2015-09-29T15:26:20-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2014-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE TREASURER 7817621270 2015-09-21 1 JUDY DALEY P01294075 6179848100 2015-09-15 2014 2016-03-07 17:11:31Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 5159009 0 X WWW.HALEBARNARD.ORG X 1965 MA THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE- A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 17 17 29 150 0 0 102598 115016 2007463 2029434 733841 506639 3490 16546 2847392 2667635 0 0 0 0 1078770 1069495 7070 19363 19363 1203831 1282311 2289671 2371169 557721 296466 10080169 10376977 481074 376456 9599095 10000521 X THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE- A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 1787687 1993055 HALE HOUSE REST HOME - LEVEL-4 REST HOME FACILITY. THE HOME'S GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 137316 52925 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 1925003 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 29 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MS JULIANA M COYLE TREASURER 6175363726 273 CLARENDON STREET BOSTON MA 02116 X REV STEPHEN KENDRICK PRESIDENT 1.00 X X 0 0 0 JANE BRESCHARD WILSON VICE PRESIDENT 1.00 X X 0 0 0 JULIANA M COYLE TREASURER 1.00 X X 0 0 0 HOWARD FUGUET CLERK 1.00 X X 0 0 0 BARBARA E BOWEN DIRECTOR 1.00 X 0 0 0 FAY DABNEY DIRECTOR 1.00 X 0 0 0 ROCHELLE LITE DIRECTOR 1.00 X 0 0 0 REBEKAH K RICHARDSON DIRECTOR 1.00 X 0 0 0 ELEANOR WILLIAMS DIRECTOR 1.00 X 0 0 0 MARGARET MCISAAC DIRECTOR 1.00 X 0 0 0 MARY LOU MCCLEAN DIRECTOR 1.00 X 0 0 0 MARGARET MOODY DIRECTOR 1.00 X 0 0 0 WILLIAM SPRING DIRECTOR 1.00 X 0 0 0 DALIA AL-OTHMAN DIRECTOR 1.00 X 0 0 0 MEREDITH L HARRON DIRECTOR 1.00 X 0 0 0 JOSHUA HEAPES DIRECTOR 1.00 X 0 0 0 CLAUDIA R DIBLASI DIRECTOR 1.00 X 0 0 0 TRACEY CRAVEDI EXECUTIVE DIRECTOR 40.00 X 86555 0 4327 86555 0 4327 0 0 0 0 UNIDINE CORPORATION 1000 WASHINGTON STREET BOSTON MA 02118 DINING SERVICES 514451 ROGERSON COMMUNITIES INC 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT SERVICES 108743 2 115016 115016 RESIDENT RELATED REVENUE 623000 1976509 1976509 BARNARD SERVICE REVENUE 623000 52925 52925 2029434 159525 159525 2838488 2491374 347114 347114 347114 MISCELLANEOUS REVENUE 623000 16546 16546 16546 2667635 2045980 0 506639 86555 86555 809378 708228 101150 27237 21531 5706 55940 44220 11720 90385 73996 16389 118743 118743 18504 18504 19363 19363 45859 45859 53722 53722 7868 7868 33978 33978 22177 22177 135616 135616 804 804 111645 111645 51201 51201 FOOD 514452 514452 HOUSEKEEPING PURCHASED 80195 80195 SUPPLIES 50546 50546 MISCELLANEOUS EXPENSE 37001 37001 2371169 1925003 426803 19363 159072 90610 7496 10821 70276 64247 93443 95558 3770710 2790910 1030171 979800 8443933 8839584 250 250 275528 296107 10080169 10376977 227345 97450 253729 279006 481074 376456 X 9375250 9754389 101040 123327 122805 122805 9599095 10000521 10080169 10376977 296466 104960 0 X 0 1 X 1 0 X 134323 97670 264400 102598 115016 714007 1825766 1911236 1917520 2007463 2029434 9691419 1960089 2008906 2181920 2110061 2144450 10405426 96600 70150 228100 53100 95100 543050 0 96600 70150 228100 53100 95100 543050 9862376 132649 136967 153054 129972 159525 712167 132649 136967 153054 129972 159525 712167 2487 4446 29432 3490 16546 56401 2095225 2150319 2364406 2243523 2320521 11173994 0.88260 0.88830 0.06370 0.06420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 223845 22570 283 246132 211359 29441 16955 223845 200892 16125 5658 211359 198674 6200 5567 9549 200892 180984 25000 17781 25091 198674 0.00000 0.49890 0.50110 0 0 100000 100000 3212680 2424721 787959 458030 366189 91841 979800 RESIDENT DEPOSITS 279006 279006 X 2726736 104960 -45859 59101 2667635 0 2667635 2325310 0 2325310 45859 45859 2371169 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. 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. SHOULD THE STATUS OF THE ORGANIZATION BE CHALLENGED IN THE FUTURE, ITS 2011 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF INVESTMENT FEES -45,859. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INVESTMENT FEES 45,859. X 1 LAURA HAAS 16 FAIRMOUNT AVENUE SOMERVILLE MA 02144 GRANT WRITER 0 0 0 19363 19363 MA FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS & FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FIRST CHURCH IN BOSTON 66 MARLBOROUGH STREET BOSTON MA 02116 237230037 RELIGIOUS ORGANIZATION MA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0