STONE INSTITUTE AND NEWTON HOME FOR AGED PEOPLE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STONE INSTITUTE AND NEWTON HOME FOR AGED PEOPLE (EIN 04-2105896)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349103726
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:59:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE INSTITUTE AND NEWTON HOME FOR | BusinessNameLine1Txt |
| Business Name Line2 | AGED PEOPLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 6175270023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SANTERRE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6175270023 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,376,383 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $192,404 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $114,354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114,354 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $114,354 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,880,777 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,880,777 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,187,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,995,131 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,458,852 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,908,253 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $550,599 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $511,502 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $467,898 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,604 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $60,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $55,777 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,198 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,199 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $46,834 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,365 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $585,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $532,028 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,580 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $141,984 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $129,880 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $12,104 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $440,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $402,951 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $37,552 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $339,114 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $339,114 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $365,383 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $334,235 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,148 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,137 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $106 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,124,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,777,024 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $347,869 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,081,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,995,131 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,082,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,081,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,995,131 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,082,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$893,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $628,850 | CashBOYAmt |
| Cash EOY | $827,717 | CashEOYAmt |
| Cash EOYFMV | $827,717 | CashEOYFMVAmt |
| Acct Rcvbl | $1,763,056 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $251,679 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $1,765,168 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,511,377 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,511,377 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $123,326 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115,019 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115,019 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,405,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,800,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,800,027 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,698,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,576,088 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,249,939 | LandBOYAmt |
| Land EOY | $3,122,243 | LandEOYAmt |
| Land EOYFMV | $3,122,243 | LandEOYFMVAmt |
| Total Assets BOY | $8,172,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,376,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,376,383 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,627,068 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,796,465 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $2,954,610 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,784,404 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $38,908 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $138,542 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,620,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,719,411 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,512,824 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,656,972 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $39,096 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,551,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,656,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,172,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,376,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,551,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$893,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,658,083 | SubtotalAmt |
| Other Decreases | $1,111 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,656,972 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1992-12-21 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STONEREHABANDSENIORLIVING.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175270023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SALLY H JENKS | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DENNIS C RIESKE | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER Y SHEPLER | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | TREASURER | 1.00 | $0 | $0 | $0 |
| NICHOLAS LIPRESTI ESQ | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | CLERK | 1.00 | $0 | $0 | $0 |
| MICHAEL ALEXANDER | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEAN M THURSTON | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYCE LOCHIATTO | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY KUHL | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILFRED MAMUYA | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC M PIZZI | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMIE QUINTANA | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| OLIVE CHITO | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | RN | 57.00 | $200,068 | $0 | $16,959 |
| CATHERINE KEOUGH | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | LPN | 49.00 | $153,077 | $0 | $21,889 |
| JIANWU CHEN | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | RN | 55.00 | $153,528 | $0 | $14,915 |
| UGUETTE JOSEPH | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | LPN | 49.00 | $137,663 | $0 | $27,439 |
| VIERGEMENE RIPERT | ||||||||
| 277 ELLIOT STREET | NEWTON | MA | 02464 | CNA | 59.00 | $129,756 | $0 | $32,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYNCHRONY REHAB | |||||
| PO BOX 74590 | CLEVELAND | OH | 44194 | CONTRACT REHABILIATION SERVICES | $506,534 |
| LEGACY LIFECARE MANAGEMENT | |||||
| 240 LYNNFIELD ST | PEABODY | MA | 01960 | MANAGEMENT SERVICES | $496,299 |
| PERFORMANCE HEALTHCARE SERVICES INC | |||||
| 47R RIVER STREET SUITE 200R | WELLESLEY | MA | 02481 | AGENCY HOUSEKEEPING | $436,651 |
| INTELYCARE INC | |||||
| PO BOX 787317 | PHILADELPHIA | PA | 191787317 | AGENCY NURSING | $212,931 |
| EXPRESS HEALTHCARE GROUP INC | |||||
| 241 WAVERLY ROAD | NORTH ANDOVER | MA | 01845 | AGENCY NURSING | $207,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF A 24-BED RETIREMENT HOME FOR AGED PERSONS IN INDIGENT CIRCUMSTANCES, AND AN 82-BED SKILLED NURSING FACILITY. | Description1Txt |
| Expenses1 | $11,995,131 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,056,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $774,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,830,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,830,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,788,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,082,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,082,125 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1992-12-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,082,125 | CurrentYearAmt |
| Year1 | $1,884,445 | Year1Amt |
| Year2 | $1,978,217 | Year2Amt |
| Year3 | $695,234 | Year3Amt |
| Total | $5,640,021 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,082,125 | CurrentYearAmt |
| Year1 | $1,884,445 | Year1Amt |
| Year2 | $1,978,217 | Year2Amt |
| Year3 | $695,234 | Year3Amt |
| Total | $5,640,021 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,376,383 | CurrentYearAmt |
| Year1 | $8,172,506 | Year1Amt |
| Year2 | $9,265,670 | Year2Amt |
| Year3 | $11,360,099 | Year3Amt |
| Total | $36,174,658 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,948 | CurrentYearAmt |
| Year1 | $127,683 | Year1Amt |
| Year2 | $1 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $220,632 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD BLAKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 ELLIOT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177620882 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS HAVE BEEN NOTED. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $11,871,344 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,354 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $9,433 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,880,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,995,131 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | ALL INCOME RELATED TO PRIVATE OPERATING FOUNDATION PROVIDING NURSING CARE AND OTHER RELATED SERVICES TO RESIDENTS OF THE FACILITY. |
| 3 | THE ORGANIZATION USES ITS INVESTMENT INCOME TO SUPPORT ITS MISSION TO PROVIDE NURSING CARE AND OTHER RELATED SERVICES TO RESIDENTS OF THE FACILITY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES | ||||||
| 1 | 1 ASHBURN PL 11TH FLOOR | BOSTON | MA | 02108 | $165,404 | Yes (X) |
| JEAN THURSTON | ||||||
| 2 | 10 FISKE LN | WESTON | MA | 024931216 | $5,000 | Yes (X) |
| HAMILTON CO CHARITABLE FOUNDATION (HCCF) PROJECT FUND | ||||||
| 3 | 39 BRIGHTON AVE | BOSTON | MA | 02134 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,199 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,834 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,365 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH AND CASH INVESTMENTS | FMV | $9,543 | $9,543 |
| OTHER INVESTMENTS | FMV | $1,790,484 | $1,790,484 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $60,975 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,777 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,198 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINES/LOSSES | Desc |
| Amt | $1,111 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $19,935 | $0 | $18,236 | $1,699 |
| OFFICE EXPENSE | $36,800 | $0 | $33,663 | $3,137 |
| PHARMACY EXPENSES | $83,565 | $0 | $76,441 | $7,124 |
| STAFF RECRUITMENT | $87,876 | $0 | $80,385 | $7,491 |
| INSURANCE | $140,936 | $0 | $128,922 | $12,014 |
| MEDICAL EXPENSES | $142,269 | $0 | $130,141 | $12,128 |
| INFORMATION TECHNOLOGY | $164,636 | $0 | $150,601 | $14,035 |
| NURSING EXPENSE | $221,306 | $0 | $202,440 | $18,866 |
| DIETARY EXPENSES | $411,682 | $0 | $376,587 | $35,095 |
| HOUSEKEEPING EXPENSES | $451,222 | $0 | $412,757 | $38,465 |
| MISCELLANEOUS EXPENSE | $551,897 | $0 | $508,615 | $43,282 |
| REHAB EXPENSE | $571,045 | $0 | $522,365 | $48,680 |
| BAD DEBT EXPENSE | $617,678 | $0 | $565,023 | $52,655 |
| USER FEE EXPENSE | $624,046 | $0 | $570,848 | $53,198 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PATIENT SERVICE REVENUE | $11,871,344 | $11,871,344 |
| MISCELLANEOUS INCOME | $9,433 | $9,433 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUES TO RELATED PARTIES | $6,595 | $110,203 |
| RESIDENT FUNDS | $32,313 | $28,339 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $564,630 | $0 | $516,497 | $48,133 |
| INVESTMENT MANAGEMENT FEES | $4,116 | $4,116 | $0 | $0 |
| OTHER FEES | $16,978 | $0 | $15,531 | $1,447 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $440,503 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $402,951 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,552 | DisbursementsCharitablePrpsAmt |