STRATEGY STUDIO / PUBLIC DATA EXPLORER

ST MARY SENIOR LIFE FOUNDATION OF LYNN INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ST MARY SENIOR LIFE FOUNDATION OF LYNN INCORPORATED (EIN 14-2005509)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-12-05
IRS object ID
202423409349300627
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-05T12:21:25-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042760770PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LLOYD B MCMANUS CPAPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 130259AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN142005509EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST MARY SENIOR LIFE FOUNDATION OF LYNNBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTMABusinessNameControlTxt
Phone7819430200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 PLEASANT ST ATT SARAHAddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01902ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CALNANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7819430200PhoneNum
Signature2024-12-05SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01362641PTIN
Phone6173671843PhoneNum
Preparation2024-12-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDWARD CALNANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 PLEASANT ST ATT SARAHAddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01902ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$574,438GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO ASSIST RESIDENTS(LOW INCOME ELDERLY AND HANDICAPPED) OF ST. MARY'S PLAZA AND ST. THERESA HOUSE BY PROVIDING AN ADDITIONAL SOURCE OF FUNDS TO FURTHER PROMOTE THE HEALTH AND SOCIAL SUPPORT DESIGNED TO MEET THEIR PHYSICAL,SOCIAL, AND PSYCHOLOGICAL NEEDS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$184,870PYProgramServiceRevenueAmt
CY Program Service Revenue$140,000CYProgramServiceRevenueAmt
PY Investment Income$5,839PYInvestmentIncomeAmt
CY Investment Income$60,145CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$190,709PYTotalRevenueAmt
CY Total Revenue$200,145CYTotalRevenueAmt
PY Grants And Similar Paid$137,523PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$65,850CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,076PYOtherExpensesAmt
CY Other Expenses$25,097CYOtherExpensesAmt
PY Total Expenses$156,599PYTotalExpensesAmt
CY Total Expenses$90,947CYTotalExpensesAmt
PY Revenues Less Expenses$34,110PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$109,198CYRevenuesLessExpensesAmt
Total Assets BOY$1,575,849TotalAssetsBOYAmt
Total Assets EOY$1,600,138TotalAssetsEOYAmt
Total Liabilities BOY$840,130TotalLiabilitiesBOYAmt
Total Liabilities EOY$755,219TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$735,719NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$844,919NetAssetsOrFundBalancesEOYAmt
MissionTO ASSIST RESIDENTS(LOW INCOME ELDERLY AND HANDICAPPED) OF ST.MARY'S PLAZA AND ST.THERESA HOUSE BY PROVIDING AN ADDITIONAL SOURCE OF FUNDS TO FURTHER PROMOTE THE HEALTH AND SOCIAL SUPPORT DESIGNED TO MEET THEIR PHYSICAL,SOCIAL,AND PSYCHOLOGICAL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$65,850ExpenseAmt
Grant$65,850GrantAmt
Revenue$140,000RevenueAmt
DescPROVIDED EQUIPMENT AND EVENTS TO HELP SUPPORT THE RESIDENTS HEALTH AND SOCIAL NEEDS.ASSISTANCE TO INDVIDUAL RESIDENTS IN NEED.Desc
Total Program Service Expenses$65,850TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819430200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 PLEASANT ST ATT SARAHAddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01902ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
EDWARD T CALNAN
PRESIDENT AND DIRECTOR3.00Yes (X)Yes (X)$0$0$0
MSGR BRIAN FLYNN
TREASURER AND DIRECTOR1.00Yes (X)Yes (X)$0$0$0
KATHY KANE
DIRECTOR0.20Yes (X)$0$0$0
JAMES FAIETA
DIRECTOR0.20Yes (X)$0$0$0
GARY BEAVER
DIRECTOR AND CLERK0.20Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescGRANT INCOMEDesc
Business811000BusinessCd
Total Revenue Column$140,000TotalRevenueColumnAmt
Related Or Exempt Func Income$140,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$140,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,387TotalRevenueColumnAmt
Related Or Exempt Func Income$43,387RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$391,051SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$374,293SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$16,758SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,758TotalRevenueColumnAmt
Related Or Exempt Func Income$16,758RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$200,145TotalRevenueColumnAmt
Related Or Exempt Func Income$200,145RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$65,850TotalAmt
Program Services$65,850ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$23,568TotalAmt
Management And General$23,568ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$258TotalAmt
Management And General$258ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAXES$1,092$1,092
BANK CHARGES$179$179

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$90,947TotalAmt
Program Services$65,850ProgramServicesAmt
Management And General$25,097ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,964BOYAmt
EOY$2,192EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,617BOYAmt
EOY$47,154EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,535,268BOYAmt
EOY$1,550,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,575,849BOYAmt
EOY$1,600,138EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$840,130BOYAmt
EOY$755,219EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$840,130BOYAmt
EOY$755,219EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$735,719BOYAmt
EOY$844,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$735,719BOYAmt
EOY$844,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,575,849BOYAmt
EOY$1,600,138EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$109,198ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ST THERESA HOUSE
51048663570$11,850$0
ST MARY'S PLAZA
88293529070$54,000$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$65,850SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ST THERESA HOUSE INC
30 PLEASEANT STREETLYNNMA01902510486335501(C)3$11,850$0TO FURTHER SUPPORT THE RESIDENTS HEALTH AND SOCIAL NEEDS.
ST MARY'S PLAZA
30 PLEASEANT STREETLYNNMA01902882935290501(C)3$54,000$0TO FURTHER SUPPORT THE RESIDENTS HEALTH AND SOCIAL NEEDS.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PURPOSE IS TO ASSIST ELDERLY AND HANDICAPPED RESIDENTS OF ST. MARY'S PLAZA AND ST. THERESA HOUSE. ALL ASSISTANCE IS PAID BY CHECK TO THE FACILITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bTHE PRESIDENT REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
Form 990, Part VI, Section C, line 19THE DOCUMENTS ARE ON FILE AT THE NON-PROFIT/CHARITABLE DIVISION OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE WHICH IS OPEN TO PUBLIC INSPECTION. FURTHER, ALL WRITTEN REQUESTS RECEIVED WILL BE ANSWERED.