STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SEVEN HILLS FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SEVEN HILLS FOUNDATION INC (EIN 91-1969322)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349302664
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T10:34:48-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911969322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEVEN HILLS FOUNDATION INC & AFFILIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEVEBusinessNameControlTxt
Phone5087552340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 HOPE AVENUEAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH L TOSCHESPersonNm
Person TitleEXECUTIVE VP/COOPersonTitleTxt
Phone5087552340PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID G EATON CPAPreparerPersonNm
PTINP00545132PTIN
Phone5087557107PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR JOSEPH L TOSCHES DBAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 HOPE AVENUEAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$202,182,828GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Group Exemption3444GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SEVENHILLS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE SEVEN HILLS FOUNDATION IS TO PROMOTE AND ENCOURAGE THE EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGES SO THAT EACH MAY PURSUE THEIR HIGHEST POSSIBLE DEGREE OF PERSONAL WELL-BEING AND INDEPENDENCE.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee4682TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,147,034PYContributionsGrantsAmt
CY Contributions Grants$2,373,598CYContributionsGrantsAmt
PY Program Service Revenue$167,465,071PYProgramServiceRevenueAmt
CY Program Service Revenue$182,411,269CYProgramServiceRevenueAmt
PY Investment Income$2,225,332PYInvestmentIncomeAmt
CY Investment Income$1,673,117CYInvestmentIncomeAmt
PY Other Revenue$1,843,308PYOtherRevenueAmt
CY Other Revenue$1,863,872CYOtherRevenueAmt
PY Total Revenue$173,680,745PYTotalRevenueAmt
CY Total Revenue$188,321,856CYTotalRevenueAmt
PY Grants And Similar Paid$157,407PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$103,324CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$104,542,805PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$110,106,292CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$78,486CYTotalFundraisingExpenseAmt
PY Other Expenses$65,922,170PYOtherExpensesAmt
CY Other Expenses$72,278,820CYOtherExpensesAmt
PY Total Expenses$170,622,382PYTotalExpensesAmt
CY Total Expenses$182,488,436CYTotalExpensesAmt
PY Revenues Less Expenses$3,058,363PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,833,420CYRevenuesLessExpensesAmt
Total Assets BOY$169,165,814TotalAssetsBOYAmt
Total Assets EOY$203,627,637TotalAssetsEOYAmt
Total Liabilities BOY$112,970,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$142,909,127TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,195,188NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$60,718,510NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE SEVEN HILLS FOUNDATION IS TO PROMOTE AND ENCOURAGE THE EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGES SO THAT EACH MAY PURSUE THEIR HIGHEST POSSIBLE DEGREE OF PERSONAL WELL-BEING AND INDEPENDENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$56,333,678ExpenseAmt
Revenue$65,283,611RevenueAmt
DescSEVEN HILLS COMMUNITY SERVICES: TO PREPARE AND INSTRUCT INDIVIDUALS WITH DISABILITIES TO LIVE IN A VARIETY OF RESIDENTIAL ARRANGEMENTS. SHCS ALSO INCLUDES MEDICALLY AND BEHAVIORALLY INTENSIVE RESIDENTIAL OPTIONS AND INDIVIDUAL SUPPORTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$27,946,873ExpenseAmt
Revenue$28,036,904RevenueAmt
DescCHILDRENS AID AND FAMILY SERVICES: TO PROVIDE DAY CARE, INFORMATION & REFERRAL, AND COUNSELING SERVICES TO CHILDREN AND THEIR FAMILIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,415,638ExpenseAmt
Revenue$23,274,513RevenueAmt
DescSEVEN HILLS RHODE ISLAND: TO PROVIDE ADULT SERVICES, RESIDENTAL SERVICES, INDEPENDENT LIVING; AND CHILD AND FAMILY SERVICE PROGRAMS TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$63,599,437ExpenseAmt
Grant$103,324GrantAmt
Revenue$67,527,388RevenueAmt
DescOTHER PROGRAM SERVICES INCLUDE: FAMILY SUPPORT, VOCATIONAL TRAINING, COMMUNITY ORIENTATION, DAY HAB, SPECIALIZED HOME CARE, PEDIATRIC NURSING HOME SERVICES, SCHOOL SERVICES, AND BEHAVIORAL HEALTH SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$63,599,437TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$103,324TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$67,527,388TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$171,295,626TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document193IRPDocumentCnt
IRP Document W2 G23IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4682EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL MATTHEWS CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5089832901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 HOPE AVENUEAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01603ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (98 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TAMMY MURRAY
TRUSTEE2.00Yes (X)$0$0$0
ARLENE LIAN
TRUSTEE2.00Yes (X)$0$0$0
ROBIN RHODES
TRUSTEE2.00Yes (X)$0$0$0
ELLEN AMADIO-AUBUCHON
TRUSTEE2.00Yes (X)$0$0$0
STEPHEN BLACK
TRUSTEE2.00Yes (X)$0$0$0
DIANE BRAZELTON
TRUSTEE2.00Yes (X)$0$0$0
JAMES BUSS
TRUSTEE2.00Yes (X)$0$0$0
HELEN GARCIA
TRUSTEE2.00Yes (X)$0$0$0
MAUREEN R GRAY
TRUSTEE2.00Yes (X)$0$0$0
DAVID GREENWOOD
TRUSTEE2.00Yes (X)$0$0$0
DEBRA HOKKANEN
TRUSTEE2.00Yes (X)$0$0$0
ELLEN HONEYMAN
TRUSTEE2.00Yes (X)$0$0$0
PAUL G KALMANSSON ESQ
TRUSTEE2.00Yes (X)$0$0$0
MARION MAHAR
TRUSTEE2.00Yes (X)$0$0$0
DAVID MASSIELLO
TRUSTEE2.00Yes (X)$0$0$0
RUTH MELANCON
TRUSTEE2.00Yes (X)$0$0$0
JONI MILLUZZO
TRUSTEE2.00Yes (X)$0$0$0
HONORABLE RICHARD T MOORE
TRUSTEE2.00Yes (X)$0$0$0
KAREN MUGGERIDGE
TRUSTEE2.00Yes (X)$0$0$0
STEVE NELSON
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH NUNES
TRUSTEE2.00Yes (X)$0$0$0
DR BENJAMIN NWOSU
TRUSTEE2.00Yes (X)$0$0$0
JAMES PATTERSON
TRUSTEE2.00Yes (X)$0$0$0
LT GOV KARYN POLITO
TRUSTEE2.00Yes (X)$0$0$0
PAULA ROSENBLUM
TRUSTEE2.00Yes (X)$0$0$0
DEBORAH PENTA
TRUSTEE2.00Yes (X)$0$0$0
PATRICIA RUGG
TRUSTEE2.00Yes (X)$0$0$0
DR PETER RUGG
TRUSTEE2.00Yes (X)$0$0$0
DOUGLAS RUSSELL JR
TRUSTEE2.00Yes (X)$0$0$0
R JOSEPH SALOIS
TRUSTEE2.00Yes (X)$0$0$0
DR JENNIFER SCHOTT
TRUSTEE2.00Yes (X)$0$0$0
KAREN SHORTSLEEVE
TRUSTEE2.00Yes (X)$0$0$0
DAVID SIMON
TRUSTEE2.00Yes (X)$0$0$0
PETER STANTON
TRUSTEE2.00Yes (X)$0$0$0
BERNIE STEPHENS
TRUSTEE2.00Yes (X)$0$0$0
JO-ANN WHELAN
TRUSTEE2.00Yes (X)$0$0$0
OWEN L WILLIAMS
TRUSTEE2.00Yes (X)$0$0$0
MORGAN DYKSTAR
TRUSTEE2.00Yes (X)$0$0$0
ARLENE BETTERIDGE
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH J BEVILACQUA PHD
TRUSTEE2.00Yes (X)$0$0$0
JOHNATHAN CAREY
TRUSTEE2.00Yes (X)$0$0$0
CHRIS CIOCIOLO
TRUSTEE2.00Yes (X)$0$0$0
THOMAS CULLINANE
TRUSTEE2.00Yes (X)$0$0$0
BRIAN DONOVAN
TRUSTEE2.00Yes (X)$0$0$0
KATE ROY SULLIVAN PHD
TRUSTEE2.00Yes (X)$0$0$0
HANNAH KANE
TRUSTEE2.00Yes (X)$0$0$0
DR CAMILLE ROBERTS
TRUSTEE2.00Yes (X)$0$0$0
FRANK SMITH
TRUSTEE2.00Yes (X)$0$0$0
JOHN LAJOIE
TRUSTEE2.00Yes (X)$0$0$0
MINDY MCKENZIE-HEBERT
TRUSTEE2.00Yes (X)$0$0$0
BRIAN NEWTON
TRUSTEE2.00Yes (X)$0$0$0
MARK O'CONNELL
TRUSTEE2.00Yes (X)$0$0$0
DALE DUCASSE
TRUSTEE2.00Yes (X)$0$0$0
WAYNE GRIFFIN
TRUSTEE2.00Yes (X)$0$0$0
ALLEN KRAUSE
TRUSTEE2.00Yes (X)$0$0$0
HONORABLE MATTHEW BEATON
TRUSTEE2.00Yes (X)$0$0$0
JOHN N ALTOMARE ESQ
VICE CHAIR2.00Yes (X)$0$0$0
JEANNE ANTONUCCI
DIRECTOR2.00Yes (X)$0$0$0
CHARLES AUSTIN
DIRECTOR2.00Yes (X)$0$0$0
MAUREEN F BINIENDA
DIRECTOR2.00Yes (X)$0$0$0
BRIAN R FORTS ESQ
DIRECTOR2.00Yes (X)$0$0$0
MELVIN P GORDON
CLERK2.00Yes (X)$0$0$0
DR MARK HASSO
DIRECTOR2.00Yes (X)$0$0$0
JOHN HEALY
CHAIRMAN2.00Yes (X)$0$0$0
DAVID A JORDAN DHA
DIRECTOR2.00Yes (X)$0$0$0
ROBERT L MAHAR
TREASURER2.00Yes (X)$0$0$0
TODD C MCDONALD
DIRECTOR2.00Yes (X)$0$0$0
DEBORAH NEEDLEMAN
DIRECTOR2.00Yes (X)$0$0$0
DAVID PAYDARFAR MD
DIRECTOR2.00Yes (X)$0$0$0
FRANCIS POLITO
DIRECTOR2.00Yes (X)$0$0$0
JOHN M PROSSER
MEMBER AT LARGE2.00Yes (X)$0$0$0
MARIANNE E ROGERS
DIRECTOR2.00Yes (X)$0$0$0
CLAIRE M SWAN
MEMBER AT LARGE2.00Yes (X)$0$0$0
PETER ALDEN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT BENTLEY
TRUSTEE2.00Yes (X)$0$0$0
PAUL H GALLAGHER
TRUSTEE2.00Yes (X)$0$0$0
SCOTT A GIBBS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT JOHNSON PHD
TRUSTEE2.00Yes (X)$0$0$0
MEGAN MCDONOUGH
TRUSTEE2.00Yes (X)$0$0$0
FREDERIC H MULLIGAN
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM G O'BRIEN III
TRUSTEE2.00Yes (X)$0$0$0
ROBERT E PAULSEN
TRUSTEE2.00Yes (X)$0$0$0
MATTHEW J PELOQUIN ESQ
TRUSTEE2.00Yes (X)$0$0$0
TODD S SOLAR
TRUSTEE2.00Yes (X)$0$0$0
STEPHEN F WALSH
TRUSTEE2.00Yes (X)$0$0$0
DR MARTHA MCKENNA
DIRECTOR2.00Yes (X)$0$0$0
DR DAVID JORDAN DHA
PRESIDENT/CEO40.00$335,205$0$400,727Yes (X)
DR JOSEPH TOSCHES DBA
EXECUTIVE VP/COO40.00$334,078$0$36,321Yes (X)
DR KATHLEEN JORDAN DHA
SR. VICE PRESIDENT/CPO40.00$193,717$0$71,053Yes (X)
MICHAEL MATTHEWS
CEO40.00$133,063$0$29,032Yes (X)
KATHERINE CLEARY
VP CLINICAL SERVICES/CAFS40.00$285,164$0$3,350Yes (X)
DR MARIA BATILO
MEDICAL DIRECTOR INTEGRATED HEALTH CARE40.00$258,097$0$2,436Yes (X)
DR GOURI DATTA
MEDICAL DIRECTOR NARCOTIC TREATMENT40.00$229,280$0$3,987Yes (X)
RICHARD NECKES
VP SHCS40.00$176,626$0$12,479Yes (X)
ANN-MARIE MCCABE
NURSE PRACTITIONER40.00$143,085$0$0Yes (X)
LEE DALPHONSE
VP SHBH40.00$140,081$0$14,172Yes (X)
HOLLY JAREK
VP SEVEN HILLS PEDIATRIC CENTER40.00$132,236$0$19,702Yes (X)
DON MARTEL
VP HOME BASED COUNSELING40.00$129,912$0$28,116Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,490,544TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$621,375TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NEW ENGLAND CONSTRUCTION
293 BOURNE AVERUMFORDRI02916BUILDING CONTRACTOR$1,884,691
RUBICON BUILDERS LLC
705 MYLES STANDISH BLVDTAUNTONMA02780BUILDING CONTRACTOR$1,506,765
RAMSAY BARRETT
705 MYLES STANDISH BLVDTAUNTONMA02780BUILDING CONTRACTOR$945,743
SENATE CONSTRUCTION CORP
1000 MT LAUREL CIRCLESHIRLEYMA01464BUILDING CONTRACTOR$844,420
RP MASIELLO
PO BOX 742BOYLSTONMA01505BUILDING CONTRACTOR$817,611
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Fundraising$35,144FundraisingAmt
All Other Contributions$2,338,454AllOtherContributionsAmt
Noncash Contributions$399,430NoncashContributionsAmt
Total Contributions$2,373,598TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES/CONTRACT GOV AGENCIES623990$140,300,737$140,300,737
MEDICARE/MEDICAID623990$28,268,723$28,268,723
PRIVATE CONTRACT FEES623990$7,774,662$7,774,662
RENT, VENDING, SERVICE FEES623990$5,007,103$5,007,103
HUD RENTAL SUBSIDY623990$542,115$542,115

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$517,929TotalRevenueColumnAmt
Related Or Exempt Func Income$517,929RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$182,411,269TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$761,966TotalRevenueColumnAmt
Exclusion$761,966ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,483,204SecuritiesAmt
Other$1,005,528OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,406,338SecuritiesAmt
Other$1,171,243OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,076,866SecuritiesAmt
Other-$165,715OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$911,151TotalRevenueColumnAmt
Related Or Exempt Func Income-$165,715RelatedOrExemptFuncIncomeAmt
Exclusion$1,076,866ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,606FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$35,144ContriRptFundraisingEventAmt
Fundraising Direct Expenses$14,596FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,990TotalRevenueColumnAmt
Exclusion-$12,990ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,583,061GamingGrossIncomeAmt
Gaming Direct Expenses$1,268,795GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$314,266TotalRevenueColumnAmt
Related Or Exempt Func Income$314,266RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business623990BusinessCd
Total Revenue Column$1,562,596TotalRevenueColumnAmt
Related Or Exempt Func Income$1,562,596RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,562,596OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$188,321,856TotalRevenueColumnAmt
Related Or Exempt Func Income$184,122,416RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,825,842ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$103,324TotalAmt
Program Services$103,324ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,490,544TotalAmt
Program Services$2,490,544ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$87,852,342TotalAmt
Program Services$83,360,164ProgramServicesAmt
Management And General$4,492,178ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,488,768TotalAmt
Program Services$11,173,745ProgramServicesAmt
Management And General$1,315,023ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,274,638TotalAmt
Program Services$6,951,824ProgramServicesAmt
Management And General$322,814ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$163,305TotalAmt
Program Services$10,440ProgramServicesAmt
Management And General$152,865ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$103,300TotalAmt
Management And General$103,300ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$67,715TotalAmt
Program Services$67,715ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$375,991TotalAmt
Program Services$6,010ProgramServicesAmt
Management And General$369,981ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,596,157TotalAmt
Program Services$5,387,477ProgramServicesAmt
Management And General$208,680ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,903,559TotalAmt
Program Services$8,375,667ProgramServicesAmt
Management And General$527,892ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,405,269TotalAmt
Program Services$3,302,639ProgramServicesAmt
Management And General$102,630ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$485,139TotalAmt
Program Services$103,951ProgramServicesAmt
Management And General$381,188ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,031,925TotalAmt
Program Services$3,472,110ProgramServicesAmt
Management And General$559,815ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,500,551TotalAmt
Program Services$4,181,046ProgramServicesAmt
Management And General$319,505ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,010,727TotalAmt
Program Services$950,551ProgramServicesAmt
Management And General$60,176ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CHILD CARE VOUCHER PAYM$25,908,566$25,908,566
SPECIALIZED HOME CARE$9,572,122$9,572,122
MISCELLANEOUS$5,405,953$3,696,400$1,709,553
CLINICAL CONSULTANTS$2,670,055$2,181,331$488,724

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$78,486TotalAmt
Fundraising$78,486FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$182,488,436TotalAmt
Program Services$171,295,626ProgramServicesAmt
Management And General$11,114,324ManagementAndGeneralAmt
Fundraising$78,486FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,922,626BOYAmt
EOY$10,873,297EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$407,635BOYAmt
EOY$275,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,468,276BOYAmt
EOY$19,571,885EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$400,812BOYAmt
EOY$593,932EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$155,565,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$41,092,515LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$106,360,874BOYAmt
EOY$114,473,009EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,679,571BOYAmt
EOY$24,772,555EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$785,916BOYAmt
EOY$1,141,927EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,140,104BOYAmt
EOY$31,926,032EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$169,165,814BOYAmt
EOY$203,627,637EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,452,870BOYAmt
EOY$15,501,941EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,237,033BOYAmt
EOY$111,560,422EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$12,444,375BOYAmt
EOY$10,618,471EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,836,348BOYAmt
EOY$5,228,293EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$112,970,626BOYAmt
EOY$142,909,127EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,458,812BOYAmt
EOY$56,208,884EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,164,400BOYAmt
EOY$3,937,650EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$571,976BOYAmt
EOY$571,976EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,195,188BOYAmt
EOY$60,718,510EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$169,165,814BOYAmt
EOY$203,627,637EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,833,420ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,514,591NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$204,493OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$743,562CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$896,391CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,304,975CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,147,034CurrentTaxYearMinus1YearAmt
Current Tax Year$2,373,598CurrentTaxYearAmt
Total$7,465,560TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$141,735,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,589,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,901,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$169,037,643CurrentTaxYearMinus1YearAmt
Current Tax Year$183,973,855CurrentTaxYearAmt
Total$781,238,071TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,292CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,292CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,292CurrentTaxYearMinus1YearAmt
Current Tax Year$29,292CurrentTaxYearAmt
Total$146,460TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,508,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$138,515,105CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$150,235,454CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,213,969CurrentTaxYearMinus1YearAmt
Current Tax Year$186,376,745CurrentTaxYearAmt
Total$788,850,091TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$788,850,091PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$371,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$383,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$679,676CurrentTaxYearMinus1YearAmt
Current Tax Year$761,966CurrentTaxYearAmt
Total$2,788,594TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$371,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$383,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$679,676CurrentTaxYearMinus1YearAmt
Current Tax Year$761,966CurrentTaxYearAmt
Total$2,788,594TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,309,756CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,100,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$301,321CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$270,736CurrentTaxYearMinus1YearAmt
Current Tax Year$314,266CurrentTaxYearAmt
Total$5,296,500TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144,189,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,999,105CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,128,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,164,381CurrentTaxYearMinus1YearAmt
Current Tax Year$187,452,977CurrentTaxYearAmt
Total$796,935,185TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98990PublicSupportCY509Pct
Public Support PY5090.98900PublicSupportPY509Pct
Investment Income CY0.00350InvestmentIncomeCYPct
Investment Income PY0.00320InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, SECTIONS B, C AND DFormAndLineReferenceDesc
Explanation2013 PUBLIC SUPPORT AND INVESTMENT INCOME PERCENTAGES HAVE BEEN UPDATED FROM THE ORIGINALLY FILED AMOUNTS TO EXCLUDE GROSS INCOME FROM SALE OF CAPITAL ASSETS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,172,549BeginningYearBalanceAmt
Investment Earnings Or Losses$305,502InvestmentEarningsOrLossesAmt
Other Expenditures$301,835OtherExpendituresAmt
End Year Balance$20,176,216EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,642,589BeginningYearBalanceAmt
Investment Earnings Or Losses$1,529,960InvestmentEarningsOrLossesAmt
End Year Balance$20,172,549EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,118,106BeginningYearBalanceAmt
Investment Earnings Or Losses$6,524,483InvestmentEarningsOrLossesAmt
End Year Balance$18,642,589EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,212,750BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,094,644InvestmentEarningsOrLossesAmt
End Year Balance$12,118,106EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,759,106BeginningYearBalanceAmt
Investment Earnings Or Losses$2,453,644InvestmentEarningsOrLossesAmt
End Year Balance$13,212,750EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.79000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,114,920OtherCostOrOtherBasisAmt
Book Value$14,114,920BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,146,603OtherCostOrOtherBasisAmt
Depreciation$29,310,747DepreciationAmt
Book Value$93,835,856BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,720,731OtherCostOrOtherBasisAmt
Depreciation$11,781,768DepreciationAmt
Book Value$3,938,963BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,583,270OtherCostOrOtherBasisAmt
Book Value$2,583,270BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$114,473,009TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
LOAN ACQUISITION COSTS$3,167,859
DEPOSITS AND OTHER ASSETS$277,197
CASH VALUE OF LIFE INSURANCE$3,386,686
REFUNDS HELD IN ESCROW FROM T/E BONDS - SHORT TERM$21,080,266
REFUNDS HELD IN ESCROW FROM T/E BONDS - LONG TERM$4,014,024
FieldValueIRS element (for citing)
Total Book Value Other Assets$31,926,032TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATION LIABILITYDesc
Amt$5,228,293Amt
FieldValueIRS element (for citing)
Total Liability$5,228,293TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$188,242,129TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,514,592NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$29,292DonatedServicesAndUseFcltsAmt
Other Revenue$1,493,288OtherRevenueAmt
Revenue Not Reported$7,988RevenueNotReportedAmt
Revenue Subtotal$188,234,141RevenueSubtotalAmt
Investment Expenses Not Incld$67,715InvestmentExpensesNotIncldAmt
Other Revenues Not Included$20,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$87,715RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$188,321,856TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$183,718,808TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$29,292DonatedServicesUseFcltsAmt
Other Expenses Included$1,268,795OtherExpensesIncludedAmt
Expenses Not Reported$1,298,087ExpensesNotReportedAmt
Expenses Subtotal$182,420,721ExpensesSubtotalAmt
Investment Expenses Not Incld2$67,715InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$67,715ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$182,488,436TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. THE BOARD OF DIRECTORS HAS INTERPRETED STATE LAW AS ALLOWING THE UTILIZATION OF APPRECIATION ON PERMANENTLY RESTRICTED ASSETS UNLESS EXPLICIT DONOR STIPULATIONS SPECIFY HOW NET APPRECIATION MUST BE USED. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE FOUNDATION'S INVESTMENT COMMITTEE SHALL SEEK TO INVEST THE ENDOWMENT FUNDS IN SUCH A MANNER THAT THE INVESTMENTS WILL PROVIDE A SPENDABLE RETURN CONSISTENT WITH A LONG-TERM GOAL OF PRESERVING THE FUNDS IN REAL TERMS. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION HAS INVESTED IN DEBT AND EQUITY SECURITIES THAT TARGET A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS.
PART X, LINE 2:THE FOUNDAITON QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE FOUNDATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELATED STATEMENTS OF ACTIVITIES, OR CASH FLOW. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FOUNDAITON IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE 2012.
PART XI, LINE 2D - OTHER ADJUSTMENTS:GAMING EXPENSES 1,268,795. UNREALIZED GAIN ON HEDGING INSTRUMENT 224,493.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONATED VAN NOT INCLUDED IN FINANCIAL STATEMENTS 20,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GAMING EXPENSES 1,268,795.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3AS REQUIRED BY THE COMMONWEALTH OF MASSACHUSETTS
PART 1, LINE 6VARIOUS GRANTS AND EXPENSE REIMBURSEMENTS ARE RECEIVED FROM VARIOUS FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES UNDER VARIOUS PROGRAMS

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
BO, SIERRA LEONEGRANTSCLINICAL SERVICES$57,700
ACCRA, GHANAGRANTSCLINICAL SERVICES$18,500
LOMA LINDA, GUATEMALAGRANTSCLINICAL SERVICES$7,359
KHULA, BANGLADESHGRANTSCLINICAL SERVICES$5,800
NAIROBI, KENYA, AFRICAGRANTSCLINICAL SERVICES$1,133
XEYLA, GUATEMALAGRANTSCLINICAL SERVICES$1,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$91,492SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$91,492TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
BO,SIERRA LEONECLINICAL$57,700WIRE TRANSFERBOOK
ACCRA, GHANACLINICAL$18,500WIRE TRANSFERBOOK
LOMA LINDA, GUATEMALACLINICAL$7,359WIRE TRANSFERBOOK
KHULA, BANGLADESHCLINICAL$5,800WIRE TRANSFERBOOK
NAIROBI, KENYA, AFRICACLINICAL$1,133WIRE TRANSFERBOOK
XEYLA, GUATEMALACLINICAL$1,000WIRE TRANSFERBOOK
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHERE IS A COMPREHENSIVE MONITORING AND EVALUATION SYSTEM FOR OUTCOME BASED DEVELOPMENT MONITORING AS WELL AS BI-ANNUAL PROGRESS REPORTS AND ANNUAL BUDGET REVIEWS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1NEW BEGINNINGS GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$36,750GrossReceiptsEvent1Amt
Charitable Contri Event1$35,144CharitableContriEvent1Amt
Gross Revenue Event1$1,606GrossRevenueEvent1Amt
Non Cash Prizes Event1$12,989NonCashPrizesEvent1Amt
Other Direct Expenses Event1$14,596OtherDirectExpensesEvent1Amt
Gross Receipts Total$36,750GrossReceiptsTotalAmt
Charitable Contributions Tot$35,144CharitableContributionsTotAmt
Gross Revenue Total Events$1,606GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,989NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$14,596OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,585DirectExpenseSummaryEventsAmt
Net Income Summary-$25,979NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$1,491,825GrossRevenueBingoAmt
Cash Prizes Bingo$1,017,849CashPrizesBingoAmt
Other Direct Expenses Bingo$225,746OtherDirectExpensesBingoAmt
Volunteer Labor BingoYes (1)VolunteerLaborBingoInd
Volunteer Labor Bingo1.00000VolunteerLaborBingoPct
Gross Revenue Pull Tabs$91,236GrossRevenuePullTabsAmt
Other Direct Expenses Pull Tabs$25,200OtherDirectExpensesPullTabsAmt
Volunteer Labor Pull TabsYes (1)VolunteerLaborPullTabsInd
Volunteer Labor Pull Tabs1.00000VolunteerLaborPullTabsPct
Gross Revenue Total Gaming$1,583,061GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$1,017,849CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$250,946OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$1,268,795DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$314,266NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedMAStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With Nonmembers0GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility1.00000GamingOwnFacilityPct
Individual With BooksJOSEPH TOSCHESIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SEVEN HILLS FOUNDATION 81 HOPE AVENAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01603ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonJOSEPH TOSCHESGamingManagerPersonNm
Gaming Manager Services ProvMANAGER OF EVENTSGamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrYes (1)CharitableDistributionRqrInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR DAVID JORDAN DHA
PRESIDENT/CEO$327,843$0$0$0$7,362$0$387,906$0$12,821$0$735,932$0$0$0
DR JOSEPH TOSCHES DBA
EXECUTIVE VP/COO$327,514$0$0$0$6,564$0$23,500$0$12,821$0$370,399$0$0$0
DR KATHLEEN JORDAN DHA
SR. VICE PRESIDENT/CPO$192,742$0$0$0$975$0$71,053$0$0$0$264,770$0$0$0
MICHAEL MATTHEWS
CEO$131,913$0$1,150$0$0$0$29,032$0$0$0$162,095$0$0$0
KATHERINE CLEARY
VP CLINICAL SERVICES/CAFS$284,464$0$700$0$0$0$3,350$0$0$0$288,514$0$89,473$0
DR MARIA BATILO
MEDICAL DIRECTOR INTEGRATED HEALTH C$257,597$0$500$0$0$0$0$0$2,436$0$260,533$0$0$0
DR GOURI DATTA
MEDICAL DIRECTOR NARCOTIC TREATMENT$228,455$0$825$0$0$0$0$0$3,987$0$233,267$0$0$0
RICHARD NECKES
VP SHCS$175,926$0$700$0$0$0$0$0$12,479$0$189,105$0$0$0
LEE DALPHONSE
VP SHBH$139,481$0$600$0$0$0$14,172$0$0$0$154,253$0$0$0
HOLLY JAREK
VP SEVEN HILLS PEDIATRIC CENTER$131,086$0$1,150$0$0$0$15,715$0$3,987$0$151,938$0$0$0
DON MARTEL
VP HOME BASED COUNSELING$128,177$0$1,150$0$585$0$15,626$0$12,490$0$158,028$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationDAVID A. JORDAN, DHA - DEFINED BENEFIT PLAN & DEFERRED COMPENSATION $387,906 JOSEPH L. TOSCHES - DEFINED BENEFIT PLAN $23,500 DR KATHLEEN JORDAN, DHA - DEFERRED COMPENSATION $71,053 KATHARINE CLEARY - DEFERRED COMPENSATION $3,350 MICHAEL MATTHEWS - DEFERRED COMPENSATION $29,032 LEE A. DALPHONSE - DEFERRED COMPENSATION $14,172 HOLLY JAREK - DEFERRED COMPENSATION $15,715 DON MARTEL - DEFERRED COMPENSATION $15,626 THE EMPLOYER CONTRIBUTES THESE DEFERRED COMPENSATION PAYMENTS TO A NON QUALIFIED INELIGIBLE 457(F) PLAN. THESE AMOUNTS CONTRIBUTED INTO THE 457(F) PLAN ARE NOT VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE IN THE EVENT THAT EMPLOYEES DO NOT FULFIL THEIR OBLIGATIONS OF THEIR EMPLOYMENT WITH THE ORGANIZATION.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY
A0434318142008-09-01$12,000,000FINANCE/REFINANCE CAPITAL PROJECTS000
MASS DEVELOPMENT FINANCE AGENCY
B0434318142008-09-01$5,500,000FINANCE/REFINANCE CAPITAL PROJECTS000
MASS DEVELOPMENT FINANCE AGENCY
C0434318142005-07-01$24,285,000FINANCE/REFINANCE CAPITAL PROJECTS000
MASS DEVELOPMENT FINANCE AGENCY
D0434318142011-12-29$8,051,000FINANCE/REFINANCE CAPITAL PROJECTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmt
A$12,000,000$381,002$11,715,020201000Yes (1)Yes (1)
B$5,500,000$171,175$5,305,712201000Yes (1)Yes (1)
C$23,300,000$765,886$22,750,329200700Yes (1)Yes (1)$1,588,244
D$8,051,000$278,350$7,075,135201300Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
TD BANK
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)5.0000000000000000Yes (1)
TD BANK
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)10.0000000000000000Yes (1)
(no name)
C0Yes (1)Yes (1)Yes (1)0000Yes (1)
TD BANK
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)4.0000000000000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/03/2014 ISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/03/2014 ISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/16/2014 ISSUER NAME: MASS HEFA REVENUE BONDS DATE THE REBATE COMPUTATION WAS PERFORMED: 11/19/2014
SCHEDULE K, PART II, QUESTION 14, ENTITY 2, COLUMN DISSUES REFUNDED WITH CURRENT ISSUE ARE AS FOLLOWS: 1999 ISSUE $9,845,000 2002 ISSUE $11,680,000 2005 ISSUE $20,620,000

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
RI HEALTH & EDUCATIONAL BUILDING CORP
A0000529192012-06-01$3,555,000FINANCE/REFINANCE CAPITAL PROJECTS000
RI HEALTH & EDUCATIONAL BUILDING CORP
B0000529192013-06-30$1,655,000FINANCE/REFINANCE CAPITAL PROJECTS000
MASS HEFA REVENUE BONDS
C0424560112004-11-19$11,653,000CONSOLIDATE LOANS000
MASS DEVELOPMENT FINANCE AGENCY
D0434318142015-04-09$55,835,000FINANCE/REFINANCE CAPITAL PROJECTS00057583U6N3

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmtRefunding EscrowRefundingEscrowAmtOther Spent ProceedsOtherSpentProceedsAmt
A$3,555,000$119,268$3,197,063201300Yes (1)Yes (1)
B$1,655,000$23,685$1,606,8352014000Yes (1)
C$11,653,000$159,840$11,493,160200400Yes (1)Yes (1)
D$55,835,000$471,447$16,655,2082015Yes (1)0Yes (1)Yes (1)$4,014,024$21,080,266$21,525,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A0000Yes (1)000Yes (1)
(no name)
B0000Yes (1)000Yes (1)
TD BANK
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)10.00000000000000
(no name)
D00000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
CYes (1)
DYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LUANNE PERRY
SIBLING-SISTER OF JOSEPH TOSCHES$387,801ARCHITECTURAL SERVICES0
LUANNE PERRY
SIBLING-SISTER OF JOSEPH TOSCHES$10,000MANAGEMENT FEE EXPENSE0
LUANNE PERRY
SIBLING-SISTER OF JOSEPH TOSCHES$16,400RENTAL INCOME0
LUANNE PERRY
SIBLING-SISTER OF JOSEPH TOSCHES$15,322AAA DISTRIBUTION0
(no name)
0
(no name)
0

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$20,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)NET ASSETS VSA OF MA1$338,597FMV
Yes (X)NET ASSETS ICW1$27,844FMV
Yes (X)RAFFLE ITEMS DONATED25$12,989FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 30B:FormAndLineReferenceDesc
ExplanationDURING 2015, THE BOARD OF DIRECTORS OF THE SEVEN HILLS FOUNDATION AND THE BOARD OF DIRECTORS OF INTERNATIONAL CENTER OF WORCESTER(ICW) VOTED TO AUTHORIZE A MERGER WITH THE FOUNDATION. THE FOUNDATION HAS ASSUMED THE CONTRACTS OF ICW AND CONTINUED ITS OPERATIONS. DURING 2015, THE BOARD OF DIRECTORS OF THE SEVEN HILLS FOUNDATION AND THE BOARD OF DIRECTORS OF VERY SPECIAL ARTS (VSA) VOTED TO AUTHORIZE A MERGER WITH THE FOUNDATION. THE FOUNDATION HAS ASSUMED THE CONTRACTS OF VSA MASSACHUSETTS AND CONTINUED ITS OPERATIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DAVID JORDAN, THE PRESIDENT/CEO, IS MARRIED TO KATHLEEN JORDAN WHO IS THE SR. VICE PRESIDENT/CPO.
FORM 990, PART VI, SECTION A, LINE 7AA NOMINATING COMMITTEE MEETS TO REVIEW PROSPECTIVE CANDIDATES FOR SEVEN HILLS FOUNDATION DIRECTOR OR TRUSTEE POSITIONS. THE LIST OF NOMINATED CANDIDATES IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. ELECTED DIRECTORS AND TRUSTEES SERVE FOR A 3-YEAR TERM. BOARD OFFICERS SERVE A 1-YEAR TERM.
FORM 990, PART VI, SECTION A, LINE 7BMAJOR DECISIONS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS
FORM 990, PART VI, SECTION B, LINE 11THE BOARD OF DIRECTORS, CEO, CFO, AND COO WILL REVIEW IT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING IT.
FORM 990, PART VI, SECTION B, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION FOR THE TOP TWO EMPLOYEES IS THROUGH AN INDEPENDENT COMPENSATION REVIEW EVERY TWO YEARS CONDUCTED BY AN OUTSIDE SPECIALIST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:UNREALIZED GAIN ON HEDGING INSTRUMENT 224,493. DONATED VAN FMV NOT INCLUDED IN FINANCIAL STATEMENTS -20,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
SEVEN HILLS FAMILY SERVICES INC
81 HOPE AVENUEWORCESTERMA01603043293665EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS COMMUNITY SERVICES INC
81 HOPE AVENUEWORCESTERMA01603043125422EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS OCCUPATIONAL & REHABILITATION SERVICES INC
81 HOPE AVENUEWORCESTERMA01603042274992EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS DISABILITY & ADVOCACY INC
81 HOPE AVENUEWORCESTERMA01603042522064EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
WAARC REALTY INC
81 HOPE AVENUEWORCESTERMA01603042862244EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEASIDE EDUCATIONAL ASSOCIATES INC
81 HOPE AVENUEWORCESTERMA01603042669835EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS NEUROCARE INC
81 HOPE AVENUEWORCESTERMA01603043527672EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS BEHAVIOR HEALTH INC
81 HOPE AVENUEWORCESTERMA01603042173052EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS EXTENDED CARE AT GROTON INC
81 HOPE AVENUEWORCESTERMA01603200172796EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS RHODE ISLAND INC
81 HOPE AVENUEWORCESTERMA01603056013789EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS GLOBAL OUTREACH
81 HOPE AVENUEWORCESTERMA01603263273731EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS CLINICAL ASSOCIATES INC
81 HOPE AVENUEWORCESTERMA01603020627442EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
INDIVIDUAL & FAMILY SUPPORT CENTERS INC
81 HOPE AVENUEWORCESTERMA01603042492493EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
CHILDREN AID & FAMILY SERVICE INC
81 HOPE AVENUEWORCESTERMA01603042161932EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
STETSON SCHOOLINC
81 HOPE AVENUEWORCESTERMA01603042631391EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
STETSON HOME INC
81 HOPE AVENUEWORCESTERMA01603042122643EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
ICW
81 HOPE AVENUEWORCESTERMA01603042375529EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
VSA OF MA
81 HOPE AVENUEWORCESTERMA01603042699540EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0
SEVEN HILLS NEW JERSEY
81 HOPE AVENUEWORCESTERMA01603474001509EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGESMA501(C)(3)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
EMPIRICAL ASSET MANAGEMENT LLC
ONE HOLLIS STREETWELLESLEYMA02482273376835ASSET MANAGEMENTMA$13,564$503,995000.06000
BIRCH B LLC (DBA HONEYDROP BEVERAGES)
23-23 BORDEN AVELONG ISLAND CITYNY11101BEVERAGE MARKETDE$300,000000.03600

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
GROUP 7 DESIGN INC
83 CEDAR STREETMILFORDMA01757261688975ARCHITECTURAL DESIGNMAN/AS$46,431$337,9320.499000
SEVEN HILLS HOLDING CORPORATION
81 HOPE AVENUEWORCESTERMA01603460928673REAL ESTATE HOLDINGMAC$78,1001.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GROUP 7 DESIGN INC
Q$10,000BOOK
GROUP 7 DESIGN INC
A$16,400BOOK