DEUTSCHES ALTENHEIM INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCHES ALTENHEIM INC (EIN 04-2104144)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349311512
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:53:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEUTSCHES ALTENHEIM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEUT | BusinessNameControlTxt |
| Phone | 6173251230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 CENTRE STREET | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENEVIEVE MACLELLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6173251230 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GENEVIEVE | PersonFirstNm |
| Person Last | MACLELLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS FIEBELKORN | PreparerPersonNm |
| PTIN | P00173341 | PTIN |
| Phone | 6179848100 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERMAN CENTRE FOR EXTENDED CARE EDELWEISS VILLAGE ASSISTED LIVING | BusinessNameLine1Txt |
| Business Name Line2 | AND SENIOR PLACE ADULT DAY HEALTH CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GENEVIEVE MACLELLAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 CENTRE STREET | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,574,520 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GERMANCENTRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE HIGHEST QUALITY SENIOR HEALTHCARE SERVICES TO INDIVIDUALS OF EVERY RELIGION, ETHNICITY, AND BACKGROUND, WHILE PRESERVING THE ORGANIZATION'S GERMAN CULTURAL HERITAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 272 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,479,474 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,195,039 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,535,568 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,146,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $273,885 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,511 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,933 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,313,860 | PYTotalRevenueAmt |
| CY Total Revenue | $18,525,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,592,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,833,717 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $116,449 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,319,379 | PYOtherExpensesAmt |
| CY Other Expenses | $9,298,845 | CYOtherExpensesAmt |
| PY Total Expenses | $20,912,174 | PYTotalExpensesAmt |
| CY Total Expenses | $20,132,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$598,314 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,606,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,172,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,735,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,996,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,616,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,175,719 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,119,844 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,850,116 | ExpenseAmt |
| Revenue | $13,686,002 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,230,884 | ExpenseAmt |
| Revenue | $3,193,292 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $270,686 | ExpenseAmt |
| Revenue | $266,921 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,351,686 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 272 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY LANDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9784715100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 LYNNFIELD STREET | AddressLine1Txt |
| City | PEABODY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GENEVIEVE MACLELLAN | ||||||||
| PRESIDENT | 10.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HANS P BIRLE | ||||||||
| VICE PRESIDENT | 10.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEINRICH W BRINKHAUS | ||||||||
| TREASURER | 10.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HANS TOEGEL | ||||||||
| SECRETARY/CLERK | 10.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIRK M HENTSCHEL MD | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSWITHA STEHLING | ||||||||
| TRUSTEE | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BRIDGE | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEINZ R BRINKHAUS | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN EILERTSON | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL SOELDNER | ||||||||
| TRUSTEE | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CARBERRY | ||||||||
| TRUSTEE | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY VON STACKELBERG | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIPP VON ROSENSTIEL MD | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WINTER | ||||||||
| TRUSTEE | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE SCHWARTZ | ||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH JAEGER | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LINCOLN | ||||||||
| SNF EXECUTIVE DIRECTOR | 40.00 | $239,843 | $0 | $1,353 | Yes (X) | |||
| CATHERINE DEANE | ||||||||
| RN, DIRECTOR OF NURSING | 40.00 | $172,215 | $0 | $16,587 | Yes (X) | |||
| MARIE J CHOSSON | ||||||||
| LPN | 40.00 | $137,665 | $0 | $8,608 | Yes (X) | |||
| LOIS JACKSON | ||||||||
| RN | 40.00 | $123,978 | $0 | $242 | Yes (X) | |||
| KATHLEEN LABBE | ||||||||
| AL EXECUTIVE DIRECTOR | 40.00 | $123,018 | $0 | $11,351 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $796,719 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIDINE CORPORATION | |||||
| 1000 WASHINGTON ST 510 | BOSTON | MA | 02118 | DIETARY PURCHASED SERVICES | $2,145,295 |
| HEALTHCARE SERVICES GROUP INC | |||||
| PO BOX 829677 | PHILADELPHIA | PA | 19182 | HOUSEKEEPING, LAUNDRY PURCHASED SERVICES | $626,728 |
| INTELYCARE INC | |||||
| 1515 HANCOCK ST SUITE 203 | QUINCY | MA | 02169 | NURSING PURCHASED SERVICES | $461,466 |
| WAVE TECHNOLOGIES | |||||
| 308 VICTORY ROAD FLOOR 3 | QUINCY | MA | 02169 | IT CONSULTING | $110,629 |
| PROEMS SOLUTIONS INC | |||||
| 31 SMITH PLACE | CAMBRIDGE | MA | 02138 | COVID TESTING | $106,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $628,857 | RelatedOrganizationsAmt |
| Government Grants | $525,414 | GovernmentGrantsAmt |
| All Other Contributions | $40,768 | AllOtherContributionsAmt |
| Total Contributions | $1,195,039 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME REVENUE | 623000 | $13,657,813 | $13,657,813 |
| ASSISTED LIVING REVENUE | 623000 | $3,186,717 | $3,186,717 |
| ADULT DAY HEALTH REVENUE | 623000 | $266,371 | $266,371 |
| MISC REVENUE | 623000 | $35,314 | $35,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,146,215 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,585 | TotalRevenueColumnAmt |
| Exclusion | $191,585 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $41,681 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $48,755 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$7,074 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,074 | TotalRevenueColumnAmt |
| Exclusion | -$7,074 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,525,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,146,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $184,511 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,126,597 | TotalAmt |
| Program Services | $8,209,207 | ProgramServicesAmt |
| Management And General | $835,168 | ManagementAndGeneralAmt |
| Fundraising | $82,222 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,745 | TotalAmt |
| Program Services | $24,057 | ProgramServicesAmt |
| Management And General | $2,447 | ManagementAndGeneralAmt |
| Fundraising | $241 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,082 | TotalAmt |
| Program Services | $877,068 | ProgramServicesAmt |
| Management And General | $89,229 | ManagementAndGeneralAmt |
| Fundraising | $8,785 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,293 | TotalAmt |
| Program Services | $634,398 | ProgramServicesAmt |
| Management And General | $64,541 | ManagementAndGeneralAmt |
| Fundraising | $6,354 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,758 | TotalAmt |
| Management And General | $64,758 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,657 | TotalAmt |
| Management And General | $111,657 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449 | TotalAmt |
| Management And General | $1,449 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,304 | TotalAmt |
| Program Services | $532,424 | ProgramServicesAmt |
| Management And General | $193,880 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,104 | TotalAmt |
| Management And General | $16,104 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,373 | TotalAmt |
| Program Services | $9,813 | ProgramServicesAmt |
| Management And General | $136,560 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,230 | TotalAmt |
| Management And General | $142,230 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,492 | TotalAmt |
| Program Services | $1,005,919 | ProgramServicesAmt |
| Management And General | $103,573 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,003 | TotalAmt |
| Program Services | $20,320 | ProgramServicesAmt |
| Management And General | $6,683 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,211 | TotalAmt |
| Program Services | $849,370 | ProgramServicesAmt |
| Management And General | $88,330 | ManagementAndGeneralAmt |
| Fundraising | $8,511 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,263 | TotalAmt |
| Program Services | $1,029,828 | ProgramServicesAmt |
| Management And General | $107,099 | ManagementAndGeneralAmt |
| Fundraising | $10,336 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,198 | TotalAmt |
| Program Services | $99,004 | ProgramServicesAmt |
| Management And General | $10,194 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY, HOUSEKEEPING A | $2,785,793 | $2,785,793 | |
| USER FEE | $627,884 | $627,884 | |
| ANCILLARIES | $444,792 | $444,792 | |
| NURSING SUPPLIES & EXPE | $400,837 | $400,837 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,497 | TotalAmt |
| Program Services | $428,856 | ProgramServicesAmt |
| Management And General | $62,641 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,132,562 | TotalAmt |
| Program Services | $17,351,686 | ProgramServicesAmt |
| Management And General | $2,664,427 | ManagementAndGeneralAmt |
| Fundraising | $116,449 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,400 | BOYAmt |
| EOY | $2,012,131 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,888 | BOYAmt |
| EOY | $253,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,655 | BOYAmt |
| EOY | $1,686,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,347 | BOYAmt |
| EOY | $93,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,465,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,176,664 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,389,401 | BOYAmt |
| EOY | $18,288,902 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $353,913 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,728 | BOYAmt |
| EOY | $5,750,147 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,214 | BOYAmt |
| EOY | $296,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,172,633 | BOYAmt |
| EOY | $28,735,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,956 | BOYAmt |
| EOY | $874,741 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,217,500 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,472,390 | BOYAmt |
| EOY | $18,658,129 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,568 | BOYAmt |
| EOY | $248,599 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $149,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,467,167 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,996,914 | BOYAmt |
| EOY | $23,616,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,103 | BOYAmt |
| EOY | -$894,677 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,487,616 | BOYAmt |
| EOY | $6,014,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,175,719 | BOYAmt |
| EOY | $5,119,844 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,172,633 | BOYAmt |
| EOY | $28,735,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,606,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $525,420 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,533,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,359,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,479,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,195,039 | CurrentTaxYearAmt |
| Total | $5,959,199 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,945,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,940,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,305,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,535,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,146,215 | CurrentTaxYearAmt |
| Total | $89,873,030 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,337,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,474,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,664,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,015,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,341,254 | CurrentTaxYearAmt |
| Total | $95,832,229 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,567,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,338,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,424,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,857 | CurrentTaxYearAmt |
| Total | $5,322,295 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,567,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,338,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,424,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,857 | CurrentTaxYearAmt |
| Total | $5,322,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $90,509,934 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,585 | CurrentTaxYearAmt |
| Total | $1,366,706 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,585 | CurrentTaxYearAmt |
| Total | $1,366,706 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,933 | CurrentTaxYearMinus1YearAmt |
| Total | $126,754 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,596,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,925,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,957,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,313,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,532,839 | CurrentTaxYearAmt |
| Total | $97,325,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93510 | PublicSupportPY509Pct |
| Investment Income CY | 0.01400 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,487,616 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $526,905 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,014,521 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,808,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $678,699 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,487,616 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,443,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$634,279 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,808,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,933,395 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $509,801 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,443,196 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,869,642 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,753 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,933,395 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.93660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,299 | OtherCostOrOtherBasisAmt |
| Book Value | $36,299 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,389,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,920,292 | DepreciationAmt |
| Book Value | $17,469,063 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,981,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,256,372 | DepreciationAmt |
| Book Value | $724,640 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,900 | OtherCostOrOtherBasisAmt |
| Book Value | $58,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,288,902 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Desc |
| Book Value | $5,750,147 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,750,147 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED PAYROLL TAXES | $258,446 |
| DUE TO THIRD-PARTY PAYORS | $1,208,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,467,167 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,525,765 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,525,765 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,525,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,132,562 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,132,562 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,132,562 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL LINCOLN | ||||||||||||||
| SNF EXECUTIVE DIRECTOR | $239,843 | $0 | $0 | $0 | $0 | $0 | $855 | $0 | $498 | $0 | $241,196 | $0 | $0 | $0 |
| CATHERINE DEANE | ||||||||||||||
| RN, DIRECTOR OF NURSING | $172,215 | $0 | $0 | $0 | $0 | $0 | $414 | $0 | $16,173 | $0 | $188,802 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2013-06-21 | $17,768,000 | REFUNDING OF PRIOR BOND ISSUE AND PAY-OFF OF A THIRD MORTGAGE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2016-12-29 | $6,375,000 | TO FINANCE RENOVATIONS ON CAMPUS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,092,747 | $17,768,000 | $169,031 | $17,598,969 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $221,699 | $6,375,000 | $116,771 | 2018 | 0 | 0 | Yes (1) | Yes (1) | $6,258,229 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 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 CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 525,420. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEUTSCHES ALTENHEIM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $550,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |