2018-04-10T08:35:24-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2016-07-01 200216017 LUTHER RIDGE AT MIDDLETOWN INC LUTH 8603477144 14 EAST WORCESTER STREET NO 300 WORCESTER MA 01604 JAMES COYLE CFO 8603477144 2018-03-16 1 JUDY DALEY P01294075 6179848100 2018-03-16 67.137.57.251 2018-03-16 13:07:00 ED P 841D42CDB55AA9E3247DE7607DFCD4A54B7F94D0 E11378079502C2A879B891A5CA42BC42C95D3925 2016 2021-01-29 14:40:06Z ANGELA BOVILL 14 EAST WORCESTER STREET NO 300 WORCESTER MA 01604 1034832 0 6011 X WWW.ASCENTRIA.ORG X 2003 CT ELDERLY ASSISTED LIVING 14 13 53 26 0 0 0 0 1169238 983858 0 0 58248 50974 1227486 1034832 0 0 0 0 764931 744166 0 0 735 577957 409081 1342888 1153247 -115402 -118415 1344802 873949 446374 455772 898428 418177 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 819346 1034832 LUTHER RIDGE AT MIDDLETOWN, INC. IS DEDICATED TO PROVIDING SERVICES THAT CONTRIBUTE A LIFESTYLE WHICH ENABLES SENIOR ADULTS TO LIVE WITH INDEPENDENCE, SECURITY AND DIGNITY BY PROVIDING ASSISTED LIVING SERVICES TO THE ELDERLY. 819346 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 53 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CT X JAMES COYLE 7742433900 14 EAST WORCESTER STREET SUITE 300 WORCESTER MA 01604 ANGELA BOVILL PRESIDENT & CEO 2.40 37.60 X X 0 267000 13263 WILLIAM MAYO CHAIR 0.30 4.20 X 0 0 0 MICHAEL BALINSKAS VICE CHAIR 0.30 4.20 X 0 0 0 GARTH GREIMANN FINANCIAL SECRETARY 0.30 4.20 X 0 0 0 KAREN GAYLIN SECRETARY 0.30 4.20 X 0 0 0 KEN BOHLIN BOARD MEMBER 0.30 4.20 X 0 0 0 REV ROSS GOODMAN BOARD MEMBER 0.30 4.20 X 0 0 0 SCOTT HAMILTON BOARD MEMBER 0.30 4.20 X 0 0 0 JEFF KINNEY BOARD MEMBER 0.30 4.20 X 0 0 0 BARBARA RUHE BOARD MEMBER 0.30 4.20 X 0 0 0 KIM SALMON BOARD MEMBER 0.30 4.20 X 0 0 0 DAN STRELOW BOARD MEMBER 0.30 4.20 X 0 0 0 REV JAMES HAZELWOOD EX-OFFICIO 0.30 4.20 X 0 0 0 REV TIMOTHY YEADON EX-OFFICIO 0.30 4.20 X 0 0 0 JAMES COYLE EXECUTIVE VP & CFO 2.40 37.60 X 0 200000 89 TIM JOHNSTONE EXECUTIVE VP, COMMUNITY SERVICES 2.40 37.60 X 0 185000 13460 DANA RAMISH EXECUTIVE VP, RESIDENTIAL SERVICES 2.40 37.60 X 0 185000 5264 NICK RUSSO TREASURER 2.40 37.60 X 0 130000 0 ELENA KETNOUVONG CLERK/EXECUTIVE ASSISTANT 2.40 37.60 X 0 70000 0 NANCY MEEGAN VP OF HUMAN RESOURCES 2.40 37.60 X 0 158000 13439 CANDACE CRAMER CHIEF DEVELOPMENT OFFICER 2.40 37.60 X 0 150000 0 JODIE JUSTOFIN VP FOR STRATEGIC MARKETING & 2.40 37.60 X 0 150000 0 MICHAEL ALDEN VP & GENERAL MANAGER OF SOCIAL ENTERPRISE 2.40 37.60 X 0 120000 0 ANN DANCY VP FOR NH OPERATIONS 2.40 37.60 X 0 110000 5427 0 1725000 50942 0 0 1 0 0 ASSISTED LIVING SERVICES INCOME 623000 835417 835417 CORE SERVICES REVENUE 623000 148441 148441 983858 OTHER REVENUE 623000 50974 50974 50974 1034832 1034832 0 0 599015 599015 99559 99559 45592 45592 195564 195564 16405 16405 1338 1338 372 372 9340 9080 260 5647 5647 1577 1577 75 75 980 980 9883 9883 BAD DEBT EXPENSE - LAND 110000 110000 RESIDENT CARE COSTS 40822 40822 BAD DEBT EXPENSE 9600 9600 OTHER EXPENSES 5785 5785 1693 958 735 1153247 819346 333167 735 369262 31433 91655 78322 1631 0 342934 97991 245924 244943 636330 519251 1344802 873949 74678 77290 371696 378482 446374 455772 X 593691 101715 304737 316462 898428 418177 1344802 873949 X -118415 -361836 X 0 1 X 1 0 X 115131 73336 188467 1311860 1246688 1153291 1169238 983858 5864935 1426991 1320024 1153291 1169238 983858 6053402 0 14210 16947 62444 93601 14210 16947 62444 93601 5959801 38055 58248 50974 147277 1426991 1320024 1191346 1227486 1034832 6200679 0.96120 0.97760 0.00000 X 304737 15550 3825 316462 478168 72444 245875 304737 450278 40556 12666 478168 408409 73336 31467 450278 335819 115131 42542 408408 0.00000 0.00000 1.00000 0 1 0 244158 244158 63776 62991 785 35000 35000 0 244943 DUE FROM RELATED PARTIES, NET 202789 BENEFICIAL INTEREST IN NA OF RELATED PARTIES 316462 519251 X 1038657 3825 3825 1034832 0 1034832 1153247 0 1153247 0 1153247 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING SERVICES THAT CONTRIBUTE A LIFESTYLE WHICH ENABLES SENIOR ADULTS TO LIVE WITH INDEPENDENCE, SECURITY AND DIGNITY BY PROVIDING ASSISTED LIVING SERVICES TO THE ELDERLY. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATIONS 3,825. 0 0 0 0 0 0 0 0 0 ANGELA BOVILL PRESIDENT & CEO 0 267000 0 0 0 0 0 0 0 13263 0 280263 0 0 JAMES COYLE EXECUTIVE VP & CFO 0 200000 0 0 0 0 0 0 0 89 0 200089 0 0 TIM JOHNSTONE EXECUTIVE VP, COMMUNITY SERVICES 0 185000 0 0 0 0 0 0 0 13460 0 198460 0 0 DANA RAMISH EXECUTIVE VP, RESIDENTIAL SERVICES 0 185000 0 0 0 0 0 0 0 5264 0 190264 0 0 NANCY MEEGAN VP OF HUMAN RESOURCES 0 158000 0 0 0 0 0 0 0 13439 0 171439 0 0 PART I, LINE 3 ASCENTRIA CARE ALLIANCE, INC. (ACA) IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED AND PAID BY ACA. ACA ESTABLISHES COMPENSATION THROUGH THE USE OF FORM 990S OF OTHER SIMILAR ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS ASCENTRIA CARE ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF ASCENTRIA CARE ALLIANCE, INC.'S GOVERNING BOARD ELECT ALL THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE TRANSACTIONS SUBJECT TO MEMBER APPROVAL ARE ACQUISITIONS OF DEBT, SALE OF ASSETS, ANNUAL BUDGET, MERGERS AND BYLAW REVISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES A SECONDARY REVIEW AND ITS RECOMMENDATION OF THE TAX RETURN TO THE BOARD OF DIRECTORS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY CONFLICTS. CONFLICTS ARE REVIEWED BY THE CEO AND THE GOVERNANCE COMMITTEE. BOARD MEMBERS WITH CONFLICTS ARE RESTRICTED ON VOTING ON ANY ACTIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NA OF RELATED PARTY 15,550. EQUITY TRANSFER -377,386. RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ CT 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 1 1 0