HOME CARE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOME CARE INC (EIN 04-2854358)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201802269349301800
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T13:34:06-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Elm Street 4th Floor | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042854358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Home Care Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 9785524000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Gomes | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 9785524000 | PhoneNum |
| Signature | 2018-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dimitrios Panacopoulos | PreparerPersonNm |
| PTIN | P01603705 | PTIN |
| Phone | 6036697337 | PhoneNum |
| Preparation | 2018-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen Gomes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,720,009 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.homehealthfoundation.org/kindconnections | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Home Care, Inc. primary purposes are to provide home health care, homemaker and personal care services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 313 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $110,905 | PYContributionsGrantsAmt |
| CY Contributions Grants | $91,468 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,220,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,628,337 | CYProgramServiceRevenueAmt |
| PY Investment Income | $584 | PYInvestmentIncomeAmt |
| CY Investment Income | $204 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,332,438 | PYTotalRevenueAmt |
| CY Total Revenue | $7,720,009 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,832,633 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,277,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,022,329 | PYOtherExpensesAmt |
| CY Other Expenses | $1,076,728 | CYOtherExpensesAmt |
| PY Total Expenses | $7,854,962 | PYTotalExpensesAmt |
| CY Total Expenses | $8,354,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$522,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$634,279 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,338,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,357,165 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,750,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,441,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,412,267 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,084,611 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Home Care, Inc. primary purposes are to provide home health care, homemaker and personal care services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,720,060 | ExpenseAmt |
| Revenue | $7,628,337 | RevenueAmt |
| Desc | Home health aide/private duty - provides health care services to patients who can be cared for at home. | Desc |
| Total Program Service Expenses | $7,720,060 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 313 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela Streletsky | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785524000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| John G Albert | |||||||
| Past President/CEO | 1.00 | 37.00 | Yes (X) | Yes (X) | $0 | $305,297 | $39,581 |
| Karen Gomes | |||||||
| Past VP of Clinical Srvs/President & CEO | 1.00 | 37.00 | Yes (X) | Yes (X) | $0 | $190,205 | $4,255 |
| Scott A Collins | |||||||
| Chair | 0.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Barbara B Sager | |||||||
| Vice Chair | 0.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ronald J Pollina | |||||||
| Treasurer | 0.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Debra S Grabowski | |||||||
| Clerk | 0.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John P Chemaly | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Atty Daniel A Hayes Jr | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Dr Joel B Hellmann | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| David W Nesbitt | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Keith N Soucie | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Mary Jane Thomas | |||||||
| Past Chair/Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Ellen Zappala | |||||||
| Trustee | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Theresa Petrie | |||||||
| VP Homecare/EHP Manager | 38.00 | Yes (X) | $135,560 | $0 | $17,877 | ||
| Pamela Streletsky | |||||||
| VP of Finance | 1.00 | 37.00 | Yes (X) | $0 | $189,429 | $22,376 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $135,560 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $684,931 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,089 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $62,151 | GovernmentGrantsAmt |
| All Other Contributions | $29,317 | AllOtherContributionsAmt |
| Total Contributions | $91,468 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Home Health Aide/Priva | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $7,628,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,628,337 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,628,337 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204 | TotalRevenueColumnAmt |
| Exclusion | $204 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,720,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,628,337 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $204 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,437 | TotalAmt |
| Management And General | $156,437 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,947,032 | TotalAmt |
| Program Services | $5,851,221 | ProgramServicesAmt |
| Management And General | $95,811 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,504 | TotalAmt |
| Program Services | $62,981 | ProgramServicesAmt |
| Management And General | $2,523 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,510 | TotalAmt |
| Program Services | $638,918 | ProgramServicesAmt |
| Management And General | $25,592 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,077 | TotalAmt |
| Program Services | $426,974 | ProgramServicesAmt |
| Management And General | $17,103 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992 | TotalAmt |
| Program Services | $954 | ProgramServicesAmt |
| Management And General | $38 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,100 | TotalAmt |
| Management And General | $8,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,065 | TotalAmt |
| Program Services | $222,078 | ProgramServicesAmt |
| Management And General | $308,987 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,339 | TotalAmt |
| Program Services | $29,171 | ProgramServicesAmt |
| Management And General | $1,168 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,607 | TotalAmt |
| Program Services | $61,158 | ProgramServicesAmt |
| Management And General | $2,449 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,246 | TotalAmt |
| Program Services | $33,889 | ProgramServicesAmt |
| Management And General | $1,357 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,006 | TotalAmt |
| Program Services | $38,465 | ProgramServicesAmt |
| Management And General | $1,541 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,979 | TotalAmt |
| Program Services | $277,850 | ProgramServicesAmt |
| Management And General | $11,129 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,908 | TotalAmt |
| Program Services | $4,719 | ProgramServicesAmt |
| Management And General | $189 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935 | TotalAmt |
| Program Services | $1,860 | ProgramServicesAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,493 | TotalAmt |
| Program Services | $18,742 | ProgramServicesAmt |
| Management And General | $751 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Supplies | $26,664 | $26,664 | |
| Other Expenses | $25,394 | $24,416 | $978 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,354,288 | TotalAmt |
| Program Services | $7,720,060 | ProgramServicesAmt |
| Management And General | $634,228 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $327,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,051 | BOYAmt |
| EOY | $30,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,118 | BOYAmt |
| EOY | $1,028,203 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,142 | BOYAmt |
| EOY | $1,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,584 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,733 | BOYAmt |
| EOY | $3,797 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,980 | BOYAmt |
| EOY | $2,965,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,024 | BOYAmt |
| EOY | $4,357,165 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,278 | BOYAmt |
| EOY | $341,854 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,513 | BOYAmt |
| EOY | $89,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,217,500 | BOYAmt |
| EOY | $6,010,619 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,750,291 | BOYAmt |
| EOY | $6,441,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,591,247 | BOYAmt |
| EOY | -$2,245,465 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,980 | BOYAmt |
| EOY | $160,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,412,267 | BOYAmt |
| EOY | -$2,084,611 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,024 | BOYAmt |
| EOY | $4,357,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$634,279 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$38,065 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,468 | CurrentTaxYearAmt |
| Total | $494,618 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,689,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,770,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,396,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,220,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,628,337 | CurrentTaxYearAmt |
| Total | $37,705,940 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,793,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,866,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,488,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,331,854 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,719,805 | CurrentTaxYearAmt |
| Total | $38,200,558 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,200,558 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204 | CurrentTaxYearAmt |
| Total | $3,709 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204 | CurrentTaxYearAmt |
| Total | $3,709 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,795,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,866,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,489,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,332,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,720,009 | CurrentTaxYearAmt |
| Total | $38,204,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,584 | DepreciationAmt |
| Book Value | $3,797 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,797 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Limited as to Use | $160,854 |
| Due From Affiliates | $2,805,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,965,895 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliates | Desc |
| Amt | $6,010,619 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,010,619 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,720,009 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,720,009 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,720,009 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,354,288 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,354,288 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,354,288 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Association is a public charity under Section 501(c)(3) of the Internal Revenue Code. As a public charity, the Association is exempt from state and federal income taxes on income earned in accordance with its tax exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax position and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John G Albert | ||||||||||||||
| Past President/CEO | $0 | $277,797 | $0 | $27,500 | $0 | $0 | $0 | $0 | $0 | $39,581 | $0 | $344,878 | $0 | $0 |
| Karen Gomes | ||||||||||||||
| Past VP of Clinical Srvs/President & | $0 | $175,617 | $0 | $14,588 | $0 | $0 | $0 | $0 | $0 | $4,255 | $0 | $194,460 | $0 | $0 |
| Theresa Petrie | ||||||||||||||
| VP Homecare/EHP Manager | $118,980 | $0 | $16,580 | $0 | $0 | $0 | $0 | $0 | $17,877 | $0 | $153,437 | $0 | $0 | $0 |
| Pamela Streletsky | ||||||||||||||
| VP of Finance | $0 | $174,841 | $0 | $14,588 | $0 | $0 | $0 | $0 | $0 | $22,376 | $0 | $211,805 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonuses are approved by the board, and are based on performance. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Home Health Foundation, Inc., acting through its Board of Trustees, shall be the sole member of the Corporation. |
| Form 990, Part VI, Section A, line 7a | The sole Member shall elect and may remove or suspend the Trustees. |
| Form 990, Part VI, Section A, line 7b | The Member shall have the right to approve each of the following actions of the Board of Trustees, and such actions by the Board shall not be effective unless and until approved by the Member: a)the adoption of annual operating and capital budgets; b)the adoption of any long range plans of the Corporation; c)the decision to establish a new program of service or to discontinue an existing program; d)the approval of any borrowing by the Corporation; e)the expenditure, disposition, donation, or acquisition by purchase, lease or other means, of corporate assets, other than in the ordinary course of business or budgeted items; f)the merger or consolidation of the Corporation with any other corporation, and the formation or dissolution of subsidiaries; g)the conduct of any fundraising activities; h)the selection or employment of legal counsel or certified public accountants, whether for special projects or on a regular basis; and i)the execution of leases for equipment or real estate, the execution of major contracts, and the approval of individuals authorized to sign checks. |
| Form 990, Part VI, Section B, line 11b | The 990 will be reviewed by Management and the current Chair and Treasurer of the Board of Trustees prior to signing. |
| Form 990, Part VI, Section B, line 12c | Any potential conflicts are reviewed by the CEO. |
| Form 990, Part VI, Section B, line 15 | Compensation study of similar positions is prepared every other year and reviewed by the Executive Committee of the Board of Trustees. |
| 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 X, Line 10: Land, Buildings, and Equipment: | Section 1.263(a)-3(n) Election: Home Care, Inc. 360 Merrimack Street Building 9, Lawrence, MA 01843 EIN 04-2854358 Home Care, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Net Assets Released from Restrictions -38,065. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Merrimack Valley Hospice Inc | |||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 043024278 | Hospice Services | MA | 501(c)(3) | Line 10 | Home Health Foundation Inc | 0 | |
| Home Health VNA Inc | |||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 042435675 | Home Health Care | MA | 501(c)(3) | Line 10 | Home Health Foundation Inc | 0 | |
| Home Health Foundation Inc | |||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 222587225 | Management Services | MA | 501(c)(3) | Line 12b, II | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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