ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE III INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE III INC (EIN 20-0848276)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-25
- IRS object ID
- 201420849349300217
- Schema version
- 2012v2.1
- 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 | 2014-03-25T11:25:40-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111986323 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET FLOOR 38 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200848276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST FRANCIS OF ASSISI RESIDENCES AT | BusinessNameLine1 |
| Business Name Line2 | BRAINTREE III INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STFR | NameControl |
| Phone | 7818488383 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 INDEPENDENCE AVENUE | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN BARKER | Name |
| Title | PRESIDENT | Title |
| Phone | 7818488383 | Phone |
| Date Signed | 2014-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J TAYLOR | Name |
| PTIN | P00789336 | PTIN |
| Phone | 6177429666 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCE MANOR # 3 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN BARKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 INDEPENDENCE AVENUE | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 176661 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUBSIDIZED HOUSING TO LOW AND MODERATE INCOME ELDERLY AND DISABLED. THE ORGANIZATION PROVIDES A SAFE, SANITARY, AFFORDABLE HOUSING COMPLEX WITH SUPPORTIVE SERVICES AND MEAL PLAN TO ASSIST ELDERS. THE PROGRAM ALSO OFFERS RECREATIONAL AND NUTRITIONAL ACTIVITIES TO BENEFIT THE ELDERLY AND DISABLED RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 172275 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 176637 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 172285 | TotalRevenuePriorYear |
| Total Revenue Current Year | 176661 | 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 | 50472 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 66329 | 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 | 243506 | OtherExpensePriorYear |
| Other Expenses Current Year | 245087 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 293978 | TotalExpensesPriorYear |
| Total Expenses Current Year | 311416 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -121693 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -134755 | RevenuesLessExpensesCY |
| Total Assets BOY | 3522606 | TotalAssetsBOY |
| Total Assets EOY | 3406029 | TotalAssetsEOY |
| Total Liabilities BOY | 3864685 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3849970 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -342079 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -443941 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SUBSIDIZED HOUSING TO LOW AND MODERATE INCOME ELDERLY AND DISABLED. THE ORGANIZATION PROVIDES A SAFE, SANITARY, AFFORDABLE HOUSING COMPLEX WITH SUPPORTIVE SERVICES AND MEAL PLAN TO ASSIST ELDERS. THE PROGRAM ALSO OFFERS RECREATIONAL AND NUTRITIONAL ACTIVITIES TO BENEFIT THE ELDERLY AND DISABLED RESIDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 249931 | Expense |
| Revenue | 176661 | Revenue |
| Description | THE ORGANIZATION OWNS A SIXTEEN UNIT APARTMENT COMPLEX. THE CHARITABLE PURPOSE IS TO PROVIDE LOW AND MODERATE RENTAL HOUSING TO THE ELDERLY AND DISABLED.DURING THE FISCAL YEAR ENDED JUNE 30,2012,SIXTEEN INDIVIDUALS BENEFITTED FROM THE ORGANIZATION'S PROGRAMS | Description |
| Total Program Service Expense | 249931 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN BARKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7818488383 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 INDEPENDENCE AVENUE | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KATHLEEN BARKER | ||||||
| PRESIDENT | 1.00 | X | X | 9780 | 52149 | 0 |
| ELIZABETH M CONNORS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JULIEANNE CLOUGHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN T CASSIDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL AGNEW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN WALDRON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| LINDA MULDOON | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| NANCY NICOSIA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEANNE HESSION | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DARRIN MCAULIFFE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9780 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 52149 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GROSS RENTS | 531110 | 144000 | 144000 |
| RESIDENT SERVICE INCOM | 812900 | 31403 | 31403 |
| LAUNDRY INCOME | 812300 | 1234 | 1234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 176637 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24 | TotalRevenueColumn |
| Exclusion | $24 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176661 | TotalRevenueColumn |
| Related Or Exempt Function Income | 176637 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $24 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7488 | Total |
| Management And General | 7488 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51518 | Total |
| Program Services | 34555 | ProgramServices |
| Management And General | 16963 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2316 | Total |
| Program Services | 2316 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5007 | Total |
| Program Services | 5007 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303 | Total |
| Program Services | 303 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12400 | Total |
| Management And General | 12400 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1774 | Total |
| Management And General | 1774 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52839 | Total |
| Program Services | 52839 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122981 | Total |
| Program Services | 122981 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8260 | Total |
| Program Services | 8260 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| SUPPORT SERVICES | 22860 | 22860 | |
| EXCISE TAX | 16905 | 16905 | |
| AMORTIZATION | 5448 | 5448 | |
| TELEPHONE | 1266 | 1266 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51 | Total |
| Program Services | 51 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311416 | Total |
| Program Services | 249931 | ProgramServices |
| Management And General | 61485 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58012 | BOY |
| EOY | 45611 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314 | BOY |
| EOY | 2333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3400043 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 366653 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155221 | BOY |
| EOY | 3033390 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307059 | BOY |
| EOY | 324695 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3522606 | BOY |
| EOY | 3406029 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43252 | BOY |
| EOY | 7919 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5891 | BOY |
| EOY | 6002 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3791100 | BOY |
| EOY | 3791100 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24442 | BOY |
| EOY | 44949 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3864685 | BOY |
| EOY | 3849970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -342079 | BOY |
| EOY | -443941 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -342079 | BOY |
| EOY | -443941 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3522606 | BOY |
| EOY | 3406029 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -134755 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | 32893 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 127736 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145226 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145234 | CurrentTaxYear |
| Total | 418196 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 127736 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145226 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145234 | CurrentTaxYear |
| Total | 418196 | 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) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 418196 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24 | CurrentTaxYear |
| Total | 110 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24 | CurrentTaxYear |
| Total | 110 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145258 | CurrentTaxYear |
| Total | 418306 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00040 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30000 | OtherCostOrOtherBasis |
| Book Value | 30000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3312869 | OtherCostOrOtherBasis |
| Depreciation | 344356 | Depreciation |
| Book Value | 2968513 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57174 | OtherCostOrOtherBasis |
| Depreciation | 22297 | Depreciation |
| Book Value | 34877 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3033390 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESCROW DEPOSITS | 117161 |
| TENANT DEPOSITS | 6002 |
| MORTGAGE ISSUANCE COSTS | 201429 |
| OTHER RECEIVABLE - HUD | 13 |
| OTHER RECEIVABLE - TENANT | 90 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 324695 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTIES | Description |
| Amount | $44,949 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 44949 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 176661 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 176661 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 176661 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 311416 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 311416 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 311416 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION RECEIVED ITS ACKNOWLEDGMENT OF TAX EXEMPT STATUS ON JANUARY 11, 2005. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. IF IT IS PROBABLE THAT AN UNCERTAIN TAX POSITION WILL RESULT IN A MATERIAL LIABILITY AND THE AMOUNT OF THE LIABILITY CAN BE ESTIMATED, THEN THE ESTIMATED LIABILITY IS ACCRUED. IF THE COMPANY WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES ON ANY INCOME TAX WOULD BE REPORTED AS INCOME TAXES. THE OPEN TAX YEARS ARE YEARS ENDED JUNE 30, 2010 THROUGH 2012 FOR FEDERAL, STATE AND LOCAL JURISDICTIONS. GENERALLY, THE COMPANY'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND THE INFORMATION RETURNS FILED WITH MASSACHUSETTS, FOR THE YEARS ENDED PRIOR TO JUNE 30, 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE U.S. OR STATE TAX AUTHORITIES. THE STATUTE OF LIMITATIONS REMAINS OPEN IN THESE JURISDICTIONS STARTING WITH THE YEAR ENDED JUNE 30, 2010. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BOOK TO TAX DIFFERENCE DEPRECIATION ADJUSTMENT |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHLEEN BARKER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAUGHTER OF A MEMBER OF THE BOARD OF DIRECTORS | Relationship |
| Amount Of Transaction | 9606 | AmountOfTransaction |
| Description Of Transaction | WAGES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KATHLEEN BARKER, THE PRESIDENT OF THE ORGANIZATION, IS THE DAUGHTER OF ELIZABETH CONNORS (A NON-VOTING BOARD OF DIRECTORS OF THE ORGANIZATION). |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF ALL INFORMATION RETURNS ARE SUBMITTED TO THE GOVERNING BODY OF THE ORGANIZATION FOR APPROVAL BEFORE BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CONFLICT OF INTEREST SITUATIONS ARE DISCUSSED AMONG THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE COMPANY FILES ITS FEDERAL FORM 990 OR 990EZ ANNUALLY TO THE IRS AND THE FORMS ARE AVAILABLE TO INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF ORGANIZATION AND BY-LAWS ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. THE FEDERAL FORM 990 IS FILED ANNUALLY WITH THE INTERNAL REVENUE SERVICE, AND A COPY INCLUDED ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS WITH THE PUBLIC CHARITIES FORMS WHEN FILED WITH THE STATE OF MASSACHUSETTS. BOTH RETURNS ARE AVAILABLE TO THE PUBLIC ONLINE OR BY MAKING A WRITTEN REQUEST TO THE APPROPRIATE AUTHORITY. |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE INC | ||||||||||
| 41 INDEPENDENCE AVENUE | BRAINTREE | MA | 02184 | 042589677 | MANAGEMENT OF ADJACENT APARTMENT PROJECT SIMILIAR TO THIS ENTITY | MA | 501(C)(3) | 170(B)(1)(A)(VI) | N/A | 0 |
| ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE IIINC | ||||||||||
| 53 INDEPENDENCE AVENUE | BRAINTREE | MA | 02184 | 042646737 | MANAGEMENT OF ADJACENT APARTMENT PROJECT SIMILIAR TO THIS ENTITY | MA | 501(C)(3) | 170(B)(1)(A)(VI) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType |
|---|
| ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE INC |
| D |
| ST FRANCIS OF ASSISI RESIDENCES AT BRAINTREE IIINC |
| D |