HARBORLIGHT COMMUNITY PARTNERS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARBORLIGHT COMMUNITY PARTNERS (EIN 04-2313571)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201332899349300033
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T14:35:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203690847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTIS ATWELL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 GANNETT DRIVE | AddressLine1 |
| City | SOUTH PORTLAND | City |
| State | ME | State |
| ZIP Code | 04106 | 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 | 042313571 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBORLIGHT COMMUNITY PARTNERS INC | BusinessNameLine1 |
| Business Name Line2 | F/K/A HARBORLIGHT HOUSE PROPERTIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARB | NameControl |
| Phone | 9789221305 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 019154566 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW DEFRANZA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9789221305 | Phone |
| Date Signed | 2013-10-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS GIOIA | Name |
| PTIN | P00158110 | PTIN |
| Phone | 2077801100 | Phone |
| 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 | ANDREW DEFRANZA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 019154566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3463185 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | HARBORLIGHT COMMUNITY PARTNERS PROVIDES AFFORDABLE HOUSING WITH SERVICES PRIMARILY FOR LOW AND MODERATE INCOME PEOPLE IN SOUTHERN ESSEX COUNTY. IN ADDITION, IT PROVIDES PROPERTY MANAGEMENT AND OTHER SERVICES TO NON-PROFIT ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 48 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 973387 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 981347 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2249988 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2406133 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 43343 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44871 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3266718 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3432351 | 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 | 1321295 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1519044 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 900 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 201481 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1340727 | OtherExpensePriorYear |
| Other Expenses Current Year | 1670545 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2662922 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3189589 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 603796 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 242762 | RevenuesLessExpensesCY |
| Total Assets BOY | 11435225 | TotalAssetsBOY |
| Total Assets EOY | 12000926 | TotalAssetsEOY |
| Total Liabilities BOY | 9472709 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9549432 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1962516 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2451494 | NetAssetsOrFundBalancesEOY |
| Mission Description | HARBORLIGHT COMMUNITY PARTNERS PROVIDES AFFORDABLE HOUSING WITH SERVICES PRIMARILY FOR LOW AND MODERATE INCOME PEOPLE IN SOUTHERN ESSEX COUNTY. IN ADDITION, IT PROVIDES PROPERTY MANAGEMENT AND OTHER SERVICES TO NON-PROFIT ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2888141 | Expense |
| Revenue | 2406133 | Revenue |
| Description | MANAGED AND/OR DEVELOPED AFFORDABLE HOUSING FOR OVER 300 LOW AND MODERATE INCOME PEOPLE IN ESSEX COUNTY. THIS INCLUDES TURTLE CREEK, TURTLE WOODS, HARBORLIGHT HOUSE ASSISTED LIVING, HEART HOMES, WE CARE ABOUT HOMES, WHIPPLE RIVERVIEW PLACE AND COTTON MILL COOP. AS A PART OF THIS, HARBORLIGHT COMMUNITY PARTNERS MERGED FOUR AFFORDABLE HOUSING GROUPS INTO ONE REFINANCING AND/OR PRESERVING 30 AFFORDABLE HOUSING UNITS. | Description |
| Total Program Service Expense | 2888141 | 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 48 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN BARNES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9789229775 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 283 ELLIOTT STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CAROL SULESKI | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT GILLIS | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| PETER SIMONSEN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOHN THOMSON | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| TRACEY ARMSTRONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL HARRINGTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAM CONSTANTINE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KURT JAMES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK ALVES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEILAND DOUGLAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN ANSARA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NELDA QUIGLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SCHAAF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STELLA MAE SEAMANS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DON KELLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM DUGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETH LOUGHHEAD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY MANCHESTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN POPADIC | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW ULRICH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREW DEFRANZA | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 139904 | 0 | 5406 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 139904 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5406 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARTINS CONSTRUCTION COMPANY | |||||
| 130 SYLVAN ST | DANVERS | MA | 01923 | CONSTRUCTION | 640413 |
| FITZ VOGT & ASSOCIATES LTD | |||||
| POB 415512 | BOSTON | MA | 022415512 | FOOD SERVICES | 262551 |
| ASSOCIATED HOME CARE | |||||
| 1011 OSGOOD ST | NORTH ANDOVER | MA | 01945 | PERSONAL CARE | 106605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 94766 | FundraisingEvents |
| Government Grants | 325011 | GovernmentGrants |
| All Other Contributions | 561570 | AllOtherContributions |
| Total Contributions | 981347 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT FEES | 900099 | 1159149 | 1159149 |
| SERVICE REVENUE | 624100 | 643348 | 643348 |
| TENANT RENT | 531110 | 193777 | 193777 |
| MANAGEMENT FEES | 541610 | 186768 | 186768 |
| FINANCIAL SERVICES | 541900 | 134581 | 134581 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88510 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88510 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2406133 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44871 | TotalRevenueColumn |
| Exclusion | $44,871 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 30834 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 94766 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30834 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3432351 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2406133 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,871 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139904 | Total |
| Program Services | 90938 | ProgramServices |
| Management And General | 13990 | ManagementAndGeneral |
| Fundraising | 34976 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129355 | Total |
| Program Services | 1042617 | ProgramServices |
| Management And General | 40049 | ManagementAndGeneral |
| Fundraising | 46689 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44567 | Total |
| Program Services | 40531 | ProgramServices |
| Management And General | 1729 | ManagementAndGeneral |
| Fundraising | 2307 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89229 | Total |
| Program Services | 72528 | ProgramServices |
| Management And General | 12383 | ManagementAndGeneral |
| Fundraising | 4318 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115989 | Total |
| Program Services | 96559 | ProgramServices |
| Management And General | 4225 | ManagementAndGeneral |
| Fundraising | 15205 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23964 | Total |
| Program Services | 13865 | ProgramServices |
| Management And General | 10099 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25695 | Total |
| Program Services | 25328 | ProgramServices |
| Management And General | 367 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6156 | Total |
| Program Services | 2926 | ProgramServices |
| Management And General | 74 | ManagementAndGeneral |
| Fundraising | 3156 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65173 | Total |
| Program Services | 1637 | ProgramServices |
| Fundraising | 63536 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67503 | Total |
| Program Services | 53732 | ProgramServices |
| Management And General | 13771 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53529 | Total |
| Program Services | 53458 | ProgramServices |
| Management And General | 71 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31000 | Total |
| Program Services | 30231 | ProgramServices |
| Management And General | 769 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6708 | Total |
| Program Services | 6708 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210091 | Total |
| Program Services | 210091 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261407 | Total |
| Program Services | 261407 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69933 | Total |
| Program Services | 67493 | ProgramServices |
| Management And General | 2440 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ELDERLY SERVICES | 382415 | 382415 |
| REPAIRS & MAINTENANCE | 244574 | 244574 |
| TAXES | 72753 | 72753 |
| UTILITIES | 72386 | 72386 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77258 | Total |
| Program Services | 45964 | ProgramServices |
| Fundraising | 31294 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3189589 | Total |
| Program Services | 2888141 | ProgramServices |
| Management And General | 99967 | ManagementAndGeneral |
| Fundraising | 201481 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204691 | BOY |
| EOY | 603461 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088727 | BOY |
| EOY | 464005 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385553 | BOY |
| EOY | 155266 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000 | BOY |
| EOY | 15000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240331 | BOY |
| EOY | 212667 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37490 | BOY |
| EOY | 39616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10784616 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1107758 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8792904 | BOY |
| EOY | 9676858 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 665529 | BOY |
| EOY | 834053 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11435225 | BOY |
| EOY | 12000926 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201764 | BOY |
| EOY | 381036 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5224 | BOY |
| EOY | 9 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1713680 | BOY |
| EOY | 1682017 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7292711 | BOY |
| EOY | 7444470 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259330 | BOY |
| EOY | 41900 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9472709 | BOY |
| EOY | 9549432 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1226711 | BOY |
| EOY | 2241774 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735805 | BOY |
| EOY | 209720 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1962516 | BOY |
| EOY | 2451494 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11435225 | BOY |
| EOY | 12000926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 242762 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 246216 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 63983 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 973387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 981347 | CurrentTaxYear |
| Total | 2511555 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 680541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1643587 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1883495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2249988 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2406133 | CurrentTaxYear |
| Total | 8863744 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 744524 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1783123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2236797 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3223375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3387480 | CurrentTaxYear |
| Total | 11375299 | 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 | 11375299 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44871 | CurrentTaxYear |
| Total | 346550 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44871 | CurrentTaxYear |
| Total | 346550 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17257 | CurrentTaxYearMinus3Years |
| Total | 17478 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 777043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1983168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2280047 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3266718 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3432351 | CurrentTaxYear |
| Total | 11739327 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96900 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96070 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02950 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03730 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2060794 | OtherCostOrOtherBasis |
| Book Value | 2060794 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8407612 | OtherCostOrOtherBasis |
| Depreciation | 938073 | Depreciation |
| Book Value | 7469539 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 316210 | OtherCostOrOtherBasis |
| Depreciation | 169685 | Depreciation |
| Book Value | 146525 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9676858 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEVELOPMENT FEE RECEIVABLE | 432907 |
| DUE FROM AFFILIATES | 16497 |
| DEFERRED FEES | 119669 |
| TENANT SECURITY DEPOSITS | 35747 |
| CONSTRUCTION IN PROGRESS | 229233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 834053 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TENANT SECURITY DEPOSITS | $28,523 |
| INVESTMENT IN AFFILIATE | $145 |
| DUE TO RELATED PARTY | $13,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41900 | TotalOfAmounts |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 125600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94766 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30834 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 17312 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 13522 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 125600 | GrossReceiptsTotal |
| Charitable Contributions Total | 94766 | CharitableContributionsTotal |
| Gross Revenue Total Events | 30834 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 17312 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 13522 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30834 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON PRIVATE BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Issued | 2011-08-03 | DateIssued |
| Issue Price | 1724506 | IssuePrice |
| Description Of Purpose | AFFORDABLE HOUSING PURCHASES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 42489 | AmountRetired |
| Total Proceeds | 1724506 | TotalProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREW DEFRANZA | NamePerson |
| Relationship With Organization | EXECUTIVE DIRECTOR | RelationshipWithOrganization |
| Purpose Of Loan | PERSONAL LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $30,000 | OriginalPrincipalAmount |
| Balance Due | 15000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 15000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DON KELLEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 15239 | AmountOfTransaction |
| Description Of Transaction | BIN RENTAL/TRANSPORT BOOKS | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MERGED WITH THE COMMUNITY LAND TRUST OF CAPE ANN, INC., A MASSACHUSETTS CHARITABLE CORPORATION. HARBORLIGHT COMMUNITY PARTNERS, INC. IS THE SURVIVING CORPORATION AND IT'S ARTICLES OF ORGANIZATION CONTINUE FOR THE SURVIVING CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE IS ONLY ONE MEMBER OF HARBORLIGHT COMMUNITY PARTNERS, INC.: FIRST BAPTIST CHURCH. THE CHURCH HAS ULTIMATE CONTROL. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ULTIMATELY ALL DECISIONS COULD BE SUBJECT TO MEMBER APPROVAL. IN OPERATION, THE GOVERNING BODY'S DECISION ABOUT DIRECTORS AND OFFICERS IS SUBJECT TO MEMBER APPROVAL ANNUALLY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ULTIMATELY ALL DECISIONS COULD BE SUBJECT TO MEMBER APPROVAL. IN OPERATION, THE GOVERNING BODY'S DECISION ABOUT DIRECTORS AND OFFICERS IS SUBJECT TO MEMBER APPROVAL ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC VERSION OF THE DRAFT FORM 990 IS CIRCULATED TO THE ENTIRE BOARD. BOARD MEMBERS MAY RECEIVE A HARD COPY OF THE DRAFT FORM 990 UPON REQUEST. PRIOR TO FILING ALL COMMENTS ARE ANSWERED AND A VOTE OF APPROVAL IS REQUIRED OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL CONFLICT OF INTEREST POLICY MUST BE SIGNED AND SUBMITTED BY DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PERSONNEL COMMITTEE CREATED A REVIEW REPORT OF THE CEO'S COMPENSATION. IN ORDER TO DETERMINE COMPENSATION FOR THE CEO THE EXECUTIVE COMMITTEE USED COMPARABLE DATA AS WELL AS RECEIVING A RECOMMENDATION FROM CHARITY NAVIGATOR. THE EXECUTIVE COMMITTEE THEN MADE A RECOMMENDATION TO THE BOARD AND THE BOARD VOTED ON THE COMPENSATION PACKAGE. | |
| 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. IN ADDITION, THE ORGANIZATION'S 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART XI, LINE 9: | NET ASSETS RECEIVED BY MERGER WITH COMMUNITY LAND TRUST OF CAPE ANN, INC. 246,216. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 2C | THE AUDIT AND FINANCE COMMITTEE OVERSEES THE AUDIT AND FINANCIAL STATEMENTS WITH THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR QUARTERLY FOR QUESTIONS AND ANALYSIS. THE REPORT, RELATED FINANCIALS AND MINUTES ARE GIVEN TO THE WHOLE BOARD. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHIPPLE ANNEX HOUSING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 507 | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204496633 | EIN |
| Primary Activities | AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Total Income | -25966 | TotalIncome |
| EOY Assets | 2359730 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH IN BEVERLY | ||||||||||
| 221 CABOT STREET | BEVERLY | MA | 01915 | 042253860 | CHURCH | MA | 501(C)(3) | LINE 1 | N/A | 0 |
| FIRST BAPTIST BEVERLY HOUSING FOR THE ELDERLY INC | ||||||||||
| 401 ESSEX STREET | BEVERLY | MA | 01915 | 042645063 | LOW INCOME ELDERLY HOUSING | MA | 501(C)(3) | LINE 7 | N/A | 0 |
| TURTLE WOODS CORPORATION | ||||||||||
| 339 ESSEX STREET | BEVERLY | MA | 01915 | 043183212 | LOW INCOME ELDERLY HOUSING | MA | 501(C)(3) | LINE 7 | N/A | 0 |
| HARBORLIGHT NURSERY SCHOOL | ||||||||||
| 221 CABOT STREET | BEVERLY | MA | 01915 | 042883700 | PRE-SCHOOL | MA | 501(C)(3) | LINE 2 | N/A | 0 |
| FIREHOUSE PLACE INC | ||||||||||
| PO BOX 507 | BEVERLY | MA | 01915 | 273491241 | LOW INCOME HOUSING | MA | 501(C)(3) | LINE 7 | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLH AFFORDABLE HOUSING LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 CABOT STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043395841 | EIN |
| Primary Activity | AFFORDABLE HOUSING | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLH AFFORDABLE HOUSING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLH AFFORDABLE HOUSING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 CABOT STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043395839 | EIN |
| Primary Activity | AFFORDABLE HOUSING | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 0.79000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FIRST BAPTIST BEVERLY HOUSING FOR THE ELDERLY INC | ||
| L | 452682 | ACCRUAL |
| TURTLE WOODS CORPORATION | ||
| L | 222361 | ACCRUAL |
| FIRST BAPTIST CHURCH IN BEVERLY | ||
| L | 45949 | ACCRUAL |
| HLH AFFORDABLE HOUSING LP | ||
| L | 93003 | ACCRUAL |
Comments