2023-07-21T10:44:55-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 MR FADI KANAAN TREASURER 6175363726 2023-07-19 1 MR FADI KANAAN 999009999 0 KATARZYNA O PADZIK P02268641 7819821001 2023-07-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANE BRESCHARD WILSON 273 CLARENDON STREET BOSTON MA 02116 7428435 0 X WWW.HALEBARNARD.ORG X 1965 MA THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY. 15 15 69 30 0 0 633694 326293 2860173 3347254 554584 1081229 0 0 4048451 4754776 0 0 0 0 1343774 1760589 3092 5708 5708 1831282 1770119 3178148 3536416 870303 1218360 18680999 16184022 429712 361980 18251287 15822042 X THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 2459901 0 3347254 HALE HOUSE REST HOME - LEVEL-4 REST HOME FACILITY. THE HOME'S GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 290 0 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 2460191 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X TRACEY CRAVEDI 6175363726 273 CLARENDON STREET BOSTON MA 02116 TRACEY CRAVEDI EXECUTIVE DIRECTOR 40.00 X 119115 0 5928 SARKIS BOYAJIAN BUSINESS MANAGER 40.00 X 83563 0 8812 JANE BRESCHARD WILSON PRESIDENT 1.00 X X 0 0 0 REBEKAH K RICHARDSON CLERK 1.00 X X 0 0 0 FADI PIERRE KANAAN TREASURER 1.00 X X 0 0 0 BARBARA E BOWEN DIRECTOR 1.00 X 0 0 0 PETER BANOS DIRECTOR 1.00 X 0 0 0 ROCHELLE LITE DIRECTOR 1.00 X 0 0 0 MARGARET MCISAAC DIRECTOR 1.00 X 0 0 0 MARY LOU MCLEAN DIRECTOR 1.00 X 0 0 0 MARGARET MOODY DIRECTOR 1.00 X 0 0 0 MS MARY ELLEN NORMEN DIRECTOR 1.00 X 0 0 0 MEREDITH L HARRON DIRECTOR 1.00 X 0 0 0 ROXANNE MOORE DIRECTOR 1.00 X 0 0 0 CURT GILMORE DIRECTOR 1.00 X 0 0 0 JANINE MUDGE DIRECTOR 1.00 X 0 0 0 REV EDMUND ROBINSON DIRECTOR 1.00 X 0 0 0 202678 0 14740 1 0 0 0 HEALTH CARE SERVICE GROUP 3220 TILMAN DRIVE SUITE 300 BENSALEM PA 19020 DIETARY SERVICE 619662 ROGERSON COMMUNITIES 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT SERVICES 194061 4M BUILDING SOLUTIONS PO BOX 870784 KANSAS CITY MO 64187 HOUSEKEEPING SERVICES 142332 3 221936 104357 326293 RESIDENT RELATED REVENUE 623000 3347254 3347254 3347254 206221 206221 3548667 2673659 875008 875008 875008 4754776 3347254 0 1081229 217418 217418 1140255 842046 298209 33170 27631 5539 126621 100264 26357 243125 205005 38120 194062 194062 589 589 40173 40173 5708 5708 68355 68355 214420 152494 61926 7935 7935 22349 8741 13608 39699 39699 184495 167723 16772 126972 115429 11543 95845 87551 8294 FOOD 642277 642277 COVID EXPENSES 64722 63289 1433 SUPPLIES 42531 41098 1433 PARKING 13080 13080 12615 6054 6561 3536416 2460191 1070517 5708 599592 764318 1629740 2048968 173020 303552 6497 23284 5115176 3679213 1271515 1435963 14719352 11401066 250 250 281033 206621 18680999 16184022 195117 205114 234595 156866 429712 361980 X 18103263 15815299 148024 6743 18251287 15822042 18680999 16184022 1218360 -3647605 0 X 0 1 X 1 0 X 155574 97565 291944 493694 326293 1365070 2235328 2653521 2736412 2860173 3347254 13832688 2390902 2751086 3028356 3353867 3673547 15197758 0 0 0 15197758 201148 220624 199153 186895 206221 1014041 201148 220624 199153 186895 206221 1014041 395 395 2592050 2971710 3227904 3540762 3879768 16212194 0.93740 0.93310 0.06250 0.06690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 395. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148024 1500 142781 6743 7683 140000 341 148024 7498 185 7683 119952 9897 122351 7498 304611 -4659 180000 119952 1.00000 0 0 100000 100000 4094643 3046102 1048541 920533 633111 287422 1435963 RESIDENT AND OTHER DEPOSITS 156866 156866 X 1038816 -3647605 -3647605 4686421 68355 68355 4754776 3468061 0 3468061 68355 68355 3536416 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DISTRIBUTING THE CONFLICT OF INTEREST FORMS AND ENSURING FOLLOW UP IS COMPLETED ON ANY NOTED CONFLICTS. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. BOARD MEMBERS, AND EMPLOYEES DO NOT CONDUCT ANY DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ENTITY. BOARD MEMBERS ARE REQUIRED TO ALWAYS USE ETHICAL AND APPROPRIATE JUDGMENT TO MAKE SEEMINGLY CORRECT CHOICES WHEN CONFLICTS ARISE. MINUTES OF BOARD MEETINGS REFLECTS WHEN A BOARD MEMBER DISCLOSES THAT S/HE HAS A CONFLICT OF INTERESTS AND HOW THE CONFLICT WAS MANAGED, SUCH AS THAT THERE WAS A DISCUSSION ON THE MATTER WITHOUT THE BOARD MEMBER IN THE ROOM, AND THAT A VOTE WAS TAKEN BUT THAT THE "INTERESTED" BOARD MEMBER ABSTAINED (BOARD MEMBERS WITH A CONFLICT ARE "INTERESTED" BOARD MEMBERS WITHOUT A CONFLICT ARE "DISINTERESTED"). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.