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SPRINGHOUSE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SPRINGHOUSE INC (EIN 04-3152499)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349309503
Schema version
2021v4.2
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)
Return2022-11-15T11:03:11-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 EAST PRATT STREET 4TH FLOORAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043152499EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPRINGHOUSE INCBusinessNameLine1Txt
Business Name Line2C/O ROGERSON COMMUNITIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSPRIBusinessNameControlTxt
Phone6174695800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE FLORENCE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREA TULLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174695800PhoneNum
Signature2022-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREAPersonFirstNm
Person LastTULLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP H CORNBLATTPreparerPersonNm
PTINP00252478PTIN
Phone4107834900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREA TULLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE FLORENCE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,620,891GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SPRINGHOUSEINFO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO OPERATE A RETIREMENT COMMUNITY CONSISTING OF 52 INDEPENDENT LIVING UNITS, 61 ASSISTED LIVING UNITS, AND 22 DEMENTIA ASSISTED LIVING UNITS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$156,625PYContributionsGrantsAmt
CY Contributions Grants$487,575CYContributionsGrantsAmt
PY Program Service Revenue$8,073,955PYProgramServiceRevenueAmt
CY Program Service Revenue$8,277,510CYProgramServiceRevenueAmt
PY Investment Income-$215,058PYInvestmentIncomeAmt
CY Investment Income$727,061CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,015,522PYTotalRevenueAmt
CY Total Revenue$9,492,146CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,647,817PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,486,719CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,926,380PYOtherExpensesAmt
CY Other Expenses$3,984,159CYOtherExpensesAmt
PY Total Expenses$7,574,197PYTotalExpensesAmt
CY Total Expenses$7,470,878CYTotalExpensesAmt
PY Revenues Less Expenses$441,325PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,021,268CYRevenuesLessExpensesAmt
Total Assets BOY$35,511,858TotalAssetsBOYAmt
Total Assets EOY$37,736,932TotalAssetsEOYAmt
Total Liabilities BOY$24,102,950TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,696,635TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,408,908NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,040,297NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE A RETIREMENT COMMUNITY CONSISTING OF 52 INDEPENDENT LIVING UNITS, 61 ASSISTED LIVING, UNITS AND 22 DEMENTIA ASSISTED LIVING UNITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,300,541ExpenseAmt
Revenue$8,277,510RevenueAmt
DescPROVIDING SERVICES TO RESIDENTS INCLUDING ASSISTED LIVING, INDEPENDENT LIVING, CLINICAL SERVICES, MEALS, SOCIAL & CULTURAL ACTIVITIES, HOUSEKEEPING, AND OTHER SERVICES, ALL OF WHICH FURTHER THEIR EXEMPT PURPOSE. LOCATED IN BOSTON, MA THE ORGANIZATION HAS 52 INDEPENDENT LIVING UNITS, 61 ASSISTED LIVING, UNITS AND 22 DEMENTIA ASSISTED LIVING UNITS.Desc
Total Program Service Expenses$7,300,541TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
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 Organizations0GrantsToOrganizationsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATALYA LESHCHINERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173632300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE FLORENCE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA TULL
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CHARLES HILL
TREASURER2.00Yes (X)Yes (X)$0$0$0
GEORGIA BUCK
DIRECTOR2.00Yes (X)$0$0$0
JULIE TABERMAN
CLERK2.00Yes (X)Yes (X)$0$0$0
KENNETH BROOKS
DIRECTOR2.00Yes (X)$0$0$0
MINDY SPITZ
DIRECTOR2.00Yes (X)$0$0$0
SUSAN KURIAKOSE
DIRECTOR2.00Yes (X)$0$0$0
THELMA HILTON PIERCE
DIRECTOR2.00Yes (X)$0$0$0
YAN LIN
DIRECTOR2.00Yes (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

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTHCARE SERVICES GROUP INC
3220 TILLMAN DRIVE SUITE 300BENSALEMPA19020HEALTHCARE$1,352,575
ROGERSON COMMUNITIES INC
ONE FLORENCE STREETROSLINDATEMA02131MANAGEMENT$367,882
MULKERN MECHANICAL
79 WEST STMANSFIELDMA02048MAINTENANCE$207,222
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$485,900GovernmentGrantsAmt
All Other Contributions$1,675AllOtherContributionsAmt
Total Contributions$487,575TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME623311$7,449,007$7,449,007
RESIDENT SERVICES623311$508,019$508,019
AMORTIZATION OF NON-REFUNDABLE EN623311$315,484$315,484
COMMUNITY FEES623311$5,000$5,000
FieldValueIRS element (for citing)
Total Program Service Revenue$8,277,510TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$320,953TotalRevenueColumnAmt
Exclusion$320,953ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,534,853SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,128,745SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$406,108SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$406,108TotalRevenueColumnAmt
Exclusion$406,108ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,492,146TotalRevenueColumnAmt
Related Or Exempt Func Income$8,277,510RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$727,061ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,031,568TotalAmt
Program Services$2,962,448ProgramServicesAmt
Management And General$69,120ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$282,760TotalAmt
Program Services$276,313ProgramServicesAmt
Management And General$6,447ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$172,391TotalAmt
Program Services$168,460ProgramServicesAmt
Management And General$3,931ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$372,463TotalAmt
Program Services$363,972ProgramServicesAmt
Management And General$8,491ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,260TotalAmt
Program Services$1,231ProgramServicesAmt
Management And General$29ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,675TotalAmt
Program Services$19,675ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,868TotalAmt
Program Services$11,868ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$70,188TotalAmt
Program Services$70,188ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$239,428TotalAmt
Program Services$230,789ProgramServicesAmt
Management And General$8,639ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$356,404TotalAmt
Program Services$348,279ProgramServicesAmt
Management And General$8,125ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,484TotalAmt
Program Services$2,484ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$369,448TotalAmt
Program Services$361,025ProgramServicesAmt
Management And General$8,423ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$929,230TotalAmt
Program Services$908,044ProgramServicesAmt
Management And General$21,186ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$121,227TotalAmt
Program Services$118,463ProgramServicesAmt
Management And General$2,764ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RENTAL EXPENSES$648,283$633,502$14,781
REPAIR AND MAINTENANCE$558,672$545,934$12,738
REAL ESTATE TAXES$150,248$146,822$3,426
SECURITY EXPENSES$98,111$95,874$2,237

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$35,170TotalAmt
Program Services$35,170ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,470,878TotalAmt
Program Services$7,300,541ProgramServicesAmt
Management And General$170,337ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,589,578BOYAmt
EOY$3,317,461EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,040,327BOYAmt
EOY$2,052,777EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$61,350BOYAmt
EOY$65,861EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,740BOYAmt
EOY$25,846EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$26,336,649LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,414,350LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,213,899BOYAmt
EOY$10,922,299EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,865,897BOYAmt
EOY$17,045,003EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$49,701BOYAmt
EOY$39,067EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,670,366BOYAmt
EOY$4,268,618EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,511,858BOYAmt
EOY$37,736,932EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,132BOYAmt
EOY$12,918EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$583,091BOYAmt
EOY$531,904EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,331,546BOYAmt
EOY$8,508,180EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,163,181BOYAmt
EOY$13,643,633EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,102,950BOYAmt
EOY$22,696,635EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,252,283BOYAmt
EOY$14,881,997EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$156,625BOYAmt
EOY$158,300EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,408,908BOYAmt
EOY$15,040,297EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,511,858BOYAmt
EOY$37,736,932EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,021,268ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,610,121NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$156,625CurrentTaxYearMinus1YearAmt
Current Tax Year$487,575CurrentTaxYearAmt
Total$644,200TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,989,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,222,069CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,480,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,126,319CurrentTaxYearMinus1YearAmt
Current Tax Year$8,277,510CurrentTaxYearAmt
Total$41,095,590TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,989,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,222,069CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,480,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,282,944CurrentTaxYearMinus1YearAmt
Current Tax Year$8,765,085CurrentTaxYearAmt
Total$41,739,790TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$41,739,790PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$364,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$335,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$438,969CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,977CurrentTaxYearMinus1YearAmt
Current Tax Year$320,953CurrentTaxYearAmt
Total$1,809,085TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$364,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$335,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$438,969CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,977CurrentTaxYearMinus1YearAmt
Current Tax Year$320,953CurrentTaxYearAmt
Total$1,809,085TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,353,753CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,557,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,919,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,631,921CurrentTaxYearMinus1YearAmt
Current Tax Year$9,086,038CurrentTaxYearAmt
Total$43,548,875TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95850PublicSupportCY509Pct
Public Support PY5090.95750PublicSupportPY509Pct
Investment Income CY0.04150InvestmentIncomeCYPct
Investment Income PY0.04250InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,636,240OtherCostOrOtherBasisAmt
Book Value$1,636,240BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,737,345OtherCostOrOtherBasisAmt
Depreciation$12,680,244DepreciationAmt
Book Value$9,057,101BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$128,118OtherCostOrOtherBasisAmt
Depreciation$128,118DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,082,729OtherCostOrOtherBasisAmt
Depreciation$959,340DepreciationAmt
Book Value$123,389BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,752,217OtherCostOrOtherBasisAmt
Depreciation$1,646,648DepreciationAmt
Book Value$105,569BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,922,299TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRESIDENT DEPOSITSDesc
Book Value$4,268,618BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,268,618TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ACCRUED EXPENSES$539,544
ACCRUED INTEREST PAYABLE$8,203
REFUND. RESIDENT ENTRANCE FEES$12,773,657
RESIDENT DEPOSITS$61,593
INTEREST SWAP$260,636
FieldValueIRS element (for citing)
Total Liability$13,643,633TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,492,146TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$9,492,146RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,492,146TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,470,878TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,470,878ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,470,878TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS SUCH, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC AND NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS AND NO OTHER TAX POSITIONS MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2018 REMAIN OPEN.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DAY TO DAY OPERATIONS ARE MANAGED BY AN INDEPENDENT MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S SOLE MEMBER IS THE MOUNT PLEASANT HOME, A MASSACHUSETTS NONPROFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE MOUNT PLEASANT HOME MAY APPOINT OR TERMINATE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBER SHALL HAVE ALL THE AUTHORITY OF MEMBERS PROVIDED UNDER MASSACHUSETTS GENERAL LAWS, CHAPTER 180, INCLUDING THE FOLLOWING RESERVED POWERS: I. APPROVAL OF ANY MERGER, CONSOLIDATION, RESTRUCTURING, DISSOLUTION OR LIQUIDATION OF THE CORPORATION, OR SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS; II. APPROVAL OF ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION OR BY-LAWS OF THE CORPORATION III. APPROVAL OF ANY CHANGE IN THE PHILOSOPHY, MISSION AND VALUES OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, APPROVAL OF ANY STRATEGIC PLAN OR INITIATIVE PROPOSED BY ITS GOVERNING BOARD; IV. APPROVAL OF ANY AUDITOR AND ANNUAL AUDITED FINANCIAL STATEMENTS OF THE CORPORATION; V. APPROVAL OF ANY CHANGE IN ACCOUNTING PERIOD OF THE CORPORATION; VI. APPROVAL OF ANY BORROWING OR SIGNIFICANT CHANGES IN CREDIT FACILITIES IN EXCESS OF TEN PERCENT (10%) OF PROGRAM SERVICES REVENUE FOR THE MOST RECENTLY COMPLETED FISCAL YEAR; VII. APPROVAL OF THE CREATION OF A CONTROLLING INTEREST IN ANY SUBSIDIARY JOINT VENTURE BY OR FOR THE BENEFIT OF THE CORPORATION; AND VIII. APPROVAL OF TRANSACTIONS THAT INVOLVE A CONFLICT OF INTEREST
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS SUBMITTED TO THE TREASURER FOR REVIEW BEFORE ISSUANCE. THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY THE BOARD IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15BTHE MANAGEMENT COMPANY ADVISES THE BOARD OF DIRECTORS CONCERNING PROPOSED COMPENSATION AND COMPARABILITY DATA WITH OTHER SIMILAR TOP MANAGEMENT POSITIONS IN THE MANAGEMENT COMPANY'S PORTFOLIO. THE BOARD DOCUMENTS THE DECISION CONTEMPORANEOUSLY.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. ALL INFORMATION IS AVAILABLE UPON REQUEST AT THE ORGANIZATION.
FORM 990 PART XII, LINE 2CRESPONSIBILITY FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE ANNUAL AUDIT IS RESERVED BY THE BOARD OF TRUSTEES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PLEASANT SPRING COMMUNITIES
ONE FLORENCE STREETBOSTONMA02131043279977FUNDRAISEMA501(C)(3)12 TYPE IIN/A0
MOUNT PLEASANT HOME
301 SOUTH HUNTINGTON AVEJAMAICA PLAINMA02130042103822ELDERLY CAREMA501(C)(3)LINE 10N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PLEASANT SPRING COMMUNITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$80,074InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt