2019-11-13T09:53:01-06:00 2018-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-01-01 042104314 HOME FOR AGED WOMEN INC HOME 6177318500 165 CHESTNUT STREET BROOKLINE MA 02445 DEANNE DUPONT TREASURER 6177318500 2019-11-13 1 CRAIG KLEIN P00734640 6177610600 207.172.72.163 2019-11-13 09:12:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 60FF9891D1F5F02B6CE76569FE37055EDA903CEE 2018 2020-03-31 21:24:44Z SEE SCHEDULE O ALEXANDRA SCHWEITZER 165 CHESTNUT STREET BROOKLINE MA 02445 10743339 0 X WWW.GODDARDHOUSE.ORG X 1849 MA THE ORGANIZATION OWNS AND OPERATES AN ASSISTED LIVING FACILITY. 13 13 156 16 6374 23961 101658 152457 8376880 8499244 6575694 1850707 472214 240931 15526446 10743339 192762 190952 0 0 4298868 4508650 0 0 41416 3516537 3769963 8008167 8469565 7518279 2273774 50906232 50078833 1258919 1716152 49647313 48362681 X HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE ("GODDARD HOUSE") IS A TAX-EXEMPT, NON-PROFIT ORGANIZATION THAT OFFERS ELDERS AND THEIR FAMILIES A RANGE OF SERVICES INCLUDING AN ASSISTED LIVING FACILITY WITH THE KINDNESS AND COMPASSION THAT INSPIRED ITS FOUNDING OVER A CENTURY AGO. 0 0 6365252 190952 8740175 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 2018, 15% OF THE UNITS OF THE ASSISTED LIVING ARE DEVOTED TO OCCUPANTS WITH BELOW MARKET INCOME. 6365252 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 1 156 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 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 5 BRAINTREE HILL OFFICE PARK STE BRAINTREE MA 02184 ALEXANDRA SCHWEITZER PRESIDENT/TRUSTEE 5.00 X X 0 0 0 NOREEN GUANCI VICE PRESIDENT/TRUSTEE 5.00 X X 0 0 0 DEANNE DUPONT TREASURER/TRUSTEE 5.00 X X 0 0 0 MEGAN J PALAME CLERK/TRUSTEE 5.00 X X 0 0 0 ALENE FRANKLIN TRUSTEE 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 IVORY CARY ARMISTEAD III TRUSTEE 2.00 X 0 0 0 REV MARK CAGGIANO TRUSTEE 2.00 X 0 0 0 JANICE MASI TRUSTEE 2.00 X 0 0 0 LUCY BOYLE TRUSTEE (UNTIL 6/2018) 2.00 X 0 0 0 WILL VAN DORN TRUSTEE 2.00 X 0 0 0 LANCE CHAPMAN ADMISSIONS DIRECTOR 40.00 X 124938 0 3861 124938 0 3861 1 0 0 0 SENIOR LIVING RESIDENCES LLC 45 BRAINTREE HILL OFFICE PARK SUIT BRAINTREE MA 02184 MGMT. SERVICES 708926 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02048 AUDIT AND TAX SERVICE 199025 2 152457 152457 NET RESIDENT SERVICE REVENUE 623000 8499244 8499244 8499244 734531 6374 728157 1116176 0 1116176 1116176 1116176 OTHER REVENUE 623000 240931 240931 240931 10743339 8740175 6374 1844333 168302 168302 22650 22650 3823647 3164484 625673 33490 16968 16968 278553 237526 38697 2330 389482 330373 56263 2846 478222 478222 14785 14785 133049 133049 202716 202716 156821 156821 195280 195280 820143 801376 18767 5410 5410 603916 590097 13819 149817 113889 35928 FOOD 413410 413410 RESIDENT ACTIVITIES 348821 342021 6800 SUPPLIES 161055 161055 86518 3101 80667 2750 8469565 6365252 2062897 41416 2793862 3476105 68275 105895 2682507 165334 15911715 7090628 8457206 8821087 34805098 36091628 1163515 575638 935769 843146 50906232 50078833 516310 866560 742609 849592 1258919 1716152 X 35420556 35103934 9877625 9002238 4349132 4256509 49647313 48362681 50906232 50078833 X 2273774 -3465783 -92623 X 0 1 X 1 0 X 123260 147646 94850 101658 152457 619871 7753266 8786543 8628381 8849094 8740175 42757459 7876526 8934189 8723231 8950752 8892632 43377330 39000 37400 17400 37700 34600 166100 147334 9242 156576 186334 46642 17400 37700 34600 322676 43054654 384795 356153 380679 449952 728157 2299736 42302 41219 2996 0 6374 92891 427097 397372 383675 449952 734531 2392627 8303623 9331561 9106906 9400704 9627163 45769957 0.94070 0.94100 0.05230 0.04750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12847221 -586082 280894 11980245 11963650 1070901 187330 12847221 11577853 606978 221181 11963650 12634747 -511050 545844 11577853 12962698 127614 455565 12634747 0.00000 0.28580 0.71420 0 0 2250000 2250000 8762297 4836857 3925440 752546 397808 354738 4146872 1855963 2290909 8821087 X 6982217 -3465783 -92623 -3558406 10540623 202716 202716 10743339 8266849 0 8266849 202716 202716 8469565 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE HOME HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION OF WHICH ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE HOME HAS DETERMINED THAT SUCH TAX POSITIONS DO 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 AFTER THE DATE OF FILING, INCLUDING EXTENSIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -92,623. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTING 297101 0 0 0 0 0 0 297101 0 297101 1 0 1 1 1 0 1 FRIENDSHIPWORKS 105 CHAUNCY STREET SUITE 801 BOSTON MA 02111 043140541 501(C)(3) 83302 0 N/A TO IMPLEMENT AN INNOVATIVE PROGRAM THAT BRINGS MUSIC TO ISOLATED ELDERS IN THE BOSTON COMMUNITY UNIVERSITY OF MASSACHUSETTS - BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 GOVERMENT 85000 0 N/A TO ESTABLISH A (DOANE) SCHOLARSHIP PROGRAM AT UMASS BOSTON FOR STUDENTS OF THE COLLEGE OF NURSING AND HEALTH SCIENCES 2 0 OUTSIDE AID FUND 7 22650 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. 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 BOARD OF MANAGERS AT LEAST MONTHLY DURING BOARD MEETINGS, OR MORE FREQUENTLY IF NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE PRESIDENT 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 TREASURER. WHEN APPLICABLE, THE TREASURER 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 -92,623. FORM 990 HEADING, ENTITY SECTION, ITEM C NAME OF ORGANIZATION - DOING BUSINESS AS GODDARD HOUSE