2026-05-08T10:31:05-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 042496563 ASCENTRIA CARE ALLIANCE INC ASCE 7742433900 18 CHESTNUT STREET WORCESTER MA 01608 ANGELA BOVILL PRESIDENT & CEO 7742433900 2026-05-05 1 1 DANIELLE NIHILL P01350943 7819821001 2026-04-23 2024 2025-03-06 01:10:19Z X ANGELA BOVILL 18 CHESTNUT STREET WORCESTER MA 01608 15822393 0 6011 X WWW.ASCENTRIA.ORG X 1872 MA WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 14 13 111 13 0 0 1058483 1911331 12867268 13648343 125004 225392 3485 37327 14054240 15822393 0 0 0 0 10163307 10769000 0 0 920760 4419947 4085530 14583254 14854530 -529014 967863 13155859 16477642 3200187 5929828 9955672 10547814 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 0 0 13648343 THE ORGANIZATION PROVIDES BOARD DEVELOPMENT, PUBLIC RELATIONS, CHURCH RELATIONS, HUMAN RESOURCE MANAGEMENT, WORKER'S COMPENSATION AND UNEMPLOYMENT CLAIMS MANAGEMENT, GROUP PURCHASING, DEBT MANAGEMENT, ACCOUNTING, COMPLIANCE, AND BENEFITS MANAGEMENT TO ITS RELATED ORGANIZATIONS. 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 28 0 1 111 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X ANGELA BOVILL 7742433900 18 CHESTNUT STREET WORCESTER MA 01608 ANGELA BOVILL PRESIDENT & CEO 4.00 36.00 X X 710427 0 42601 KRISTINE HANSCOM EXECUTIVE VP/CFO/COO 4.00 36.00 X 323208 0 29353 NANCY MEEGAN CHIEF OF HUMAN RESOURCE 40.00 0.00 X 287717 0 5785 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCEMENT 4.00 36.00 X 245473 0 377 JULIE A DIFRONZO SR REG DIR OF CLIN REIM 40.00 0.00 X 225820 0 4868 LYNN CORFEY VP OF SC OPERATIONS 40.00 0.00 X 212268 0 8207 GARY O'NEIL CHIEF OF ADVANCEMENT/COMMUNITY ENGMT 40.00 0.00 X 209937 0 7202 APRIL KELLY CHIEF OF REAL ESTATE/CAPITAL PLN 40.00 0.00 X 192345 0 26512 PAUL HALSTEAD CHIEF TECHNOLOGY OFFICER 4.00 36.00 X 183581 0 23581 BRENNA SCHNEIDER CHIEF OR SOCIAL INNOVATION 4.00 36.00 X 182644 0 17539 DEBORAH WADE SENIOR CLINICAL DIRECTOR 40.00 0.00 X 177947 0 11515 KERI A HART REG DIR OF CLINICAL REIM 40.00 0.00 X 168911 0 7610 PATRICIA LEJA REGIONAL CLINICAL RN 40.00 0.00 X 163949 0 16244 NICHOLAS RUSSO SR. DIR. OF TREASURY 4.00 36.00 X 144716 0 4334 TARA BROWNE CLERK/EXECUTIVE ASSISTANT 4.00 36.00 X 75582 0 6881 NICHOLAS SOUSA ASST. CLERK/EXECUTIVE ASSISTANT 4.00 36.00 X 60359 0 8522 FREDERICK JENOURE CHAIR 2.00 20.00 X X 0 0 0 THE REV ROSS GOODMAN VICE CHAIR 2.00 20.00 X X 0 0 0 ASHISH COWLAGI SECRETARY 0.50 5.00 X X 0 0 0 ALEXANDER BARTHOLOMEW FINANCIAL SECRETARY 0.50 5.00 X X 0 0 0 WILLIAM MAYO DIRECTOR/PAST PRESIDENT 2.00 20.00 X 0 0 0 KEITH ROBERTSON DIRECTOR 0.50 5.00 X 0 0 0 MARYBETH CAMPBELL DIRECTOR 5.00 0.00 X 0 0 0 DR BRIAN GIBBS DIRECTOR 5.00 0.00 X 0 0 0 REV DEBORAH JACKSON DIRECTOR 5.00 0.00 X 0 0 0 PETER SCHMIDT DIRECTOR 5.00 0.00 X 0 0 0 BARBARA RUHE DIRECTOR 5.00 0.00 X 0 0 0 STACEY LUSTER DIRECTOR 5.00 0.00 X 0 0 0 CHARRAN FISHER DIRECTOR 5.00 0.00 X 0 0 0 3564884 0 221131 32 0 1 0 CLAY AND ASSOCIATES LLC 560 FOX HILL RD CHATHAM MA 02633 CONSULTANT 710741 1 1911331 9852 1911331 PROGRAM SERVICE REVENUE 561000 13648343 13648343 13648343 225392 225392 OTHER REVENUE 561000 37327 37327 37327 15822393 13648343 0 262719 2590537 2227862 362675 6578400 6234944 343456 120241 120241 844982 800217 44765 634840 575745 59095 82190 82190 43714 43714 80000 80000 1379691 1354940 24751 60766 40671 20095 101512 91511 10001 1103758 1066549 37209 675185 671625 3560 196161 190371 5790 55204 55204 32010 32010 91912 91912 OTHER EXPENSES 183427 174064 9363 14854530 0 13933770 920760 153898 161858 357486 107176 18675 0 499589 609607 435052 299883 28525 135169 3788789 5427990 1721825 1883457 51736 37671 6535336 8114714 13155859 16477642 963313 1435892 0 19 383 0 1295000 840000 941491 3653917 3200187 5929828 X 2728984 2010142 7226688 8537672 9955672 10547814 13155859 16477642 967863 151919 -509158 -18482 0 X 0 1 X 1 0 X 774830 2421993 1211235 1058483 1911331 7377872 5596841 9260653 6822208 12867268 13648343 48195313 6371671 11682646 8033443 13925751 15559674 55573185 365570 77287 17015 229500 160352 849724 0 365570 77287 17015 229500 160352 849724 54723461 9528 10572 49269 125004 225392 419765 9528 10572 49269 125004 225392 419765 1563 47821 25396 3485 37327 115592 6382762 11741039 8108108 14054240 15822393 56108542 0.97530 0.97760 0.00750 0.00510 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,563. 2021 AMOUNT: $ 47,821. 2022 AMOUNT: $ 25,396. 2023 AMOUNT: $ 3,485. 2024 AMOUNT: $ 37,327. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 933880 933880 933880 933880 933880 933880 933880 933880 933880 933880 0.00000 1.00000 0.00000 0 1 0 1 1 68896 68896 0 107806 107806 0 258349 123181 135168 135169 JP MORGAN INVESTMENT ACCOUNT 5427990 F 5427990 ELCA ENDOWMENT FUND 1037955 C INVESTMENT HELD IN TRUST 845502 F 1883457 DUE FROM RELATED PARTIES 7562903 PENSION ASSET 319543 SECURITY DEPOSITS 27000 BENEFICIAL INTEREST IN LIFE INSURAN 53488 RIGHT OF USE ASSET, NET 101780 OTHER ASSETS 50000 8114714 TRAVELERS PENSION PLAN 436971 LEASE LIABILITIES 127272 DUE TO RELATED PARTY 3089674 3653917 X PART V, LINE 4: IN ACCORDANCE WITH THE DONOR REQUIREMENTS THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY UNTIL APPROPRIATED FOR EXPENDITURE TO BE USED FOR GENERAL PURPOSES OF THE ORGANIZATION. PART X, LINE 2: ALL THE MEMBERS OF THE ORGANIZATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE CODES. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. ADDITIONALLY, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 ANGELA BOVILL PRESIDENT & CEO 511486 0 190500 0 8441 0 31000 0 11601 0 753028 0 0 0 KRISTINE HANSCOM EXECUTIVE VP/CFO/COO 288620 0 30000 0 4588 0 21769 0 7584 0 352561 0 0 0 NANCY MEEGAN CHIEF OF HUMAN RESOURCE 259969 0 24100 0 3648 0 0 0 5785 0 293502 0 0 0 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCEMENT 245000 0 0 0 473 0 377 0 0 0 245850 0 0 0 JULIE A DIFRONZO SR REG DIR OF CLIN REIM 225820 0 0 0 0 0 0 0 4868 0 230688 0 0 0 LYNN CORFEY VP OF SC OPERATIONS 212268 0 0 0 0 0 0 0 8207 0 220475 0 0 0 GARY O'NEIL CHIEF OF ADVANCEMENT/COMMUNITY ENGMT 207847 0 0 0 2090 0 0 0 7202 0 217139 0 0 0 APRIL KELLY CHIEF OF REAL ESTATE/CAPITAL PLN 191927 0 0 0 418 0 26512 0 0 0 218857 0 0 0 PAUL HALSTEAD CHIEF TECHNOLOGY OFFICER 173320 0 0 0 10261 0 23500 0 81 0 207162 0 0 0 BRENNA SCHNEIDER CHIEF OR SOCIAL INNOVATION 178888 0 0 0 3756 0 17539 0 0 0 200183 0 0 0 DEBORAH WADE SENIOR CLINICAL DIRECTOR 177947 0 0 0 0 0 0 0 11515 0 189462 0 0 0 KERI A HART REG DIR OF CLINICAL REIM 168911 0 0 0 0 0 0 0 7610 0 176521 0 0 0 PATRICIA LEJA REGIONAL CLINICAL RN 163949 0 0 0 0 0 0 0 16244 0 180193 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF TEN PERSONS, INCLUDING THE OFFICERS OF THE BOARD OF DIRECTORS, THE PRESIDENT OF THE CORPORATION, AND FOUR OTHER MEMBERS OF THE BOARD OF DIRECTORS TO BE APPOINTED BY THE CHAIR WITH THE APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT ON BEHALF OF THE ENTIRE BOARD OF DIRECTORS ON MATTERS THAT REQUIRE ATTENTION AT TIMES WHEN A REGULAR OR SPECIAL MEETING CANNOT BE CALLED. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO CHANGE THE LOCATION OF THE CORPORATION, AMEND THE BY-LAWS, ELECT OFFICERS OR DIRECTORS TO FILL VACANCIES, REMOVE OFFICERS OR DIRECTORS, OR AUTHORIZE A MERGER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, EMPLOYEE, COMMITTEE MEMBER, OR VOLUNTEER OF ACA OR ITS SUBSIDIARIES, WHETHER BECAUSE OF HIS/HER EMPLOYMENT, BUSINESS INTERESTS, INVESTMENTS, OR OTHERWISE, WHO HAS INTERESTS THAT DO OR MAY, DIRECTLY OR INDIRECTLY, COMPETE WITH OR BE IN CONFLICT WITH THE INTERESTS OF ACA SHALL PROMPTLY DISCLOSE ALL MATERIAL FACTS OF SUCH CONFLICT OF INTEREST IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS AND/OR TO THE PRESIDENT OF ACA. SUCH PERSON SHALL ALSO ANNOUNCE THE SAME AT ANY MEETING OR DISCUSSION IN WHICH HE/SHE IS A PARTICIPANT AND AT WHICH SUCH CONFLICT ARISES AND SHALL REFRAIN FROM ACTING THEREON. AFTER DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER ACA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ACA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH TO MAKE A RECOMMENDATION FOR THE COMPENSATION OF THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATION, DOCUMENTED PHONE CALLS ABOUT SIMILAR CEO POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILING OF SIMILAR ORGANIZATION. THE EXECUTIVE COMMITTEE WILL DOCUMENT ITS DECISIONS IN THE MINUTES OF THE MEETING. THE DOCUMENTATION OF THE CEO'S COMPENSATION INCLUDES: A DISCUSSION OF THE CEO'S RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW, DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; LIST OF COMMITTEE MEMBERS PRESENT DURING THE DISCUSSION; ACTIONS TAKEN WITH RESPECT TO THE DECISION OF THE COMPENSATION; AND A RECORD OF THE RESULT OF THE COMPENSATION VOTE. COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES INCLUDE A SIMILAR PROCESS HOWEVER, AMOUNTS ARE APPROVED BY THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATION, DOCUMENTED PHONE CALLS ABOUT SIMILAR POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILING OF SIMILAR ORGANIZATION. THE DOCUMENTATION OF THE OFFICERS AND KEY EMPLOYEES COMPENSATION INCLUDES: A DISCUSSION OF RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW, DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; ACTIONS TAKEN WITH RESPECT TO THE DECISION OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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