2018-11-14T14:28:43-06:00 2017-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-01-01 203088564 SEASHORE POINT - DEACONESS INC SEAS 9783695151 80 DEACONESS ROAD CONCORD MA 01742 JAMES MCGOWAN CFO 9783695151 2018-11-12 1 JULIUS C GREEN CPA P00350393 2159720701 X 96.89.178.186 2018-11-12 09:13:20 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B 2017 2019-02-21 02:37:17Z CHRISTOPHER SINTROS 80 DEACONESS ROAD CONCORD MA 01742 6628018 0 X WWW.NEDEACONESS.ORG X 2006 MA MANAGEMENT AND OPERATION OF SKILLED NURSING AND OTHER SENIOR LIVING ACCOMMODATIONS AND SERVICES. 13 11 113 42 0 0 26093 32954 5044187 5426287 570488 422664 120991 195938 5761759 6077843 12343 150 0 0 2923721 3245221 0 0 0 4069973 3880745 7006037 7126116 -1244278 -1048273 16721433 15006739 24825248 24155106 -8103815 -9148367 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 4786080 150 5426287 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. 4786080 1 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 1 113 1 0 0 0 0 0 1 1 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 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 229397 20933 JAMES MCGOWAN CFO & TREASURER 7.00 33.00 X X 0 167061 20860 MICHELE COUTURE CHAIR 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 TERRY PANNELL DIRECTOR 1.00 X 0 0 0 JOANNE COLUCCI DIRECTOR (RESIGNED APRIL '17) 1.00 X 0 0 0 REV MATTHEW WISSELL DIRECTOR 1.00 X 0 0 0 BURT WOLFMAN DIRECTOR 1.00 X 0 0 0 SUSAN MCDONOUGH 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 MOLLY PURDUE DIRECTOR 1.00 X 0 0 0 JEAN RUMRILL SECRETARY 7.00 33.00 X 0 67300 17920 DAVID CARBONEAU EXEC. DIRECTOR (RESIGNED SEPT. '17) 40.00 X 105557 0 11937 DENISE RATCLIFFE EXECUTIVE DIRECTOR 40.00 X 35874 0 3717 141431 463758 75367 1 0 1 0 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 TEMP STAFFING SVC. 498787 PREFERRED THERAPY SOLUTIONS 850 SILAS DEANE HWY 2ND FL WETHERSFIELD CT 06109 THERAPY SERVICES 376412 SUNBELT STAFFING LLC DEPT CH 14430 PALATINE IL 60050 TEMP STAFFING SVC. 103161 3 19232 13722 32954 PATIENT SERVICE REV. 624100 4767433 4767433 MANAGEMENT FEES 900099 630360 630360 ENTRANCE FEES 900099 28494 28494 5426287 9298 9298 71774 0 71774 71774 71774 955000 541634 413366 413366 413366 8541 19232 8541 0 PARKING LICENSE FEE 900099 29994 29994 MEALS 900099 27016 27016 MAINTENANCE REVENUE 900099 24264 24264 42890 42890 124164 6077843 5426287 0 618602 X 150 150 145148 145148 2562178 2145834 416344 42696 35800 6896 271818 188319 83499 223381 170792 52589 12776 12776 22019 22019 287 287 1212549 1132108 80441 133236 133236 138580 96270 42310 985010 985010 17137 8415 8722 698637 698637 11670 11670 ADMIN. ALLOCATIONS 180000 180000 MEDICAL SUPPLIES 172632 172632 FOOD 129286 129286 BAD DEBT EXPENSE 101185 101185 65741 7837 57904 7126116 4786080 2340036 0 919139 583090 8889 8891 616656 471942 17121 16260 11582 14958 18633314 5140188 14709330 13493126 102080 67037 40090 43811 296546 307624 16721433 15006739 346020 600831 205152 176657 42920 10527 24231156 23367091 24825248 24155106 X -8197985 -9234513 94170 86146 -8103815 -9148367 16721433 15006739 -1048273 3721 0 X 0 1 X 1 0 X 55240 63881 36537 26168 32954 214780 4859715 5520701 5607771 5044187 5426287 26458661 4914955 5584582 5644308 5070355 5459241 26673441 6615 8730 6850 4961 27156 0 6615 8730 6850 4961 27156 26646285 74367 51458 51841 53177 81072 311915 74367 51458 51841 53177 81072 311915 37165 61141 144453 81186 124164 448109 5026487 5697181 5840602 5204718 5664477 27433465 0.97130 0.97610 0.01140 0.01010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2013 AMOUNT: $ 4,487. 2014 AMOUNT: $ 8,505. 2015 AMOUNT: $ 30,493. 2016 AMOUNT: $ 1,045. 2017 AMOUNT: $ 17,380. APPLICATION FEES - 2014 AMOUNT: $ -500. FITNESS REVENUE - 2014 AMOUNT: $ 250. 2015 AMOUNT: $ 370. 2016 AMOUNT: $ 310. 2017 AMOUNT: $ 360. MAINTENANCE REVENUE - 2013 AMOUNT: $ 16,376. 2014 AMOUNT: $ 20,808. 2015 AMOUNT: $ 15,742. 2016 AMOUNT: $ 18,540. 2017 AMOUNT: $ 24,264. MEALS - 2013 AMOUNT: $ 8,878. 2014 AMOUNT: $ 13,115. 2015 AMOUNT: $ 23,075. 2016 AMOUNT: $ 30,713. 2017 AMOUNT: $ 27,016. TELEPHONE CABLE AND INTERNET - 2013 AMOUNT: $ 6,678. 2014 AMOUNT: $ 8,963. 2016 AMOUNT: $ 5,203. 2017 AMOUNT: $ 4,150. PRIVATE FUNCTIONS - 2013 AMOUNT: $ 746. PARKING LICENSE FEE - 2014 AMOUNT: $ 10,000. 2016 AMOUNT: $ 25,375. 2017 AMOUNT: $ 29,994. BAD DEBTS RECOVERY - 2015 AMOUNT: $ 74,773. COMMUNITY FEES - 2017 AMOUNT: $ 21,000. 0 0 0 0 0 0 0 0 1 287 287 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 1 X 6966 6966 17456092 4186981 13269111 1085242 908632 176610 85014 44575 40439 13493126 REFUNDABLE ENTRANCE FEES 2060705 DUE TO AFFILIATE-NEW ENGLAND DEACONESS 21127782 DUE TO AFFILIATE-DALC 178604 23367091 6090105 3721 3721 6086384 -8541 -8541 6077843 7134657 8541 8541 7126116 0 7126116 PART IV, LINE 2B: PROSPECTIVE FUTURE RESIDENTS OF THE CONTINUING CARE RETIREMENT COMMUNITY PAY A DEPOSIT ON PURCHASE OF A CONDOMINIUM AT THE TIME OF APPLICATION. DEPOSITS ARE PLACED IN AN INTEREST-BEARING ESCROW ACCOUNT FOR THE BENEFIT OF THE APPLICANT. THE BALANCE OF THE PURCHASE PRICE IS DUE AT CLOSING. PRIOR TO OCCUPANCY, THE DEPOSIT IS REFUNDABLE WITH INTEREST TO THE APPLICANT UPON CANCELLATION OF THE CONTRACT TO PURCHASE THE CONDOMINIUM. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -8,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,541. SPRING GALA 27773 19232 8541 1088 4000 3453 27773 19232 8541 1088 4000 3453 8541 0 1 0 0 0 0 0 0 0 1 0 CHRISTOPHER SINTROS PRESIDENT & CEO 0 229397 0 0 0 0 0 5279 0 15654 0 250330 0 0 JAMES MCGOWAN CFO & TREASURER 0 161061 0 6000 0 0 0 5206 0 15654 0 187921 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. 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 B, LINE 15A A COMPENSATION COMMITTEE REVIEWS AND DETERMINES THE SALARY INCREASE/DECREASE FOR THE PRESIDENT & CEO AS WELL AS OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. COMPARABLE SALARIES FROM ORGANIZATIONS OF SIMILAR SIZE AND OPERATIONS ARE CONSIDERED WHEN DETERMINING COMPENSATION TO ENSURE THAT ALL OFFICER AND KEY EMPLOYEE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOARD MINUTES. 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 IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,132,108. MANAGEMENT AND GENERAL EXPENSES 80,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,212,549. 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 SEASHORE POINT CONDO CONDOMINIUM TRUST 100 ALDEN ST PROVINCETOWN MA 02657 383898387 CONDOMINIUM MANAGEMENT ASSOCIATION MA N/A T 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0