NORTH HILL NEEDHAM INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTH HILL NEEDHAM INC (EIN 04-2716090)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-13
- IRS object ID
- 201410449349301266
- Schema version
- 2012v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T16:28:21-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BEATTIE PLACE STE 800 | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042716090 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH HILL NEEDHAM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PAT PAULIN | InCareOfName |
| Name Control | NORT | NameControl |
| Phone | 7814449910 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 Central Ave | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Needham | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN L BURKE | Name |
| Title | PRESIDENT-CEO | Title |
| Date Signed | 2014-02-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642425740 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kevin L Burke | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 CENTRAL AVENUE | AddressLine1 |
| City | Needham | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37038481 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.northhill.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | North Hill Needham is a mission-driven organization that provides housing and healthcare services to the elderly, and takes care of its residents for life even when their financial resources are depleted. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 353 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 130 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23055585 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24182577 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2834453 | InvestmentIncomePriorYear |
| Investment Income Current Year | 347328 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4437 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8925 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25894475 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24538830 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14135036 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14325890 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12699457 | OtherExpensePriorYear |
| Other Expenses Current Year | 13395270 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26834493 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27721160 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -940018 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3182330 | RevenuesLessExpensesCY |
| Total Assets BOY | 111230127 | TotalAssetsBOY |
| Total Assets EOY | 130272898 | TotalAssetsEOY |
| Total Liabilities BOY | 76140349 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 95724140 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35089778 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34548758 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NORTH HILL NEEDHAM IS A MISSION-DRIVEN ORGANIZATION THAT PROVIDES HOUSING AND HEALTHCARE SERVICES TO THE ELDERLY, AND TAKES CARE OF ITS RESIDENTS FOR LIFE EVEN WHEN THEIR FINANCIAL RESOURCES ARE DEPLETED. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 23878273 | Expense |
| Revenue | 24182577 | Revenue |
| Description | North Hill Needham, Inc. (Needham)is a 501(c)(3) tax-exempt continuing care retirement community governed by a Board of Trustees comprised of citizens from surrounding local communities. Needham began its tradition of leadership in 1984 offering new senior living opportunities and introducing Lifecare to Massachusetts. Almost 30 years later, Needham operates a Life Care retirement Community which includes 285 Apartments, a Home Health Agency and a 72-bed skilled nursing facility. Over the years, Needham has innovated ways to enhance the lives of people 65 and better. "Purposefull Living" is the heart of the True North spirit. It is both a philosophy and approach to life, designed to enrich the well-being of each person who lives and works at Needham. Needham connects its residents with world-class opportunities on and around its campus. Residents can take classes at a nearby university or take in the extraordinary cultural offerings of Boston. They can strengthen their minds through book clubs, art classes and lectures and strengthen their bodies in the indoor pool or by joining the outdoor walking club. Needham provides the peace of mind of lifecare and a 90% refundable entrance fee - two firsts for the state of Massachusetts. The 90% refundable entrance fee keeps Needham's lifestyle and services affordable for those in the Wellesley/Needham community and keeps pricing stable for the level of care provided. Since 2010 North Hill has offered 3 types of contracts: the flagship 90% refundable with lifecare, declining balance with lifecare and 90% refundable without lifecare. | Description |
| Total Program Service Expense | 23878273 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 106 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 353 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAT PAULIN | NamePerson |
| Telephone Number | 7814449910 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 CENTRAL AVENUE | AddressLine1 |
| City | Needham | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM MEAGHER | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 1200 | |||||
| JOHN TUCKER | |||||||||
| CHAIRMAN | 3.0 | 2.0 | X | 1500 | X | ||||
| DAVID DINWOODEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1200 | |||||
| CHRISTOPH HOFFMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1200 | |||||
| STEPHEN KOTT | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1200 | |||||
| KATHY NICHOLSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1200 | |||||
| CARL NOVOTNY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 1300 | |||||
| TED OWENS | |||||||||
| VICE CHAIRMAN | 4.0 | 0.0 | X | X | |||||
| DAVID PERINI | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1300 | |||||
| JENNIFER PLINE | |||||||||
| TREASURER | 1.0 | 2.0 | X | 1300 | X | ||||
| ELIZABETH POWELL | |||||||||
| TRUSTEE-ATTP BY BABSON COLLEGE | 2.0 | 0.0 | X | 1200 | |||||
| JOHN SCHROEDER | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 1100 | |||||
| JOHN SCHWARTZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1100 | |||||
| GAIL WALCOTT | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 1300 | |||||
| SARAH WILCOX | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 1100 | |||||
| BARBARA MADDEN | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | 1300 | |||||
| JESSE PUTNEY | |||||||||
| TRUSTEE - TERM MAY 2013 | 1.0 | 0.0 | X | ||||||
| KEVIN BURKE | |||||||||
| PRESIDENT & CEO | 35.0 | 5.0 | X | 251430 | 21212 | ||||
| JEAN PAUL GOSSELIN | |||||||||
| CFO | 20.0 | 20.0 | X | 146421 | 17281 | ||||
| DAVID MAW | |||||||||
| EXECUTIVE DIRECTOR - NEEDHAM | 35.0 | 5.0 | 145388 | 17360 | X | ||||
| HAROLD GOODALE | |||||||||
| DIRECTOR OF PLANT SERVICES | 40.0 | 0.0 | 115692 | 8345 | X | ||||
| LEE PLEDGER | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.0 | 0.0 | 106881 | 7660 | X | ||||
| ADAM GOLDMAN | |||||||||
| ADMINISTRATOR, HEALTH CENTER | 40.0 | 0.0 | 105087 | 15992 | X | ||||
| CAROL SMITH FLODSTROM | |||||||||
| DIRECTOR OF NURSING HEALTH CTR | 40.0 | 0.0 | 102008 | 16887 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 448168 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 543239 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104737 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HARVARD PILGRIM HEALTHCARE | |||||
| PO BOX 970050 | BOSTON | MA | 02297 | HEALTH SVC PROVIDER | 1612757 |
| JSA INC | |||||
| 273 CORPORATE DRIVE SUITE 100 | PORTSMOUTH | NH | 03801 | ARCHITECUTUAL SVCS | 1554204 |
| CREATING RESULTS LLC | |||||
| 14000 CROWN COURT STE 211 | WOODBRIDGE | VA | 22193 | MARKETING SERVICES | 1037327 |
| SYSCO BOSTON LLC | |||||
| 99 SPRING STREET | PLYMPTON | MA | 02367 | FOOD SERVICE | 475018 |
| WELLESLEY DESIGN CONSULTANTS INC | |||||
| 13 BRANCH STREET SUITE 211 | METHUEN | MA | 01844 | CONSULTANTS | 308080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APARTMENT SERVICE REVENUE | 623990 | 13626196 | 13626196 |
| ENTRANCE FEES | 623000 | 4320084 | 4320084 |
| HEALTH CENTER REVENUE | 623000 | 5405056 | 5405056 |
| HOME HEALTH REVENUE | 621610 | 379226 | 379226 |
| RESIDENT CARE SERVICES | 623000 | 151104 | 151104 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 300911 | TotalRevenueColumn |
| Related Or Exempt Function Income | 300911 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24182577 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 634235 | TotalRevenueColumn |
| Unrelated Business Revenue | 130 | UnrelatedBusinessRevenue |
| Exclusion | $634,105 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8925 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8925 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8925 | TotalRevenueColumn |
| Exclusion | $8,925 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12212744 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12349890 | Securities |
| Other | 149761 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -137146 | Securities |
| Other | -149761 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -286907 | TotalRevenueColumn |
| Exclusion | -$286,907 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24538830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24182577 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 130 | UnrelatedBusinessRevenue |
| Exclusion | $356,123 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429668 | Total |
| Program Services | 429668 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11146051 | Total |
| Program Services | 10031445 | ProgramServices |
| Management And General | 1114606 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1653888 | Total |
| Program Services | 1488499 | ProgramServices |
| Management And General | 165389 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1096283 | Total |
| Program Services | 986655 | ProgramServices |
| Management And General | 109628 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487616 | Total |
| Management And General | 1487616 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566001 | Total |
| Management And General | 566001 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111761 | Total |
| Management And General | 111761 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73520 | Total |
| Management And General | 73520 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 947563 | Total |
| Program Services | 900185 | ProgramServices |
| Management And General | 47378 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3269054 | Total |
| Program Services | 3105601 | ProgramServices |
| Management And General | 163453 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70693 | Total |
| Program Services | 67158 | ProgramServices |
| Management And General | 3535 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3409813 | Total |
| Program Services | 3409813 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3173560 | Total |
| Program Services | 3173560 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285689 | Total |
| Program Services | 285689 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27721160 | Total |
| Program Services | 23878273 | ProgramServices |
| Management And General | 3842887 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10563154 | BOY |
| EOY | 8959671 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4298920 | BOY |
| EOY | 2849575 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117517 | BOY |
| EOY | 303858 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206224 | BOY |
| EOY | 584013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 103761727 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40305673 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37439209 | BOY |
| EOY | 63456054 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30791147 | BOY |
| EOY | 33378900 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26420982 | BOY |
| EOY | 20740827 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1392974 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111230127 | BOY |
| EOY | 130272898 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6405176 | BOY |
| EOY | 6658800 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8230687 | BOY |
| EOY | 10327193 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 17071466 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61504486 | BOY |
| EOY | 61666681 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76140349 | BOY |
| EOY | 95724140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35089778 | BOY |
| EOY | 34548758 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35089778 | BOY |
| EOY | 34548758 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111230127 | BOY |
| EOY | 130272898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3182330 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2547412 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 93898 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 5000 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23354050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22626563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21645386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23055585 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24182577 | CurrentTaxYear |
| Total | 114864161 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23359050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22626563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21645386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23055585 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24182577 | CurrentTaxYear |
| Total | 114869161 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4385380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1999561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3992003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4606923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3529413 | CurrentTaxYear |
| Total | 18513280 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4385380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1999561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3992003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4606923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3529413 | CurrentTaxYear |
| Total | 18513280 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 96355881 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1233428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 870714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 855492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 904277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643160 | CurrentTaxYear |
| Total | 4507071 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1233428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 870714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 855492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 904277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643160 | CurrentTaxYear |
| Total | 4507071 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24592478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23497277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22500878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23959862 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24825737 | CurrentTaxYear |
| Total | 119376232 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.80716 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.76779 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03775 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06381 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5389586 | OtherCostOrOtherBasis |
| Book Value | 5389586 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43987449 | OtherCostOrOtherBasis |
| Depreciation | 23307016 | Depreciation |
| Book Value | 20680433 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20133838 | OtherCostOrOtherBasis |
| Depreciation | 16575436 | Depreciation |
| Book Value | 3558402 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34250854 | OtherCostOrOtherBasis |
| Depreciation | 423221 | Depreciation |
| Book Value | 33827633 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63456054 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE STRATEGIES | Description |
| Book Value | 20740827 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20740827 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDS PAYABLE | $4,114,947 |
| WAIT LIST DEPOSITS | $159,509 |
| ADVANCE ENTRANCE FEES | $2,664,780 |
| REFUNDABLE GARAGE FEES | $725,400 |
| REFUNDABLE ENTRANCE FEES | $51,595,303 |
| ACCRUED LEASE OBLIGATION NET | $2,406,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 61666681 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Supplemental Information | Identifier |
| Return Reference | PART X, LINE 2-FIN 48 FOOTNOTE | ReturnReference |
| Explanation | The Audited Financial Statements did not include a FIN 48 (ASC 740) footnote. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Central America and the Caribbean | Investments | 10000352 |
| Central America and the Caribbean | Investments | 408041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 10408393 | SubtotalAmountSpent |
| Total Amount Spent | 10408393 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | Schedule F, Part I | ReturnReference |
| Explanation | THE FIRST LINE REPRESENTS THE ENDING VALUE OF INVESTMENTS IN THE REGION. THE SECOND LINE REPRESENTS THE INVESTMENT EXPENDITURES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|
| KEVIN BURKE | ||||
| PRESIDENT & CEO | 251430 | 21212 | 272642 | 0 |
| JEAN PAUL GOSSELIN | ||||
| CFO | 146421 | 17281 | 163702 | 0 |
| DAVID MAW | ||||
| EXECUTIVE DIRECTOR - NEEDHAM | 145388 | 17360 | 162748 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESSES USED TO ESTABLISH CEO COMPENSATION | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 3 | ReturnReference |
| Explanation | THE CEO'S COMPMENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, NORTH HILL COMMUNITIES, INC. THROUGH THE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Supplemental Information | Identifier |
| Explanation | Part VI, Question 3 DELEGATION OF CONTROL OVER MANAGEMENT DUTIES North Hill Communities (NHC) supplies senior management to oversee North Hill Needham. Charges are for the salaries, benefits and expenses of those individuals. Part VI, Question 6 MEMBERS OF THE ORGANIZATION North Hill Communities, Inc. is the sole member of North Hill Needham, Inc. Part VI, Question 7a ELECTION OF TRUSTEES BY THE MEMBER The Board of Trustees shall consist of not less than three nor more than 15 Voting Trustees as shall be determined from time to time by resolution of the Member. Part VI, Question 11B PROCESS USED TO REVIEW FORM 990 A professional accounting firm prepares a draft of the Form 990. It is reviewed by management, changes are made and a copy is provided to the Board prior to filing. Part VI, Question 12c CONFLICT OF INTEREST POLICY MONITORING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY PROVIDES THAT, ANNUALLY, EACH TRUSTEE SHALL COMPLETE AND SUBMIT TO THE CHAIRMAN OF THE BOARD OF TRUSTEES OR HIS/HER DESIGNEE A "STATEMENT OF OUTSIDE INTEREST AND ACTIVITIES FORM" OUTLINING ANY POSSIBLE CONFLICTS OF INTEREST OR A STATEMENT INDICATING THAT NO SUCH CONFLICTS OF INTEREST EXIST. ANY NEWLY-APPOINTED TRUSTEE SHALL BE ADVISED OF THIS POLICY BY THE CHAIRMAN OF THE BOARD OF TRUSTEES IMMEDIATELY UPON APPOINTMENT AND SUCH NEWLY-APPOINTED TRUSTEE SHALL BE ASKED TO COMPLETE AND SUBMIT THE "STATEMENT OF OUTSIDE INTEREST AND ACTIVITIES FORM". EMPLOYEES AND AGENTS ARE REQUIRED TO REPORT ANY POTENTIAL OR ACTUAL CONFLICTS CONCERNING THEMSELVES OR FAMILY MEMBERS TO MANAGEMENT. MEMBERS OF SENIOR MANAGEMENT ARE ALSO REQUIRED TO REPORT ANY POTENTIAL OR ACTUAL CONFLICTS CONCERNING THEMSELVES OR FAMILY MEMBERS. ENFORCEMENT FAILURE TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT OF INTEREST OR TO TAKE WHATEVER ACTION IS DEEMED APPROPRIATE BY THE CHAIRMAN OF THE BOARD MAY RESULT IN REMOVAL FROM OFFICE UNLESS THE CONFLICT OR POTENTIAL CONFLICT CAN BE RESOLVED. SENIOR MANAGEMENT IS SUBJECT TO THE CODE OF CONDUCT WHICH IS ENFORCED BY THE CORPORATE COMPLIANCE COMMITTEE. WHO IS COVERED? THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS EACH MEMBER OF THE ORGANIZATION'S BOARD OF TRUSTEES. SENIOR MANAGEMENT, EMPLOYEES AND AGENTS ARE SUBJECT TO NEEDHAM'S CODE OF CONDUCT. DEPARTMENT LEADERS ALSO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. LEVEL OF DETERMINATION AND REVIEW OF CONFLICTS THE CHAIRMAN REVIEWS ALL COMPLETED "STATEMENT OF OUTSIDE INTEREST AND ACTIVITIES FORMS" REGARDING CONFLICTS OF INTEREST. AS SOON AS ANY SITUATION AS TO WHICH A TRUSTEE MAY BE IN DOUBT COMES TO HIS/HER ATTENTION, FULL DISCLOSURE MUST BE MADE TO THE CHAIRMAN OF THE BOARD SO AS TO PERMIT AN IMPARTIAL AND OBJECTIVE DETERMINATION OF WHETHER A REAL OR POTENTIAL CONFLICT OF INTEREST EXISTS. MANAGEMENT AND OR THE CORPORATE COMPLIANCE COMMITTEE REVIEWS CONFLICTS REPORTED BY EMPLOYEES OR AGENTS. EMPLOYEES ARE NOT ALLOWED TO PARTICIPATE IN MANY ARRANGEMENTS SUCH AS JOINT VENTURES WITH AN ACTUAL OR POTENTIAL REFERAL SOURCE AND CANNOT BE AN OFFICER, DIRECTOR, MANAGER OR CONSULTANT OF A POTENTIAL COMPETITOR OR SUPPLIER. THESE ARRANGEMENTS ARE EXPRESSLY PROHIBITED PURSUANT TO THE CODE OF CONDUCT. RESTRICTIONS PLACED ON CONFLICTED PERSONS IF A CONFLICT OR POTENTIAL CONFLICT IS DEEMED BY THE CHAIRMAN OF THE BOARD TO EXIST, THEN THE TRUSTEE MAY BE REQUIRED, AMONG OTHER THINGS, TO REFRAIN FROM PARTICIPATING IN DISCUSSION AND DECISION-MAKING IN REGARD TO THIS MATTER ON BEHALF OF THE ORGANIZATION AND TO REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING SUCH ACTION. TRUSTEES WOULD NOT BE ALLOWED TO VOTE IN ANY ISSUES WITH WHICH THEY HAVE A CONFLICT. PART VI, QUESTIONS 15A AND 15B PROCESS FOR DETERMINING COMPENSATION NORTH HILL COMMUNITIES, INC., THE SOLE MEMBER OF NORTH HILL NEEDHAM, INC., HANDLES THE RESPONSIBILITY OF DETERMINING COMPENSATION FOR NEEDHAM'S CEO, OTHER OFFICERS, AND KEY EMPLOYEES OR MANAGEMENT OFFICIALS. PART VI, Question 19 AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES & FINANCIALS TO THE PUBLIC Our governing documents, conflict of interest policy, and financial statements are available to the general public upon request. PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EQUITY METHOD INTEREST IN ALT INVESTMENTS $ 93,898 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| North Hill Comunities Inc | ||||||||||
| 865 Central Ave | Needham | MA | 02492 | 264416455 | Mgmt Services | MA | 501(C)(3) | 11, Type 2 | NA | true |
| NORTH HILL HOME HEALTH CARE INC | ||||||||||
| 865 CENTRAL AVE | NEEDHAM | MA | 02492 | 454336870 | HOME HEALTH | MA | 501(C)(3) | 9 | NH COMM | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |