2025-11-17T09:42:01-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 042104321 SHERRILL HOUSE INC SHER 6177312400 135 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 PATRICK STAPLETON PRESIDENT & CEO 6177312400 2025-11-12 1 1 KATARZYNA O PADZIK P02268641 7819821001 2025-11-12 2024 2025-03-06 01:10:19Z PATRICK STAPLETON 135 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 37960110 0 X N/A X 1907 MA HIGH QUALITY MEDICAL, NURSING, AND REHABILITATION SERVICES ON AN IN-PATIENT BASIS TO MEN AND WOMEN. 17 16 264 30 0 0 1954446 2364799 24731616 26463536 773602 399650 249406 91673 27709070 29319658 0 0 0 0 20274136 20783211 0 0 335798 8254658 8186154 28528794 28969365 -819724 350293 27050390 24376968 14273193 11091431 12777197 13285537 X SHERRILL HOUSE IS A NON-PROFIT, SKILLED NURSING HOME MAINTAINED AND OPERATED BY SHERRILL HOUSE, INC. AN EXTENSION OF THE MINISTRY OF TRINITY CHURCH, COPLEY SQUARE, BOSTON, AND THE EPISCOPAL DIOCESE OF MASSACHUSETTS, ITS MISSION HAS BEEN ENHANCED WITH THE MERGER OF ASSETS OF ST. LUKE'S HOME FOR CONVALESCENTS AND THE FRANK WOOD CONVALESCENTS HOME.SHERRILL HOUSE PROVIDES HIGH-QUALITY MEDICAL, NURSING AND REHABILITATION SERVICES ON AN INPATIENT BASIS TO MEN AND WOMEN WITHOUT DISTINCTION AS TO RACE, CREED, COLOR OR NATIONAL ORIGIN. SHERRILL HOUSE HAS ESTABLISHED A REFERRAL SYSTEM WITH OTHER HEALTH CARE FACILITIES IN THE AREA TO ENSURE COMPLETE HEALTH SERVICES AT ALL LEVELS. IT OFFERS TO LOCAL PHYSICIANS AND HOUSE STAFF A SETTING IN WHICH TO RENDER THE BEST SKILLED CARE ON A SHORT-TERM OR LONG-TERM BASIS. IN ITS CONCERN FOR THE INDIVIDUAL, SHERRILL HOUSE AIMS TO BE AS BROAD AND DIVERSE AS THE NEEDS OF THOSE IT SERVES. 0 0 23099877 0 26463536 SHERRILL HOUSE IS A NONPROFIT CORPORATION THAT OWNS AND OPERATES A 182-BED SKILLED NURSING FACILITY LOCATED IN JAMAICA PLAIN, MASSACHUSETTS. EFFECTIVE SEPTEMBER 1, 2011, FOURTEEN LICENSED BEDS WERE TAKEN OUT OF SERVICE. SHERRILL HOUSE HAS ESTABLISHED A REFERRAL SYSTEM WITH OTHER HEALTH CARE FACILITIES IN THE AREA TO ENSURE COMPLETE HEALTH SERVICES AT ALL LEVELS. IT OFFERS LOCAL PHYSICIANS AND HOUSE STAFF A SETTING IN WHICH TO RENDER THE BEST SKILLED CARE ON A SHORT-TERM OR LONG-TERM BASIS. IN ITS CONCERN FOR THE INDIVIDUAL, SHERRILL HOUSE AIMS TO BE AS BROAD AND DIVERSE AS THE NEEDS OF THOSE IT SERVES. 23099877 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 46 0 1 264 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X MARK ALTENWEG 6177312400 135 S HUNTINGTON AVE BOSTON MA 02130 PATRICK STAPLETON PRESIDENT & CEO 40.00 0.00 X X 354118 0 7021 THE REV THOMAS B KENNEDY CHAIR 2.00 0.00 X X 0 0 0 RICHARD W BENKA VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID A KIRCHNER VICE CHAIR 1.00 0.00 X X 0 0 0 BARBARA BAUMAN VICE CHAIR 1.00 0.00 X X 0 0 0 FREDERICA SEE TREASURER 2.00 0.00 X X 0 0 0 LISTO FISHER CLERK 1.00 0.00 X X 0 0 0 THE REV MORGAN S ALLEN TRUSTEE 1.00 0.00 X 0 0 0 GRACE CLARK TRUSTEE 1.00 0.00 X 0 0 0 JANE FLANAGAN TRUSTEE 1.00 0.00 X 0 0 0 PAULINE HADDAD TRUSTEE 1.00 0.00 X 0 0 0 ISAAC LEDERMAN TRUSTEE 1.00 0.00 X 0 0 0 MARK MORROW TRUSTEE 1.00 0.00 X 0 0 0 ALLENE RUSSELL PIERSON TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM STEUL TRUSTEE 1.00 0.00 X 0 0 0 CHERYL WHITFIELD TRUSTEE 1.00 0.00 X 0 0 0 PAUL ZINTL TRUSTEE 1.00 0.00 X 0 0 0 STEVE HENDRICKSON TRUSTEE - UNTIL 12/24 1.00 0.00 X 0 0 0 ROBERT S HULBURT JR TRUSTEE - UNTIL 12/24 1.00 0.00 X 0 0 0 ALESSIO MINIELLO CCO 40.00 0.00 X 226886 0 31310 ADAM FUMIA CIO 40.00 0.00 X 225794 0 6993 MARK ALTENWEG CFO 40.00 0.00 X 232996 0 5800 FELIX ELAD RN - STAFF NURSE 101.00 0.00 X 411904 0 991 OLYMPIA CELIS RN - STAFF NURSE 86.00 0.00 X 224129 0 9137 DOMINIC NGOZI RN - STAFF NURSE 75.00 0.00 X 284470 0 260 ESTELLE JONES RN - STAFF NURSE 56.00 0.00 X 218209 0 10803 HIWOT GEBREMICHAEL RESIDENT CARE MANAGER/LPN 61.00 0.00 X 203885 0 12906 2382391 0 85221 59 0 1 0 CENTURY LINEN HOLDCO 335 NORTH MAIN STREET GLOVERSVILLE NY 12078 LAUNDRY SERVICES 339438 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 AUDIT & TAX SERVICES 181913 MMDS OF BOSTON 57 PROVIDENCE HIGHWAY DOUGLAS MA 01516 HEALTHCARE SERVICES 138460 3 175199 1215857 973743 25768 2364799 PATIENT SERVICE REVENUE 623000 26444048 26444048 HOSPICE 623000 19488 19488 26463536 188408 188408 8755238 8543996 211242 211242 211242 64606 175199 96456 -31850 -31850 OTHER INCOME 623000 123523 123523 123523 29319658 26463536 0 491323 1072020 1072020 16614987 14463651 1890779 260557 76225 75026 1199 1696491 1542021 154470 1323488 1185712 137776 78222 78222 167108 167108 898641 651135 247090 416 65916 65916 160871 160871 245299 245299 530613 456456 73206 951 12690 12690 12707 12707 350347 301383 48336 628 1748837 1504424 241280 3133 407804 347997 59082 725 MEDICAL & OTHER SUPPLIE 2712226 2569241 73597 69388 USER FEE EXPENSE 395574 395574 CREDIT LOSS EXPENSE 158491 158491 LATE FEES & PENALTIES 117380 117380 123428 2831 120597 28969365 23099877 5533690 335798 195823 693287 4719810 765091 155000 87550 2844513 3011692 31127 24789 54466417 40975078 14292237 13491339 3723496 5277034 125181 109169 963203 917017 27050390 24376968 4954670 4580644 51334 54442 6404844 8991463 275726 51501 14273193 11091431 X 9706544 9883027 3070653 3402510 12777197 13285537 27050390 24376968 X 350293 240425 -82378 X 0 1 X 1 0 X 7348769 3108332 5452080 1954446 2429405 20293032 16593343 17910936 20796561 24810578 26463536 106574954 23942112 21019268 26248641 26765024 28892941 126867986 1740058 315000 149616 403125 670597 3278396 0 1740058 315000 149616 403125 670597 3278396 123589590 111852 171607 135871 137295 188408 745033 111852 171607 135871 137295 188408 745033 98007 83732 153539 170444 123523 629245 24151971 21274607 26538051 27072763 29204872 128242264 0.96370 0.96360 0.00580 0.00580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 98,007. 2021 AMOUNT: $ 83,732. 2022 AMOUNT: $ 153,539. 2023 AMOUNT: $ 170,444. 2024 AMOUNT: $ 123,523. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 584 584 0 PART II-B, LINE 1: PART OF MEMBERSHIP DUES PAID TO STATE HEALTHCARE ORGANIZATIONS ARE RELATED TO INDIRECT LOBBYING EXPENDITURES. 3070653 999703 118295 786141 3402510 2255929 685251 178397 48924 3070653 2601467 23508 -344188 24858 2255929 2288081 166793 302947 -156354 2601467 1991115 37734 407512 -148280 2288081 0.00000 0.67770 0.32230 0 0 860636 860636 15489779 8799953 6689826 28770576 24204488 4566088 8832633 7517322 1315311 512793 453315 59478 13491339 LEASE LIABILITIES, NET - FINANCING 51501 51501 X 29574161 240425 -82378 158047 29416114 -96456 -96456 29319658 29065821 96456 96456 28969365 0 28969365 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR CHAPLAINCY, VOLUNTEER, FUND FACILITY AND VARIOUS OTHER PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES IN ACCORDANCE WITH PRESCRIBED STATUTES. THE ORGANIZATION HAS NOT BEEN EXAMINED FOR ANY OPEN YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 58,032. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -140,410. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -96,456. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 96,456. 2024 GALA 239805 175199 64606 9035 7800 45968 15353 18300 239805 175199 64606 9035 7800 45968 15353 18300 96456 -31850 X X X 0 0 0 0 0 0 0 0 0 FELIX ELAD RN - STAFF NURSE 411904 0 0 0 0 0 0 0 991 0 412895 0 0 0 PATRICK STAPLETON PRESIDENT & CEO 345368 0 8750 0 0 0 3450 0 3571 0 361139 0 0 0 DOMINIC NGOZI RN - STAFF NURSE 284270 0 200 0 0 0 0 0 260 0 284730 0 0 0 ALESSIO MINIELLO CCO 226886 0 0 0 0 0 0 0 31310 0 258196 0 0 0 MARK ALTENWEG CFO 232996 0 0 0 0 0 2345 0 3455 0 238796 0 0 0 OLYMPIA CELIS RN - STAFF NURSE 222065 0 2064 0 0 0 2287 0 6850 0 233266 0 0 0 ADAM FUMIA CIO 225794 0 0 0 0 0 1724 0 5269 0 232787 0 0 0 ESTELLE JONES RN - STAFF NURSE 215534 0 2675 0 0 0 0 0 10803 0 229012 0 0 0 HIWOT GEBREMICHAEL RESIDENT CARE MANAGER/LPN 202785 0 1100 0 0 0 2066 0 10840 0 216791 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2024-05-20 6630000 REFUND EXISTING TERM NOTE 0 0 0 A 6630000 159829 6470171 2024 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 0 X 12768 FMV X 1 13000 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTING OF THE CHAIR OF THE BOARD, THE VICE CHAIR, IF ANY, THE TREASURER AND THE CLERK, IF TRUSTEES, AND SUCH OTHER TRUSTEES AS THE BOARD MAY ELECT. THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS THE BOARD OF TRUSTEES OTHERWISE DETERMINES AND PROVIDED THAT EXECUTIVE COMMITTEE ACTION SHALL NOT CONFLICT WITH THE EXPRESS ACTIONS OR POLICIES OF THE BOARD OF TRUSTEES, HAVE FULL POWER AND AUTHORITY TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE TRUSTEES, EXCEPT FOR POWER AND AUTHORITY THAT MAY NOT BE DELEGATED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL REPORT ON ANY ACTION IT HAS TAKEN TO THE FULL BOARD OF TRUSTEES NO LATER THAN THE DATE OF THE MEETING OF TRUSTEES NEXT FOLLOWING THE DATE OF SUCH ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CFO AND CEO TO ENSURE ACCURACY. THE NEXT PHASE OF REVIEW IS AT THE BOARD LEVEL AS ALL BOARD MEMBERS ARE SENT AN ELECTRONIC COPY FOR REVIEW. THE FINAL PRODUCT IS VOTED INTO EXISTENCE AT A BOARD MEETING BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD IS PROVIDED A CONFLICT OF INTEREST QUESTIONNAIRE FORM TO BE COMPLETED, SIGNIFYING THAT THEY OBTAINED A COPY OF THE POLICY, HAVE READ AND COMPREHEND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. THE BOARD REVIEWS AND MONITORS ANY CONFLICTS DISCLOSED. THE CFO IS RESPONSIBLE FOR OVERSEEING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE PROCESS. ALL MEMBERS OF THE BOARD, TRUSTEES AND OFFICERS THAT ARE MAKING PURCHASES OR FUTURE RELATED PARTY TRANSACTIONS, MUST EXECUTE A CONFLICT OF INTEREST DISCLOSURE FORM. CONFLICTS MAY BE SEEN BY THE BOARD AND CONFLICTS ARE DETERMINED AND REVIEWED BY THE BOARD. THE PERSON WITH THE CONFLICT MUST BE ABSTAIN FROM ANY DISCUSSION REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW IS CONDUCTED INTERNALLY TO REVIEW COMPENSATION LEVELS TO INDUSTRY STANDARDS AND BENCHMARKS. USING THESE REPORTS, AS WELL AS OTHER FACTORS, THE APPROVAL OF COMPENSATION IS DISCUSSED AND VOTED ON BY THE BOARD, AND DOCUMENTED WITHIN THE BOARD MEETING MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 58,032. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -140,410. LONGWOOD HOSPICE LLC 637 WASHINGTON STREET BROOKLINE MA 02446 873882559 HOSPICE CARE MA N/A END-OF-LIFE CARE 19995 105508 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0