221.96.220 2020-11-06 14:26:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 60FF9891D1F5F02B6CE76569FE37055EDA903CEE 2019 2021-01-29 14:40:06Z SEE SCHEDULE O CANDACE CRAMER 165 CHESTNUT STREET BROOKLINE MA 02445 10680295 0 X WWW.GODDARDHOUSE.ORG X 1849 MA GODDARD HOUSE EMBRACES THE AGING EXPERIENCE FOR SENIORS LIVING IN THE BOSTON AREA BY OPERATING A HIGH-QUALITY ASSISTED LIVING COMMUNITY AND BY CREATING INNOVATIVE PROGRAMS WHICH SUPPORT OUR NEED FOR PURPOSE, ENGAGEMENT, AUTONOMY, AND CHOICE AS WE AGE. 14 13 163 13 2232 1232 152457 93155 8499244 8711091 1850707 1522322 240931 353727 10743339 10680295 190952 147761 0 0 4508650 5141945 0 0 25565 3769963 3792603 8469565 9082309 2273774 1597986 50078833 57416936 1716152 1561966 48362681 55854970 GODDARD HOUSE EMBRACES THE AGING EXPERIENCE FOR SENIORS LIVING IN THE BOSTON AREA BY OPERATING A HIGH-QUALITY ASSISTED LIVING COMMUNITY AND BY CREATING INNOVATIVE PROGRAMS WHICH SUPPORT OUR NEED FOR PURPOSE, ENGAGEMENT, AUTONOMY, AND CHOICE AS WE AGE. 0 0 6577741 147761 9064818 GODDARD HOUSE IN BROOKLINE IS AN ASSISTED LIVING FACILITY WHERE SENIORS FIND THE SERVICES AND SECURITY THEY NEED WITHOUT GIVING UP THE TRADITIONS AND INDEPENDENCE THEY CHERISH. THE ASSISTED LIVING FACILITY CREATES AN ENVIRONMENT WHERE RESIDENTS MAINTAIN THEIR DIGNITY, PRIDE AND INDIVIDUALITY. THE ASSISTED LIVING FACILITY OFFERS 115 BEAUTIFULLY DESIGNED STUDIOS AND ONE AND TWO-BEDROOM APARTMENTS. THESE INCLUDE THE "OLMSTED PLACE" MEMORY-IMPAIRMENT PROGRAM, WHICH HAS 40 APARTMENTS. IN 2019, 15% OF THE UNITS OF THE ASSISTED LIVING ARE DEVOTED TO OCCUPANTS WITH BELOW MARKET INCOME. 6577741 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 71 0 1 163 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X NAZIMA M DRUMM CO SR LIVING RESIDENCES 6173151136 45 BRAINTREE HILL OFFICE PARK STE BRAINTREE MA 02184 ALEXANDRA SCHWEITZER CHAIR/TRUSTEE 5.00 X X 0 0 0 NOREEN GUANCI VICE CHAIR/TRUSTEE 5.00 X X 0 0 0 DEANNE DUPONT TREASURER/TRUSTEE 5.00 X X 0 0 0 WILLIAM VAN DORN ASSISTANT TREASURER/TRUSTEE 5.00 X X 0 0 0 MEGAN J PALAME CLERK/TRUSTEE 5.00 X X 0 0 0 JANICE MASI ASSISTANT CLERK 5.00 X X 0 0 0 ALENE FRANKLIN TRUSTEE (UNTIL 4/19) 2.00 X 0 0 0 RACHEL CARAVIELLO TRUSTEE 2.00 X 0 0 0 JULIA D COX TRUSTEE 2.00 X 0 0 0 ELIZABETH MOLODOVSKY TRUSTEE 2.00 X 0 0 0 LAURIE S PASCAL TRUSTEE 2.00 X 0 0 0 REV MARK CAGGIANO TRUSTEE 2.00 X 0 0 0 CURT TOBEY TRUSTEE 2.00 X 0 0 0 IVOR CARY ARMISTEAD III TRUSTEE 2.00 X 0 0 0 CANDACE L CRAMER PRESIDENT AND CEO 40.00 X X 181731 0 1899 LANCE CHAPMAN ADMISSIONS DIRECTOR 40.00 X 135217 0 8284 316948 0 10183 2 0 1 0 SENIOR LIVING RESIDENCES LLC 45 BRAINTREE HILL OFFICE PARK SUIT BRAINTREE MA 02184 MGMT. SERVICES 757813 BROWN ADVISORY SERVICES 100 HIGH STREET27TH FLOOR BOSTON MA 02110 INVESTMENT SERVICES 192628 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02048 AUDIT AND TAX SERVICE 112245 3 93155 93155 NET RESIDENT SERVICE REVENUE 623000 8711091 8711091 8711091 847614 2232 845382 674708 0 674708 674708 674708 OTHER REVENUE 623000 353727 353727 353727 10680295 9064818 2232 1520090 124849 124849 22912 22912 4368703 3384565 961800 22338 71852 71852 365596 301412 62660 1524 335794 280909 53182 1703 502571 502571 53952 53952 63000 63000 217572 217572 172352 172352 221104 221104 812813 794201 18612 12458 12458 632456 617973 14483 157685 120072 37613 FOOD 414242 414242 RESIDENT ACTIVITIES 231265 230845 420 SUPPLIES 213909 213909 87224 87224 9082309 6577741 2479003 25565 3476105 4040227 105895 106789 165334 161814 16121726 7723086 8821087 8398640 36091628 43283292 575638 456419 843146 969755 50078833 57416936 866560 709214 849592 852752 1716152 1561966 X 35103934 40452598 13258747 15402372 48362681 55854970 50078833 57416936 X 1597986 5767694 126609 X 0 1 X 1 0 X 147646 94850 101658 152457 93155 589766 8786543 8628381 8849094 8740175 9064818 44069011 8934189 8723231 8950752 8892632 9157973 44658777 37400 17400 37700 34600 25695 152795 9242 9242 46642 17400 37700 34600 25695 162037 44496740 356153 380679 449952 728157 847614 2762555 41219 2996 6374 2232 52821 397372 383675 449952 734531 849846 2815376 9331561 9106906 9400704 9627163 10007819 47474153 0.93730 0.94070 0.05930 0.05230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11980245 2287907 247459 14020693 12847221 -586082 280894 11980245 11963650 1070901 187330 12847221 11577853 606978 221181 11963650 12634747 -511050 545844 11577853 0.00000 0.24420 0.75580 0 0 2250000 2250000 8762297 5055914 3706383 755419 481801 273618 4354010 2185371 2168639 8398640 X 16357026 5767694 126609 5894303 10462723 217572 217572 10680295 8864737 0 8864737 217572 217572 9082309 PART V, LINE 4: THE TEMPORARILY AND PERMANENTLY RESTRICTED ENDOWMENTS ARE BROKEN INTO 2 CATEGORIES: (1) SPECIFIC USE AND (2) GENERAL USE. THESE HAVE BEEN CATEGORIZED BASED ON THE INSTRUCTIONS/INTENTION OF THE ORIGINAL DONOR. THE SPECIFIC USE FUNDS ARE HELD AND USED ONLY FOR THE SPECIFIC USE AS DEFINED BY THE ORIGINAL DONOR. THE GENERAL USE FUNDS ARE USED TO SUPPORT OPERATIONS. HOWEVER, THEIR USE NEEDS TO BE VOTED ON BY THE BOARD OF TRUSTEES. THE QUASI ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS THAT HAVE BEEN "TEMPORARILY" RESTRICTED BY THE BOARD OF TRUSTEES. THE BOARD VOTES ON THE USE OF THESE FUNDS, WHICH HAVE TYPICALLY BEEN TO HELP OUR RESIDENTS, LIKE FINANCIAL ASSISTANCE OR MUSIC THERAPY PROGRAMS, TO SUPPORT STAFF TRAINING, OR TO CREATE INNOVATIVE COMMUNITY-BASED PROGRAMS THAT ENRICH THE LIVES OF SENIORS IN GREATER BOSTON. PART X, LINE 2: THE HOME ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE HOME HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION OF WHICH ACTIVITIES ARE RELATED VERSUS UNRELATED WHICH DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE HOME IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE HOME'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 126,609. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTING 255046 0 0 0 0 0 0 255046 0 255046 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 FRIENDSHIPWORKS 105 CHAUNCY STREET SUITE 801 BOSTON MA 02111 043140541 501(C)(3) 84849 0 N/A TO IMPLEMENT AN INNOVATIVE PROGRAM THAT BRINGS MUSIC TO ISOLATED ELDERS IN THE BOSTON COMMUNITY CITY OF BOSTON 1 CITY HALL SQUARE ROOM 271 BOSTON MA 02001 GOVERNMENT 40000 0 N/A TO IMPLEMENT AN INNOVATIVE CREATIVE AGING PROGRAM THAT BRINGS ARTS LEARNING OPPORTUNITIES TO ISOLATED ELDERS IN GREATER BOSTON. 2 0 OUTSIDE AID FUND 8 22912 0 PART I, LINE 2: ALL CONTRIBUTIONS/GRANTS (REQUESTS AND RECEIPT OF CASH AS WELL AS USE OF FUNDS) FLOW THROUGH THE COMMUNITY PARTNERSHIP OFFICE AT GODDARD HOUSE IN BROOKLINE. THE COMMUNITY PARTNERSHIP OFFICE IS RESPONSIBLE FOR OBTAINING VENDORS THAT ADHERE TO THE GRANT GUIDELINES. ALL INVOICES THAT PERTAIN TO THE GRANTS ARE SUBMITTED TO THE COMMUNITY PARTNERSHIP OFFICE FOR REIMBURSEMENT FROM THE GRANTS. THE INVOICES (ALONG WITH ALL OTHER APPROPRIATE PAPER WORK) ARE APPROVED AND CODED TO THE APPROPRIATE GRANT AND FORWARDED TO THE MANAGEMENT COMPANY FOR PAYMENT. THE INVOICES ARE REVIEWED BY THE MANAGEMENT COMPANY FOR PROPER RECORDING IN THE GENERAL LEDGER. ON A MONTHLY BASIS, THE COMMUNITY PARTNERSHIP OFFICE CIRCULATES A REPORT THAT TRACKS THE VARIOUS GRANT ACTIVITY FOR THE MONTH. THIS ACTIVITY IS REVIEWED AND VERIFIED BY THE MANAGEMENT COMPANY. X 0 0 0 0 0 0 0 0 0 CANDACE L CRAMER PRESIDENT AND CEO 181731 0 0 0 0 0 0 0 1899 0 183630 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FACILITIES, INCLUDING DAY TO DAY ACTIVITIES, WERE MANAGED BY SENIOR LIVING RESIDENCES (SLR). SLR COMMUNICATED INFORMATION DIRECTLY TO THE PRESIDENT AND CEO AND BOARD OF TRUSTEES AT LEAST MONTHLY DURING BOARD MEETINGS, OR MORE FREQUENTLY IF NEEDED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS, EFFECTIVE NOVEMBER 13, 2019. CHANGES WERE MADE TO THE QUALIFICATIONS AND DUTIES OF BOARD MEMBERS AND THE NUMBER, QUALIFICATION AND DUTIES OF THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE PRESIDENT AND CEO AND TREASURER FOR REVIEW AND APPROVAL. A COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN ADDITION, EACH INDIVIDUAL HAS THE RESPONSIBILITY TO PROVIDE ANY CHANGES SHOULD A CONFLICT ARISE DURING THE YEAR. THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. WHEN APPLICABLE, THE FINANCE AND AUDIT COMMITTEE DETERMINES WHETHER AN ACTUAL CONFLICT EXISTS. IF AN ACTUAL CONFLICT IS FOUND TO EXIST, THE AFFECTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN DELIBERATION OR DECISIONS WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GODDARD HOUSE GRANTS ALL REASONABLE REQUESTS FOR THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 126,609. FORM 990 HEADING, ENTITY SECTION, ITEM C NAME OF ORGANIZATION - DOING BUSINESS AS GODDARD HOUSE