2014-11-17T13:29:50-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2013-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE TREASURER 7817621270 2014-11-07 1 ROBERT DILLAN P01688008 6179848100 2014-11-06 2013 2015-11-30 17:44:51Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 5679539 0 X WWW.HALEBARNARD.ORG X 1965 MA HALE-BARNARD SERVICES FOR OLDER PEOPLE PROVIDES RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. OUR RESIDENTIAL PROGRAM OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 17 17 49 150 0 0 264400 102598 1917520 2007463 476429 733841 29431 3490 2687780 2847392 0 0 0 0 1041195 1078770 0 7070 7114 1222387 1203831 2263582 2289671 424198 557721 8839905 10080169 442444 481074 8397461 9599095 X HALE-BARNARD SERVICES FOR OLDER PEOPLE PROVIDES RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. OUR RESIDENTIAL PROGRAM OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 1711873 1952639 HALE HOUSE REST HOME - LEVEL 4 REST HOME FACILITY 123873 58314 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 1835746 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 49 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MS JULIANA M COYLE TREASURER 6175363726 273 CLARENDON STREET BOSTON MA 02116 BARBARA E BOWEN DIRECTOR 1.00 X 0 0 0 JULIANA M COYLE TREASURER 1.00 X X 0 0 0 FAY DABNEY DIRECTOR 1.00 X 0 0 0 HOWARD FUGUET CLERK 1.00 X X 0 0 0 REV STEPHEN KENDRICK PRESIDENT/CHAIRPERSON 1.00 X X 0 0 0 ROCHELLE LITE DIRECTOR 1.00 X 0 0 0 REBEKAH K RICHARDSON DIRECTOR 1.00 X 0 0 0 ELEANOR WILLIAMS DIRECTOR 1.00 X 0 0 0 MARGARET MCISAAC DIRECTOR 1.00 X 0 0 0 JANE BRESCHARD WILSON VICE PRESIDENT 1.00 X X 0 0 0 MARY LOU MCLEAN DIRECTOR 1.00 X 0 0 0 MARGARET MOODY DIRECTOR 1.00 X 0 0 0 WILLIAM SPRING DIRECTOR 1.00 X 0 0 0 DALIA AL-OTHMAN DIRECTOR 1.00 X 0 0 0 MEREDITH L HARRON DIRECTOR 1.00 X 0 0 0 JOSHUA HEAPES DIRECTOR 1.00 X 0 0 0 CLAUDIA R DIBLASI DIRECTOR 1.00 X 0 0 0 TRACEY CRAVEDI EXECUTIVE DIRECTOR 40.00 X 88189 0 4380 88189 0 4380 0 0 0 0 UNIDINE CORPORATION 1000 WASHINGTON STREET BOSTON MA 02118 DINING SERVICES 503256 ROGERSON COMMUNITIES INC 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT FEES 116533 2 102598 102598 RESIDENT RELATED REVENUE 623000 1949149 1949149 BARNARD SERVICE REVENUE 623000 58314 58314 2007463 129972 129972 3436016 2832147 603869 603869 603869 OTHER INCOME 623000 3490 3490 3490 2847392 2010953 0 733841 88189 88189 810873 685225 125604 44 27106 20660 6446 60027 45752 14275 92575 70560 22015 116533 116533 18504 18504 7070 7070 45271 45271 40714 40714 6910 6910 34364 34364 9974 9974 138330 138330 620 620 110023 110023 42972 42972 FOOD 503332 503332 HOUSEKEEPING PURCHASED 80292 80292 SUPPLIES 53142 53142 MISCELLANEOUS EXPENSE 2850 2850 2289671 1835746 446811 7114 147154 159072 650134 7496 103739 70276 87618 93443 3709436 2679265 986021 1030171 6546529 8443933 250 250 318460 275528 8839905 10080169 197852 227345 244592 253729 442444 481074 X 8186102 9375250 88554 101040 122805 122805 8397461 9599095 8839905 10080169 557721 643913 0 X X 0 1 X 1 0 X 67347 134323 97670 264400 102598 666338 1867329 1825766 1911236 1917520 2007463 9529314 1934676 1960089 2008906 2181920 2110061 10195652 29000 96600 70150 228100 53100 476950 0 29000 96600 70150 228100 53100 476950 9718702 149228 132649 136967 153054 129972 701870 149228 132649 136967 153054 129972 701870 3538 2487 4446 29432 3490 43393 2087442 2095225 2150319 2364406 2243523 10940915 0.88830 0.88520 0.06420 0.07060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 211359 29441 16955 223845 200892 16125 5658 211359 198674 6200 5567 9549 200892 180984 25000 17781 25091 198674 164999 18985 3000 180984 0.00000 0.54860 0.45140 0 0 100000 100000 3170206 2329893 840313 439230 349372 89858 1030171 RESIDENT DEPOSITS 253729 253729 X 3446034 643913 -45271 598642 2847392 0 2847392 2244400 0 2244400 45271 45271 2289671 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. SHOULD THE STATUS OF THE ORGANIZATION BE CHALLENGED IN THE FUTURE, ITS 2010 THROUGH 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE -45,271. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE 45,271. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS AMD FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE AUDITOR, THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FIRST CHURCH IN BOSTON 66 MARLBOROUGH STREET BOSTON MA 02116 237230037 TO PROVIDE OFF-STREET PARKING MA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0