2016-04-07T21:45:04-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2014-07-01 200216017 LUTHER RIDGE AT MIDDLETOWN INC LUTH 8603477144 628 CONGDON STREET WEST MIDDLETOWN CT 06457 LISA COHEN EXECUTIVE VP & CFO 7742433900 2016-03-17 1 JUDY DALEY P01294075 6179848100 2016-02-29 2014 2016-08-17 19:52:53Z ANGELA BOVILL 14 EAST WORCESTER STREET SUITE 300 WORCESTER MA 01604 1191346 0 6011 X WWW.ASCENTRIA.ORG X 2003 CT ELDERLY ASSISTED LIVING. 6 5 59 5 0 0 73336 0 1246688 1153291 0 0 43738 38055 1363762 1191346 0 0 0 0 766757 713789 0 0 305 192797 200490 959554 914279 404208 277067 926521 1116092 68142 109800 858379 1006292 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 811342 1191346 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. 811342 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 7 0 59 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CT X X LISA COHEN 7742433900 14 EAST WORCESTER STREET SUITE 300 WORCESTER MA 01604 JEFF KINNEY CHAIR 0.30 4.20 X 0 0 0 WILLIAM MAYO VICE CHAIR 0.30 4.20 X 0 0 0 KAREN GAYLIN SECRETARY 0.30 4.20 X 0 0 0 GARTH GREIMANN FINANCIAL SECRETARY 0.30 4.20 X 0 0 0 MICHAEL BALINSKAS DIRECTOR 0.30 4.20 X 0 0 0 ANGELA BOVILL PRESIDENT & CEO 2.40 37.60 X X 0 217683 10577 LISA COHEN EXECUTIVE VP & CFO 2.40 37.60 X 0 161553 3267 DANA RAMISH EXECUTIVE VP & COO 2.40 37.60 X 0 183646 10561 NICHOLAS RUSSO TREASURER 2.40 37.60 X 0 121117 4829 ALANA GEARY CLERK 2.40 37.60 X 0 59486 8385 JEAN M JACKSON VP OF HR 2.40 37.60 X 0 158304 730 JODIE JUSTOFIN VP OF STRATEGIC MARKETING & COMMUNICATION 2.40 37.60 X 0 147953 4606 CANDACE CRAMER CHIEF DEVELOPMENT OFFICER 2.40 37.60 X 0 150180 195 WILLIAM AMES SENIOR REGIONAL VP OF OPERATIONS 2.40 37.60 X 0 129254 963 MICHAEL ALDEN VP OF BUSINESS DEVELOPMENT 2.40 37.60 X 0 101345 9312 0 1430521 53425 0 0 1 0 0 ASSISTED LIVING SERVICE INCOME 623000 1005359 1005359 CORE SERVICES REVENUE 623000 147932 147932 1153291 OTHER REVENUE 900099 38055 38055 38055 1191346 1191346 0 0 562216 562216 151573 151573 51572 51572 1937 1937 51060 51060 27871 27871 13507 13507 2062 2062 1206 1206 6682 6682 BAD DEBT EXPENSE 26784 26784 RESIDENT CARE COSTS 17504 17504 305 305 914279 811342 102632 305 96256 266895 88707 121709 1470 100176 96030 4897 4146 736661 721872 926521 1116092 66742 108400 1400 1400 68142 109800 X 408101 528124 450278 478168 858379 1006292 926521 1116092 X 277067 -129154 X 0 1 X 1 0 X 57807 37161 115131 73336 283435 1336788 1216187 1311860 1246688 1153291 6264814 1394595 1253348 1426991 1320024 1153291 6548249 0 29387 16483 14210 16947 77027 29387 16483 14210 16947 77027 6471222 38055 38055 1394595 1253348 1426991 1320024 1191346 6586304 0.98250 0.99170 0.00000 X 450278 40556 12666 478168 408409 73336 31467 450278 335819 115131 42542 408408 311182 37161 12524 335819 271316 57807 17941 311182 0.00000 0.00000 1.00000 0 1 0 1400 1400 98776 96030 2746 4146 DUE FROM RELATED PARTIES 243704 BENEFICIAL INTEREST IN NET ASSETS OF RELATED PARTIES 478168 721872 X 1204012 12666 12666 1191346 0 1191346 914279 0 914279 0 914279 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 NOT-FOR-PROFIT 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. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ENTITY'S 2011 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATIONS 12,666. 0 0 0 0 0 0 0 0 0 ANGELA BOVILL PRESIDENT & CEO 0 217683 0 0 0 0 0 0 0 10577 0 228260 0 0 LISA COHEN EXECUTIVE VP & CFO 0 161553 0 0 0 0 0 0 0 3267 0 164820 0 0 DANA RAMISH EXECUTIVE VP & COO 0 183646 0 0 0 0 0 0 0 10561 0 194207 0 0 JEAN M JACKSON VP OF HR 0 158304 0 0 0 0 0 0 0 730 0 159034 0 0 JODIE JUSTOFIN VP OF STRATEGIC MARKETING & COMMUNIC 0 147953 0 0 0 0 0 0 0 4606 0 152559 0 0 CANDACE CRAMER CHIEF DEVELOPMENT OFFICER 0 150180 0 0 0 0 0 0 0 195 0 150375 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. (FKA LUTHERAN SOCIAL SERVICES OF NEW ENGLAND, 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 11 FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. 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 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: EQUITY TRANSFER -169,710. CHANGE IN BENEFICIAL INTEREST IN NA OF RELATED PARTIES 40,556. RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ CT 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 1 1 1 0 0