2019-11-13T16:09:11-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2018-01-01 471890506 MASON WRIGHT SENIOR LIVING INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 4137331517 2019-11-12 CONNIE M LIRA P00481097 6179848100 2019-11-11 67.137.57.251 2019-11-12 13:04:35 ES P 9EB2786B3EC6AF35018D7997716D9ABE495A2698 0FD4EF385CD5022A6BCA3F6D48F1B56E012374BF 2018 2020-03-31 21:24:44Z ALAN POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 3490780 0 X WWW.MASONWRIGHT.ORG X 2014 MA PROVIDE HOUSING & DAILY LIVING SERVICES TO SUPPORT THE DIGNITY & INDEPENDENCE OF SENIORS 12 11 103 11 0 0 0 0 3317825 3490451 0 -13739 23454 0 3341279 3476712 0 0 0 0 1593667 1635704 0 0 0 2016011 2277741 3609678 3913445 -268399 -436733 6228609 7197953 3004630 4267200 3223979 2930753 TO PROVIDE HOUSING AND SERVICES TO SENIORS; AND TO CARRY ON ANY OTHER ACTIVITY INCIDENTAL TO AND IN SUPPORT OF AND TO BENEFIT SAID INDIVIDUALS. THE ENTITY PROVIDES HIGH QUALITY LIVING ASSISTANCE PROGRAMS, MEALS, HOUSEKEEPING AND OTHER SERVICES. 0 0 2793809 0 3187469 ASSISTED LIVING - OUR ASSISTED LIVING RESIDENCE CONSISTS OF ONE-BEDROOM AND STUDIO APARTMENTS, ALL WITH PRIVATE BATHS. RESIDENTS CAN ENJOY LIFE IN THE PRIVACY OF THEIR ROOMS, NEWLY RENOVATED COMMON AREAS, IN OUR COMFORTABLE, FIRE-PLACED LIVING AND DINING ROOMS, OR IN OUR NEWLY BUILT FOUR-SEASONS ROOM. SERVICES INCLUDE PROFESSIONALLY-PREPARED MEALS, HOUSEKEEPING, AND LAUNDRY SERVICES, SOCIAL ACTIVITIES, PERSONAL CARE ASSISTANCE, A FULL-TIME NURSE, AND MEDICAL MANAGEMENT. 254755 0 302982 INDEPENDENT LIVING - SENIORS WHO ARE ABLE TO LIVE INDEPENDENTLY ENJOY THE COMFORT, SECURITY, AND SERVICES OF OUR SPACIOUS INDEPENDENT LIVING APARTMENTS. SERVICES INCLUDE UTILITIES, CARPETED LIVING AND TILED BATH/KITCHEN AREAS, A FULL KITCHEN, WASHER AND DRYER, OUTDOOR PATIO, UNDERGROUND PARKING, AND ACCESS TO THE ASSISTED LIVING'S NEWLY RENOVATED COMMON AREAS AND NEWLY BUILT FOUR-SEASONS ROOM. 3048564 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 16 0 103 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X ALAN POPP MS 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 25.00 25.00 X X 0 196567 13007 JOHN MORSE CHAIR 1.00 3.00 X X 0 0 0 PAUL MARCHESE VICE CHAIR 1.00 3.00 X X 0 0 0 ALLISON EBNER SECRETARY 1.00 3.00 X X 0 0 0 BETH DESOUSA CPA TREASURER (UNTIL MAY 2018) 1.00 3.00 X X 0 0 0 JEFF SATTLER TREASURER 1.00 3.00 X X 0 0 0 MARY BETH DOWD TRUSTEE 1.00 3.00 X 0 0 0 SR EILEEN SULLIVAN TRUSTEE 1.00 3.00 X 0 0 0 SABRINA WOODGETT TRUSTEE 1.00 3.00 X 0 0 0 MARK CRESS TRUSTEE 1.00 3.00 X 0 0 0 PAT GRENIER TRUSTEE 1.00 3.00 X 0 0 0 KATHI DONAHUE TRUSTEE 1.00 3.00 X 0 0 0 SUSAN MCCOY ESQ TRUSTEE 1.00 3.00 X 0 0 0 0 196567 13007 0 0 1 0 GLENDALE SENIOR DINING 749 E INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 DINING SERVICES 579017 MASON WRIGHT FOUNDATION INC 74 WALNUT STREET SPRINGFIELD MA 01105 MANAGEMENT SERVICES 239891 LAPLANTE CONSTRUCTION 61R NORTH MAIN ST SUITE 1 EAST LONGMEADOW MA 01028 CONSTRUCTION SERVICES 131268 3 RESIDENT SERVICE REVENUE 623000 3453002 3453002 ANCILLARY INCOME 623000 22111 22111 REFUNDS AND ADJUSTMENTS 623000 15338 15338 3490451 9 9 320 14068 -13748 -13748 -13748 3476712 3490451 0 -13739 1282282 1132743 149539 13654 10642 3012 180723 166045 14678 159045 144317 14728 239891 239891 9338 9338 14593 7592 7001 56759 4880 51879 1405 1405 570178 412772 157406 3203 633 2570 84561 78530 6031 554737 510635 44102 110914 15015 95899 ADMIN/RESIDENT SERVICES 614157 564760 49397 BAD DEBT EXPENSE 18005 18005 3913445 3048564 864881 0 372824 284473 25675 47012 260762 192902 26941 37526 15855223 9384145 5478006 6471078 64401 164962 6228609 7197953 447980 533474 1946612 3238883 576266 444444 33772 50399 3004630 4267200 X 3223979 2930753 3223979 2930753 6228609 7197953 X -436733 143507 X 0 1 X 1 0 X 2447 2447 190 879715 3341279 3490451 7711635 190 882162 3341279 3490451 7714082 0 0 0 7714082 9 9 9 9 190 882162 3341279 3490460 7714091 X 425680 425680 14231538 8657958 5573580 667775 435144 232631 530230 291043 239187 6471078 TENANT SECURITY DEPOSITS 50399 50399 X PART X, LINE 2: MASON WRIGHT 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 179467 0 17100 0 0 0 0 0 13007 0 209574 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. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2017-02-13 3500000 REFINANCE, CONSTR. & RENOV. 0 0 0 A 180420 3500000 51711 21782 17500 1501677 1907330 2018 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 CYNTHIA D POPP SPOUSE OF OFFICER 10290 CONSULTING SERVICES 0 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 2018, $239,891 WAS PAID FOR MANAGEMENT SERVICES. 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 143,507. 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 COLONY CARE SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 454741875 HOME CARE 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 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1