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 454741875 COLONY CARE SENIOR LIVING INC COLO 4134551122 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 4134551122 2019-11-12 1 CONNIE M LIRA P00481097 6179848100 2019-11-12 67.137.57.251 2019-11-12 12:57:53 ES P 9EB2786B3EC6AF35018D7997716D9ABE495A2698 0FD4EF385CD5022A6BCA3F6D48F1B56E012374BF 2018 2020-01-14 16:20:31Z ALAN POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 2630353 0 X WWW.COLONYCAREATHOME.COM X 2015 MA PROVIDE SENIOR CARE, HOME COMPANIONS & FAMILY RESPITE CARE. 12 11 231 11 0 0 990 0 1799103 2629820 84 83 250 450 1800427 2630353 0 0 0 0 1185416 1798757 0 0 0 236412 251480 1421828 2050237 378599 580116 529262 823542 564449 328088 -35187 495454 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 1821012 0 2629820 HOME CARE SERVICES - PROVIDES SENIOR CARE, HOME COMPANIONS AND FAMILY RESPITE CARE BOTH IN-FACILITY AND AT-HOME. THE ORGANIZATION PROVIDED MORE THAN 100,000 HOURS OF SERVICES TO CLIENTS IN 2018. 1821012 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 4 0 231 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 10.00 40.00 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 JEFF SATTLER TREASURER 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 SUSAN MCCOY ESQ 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 MARY BETH DOWD TRUSTEE 1.00 3.00 X 0 0 0 KATHI DONAHUE 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 0 196567 13007 0 0 1 0 0 PATIENT SERVICE REVENUE 624100 2629820 2629820 2629820 83 83 MISCELLANEOUS INCOME 900099 450 450 450 2630353 2629820 0 533 1547983 1485485 62498 3496 1389 2107 69995 65385 4610 177283 173280 4003 74160 74160 2242 2242 7074 7074 45057 41925 3132 25557 11677 13880 16825 13305 3520 17370 17370 19116 16468 2648 1563 168 1395 14749 5338 9411 2921 2921 14281 67 14214 RESIDENT SERVICES 6575 6525 50 DUES/SUBSCRIPTIONS 2769 2769 LICENSES/TAXES/PERMITS 732 732 BAD DEBT EXPENSE 69 69 420 420 2050237 1821012 229225 0 277136 150918 567 234382 452678 3369 7397 43001 10242 14375 32759 179101 122 529262 823542 68608 93052 104328 153793 391513 81243 564449 328088 X -35187 495454 -35187 495454 529262 823542 X 580116 -49475 X 0 1 X 1 0 X 2440 990 3430 568819 1161475 1799103 2629820 6159217 568819 1163915 1800093 2629820 6162647 0 0 0 6162647 84 83 167 84 83 167 250 450 700 568819 1163915 1800427 2630353 6163514 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 250. 2018 AMOUNT: $ 450. 32880 2001 30879 10121 8241 1880 32759 DEMAND NOTES PAYABLE 80295 DUE TO AFFILIATE 948 81243 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 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. 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, $74,160 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 -49,475. 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 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0