2011-11-14T14:11:42-06:00 2010-12-31 LARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2010-01-01 042105741 THE SOMERVILLE HOME INC SOME 6177760260 117 SUMMER STREET SOMERVILLE MA 02143 HELEN CORRIGAN 6176256094 2011-10-27 1 BARBARA J MORRISON 6179848100 2011-10-27 2010 2016-03-07 17:11:31Z HELEN CORRIGAN 117 SUMMER STREET SOMERVILLE MA 02143 2090392 0 X WWW.SOMERVILLEHOME.ORG X 1898 MA PROVIDING QUALITY RESIDENTIAL CARE TO THE ELDERLY FROM SOMERVILLE AND SURROUNDING COMMUNITIES. 16 16 58 30 0 0 148573 49174 1792315 1830691 4861 45413 -613 -429 1945136 1924849 0 0 0 0 1149617 1005469 0 0 0 911884 890297 2061501 1895766 -116365 29083 4106012 4143432 1284845 1217186 2821167 2926246 X SINCE 1898 THE SOMERVILLE HOME, A PRIVATE NONPROFIT ORGANIZATION, HAS PROVIDED LONG-TERM RESIDENTIAL CARE TO ELDERLY MEN AND WOMEN FROM SOMERVILLE AND SURROUNDING COMMUNITIES. WE ARE COMMITTED TO OFFERING SENIOR CITIZENS A REASONABLY PRICED OPTION FOR QUALITY RESIDENTIAL SERVICES. WE BELIEVE THAT OUR RESIDENTS SHOULD BE ENCOURAGED TO UTILIZE THEIR BODIES, MINDS AND SPIRITS TO THE MAXIMUM WITHIN THE LIMITS OF THEIR POTENTIAL. 0 0 1587961 1830691 OPERATION OF A 59-BED REST HOME LOCATED IN SOMERVILLE, MASSACHUSETTS. OUR PRESENT FACILITY AT 117 SUMMER STREET, SOMERVILLE WITH ALL OF ITS CHARACTER AND CHARM HAS RESPONDED TO THE DOMESTIC NEEDS OF RETIRED PERSONS FOR THE PAST 70 YEARS AND INTENDS TO DO SO FOR MANY MORE YEARS. OUR LONG-TERM PLAN IS TO PROVIDE A SAFE AND SECURE HOMELIKE ENVIRONMENT WHILE ASSURING DIGNITY TO AND PROMOTING THE INDIVIDUAL WORTH OF ALL RESIDENTS. 1587961 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 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 0 0 0 0 0 1 9 0 58 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KELLEY SFERRAZZA ADMINISTRATOR 6177760260 117 SUMMER STREET SOMERVILLE MA 02143 X ARNOLD KNOX 5.00 X 0 0 0 HELEN S CORRIGAN 5.00 X X 0 0 0 ROBERT H COSTELLO JR 5.00 X X 0 0 0 MAUREEN OLIVER 5.00 X X 0 0 0 SANDRA L MCGOLDRICK 5.00 X 0 0 0 ROBERT PUBLICOVER 5.00 X 0 0 0 EDWIN J SMITH 5.00 X 0 0 0 JOSEPH J SULLIVAN 5.00 X 0 0 0 ROD LAURENZ 5.00 X X 0 0 0 SUZANNE MARSHALL 5.00 X X 0 0 0 DAVID F O'BRIEN 5.00 X 0 0 0 SALVATORE BERTOLAMI 5.00 X 0 0 0 JOSEPH CIAMPA 5.00 X X 0 0 0 AGNES CAMERON 5.00 X 0 0 0 JOHN CONNOLLY 5.00 X 0 0 0 FRANCES GAYRON 5.00 X 0 0 0 0 0 0 0 0 0 0 US FOOD SERVICES PO BOX D 3155 BOSTON MA 02241 FOOD SERVICES 113870 1 8038 41136 41136 49174 PATIENT SERVICES REVEN 623000 1830691 1830691 1830691 27485 27485 176777 158849 17928 17928 17928 6265 8038 6694 -429 -429 1924849 1830691 0 44984 861044 628911 232133 21490 15696 5794 56810 41494 15316 66125 48298 17827 25925 25925 137550 129296 8254 2616 2616 48644 46088 2556 196289 196289 7961 7961 196978 196978 38944 38944 FOOD 120079 120079 IN-KIND DONATIONS 41136 41136 SUPPLIES 38765 38765 BAD DEBT 13943 13943 TRAINING 11849 11849 9618 9618 1895766 1587961 307805 0 216474 364657 123997 36028 65776 86379 37258 41558 4825545 2331921 2629019 2493624 1027238 1115481 6250 5705 4106012 4143432 150901 102856 1410 1132534 1114330 1284845 1217186 X 2185592 2250016 465811 506466 169764 169764 2821167 2926246 4106012 4143432 X 29083 75996 X X 0 1 1 X 0 X 8097 16094 108829 120644 41136 294800 1621201 1874971 1844035 1792315 1830691 8963213 1629298 1891065 1952864 1912959 1871827 9258013 0 644389 741510 672512 647886 710098 3416395 644389 741510 672512 647886 710098 3416395 5841618 26315 30056 32769 26752 27485 143377 26315 30056 32769 26752 27485 143377 1655613 1921121 1985633 1939711 1899312 9401390 0.62140 0.62430 0.01530 0.01580 X 635575 72655 32000 676230 541978 133888 40291 635575 541978 541978 0.00000 0.25100 0.74900 0 0 30460 30460 250789 250789 0 4232215 1829757 2402458 272263 211557 60706 39818 39818 0 2493624 1924849 1895766 29083 76001 -5 75996 105079 2007545 76001 6695 82696 1924849 0 1924849 1902466 6700 6700 1895766 0 1895766 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE INTENDED TO BE USED FOR PERMANENTLY RESTRICTED NET ASSET APPRECIATION LIMITED AS TO EXPENDITURE BY STATE LAW, THE LUXURY FUND AND VARIOUS OTHER USES. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS INTENDED TO BE USED TO IMPROVE THE QUALITY OF CARE AND QUALITY OF LIFE OF THE RESIDENTS. THE CORPUS IS INVESTED IN PERPETUITY. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -5. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. DIRECT FUNDRASING EXPENSE NETTED ON TAX RETURN 6,694. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRASING EXPENSE NETTED ON TAX RETURN 6,694. ROUNDING 6. DINNER DANCE 14303 8038 6265 1412 3512 200 1570 14303 8038 6265 1412 3512 200 1570 6694 -429 X 41136 IN KIND 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY INSTANCES WOULD GO THROUGH AN INVESTIGATION OF THE EXECUTIVE COMMITTEE AND THEN PRESENTED TO THE FULL BOARD. IF NEEDED THE BOARD MEMBER COULD BE REMOVED BY VOTE AND LEGAL ACTION TAKEN IF NEEDED. THE ASSISTANT TREASURER, IN CHARGE OF INVESTMENTS, MUST LEAVE ROOM DURING ANY DISCUSSION AND OBSTAIN FROM ANY VOTE CONCERNING INVESTMENT PORTFOLIO. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPARABLE COMPENSATION WITH OTHER ORGANIZATIONS AND DETERMINES THE SALARY. THE ADMINISTRATOR'S SALARY WAS APPROVED BY THE BOARD IN 2010. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 76,001. ROUNDING -5. TOTAL TO FORM 990, PART XI, LINE 5: 75,996. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.