2022-11-15T14:40:21-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2021-01-01 042104144 DEUTSCHES ALTENHEIM INC DEUT 6173251230 2222 CENTRE STREET WEST ROXBURY MA 02132 JENNIFER SANTERRE CFO 6173251230 2022-11-15 1 JENNIFER SANTERRE 999009999 DANIELLE NIHILL P01350943 6179848100 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z GERMAN CENTRE FOR EXTENDED CARE EDELWEISS VILLAGE ASSISTED LIVING AND SENIOR PLACE ADULT DAY HEALTH CENTER GENEVIEVE MACLELLAN 2222 CENTRE STREET WEST ROXBURY MA 02132 22747204 0 X WWW.GERMANCENTRE.ORG X 1932 MA TO PROVIDE THE HIGHEST QUALITY SENIOR HEALTHCARE SERVICES TO INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHILE PRESERVING THE ORGANIZATION'S GERMAN CULTURAL HERITAGE. 17 16 282 33 0 0 1195039 3983377 17146215 18513262 184511 250565 0 0 18525765 22747204 0 0 0 0 10833717 10747022 0 0 111754 9298845 10229733 20132562 20976755 -1606797 1770449 28735880 27532442 23616036 20233078 5119844 7299364 X TO PROVIDE THE HIGHEST QUALITY SENIOR HEALTHCARE SERVICES TO INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHILE PRESERVING THE ORGANIZATION'S GERMAN CULTURAL HERITAGE. WE WELCOME INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHO MAY CHOOSE TO BENEFIT FROM OUR ABILITY TO OFFER THE MOST ADVANCED SENIOR HEALTH CARE SERVICES IN A GERMAN CULTURAL ENVIRONMENT. RECOGNIZING THE DIVERSITY OF INDIVIDUAL NEEDS AND CIRCUMSTANCES, WE ARE COMMITTED TO PROVIDE THOSE SERVICES THAT WILL ASSIST EACH INDIVIDUAL TO ACHIEVE AND MAINTAIN HIS/HER MAXIMUM LEVEL OF DIGNITY AND INDEPENDENCE. 0 0 14244371 15155676 DEUTSCHES ALTENHEIM SKILLED NURSING FACILITY: SINCE 1914, DEUTSCHES ALTENHEIM HAS BEEN RECOGNIZED IN THE GREATER BOSTON AREA AS A RESOURCE FOR SENIORS IN NEED. STARTING AS A RETIREMENT COMMUNITY FOCUSING ON SENIOR CARE, DEUTSCHES ALTENHEIM HAS GROWN TO PROVIDE COUNTLESS SENIORS WITH A TREMENDOUS QUALITY OF LIFE AND TODAY ENCOMPASSES REHABILITATION SKILLED SERVICES IN THE CARL J. LUDWIG TRANSITIONAL CARE UNIT (TCU). THE TCU OFFERS SHORT TERM, SKILLED NURSING REHABILITATIVE CARE FOR PATIENTS WHO REQUIRE SERVICES AFTER A HOSPITAL STAY BEFORE RETURNING TO THE COMMUNITY. DEUTSCHES ALTENHEIM ALSO PROVIDES LONG-TERM SKILLED NURSING CARE AND HAS A STATE CERTIFIED ALZHEIMER/MEMORY CARE UNIT. 2784158 3016246 EDELWEISS VILLAGE ASSISTED LIVING: AS ONE OF GREATER BOSTON'S PREMIER SENIOR ASSISTED LIVING COMMUNITIES, EDELWEISS VILLAGE OFFERS RESIDENTS AN ACTIVE AND SECURE LIFESTYLE. OUR ASSISTED LIVING RESIDENCE OFFERS SERVICES TO INDEPENDENT SENIORS NEEDING ASSISTANCE WITH SOME ASPECTS OF DAILY LIFE SUCH AS HELP WITH MEDICATION, PERSONAL CARE OR THE OVERALL MONITORING OF HEALTH, SAFETY AND WELL-BEING. WE PROVIDE SERVICES TO ASSIST SENIORS TO MAINTAIN INDEPENDENCE IN THEIR DAY-TO-DAY ACTIVITIES. 275128 341340 SENIOR PLACE ADULT DAY HEALTHCARE: SENIOR PLACE OFFERS ADULT DAY HEALTH SERVICES TO SENIORS FIVE DAYS A WEEK. WE WORK TO MEET INDIVIDUALS' NEEDS BY HAVING A LICENSED NURSE DESIGN A PERSONALIZED HEALTH TREATMENT PLAN THAT ADDRESSES THE CHALLENGES FACING EACH SENIOR. DAILY PROGRAMS ARE PLANNED TO OPTIMIZE A SENIOR'S CAPABILITIES IN A STRUCTURED AND THERAPEUTIC ENVIRONMENT. 17303657 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 6 0 282 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 1 1 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 MA X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 ADAM BERMAN TRUSTEE, CEO (LEGACY LIFECARE MANAGEMENT) 1.00 39.00 X X 0 455719 27541 JEFFREY LANDA CFO (LEGACY LIFECARE MANAGEMENT) 1.00 39.00 X 0 276879 29524 ELIZABETH MULLEN COO (LEGACY LIFECARE MANAGEMENT) 1.00 39.00 X 0 252926 11000 MICHAEL LINCOLN EXECUTIVE DIRECTOR 40.00 X 234341 0 63 DORRETH CHAMBERS REGISTERED NURSE 40.00 X 158713 0 5521 AUSTIN AZETA DIRECTOR OF NURSING 40.00 X 143423 0 11760 JOSEPHINE VIDAL REGISTERED NURSE 40.00 X 129099 0 5521 ENIOLA AZEEZ NURSING SUPERVISOR 40.00 X 125815 0 5521 GENEVIEVE MACLELLAN PRESIDENT 10.00 3.00 X X 0 0 0 HANS P BIRLE VICE PRESIDENT 2.00 1.00 X X 0 0 0 HEINRICH W BRINKHAUS TREASURER 2.00 1.00 X X 0 0 0 SANDY VON STACKELBERG SECRETARY/CLERK 2.00 2.00 X X 0 0 0 HANS TOEGEL TRUSTEE 1.00 1.00 X 0 0 0 DIRK M HENTSCHEL MD TRUSTEE 1.00 2.00 X 0 0 0 ROSWITHA STEHLING TRUSTEE 1.00 3.00 X 0 0 0 BARBARA BRIDGE TRUSTEE 1.00 1.00 X 0 0 0 HEINZ R BRINKHAUS TRUSTEE 1.00 1.00 X 0 0 0 CAROL SOELDNER TRUSTEE 1.00 3.00 X 0 0 0 JOHN CARBERRY TRUSTEE 1.00 2.00 X 0 0 0 PHILIPP VON ROSENSTIEL MD TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL WINTER TRUSTEE 1.00 2.00 X 0 0 0 MARIE SCHWARTZ TRUSTEE 1.00 1.00 X 0 0 0 RALPH JAEGER TRUSTEE 1.00 2.00 X 0 0 0 ALAN W EILERTSON TRUSTEE (THROUGH 10/26/2021) 1.00 1.00 X 0 0 0 ERIK DILGER TRUSTEE (AS OF 12/22/2021) 1.00 1.00 X 0 0 0 791391 985524 96451 19 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DIETARY PURCHASED SERVICES 2121620 CHELSEA JEWISH LIFECARE INC 165 CAPTAINS ROW CHELSEA MA 02150 MANAGEMENT SERVICES 542313 PROEMS SOLUTIONS INC 31 SMITH PLACE CAMBRIDGE MA 02138 COVID TESTING 479745 HEALTHCARE SERVICES GROUP INC PO BOX 829677 PHILADELPHIA PA 19182 HOUSEKEEPING, LAUNDRY PURCHASED SERVICES 160098 JEWISH NURSING HOME 770 CONVERSE STREET LONGMEADOW MA 01106 REHAB SERVICES 106027 5 3767550 215827 3983377 NURSING HOME REVENUE 623000 15155676 15155676 ASSISTED LIVING REVENUE 623000 3016246 3016246 ADULT DAY HEALTH REVENUE 623000 341340 341340 18513262 250565 250565 22747204 18513262 0 250565 X 82793 82793 9128067 8261628 786234 80205 17035 15431 1456 148 789754 714480 68306 6968 729373 660691 62324 6358 760792 760792 23791 23791 101202 101202 1747 1747 2496597 2368730 127867 1455 1455 240790 34350 206440 213335 39399 173936 1046942 922300 124642 39830 39830 917286 823660 85630 7996 1156261 1038243 107939 10079 271534 246186 25348 NURSING SUPPLIES & EXPE 893830 893830 USER FEE 723647 723647 DIETARY, HOUSEKEEPING A 516301 516301 ANCILLARIES 485649 485649 338744 199986 138758 20976755 17303657 3561344 111754 2012131 1842502 253119 253508 1686748 1251118 5657 93952 73865 38573645 21197440 18288902 17376205 353913 408050 5750147 6298189 296968 23348 28735880 27532442 874741 1743513 2217500 0 18658129 17941829 248599 251648 0 149900 149900 1467167 146188 23616036 20233078 X -894677 733999 6014521 6565365 5119844 7299364 28735880 27532442 X 1770449 34086 -173057 548042 X 0 1 X 1 1 1 X 1533307 1359199 1479474 1195039 3983377 9550396 16940847 19305239 18535568 17146215 18513262 90441131 18474154 20664438 20015042 18341254 22496639 99991527 1567294 1338000 1424941 628857 105966 5065058 0 1567294 1338000 1424941 628857 105966 5065058 94926469 411746 268293 273885 191585 250565 1396074 411746 268293 273885 191585 250565 1396074 39508 24271 24933 88712 18925408 20957002 20313860 18532839 22747204 101476313 0.93550 0.93000 0.01380 0.01400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CABLE FOOD AND MISCELLANEOUS INCOME - 2017 AMOUNT: $ 39,508. 2018 AMOUNT: $ 24,271. 2019 AMOUNT: $ 24,933. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 20774 187634 182077 26331 1 X 6014521 550844 6565365 5487616 526905 6014521 4808917 678699 5487616 5443196 -634279 4808917 4933395 509801 5443196 0.00000 0.05850 0.94150 0 1 1 36299 36299 34409639 17793199 16616440 4068807 3398351 670456 58900 5890 53010 17376205 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6298189 F 6298189 DEFERRED PAYROLL TAXES 123327 DUE TO RELATED PARTIES 22861 146188 X 22747204 0 22747204 0 22747204 20976755 0 20976755 0 20976755 PART IV, LINE 1B: THE ORGANIZATION IS CUSTODIAN FOR PERSONAL NEEDS ACCOUNTS MAINTAINED FOR RESIDENTS OF THE SKILLED NURSING FACILITY. PART IV, LINE 2B: THE ORGANIZATION HOLDS ASSETS LIMITED AS TO USE WHICH INCLUDE SECURITY DEPOSITS BY INDIVIDUALS FOR OCCUPANCY IN THE ASSISTED LIVING PROGRAM. PART V, LINE 4: THE ORGANIZATION HAS RECEIVED DONOR-RESTRICTED CONTRIBUTIONS, WHICH HAVE BEEN ACCOUNTED FOR AS PERPETUAL NET ASSETS WITH DONOR RESTRICTIONS. THE PRINCIPAL AMOUNT OF THE CONTRIBUTION IS REQUIRED TO BE MAINTAINED WITH INCOME ONLY BEING AVAILABLE FOR GENERAL OPERATIONS. PART X, LINE 2: THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. X X X X 0 0 0 0 0 0 0 0 0 ADAM BERMAN TRUSTEE, CEO (LEGACY LIFECARE MANAGE 0 428158 0 0 0 27561 0 800 0 26741 0 483260 0 0 JEFFREY LANDA CFO (LEGACY LIFECARE MANAGEMENT) 0 276879 0 0 0 0 0 800 0 28724 0 306403 0 0 ELIZABETH MULLEN COO (LEGACY LIFECARE MANAGEMENT) 0 252926 0 0 0 0 0 800 0 10200 0 263926 0 0 MICHAEL LINCOLN EXECUTIVE DIRECTOR 234341 0 0 0 0 0 0 0 63 0 234404 0 0 0 DORRETH CHAMBERS REGISTERED NURSE 158713 0 0 0 0 0 0 0 5521 0 164234 0 0 0 AUSTIN AZETA DIRECTOR OF NURSING 143423 0 0 0 0 0 0 0 11760 0 155183 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-06-21 17768000 REFUNDING OF PRIOR BOND ISSUE AND PAY-OFF OF A THIRD MORTGAGE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2016-12-29 6375000 TO FINANCE RENOVATIONS ON CAMPUS 0 0 0 A 5742541 17768000 169031 17598969 2013 1 0 1 1 B 318315 6375000 116771 6258229 2018 0 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 1 0 1 0 0 0 0 1 A 1 B 1 JOHANNA HOLMES RN RELATED TO HEINRICH W. BRINKHAUS, TREASURER AND DIRECTOR OF THE BOARD 82793 SALARY AND BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN HEINRICH W. BRINKHAUS, TREASURER, AND HEINZ R. BRINKHAUS, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH LEGACY LIFECARE MANAGEMENT EFFECTIVE SEPTEMBER 8, 2020. LEGACY LIFECARE MANAGEMENT PROVIDED MANAGEMENT SERVICES WHICH INCLUDED THE FOLLOWING RESPONSIBILITIES: 1) KEY PERSONNEL MANAGEMENT 2) OTHER PERSONNEL OVERSIGHT (EMPLOYEES & ADMINISTRATION) 3) PROVIDER PROGRAMS 4) ACCOUNTING 5) BILLING AND COLLECTION OF ACCOUNTS 6) FACILITY SERVICES 7) MATERIALS AND PROPERTY MANAGEMENT 8) QUALITY CONTROL 9) PUBLIC RELATIONS 10) BUSINESS DEVELOPMENT 11) FUNDRAISING 12) ANNUAL BUDGET 13) EXPENDITURE AND PAYMENT MANAGEMENT 14) BANK ACCOUNT MANAGEMENT 15) OVERSEEING OPERATIONS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS EFFECTIVE APRIL 1, 2021. FORM 990, PART VI, SECTION A, LINE 6 LEGACY LIFECARE, INC. BECAME SOLE MEMBER OF THE ORGANIZATION EFFECTIVE APRIL 1, 2021 FORM 990, PART VI, SECTION A, LINE 7A THE APPROVAL OF THE MEMBER, LEGACY LIFECARE,INC, IS REQUIRED TO ELECT OR REMOVE CERTAIN TRUSTEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, WHICH SUCH APPROVAL SHALL NOT BE UNREASONABLY WITHHELD, THE BOARD SHALL BE RESPONSIBLE FOR THE FOLLOWING: ANY CHANGE IN THE NAME OF THE CORPORATION OR OTHER NAMES UNDER WHICH IT DOES BUSINESS, SUCH AS GERMAN CENTRE FOR EXTENDED CARE, EDELWEISS VILLAGE AND SENIOR PLACE ADULT DAY HEALTH CENTER; DEVELOPMENT OF LONG-TERM STRATEGIC PLANS; CHANGES IN PURPOSE OR MISSION OF THE CORPORATION; THE DISPOSITION OF ASSETS ON DISSOLUTION OF THE CORPORATION; ADOPTION OF POLICIES REGARDING THE INVESTMENTS, ENDOWMENTS, TRUSTS, AND REAL PROPERTY OF THE CORPORATION; ADOPTION OF ANNUAL BUDGETS; EXPANSION OF SERVICES AND DEVELOPMENT OF NEW PROGRAMS; AND DELEGATION OF BOARD-AUTHORIZED ACTIVITIES TO ANY COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS AND WRITTEN ACTIONS OF THE BOARD OF DIRECTORS ARE DOCUMENTED THROUGH MINUTES TAKEN AT EACH BOARD MEETING HELD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S COMPLETE FORM 990 IS REVIEWED BY THE TOP MANAGEMENT AND SOME MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A MEETING OF COMPLIANCE COMMITTEE IS HELD AT LEAST ANNUALLY, MORE FREQUENTLY AS NEEDED AND ALL POTENTIAL AND REPORTED CONFLICTS ARE REVIEWED. ALL PERSONS IN AUTHORITY (STAFF DEPARTMENT HEADS AND HIGHER, INCLUDING TRUSTEES) ARE COVERED UNDER THE POLICY. APPROPRIATE DISCLOSURE, SECURITY OR OTHER RESTRICTIONS ARE IMPOSED ON ANY PERSON DEEMED AS OPERATING WITH AN ACCEPTABLE "CONFLICT OF INTEREST." FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES THE FOLLOWING CONSIDERATIONS WHEN DETERMINING COMPENSATION (REPORTED ON FORM 990, PART VII OR SCHEDULE J) OF THE CEO OR OTHER PERSON WHO IS THE TOP MANAGEMENT OFFICIAL, THAT INCLUDES ALL OF THE FOLLOWING ELEMENTS: 1. REVIEW AND APPROVAL BY COMPENSATION COMMITTEE, PROVIDED THAT PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. 2. USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. MAINTAIN NOTES AND OTHER CONTEMPORANEOUS DOCUMENTATION FOR DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G DIETARY PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,721,622. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,721,622. PLANT PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 266,835. MANAGEMENT AND GENERAL EXPENSES 27,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,309. REHAB PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 135,303. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,303. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 244,970. MANAGEMENT AND GENERAL EXPENSES 100,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 345,363. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 548,042. DEUTSCHES ALTENHEIM FOUNDATION INC 2222 CENTRE STREET WEST ROXBURY MA 02132 043294940 FINANCIALLY SUPPORTS DEUTSCHES ALTENHEIM, INC. MA 501(C)(3) LINE 12B, II DEUTSCHES ALTENHEIM INC 1 GERMAN LADIES AID SOCIETY OF BOSTON INC 2222 CENTRE STREET WEST ROXBURY MA 02132 046049543 FINANCIALLY SUPPORTS DEUTSCHES ALTENHEIM, INC. MA 501(C)(3) PF N/A 0 LEGACY LIFECARE INC 240 LYNNFIELD STREET PEABODY MA 01960 223102199 SUPPORT SERVICES AND FUNDRAISING MA 501(C)(3) LINE 12A, I N/A 0 CHELSEA JEWISH LIFECARE INC 165 CAPTAINS ROW CHELSEA MA 02150 510141617 MANAGEMENT MA 501(C)(3) LINE 7 LEGACY LIFECARE INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 DEUTSCHES ALTENHEIM FOUNDATION INC C 29685 FMV GERMAN LADIES AID SOCIETY OF BOSTON C 66281 FMV