2015-11-12T17:36:09-06:00 2014-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2014-01-01 043314106 LOOMIS SENIOR LIVING INC LOOM 4135325325 807 WILBRAHAM ROAD SPRINGFIELD MA 01109 MARGARET MANTONI CFO/TREASURER/ASST CLERK 4135325325 2015-10-30 1 JOSEPH GISO P00030126 6177610600 2015-10-29 2014 2016-04-25 22:37:26Z REEDS LANDING DAVID W SCRUGGS 807 WILBRAHAM ROAD SPRINGFIELD MA 01109 9895525 0 X WWW.LOOMISCOMMUNITIES.ORG X 1996 MA 42 BED NURSING FACILITY AND RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. 17 15 212 25 0 0 120118 48863 8826914 9336569 260356 159750 332599 350343 9539987 9895525 2000 2000 0 0 4624733 4427091 0 0 20417 6000239 6052791 10626972 10481882 -1086985 -586357 23870402 24056983 23868660 24724910 1742 -667927 THE MISSION OF THE LOOMIS ORGANIZATION IS TO ENRICH THE LIVES OF SENIORS BY PROVIDING A CONTINUUM OF HIGH QUALITY SERVICES WHICH PROMOTES INDEPENDENCE AND MEETS THE CHANGING NEEDS OF PEOPLE THROUGHOUT THE AGING PROCESS. 0 0 8234549 2000 9686912 LOOMIS SENIOR LIVING IS A 42-BED NURSING FACILITY AND A RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. THE RETIREMENT COMMUNITY CONSISTS OF 120 INDEPENDENT LIVING UNITS AND 54 ASSISTED LIVING UNITS. 8234549 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 0 1 0 0 0 0 0 1 0 0 0 1 0 0 212 1 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MARGARET MANTONI 4135325325 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 VENUS ROBINSON CHAIR 2.00 4.00 X 0 0 0 KAY SORDILLO CHAIR 2.00 4.00 X 0 0 0 STEVE CORRIGAN DIRECTOR 1.00 2.00 X 0 0 0 NANCY EDDY DIRECTOR 1.00 2.00 X 0 0 0 DR NORMAN HALPERN DIRECTOR 1.00 2.00 X 0 0 0 DAVID HEALEY DIRECTOR 1.00 2.00 X 0 0 0 SARA LAWRENCE DIRECTOR 1.00 2.00 X 0 0 0 BETSY MACMILLAN STEVENS DIRECTOR 1.00 2.00 X 0 0 0 DR ANN MCINTOSH DIRECTOR 1.00 2.00 X 0 0 0 ANTHONY PELLEGRINO DIRECTOR 1.00 2.00 X 0 0 0 THOMAS PRATT DIRECTOR 1.00 2.00 X 0 0 0 THOMAS SENECAL DIRECTOR 1.00 2.00 X 0 0 0 GREG SHEEHAN DIRECTOR 1.00 2.00 X 0 0 0 MARY-ANNE STEARNS DIRECTOR 1.00 2.00 X 0 0 0 EDWARD STEIGER DIRECTOR 1.00 2.00 X 0 0 0 JOAN STEIGER DIRECTOR 1.00 2.00 X 0 0 0 MEGHAN SULLIVAN DIRECTOR 1.00 2.00 X 0 0 0 DAVID W SCRUGGS PRESIDENT/CEO 30.00 10.00 X 0 235614 13806 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 30.00 10.00 X 0 186050 20225 PETER CONNOR CLERK 2.00 4.00 X 0 0 0 KAREN JACKSON COO 1.00 41.00 X 0 161083 16176 0 582747 50207 0 0 1 0 SODEXHO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1096620 GENESIS ELDERCARE REHAB SERVICES 200 NORTHPOINTE CIRCLE SEVEN FIELDS PA 16046 THERAPY SERVICES 646662 HEALTH NEW ENGLAND ONE MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 MEDICAL SERVICES 513922 WMECO PO BOX 2010 WEST SPRINGFIELD MA 010902010 UTILITIES 423029 CITY OF SPRINGFIELD 36 COURT ST SPRINGFIELD MA 01103 UTILITIES 333935 10 48863 48863 RESIDENT SERVICES 623000 4789002 4789002 NET PATIENT SERVICE RE 623000 2509178 2509178 NET PATIENT SERVICE RE 623000 1420019 1420019 AMORT. OF ENTRANCE FEE 623990 562021 562021 PRIVATE DUTY/HOMECARE 623990 56349 56349 9336569 52829 52829 105086 1835 0 0 105086 1835 106921 106921 MEAL PLANS 900099 154338 154338 CABLE & COMMUNICATIONS 900099 82829 82829 SUPPLIES REVENUE 722210 55446 55446 57730 57730 350343 9895525 9686912 0 159750 2000 2000 3750573 3503308 247265 46929 41643 5286 314199 289809 24390 315390 290160 25230 587380 47233 519730 20417 5967 5967 39805 39805 7752 7752 569492 569492 675661 675661 99006 99006 14018 14018 839179 839179 1584 1584 237917 237917 849456 849456 220308 2308 218000 FOOD 541783 541783 THERAPIES 505431 505431 DRUGS & MEDICAL SUPPLIE 150855 150855 MINOR EQUIPMENT 105944 105944 601253 495948 105305 10481882 8234549 2226916 20417 500 500 309192 589593 836627 1013518 140328 138669 22951311 3625589 19743055 19325722 2221299 2335373 619401 653608 23870402 24056983 829463 790364 12424813 14203428 4074964 3922431 6539420 5808687 23868660 24724910 X -11211 -676790 12953 8863 1742 -667927 23870402 24056983 X -586357 -78465 -4847 X 0 1 X 1 0 X 142297 48915 76754 120679 48863 437508 9353837 9171017 9129022 8936807 9686912 46277595 9496134 9219932 9205776 9057486 9735775 46715103 0 0 0 46715103 48846 76225 71188 58361 52829 307449 48846 76225 71188 58361 52829 307449 234794 250739 257522 222706 965761 9779774 9546896 9534486 9338553 9788604 47988313 0.97350 0.96950 0.00640 0.00670 X 21470908 2984777 18486131 1461957 640812 821145 18446 18446 19325722 DUE TO LOOMIS HOUSE, INC. 599456 DUE TO LOOMIS COMMUNITIES, INC. 5047481 LIABILITY UNDER CHARITABLE GIFT ANNUITIES 24250 REFUNDABLE DEPOSITS 137500 5808687 X 9804461 -78465 -4847 -83312 9887773 7752 7752 9895525 10474130 0 10474130 7752 7752 10481882 PART X, LINE 2: THE ORGANIZATION ACCOUNT FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO THEIR INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATOIN IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -4,847. X X X 0 0 0 1 1 1 1 0 0 DAVID W SCRUGGS PRESIDENT/CEO 0 228648 0 6450 0 516 0 3473 0 10333 0 249420 0 0 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 0 175870 0 9904 0 276 0 5065 0 15160 0 206275 0 0 KAREN JACKSON COO 0 152871 0 7428 0 784 0 4762 0 11414 0 177259 0 0 PART I, LINE 5 THE VARIABLE COMPENSATION PACKAGE FOR THE CEO, CFO, DIRECTOR OF OPERATIONS, MARKETING DIRECTOR, DEVELOPMENT DIRECTOR AND THE ADMINISTRATORS INCLUDE A PERCENTAGE FOR ACHIEVING BUDGETS, WHICH HAVE A REVENUE COMPONENT TO THEM. THE COMPENSATION IS NOT TIED DIRECTLY TO REVENUE ON ITS OWN. PART I, LINE 6 THE VARIABLE COMPENSATION PACKAGE FOR THE CEO, CFO, DIRECTOR OF OPERATIONS, MARKETING DIRECTOR, DEVELOPMENT DIRECTOR AND THE ADMINISTRATORS INCLUDE A PERCENTAGE FOR ACHIEVING BUDGETS, WHICH ARE BASED ON NET EARNINGS. THE COMPENSATION IS NOT TIED DIRECTLY TO NET EARNINGS ON ITS OWN. PEOPLES BANK THOMAS SENECAL, DIRECTOR OF LSL, IS THE CFO OF THE BANK INTEREST PAID ON THE BANK LOAN 0 FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY PERTINENT COMMENTS OR RECOMMENDATIONS ARE PRESENTED BY THOSE COMMITTEES TO THE FULL BOARD. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE FORM 990; AND IT IS POSTED ON THE ORGANIZATION'S WEB SITE FOR ACCESS BY MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C IN MAY OF EACH YEAR, FOLLOWING THE ANNUAL MEETING, EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY, AND A FORM ON WHICH TO INDICATE ANY KNOWN OR POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. BOARD MEMBERS ARE ASKED TO SIGN THE POLICY ITSELF, AND TO COMPLETE THE FORM REQUESTING ANY CONFLICTS OR DUALITIES. AT THE BOARD OF DIRECTORS MEETING IN JUNE OF EACH YEAR, EACH BOARD MEMBER RECEIVES A COPY OF EVERY OTHER BOARD MEMBER'S SIGNED FORMS; IF THERE ARE ANY CONFLICTS OR DUALITIES, THEY ARE DISCLOSED TO THE FULL BOARD. IF THERE IS A BOARD MEMBER WITH A CONFLICT RELATED TO A PARTICULAR DISCUSSION OR VOTE, THAT BOARD MEMBER EXCUSES HIM OR HERSELF FROM THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO, BOTH FOR PERFORMANCE AND FOR COMPENSATION. THE CEO SUBMITS A SELF-EVALUATION AND REPORTS ON ACHIEVEMENT OF GOALS ESTABLISHED FOR THE PRIOR YEAR; ALL BOARD MEMBERS PROVIDE FEEDBACK. THE COMPENSATION COMMITTEE CONDUCTS A REVIEW OF SALARIES AND BENEFITS FOR POSITIONS COMPARABLE TO THE CEO. SOURCES FOR THE INFORMATION INCLUDE, BUT ARE NOT LIMITED TO: WAGE SURVEYS FROM THE ORGANIZATION'S STATE AND NATIONAL MEMBERSHIP ORGANIZATIONS; LOCAL EMPLOYERS' ASSOCIATION WAGE SURVEYS; PRIVATE WAGE SURVEYS FROM CONSULTANTS AND COLLEAGUES; WAGES AS REPORTED ON OTHER ORGANIZATIONS' FORM 990S; INFORMATION FROM INDEPENDENT AUDITOR. THE COMPENSATION COMMITTEE PRESENTS ITS RECOMMENDATION FOR CEO SALARY AND BENEFITS TO THE FULL BOARD FOR DISCUSSION AND VOTE. THE CEO PRESENTS ANNUALLY TO THE FULL BOARD OF DIRECTORS A SPREADSHEET WITH THE CURRENT SALARIES AND BENEFITS OF EACH MEMBER OF SENIOR MANAGEMENT: CFO, DIRECTOR OF OPERATIONS, DIRECTOR OF MARKETING, DIRECTOR OF DEVELOPMENT, AND THE ADMINISTRATORS OF THE ORGANIZATIONS, ALONG WITH RECOMMENDATIONS FOR ANY CHANGES IN SALARIES AND BENEFITS. COMPARABLE SALARIES FOR THESE POSITIONS ARE INCLUDED, OBTAINED FROM INFORMATION AS DESCRIBED ABOVE. THE FULL BOARD OF DIRECTORS VOTES TO APPROVE THESE SALARIES AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -4,847. LOOMIS COMMUNITIES INC 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 042706070 ASSISTED & INDEPENDENT LIVING FACILITIES MA 501(C)(3) LINE 9 N/A 0 LOOMIS HOUSE INC 298 JARVIS AVENUE HOLYOKE MA 01040 042108366 NURSING HOME MA 501(C)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1