2016-11-08T17:33:11-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2015-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE TREASURER 7817621270 2016-10-31 1 JUDY DALEY P01294075 6179848100 2016-10-31 2015 2017-02-10 21:41:12Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 4920729 0 X WWW.HALEBARNARD.ORG X 1965 MA THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE- A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 17 17 47 150 0 0 115016 167947 2029434 2212504 506639 231954 16546 0 2667635 2612405 0 0 0 0 1069495 1130793 19363 20933 20933 1282311 1344578 2371169 2496304 296466 116101 10376977 10515763 376456 461177 10000521 10054586 X THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE- A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 1917135 2157849 HALE HOUSE REST HOME - LEVEL-4 REST HOME FACILITY. THE HOME'S GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 157964 54655 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 2075099 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 47 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X JULIANA M COYLE TREASURER 6175363726 273 CLARENDON STREET BOSTON MA 02116 REV STEPHEN KENDRICK PRESIDENT 1.00 X X 0 0 0 JANE BRESCHARD WILSON VICE PRESIDENT 1.00 X X 0 0 0 JULIANA M COYLE TREASURER 1.00 X X 0 0 0 HOWARD FUGUET CLERK 1.00 X X 0 0 0 BARBARA E BOWEN DIRECTOR 1.00 X 0 0 0 FAY DABNEY DIRECTOR 1.00 X 0 0 0 ROCHELLE LITE DIRECTOR 1.00 X 0 0 0 REBEKAH K RICHARDSON SECRETARY 1.00 X 0 0 0 ELEANOR WILLIAMS DIRECTOR 1.00 X 0 0 0 MARGARET MCISAAC DIRECTOR 1.00 X 0 0 0 MARY LOU MCCLEAN DIRECTOR 1.00 X 0 0 0 MARGARET MOODY DIRECTOR 1.00 X 0 0 0 WILLIAM SPRING DIRECTOR 1.00 X 0 0 0 DALIA AL-OTHMAN DIRECTOR 1.00 X 0 0 0 MEREDITH L HARRON DIRECTOR 1.00 X 0 0 0 JOSHUA HEAPES DIRECTOR 1.00 X 0 0 0 CLAUDIA R DIBLASI DIRECTOR 1.00 X 0 0 0 TRACEY CRAVEDI EXECUTIVE DIRECTOR 40.00 X 90438 0 4521 90438 0 4521 0 0 0 0 UNIDINE 1000 WASHINGTON STREET 510 BOSTON MA 02118 DINING SERVICES 525506 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSINDALE MA 02131 MANAGEMENT SERVICES 119232 2 167947 167947 RESIDENT RELATED REVENUE 623000 2157849 2157849 BARNARD SERVICE REVENUE 623000 54655 54655 2212504 134871 134871 2405407 2308324 97083 97083 97083 2612405 2212504 0 231954 94959 94959 839521 775728 63793 27741 23007 4734 60454 53888 6566 108118 89669 18449 129233 129233 2608 2608 17364 17364 20933 20933 50789 50789 37480 37480 7236 7236 36913 36913 11777 11777 159904 159904 2195 2195 111829 111829 68718 68718 FOOD 529545 529545 HOUSEKEEPING PURCHASED 87897 87897 SUPPLIES 72563 72563 BAD DEBTS 13433 13433 5094 5094 2496304 2075099 400272 20933 90610 207747 10821 8587 64247 79517 95558 88921 3862814 2902739 979800 960075 8839584 8829742 250 250 296107 340924 10376977 10515763 97450 136043 279006 325134 376456 461177 X 9754389 9745662 123327 186119 122805 122805 10000521 10054586 10376977 10515763 116101 -62036 0 X 0 1 X 1 0 X 97670 264400 102598 115016 167947 747631 1911236 1917520 2007463 2029434 2212504 10078157 2008906 2181920 2110061 2144450 2380451 10825788 70150 228100 53100 95100 130100 576550 0 70150 228100 53100 95100 130100 576550 10249238 136967 153054 129972 159525 134871 714389 136967 153054 129972 159525 134871 714389 4446 29432 3490 16546 53914 2150319 2364406 2243523 2320521 2515322 11594091 0.88400 0.88260 0.06160 0.06370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 246132 61000 2665 873 308924 223845 22570 283 246132 211359 29441 16955 223845 200892 16125 5658 211359 198674 6200 5567 9549 200892 0.00000 0.39750 0.60250 0 0 100000 100000 3215430 2515332 700098 547384 387407 159977 960075 ASSETS HELD IN TRUST LIABILITY & OTHER LIABILITIES 325134 325134 X 2612405 0 2612405 0 2612405 2496304 0 2496304 0 2496304 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. SHOULD THE STATUS OF THE ORGANIZATION BE CHALLENGED IN THE FUTURE, ITS 2012 THROUGH 2015 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. X 1 LAURA HAAS 16 FAIRMOUNT AVENUE SOMERVILLE MA 02144 GRANT WRITER 0 0 20933 -20933 20933 -20933 MA FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS & FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FIRST CHURCH IN BOSTON 66 MARLBOROUGH STREET BOSTON MA 02116 237230037 RELIGIOUS ORGANIZATION MA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0