HOME CARE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOME CARE INC (EIN 04-2854358)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-09
- IRS object ID
- 201312219349300641
- Schema version
- 2011v1.5
- 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 | 2013-08-09T09:54:44-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020400296 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brad Borbidge PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 Loudon Road | AddressLine1 |
| City | Concord | City |
| State | NH | State |
| ZIP Code | 03301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042854358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Home Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOME | NameControl |
| Phone | 9785524000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1 |
| City | Lawrence | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anthony Jorge | Name |
| Title | Vice President of Finance | Title |
| Phone | 6032240849 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dimitrios Panacopoulos CPA | Name |
| PTIN | P01603705 | PTIN |
| Phone | 6032240849 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Anthony Jorge | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1 |
| City | Lawrence | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7436031 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.homehealthvna.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Home Care, Inc. primary purposes are to provide home health care, homemaker and child care services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 293 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 99564 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 97040 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6903460 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7338651 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 340 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7003369 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7436031 | 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 | 6331712 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6764275 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1232046 | OtherExpensePriorYear |
| Other Expenses Current Year | 1111265 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7563758 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7875540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -560389 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -439509 | RevenuesLessExpensesCY |
| Total Assets BOY | 1099176 | TotalAssetsBOY |
| Total Assets EOY | 1074438 | TotalAssetsEOY |
| Total Liabilities BOY | 1263687 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1678458 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -164511 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -604020 | NetAssetsOrFundBalancesEOY |
| Mission Description | Home Care, Inc. primary purposes are to provide home health care, homemaker and child care services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7241117 | Expense |
| Revenue | 7338651 | Revenue |
| Description | Home health aide/private duty - provides health care services to patients who can be cared for at home. | Description |
| Total Program Service Expense | 7241117 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 293 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| States Where Copy Of Return Is Filed | NH | 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 | Anthony Jorge | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9785524000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Merrimack Street Building 9 | AddressLine1 |
| City | Lawrence | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 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 |
|---|---|---|---|---|---|---|---|
| David W Nesbitt | |||||||
| Chairman | 0.00 | X | 0 | 0 | 0 | ||
| Daniel A Hayes | |||||||
| Vice Chairman | 0.00 | X | 0 | 0 | 0 | ||
| Ron J Pollina | |||||||
| Treasurer | 0.00 | X | 0 | 0 | 0 | ||
| Mary Jane Werner | |||||||
| Clerk | 0.00 | X | 0 | 0 | 0 | ||
| John P Chemaly | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Scott A Collins | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Ila S Cox | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Debra S Grabowski | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Dr Joel B Hellmann | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Dennis C Ingram | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Barbara Sager | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Keith N Soucie | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Ellen Zappala | |||||||
| Board of Trustees | 0.00 | X | 0 | 0 | 0 | ||
| Anthony Jorge | |||||||
| CFO | 37.50 | 0 | 197370 | 12085 | X | ||
| John G Albert | |||||||
| President/CEO | 37.50 | 0 | 308809 | 37194 | X | ||
| Wendy Drastal | |||||||
| VP/Homecare | 37.50 | 131232 | 0 | 10797 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 131232 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 506179 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60076 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 67360 | GovernmentGrants |
| All Other Contributions | 29680 | AllOtherContributions |
| Total Contributions | 97040 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Home Health Aide/Priva | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 7338651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7338651 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7338651 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 340 | TotalRevenueColumn |
| Exclusion | $340 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7436031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7338651 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $340 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5539718 | Total |
| Program Services | 5329657 | ProgramServices |
| Management And General | 210061 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76441 | Total |
| Program Services | 73542 | ProgramServices |
| Management And General | 2899 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754278 | Total |
| Program Services | 725676 | ProgramServices |
| Management And General | 28602 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393838 | Total |
| Program Services | 378904 | ProgramServices |
| Management And General | 14934 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4200 | Total |
| Program Services | 4041 | ProgramServices |
| Management And General | 159 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Management And General | 8000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82234 | Total |
| Program Services | 79116 | ProgramServices |
| Management And General | 3118 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49369 | Total |
| Program Services | 47497 | ProgramServices |
| Management And General | 1872 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724 | Total |
| Program Services | 697 | ProgramServices |
| Management And General | 27 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32727 | Total |
| Program Services | 31486 | ProgramServices |
| Management And General | 1241 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35801 | Total |
| Program Services | 34443 | ProgramServices |
| Management And General | 1358 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332154 | Total |
| Program Services | 319559 | ProgramServices |
| Management And General | 12595 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3035 | Total |
| Program Services | 2920 | ProgramServices |
| Management And General | 115 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3804 | Total |
| Program Services | 3660 | ProgramServices |
| Management And General | 144 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1134 | Total |
| Program Services | 1091 | ProgramServices |
| Management And General | 43 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15749 | Total |
| Program Services | 15152 | ProgramServices |
| Management And General | 597 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Intercompany Contracts | 409896 | 64524 | 345372 |
| Other Expense | 32862 | 31616 | 1246 |
| Program Supplies | 23775 | 23775 | |
| Printing & Publications | 22896 | 22028 | 868 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52905 | Total |
| Program Services | 51733 | ProgramServices |
| Management And General | 1172 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7875540 | Total |
| Program Services | 7241117 | ProgramServices |
| Management And General | 634423 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10181 | BOY |
| EOY | 35067 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4728 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910630 | BOY |
| EOY | 847559 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17616 | BOY |
| EOY | 12528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44456 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 39511 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6078 | BOY |
| EOY | 4945 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170305 | BOY |
| EOY | 174339 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1099176 | BOY |
| EOY | 1074438 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 405794 | BOY |
| EOY | 372322 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95342 | BOY |
| EOY | 110356 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 762551 | BOY |
| EOY | 1195780 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1263687 | BOY |
| EOY | 1678458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -334816 | BOY |
| EOY | -778359 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170305 | BOY |
| EOY | 174339 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -164511 | BOY |
| EOY | -604020 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1099176 | BOY |
| EOY | 1074438 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -439509 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 21044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 138547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105369 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99564 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97040 | CurrentTaxYear |
| Total | 461564 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6077872 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5590951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5998062 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6903460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7338651 | CurrentTaxYear |
| Total | 31908996 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6098916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5729498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6103431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7003024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7435691 | CurrentTaxYear |
| Total | 32370560 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 32370560 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12138 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3466 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 340 | CurrentTaxYear |
| Total | 16816 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12138 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3466 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 340 | CurrentTaxYear |
| Total | 16816 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6111054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5732964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6103958 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7003369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7436031 | CurrentTaxYear |
| Total | 32387376 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00070 | 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 D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44456 | OtherCostOrOtherBasis |
| Depreciation | 39511 | Depreciation |
| Book Value | 4945 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4945 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Assets Limited as to Use | Description |
| Book Value | 174339 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 174339 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Affiliates | Description |
| Amount | $1,195,780 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1195780 | TotalOfAmounts |
| Total Revenue | 7436031 | TotalRevenue |
| Total Expenses | 7875540 | TotalExpenses |
| Excess Or Deficit For Year | -439509 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -439509 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7436031 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 7436031 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7436031 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7875540 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7875540 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7875540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part IV, line 11f - The association consists of four public charities under Section 501(c)(3) of the Internal Revenue Code. As public charities, the Association is exempt from state and federal income taxes on income earned in accordance with its tax exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax position and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anthony Jorge | |||||||||||||
| 0 | 186370 | 0 | 11000 | 0 | 0 | 0 | 0 | 0 | 12085 | 0 | 209455 | 0 | 0 |
| John G Albert | |||||||||||||
| 0 | 273809 | 0 | 35000 | 0 | 0 | 0 | 0 | 0 | 37194 | 0 | 346003 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | Home Health Foundation, Inc., acting through its Board of Trustees, shall be the sole member of the Corporation. |
| Form 990, Part VI, Section A, line 7a | The sole Member shall elect and may remove or suspend the Trustees. |
| Form 990, Part VI, Section A, line 7b | The Member shall have the right to approve each of the following actions of the Board of Trustees, and such actions by the Board shall not be effective unless and until approved by the Member: a)the adoption of annual operating and capital budgets; b)the adoption of any long range plans of the Corporation; c)the decision to establish a new program of service or to discontinue an existing program; d)the approval of any borrowing by the Corporation; e)the expenditure, disposition, donation, or acquisition by purchase, lease or other means, of corporate assets, other than in the ordinary course of business or budgeted items; f)the merger or consolidation of the Corporation with any other corporation, and the formation or dissolution of subsidiaries; g)the conduct of any fund raising activities; h)the selection or employment of legal counsel or certified public accountants, whether for special projects or on a regular basis; and i)the execution of leases for equipment or real estate, the execution of major contracts, and the approval of individuals authorized to sign checks. |
| Form 990, Part VI, Section B, line 11 | The 990 will be reviewed by Management, and current Chairman and Treasurer of the Board of Trustees prior to signing. |
| Form 990, Part VI, Section B, line 12c | Any potential conflicts are reviewed by the CEO. |
| Form 990, Part VI, Section B, line 15 | Compensation study of similar positions is prepared every other year and reviewed by the Executive Committee of the Board of Trustees. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Merrimack Valley Hospice Inc | ||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 043024278 | Hospice Services | MA | 501 (c)(3) | 509 (a)(2) | N/A | 0 |
| Home Health VNA Inc | ||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 042435675 | Home Health Care | MA | 501 (c)(3) | 509 (a)(2) | N/A | 0 |
| Home Health Foundation | ||||||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | 222587225 | Management Services | MA | 501 (c)(3) | 509 (a)(3) type II | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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