MILTON RESIDENCES FOR THE ELDERLY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MILTON RESIDENCES FOR THE ELDERLY INC (EIN 04-6207699)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-15
- IRS object ID
- 201131999349300613
- Schema version
- 2010v3.2
- 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 | 2011-07-15T11:23:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T REILLY & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046207699 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON RESIDENCES FOR THE ELDERLY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILT | NameControl |
| Phone | 6176983005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CANTON AVENUE | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH MCLAREN | Name |
| Title | PRESIDENT | Title |
| Phone | 6176983005 | Phone |
| Date Signed | 2011-06-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK T ARDITO | Name |
| Phone | 6176968900 | Phone |
| Date Prepared | 2011-06-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM J SULLIVAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CANTON AVENUE | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1351345 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MREINC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 58978 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 168874 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1395264 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1149089 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19134 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33382 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1473376 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1351345 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 165749 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1098678 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1070436 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14843 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 214832 | OtherExpensePriorYear |
| Other Expenses Current Year | 185633 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1315610 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1421818 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 157766 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -70473 | RevenuesLessExpensesCY |
| Total Assets BOY | 1663339 | TotalAssetsBOY |
| Total Assets EOY | 1701502 | TotalAssetsEOY |
| Total Liabilities BOY | 68698 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73347 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1594641 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1628155 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENDEAVORS TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 570626 | Expense |
| Revenue | 737690 | Revenue |
| Description | PROVIDED STAFFING AND MANAGEMENT TO THREE PROPERTIES, 318 UNITS, IN ORDER TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 416372 | Expense |
| Revenue | 411399 | Revenue |
| Description | SUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 165749 | Expense |
| Grants | 165749 | Grants |
| Description | GRANT RECEIVED AND TRANSFERED TO WINTER VALLEY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 165749 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 165749 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1152747 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 1 | 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 | 32 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 |
| 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 | SARAH MCLAREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176983005 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CANTON AVE | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| WILLIAM J SULLIVAN | |||||
| PRESIDENT | X | X | 0 | 0 | 0 |
| PAUL NEEDHAM | |||||
| VICE PRESIDENT | X | X | 0 | 0 | 0 |
| WILLIAM CHAPMAN | |||||
| TREASURER | X | X | 0 | 0 | 0 |
| MARITTA CRONIN | |||||
| SECRETARY | X | X | 0 | 0 | 0 |
| BURTON GREENLAW | |||||
| DIRECTOR | X | X | 0 | 0 | 0 |
| JON W CRONIN MD | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| CAROLYN SAVAGE | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| REV GEORGE WELLES | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| EWALD CHARLES | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| MICHAEL BRADY | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| GEORGE GEARY | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| BRANCH LANE | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| CAROL SULLIVAN | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 165749 | GovernmentGrants |
| All Other Contributions | 3125 | AllOtherContributions |
| Total Contributions | 168874 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MAINTENANCE & SECURITY | 561700 | 560314 | 560314 |
| ASSISTED LIVING & MANA | 623990 | 319941 | 319941 |
| MANAGEMENT FEES | 561000 | 177376 | 177376 |
| SUPPORT SERVICE FEES | 561000 | 82814 | 82814 |
| TRANSPORT & MISC | 561499 | 8644 | 8644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1149089 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33382 | TotalRevenueColumn |
| Exclusion | $33,382 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1351345 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1149089 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33,382 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165749 | Total |
| Program Services | 165749 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890687 | Total |
| Program Services | 771797 | ProgramServices |
| Management And General | 118890 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102487 | Total |
| Program Services | 85239 | ProgramServices |
| Management And General | 17248 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77262 | Total |
| Program Services | 66949 | ProgramServices |
| Management And General | 10313 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526 | Total |
| Management And General | 526 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15500 | Total |
| Management And General | 15500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1251 | Total |
| Management And General | 1251 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14843 | Total |
| Fundraising | 14843 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21900 | Total |
| Management And General | 21900 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116 | Total |
| Management And General | 2116 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19724 | Total |
| Management And General | 19724 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3522 | Total |
| Program Services | 1288 | ProgramServices |
| Management And General | 2234 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ASSISTED LIVING PROJECT | 38823 | 38823 | |
| CONTRIBUTION TO UNQUITY | 33953 | 33953 | |
| HEALTH SERVICES | 16794 | 16794 | |
| MISC. EXPENSES | 10573 | 10573 | |
| TRANSPORTATION EXPENSES | 6108 | 6108 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1421818 | Total |
| Program Services | 1152747 | ProgramServices |
| Management And General | 254228 | ManagementAndGeneral |
| Fundraising | 14843 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581828 | BOY |
| EOY | 357961 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36676 | BOY |
| EOY | 12929 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14992 | BOY |
| EOY | 7258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 149942 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 102943 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49505 | BOY |
| EOY | 46999 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980338 | BOY |
| EOY | 1276355 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1663339 | BOY |
| EOY | 1701502 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68698 | BOY |
| EOY | 73347 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68698 | BOY |
| EOY | 73347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1594641 | BOY |
| EOY | 1628155 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1594641 | BOY |
| EOY | 1628155 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1663339 | BOY |
| EOY | 1701502 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -70473 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 103987 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 Minus3 Years | 18196 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14124 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3125 | CurrentTaxYear |
| Total | 94423 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1931736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1896390 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1572407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1395764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1420978 | CurrentTaxYear |
| Total | 8217275 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1931736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1914586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1586531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1454742 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1424103 | CurrentTaxYear |
| Total | 8311698 | 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 | 8311698 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33382 | CurrentTaxYear |
| Total | 224473 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33382 | CurrentTaxYear |
| Total | 224473 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1997019 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1968572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1634782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1478313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1457485 | CurrentTaxYear |
| Total | 8536171 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97370 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02630 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02500 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 275 | InvestmentCostOrOtherBasis |
| Depreciation | 180 | Depreciation |
| Book Value | 95 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 70217 | InvestmentCostOrOtherBasis |
| Depreciation | 65326 | Depreciation |
| Book Value | 4891 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 79450 | InvestmentCostOrOtherBasis |
| Depreciation | 37437 | Depreciation |
| Book Value | 42013 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46999 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY SECURITIES | 69015 | F |
| MUTUAL FUNDS - BONDS | 220910 | F |
| MUTUAL FUNDS - EQUITIES | 780816 | F |
| EXCHANGE TRADED FUNDS | 205614 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1276355 | TotalOfBookValueSecurities |
| Total Revenue | 1351345 | TotalRevenue |
| Total Expenses | 1421818 | TotalExpenses |
| Excess Or Deficit For Year | -70473 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 103987 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 103987 | TotalAdjustments |
| Excess Or Deficit Per FS | 33514 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1456394 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 103987 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1062 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 105049 | RevenueNotRptdF990 |
| Revenue Subtotal | 1351345 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1351345 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1422880 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1062 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1062 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1421818 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1421818 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTER VALLEY RESIDENCES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CANTON AVENUE | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 042616099 | EINOfRecipient |
| Amount Of Cash Grant | 165749 | AmountOfCashGrant |
| Purpose Of Grant | FOR ROOF CONSTRUCTION AND ROOFING REPAIRS ON PROPERTIES. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PRESENTS ANY POTENTIAL CONTRIBUTION AMOUNTS TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| OTHER INFORMATION: | PART IV: | THE ORGANIZATION AS THE MANAGEMENT AGENT FOR THE GRANTEE MONITORED THE USE OF GRANT FUNDS BY OVERSEEING THE PROJECT THROUGH VISUAL INSPECTION OF PROGRESS, MEETING WITH CONTRACTORS AND VENDORS, REVIEWING ALL INVOICES SUBMITTED, AND APPROVING ALL PAYMENTS RELATED TO GRANT FUNDS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM J SULLIVAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PRESIDENT OF THE BOARD OF DIRECTORS | Relationship |
| Amount Of Transaction | 12653 | AmountOfTransaction |
| Description Of Transaction | INSURANCE PREMUIMS PAID ON A POLICY TO THE INSURANCE AGENCY THAT IS OWNED BY WILLIAM J. SULLIVAN. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURNS ARE PREPARED BY THE CORPORATION'S AUDIT FIRM. A DRAFT OF THE FORM 990 IS SUBMITTED TO THE CORPORATION'S MANAGEMENT BY ITS AUDIT FIRM FOR REVIEW. UPON COMPLETION OF MANAGEMENT'S REVIEW AND RESOLUTION OF ANY QUESTIONS, THE DRAFT OF THE FORM 990 IS THEN ELECTRONICALLY SUBMITTED TO THE CORPORATION'S TREASURER AND/OR FINANCE COMMITTEE FOR A SECOND REVIEW AND APPROVAL PRIOR TO FILING. | |
| THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST AND THEY ARE ALSO AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF THE ATTORNEY GENERAL'S WEBSITE OR GUIDESTAR. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 103,987. TO REFLECT THE UNREALIZED GAIN (LOSS) ON THE VALUATION OF INVESTMENTS HELD BY THE ORGANIZATION BEGINNING BALANCE WAS ADJUSTED FOR PRIOR PERIOD ADJUSTMENTS NOT DONE UNTIL AFTER FILING OF THE RETURN. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF DIRECTORS OF THE ORGANIZATION SELECTS THE INDEPENDENT ACCOUNTANT. REFERENCE PART VII OF FORM 990 FOR A LISTING OF THE BOARD OF DIRECTORS. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNQUITY HOUSE CORPORATION | ||||||||||
| 30 CURTIS ROAD | MILTON | MA | 02186 | 043581983 | ELDERLY HOUSING | MA | 501(C)(3) | 509(A)(2) | MILTON RESIDENCES FOR THE ELDERLY | 0 |
| WINTER VALLEY RESIDENCES INC | ||||||||||
| 600 CANTON AVE | MILTON | MA | 02186 | 042616099 | ELDERLY HOUSING | MA | 501(C)(3) | 509(A)(2) | MILTON RESIDENCES FOR THE ELDERLY | 0 |
| SOUTH BOSTON ELDERLY RESIDENCES INC | ||||||||||
| 376 WEST FOURTH STREET | SOUTH BOSTON | MA | 02127 | 208232873 | ELDERLY HOUSING | MA | 501(C)(3) | 509(A)(2) | MILTON RESIDENCES FOR THE ELDERLY | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 |
| 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 | 0 | 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SOUTH BOSTON ELDERLY RESIDENCES INC | ||
| N | 13911 | FMV |
| SOUTH BOSTON ELDERLY RESIDENCES INC | ||
| P | 10212 | FMV |
| UNQUITY HOUSE CORPORATION | ||
| N | 275208 | FMV |
| UNQUITY HOUSE CORPORATION | ||
| P | 67512 | FMV |
| WINTER VALLEY RESIDENCES INC | ||
| B | 165749 | FMV |
| WINTER VALLEY RESIDENCES INC | ||
| N | 342226 | FMV |
| WINTER VALLEY RESIDENCES INC | ||
| P | 91056 | FMV |