2025-03-17T10:10:50-05:00 2024-09-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2023-10-01 042105937 GLENMEADOW INC GLEN 4135677800 24 TABOR CROSSING LONGMEADOW MA 01106 DR KATHLEEN A MARTIN PRESIDENT AND CEO 4135677800 2025-03-02 1 0 RUDY M D'AGOSTINO P00962620 4135368510 2025-02-24 2023 2025-03-06 01:10:19Z DR KATHLEEN A MARTIN 24 TABOR CROSSING LONGMEADOW MA 01106 39831747 0 X WWW.GLENMEADOW.ORG X 1884 MA PROVIDING PREMIER SENIOR SERVICES; NURTURING MIND, BODY AND SPIRIT OF THOSE WE SERVE 12 12 319 36 0 0 431817 594740 10745921 11312664 -244782 2779437 49054 42366 10982010 14729207 105024 105024 0 0 7781342 8313406 0 0 39758 5604769 5761492 13491135 14179922 -2509125 549285 52173997 59986571 39203508 43546155 12970489 16440416 TO PROVIDE SERVICES TO MEET THE HOUSING, HEALTHCARE, PHYSICAL, EMOTIONAL, RECREATIONAL, SPIRITUAL, AND SOCIAL NEEDS OF ITS CLIENTS. 0 0 8648841 105024 8250536 GLENMEADOW PROVIDED HOUSING AND SUPPORTIVE SERVICES TO 167 SENIORS. 2966756 3062128 GLENMEADOW AT HOME PROVIDED PERSONAL CARE AND OTHER SUPPORTIVE SERVICES TO 91 SENIORS. 11615597 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 56 0 1 319 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X DAVID LESLIE 4135677800 24 TABOR CROSSING LONGMEADOW MA 01106 MICHAEL TREMBLE CHAIR 1.00 X X 0 0 0 MARY MEEHAN TREASURER 1.00 X X 0 0 0 KELLY KOCH VICE CHAIR 1.00 X X 0 0 0 ANNETTE LERNER DIRECTOR 1.00 X 0 0 0 AMY CORSETTI DIRECTOR 1.00 X 0 0 0 PAUL MARCHESES DIRECTOR 1.00 X 0 0 0 AARON MENDELSON DIRECTOR 1.00 X 0 0 0 JACQUELINE JOHNSON DIRECTOR - END 11/20/23 1.00 X 0 0 0 BARBARA BUDDINGTON DIRECTOR - EFF 11/20/23 1.00 X 0 0 0 ERIN KOEBLER CLERK 1.00 X X 0 0 0 BROOKS FITCH DIRECTOR 1.00 X 0 0 0 RORY O'BRIEN DIRECTOR - EFF 11/20/23 1.00 X 0 0 0 MEREDITH WISE DIRECTOR - EFF 11/20/23 1.00 X 0 0 0 ANNE THOMAS PRESIDENT/CEO-END 9/30/23 40.00 X 212694 0 10980 DR KATHLEEN A MARTIN PRESIDENT/CEO 40.00 X 69451 0 2031 DAVID LESLIE VP OF FINANCE & OPERATIONS 40.00 X 181116 0 11272 MEAGHAN CARRIER VP HEALTH AND WELLNESS 40.00 X 131251 0 16243 594512 0 40526 3 0 1 0 WESTERN BUILDERS 73 PLEASANT ST GRANBY MA 01033 GENERAL CONTRACTORS 448086 DIMELLA SHAFFER ASSOCIATES 24 FARNSWORTH ST BOSTON MA 02210 ARCHITECT 411787 GRAYSTONE CONSULTING 28 STATE ST 26TH FLOOR BOSTON MA 02109 INVESTMENT ADVISORS 101837 3 4620 590120 594740 RESIDENT SERVICE FEE 623990 7598847 7598847 COMMUNITY SERVICES 621610 3062128 3062128 ENTRANCE FEES 623990 651689 651689 11312664 665821 665821 14045 0 14045 14045 14045 27054033 136431 25037976 38872 2016057 97559 2113616 2113616 19980 4620 25692 -5712 -5712 GUEST FEES 623990 15305 15305 STORE 455000 10206 10206 MISCELLANEOUS 623990 8522 8522 34033 14729207 11312664 0 2821803 105024 105024 446650 105116 306495 35039 6656857 5777201 879656 76515 61547 14968 542181 379826 162355 591203 431458 155026 4719 19113 19113 31503 31503 134734 134734 14099 1312 12787 187741 26345 161396 159833 57180 102653 1660471 1610211 50260 22733 14984 7749 193542 190861 2681 1768664 1745837 22827 349762 189273 160489 FOOD & RELATED SUPPLIES 770952 755818 15134 MISC FEES & LICENSES 174816 30114 144702 BAD DEBT 66011 66011 LAUNDRY SUPPLIES 51797 51797 155721 81693 74028 14179922 11615597 2524567 39758 6070571 3095128 1577102 2817313 6951 945792 676270 34796 35841 207767 262198 51315605 26304135 19898215 25011470 21096423 25523278 63320 75188 187342 180611 2092669 2302323 52173997 59986571 901323 1380379 3915275 4613247 7728985 10667777 344424 222275 26313501 26662477 39203508 43546155 X 11009170 14049858 1961319 2390558 12970489 16440416 52173997 59986571 549285 2920642 0 X X 0 1 X 1 0 X 272956 654611 2918856 431817 594740 4872980 11017384 10974399 11312513 10745921 11312664 55362881 56853 7024 12924 28360 28029 133190 11347193 11636034 14244293 11206098 11935433 60369051 318848 574656 178287 365687 662419 2099897 975215 1097460 1244308 742442 1081142 5140567 1294063 1672116 1422595 1108129 1743561 7240464 53128587 640812 546380 555471 716190 679866 3138719 640812 546380 555471 716190 679866 3138719 6703 6703 11994708 12182414 14799764 11922288 12615299 63514473 0.83650 0.84470 0.04940 0.05390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2028501 188540 409276 168577 2457740 1735781 255497 205373 168150 2028501 2233598 108171 -420531 185457 1735781 1949581 75824 401728 193535 2233598 1899928 88564 147055 185966 1949581 0.02730 0.87070 0.10200 1 0 2817051 2817051 34524271 21596696 12927575 8154519 4671211 3483308 5819764 36228 5783536 25011470 PENDING ENTRANCE FEE REFUNDS 3322104 FEES REFUNDABLE TO RESIDENTS 23105809 DEFERRED COMPENSATION 234564 26662477 X 17463334 2920642 53243 2973885 14489449 239758 239758 14729207 13993407 53243 53243 13940164 239758 239758 14179922 PART IV, LINE 2B: DEPOSITORS' ESCROW ($62,123) IS RESERVATION DEPOSITS PRIOR TO OCCUPANCY. SECURITY DEPOSIT FUND ($160,230) IS SECURITY DEPOSITS MADE BY ASSISTED LIVING RESIDENTS. PART V, LINE 4: ENDOWMENT EARNINGS ARE USED FOR OPERATIONS PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATIONN BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CASUALTY EXPENSE NETTED AGAINST PROCEEDS ON THE 990 27,551. SPECIAL EVENT EXPENSE NETTED AGAINST REVENUE ON THE 990 25,692. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE REPORTED AS AN EXPENSE ON 990 105,024. INVESTMENT FEES NET WITH INCOME ON THE F/S 134,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: CASUALTY EXPENSE NETTED AGAINST PROCEEDS ON THE 990 27,551. SPECIAL EVENT EXPENSE NETTED AGAINST REVENUE ON THE 990 25,692. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE REPORTED AS AN EXPENSE ON 990 105,024. INVESTMENT FEES NET WITH INCOME ON THE F/S 134,734. AGE OF EXCELLENCE 24600 4620 19980 3654 9743 800 11495 24600 4620 19980 3654 9743 800 11495 25692 -5712 1 FINANCIAL ASSISTANCE 3 105024 PART I, LINE 2: GLENMEADOW WILL CONSIDER ALL RESIDENTS FOR SCHOLARSHIP SUPPORT WHEN THEY HAVE DEPLETED THEIR ASSETS. ALL ASSETS IDENTIFIED AT THE TIME OF ADMISSION MUST HAVE BEEN SPENT ON THE RESIDENT'S CARE. TRANSFER OR GIFTING OF ASSETS WILL NEGATE A RESIDENT'S ABILITY TO QUALIFY FOR SCHOLARSHIP SUPPORT. RESIDENTS MAY APPLY FOR SCHOLARSHIP BY SENDING A LETTER OF REQUEST TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS SOLE AUTHORITY FOR AWARDING SCHOLARSHIP SUPPORT. THIS SUPPORT MAY BE TERMINATED AT ANY TIME BY A DECISION OF THE BOARD OF DIRECTORS. RESIDENTS ARE ELIGIBLE FOR SCHOLARSHIP WHEN THEIR ASSETS FALL BELOW $2,000. PRIOR TO REACHING THAT LEVEL, RESIDENTS ARE ENCOURAGED TO PRE-PAY FUNERAL EXPENSES OR FUND A DESIGNATED BURIAL ACCOUNT. RESIDENTS MUST BE APPROVED FOR MASSACHUSETTS MEDICAL ASSISTANCE PRIOR TO THEIR APPROVAL FOR SCHOLARSHIP. GLENMEADOW'S DIRECTOR OF RESIDENT SERVICES WILL ASSIST THE RESIDENT OR THEIR FAMILY IN COMPLETING THE APPLICATION FOR MEDICAL ASSISTANCE. GLENMEADOW MAY REQUIRE THAT THE APPLICANT PROVIDE INCOME TAX RETURNS, TITLE SEARCH OF PROPERTY OR OTHER DOCUMENTS TO VERIFY ELIGIBILITY. GLENMEADOW WILL PROVIDE SCHOLARSHIP IN AN AMOUNT EQUAL TO THE MONTHLY FEE CHARGED BY GLENMEADOW, LESS THE RESIDENT'S FIXED MONTHLY INCOME. RESIDENTS WILL BE PERMITTED TO RETAIN $75.00 MONTHLY FOR PERSONAL EXPENSES. GLENMEADOW ASSUMES NO LIABILITY FOR ANY OTHER TYPE OF EXPENSE, INCLUDING MEDICAL BILLS, ADDITIONAL NURSING OR HOUSEKEEPING CHARGES, PRIVATE DUTY STAFF OR MEDICATIONS. RESIDENTS MUST VERIFY THEIR INCOME ON AN ANNUAL BASIS FOR RE-CALCULATION OF SCHOLARSHIP. IF A RESIDENT COVERED BY SCHOLARSHIP REQUIRES NURSING HOME CARE, MEDICAL ASSISTANCE WILL PAY FOR THAT, LESS THE RESIDENT'S FIXED MONTHLY INCOME. GLENMEADOW ASSUMES NO RESPONSIBILITY FOR NURSING HOME EXPENSES. IF A TEMPORARY PLACEMENT IN A HOSPITAL OR NURSING HOME IS NECESSARY, GLENMEADOW WILL CONTINUE SCHOLARSHIP SUPPORT TO HOLD THE GLENMEADOW APARTMENT FOR UP TO ONE MONTH ANNUALLY. SCHOLARSHIP TERMINATES UPON DISCHARGE FROM GLENMEADOW, FOR FALSIFICATION OF FINANCIAL INFORMATION OR AT THE DISCRETION OF THE BOARD OF DIRECTORS. X X 0 0 0 0 0 0 0 0 0 ANNE THOMAS PRESIDENT/CEO-END 9/30/23 207344 0 5350 0 0 0 7701 0 3279 0 223674 0 0 0 DAVID LESLIE VP OF FINANCE & OPERATIONS 175766 0 5350 0 0 0 5446 0 5826 0 192388 0 0 0 A MASS DEVELOPMENT FINANCE AGENCY 043431814 2023-06-14 5000000 CONSTRUCTION OF COMMON AREAS IN BUILDING 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY (SERIES 2021A AND 2021B) 043431814 2021-04-24 8000000 IMPROVEMENTS TO COMMON AREAS IN BUILDING, ROOF AND RESIDENTIAL APARTMENTS 0 0 0 A 5000000 82776 3385492 1531732 0 0 0 1 B 1553767 8000000 123158 6323075 2021 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 1 1 A 1 B 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 193542 INTEREST EXPENSE PAID TO SUBSTANTIAL CONTRIBUTOR 0 FORM 990, PART VI, SECTION A, LINE 6 GLENMEADOW'S LEGAL ENTITY IS COMPRISED OF CORPORATORS/MEMBERS WHO ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A GLENMEADOW'S LEGAL ENTITY IS COMPRISED OF CORPORATORS/MEMBERS WHO ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO GLENMEADOW'S BYLAWS MUST BE APPROVED BY ITS CORPORATOR AMBASSADORS/MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B GLENMEADOW'S AUDIT COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD TO APPROVE THE 990. ALL BOARD MEMBERS WILL BE GIVEN A COPY OF THE 990 FOR THEIR REVIEW PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE. ANNUAL TRAINING IS GIVEN TO ALL STAFF AND A WHISTLEBLOWER HOTLINE IS IN PLACE AS A CONFIDENTIAL MEANS TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. GLENMEADOW CONSULTING LLC 24 TABOR CROSSING LONGMEADOW MA 01116 042105937 CONSULTING SERVICES TO NON-PROFIT ORGANIZATIONS MA GLENMEADOW INC