2017-11-15T13:21:39-06:00 2016-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2016-01-01 043314106 LOOMIS SENIOR LIVING INC LOOM 4135325325 807 WILBRAHAM ROAD SPRINGFIELD MA 01109 MARGARET MANTONI CFO/TREASURER/ASST. CLERK 4135325325 2017-11-14 1 BRENDA L BOOTH P01342395 6177610600 2017-11-14 207.172.72.163 2017-11-14 10:19:36 ES P 102C1995D04F643618E9EB8F2AEF5D32C98268A5 2E51BBD8A5DAF730193DED9248F5B69ECC4FA6A4 2016 2017-02-10 21:41:12Z REEDS LANDING DAVID W SCRUGGS 807 WILBRAHAM ROAD SPRINGFIELD MA 01109 10239946 0 X WWW.LOOMISCOMMUNITIES.ORG X 1996 MA A FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. 17 17 183 17 0 0 99244 38788 9642284 9799993 38598 70050 340791 326893 10120917 10235724 2000 1500 0 0 4546790 4777548 0 0 30168 5716342 6165331 10265132 10944379 -144215 -708655 26074542 26619244 26960425 28069903 -885883 -1450659 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 0 8594529 1500 10125886 LOOMIS SENIOR LIVING IS A 42-BED NURSING FACILITY AND A RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. THE RETIREMENT COMMUNITY CONSISTS OF 122 INDEPENDENT LIVING UNITS AND 34 ASSISTED LIVING UNITS. 8594529 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 1 0 0 0 1 0 0 183 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 VENUS ROBINSON DIRECTOR 1.00 2.00 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 SARA LAWRENCE 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 LISA EKUS 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 KAY SORDILLO DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 NANCY EDDY DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 BETSY MACMILLAN STEVENS DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 THOMAS SENECAL DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 MARY ANNE STEARNS DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 EDWARD STEIGER DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 JOAN STEIGER DIRECTOR (UNTIL MAY 2016) 1.00 2.00 X 0 0 0 DAVID W SCRUGGS PRESIDENT/CEO 5.00 30.00 X 0 290077 6017 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 5.00 30.00 X 0 195220 13581 PETER CONNOR CLERK 2.00 4.00 X 0 0 0 CRAIG JOHNSEN EXECUTIVE DIRECTOR 40.00 0.00 X 130314 0 10550 130314 485297 30148 1 0 1 0 SODEXO INC PO BOX 360170 PITTSFIELD MA 15251 FOOD SERVICE 899764 THAYER ASSOCIATES 8 COATES AVENUE SOUTH DEERFIELD MA 01373 GENERAL CONTRACTOR 619014 SPECIALIZED CONSTRUCTION 294 NORTH LOOMIS STREET SOUTHWICK MA 01077 GENERAL CONTRACTOR 337518 GENESIS ELDERCARE 200 NORTH POINTE CIRCLE SEVEN FIELDS PA 16046 REHAB SERVICES 199466 MOUNTAINVIEW LANDSCAPING 67 OLD JAMES STREET CHICOPEE MA 01020 LANDSCAPING SERVICES 151295 8 38788 38788 RESIDENT SERVICES FEES 623990 5118084 5118084 NET PATIENT REVENUE - PUBLIC AIDE 623000 2030447 2030447 NET PATIENT REVENUE - PRIVATE 623000 1905384 1905384 AMORT. OF ENTRANCE FEES 623990 692989 692989 HEALTH SERVICES 623990 53089 53089 9799993 70323 70323 1000 0 1000 1000 1000 3949 0 4222 3949 -4222 -273 -273 MEAL PLANS 900099 156222 156222 CABLE & COMMUNICATION 900099 85404 85404 SUPPLIES REVENUE 722210 39561 39561 44706 44706 325893 10235724 10125886 0 71050 1500 1500 4019639 3760049 259590 57007 52116 4891 399937 362768 37169 300965 275548 25417 574572 574572 22474 22474 32643 32643 12198 12198 782483 51631 700684 30168 18494 18494 29804 29804 923299 923299 3638 760 2878 210923 210923 989387 989387 234913 2302 232611 OUTSIDE LABOR 700832 700832 FOOD 560516 560516 THERAPIES 326319 326319 SUPPLIES & EQUIPMENT 167448 167448 575388 420054 155334 10944379 8594529 2319682 30168 500 500 3054529 2439194 697945 1015313 195376 133394 25284338 5484613 19125722 19799725 2378587 2604247 621883 626871 26074542 26619244 886302 817499 14946030 16014663 3712473 3490795 7415620 7746946 26960425 28069903 X -894746 -1459413 8863 8754 -885883 -1450659 26074542 26619244 X -708655 145299 -1420 X 0 1 X 1 0 X 76754 120118 48863 99244 38788 383767 9129022 8936807 9686912 9982075 10125886 47860702 9205776 9056925 9735775 10081319 10164674 48244469 0 0 0 48244469 71188 58361 52829 73642 71323 327343 71188 58361 52829 73642 71323 327343 257522 222706 480228 9534486 9337992 9788604 10154961 10235997 49052040 0.98350 0.97800 0.00670 0.00690 X 24046748 4837539 19209209 1187070 647074 539996 50520 50520 19799725 DUE TO LOOMIS HOUSE, INC. 624419 DUE TO LOOMIS COMMUNITIES, INC. 6975415 LIABILITY UNDER CHARITABLE GIFT ANNUITIES 37962 REFUNDABLE DEPOSITS 109150 7746946 X 10367405 145299 -1420 143879 10223526 12198 12198 10235724 10932181 0 10932181 12198 12198 10944379 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 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,420. 0 0 0 0 0 0 0 0 0 DAVID W SCRUGGS PRESIDENT/CEO 0 249419 0 40658 0 0 0 2189 0 3828 0 296094 0 0 MARGARET R MANTONI CFO/TREASURER/ASST. CLERK 0 179919 0 15301 0 0 0 5191 0 8390 0 208801 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO MEMBERS OF THE CORPORATION, KNOWN AS CORPORATORS (PER THE BYLAWS, THERE IS NO LIMIT TO THE POTENTIAL NUMBER OF CORPORATORS). LOOMIS HOUSE, INC. AND LOOMIS COMMUNITIES, INC., SHALL CONSTITUTE THE SOLE MEMBERS OF THE CORPORATION UNTIL FURTHER ACTION BY THE MEMBERS. THE MEMBERS MAY VOTE OF A MAJORITY OF THE MEMBERSHIP, ELECT FROM TIME TO TIME ADDITIONAL MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION EACH MAY. THE NUMBER OF DIRECTORS THAT SHALL CONSTITUTE THE WHOLE BOARD OF DIRECTORS SHALL BE FIXED ANNUALLY BY THE MEMBERS AT THE ANNUAL MEETING. A DIRECTOR MAY BE REMOVED FROM OFFICE AT ANY TIME WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EXCEPT WITH RESPECT TO THOSE POWERS RESERVED TO THE MEMBERS BY LAW, THE ARTICLES OF ORGANIZATION, THESE BY-LAWS AND ACTION AT ANY TIME TAKEN BY THE MEMBERS OF THE CORPORATION, THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR THE GENERAL CONTROL AND MANAGEMENT OF THE CORPORATION AND ITS PROPERTY AND MAY EXERCISE ALL OR ANY OF ITS POWERS. DIRECTORS SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERSHIP AND THEREAFTER UNTIL THEIR SUCCESSORS ARE CHOSEN AND QUALIFIED. 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 ADMINISTRATORS 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 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,420. 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 HOUSE INC 298 JARVIS AVENUE HOLYOKE MA 01040 042108366 NURSING HOME MA 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1