2025-11-14T13:47:05-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 042104144 DEUTSCHES ALTENHEIM INC DEUT 6173251230 2222 CENTRE STREET WEST ROXBURY MA 02132 JENNIFER SANTERRE CFO OF LEGACY LIFECARE 6173251230 2025-11-12 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z GERMAN CENTRE FOR EXTENDED CARE EDELWEISS VILLAGE ASSISTED LIVING AND SENIOR PLACE ADULT DAY HEALTH CENTER GENEVIEVE MACLELLAN 2222 CENTRE STREET WEST ROXBURY MA 02132 26427033 0 X WWW.GERMANCENTRE.ORG X 1932 MA TO PROVIDE THE HIGHEST QUALITY SENIOR HEALTHCARE SERVICES TO INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHILE PRESERVING THE ORGANIZATION'S GERMAN CULTURAL HERITAGE. 18 16 339 17 0 0 1180912 1240916 22311621 24521039 -204799 664369 0 709 23287734 26427033 0 0 0 0 14185631 15076464 0 0 8000 8689005 9985929 22874636 25062393 413098 1364640 26631976 28525018 19234436 19656569 7397540 8868449 X TO PROVIDE THE HIGHEST QUALITY SENIOR HEALTHCARE SERVICES TO INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHILE PRESERVING THE ORGANIZATION'S GERMAN CULTURAL HERITAGE.WE WELCOME INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHO MAY CHOOSE TO BENEFIT FROM OUR ABILITY TO OFFER THE MOST ADVANCED SENIOR HEALTH CARE SERVICES IN A GERMAN CULTURAL ENVIRONMENT.RECOGNIZING THE DIVERSITY OF INDIVIDUAL NEEDS AND CIRCUMSTANCES, WE ARE COMMITTED TO PROVIDE THOSE SERVICES THAT WILL ASSIST EACH INDIVIDUAL TO ACHIEVE AND MAINTAIN HIS/HER MAXIMUM LEVEL OF DIGNITY AND INDEPENDENCE. 0 0 16356463 19887491 DEUTSCHES ALTENHEIM SKILLED NURSING FACILITY: SINCE 1914, DEUTSCHES ALTENHEIM HAS BEEN RECOGNIZED IN THE GREATER BOSTON AREA AS A RESOURCE FOR SENIORS IN NEED. STARTING AS A RETIREMENT COMMUNITY FOCUSING ON SENIOR CARE, DEUTSCHES ALTENHEIM HAS GROWN TO PROVIDE COUNTLESS SENIORS WITH A TREMENDOUS QUALITY OF LIFE AND TODAY ENCOMPASSES REHABILITATION SKILLED SERVICES IN THE CARL J. LUDWIG TRANSITIONAL CARE UNIT (TCU). THE TCU OFFERS SHORT TERM, SKILLED NURSING REHABILITATIVE CARE FOR PATIENTS WHO REQUIRE SERVICES AFTER A HOSPITAL STAY BEFORE RETURNING TO THE COMMUNITY. DEUTSCHES ALTENHEIM ALSO PROVIDES LONG-TERM SKILLED NURSING CARE AND HAS A STATE CERTIFIED ALZHEIMER/MEMORY CARE UNIT. 3794316 4126137 EDELWEISS VILLAGE ASSISTED LIVING: AS ONE OF GREATER BOSTON'S PREMIER SENIOR ASSISTED LIVING COMMUNITIES, EDELWEISS VILLAGE OFFERS RESIDENTS AN ACTIVE AND SECURE LIFESTYLE. OUR ASSISTED LIVING RESIDENCE OFFERS SERVICES TO INDEPENDENT SENIORS NEEDING ASSISTANCE WITH SOME ASPECTS OF DAILY LIFE SUCH AS HELP WITH MEDICATION, PERSONAL CARE OR THE OVERALL MONITORING OF HEALTH, SAFETY AND WELL-BEING. WE PROVIDE SERVICES TO ASSIST SENIORS TO MAINTAIN INDEPENDENCE IN THEIR DAY-TO-DAY ACTIVITIES. 432532 508120 SENIOR PLACE ADULT DAY HEALTHCARE: SENIOR PLACE OFFERS ADULT DAY HEALTH SERVICES TO SENIORS FIVE DAYS A WEEK. WE WORK TO MEET INDIVIDUALS' NEEDS BY HAVING A LICENSED NURSE DESIGN A PERSONALIZED HEALTH TREATMENT PLAN THAT ADDRESSES THE CHALLENGES FACING EACH SENIOR. DAILY PROGRAMS ARE PLANNED TO OPTIMIZE A SENIOR'S CAPABILITIES IN A STRUCTURED AND THERAPEUTIC ENVIRONMENT. 20583311 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 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 1 1 0 0 1 48 0 339 1 0 0 0 0 0 0 0 0 0 0 X 18 16 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 MA X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 ADAM BERMAN TRUSTEE, CEO OF LEGACY LIFECARE MANAGEMENT 1.00 39.00 X X 0 729760 47773 GENEVIEVE MACLELLAN PRESIDENT 10.00 3.00 X X 0 0 0 HANS P BIRLE VICE PRESIDENT 2.00 1.00 X X 0 0 0 ARMIN GRUENEICH TREASURER 2.00 1.00 X X 0 0 0 SANDY VON STACKELBERG SECRETARY/ CLERK 2.00 2.00 X X 0 0 0 HANS TOEGEL ASSISTANT SECRETARY/CLERK 1.00 1.00 X X 0 0 0 DIRK M HENTSCHEL MD TRUSTEE 1.00 2.00 X 0 0 0 ROSWITHA STEHLING TRUSTEE 1.00 3.00 X 0 0 0 BARBARA BRIDGE TRUSTEE 1.00 1.00 X 0 0 0 CAROL SOELDNER TRUSTEE 1.00 3.00 X 0 0 0 HEINZ R BRINKHAUS TRUSTEE 1.00 1.00 X 0 0 0 PHILIPP VON ROSENSTIEL MD TRUSTEE 1.00 2.00 X 0 0 0 JOHN CARBERRY TRUSTEE 1.00 2.00 X 0 0 0 LARS HEISE TRUSTEE 1.00 2.00 X 0 0 0 MARIE SCHWARTZ TRUSTEE 1.00 1.00 X 0 0 0 HEINRICH W BRINKHAUS TRUSTEE 1.00 2.00 X 0 0 0 ERIK DILGER TRUSTEE 1.00 1.00 X 0 0 0 HEIDI BARENTHALER TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH MULLEN COO OF LEGACY LIFECARE MANAGEMENT 1.00 39.00 X 0 297133 24305 JENIFFER SANTERRE CFO OF LEGACY LIFECARE MANAGEMENT 1.00 39.00 X 0 249822 36101 BARRY BERMAN CHIEF PHILANTHROPY OF LEGACY LIFECARE MANAGEMENT 1.00 39.00 X 0 885154 40376 BABACAR DIOP CEO OF DEUTSCHES ALTENHEIM 40.00 X 226636 0 30620 PETUEL GUERRIER LPN 40.00 X 229258 0 25806 DORRETH CHAMBERS RN 40.00 X 165880 0 22075 MARGARET KATAITO LPN 40.00 X 180534 0 21142 VIRGINIA DURU RN 40.00 X 164945 0 16148 ANGELA CADASSE DIRECTOR OF NURSING 40.00 X 150750 0 28107 1118003 2161869 292453 33 0 1 0 CHELSEA JEWISH LIFECARE INC 165 CAPTAINS ROW CHELSEA MA 02150 MANAGEMENT SERVICES 805309 LC ANDERSON HVACR 15 SOLDIERS FIELD PLACE BRIGHTON MA 02315 HVAC SERVICES 211157 RAINTECH SOUND & COMMUNICATIONS INC 250 SHELDON RD MANCHESTER CT 06042 IT/COMMUNICATION SERVICES 149137 ENCORE FIRE PROTECTION 70 BACON ST PAWTUCKET RI 02860 FIRE ALARM SERVICES 129916 SPERLING INTERACTIVE 10 DERBY SQUARE STE S1 SALEM MA 01790 MARKETING/WEB DESIGN 101765 5 894263 213007 133646 1240916 NURSING HOME REVENUE 623000 19887491 19887491 ASSISTED LIVING REVENUE 623000 4126137 4126137 ADULT DAY HEALTH REVENUE 623000 507411 507411 24521039 177341 177341 487028 0 487028 487028 487028 MISCELLANEOUS INCOME 900099 709 709 709 26427033 24521748 0 664369 13170702 12135307 1035395 849493 782711 66782 1056269 973232 83037 1201417 1201417 33062 33062 68855 68855 70196 70196 25806 25806 192127 86076 106051 382482 171358 211124 936868 936868 53453 23948 29505 16393 7344 9049 760770 760770 1279310 1279310 304088 304088 NURSING FACILITY USER F 1023031 1023031 FOOD EXPENSE 805978 805978 PURCHASED SERVICES 673489 301733 371756 MEDICAL SUPPLIES 503434 503434 1655170 792211 854959 8000 25062393 20583311 4471082 8000 1071219 1180242 250004 387507 48000 108780 2138703 2765211 373568 398428 41769883 24915774 16613594 16854109 644350 934782 5482092 5879301 10446 16658 26631976 28525018 1779619 2443282 176307 15592305 14501189 250004 387507 149900 149900 1462608 1998384 19234436 19656569 X 1617072 2713776 5780468 6154673 7397540 8868449 26631976 28525018 X 1364640 -267936 374205 X 0 1 X 1 0 X 1195039 3983377 1459280 1180912 1240916 9059524 17146215 18513262 20057486 22311621 24521039 102549623 18341254 22496639 21516766 23492533 25761955 111609147 628857 105966 714328 1095148 970380 3514679 0 628857 105966 714328 1095148 970380 3514679 108094468 191585 250565 331572 154200 177341 1105263 191585 250565 331572 154200 177341 1105263 709 709 18532839 22747204 21848338 23646733 25940005 112715119 0.95900 0.95150 0.00980 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CABLE FOOD AND MISCELLANEOUS INCOME - 2024 AMOUNT: $ 709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3236 3236 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 1 10095 127849 121836 16108 1 X 5780468 374205 6154673 5195570 584898 5780468 6565365 -1369795 5195570 6014521 550844 6565365 5487616 526905 6014521 0.06370 0.93630 0 1 1 36299 36299 36939484 20881659 16057825 4552570 3911016 641554 241530 123099 118431 16854109 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5879301 F 5879301 DUE TO RELATED PARTIES 1981726 RESIDENT FUNDS 16658 1998384 X 26088901 -267936 -70196 -338132 26427033 0 26427033 24992197 0 24992197 70196 70196 25062393 PART IV, LINE 1B: THE ORGANIZATION IS CUSTODIAN FOR PERSONAL NEEDS ACCOUNTS MAINTAINED FOR RESIDENTS OF THE SKILLED NURSING FACILITY. PART IV, LINE 2B: THE ORGANIZATION HOLDS ASSETS LIMITED AS TO USE WHICH INCLUDE SECURITY DEPOSITS BY INDIVIDUALS FOR OCCUPANCY IN THE ASSISTED LIVING PROGRAM. PART V, LINE 4: THE ORGANIZATION HAS RECEIVED DONOR-RESTRICTED CONTRIBUTIONS, WHICH HAVE BEEN ACCOUNTED FOR AS PERPETUAL NET ASSETS WITH DONOR RESTRICTIONS. THE PRINCIPAL AMOUNT OF THE CONTRIBUTION IS REQUIRED TO BE MAINTAINED WITH INCOME ONLY BEING AVAILABLE FOR GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -70,196. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 70,196. X X X 0 0 0 0 0 0 0 0 0 BARRY BERMAN CHIEF PHILANTHROPY OF LEGACY LIFECAR 0 712918 0 150000 0 22236 0 0 0 40376 0 925530 0 0 ADAM BERMAN TRUSTEE, CEO OF LEGACY LIFECARE MANA 0 513619 0 200000 0 16141 0 0 0 47773 0 777533 0 0 ELIZABETH MULLEN COO OF LEGACY LIFECARE MANAGEMENT 0 297133 0 0 0 0 0 0 0 24305 0 321438 0 0 JENIFFER SANTERRE CFO OF LEGACY LIFECARE MANAGEMENT 0 249822 0 0 0 0 0 0 0 36101 0 285923 0 0 BABACAR DIOP CEO OF DEUTSCHES ALTENHEIM 226636 0 0 0 0 0 0 0 30620 0 257256 0 0 0 PETUEL GUERRIER LPN 229258 0 0 0 0 0 0 0 25806 0 255064 0 0 0 MARGARET KATAITO LPN 180534 0 0 0 0 0 0 0 21142 0 201676 0 0 0 DORRETH CHAMBERS RN 165880 0 0 0 0 0 0 0 22075 0 187955 0 0 0 VIRGINIA DURU RN 164945 0 0 0 0 0 0 0 16148 0 181093 0 0 0 ANGELA CADASSE DIRECTOR OF NURSING 150750 0 0 0 0 0 0 0 28107 0 178857 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-06-21 17768000 REFUNDING OF PRIOR BOND ISSUE AND PAY-OFF OF A THIRD MORTGAGE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2016-12-29 6375000 TO FINANCE RENOVATIONS ON CAMPUS 0 0 0 A 8780628 17768000 169031 17598969 2013 1 0 1 1 B 765790 6375000 116771 6258229 2018 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 1 0 0 0 0 1 B 0 1 0 1 0 0 0 0 1 A 1 B 1 JOHANNA HOLMES RN RELATED TO HEINRICH W. BRINKHAUS, TREASURER AND TRUSTEE OF THE BOARD 34264 EMPLOYEE OF DEUTSCHES ALTENHEIM, INC. 0 FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN HEINRICH W. BRINKHAUS, TREASURER, AND HEINZ R. BRINKHAUS, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH LEGACY LIFECARE MANAGEMENT EFFECTIVE SEPTEMBER 8, 2020. LEGACY LIFECARE MANAGEMENT PROVIDED MANAGEMENT SERVICES WHICH INCLUDED THE FOLLOWING RESPONSIBILITIES: 1) KEY PERSONNEL MANAGEMENT 2) OTHER PERSONNEL OVERSIGHT (EMPLOYEES & ADMINISTRATION) 3) PROVIDER PROGRAMS 4) ACCOUNTING 5) BILLING AND COLLECTION OF ACCOUNTS 6) FACILITY SERVICES 7) MATERIALS AND PROPERTY MANAGEMENT 8) QUALITY CONTROL 9) PUBLIC RELATIONS 10) BUSINESS DEVELOPMENT 11) FUNDRAISING 12) ANNUAL BUDGET 13) EXPENDITURE AND PAYMENT MANAGEMENT 14) BANK ACCOUNT MANAGEMENT 15) OVERSEEING OPERATIONS FORM 990, PART VI, SECTION A, LINE 6 LEGACY LIFECARE, INC. BECAME SOLE MEMBER OF THE ORGANIZATION EFFECTIVE APRIL 1, 2021 FORM 990, PART VI, SECTION A, LINE 7A THE APPROVAL OF THE MEMBER, LEGACY LIFECARE,INC, IS REQUIRED TO ELECT OR REMOVE CERTAIN TRUSTEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, WHICH SUCH APPROVAL SHALL NOT BE UNREASONABLY WITHHELD, THE BOARD SHALL BE RESPONSIBLE FOR THE FOLLOWING: ANY CHANGE IN THE NAME OF THE CORPORATION OR OTHER NAMES UNDER WHICH IT DOES BUSINESS, SUCH AS GERMAN CENTRE FOR EXTENDED CARE, EDELWEISS VILLAGE AND SENIOR PLACE ADULT DAY HEALTH CENTER; DEVELOPMENT OF LONG-TERM STRATEGIC PLANS; CHANGES IN PURPOSE OR MISSION OF THE CORPORATION; THE DISPOSITION OF ASSETS ON DISSOLUTION OF THE CORPORATION; ADOPTION OF POLICIES REGARDING THE INVESTMENTS, ENDOWMENTS, TRUSTS, AND REAL PROPERTY OF THE CORPORATION; ADOPTION OF ANNUAL BUDGETS; EXPANSION OF SERVICES AND DEVELOPMENT OF NEW PROGRAMS; AND DELEGATION OF BOARD-AUTHORIZED ACTIVITIES TO ANY COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS AND WRITTEN ACTIONS OF THE BOARD OF DIRECTORS ARE DOCUMENTED THROUGH MINUTES TAKEN AT EACH BOARD MEETING HELD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S COMPLETE FORM 990 IS REVIEWED BY THE TOP MANAGEMENT AND SOME MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A MEETING OF COMPLIANCE COMMITTEE IS HELD AT LEAST ANNUALLY, MORE FREQUENTLY AS NEEDED AND ALL POTENTIAL AND REPORTED CONFLICTS ARE REVIEWED. ALL PERSONS IN AUTHORITY (STAFF DEPARTMENT HEADS AND HIGHER, INCLUDING TRUSTEES) ARE COVERED UNDER THE POLICY. APPROPRIATE DISCLOSURE, SECURITY OR OTHER RESTRICTIONS ARE IMPOSED ON ANY PERSON DEEMED AS OPERATING WITH AN ACCEPTABLE "CONFLICT OF INTEREST." FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES THE FOLLOWING CONSIDERATIONS WHEN DETERMINING COMPENSATION (REPORTED ON FORM 990, PART VII OR SCHEDULE J) OF THE CEO OR OTHER PERSON WHO IS THE TOP MANAGEMENT OFFICIAL, THAT INCLUDES ALL OF THE FOLLOWING ELEMENTS: 1. REVIEW AND APPROVAL BY COMPENSATION COMMITTEE, PROVIDED THAT PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. 2. USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. MAINTAIN NOTES AND OTHER CONTEMPORANEOUS DOCUMENTATION FOR DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 374,205. DEUTSCHES ALTENHEIM FOUNDATION INC 2222 CENTRE STREET ROXBURY MA 02132 043294940 FINANCIALLY SUPPORTS DEUTSCHES ALTENHEIM, INC. MA 501(C)(3) LINE 12B, II DEUTSCHES ALTENHEIM INC 1 GERMAN LADIES AID SOCIETY OF BOSTON INC 2222 CENTRE STREET ROXBURY MA 02132 046049543 FINANCIALLY SUPPORTS DEUTSCHES ALTENHEIM, INC. MA 501(C)(3) PF N/A 0 LEGACY LIFECARE INC 240 LYNNFIELD STREET PEABODY MA 01960 223102199 SUPPORT SERVICES AND FUNDRAISING MA 501(C)(3) LINE 12A, I N/A 0 CHELSEA JEWISH LIFECARE INC 165 CAPTAINS ROW CHELSEA MA 02150 510141617 MANAGMENT MA 501(C)(3) LINE 7 LEGACY LIFECARE INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 DEUTSCHES ALTENHEIM FOUNDATION INC C 883380 FMV GERMAN LADIES AID SOCIETY OF BOSTON INC C 87000 FMV