BOSTON HOME INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON HOME INC (EIN 04-2103905)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-02
- IRS object ID
- 201302759349300675
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-02T12:25:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103905 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6178253905 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARVA SEROTKIN | Name |
| Title | CEO | Title |
| Phone | 6178253905 | Phone |
| Date Signed | 2013-09-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DILLAN | Name |
| PTIN | P01688008 | PTIN |
| Phone | 6179848100 | Phone |
| Date Prepared | 2013-09-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARVA SEROTKIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14436548 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEBOSTONHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE BOSTON HOME, INC. SEEKS TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF ADULTS WITH ADVANCED PROGRESSIVE NEUROLOGICAL DISEASES, INCLUDING MULTIPLE SCLEROSIS, THROUGH EXCEPTIONAL CLINICAL CARE, COMPASSION AND INNOVATIVE PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 248 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 18200 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 512007 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 411477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9558259 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9712544 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4554435 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1569384 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8226 | OtherRevenuePriorYear |
| Other Revenue Current Year | -16855 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14632927 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11676550 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8323018 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9063720 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 170208 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4399005 | OtherExpensePriorYear |
| Other Expenses Current Year | 3629129 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12722023 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12692849 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1910904 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1016299 | RevenuesLessExpensesCY |
| Total Assets BOY | 64307067 | TotalAssetsBOY |
| Total Assets EOY | 67381933 | TotalAssetsEOY |
| Total Liabilities BOY | 18006709 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17772327 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46300358 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49609606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BOSTON HOME, INC. SEEKS TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF ADULTS WITH ADVANCED PROGRESSIVE NEUROLOGICAL DISEASES, INCLUDING MULTIPLE SCLEROSIS, THROUGH EXCEPTIONAL CLINICAL CARE, COMPASSION AND INNOVATIVE PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11132916 | Expense |
| Revenue | 9739868 | Revenue |
| Description | FOUNDED IN 1881, THE BOSTON HOME IS A NOT-FOR-PROFIT, SPECIALIZED RESIDENCE AND CENTER FOR CARE FOR ADULTS WITH ADVANCED PROGRESSIVE NEUROLOGICAL DISEASES INCLUDING MULTIPLE SCLEROSIS. WE HAVE BEEN DESIGNATED A "CENTER FOR EXCELLENCE IN LONG TERM CARE" BY THE NATIONAL MULTIPLE SCLEROSIS SOCIETY AND ARE THE ONLY FACILITY OF OUR KIND IN NEW ENGLAND AND ONE OF ONLY A FEW IN THE UNITED STATES. THE BOSTON HOME INSTITUTE ADVANCES STANDARDS FOR CARE THROUGH RESEARCH, EDUCATION AND ADVOCACY.THE BOSTON HOME'S OUTPATIENT WHEELCHAIR SEATING CLINIC BRINGS TOGETHER PHYSICAL THERAPISTS, VENDORS AND ADAPTIVE TECHNOLOGY SPECIALISTS WHO WORK WITH COMPLEX REHABILITATION CLIENTS TO PRESCRIBE, ORDER AND CUSTOMIZE WHEELCHAIRS. B.FIT!, OUR SOCIAL DAY PROGRAM, PROVIDES PARTICIPANTS WITH A SAFE AND SOCIALLY ENRICHING ENVIRONMENT WHERE THEY HELP SHAPE A SCHEDULE OF ACTIVITIES DESIGNED TO ACHIEVE AND MAINTAIN MAXIMUM LEVELS OF PERSONAL INDEPENDENCE. THE BOSTON HOME'S WHEELCHAIR ENHANCEMENT CENTER (WEC) PROVIDES THE GREATER BOSTON DISABLED COMMUNITY WITH A RESOURCE FOR CUSTOMIZED WHEELCHAIR SOLUTIONS, EMERGENCY WHEELCHAIR REPAIRS AND SERVICE REFERRALS FOR THE MYRIAD OF MOBILITY EQUIPMENT AND TECHNOLOGICAL ADAPTATIONS NOW BEING USED. IN 2012, THE NATIONAL MAGAZINE PUBLISHER MCKNIGHT'S LONG-TERM CARE NEWS & ASSISTED LIVING AWARDED THE BOSTON HOME ITS GOLD AWARD IN THE INNOVATOR OF THE YEAR CATEGORY IN THE MCKNIGHT'S TECHNOLOGY AWARDS - CONNECT OUR WORLD FOR ITS WHEELCHAIR ENHANCEMENT CENTER | Description |
| Total Program Service Expense | 11132916 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 248 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCIS R MURPHY III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173264294 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 DORCHESTER AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CINDY BAGLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBRA FRANKEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR LEIGH HOCHBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH COLBURN-MORAITES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HOLLY G BURNES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES SEIDE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE T BARRY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN F HANNON | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| JOHN WOODARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JONATHAN M BOCKIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEFINA MARTINEZ STAMATOS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KAREN QUIGLEY | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| KURT A ROCKSTROH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARIBETH MCKENZIE MACDONALD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY BECKMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAUREEN FEENEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA A ROSS | |||||||
| CLERK | 1.00 | X | 0 | 0 | 0 | X | |
| RANDOLPH G HAWTHORNE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBIN ATLAS MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RONALD ROSENBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR HINDMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARVA SEROTKIN | |||||||
| PRESIDENT AND CEO | 40.00 | 166062 | 0 | 2045 | X | ||
| FRANCIS R MURPHY III | |||||||
| CFO | 40.00 | 143912 | 0 | 5160 | X | ||
| CYNTHIA WALSH | |||||||
| DIRECTOR OF CLINICAL SERVICES | 40.00 | 114484 | 0 | 9409 | X | ||
| MARK WILLIAMSON | |||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 102581 | 0 | 1031 | X | ||
| HELEN HALL | |||||||
| NURSE PRACTICE LEADER | 40.00 | 107789 | 0 | 4376 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 634828 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22021 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAINTREE REHABILIATION HOSPITAL | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 POND STREET | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | THERAPY SERVICES | DescriptionOfServices |
| Compensation | 152054 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 139742 | FundraisingEvents |
| Government Grants | 15135 | GovernmentGrants |
| All Other Contributions | 256600 | AllOtherContributions |
| Total Contributions | 411477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICE REVENU | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 9712544 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9712544 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9712544 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 663945 | TotalRevenueColumn |
| Unrelated Business Revenue | -3845 | UnrelatedBusinessRevenue |
| Exclusion | $667,790 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3604847 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2699408 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 905439 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 905439 | TotalRevenueColumn |
| Unrelated Business Revenue | 22045 | UnrelatedBusinessRevenue |
| Exclusion | $883,394 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16411 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 139742 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 60590 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -44179 | TotalRevenueColumn |
| Exclusion | -$44,179 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 14158 | 14158 |
| DAY PROGRAM REVENUE | 623000 | 13166 | 13166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 27324 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11676550 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9739868 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 18200 | UnrelatedBusinessRevenue |
| Exclusion | $1,507,005 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345303 | Total |
| Management And General | 345303 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7515958 | Total |
| Program Services | 7190461 | ProgramServices |
| Management And General | 257722 | ManagementAndGeneral |
| Fundraising | 67775 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667053 | Total |
| Program Services | 564711 | ProgramServices |
| Management And General | 100050 | ManagementAndGeneral |
| Fundraising | 2292 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535406 | Total |
| Program Services | 493368 | ProgramServices |
| Management And General | 37054 | ManagementAndGeneral |
| Fundraising | 4984 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9849 | Total |
| Management And General | 9849 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48088 | Total |
| Management And General | 48088 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28796 | Total |
| Management And General | 28796 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118375 | Total |
| Management And General | 118375 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395391 | Total |
| Program Services | 259213 | ProgramServices |
| Management And General | 136178 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96762 | Total |
| Management And General | 1605 | ManagementAndGeneral |
| Fundraising | 95157 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76439 | Total |
| Management And General | 76439 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107328 | Total |
| Management And General | 107328 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1019766 | Total |
| Program Services | 999409 | ProgramServices |
| Management And General | 20357 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1817 | Total |
| Management And General | 1817 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800714 | Total |
| Program Services | 800714 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61358 | Total |
| Management And General | 61358 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ANCILLARY EXPENSES | 306701 | 306701 |
| FOOD | 249896 | 249896 |
| SUPPLIES | 245261 | 245261 |
| BAD DEBTS | 22079 | 22079 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40509 | Total |
| Program Services | 1103 | ProgramServices |
| Management And General | 39406 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12692849 | Total |
| Program Services | 11132916 | ProgramServices |
| Management And General | 1389725 | ManagementAndGeneral |
| Fundraising | 170208 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744374 | BOY |
| EOY | 1144890 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54196 | BOY |
| EOY | 53333 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99175 | BOY |
| EOY | 103333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 774353 | BOY |
| EOY | 858874 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279995 | BOY |
| EOY | 145757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22743276 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10314082 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12797477 | BOY |
| EOY | 12429194 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15733078 | BOY |
| EOY | 16758472 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33603515 | BOY |
| EOY | 35068129 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220904 | BOY |
| EOY | 819951 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64307067 | BOY |
| EOY | 67381933 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091651 | BOY |
| EOY | 1320788 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50833 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14020000 | BOY |
| EOY | 13560204 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2895058 | BOY |
| EOY | 2840502 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18006709 | BOY |
| EOY | 17772327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39511492 | BOY |
| EOY | 42120395 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6212123 | BOY |
| EOY | 6349196 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576743 | BOY |
| EOY | 1140015 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46300358 | BOY |
| EOY | 49609606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64307067 | BOY |
| EOY | 67381933 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1016299 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3802824 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 519922 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 2801 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 272464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 127557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 235842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271735 | CurrentTaxYear |
| Total | 1419605 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9988866 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9899145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9718568 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9558259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9712544 | CurrentTaxYear |
| Total | 48877382 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6993 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8226 | CurrentTaxYearMinus1Year |
| Current Tax Year | 95563 | CurrentTaxYear |
| Total | 135192 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10278384 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10033695 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9961766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10078492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10079842 | CurrentTaxYear |
| Total | 50432179 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16455 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25050 | CurrentTaxYear |
| Total | 94155 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49496 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49445 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48629 | CurrentTaxYearMinus1Year |
| Total | 197514 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61666 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65084 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25050 | CurrentTaxYear |
| Total | 291669 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 50140510 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1845306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1001567 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 797594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 776489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 663945 | CurrentTaxYear |
| Total | 5084901 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1845306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1001567 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 797594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 776489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 663945 | CurrentTaxYear |
| Total | 5084901 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12826 | CurrentTaxYearMinus3Years |
| Current Tax Year | 27324 | CurrentTaxYear |
| Total | 52371 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12135911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11048088 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10759360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10854981 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10771111 | CurrentTaxYear |
| Total | 55569451 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90230 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09150 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11070 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $28,696 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 28696 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | TBH UTILIZES LOBBYIST ROBERT WHITE ASSOCIATES TO HELP WITH STATE SPECIAL RATE LEGISLATION AND CONSULTANT MARY GEARY-SALGADO TO HELP RUN THE TBH INSTITUTE. IN 2012, THE AMOUNT PAID TO ROBERT WHITE ASSOCIATES DESIGNATED AS LOBBYING WAS $24,000. THE AMOUNT PAID TO MARY GEARY-SALGADO DESIGNATED AS LOBBYING WAS $3,315. IN ADDITION, TBH PAYS DUES TO THE AMERICAN HEALTH CARE ASSOCIATION; THE NEW ENGLAND COUNCIL; AND THE MASSACHUSETTS SENIOR CARE ASSOCIATION, A PORTION OF WHICH ARE ATTRIBUTABLE TO LOBBYING, $573, $198 AND $610, RESPECTIVELY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49122707 | BeginningOfYearBalance |
| Contributions | 463886 | Contributions |
| Investment Earnings Or Losses | 4936621 | InvestmentEarningsOrLosses |
| Other Expenditures | 2450000 | OtherExpenditures |
| End Of Year Balance | 52073214 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52067148 | BeginningOfYearBalance |
| Contributions | 296585 | Contributions |
| Investment Earnings Or Losses | -675504 | InvestmentEarningsOrLosses |
| Other Expenditures | 2565522 | OtherExpenditures |
| End Of Year Balance | 49122707 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49869144 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5585058 | InvestmentEarningsOrLosses |
| Other Expenditures | 3142751 | OtherExpenditures |
| Administrative Expenses | 244303 | AdministrativeExpenses |
| End Of Year Balance | 52067148 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45732112 | BeginningOfYearBalance |
| Contributions | 360963 | Contributions |
| Investment Earnings Or Losses | 7280860 | InvestmentEarningsOrLosses |
| Other Expenditures | 3504791 | OtherExpenditures |
| End Of Year Balance | 49869144 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85820 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02190 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11990 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50200 | OtherCostOrOtherBasis |
| Book Value | 50200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20418588 | OtherCostOrOtherBasis |
| Depreciation | 8944533 | Depreciation |
| Book Value | 11474055 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1605522 | OtherCostOrOtherBasis |
| Depreciation | 1101980 | Depreciation |
| Book Value | 503542 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 668966 | OtherCostOrOtherBasis |
| Depreciation | 267569 | Depreciation |
| Book Value | 401397 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12429194 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 18103785 | F |
| ALTERNATIVE INVESTMENTS | 16964344 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 35068129 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP VALUE | Description |
| Amount | $2,840,502 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2840502 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 15542764 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3802823 | NetUnrealizedGainsInvestments |
| Other Revenues | 2801 | OtherRevenues |
| Revenue Not Rptd F990 | 3805624 | RevenueNotRptdF990 |
| Revenue Subtotal | 11737140 | RevenueSubtotal |
| Other Revenues Not Included | -60590 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -60590 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11676550 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12635063 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -57786 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -57786 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12692849 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12692849 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | RESIDENT TRUST FUNDS | |
| PART V, LINE 4: | TO SUPPLEMENT THE OPERATING COSTS OF THE BOSTON HOME IN FURTHERANCE OF ITS MISSION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE BOSTON HOME, INC. ("TBH") IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. GIVEN THE LIMITED TAXABLE ACTIVITIES OF TBH, MANAGEMENT CONCLUDED THAT DISCLOSURES RELATIVE TO TAX PROVISIONS ARE NOT NECESSARY. TBH ACCOUNTS 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. TBH HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, TBH HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TBH IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS FOLLOWING THE DATE FILED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| GAIN ON INVESTMENT RATE SWAP 2,800. ROUNDING 1. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES -60,590. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| GAIN ON INTEREST RATE SWAP 2,800. SPECIAL EVENT EXPENSES -60,590. ROUNDING 4. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOSTON HOME 2012 GALA | NameOfEvent1 |
| Gross Receipts Event1 | 156153 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 139742 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16411 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 24704 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 31886 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 156153 | GrossReceiptsTotal |
| Charitable Contributions Total | 139742 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16411 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24704 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 31886 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60590 | DirectExpenseSummaryEvents |
| Net Income Summary | -44179 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARVA SEROTKIN | NamePerson |
| Title | PRESIDENT AND CEO | Title |
| Base Compensation Filing Org | 143786 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 22276 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 1040 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 1005 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 168107 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND SUCH ADDITIONAL TRUSTEES AS THE CHAIRMAN MAY APPOINT. THE CHAIRMAN SHALL BE THE CHAIRMAN OF THE COMMITTEE. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE TRUSTEES EXCEPT FOR SUCH ACTIONS THAT BY LAW MUST BE TAKEN BY THE FULL BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS AT A BOARD MEETING PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE BOSTON HOME IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE ANNUAL STATEMENTS WILL BE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. IF AN INDIVIDUAL IS FOUND TO HAVE A POTENTIAL CONFLICT, THAT PERSON IS BARRED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS OF THE CONFLICTING MATTER. PERIODIC REVIEWS: TO ENSURE THAT THE BOSTON HOME OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE BOSTON HOME'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. USE OF OUTSIDE EXPERTS: IN CONDUCTING THE PERIODIC REVIEWS PROVIDED FOR IN ARTICLE VII, THE BOSTON HOME MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT SUB-COMPONENT OF THE BOARD OF DIRECTORS (COMPENSATION COMMITTEE) MEETS ANNUALLY TO REVIEW AND PROVIDE RECOMMENDATIONS ON THE COMPENSATION PACKAGES OF THE ORGANIZATION'S OFFICERS, TOP MANAGEMENT OFFICIAL, AND KEY EMPLOYEES. IN ALL CASES,COMPENSATION IS SET BY INDEPENDENT PERSONS USING COMPARABILITY DATA WHERE APPLICABLE. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS IS KEPT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS-990 2,800. ROUNDING 1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THEIR REVIEW PROCESS. |
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