2018-11-14T14:48:14-06:00 2017-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2017-01-01 042108366 LOOMIS HOUSE INC LOOM 4135325325 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 4135325325 2018-11-13 1 BRENDA L BOOTH P01342395 6177610600 2018-11-13 207.172.72.163 2018-11-13 12:22:02 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2017 2019-02-21 02:37:17Z X LAUREN SCRUGGS 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 10062948 0 X WWW.LOOMISCOMMUNITIES.ORG X 1983 MA TO PROVIDE SKILLED NURSING HOME SERVICES TO 92 RESIDENTS. X 17 17 195 17 0 0 40136 34180 8988240 7018226 5645 2700311 402595 310231 9436616 10062948 0 0 0 0 5650948 4545415 0 0 46982 3538091 3160848 9189039 7706263 247577 2356685 6372985 8342810 4511950 4100548 1861035 4242262 X THE MISSION OF THE LOOMIS COMMUNITIES IS TO ENRICH THE LIVES OF OLDER ADULTS BY PROVIDING A CONTINUUM OF HIGH QUALITY SERVICES WHICH PROMOTES INDEPENDENCE AND MEETS THE CHANGING NEEDS OF PEOPLE THROUGHOUT THE AGING PROCESS. 0 1 6494398 7328457 PROVIDED LONG-TERM CARE IN A SKILLED NURSING CENTER (92 BEDS) TO THE ELDERLY AND DISABLED. THIS FACILITY WAS SOLD TO ANOTHER NON-PROFIT ENTITY AS OF 11/1/2017. WE ANTICIPATE CONTINUING TO SERVE ELDERLY ADULTS UNDER THIS EIN NUMBER IN THE FUTURE. 6494398 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 195 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MARGARET MANTONI 4135325325 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 THOMAS PRATT DIRECTOR, CHAIRPERSON 2.00 4.00 X 0 0 0 STEVE CORRIGAN DIRECTOR, VICE CHAIRPERSON 2.00 4.00 X 0 0 0 KATHLEEN BOWLER DIRECTOR 1.00 2.00 X 0 0 0 FLETCHER DAVIS DIRECTOR 1.00 2.00 X 0 0 0 DR NORMAN HALPERN DIRECTOR 1.00 2.00 X 0 0 0 PAUL LAMBERT DIRECTOR 1.00 2.00 X 0 0 0 DR ANN MCINTOSH DIRECTOR 1.00 2.00 X 0 0 0 ANTHONY PELLEGRINO DIRECTOR 1.00 2.00 X 0 0 0 GREG SHEEHAN DIRECTOR 1.00 2.00 X 0 0 0 MEGHAN SULLIVAN DIRECTOR 1.00 2.00 X 0 0 0 SEUNGHEE CHA DIRECTOR 1.00 2.00 X 0 0 0 DAVID HEALEY DIRECTOR 1.00 2.00 X 0 0 0 WINSTON LAVALLEE DIRECTOR 1.00 2.00 X 0 0 0 DEBORAH SNOW DIRECTOR 1.00 2.00 X 0 0 0 KENDEN WHITE DIRECTOR 1.00 2.00 X 0 0 0 GLADYS STARKS DIRECTOR 1.00 2.00 X 0 0 0 PETER CONNOR CLERK 2.00 4.00 X X 0 0 0 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 5.00 45.00 X 0 205856 15521 LAUREN SCRUGGS PRESIDENT/CEO 5.00 45.00 X 0 276019 12326 LORI TODD EXECUTIVE DIRECTOR 40.00 0.00 X 138301 0 13137 138301 481875 40984 1 0 1 0 SODEXO INC PO BOX 360170 PITTSBURG PA 15251 FOOD SERVICE 437686 SELECT REHABILITATION INC PO BOX 71985 CHICAGO IL 60694 REHAB SERVICES 331729 PREFERRED PHARMACY SOLUTIONS 35 AVCO ROAD HAVERHILL MA 01835 PHARMACY SERVICES 109882 3 34180 34180 NET PATIENT SERVICE RE 623000 4282506 4282506 NET PATIENT SERVICE RE 623000 2735720 2735720 7018226 18023 18023 2563 2679725 0 0 2563 2679725 2682288 2682288 CONTRACT SERVICES 900099 292400 292400 LAUNDRY INCOME 900099 14026 14026 RESIDENT SERVICES 900099 2833 2833 972 972 310231 10062948 7328457 0 2700311 3835201 3672238 162963 42153 37262 4891 351067 304649 46418 316994 304248 12746 472592 78461 347149 46982 20998 20998 23963 23963 1701 1701 242400 242400 27220 27220 28611 28611 138581 138581 4442 2371 2071 201036 201036 312199 312199 174048 635 173413 THERAPY SERVICES 297027 297027 OTHER ADMIN. SERVICES 290978 290978 SUPPLIES & EQUIPMENT 197395 197395 MEDICAL SUPPLIES 157207 157207 570450 548689 21761 7706263 6494398 1164883 46982 600 0 1319346 659429 98007 350 0 0 2530503 0 595685 719107 1828844 6963924 6372985 8342810 650288 147553 269640 3826887 3680339 34775 3016 4511950 4100548 X 1753132 4139255 57903 53007 50000 50000 1861035 4242262 6372985 8342810 X 2356685 77542 -53000 X 0 1 X 1 0 X 55606 121000 63871 40136 34180 314793 8676228 8410965 9469474 9390835 7328457 43275959 8731834 8531965 9533345 9430971 7362637 43590752 0 0 0 43590752 10677 5568 17770 12096 18023 64134 10677 5568 17770 12096 18023 64134 8742511 8537533 9551115 9443067 7380660 43654886 0.99850 0.99880 0.00150 0.00120 X 0 0 0 0 0 1 400 0 0 0 400 0 PART II-B, LINE 1: LOOMIS HOUSE, INC. PAYS MEMBERSHIP FEES TO ASSOCIATIONS WHERE SOME OF THE WORK DONE BY THE ASSOCIATIONS IS CONSIDERED LOBBYING. 66926 19827 11137 75616 63450 6128 2652 66926 66263 -2813 63450 65738 1584 1059 66263 63870 1868 65738 0.33880 0.66120 0.00000 1 0 0 DUE FROM LOOMIS COMMUNITIES, INC. 648261 DUE FROM LOOMIS SENIOR LIVING, INC. 646098 ASSET LIMITED AS TO USE 5669565 6963924 DUE TO LOOMIS COMMUNITIES, INC. 3016 3016 X 10085789 77542 77542 10008247 1701 53000 54701 10062948 7704562 0 7704562 1701 1701 7706263 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO ASSIST THE CORPORATION WITH ACCOMPLISHING ITS PURPOSE OF PROVIDING INDEPENDENT AND ASSISTED LIVING TO SENIORS. PART X, LINE 2: THE COMMUNITIES ACCOUNT FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COMMUNITIES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO THEIR INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE COMMUNITIES HAVE DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COMMUNITIES ARE NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE COMMUNITIES' FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REDESIGNATION OF DONOR RESTRICTIONS 53,000. 0 0 0 0 0 0 0 0 0 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 0 184326 0 21014 0 516 0 5209 0 10312 0 221377 0 0 LAUREN SCRUGGS PRESIDENT/CEO 0 250600 0 24903 0 516 0 7690 0 4636 0 288345 0 0 LORI TODD EXECUTIVE DIRECTOR 104963 0 32803 0 535 0 3684 0 9453 0 151438 0 0 0 BUILDING, PROPERTY AND EQUIPMENT 2017-11-01 2530503 BOOK VALUE 042442944 BERKSHIRE HEALTH SYSTEMS INC 725 NORTH STREET PITTSFIELD MA 01201 501(C)(3) 0 0 0 0 FORM 990, PART III, LINE 3 THIS FACILITY WAS SOLD ON 11/1/2017. LOOMIS COMMUNITIES IS CURRENTLY WORKING ON A STRATEGIC PLAN TO IDENTIFY THE BEST WAY TO MEET THE NEEDS OF OLDER ADULTS IN THE COMMUNITY. WE PLAN TO CONTINUE TO SERVE ELDERLY ADULTS UNDER THIS EIN NUMBER IN THE FUTURE. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 41 MEMBERS OF THE CORPORATION, KNOWN AS CORPORATORS (PER THE BYLAWS, THERE IS NO LIMIT TO THE POTENTIAL NUMBER OF CORPORATORS). FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATORS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION EACH MAY. THERE ARE 18 MEMBERS OF THE BOARD OF DIRECTORS (PER THE BYLAWS, THERE MAY BE BETWEEN 5 AND 20 BOARD MEMBERS). FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS HAVE DECISION-MAKING AND VOTING AUTHORITY ON ISSUES INCLUDING BUT NOT LIMITED TO THE FOLLOWING: HIRING OR TERMINATING THE CEO; ESTABLISHING SALARY AND BENEFITS FOR THE CEO; APPROVING OPERATING AND CAPITAL BUDGETS AND EXPENDITURES; ENGAGING AN INDEPENDENT AUDITOR TO CONDUCT AN ANNUAL AUDIT; REVIEWING AND APPROVING THE AUDIT; ESTABLISHING, REVIEWING, AND APPROVING POLICIES; ESTABLISHING AND APPROVING STRATEGIC PLANS; AND CONDUCTING ALL OTHER BUSINESS AS IS DEEMED APPROPRIATE FOR THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY PERTINENT COMMENTS OR RECOMMENDATIONS ARE PRESENTED BY THOSE COMMITTEES TO THE FULL BOARD. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE FORM 990; AND IT IS POSTED ON THE ORGANIZATION'S WEB SITE FOR ACCESS BY MEMBERS OF THE BOARD, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN MAY OF EACH YEAR, FOLLOWING THE ANNUAL MEETING, EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY, AND A FORM ON WHICH TO INDICATE ANY KNOWN OR POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. BOARD MEMBERS ARE ASKED TO SIGN THE POLICY ITSELF, AND TO COMPLETE THE FORM REQUESTING ANY CONFLICTS OR DUALITIES. AT THE BOARD OF DIRECTORS MEETING IN JUNE OF EACH YEAR, EACH BOARD MEMBER RECEIVES A COPY OF EVERY OTHER BOARD MEMBER'S SIGNED FORMS; IF THERE ARE ANY CONFLICTS OR DUALITIES, THEY ARE DISCLOSED TO THE FULL BOARD. IF THERE IS A BOARD MEMBER WITH A CONFLICT RELATED TO A PARTICULAR DISCUSSION OR VOTE, THAT BOARD MEMBER EXCUSES HIM OR HERSELF FROM THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO, BOTH FOR PERFORMANCE AND FOR COMPENSATION. THE CEO SUBMITS A SELF-EVALUATION AND REPORTS ON ACHIEVEMENT OF GOALS ESTABLISHED FOR THE PRIOR YEAR; ALL BOARD MEMBERS PROVIDE FEEDBACK. THE COMPENSATION COMMITTEE CONDUCTS A REVIEW OF SALARIES AND BENEFITS FOR POSITIONS COMPARABLE TO THE CEO. SOURCES FOR THE INFORMATION INCLUDE, BUT ARE NOT LIMITED TO: WAGE SURVEYS FROM THE ORGANIZATION'S STATE AND NATIONAL MEMBERSHIP ORGANIZATIONS; LOCAL EMPLOYERS' ASSOCIATION WAGE SURVEYS; PRIVATE WAGE SURVEYS FROM CONSULTANTS AND COLLEAGUES; WAGES AS REPORTED ON OTHER ORGANIZATIONS' FORM 990S; INFORMATION FROM INDEPENDENT AUDITOR. THE COMPENSATION COMMITTEE PRESENTS ITS RECOMMENDATION FOR CEO SALARY AND BENEFITS TO THE FULL BOARD FOR DISCUSSION AND VOTE. THE CEO PRESENTS ANNUALLY TO THE FULL BOARD OF DIRECTORS A SPREADSHEET WITH THE CURRENT SALARIES AND BENEFITS OF EACH MEMBER OF SENIOR MANAGEMENT: CFO, DIRECTOR OF OPERATIONS, DIRECTOR OF MARKETING, DIRECTOR OF DEVELOPMENT, AND THE EXECUTIVE DIRECTORS OF THE ORGANIZATIONS, ALONG WITH RECOMMENDATIONS FOR ANY CHANGES IN SALARIES AND BENEFITS. COMPARABLE SALARIES FOR THESE POSITIONS ARE INCLUDED, OBTAINED FROM INFORMATION AS DESCRIBED ABOVE. THE FULL BOARD OF DIRECTORS VOTES TO APPROVE THESE SALARIES AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: REDESIGNATION OF DONOR RESTRICTIONS -53,000. LOOMIS COMMUNITIES INC 246 NORTH MAIN STREET SOUTH HADLEY MA 01075 042706070 ASSISTED & INDEPENDENT LIVING FACILITIES MA 501(C)(3) LINE 10 N/A 0 LOOMIS SENIOR LIVING INC 807 WILBRAHAM ROAD SPRINGFIELD MA 01109 043314106 ASSISTED & INDEPENDENT LIVING FACILITIES MA 501(C)(3) LINE 10 N/A 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 0 0 1 1