2021-11-12T15:53:09-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-01-01 042104144 DEUTSCHES ALTENHEIM INC DEUT 6173251230 2222 CENTRE STREET WEST ROXBURY MA 02132 GENEVIEVE MACLELLAN PRESIDENT 6173251230 2021-11-12 1 GENEVIEVE MACLELLAN 999009999 DOUGLAS FIEBELKORN P00173341 6179848100 2021-11-12 3 AAL1 IAL1 2020 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 18574520 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. 16 16 272 16 0 0 1479474 1195039 18535568 17146215 273885 184511 24933 0 20313860 18525765 0 0 0 0 11592795 10833717 0 0 116449 9319379 9298845 20912174 20132562 -598314 -1606797 27172633 28735880 20996914 23616036 6175719 5119844 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 13850116 13686002 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. 3230884 3193292 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. 270686 266921 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. 17351686 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 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 272 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 MA X JEFFREY LANDA 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 X GENEVIEVE MACLELLAN PRESIDENT 10.00 5.00 X X 0 0 0 HANS P BIRLE VICE PRESIDENT 10.00 5.00 X X 0 0 0 HEINRICH W BRINKHAUS TREASURER 10.00 2.00 X X 0 0 0 HANS TOEGEL SECRETARY/CLERK 10.00 5.00 X X 0 0 0 DIRK M HENTSCHEL MD TRUSTEE 10.00 2.00 X 0 0 0 ROSWITHA STEHLING TRUSTEE 10.00 5.00 X 0 0 0 BARBARA BRIDGE TRUSTEE 10.00 2.00 X 0 0 0 HEINZ R BRINKHAUS TRUSTEE 10.00 2.00 X 0 0 0 ALAN EILERTSON TRUSTEE 10.00 2.00 X 0 0 0 CAROL SOELDNER TRUSTEE 10.00 5.00 X 0 0 0 JOHN CARBERRY TRUSTEE 10.00 5.00 X 0 0 0 SANDY VON STACKELBERG TRUSTEE 10.00 2.00 X 0 0 0 PHILIPP VON ROSENSTIEL MD TRUSTEE 10.00 2.00 X 0 0 0 MICHAEL WINTER TRUSTEE 10.00 5.00 X 0 0 0 MARIE SCHWARTZ TRUSTEE 10.00 2.00 X 0 0 0 RALPH JAEGER TRUSTEE 10.00 X 0 0 0 MICHAEL LINCOLN SNF EXECUTIVE DIRECTOR 40.00 X 239843 0 1353 CATHERINE DEANE RN, DIRECTOR OF NURSING 40.00 X 172215 0 16587 MARIE J CHOSSON LPN 40.00 X 137665 0 8608 LOIS JACKSON RN 40.00 X 123978 0 242 KATHLEEN LABBE AL EXECUTIVE DIRECTOR 40.00 X 123018 0 11351 796719 0 38141 8 0 1 0 UNIDINE CORPORATION 1000 WASHINGTON ST 510 BOSTON MA 02118 DIETARY PURCHASED SERVICES 2145295 HEALTHCARE SERVICES GROUP INC PO BOX 829677 PHILADELPHIA PA 19182 HOUSEKEEPING, LAUNDRY PURCHASED SERVICES 626728 INTELYCARE INC 1515 HANCOCK ST SUITE 203 QUINCY MA 02169 NURSING PURCHASED SERVICES 461466 WAVE TECHNOLOGIES 308 VICTORY ROAD FLOOR 3 QUINCY MA 02169 IT CONSULTING 110629 PROEMS SOLUTIONS INC 31 SMITH PLACE CAMBRIDGE MA 02138 COVID TESTING 106680 6 628857 525414 40768 1195039 NURSING HOME REVENUE 623000 13657813 13657813 ASSISTED LIVING REVENUE 623000 3186717 3186717 ADULT DAY HEALTH REVENUE 623000 266371 266371 MISC REVENUE 623000 35314 35314 17146215 191585 191585 41681 48755 -7074 -7074 -7074 18525765 17146215 0 184511 9126597 8209207 835168 82222 26745 24057 2447 241 975082 877068 89229 8785 705293 634398 64541 6354 64758 64758 111657 111657 1449 1449 726304 532424 193880 16104 16104 146373 9813 136560 142230 142230 1109492 1005919 103573 27003 20320 6683 946211 849370 88330 8511 1147263 1029828 107099 10336 109198 99004 10194 DIETARY, HOUSEKEEPING A 2785793 2785793 USER FEE 627884 627884 ANCILLARIES 444792 444792 NURSING SUPPLIES & EXPE 400837 400837 491497 428856 62641 20132562 17351686 2664427 116449 291400 2012131 262888 253119 1573655 1686748 116347 93952 38465566 20176664 19389401 18288902 353913 5224728 5750147 314214 296968 27172633 28735880 1273956 874741 2217500 19472390 18658129 250568 248599 149900 0 1467167 20996914 23616036 X 688103 -894677 5487616 6014521 6175719 5119844 27172633 28735880 X -1606797 25502 525420 X 0 1 X 1 0 X 392180 1533307 1359199 1479474 1195039 5959199 17945161 16940847 19305239 18535568 17146215 89873030 18337341 18474154 20664438 20015042 18341254 95832229 363203 1567294 1338000 1424941 628857 5322295 0 363203 1567294 1338000 1424941 628857 5322295 90509934 221197 411746 268293 273885 191585 1366706 221197 411746 268293 273885 191585 1366706 38042 39508 24271 24933 126754 18596580 18925408 20957002 20313860 18532839 97325689 0.93000 0.93510 0.01400 0.01440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5487616 526905 6014521 4808917 678699 5487616 5443196 -634279 4808917 4933395 509801 5443196 4869642 63753 4933395 0.00000 0.06340 0.93660 0 1 1 36299 36299 34389355 16920292 17469063 3981012 3256372 724640 58900 58900 18288902 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5750147 F 5750147 DEFERRED PAYROLL TAXES 258446 DUE TO THIRD-PARTY PAYORS 1208721 1467167 X 18525765 0 18525765 0 18525765 20132562 0 20132562 0 20132562 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 MICHAEL LINCOLN SNF EXECUTIVE DIRECTOR 239843 0 0 0 0 0 855 0 498 0 241196 0 0 0 CATHERINE DEANE RN, DIRECTOR OF NURSING 172215 0 0 0 0 0 414 0 16173 0 188802 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 5092747 17768000 169031 17598969 2013 1 0 1 1 B 221699 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 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 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 DEUTSCHES ALTENHEIM FOUNDATION INC C 550000 FMV