2020-11-13T14:51:19-06:00 2019-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2019-01-01 203088564 SEASHORE POINT - DEACONESS INC SEAS 9783695151 80 DEACONESS ROAD CONCORD MA 01742 JAMES MCGOWAN CFO 9783695151 2020-11-13 1 KERRI N BOGDA CPA P00760402 7177404863 73.101.37.214 2020-11-13 09:10:01 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F58787FA80410BAE38B710EAF9FCC5760AD3BCDF 2019 2021-01-29 14:40:06Z CHRISTOPHER SINTROS 80 DEACONESS ROAD CONCORD MA 01742 6932785 0 X WWW.NEDEACONESS.ORG X 2006 MA MANAGEMENT AND OPERATION OF SKILLED NURSING AND OTHER SENIOR LIVING ACCOMMODATIONS AND SERVICES. X 12 9 121 35 0 0 19476 1673 5338355 4970126 1212410 -8672538 124104 125417 6694345 -3575322 0 0 0 0 4022174 3773822 0 0 0 3305872 2983058 7328046 6756880 -633701 -10332202 13985100 433907 23768273 349521 -9783173 84386 DEACONESS WILL EFFECTIVELY USE OUR HUMAN AND FINANCIAL RESOURCES AND WILL SEARCH FOR NEW OPPORTUNITIES TO PROVIDE HIGH QUALITY AND HIGHLY-VALUED CARE THAT EXCEEDS THE EXPECTATIONS OF THOSE WE SERVE. 0 0 4282437 0 4970126 THE RESIDENCES AT SEASHORE POINT IS A CONCIERGE CONDOMINIUM COMMUNITY OFFERING A MAINTENANCE-FREE LIFESTYLE FOR THOSE AGED 55 AND OVER. THE ON-SITE WELLNESS CENTER OFFERS THE OPPORTUNITY TO RECEIVE IN OR OUT-PATIENT REHABILITATION, AS WELL AS LONG-TERM CARE SERVICES, SHOULD THEY EVER BE NEEDED. RESIDENTS ENJOY A FULL-SERVICE LIFESTYLE WITH A VARIETY OF AMENITIES AND PROGRAMS THAT PROMOTE A HIGH QUALITY LIFESTYLE FOR AGING SUCCESSFULLY IN A RESIDENTIAL SETTING. ON OCTOBER 31, 2019, SEASHORE POINT SOLD THE PROPERTY AND EQUIPMENT OF SEASHORE POINT TO AN UNRELATED THIRD PARTY. 4282437 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 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 1 0 1 0 0 0 1 27 0 121 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X JAMES MCGOWAN CFO 9784028237 80 DEACONESS ROAD CONCORD MA 01742 CHRISTOPHER SINTROS PRESIDENT & CEO 7.00 33.00 X X 0 293709 23881 JAMES MCGOWAN CFO & TREASURER 7.00 33.00 X X 0 190980 23087 DENISE DUNLAP EXECUTIVE DIRECTOR 40.00 X X 183473 0 6121 REV TERRY PANNELL CHAIR, DIRECTOR 1.00 X X 0 0 0 MICHELE COUTURE CHAIR (RES. JAN. '19) 1.00 X X 0 0 0 CYNTHIA GAST DIRECTOR 1.00 X 0 0 0 GEORGE HALLER DIRECTOR 1.00 X 0 0 0 REV MATTHEW WISSELL DIRECTOR 1.00 1.50 X 0 0 0 BURTON WOLFMAN DIRECTOR 1.00 X 0 0 0 MARCIA BRADLEY DIRECTOR 1.00 X 0 0 0 PATRICIA NADLE DIRECTOR 1.00 X 0 0 0 ELAINE ANDERSON DIRECTOR 1.00 X 0 0 0 MARIANNE CLEMENT DIRECTOR 1.00 X 0 0 0 183473 484689 53089 1 0 1 0 NIXON PEABODY EXCHANGE PLACE 53 STATE STREET BOSTON MA 02109 LEGAL SERVICES 265564 1 1673 1673 PATIENT SERVICE REVENUE 624100 4415244 4415244 MANAGEMENT FEES 900099 512676 512676 ENTRANCE FEES 900099 42206 42206 4970126 8 8 16544 561 15983 15983 15983 1835000 10507546 -8672546 -8672546 -8672546 PARKING LICENSE FEE 900099 60795 60795 MEALS 900099 27383 27383 MAINTENANCE REVENUE 900099 18708 18708 2548 2548 109434 -3575322 4970126 0 -8547121 189594 189594 2960462 2568599 391863 34997 29255 5742 251706 206319 45387 337063 276914 60149 43894 43894 27877 27877 472 472 538271 425468 112803 24956 24956 172210 107640 64570 649612 649612 10729 5347 5382 243910 243910 28951 28951 BAD DEBT EXPENSE 630083 630083 FOOD 231750 231750 ADMIN. ALLOCATIONS 180000 180000 MEDICAL SUPPLIES 154452 154452 45891 32783 13108 6756880 4282437 2474443 0 957882 24624 8895 868 992457 347275 15770 0 25109 0 0 0 11626733 0 59864 14811 42706 46329 255684 0 13985100 433907 585046 2246 143778 0 6538 0 23032911 347275 23768273 349521 X -9883016 -5543 99843 89929 -9783173 84386 13985100 433907 X -10332202 3623 20196138 X 0 1 X 1 0 X 36537 26168 32954 19476 1673 116808 5607771 5044187 5426287 5338355 4970126 26386726 5644308 5070355 5459241 5357831 4971799 26503534 6850 4961 11811 0 6850 4961 11811 26491723 51841 53177 81072 31346 16552 233988 51841 53177 81072 31346 16552 233988 144453 81186 124164 93469 109434 552706 5840602 5204718 5664477 5482646 5097785 27290228 0.97070 0.97150 0.00860 0.00960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2015 AMOUNT: $ 30,493. 2016 AMOUNT: $ 1,045. 2017 AMOUNT: $ 17,380. 2018 AMOUNT: $ 5,536. 2019 AMOUNT: $ 2,248. APPLICATION FEES - FITNESS REVENUE - 2015 AMOUNT: $ 370. 2016 AMOUNT: $ 310. 2017 AMOUNT: $ 360. 2018 AMOUNT: $ 360. 2019 AMOUNT: $ 300. MAINTENANCE REVENUE - 2015 AMOUNT: $ 15,742. 2016 AMOUNT: $ 18,540. 2017 AMOUNT: $ 24,264. 2018 AMOUNT: $ 22,554. 2019 AMOUNT: $ 18,708. MEALS - 2015 AMOUNT: $ 23,075. 2016 AMOUNT: $ 30,713. 2017 AMOUNT: $ 27,016. 2018 AMOUNT: $ 25,854. 2019 AMOUNT: $ 27,383. TELEPHONE CABLE AND INTERNET - 2016 AMOUNT: $ 5,203. 2017 AMOUNT: $ 4,150. 2018 AMOUNT: $ 32. PRIVATE FUNCTIONS - PARKING LICENSE FEE - 2016 AMOUNT: $ 25,375. 2017 AMOUNT: $ 29,994. 2018 AMOUNT: $ 39,133. 2019 AMOUNT: $ 60,795. BAD DEBTS RECOVERY - 2015 AMOUNT: $ 74,773. COMMUNITY FEES - 2017 AMOUNT: $ 21,000. 0 0 0 0 0 0 0 0 1 472 472 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF LEADINGAGE OF MASSACHUSETTS, AN ASSOCIATION WHOSE MISSION IS TO ADVOCATE FOR SENIORS. A PORTION OF THE DUES PAID IS ALLOCABLE TO LOBBYING EXPENSES. 0 0 0 COMMON TRUST FUNDS 46329 F 46329 DUE TO AFFILIATE - NEW ENGLAND DEACONESS 347275 347275 16605500 3623 20176638 20180261 -3574761 -561 -561 -3575322 6737941 561 561 6737380 19500 19500 6756880 PART IV, LINE 2B: THE ORGANIZATION WOULD HOLD DEPOSITS FOR PROSPECTIVE RESIDENTS. WITH THE SALE OF THE PROPERTY, DEPOSITS ARE NO LONGER BEING COLLECTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME RECLASSED TO EXPENSES -19,500. EQUITY TRANSFER 20,196,138. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -561. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 561. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME RECLASSED TO EXPENSES 19,500. 0 0 0 0 0 0 0 1 0 CHRISTOPHER SINTROS PRESIDENT & CEO 0 273709 0 20000 0 0 0 6737 0 17144 0 317590 0 0 JAMES MCGOWAN CFO & TREASURER 0 180980 0 10000 0 0 0 5943 0 17144 0 214067 0 0 DENISE DUNLAP EXECUTIVE DIRECTOR 173473 0 10000 0 0 0 0 0 6121 0 189594 0 0 0 PART I, LINE 3 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A RELATED ORGANIZATION. METHODS USED TO DETERMINE COMPENSATION ARE THE USE OF A COMPENSATION COMMITTEE, COMPENSATION STUDIES OR SURVEYS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 7 THE COMPENSATION COMMITTEE DECIDES ON BONUSES FOR TOP MANAGEMENT ANNUALLY BASED ON GOALS ESTABLISHED AT THE OUTSET OF EACH YEAR SUCH AS FINANCIAL AND OCCUPANCY STANDARDS. IF TOP MANAGEMENT REACHES THE GOALS SET FOR THEM, THEY ARE GRANTED A BONUS. PROPERTY AND EQUIPMENT 2019-10-31 15975774 APPRAISAL 203088564 POINTE GROUP CARE LLC 320 NORWOOD PARK S NORWOOD MA 02062 LIMITED LIABILITY COMPANY 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE NEW ENGLAND DEACONESS ASSOCIATION - ABUNDANT LIFE COMMUNITIES, INC., PER THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION, THE NEW ENGLAND DEACONESS ASSOCIATION - ABUNDANT LIFE COMMUNITIES, INC., HAS THE POWER TO ELECT THE DIRECTORS OF THE CORPORATION PER THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION, THE NEW ENGLAND DEACONESS ASSOCIATION - ABUNDANT LIFE COMMUNITIES, INC., HAS THE POWER TO MAKE VARIOUS GOVERNANCE DECISIONS PER THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO AND CHAIRPERSON OF THE BOARD INITIALLY REVIEW THE FORM 990. ALL COMMENTS ARE ADDRESSED AND A FINAL COPY OF THE FORM 990 IS THEN DISTRIBUTED TO EVERY MEMBER OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THE PRESIDENT AND SECRETARY OF THE BOARD MONITOR THE POLICY. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. BOARD MEMBERS AND OTHER INTERESTED PERSONS SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT. SUCH PERSON WILL NOT PARTICIPATE IN OR BE PRESENT TO HEAR DISCUSSIONS ON THE CONFLICT EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS. THE PERSON WILL NOT VOTE ON ANY QUESTIONS REGARDING A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER 20,196,138. NEW ENGLAND DEACONESS ASSOCIATION 80 DEACONESS ROAD CONCORD MA 01742 042104763 SKILLED NURSING/CCRC MA 501(C)(3) LINE 10 DEACONESS ABUNDANT LIFE COMMUNITIES INC 0 NEDA MALDEN SENIOR LIVING INC 80 DEACONESS ROAD CONCORD MA 01742 204553639 RETIREMENT COMMUNITY MA 501(C)(3) LINE 10 DEACONESS ABUNDANT LIFE COMMUNITIES INC 0 DEACONESS ABUNDANT LIFE COMMUNITIES INC 80 DEACONESS ROAD CONCORD MA 01742 260300617 ADMINISTRATIVE SUPPORT TO NEDA AND AFFILIATES MA 501(C)(3) LINE 12B, II N/A 0 THE LELAND HOME 21 NEWTON STREET WALTHAM MA 02453 042104385 RETIREMENT COMMUNITY MA 501(C)(3) LINE 10 DEACONESS ABUNDANT LIFE COMMUNITIES INC 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1