NEW ENGLAND DEACONESS ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND DEACONESS ASSOCIATION (EIN 04-2104763)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349302622
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:18:01-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND DEACONESS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 9783695151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 DEACONESS ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | james mcgowan | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9783695151 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julius C Green CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 14:41:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER SINTROS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 DEACONESS ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,164,938 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEDEACONESS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NEW ENGLAND DEACONESS ASSOC. OWNS AND OPERATES SEVERAL RETIREMENT HOMES AND ASSISTED LIVING FACILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 660 | TotalEmployeeCnt |
| Total Volunteers | 158 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $265,940 | PYContributionsGrantsAmt |
| CY Contributions Grants | $776,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,942,278 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,400,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $705,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,290,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | $753,629 | PYOtherRevenueAmt |
| CY Other Revenue | $798,112 | CYOtherRevenueAmt |
| PY Total Revenue | $29,666,848 | PYTotalRevenueAmt |
| CY Total Revenue | $33,265,056 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,420 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,525,998 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,842,285 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,824,864 | PYOtherExpensesAmt |
| CY Other Expenses | $13,009,396 | CYOtherExpensesAmt |
| PY Total Expenses | $29,350,862 | PYTotalExpensesAmt |
| CY Total Expenses | $31,858,101 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $315,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,406,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,932,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,276,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,303,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166,630,153 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,371,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,354,107 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,627,666 | ExpenseAmt |
| Grant | $6,420 | GrantAmt |
| Revenue | $30,400,664 | RevenueAmt |
| Desc | new england Deaconess association (NEDA) cares compassionately for staff, residents, volunteers and families. NEDA knows that if one continues to stay intellectually challenged, physically active, socially connected, and spiritually enriched in whatever way that provides meaning to an individual, that one can age well. Though there are many challenges along the pathway of the aging process, NEDA believes that by providing supportive services in all of these areas, the later years of life will be more fulfilling and enriching.NEDA's current strategy is providing care and services to older adults in residential settings. Just as the original Deaconesses made a difference in the lives of those they served, NEDA continues to work to enhance and improve the quality of life for its residents, their families and their communities.The New England Deaconess Association Core Values Statement was developed through the input of staff, residents, families, corperators, and the Board of Directors. It defines what the organization stands for and why it exists. At all levels of the organization the core value statement (below) is used to guide the choices and decisions it makes.Deaconess Abundant Life Cares compassionately for our residents, staff, volunteers, and their families while sharing Abundant life with an attitude of joy, hope, and commitment; Reaching out to our community with a holistic focus on body, mind, and spirit in an Environment which leads to continued excellence and financial strength as we Strive for new and innovative ways to better serve older adults.NEDA's current operations provide services and facilities that meet the changing needs of older adults. NEDA strives to achieve the highest standards of excellence and leadership as it enriches and enhances the quality of life for those within NEDA's care. NEDA's commitment to assisting older adults also goes beyond the residential settings to include seminars and speaking engagements to help community groups and agencies, as well as churches, to better care for their constituents. NEDA presently operates in four locations. oCCUPANCY AT rIVERCREST WAS 94%, AT THE GARDENS, 92%, AND 95% FOR INDEPENDENT LIVING RESIDENTS. | Desc |
| Total Program Service Expenses | $25,627,666 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 660 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Mcgowan CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9784028237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 DEACONESS ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THEODORE A BARTEN | ||||||||
| TREASURER (term exp. 4/16) | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM ZOPPO | ||||||||
| Board Member/Clerk | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLENN BURLAMACHI | ||||||||
| Board Member (term exp. 4/16) | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS GLEASON | ||||||||
| board Member (term exp. 4/16) | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DONNA GRINNELL | ||||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY HEDISON | ||||||||
| board Member | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DONALD MACKENZIE | ||||||||
| board Member | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| REV STEPHEN MELIUS | ||||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR JAMES MENTZER | ||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL WILSON | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN YOUNG | ||||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SINTROS | ||||||||
| CEO/board member | 32.00 | 8.00 | Yes (X) | Yes (X) | $228,059 | $0 | $26,660 | |
| Colleen Williams | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Matthew J Wissell | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Sunita Hanjura | ||||||||
| Board Member | 1.00 | Yes (X) | $27,000 | $0 | $0 | |||
| Honorable John C Cratsley | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Thomas Getchell-Lacey | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcia MacClary | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Grinnell | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| marilyn Mudry | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| sheila watts | ||||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN RUMRILL | ||||||||
| SECRETARY | 32.00 | 8.00 | Yes (X) | $72,974 | $0 | $22,758 | ||
| KEVIN COMICK | ||||||||
| COO | 32.00 | 8.00 | Yes (X) | $178,359 | $0 | $16,793 | ||
| James McGowan | ||||||||
| CFO | 32.00 | 8.00 | Yes (X) | $170,901 | $0 | $26,302 | ||
| ELLEN REUSCH | ||||||||
| Enhanced Living Director | 40.00 | $124,809 | $0 | $12,438 | Yes (X) | |||
| NANCY MARZILLI | ||||||||
| DIRECTOR OF HR | 40.00 | $136,097 | $0 | $26,291 | Yes (X) | |||
| Beth Vettori | ||||||||
| Executive Director-Rockridge | 40.00 | $116,332 | $0 | $26,054 | Yes (X) | |||
| Elizabeth Winn | ||||||||
| Director of Sales & Marketing | 40.00 | $116,636 | $0 | $25,150 | Yes (X) | |||
| Robert Fallon | ||||||||
| Executive Director- Concord | 40.00 | $136,399 | $0 | $25,760 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,307,566 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $208,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HUTTER CONSTRUCTION CORPORATION | |||||
| PO BOX 257 | NEW ISPWICH | NH | 03071 | CONSTRUCTION SVC. | $5,746,027 |
| PROPERTIES INC | |||||
| 130 OVERLAND ROAD | WALTHAM | MA | 02451 | PROP. MGT. SVC. | $541,785 |
| HERITAGE HEALTHCARE SVC | |||||
| 1009 RESERVOIR AVENUE | CRANSTON | RI | 02910 | LAUNDRY SVC. | $203,664 |
| VFC | |||||
| 90 north cutler drive | north salt lake | UT | 84054 | Lighting Protection | $134,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $34,947 | FundraisingAmt |
| All Other Contributions | $741,247 | AllOtherContributionsAmt |
| Total Contributions | $776,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Service Revenue | 623000 | $28,822,360 | $28,822,360 |
| Entrance Fees | 900099 | $1,325,366 | $1,325,366 |
| CHAMBERLIN APT. FEES | 623000 | $150,639 | $150,639 |
| RESIDENT FEES | 623000 | $102,299 | $102,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,400,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $947,160 | TotalRevenueColumnAmt |
| Exclusion | $947,160 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,748 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,947 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,801 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,801 | TotalRevenueColumnAmt |
| Exclusion | $62,801 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,162,252 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $817,578 | SecuritiesAmt |
| Other | $1,748 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $344,674 | SecuritiesAmt |
| Other | -$1,748 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $342,926 | TotalRevenueColumnAmt |
| Exclusion | $342,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $70,955 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $34,947 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,587 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,368 | TotalRevenueColumnAmt |
| Exclusion | $31,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $37,531 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $38,022 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$491 | TotalRevenueColumnAmt |
| Exclusion | -$491 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ADMINISTRATIVE ALLOC. | 900099 | $251,823 | $251,823 |
| Meals | 900099 | $210,590 | $210,590 |
| Cable/Internet Revenue | 900099 | $86,700 | $86,700 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,321 | TotalRevenueColumnAmt |
| Exclusion | $155,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $704,434 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,265,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,400,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,088,198 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,420 | TotalAmt |
| Program Services | $6,420 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,595 | TotalAmt |
| Program Services | $713,921 | ProgramServicesAmt |
| Management And General | $170,674 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,418,550 | TotalAmt |
| Program Services | $11,065,357 | ProgramServicesAmt |
| Management And General | $3,353,193 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,235 | TotalAmt |
| Program Services | $301,621 | ProgramServicesAmt |
| Management And General | $236,614 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,438 | TotalAmt |
| Program Services | $1,150,205 | ProgramServicesAmt |
| Management And General | $509,233 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,467 | TotalAmt |
| Program Services | $1,034,140 | ProgramServicesAmt |
| Management And General | $307,327 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,845 | TotalAmt |
| Management And General | $53,845 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,560 | TotalAmt |
| Management And General | $69,560 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,029 | TotalAmt |
| Management And General | $2,029 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,250 | TotalAmt |
| Management And General | $192,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,991 | TotalAmt |
| Program Services | $1,618,908 | ProgramServicesAmt |
| Management And General | $135,083 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,033 | TotalAmt |
| Management And General | $222,033 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,555 | TotalAmt |
| Program Services | $744,991 | ProgramServicesAmt |
| Management And General | $332,564 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587,265 | TotalAmt |
| Program Services | $2,563,368 | ProgramServicesAmt |
| Management And General | $23,897 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,979 | TotalAmt |
| Program Services | $43,084 | ProgramServicesAmt |
| Management And General | $53,895 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,708 | TotalAmt |
| Program Services | $1,057,708 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,892,533 | TotalAmt |
| Program Services | $3,891,593 | ProgramServicesAmt |
| Management And General | $940 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,178 | TotalAmt |
| Program Services | $35,388 | ProgramServicesAmt |
| Management And General | $301,790 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food | $1,252,287 | $1,209,946 | $42,341 |
| Medical Supplies | $139,629 | $139,629 | |
| Dues, Licenses and Subs | $132,773 | $18,312 | $114,461 |
| Functions/Events | $62,187 | $379 | $61,808 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,594 | TotalAmt |
| Program Services | $32,696 | ProgramServicesAmt |
| Management And General | $46,898 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,858,101 | TotalAmt |
| Program Services | $25,627,666 | ProgramServicesAmt |
| Management And General | $6,230,435 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,343,162 | BOYAmt |
| EOY | $18,227,364 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,731 | BOYAmt |
| EOY | $1,428,565 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,865 | BOYAmt |
| EOY | $89,941 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,325 | BOYAmt |
| EOY | $394,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,981,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,666,877 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,463,916 | BOYAmt |
| EOY | $82,314,767 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,005,213 | BOYAmt |
| EOY | $37,150,254 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,072 | BOYAmt |
| EOY | $60,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,640,360 | BOYAmt |
| EOY | $24,460,429 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,932,644 | BOYAmt |
| EOY | $164,276,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282,106 | BOYAmt |
| EOY | $2,509,989 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,552,639 | BOYAmt |
| EOY | $7,738,001 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,225,000 | BOYAmt |
| EOY | $44,915,979 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,234 | BOYAmt |
| EOY | $483,384 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,914,063 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,959,971 | BOYAmt |
| EOY | $109,068,737 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,303,950 | BOYAmt |
| EOY | $166,630,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,706,411 | BOYAmt |
| EOY | -$9,238,384 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,268,707 | BOYAmt |
| EOY | $2,816,687 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,066,398 | BOYAmt |
| EOY | $4,067,590 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,371,306 | BOYAmt |
| EOY | -$2,354,107 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,932,644 | BOYAmt |
| EOY | $164,276,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,406,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,609,052 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,192 | 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 | $320,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $807,562 | CurrentTaxYearAmt |
| Total | $1,914,653 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,050,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,893,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,137,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,942,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,400,664 | CurrentTaxYearAmt |
| Total | $130,424,619 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $372,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $430,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $337,797 | CurrentTaxYearAmt |
| Total | $1,874,644 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,743,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,594,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,795,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,534,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,546,023 | CurrentTaxYearAmt |
| Total | $134,213,916 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $27,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,186 | CurrentTaxYearAmt |
| Total | $67,796 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | $27,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,186 | CurrentTaxYearAmt |
| Total | $67,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $134,146,120 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $768,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $958,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $970,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,908 | CurrentTaxYearAmt |
| Total | $5,029,759 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $768,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $958,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $970,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,908 | CurrentTaxYearAmt |
| Total | $5,029,759 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $491,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $172,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $305,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $408,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $404,168 | CurrentTaxYearAmt |
| Total | $1,781,476 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,553,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,535,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,059,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,913,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,963,099 | CurrentTaxYearAmt |
| Total | $141,025,151 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94870 | PublicSupportPY509Pct |
| Investment Income CY | 0.03570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2012 Amount: $ 48,979. 2013 Amount: $ 22,505. 2014 Amount: $ 99,974. 2015 Amount: $ 171,914. 2016 Amount: $ 152,345. Abatement of Real Estate Taxes - 2012 Amount: $ 367,158. administrative allocations - 2012 Amount: $ 75,000. 2013 Amount: $ 150,000. 2014 Amount: $ 205,394. 2015 Amount: $ 236,384. 2016 Amount: $ 251,823. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,029 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,029 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The organization is a member of Leading Age Massachusetts, an association dedicated to advocacy on behalf of older citizens. a portion of the organization's dues is attributable to lobbying expenses. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,173,302 | BeginningYearBalanceAmt |
| Contributions | $1,087,695 | ContributionsAmt |
| Investment Earnings Or Losses | $2,333,997 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,594,994 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,905,634 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$732,178 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95 | OtherExpendituresAmt |
| Administrative Expenses | $59 | AdministrativeExpensesAmt |
| End Year Balance | $28,173,302 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,486,926 | BeginningYearBalanceAmt |
| Contributions | $247,618 | ContributionsAmt |
| Investment Earnings Or Losses | $1,170,370 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $720 | AdministrativeExpensesAmt |
| End Year Balance | $28,905,634 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,615,958 | BeginningYearBalanceAmt |
| Contributions | $1,115,630 | ContributionsAmt |
| Investment Earnings Or Losses | $3,926,542 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $171,204 | AdministrativeExpensesAmt |
| End Year Balance | $27,486,926 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,838,769 | BeginningYearBalanceAmt |
| Contributions | $271,916 | ContributionsAmt |
| Investment Earnings Or Losses | $2,619,601 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $114,328 | AdministrativeExpensesAmt |
| End Year Balance | $22,615,958 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,185 | OtherCostOrOtherBasisAmt |
| Book Value | $15,185 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,845,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,458,110 | DepreciationAmt |
| Book Value | $69,387,385 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,746,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,209,037 | DepreciationAmt |
| Book Value | $3,537,169 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,937,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,340,861 | DepreciationAmt |
| Book Value | $2,596,566 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,437,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $658,869 | DepreciationAmt |
| Book Value | $6,778,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,314,767 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interests in Perpetual Trusts | $629,678 |
| Deposits Held in Cash Escrow Account | $1,033,008 |
| Utility Deposit Investment | $50,679 |
| Due from Affiliate | $22,036,173 |
| Assets Limited to Use | $36,945 |
| Gift Annuities | $673,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,460,429 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliate- Seashore Point Deaconess, Inc. | $120 |
| Entrance Fee Refunds Payable | $2,301,509 |
| Refundable Entrance Fees | $106,164,500 |
| Entrance Fee Deposits | $379,276 |
| Gift Annuities Payable | $223,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $109,068,737 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,763,606 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,609,052 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$191,058 | OtherRevenueAmt |
| Revenue Not Reported | $1,417,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,345,612 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$80,556 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$80,556 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,265,056 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,746,407 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $80,556 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $80,556 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,665,851 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $192,250 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $192,250 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,858,101 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Prospective future residents of the continuing care retirement community pay a deposit on the entrance fee at the time of application. Deposits are placed in an interest-bearing escrow account for the benefit of the applicant. The balance of the entrance fee is due prior to, and as a condition of, occupancy of a resident unit. Prior to occupancy, these fees are refundable with interest to the applicant upon termination of the application for residency. |
| Part V, Line 4: | NEDA's endowment assets are intended to provide a predictable stream of funding to support various programs while seeking to maintain the purchasing power of the endowment assets in perpetuity. Endowment assets include those assets of donor-restricted funds that the Association must hold in perpetuity or for a donor-specified period as well as Board-designated funds. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 1,192. Investment Fees -192,250. |
| Part XI, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES -39,587. COST OF GOODS SOLD -38,022. RENTAL EXPENSES -2,947. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 39,587. COST OF GOODS SOLD 38,022. RENTAL EXPENSES 2,947. |
| Part XII, Line 4b - Other Adjustments: | Investment Fees 192,250. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Concord Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $66,577 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,970 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,607 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,243 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,349 | OtherDirectExpensesEvent1Amt |
| Event2 | Rockridge Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $39,325 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,977 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,348 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $17,497 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,498 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $105,902 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,947 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $70,955 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $35,740 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,847 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,587 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,368 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER SINTROS | ||||||||||||||
| CEO/board member | $214,769 | $0 | $13,290 | $0 | $0 | $0 | $5,131 | $0 | $21,529 | $0 | $254,719 | $0 | $0 | $0 |
| KEVIN COMICK | ||||||||||||||
| COO | $167,569 | $0 | $10,790 | $0 | $0 | $0 | $5,350 | $0 | $11,443 | $0 | $195,152 | $0 | $0 | $0 |
| James McGowan | ||||||||||||||
| CFO | $161,111 | $0 | $9,790 | $0 | $0 | $0 | $5,127 | $0 | $21,175 | $0 | $197,203 | $0 | $0 | $0 |
| NANCY MARZILLI | ||||||||||||||
| DIRECTOR OF HR | $124,877 | $0 | $11,220 | $0 | $0 | $0 | $3,817 | $0 | $22,474 | $0 | $162,388 | $0 | $0 | $0 |
| Robert Fallon | ||||||||||||||
| Executive Director- Concord | $135,899 | $0 | $500 | $0 | $0 | $0 | $4,092 | $0 | $21,668 | $0 | $162,159 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | massachusetts development finance agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57583ULM8 | CUSIPNum |
| Bond Issued | 2011-12-08 | BondIssuedDt |
| Issue Price | $52,250,000 | IssuePriceAmt |
| Purpose | re-finance series 2004 & 2007 bonds & CONSTRUCTION PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,880,000 | RetiredAmt |
| Total Proceeds | $52,250,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $635,121 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $589,853 | CreditEnhancementAmt |
| Capital Expenditures | $15,305,360 | CapitalExpendituresAmt |
| Other Spent Proceeds | $35,719,666 | OtherSpentProceedsAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Date Rebate Computation Performed | FormAndLineReferenceDesc |
| Explanation | Issuer Name: massachusetts development finance agency Date the Rebate Computation was Performed: 01/10/2014 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III: | New England Deaconess Association ("NEDA or "Deaconess") is a not-for-profit, nonsectarian organization that has been providing healthcare and social services since 1889. Its corporate offices are located in Concord, Massachusetts. Information regarding the history of NEDA, the Board of Directors and the Management of NEDA is set forth below. Such information is intended only as a brief overview of those aspects of NEDA. History On November 1, 1889, the New England Deaconess Home and Training School was incorporated for the purpose of utilizing the energies of women in active religious work, and to provide homes for those needing "refuge, care, and shelter." In 1900, the name was changed to New England Deaconess Association. NEDA's first building on Massachusetts Avenue in Boston was used as a residence for those training as Deaconesses by the medical profession. Upon graduation, many Deaconesses were sent to other cities to help organize groups for similar work. To fulfill the urgent need for a hospital facility, the New England Deaconess Home and Training School acquired the house next door, which in 1896 was formally dedicated as the "Deaconess Hospital." On November 25, 1911, the Deaconess Cottage Hospital in Concord opened through donations provided by Mr. Charles Emerson, Dr. Theodore Chamberlin and Mrs. Foucar, all of Concord, Massachusetts. This hospital was run by NEDA until 1924 when it was turned over to the citizens of Concord and renamed Emerson Hospital. In November 1913, the Home for Aged Methodist Women formally opened. This facility changed its name to the Deaconess House in 1971. Over the years, new projects and expansions have enabled NEDA to better serve its clients. In 1964, NEDA's first nursing home was built in Concord with 41 beds. The Rivercrest Skilled Nursing Care Community in Concord was expanded in 1968, 1993 and 2002. In 1967, three apartment buildings (containing 12 units) were built in Concord to provide for affordable independent living. In 1970, the three-story Chamberlin Residential Care Community, the Solarium, and the Duvall Chapel were completed. In 1971, Rockridge at Laurel Park (now known as Rockridge Retirement Community) was constructed and began operations in Northampton, Massachusetts as a 61 unit residential care community. In 1994, Newbury Court Independent Living Community was built and opened in Concord. More recently, in 2003, through a partnership with Cooperative Elder Services, a new Adult Day Care Center opened in Concord. In 2004, cottages and an assisted living building were completed in Northampton, Massachusetts which are now fully occupied. In 2005, an expansion to Newbury Court in Concord was completed. In 2006, The Gardens Memory Support Assisted Living Neighborhood opened at Rockridge in Northampton, Massachusetts and in 2007, Wesley Woods, independent living cottage homes, opened in Gilford, New Hampshire on the foothills of Gunstock Mountain and a second expansion to Newbury Court and The Gardens Memory Support Neighborhood opened in Concord. The final expansion to Newbury Court opened in 2009 in Concord and the entire Concord community was renamed Newbury Court. Deaconess Abundant Life Communities ("DALC"), the parent company of NEDA, is proud of its tradition of reaching out to meet and serve the changing physical, social, and spiritual needs of older adults over the years since its founding in 1889. In these 124 years, many worthwhile outreach programs and projects have been supported, including special homes and services for retired women and men, summer camps for needy children, nursing homes for those requiring skilled care, scholarships and grants for those involved in health services, and more. Each year DALC provides millions of dollars of subsidized care and accommodation to older adults in a variety of settings. Its mission is focused at creating community and providing aging services to people of various economic means. Operational Overview and Communities NEDA's current strategy is providing care and services to older adults in residential settings. Just as the original Deaconesses made a difference in the lives of those they served, NEDA continues to work to enhance and improve the quality of life for its residents, their families and their communities. The New England Deaconess Association Core Values Statement was developed through the input of staff, residents, families, corperators, and the Board of Directors. It defines what the organization stands for and why it exists. At all levels of the organization the core value statement is used to guide the choices and decisions it makes. Deaconess Abundant Life Cares compassionately for our residents, staff, volunteers, and their families while sharing Abundant life with an attitude of joy, hope, and commitment; reaching out to our community with a holistic focus on body, mind, and spirit in an Environment which leads to continued excellence and financial strength as we Strive for new and innovative ways to better serve older adults. NEDA's current operations provide services and facilities that meet the changing needs of older adults. NEDA strives to achieve the highest standards of excellence and leadership as it enriches and enhances the quality of life for those within NEDA's care. NEDA's commitment to assisting older adults also goes beyond the residential settings to include seminars and speaking engagements to help community groups and agencies, as well as churches, to better care for their constituents. NEDA presently operates in three locations. Newbury Court in Concord, Massachusetts Situated on a magnificent 35 acre site, the Concord Campus overlooks the Sudbury River with its rolling meadows and abundant wildlife. The pristine property is ideally located a short distance from Walden Pond, near Emerson Hospital and just across from the Concord Country Club. Newbury Court includes 230 independent living suites, 29 memory support assisted living units (Our Gardens Neighborhood) and 42 skilled nursing units (Rivercrest Rehab and Wellness Center). Also on the Concord campus is NEDA's Outpatient Rehabilitation Program and Home Health Program, as well as adult day care provided by Cooperative Elder Services, Inc. Rockridge in Northampton, Massachusetts Rockridge Retirement Community ("Rockridge") offers 13 cottages, 30 independent/assisted living apartments, 39 residential care suites, and 18 memory support assisted living suites, all connected via an enclosed corridor system. The community provides singles and couples, 62 or older, with a rewarding retirement lifestyle on a 12-acre site adjacent to the Fitzgerald Lake Conservation area. Established in 1971, the Rockridge grounds, surrounded by the countryside, enable residents to enjoy safe walks along paved walkways and quiet nature trails. Rockridge features formal dining, private dining, library, parlor, lounges, community room, country kitchen and store, hair salon, fitness room, hobby/recreation room, an elevator to all floors, and a gazebo near the outdoor terrace. Wesley Woods in Gilford, New Hampshire Set in a wooded area in the Town of Gilford, New Hampshire, Wesley Woods offers a variety of residential cottage homes to match each person's needs. There are 22 independent living cottage homes with approvals and permits for an additional 18 future cottage homes. Wesley Woods is located in the foothills of Gunstock Mountain, not far from Lake Winnipesaukee and just two miles from the convenience of downtown Laconia, with shopping, banking and medical services. Community space is available for programs, functions, and fitness. Wesley Woods in Gilford is a member of the NEDA. Residency Care Agreements Eligibility: Pre-Occupancy Screening The Resident, or one of them in the case of units housing two persons, must be at least 62 years of age (55 for Wesley Woods) at the time he or she occupies an Independent Living Unit at NEDA. The Resident is required to have a complete examination by a physician of the Resident's choice at the Resident's expense at the time of application for residency at NEDA and not more than 60 days prior to move-in. The Resident must furnish to NEDA a report of the physician conducting the examination on a medical form to be provided by NEDA. |
| FORM 990, PAGE 2, PART III | At the time of reservation, the Resident must furnish information to NEDA with respect to the Resident's financial resources demonstrating to NEDA's satisfaction that the Resident has the financial ability to pay the Entrance Fee or Community Fee, the monthly fee, charges for Additional Services, as hereinafter defined, and personal living expenses during the term of the Residency Agreement. The Resident shall furnish updated financial information to NEDA not less than 60 days prior to occupancy. NEDA reserves the right to declare the Residency Agreement null and void if, based upon any information submitted by the Resident, NEDA determines that the Resident does not meet the financial criteria for residency established by NEDA from time to time. Services Provided by NEDA During the Resident's occupancy of an Independent Living Unit, NEDA will provide the Resident with the services prescribed below in consideration of payment of the monthly fee. Residents have the option of two service plans - "The Foundation and "The Advantage" as described in the Residency Agreement. Under The Foundation package, residents are provided with the following services: - sewer, water, heat, air-conditioning and electricity for the Independent Living Unit, and central wiring for cable television, internet hook-up and telephone hook-up; - emergency alert systems and a security access system monitored by personnel or by electronic devices; - maintenance of all grounds and common areas; - local transportation to designated shopping, banking, planned group events, medical facilities, and other local destinations on a regularly scheduled basis; and - a variety of social, recreational, educational and cultural programs. Under The Advantage package, residents will be provided with the following additional services: - the equivalent of one meal per day at the community dining room (meal equivalents may be used at any time during the month for the Resident's meals or for guest dining, and any unused meal allocations for any calendar month will be forfeited and may not be applied as a credit against meal charges for any other calendar month); and - light housekeeping, vacuuming, dusting, bathroom and kitchen cleaning on a scheduled basis every week, and weekly flat linen service. Additional Services as described below shall be available on a fee-for-service basis: - housekeeping beyond that described above; - laundry service for personal items or more than described above; - transportation beyond that described above; - catering for special occasions; - tray service for meals delivered to the Independent Living Unit; - additional and/or guest meals beyond those described above; - country store purchases; - spa, barber and beauty shop services; - personal training services; - personal and home care services; - Maintenance and repairs for which the Resident is responsible; and - outpatient rehabilitation services. Newbury Court residents transferring to either Rivercrest Wellness and Rehab Center or The Gardens receive a 20% discount on the private pay rate. During the Resident's occupancy in the Memory Support Unit, NEDA will provide the Resident with the services prescribed below in consideration of payment of the monthly fee. The following routine services and amenities are included in the base monthly fee: - three meals daily; served family style in The Gardens country kitchen. Meal credits are not used in The Gardens program. If a Resident is out for a period exceeding 14 days, due to either a planned or unplanned absence, a prorated meal credit, commencing the day of leave, will be calculated into the next billing statement; - laundry services for personal items; one load per week; - weekly light housekeeping services consisting of vacuuming, dusting, cleaning bathroom and kitchen areas; - weekly laundry services of bed linens; - safety checks at each meal; - twenty-four hours of personal assistance per month for bathing, dressing and grooming; - self-Administered Medication Management System for medication reminders and cueing; - specialized program calendar with failure free activities. At least four hours of scheduled programming per day of Enrichment Activities; and - monthly wellness checks, blood pressure screenings and weekly weigh-ins. For an additional charge, as part of the Service Plan or specifically at the Resident's and/or Family request, NEDA offers the following Special Services: - laundry services for personal items beyond service package detail; - tray service for Residents who are ill (no more than four times per month without charge); - additional personal care assistance; limited to one person assist, not to exceed 72 hours per month of care; and - heavy, non-routine housekeeping and maintenance. The Resident may obtain the following Optional Services at the Residence for an additional charge: - guest meals; guests are encouraged to make reservations in the Traditional Assisted Living Restaurant (country kitchen). Reservations must be made with 48 hours notice; - barber and beauty services; - private dining room available for guests along with catering services; and - special outside activities. Financial Assistance Without limiting NEDA's right to terminate the Residency Agreement, if the sole reason for the Resident's failure to pay the monthly fee, or any other amounts due to NEDA under the Residency Agreement (collectively referred to herein as the "Resident's Fee") is due to insufficient funds due to circumstances beyond the control of the Resident, the failure to make such payments will be reviewed by the Executive Director and Business Office (the "Financial Review CommitteE") with the Resident or his/her representatives. If the Resident presents to NEDA facts, which in the Financial Review Committee's sole opinion, justify special financial consideration, NEDA may, but shall not be obligated to do so, partly or wholly subsidize the Resident's Fees; provided however, that such subsidy will not impair the ability of NEDA to attain its objectives while operating on a sound financial basis. NEDA reserves the right to establish conditions to such subsidy. Upon termination of the Residency Agreement, NEDA shall have the right to recover against the Resident or the Resident's estate the aggregate amount of the Resident's Fees that have been subsidized by NEDA, together with interest on the amount of the subsidy at an annual rate equal to the prime rate established by Sovereign Bank or its successor on the effective date of termination plus 1%. Such amount may be deducted by NEDA from the amount of any Entrance Fee Refund that may be payable to the Resident or to his or her assignees or to the Resident's estate under the terms of the Residency Agreement. |
| Form 990, Part VI, Section A, line 2 | THEODORE BARTEN AND IRIS WERBALOWSKY-BARTEN HAVE A FAMILY RELATIONSHIP. Donna Grinnell and Kenneth Grinnell also have a family relationship. |
| Form 990, Part VI, Section A, line 6 | the sole member of the organization is the new england deaconess association - abundant life communities, inc. (EIN 26-0300617), 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 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 15 | 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 are 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 THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, line 9: | Change in Beneficial Interest in Perpetual trust 1,192. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Seashore Point- Deaconess Inc | |||||||||||
| 80 Deaconess Road | Concord | MA | 01742 | 203088564 | 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 | 0 | N/A | |
| THE LELAND HOME | |||||||||||
| 21 NEWTON STREET | WALTHAM | MA | 02453 | 042104385 | RETirement Community | MA | 501(c)(3) | Line 10 | deaCONESS ABUNDANT LIFE COMMUNITIES INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEASHORE POInT condo CONDOMINIUM TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Alden Street | AddressLine1Txt |
| City | Provincetown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383898387 | EIN |
| Primary Activities | Condiminium Trust | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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