2012-11-15T09:08:00-06:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2011-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE 7817621270 2012-11-09 1 BARBARA MORRISON P00173340 6179848100 2012-10-30 2011 2016-02-24 21:20:13Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 4101653 0 X WWW.HALEBARNARD.ORG X 1965 MA HALE-BARNARD SERVICES FOR OLDER PEOPLE PROVIDES RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. OUR RESIDENTIAL PROGRAM OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 17 17 48 200 0 0 134323 97670 1825766 1911236 306764 393942 2487 4446 2269340 2407294 0 0 0 0 858584 984584 0 0 0 1273874 1230633 2132458 2215217 136882 192077 8410403 8193954 291141 350060 8119262 7843894 X HALE-BARNARD SERVICES FOR OLDER PEOPLE PROVIDES RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. OUR RESIDENTIAL PROGRAM OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 1709217 1865937 HALE HOUSE REST HOME - LEVEL 4 REST HOME FACILITY 127987 49745 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 1837204 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 48 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MS JULIANA M COYLE TREASURER 6175363726 273 CLARENDON STREET BOSTON MA 02116 X BARBARA E BOWEN 1.00 X 0 0 0 JULIANA M COYLE 1.00 X X 0 0 0 FAY DABNEY 1.00 X 0 0 0 HOWARD FUGUET 1.00 X X 0 0 0 REV STEPHEN KENDRICK 1.00 X X 0 0 0 ROCHELLE LITE 1.00 X 0 0 0 REBEKAH K RICHARDSON 1.00 X 0 0 0 ELEANOR WILLIAMS 1.00 X 0 0 0 PEG MCISAAC 1.00 X 0 0 0 JANE BRESCHARD WILSON 1.00 X X 0 0 0 MARY LOU MCLEAN 1.00 X 0 0 0 MARGARET MOODY 1.00 X 0 0 0 WILLIAM SPRING 1.00 X 0 0 0 LUCIE B GENDRAU 1.00 X 0 0 0 DALIA AL-OTHMAN 1.00 X 0 0 0 MEREDITH L HARRON 1.00 X 0 0 0 JOSHUA HEAPES 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIDINE CORPORATION 1 GATEWAY CENTER SUITE 2 NEWTON MA 02458 DINING SERVICES 494857 ROGERSON COMMUNITIES 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT FEES 100873 2 97670 97670 RESIDENT RELATED REVEN 623000 1861491 1861491 BARNARD SERVICE REVENU 623000 49745 49745 1911236 136967 136967 1951334 1694359 256975 256975 256975 4446 4446 4446 2407294 1915682 0 393942 820341 646581 173760 32784 25840 6944 54900 43271 11629 76559 60343 16216 108913 108913 25 25 18504 18504 35235 35235 629719 629719 5803 5803 77914 77914 6787 6787 142655 142655 150 150 96180 96180 53431 53431 BAD DEBTS 38163 38163 LICENSE AND DUES 8817 8817 MISCELLANEOUS EXPENSE 8337 8337 2215217 1837204 378013 0 142359 182295 470424 558036 59861 78201 87526 87648 3342784 2457520 925213 885264 6518393 6174290 250 250 206377 227970 8410403 8193954 104067 142947 187074 207113 291141 350060 X 7920588 7643002 75869 78087 122805 122805 8119262 7843894 8410403 8193954 X 192077 -467445 X X 0 1 1 X 0 X 117081 89140 67347 134323 97670 505561 1706994 1799733 1867329 1825766 1911236 9111058 1824075 1888873 1934676 1960089 2008906 9616619 29000 96600 70150 195750 0 29000 96600 70150 195750 9420869 188995 189863 149228 132649 136967 797702 188995 189863 149228 132649 136967 797702 14514 13224 3538 2487 4446 38209 2027584 2091960 2087442 2095225 2150319 10452530 0.90130 0.91090 0.07630 0.08280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198674 6200 5567 9549 200892 180984 25000 17781 25091 198674 164999 18985 3000 180984 0.61130 0.38870 0 0 100000 100000 2851864 2139273 712591 390920 318247 72673 885264 RESIDENT DEPOSITS 207113 207113 2407294 2215217 192077 -467444 -1 -467445 -275368 1939849 -467445 -467445 2407294 0 2407294 2215217 0 2215217 0 2215217 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. SHOULD THE STATUS OF THE ORGANIZATION BE CHALLENGED IN THE FUTURE, ITS 2008 THROUGH 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -1. FORM 990, PART VI, SECTION A, LINE 3 ROGERSON COMMUNITIES - MANAGEMENT COMPANY FORM 990, PART VI, SECTION B, LINE 11 SUB COMMITTEE REVIEWS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -467,444. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -467,445. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS DURING THE TAX YEAR FIRST CHURCH IN BOSTON 66 MARLBOROUGH STREET BOSTON MA 02116 237230037 TO PROVIDE OFF-STREET PARKING MA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0