LOOMIS SENIOR LIVING INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS SENIOR LIVING INC (EIN 04-3314106)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201423099349301802
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T13:50:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043314106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOMIS SENIOR LIVING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOOM | BusinessNameControlTxt |
| Phone | 4135325325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RSM MCGLADREY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4135325325 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REEDS LANDING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID W SCRUGGS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,540,548 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOOMISCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 42 BED NURSING FACILITY AND RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 219 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,292 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,118 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,968,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,826,914 | CYProgramServiceRevenueAmt |
| PY Investment Income | $163,636 | PYInvestmentIncomeAmt |
| CY Investment Income | $260,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $417,664 | PYOtherRevenueAmt |
| CY Other Revenue | $332,599 | CYOtherRevenueAmt |
| PY Total Revenue | $9,625,472 | PYTotalRevenueAmt |
| CY Total Revenue | $9,539,987 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,933 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,456,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,624,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,113,968 | PYOtherExpensesAmt |
| CY Other Expenses | $6,000,239 | CYOtherExpensesAmt |
| PY Total Expenses | $9,576,319 | PYTotalExpensesAmt |
| CY Total Expenses | $10,626,972 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,086,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,887,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,870,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,856,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,868,660 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,030,533 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,742 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,380,036 | ExpenseAmt |
| Grant | $2,000 | GrantAmt |
| Revenue | $8,936,807 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $8,380,036 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 219 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | DAVID SCRUGGS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135325325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID HEALEY | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY SORDILI | ||||||||
| CHAIR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY EDDY | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE GASS | ||||||||
| DIRECTOR (UNTIL MAY 2013) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN HALPERN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA LAWRENCE | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN MCINTOSH | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VENUS ROBINSON | ||||||||
| VICE CHAIR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY-ANNE STEARNS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN STEIGER | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SENECAL | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GALE MCGLUNG | ||||||||
| DIRECTOR (UNTIL MAY 2013) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG SHEEHAN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN SULLIVAN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY MACMILLAN STEVENS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM PRATT | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD STEIGER | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W SCRUGGS | ||||||||
| PRESIDENT/ CEO | 10.00 | 30.00 | $0 | $203,494 | $13,058 | Yes (X) | ||
| MARGARET R MANTONI | ||||||||
| CFO/TREASURER/ASSISTANT CLERK | 10.00 | 30.00 | $0 | $168,764 | $20,998 | Yes (X) | ||
| PETER CONNOR | ||||||||
| CLERK | 2.00 | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY GODBOUT | ||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $112,816 | $0 | $11,406 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,816 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $372,258 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,462 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICES | $820,811 |
| GENESIS ELDERCARE REHAB SERVICES | |||||
| 200 NORTHPOINTE CIRCLE | SEVEN FIELDS | PA | 16046 | THERAPY SERVICES | $403,550 |
| STEWART CONSTRUCTION INC | |||||
| 24 PEARL STREET | ESSEX JUNCTION | VT | 05452 | CONSTRUCTION SERVICES | $355,737 |
| GCS ENTERPRISES | |||||
| 21 GREENOUGH CROSSING | DEERFIELD | MA | 01342 | PAINTING SERVICES | $316,423 |
| B-G MECHANICAL SERVICE | |||||
| 12 SECOND AVENUE | CHICOPEE | MA | 01020 | MECHANICAL SERVICES | $145,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,886 | FundraisingAmt |
| All Other Contributions | $116,232 | AllOtherContributionsAmt |
| Total Contributions | $120,118 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | $4,501,083 | $4,501,083 |
| MEDICARE PAYMENTS | 623000 | $2,139,417 | $2,139,417 |
| NET PATIENT SERVICE RE | 623000 | $1,521,489 | $1,521,489 |
| AMORT. OF ENTRANCE FEE | 623990 | $664,925 | $664,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,826,914 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,361 | TotalRevenueColumnAmt |
| Exclusion | $58,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,735 | SecuritiesAmt |
| Other | $9,260 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,735 | SecuritiesAmt |
| Other | $9,260 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,995 | TotalRevenueColumnAmt |
| Exclusion | $201,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $561 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,886 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $561 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEALS | 900099 | $107,946 | $53,568 | $54,378 |
| SUPPLIES REVENUE | 722210 | $51,464 | $51,464 | |
| PRIVATE DUTY HOME CARE | 453220 | $36,516 | $36,516 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,809 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $116,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $332,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,539,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,936,807 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,062 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,843,639 | TotalAmt |
| Program Services | $3,537,189 | ProgramServicesAmt |
| Management And General | $306,450 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,783 | TotalAmt |
| Program Services | $37,260 | ProgramServicesAmt |
| Management And General | $6,523 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,190 | TotalAmt |
| Program Services | $321,231 | ProgramServicesAmt |
| Management And General | $32,959 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,121 | TotalAmt |
| Program Services | $351,850 | ProgramServicesAmt |
| Management And General | $31,271 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,941 | TotalAmt |
| Program Services | $46,071 | ProgramServicesAmt |
| Management And General | $426,989 | ManagementAndGeneralAmt |
| Fundraising | $14,881 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,613 | TotalAmt |
| Management And General | $9,613 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,631 | TotalAmt |
| Management And General | $35,631 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,320 | TotalAmt |
| Program Services | $561,320 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,073 | TotalAmt |
| Management And General | $631,073 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,589 | TotalAmt |
| Management And General | $88,589 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,987 | TotalAmt |
| Management And General | $15,987 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,600 | TotalAmt |
| Program Services | $837,600 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718 | TotalAmt |
| Management And General | $1,718 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,129 | TotalAmt |
| Management And General | $249,129 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,868 | TotalAmt |
| Program Services | $768,868 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,134 | TotalAmt |
| Program Services | $2,308 | ProgramServicesAmt |
| Management And General | $193,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $508,216 | $508,216 |
| THERAPIES | $497,564 | $497,564 |
| DRUGS & MEDICAL SUPPLIE | $168,312 | $168,312 |
| SUPPLIES & EQUIPMENT | $126,447 | $126,447 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,097 | TotalAmt |
| Program Services | $613,800 | ProgramServicesAmt |
| Management And General | $202,297 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,626,972 | TotalAmt |
| Program Services | $8,380,036 | ProgramServicesAmt |
| Management And General | $2,232,055 | ManagementAndGeneralAmt |
| Fundraising | $14,881 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,376 | BOYAmt |
| EOY | $309,192 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,791 | BOYAmt |
| EOY | $836,627 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,507 | BOYAmt |
| EOY | $140,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,519,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,776,132 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,159,014 | BOYAmt |
| EOY | $19,743,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,029 | BOYAmt |
| EOY | $2,221,299 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,205 | BOYAmt |
| EOY | $619,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,887,422 | BOYAmt |
| EOY | $23,870,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,687 | BOYAmt |
| EOY | $829,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,895,808 | BOYAmt |
| EOY | $12,424,813 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,185,471 | BOYAmt |
| EOY | $4,074,964 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,086,923 | BOYAmt |
| EOY | $6,539,420 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,856,889 | BOYAmt |
| EOY | $23,868,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,943 | BOYAmt |
| EOY | -$11,211 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,590 | BOYAmt |
| EOY | $12,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,533 | BOYAmt |
| EOY | $1,742 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,887,422 | BOYAmt |
| EOY | $23,870,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,086,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,127 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,067 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 Minus3 Years | $142,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,679 | CurrentTaxYearAmt |
| Total | $388,645 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,595,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,353,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,171,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,129,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,936,807 | CurrentTaxYearAmt |
| Total | $40,186,332 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,595,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,496,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,219,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,205,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,057,486 | CurrentTaxYearAmt |
| Total | $40,574,977 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,574,977 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,361 | CurrentTaxYearAmt |
| Total | $279,400 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,361 | CurrentTaxYearAmt |
| Total | $279,400 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $234,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,706 | CurrentTaxYearAmt |
| Total | $996,700 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,651,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,779,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,546,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,534,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,338,553 | CurrentTaxYearAmt |
| Total | $41,851,077 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00680 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,030,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,303,296 | DepreciationAmt |
| Book Value | $18,726,996 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,420,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $472,836 | DepreciationAmt |
| Book Value | $947,822 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,237 | OtherCostOrOtherBasisAmt |
| Book Value | $68,237 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,743,055 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO LOOMIS HOUSE, INC. | $598,594 |
| DUE TO LOOMIS COMMUNITIES, INC. | $5,836,053 |
| LIABILITY UNDER CHARITABLE GIFT ANNUITIES | $22,233 |
| REFUNDABLE DEPOSITS | $82,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,539,420 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,583,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $56,127 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$13,375 | OtherRevenueAmt |
| Revenue Not Reported | $42,752 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,540,548 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$561 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$561 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,539,987 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,612,091 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $561 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $561 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,611,530 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $15,442 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $15,442 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,626,972 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,067. PHILANTHROPY EXPENSES NETTED WITH REVENUE ON AUDITED FS -15,442. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -561. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 561. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PHILANTHROPY EXPENSES NETTED WITH REVENUE ON AUDITED FS 15,442. |
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 | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID W SCRUGGS | ||||||||||||||
| PRESIDENT/ CEO | $0 | $195,674 | $0 | $7,347 | $0 | $473 | $0 | $6,149 | $0 | $6,909 | $0 | $216,552 | $0 | $0 |
| MARGARET R MANTONI | ||||||||||||||
| CFO/TREASURER/ASSISTANT CLERK | $0 | $158,778 | $0 | $9,710 | $0 | $276 | $0 | $5,236 | $0 | $15,762 | $0 | $189,762 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THOMAS SENECAL, DIRECTOR OF LSL, IS THE CFO OF THE BANK | RelationshipDescriptionTxt |
| Transaction | $198,134 | TransactionAmt |
| Transaction | INTEREST PAID ON THE BANK LOAN | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2,067. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |