STONE INSTITUTE AND NEWTON HOME FOR AGED PEOPLE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STONE INSTITUTE AND NEWTON HOME FOR AGED PEOPLE (EIN 04-2105896)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349101917
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:12:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE INSTITUTE AND NEWTON HOME FOR | BusinessNameLine1Txt |
| Business Name Line2 | AGED PEOPLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 6175270023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SANTERRE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6175270023 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL | PreparerPersonNm |
| PTIN | P00138808 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,172,506 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $269,177 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $109,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,644 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $109,644 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $882,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,189,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $882,035 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,708,611 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,708,611 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,969,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $991,679 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,818,255 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,887,674 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,981,957 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $905,717 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $653,098 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $552,630 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $100,468 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,749 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $63,250 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,499 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $31,709 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $589,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $483,388 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,880 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $140,778 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $119,122 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $21,656 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $446,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $377,778 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $68,680 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $354,976 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $354,976 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $409,633 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $346,618 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,015 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $449 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $380 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,126,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,506,447 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $619,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,720,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,818,255 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,884,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,720,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,818,255 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,884,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$751,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $973,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,047,910 | CashBOYAmt |
| Cash EOY | $628,850 | CashEOYAmt |
| Cash EOYFMV | $628,850 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $330,402 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $2,027,531 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $262,363 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $987,068 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,765,168 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,765,168 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,734 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $123,326 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $123,326 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,365,226 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,405,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,405,223 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,496,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,246,654 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,507,330 | LandBOYAmt |
| Land EOY | $3,249,939 | LandEOYAmt |
| Land EOYFMV | $3,249,939 | LandEOYFMVAmt |
| Total Assets BOY | $9,265,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,172,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,172,506 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,143,892 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,627,068 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $90,836 | DeferredRevenueBOYAmt |
| Mortgages And Notes Payable BOY | $3,128,974 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,954,610 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,908 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,363,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,620,586 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,849,465 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,512,824 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $52,503 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $39,096 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,901,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,551,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,265,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,172,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,901,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$751,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,150,962 | SubtotalAmt |
| Other Decreases | $599,042 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,551,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES ON INVESTMENT | PropertyDesc |
| Gross Sales Price | $3,189,451 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,307,416 | CostOrOtherBasisAmt |
| Gain Or Loss | $882,035 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $882,035 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $882,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1992-12-21 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STONEREHABANDSENIORLIVING.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175270023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SALLY H JENKS | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DENNIS C RIESKE | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER Y SHEPLER | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL ROSSI | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | CLERK | 1.00 | $0 | $0 | $0 |
| MICHAEL ALEXANDER | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEAN M THURSTON | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYCE LOCHIATTO | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZEILA DE SOUZA | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY KUHL | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILFRED MAMUYA | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| OLIVE CHITO | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | RN | 57.00 | $187,178 | $0 | $3,837 |
| JIANWU CHEN | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | RN | 55.00 | $165,067 | $0 | $14,309 |
| UGUETTE JOSEPH | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | LPN | 49.00 | $140,541 | $0 | $17,791 |
| SYLVESTER BOACHIE | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | CNA | 80.00 | $149,816 | $0 | $3,194 |
| MARTHA KELLY | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | CNA | 59.00 | $146,878 | $0 | $3,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHELSEA JEWISH LIFECARE INC | |||||
| 165 CAPTAINS ROW | CHELSEA | MA | 02150 | MANAGEMENT SERVICES | $362,277 |
| PERFORMANCE HEALTHCARE SERVICES INC | |||||
| 47R RIVER STREET SUITE 200R | WELLESLEY | MA | 02481 | AGENCY HOUSEKEEPING | $268,223 |
| SYNCHRONY REHAB | |||||
| PO BOX 74590 | CLEVELAND | OH | 44194 | CONTRACT REHABILIATION SERVICES | $219,244 |
| EXPRESS HEALTHCARE GROUP INC | |||||
| 241 WAVERLY ROAD | NORTH ANDOVER | MA | 01845 | AGENCY NURSING | $173,162 |
| INTELYCARE INC | |||||
| 1250 HANCOCK STREET 501N | QUINCY | MA | 02169 | AGENCY NURSING | $91,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF A 24-BED RETIREMENT HOME FOR AGED PERSONS IN INDIGENT CIRCUMSTANCES, AND AN 82-BED SKILLED NURSING FACILITY. | Description1Txt |
| Expenses1 | $12,348,181 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,365,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,523,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,888,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,888,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,830,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,884,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,884,445 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1992-12-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $1 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $45,208 | Year3Amt |
| Total | $45,209 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $1 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $38,427 | Year3Amt |
| Total | $38,428 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,884,445 | CurrentYearAmt |
| Year1 | $1,978,217 | Year1Amt |
| Year2 | $695,234 | Year2Amt |
| Year3 | $323,119 | Year3Amt |
| Total | $4,881,015 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,884,445 | CurrentYearAmt |
| Year1 | $1,978,217 | Year1Amt |
| Year2 | $695,234 | Year2Amt |
| Year3 | $323,119 | Year3Amt |
| Total | $4,881,015 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $9,265,670 | Year1Amt |
| Year2 | $11,360,099 | Year2Amt |
| Year3 | $11,359,233 | Year3Amt |
| Total | $31,985,002 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $127,683 | CurrentYearAmt |
| Year1 | $1 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $30,139 | Year3Amt |
| Total | $157,823 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD BLAKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177620882 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS HAVE BEEN NOTED. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $10,699,767 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $882,035 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $8,844 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $991,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,708,611 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,700,290 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | ALL INCOME RELATED TO PRIVATE OPERATING FOUNDATION PROVIDING NURSING CARE AND OTHER RELATED SERVICES TO RESIDENTS OF THE FACILITY. |
| 3 | THE ORGANIZATION USES ITS INVESTMENT INCOME TO SUPPORT ITS MISSION TO PROVIDE NURSING CARE AND OTHER RELATED SERVICES TO RESIDENTS OF THE FACILITY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES | ||||||
| 1 | 1 ASHBURN PL 11TH FLOOR | BOSTON | MA | 02108 | $236,652 | Yes (X) |
| CHRISTOPHER SHEPLER | ||||||
| 2 | 44 SOULE AVE | DUXBURY | MA | 02332 | $8,000 | Yes (X) |
| HAMILTON CO CHARITABLE FOUNDATION (HCCF) PROJECT FUND | ||||||
| 3 | 39 BRIGHTON AVE | BOSTON | MA | 02134 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,474 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,709 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,765 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH AND CASH INVESTMENTS | FMV | $39,823 | $39,823 |
| OTHER INVESTMENTS | FMV | $2,365,400 | $2,365,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $74,749 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,499 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINES/LOSSES | Desc |
| Amt | $599,042 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $1,005 | $0 | $850 | $155 |
| OFFICE EXPENSE | $31,551 | $0 | $26,697 | $4,854 |
| INFORMATION TECHNOLOGY | $155,849 | $0 | $131,874 | $23,975 |
| INSURANCE | $134,927 | $0 | $114,171 | $20,756 |
| MEDICAL EXPENSES | $81,412 | $0 | $68,888 | $12,524 |
| NURSING EXPENSE | $1,037,751 | $0 | $878,111 | $159,640 |
| DUES AND SUBSCRIPTIONS | $16,792 | $0 | $14,209 | $2,583 |
| DIETARY EXPENSES | $382,346 | $0 | $323,529 | $58,817 |
| USER FEE EXPENSE | $613,080 | $0 | $518,768 | $94,312 |
| STAFF RECRUITMENT | $54,542 | $0 | $46,152 | $8,390 |
| MISCELLANEOUS EXPENSE | $560,418 | $0 | $489,247 | $71,171 |
| HOUSEKEEPING EXPENSES | $445,100 | $0 | $376,629 | $68,471 |
| PHARMACY EXPENSES | $62,076 | $0 | $52,527 | $9,549 |
| REHAB EXPENSE | $448,867 | $0 | $379,817 | $69,050 |
| BAD DEBT EXPENSE | $100,427 | $0 | $84,978 | $15,449 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PATIENT SERVICE REVENUE | $10,699,767 | $10,699,767 |
| MISCELLANEOUS INCOME | $8,844 | $8,844 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUES TO RELATED PARTIES | $0 | $6,595 |
| RESIDENT FUNDS | $0 | $32,313 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $561,159 | $0 | $474,834 | $86,325 |
| INVESTMENT MANAGEMENT FEES | $17,773 | $17,773 | $0 | $0 |
| OTHER FEES | $10,109 | $0 | $8,554 | $1,555 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $446,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $377,778 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $68,680 | DisbursementsCharitablePrpsAmt |