2017-11-15T09:25:31-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2016-01-01 454741875 COLONY CARE SENIOR LIVING INC COLO 4137331517 439 UNION STREET SPRINGFIELD MA 01105 ALAN POPP PRESIDENT & CEO 4137331517 2017-11-14 1 JUDY DALEY P01294075 6179848100 2017-11-13 67.137.57.251 2017-11-14 11:43:11 ES P 499B49BEE9E95068E93680D69C996EB6A62D8814 A78F1062FA74E90C671D16910DB17AD2D08C9BAB 2016 2017-02-10 21:41:12Z X ALAN POPP 439 UNION STREET SPRINGFIELD MA 01105 1163915 0 X HTTP://COLONYCAREATHOME.COM/ X 2015 MA TO PROVIDE HOME CARE SERVICES TO AND FOR THE ELDERLY AND PEOPLE WITH SHORT OR LONG TERM ILLNESS OR DISABILITY. 9 8 111 9 0 0 0 2440 568819 1161475 0 0 0 0 568819 1163915 0 0 0 0 439426 828969 0 0 0 117909 217822 557335 1046791 11484 117124 337910 333264 874119 752349 -536209 -419085 X THE ORGANIZATION'S MISSION IS TO PROVIDE HOME CARE SERVICES TO AND FOR THE ELDERLY AND PEOPLE WITH SHORT OR LONG TERM ILLNESS OR DISABILITY. 0 1 810183 1161475 HOME CARE SERVICES - PROVIDES SENIOR CARE, HOME COMPANIONS AND FAMILY RESPITE CARE, BOTH IN-FACILITY AND AT-HOME. THE ORGANIZATION PROVIDED MORE THAN 50,000 HOURS OF SERVICES TO CLIENTS IN 2016. 810183 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 4 0 1 111 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X ALAN POPP 4134551122 439 UNION STREET SPRINGFIELD MA 01105 ALAN POPP PRESIDENT & CEO 10.00 50.00 X X 0 171367 9560 JOHN MORSE CHAIR 1.00 1.00 X X 0 0 0 PAUL MARCHESE VICE CHAIR 1.00 1.00 X X 0 0 0 ALLISON EBNER SECRETARY 1.00 1.00 X X 0 0 0 BETH DESOUSA CPA TREASURER 1.00 1.00 X X 0 0 0 MANUEL AMNDRADE ESQ TRUSTEE 1.00 1.00 X 0 0 0 MARY BETH DOWD TRUSTEE 1.00 1.00 X 0 0 0 ARLENE PUTNAM TRUSTEE 1.00 1.00 X 0 0 0 SR EILEEN SULLIVAN TRUSTEE 1.00 1.00 X 0 0 0 0 171367 9560 0 0 1 0 0 2440 2440 PATIENT SERVICE REVENUE 624100 1161475 1161475 1161475 1163915 1161475 0 0 726387 633857 92530 3066 920 2146 19096 15252 3844 80420 71609 8811 87167 21792 65375 21842 21842 4184 4184 8052 8052 49682 30593 19089 1408 1408 4959 2432 2527 21657 21583 74 3158 2211 947 7196 7196 MISCELLANEOUS 5952 5952 MEMBERSHIP DUES 1284 474 810 TAXES 1281 1281 1046791 810183 236608 0 182765 95010 141412 225170 20 98 5438 8169 15793 10976 7975 4817 300 0 337910 333264 31005 45558 843114 706791 874119 752349 X -536209 -419085 -536209 -419085 337910 333264 117124 0 X 0 1 X 1 0 X 2440 2440 568819 1161475 1730294 568819 1163915 1732734 0 0 0 1732734 568819 1163915 1732734 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION IS FILING A SHORT YEAR RETURN. 15793 10976 4817 4817 RELATED PARTY LOANS 706791 706791 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION'S 2016 TAX YEAR IS OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 ALAN POPP PRESIDENT & CEO 0 171367 0 0 0 0 0 0 0 9560 0 180927 0 0 PART I, LINE 3 ALAN POPP, CEO/PRESIDENT, PERFORMS MANAGEMENT DUTIES BUT HIS SALARY & BENEFITS ARE PAID OUT OF A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC. THE CEO'S COMPENSATION IS DETERMINED, DOCUMENTED, AND APPROVED BY A COMPENSATION COMMITTEE. CINDY POPP SPOUSE OF PRESIDENT & CEO 17089 BOOKKEEPING SERVICES 0 FORM 990, PART III, LINE 3 THE ORGANIZATION ENGAGED IN TWO ADDITIONAL THIRD-PARTY CONTRACTS WITH MERCY-LIFE AND VETERAN'S ADMINISTRATION, AND WILL CONTINUE SUPPLYING THE SAME HOME CARE SERVICES TO THE ELDERLY. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BY-LAWS TO LIMIT RE-ELECTION AFTER SERVING TWO CONSECUTIVE TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DELEGATES THE FINANCE COMMITTEE WITH RESPONSIBILITY FOR REVIEW OF THE FORM 990. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS SHALL DISCLOSE FAMILY OR BUSINESS RELATIONSHIPS WITH OTHER OFFICERS. FOR THIS PURPOSE, THE FAMILY OF AN INDIVIDUAL INCLUDES ONLY HIS OR HER SPOUSE, ANCESTORS, BROTHERS AND SISTERS (WHERE WHOLE OR HALF-BLOOD), CHILDREN (WHETHER NATURAL OR ADOPTED), GRANDCHILDREN AND SPOUSES OF BROTHERS, SISTERS, CHILDREN AND GRANDCHILDREN. ANNUALLY, TRUSTEES SHALL DISCLOSE FAMILY AND BUSINESS INTERESTS THAT COULD ARISE TO A CONFLICT OF INTEREST. A REPORT OF SUCH DISCLOSURES(S) SHALL BE MADE TO THE FULL BOARD OF TRUSTEES, AND SAID REPORT SHALL BE APPENDED TO THE MINUTES OF THE MINUTES AT THE MEETING AT WHICH THE REPORT IS MADE. NO CONFLICT OF INTEREST EXISTS WHEN, AFTER FULL DISCLOSURE OF THE POTENTIAL FOR A CONFLICT, THE BOARD OR MANAGEMENT UNDERTAKES AN ACTION THAT PROVIDES PERSONAL BENEFIT TO A TRUSTEE OR CORPORATOR, OR A FAMILY MEMBER OF A TRUSTEE OR CORPORATOR, OR BUSINESS IN WHICH THE TRUSTEE OR CORPORATOR HAS A FINANCIAL INTEREST, WHEN SUCH ACTION PROVIDES FAIR AND REASONABLE EXCHANGE FOR GOODS OR SERVICES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO IS DETERMINED AND PAID OUT BY A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC. THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE THROUGH AN ANNUAL REVIEW WHICH IS REPORTED AND DOCUMENTED TO THE BOARD. PAYMENTS BY A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC., BEGAN ON NOVEMBER 1, 2016. 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. MASON WRIGHT FOUNDATION INC 439 UNION STREET SPRINGFIELD MA 01105 042105936 TO PROVIDE HOUSING & DAILY LIVING SERVICES FOR LOW INCOME ELDERLY PEOPLES MA 501(C)(3) PF N/A 0 MASON WRIGHT SENIOR LIVING INC 439 UNION STREET SPRINGFIELD MA 01105 471890506 OPERATE ASSISTED LIVING FACILITY MA 501(C)(3) LINE 1 MASON WRIGHT FOUNDATION INC 0 MASON WRIGHT RETIREMENT COMMUNITY LP 439 UNION STREET SPRINGFIELD MA 01105 043399634 OPERATE ASSISTED LIVING FACILITY MA MASON WRIGHT SENIOR LIVING INC 0 0 JOE RIGA LLC 439 UNION STREET SPRINGFIELD MA 01105 TO HOLD LAND MA MASON WRIGHT FOUNDATION INC 0 0 MASON WRIGHT RETIREMENT COMMUNITY INC 439 UNION STREET SPRINGFIELD MA 01105 043395012 OPERATE A SENIOR LIVING COMMUNITY MA MASON WRIGHT FOUNDATIONINC C 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0