2014-05-12T09:46:48-05:00 2013-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-01-01 042323137 COLONY RETIREMENT HOMES INC COLO 5088525285 485 GROVE STREET WORCESTER MA 01605 ARLENE LIAN BOARD PRESIDENT 5087558350 2014-05-06 1 CARLA MCCALL CPA P00535908 5083669100 2014-05-02 2013 2015-11-30 17:44:51Z ARLENE LIAN 485 GROVE STREET WORCESTER MA 01605 1297447 0 X COLONYRETIREMENTHOMES.COM X 1963 MA DEDICATED TO PROVIDING AFFORDABLE HOUSING FOR SENIORS OF LOW AND MODERATE INCOME. 12 12 46 0 0 0 0 0 1280983 1282275 4320 4895 8049 10277 1293352 1297447 0 0 0 0 399626 412902 0 0 0 743108 717457 1142734 1130359 150618 167088 2325756 2373347 482044 358148 1843712 2015199 COLONY RETIREMENT HOMES, INC. IS DEDICATED TO PROVIDING AFFORDABLE HOUSING FOR SENIORS OF LOW AND MODERATE INCOME 0 0 759105 1292552 DEVELOP AND PROVIDE SUBSIDIZED HOUSING FOR LOW AND MODERATE INCOME ELDERLY. 759105 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 18 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CYNTHIA WAGE CONTROLLER 5087558350 101 CHADWICK STREET WORCESTER MA 01605 ARLENE LIAN PRESIDENT 1.00 X X 0 0 0 KENNETH SLEEPER VICE PRESIDENT 1.00 X X 0 0 0 MARGARET GIFFORD CLERK 1.00 X X 0 0 0 JOHN AMBRA MEMBER 1.00 X 0 0 0 ANNE PUFFER MEMBER 1.00 X 0 0 0 JAMES LAURING MEMBER 1.00 X 0 0 0 MELANIE FLEMING TREASURER 1.00 X X 0 0 0 THOMAS FLEMING MEMBER 1.00 X 0 0 0 PETER WELLS MEMBER 1.00 X 0 0 0 RICHARD BARRY MEMBER 1.00 X 0 0 0 JANE WANGARE MEMBER 1.00 X 0 0 0 JARED OTTE MEMBER 1.00 X 0 0 0 KEVIN O'BRIEN MEMBER 1.00 X 0 0 0 MARIANNE DELOREY EXECUTIVE DIRECTOR 40.00 X 103330 0 10018 CYNTHIA M WAGE CONTROLLER 40.00 X 78708 0 12935 182038 0 22953 1 0 0 0 NATIONAL GRID PO BOX 11737 NEWARK NJ 071014737 UTILITIES 175800 1 RENT REVENUE 623000 1209900 1209900 INTEREST SUBSIDY 900099 72375 72375 1282275 4895 4895 MISCELLANEOUS REVENUE 900099 10277 10277 10277 1297447 1292552 0 4895 114086 114086 201310 84028 117282 66256 21357 44899 31250 8750 22500 14981 14981 8657 8657 20544 20544 206559 206559 22150 22150 203362 203362 28075 28075 REAL ESTATE AND OTHER T 88792 88792 CONTRACTED SERVICES 41985 41985 MISCELLANEOUS EXPENSE 31053 2748 28305 MAINTENANCE SUPPLIES 29093 29093 22206 22206 1130359 759105 371254 0 190355 138207 1083796 1260792 2156 16854 11742 29191 4944029 4060883 997472 883146 40235 45157 2325756 2373347 48699 51441 433345 306707 482044 358148 X 1843712 2015199 1843712 2015199 2325756 2373347 167088 4399 0 X X 0 1 X 1 1 1 X 1218980 1234699 1270731 1280983 1282275 6287668 1218980 1234699 1270731 1280983 1282275 6287668 0 0 0 6287668 6952 12289 6010 4320 4895 34466 6952 12289 6010 4320 4895 34466 7297 7769 5686 8049 10277 39078 1233229 1254757 1282427 1293352 1297447 6361212 0.98840 0.98780 0.00540 0.00700 X 104959 104959 3462920 2929418 533502 361524 296167 65357 1014626 835298 179328 883146 X 1300765 4399 4399 1296366 1081 1081 1297447 1127750 0 1127750 2609 2609 1130359 PART X, LINE 2: UNCERTAINTY IN INCOME TAXES FOOTNOTE: THE PROJECT FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE PROJECT TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2013, THE PROJECT DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE PROJECT FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST REVENUE ON ADMINISTRATION FUND ACCOUNTS PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER EXPENDITURES RELATING TO ADMINISTRATION FUND ACCOUNT 990 PART XI LINE 4B AMOUNT RELATES TO INTEREST INCOME RELATING TO THE ADMINISTRATION FUND ACCOUNTS. 990 PART XII LINE 4B MISCELLANEOUS EXPENDITURES FUNDED BY THE ADMINISTRATION FUND ACCOUNTS FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER OF THE BOARD ALONG WITH THE CONTROLLER OF COLONY RETIREMENT HOMES REVIEW THE TAX RETURNS. THE TREASURER THEN REPORTS THE RESULTS OF THE REVIEW TO THE FULL BOARD OF DIRECTORS. ONCE THE BOARD OF DIRECTORS HAVE BEEN INFORMED, THE TREASURER OF THE BOARD THEN APPROVES THE TAX RETURNS FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C COLONY RETIREMENT HOMES, INC. MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY ANNUALLY BY REQUIRING OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS REVIEWED AND APPROVED BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 COLONY RETIREMENT HOMES, INC. MAKES THEIR GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH FILING THE FORM 990 WITH THE IRS, AS WELL AS ON GUIDESTAR.ORG AND ALSO UPON REQUEST(S). FORM 990, PART XII, LINE 2C: PART XII, LINE 2C. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COLONY RETIREMENT HOMES III INC 101 CHADWICK STREET WORCESTER MA 01605 042650115 PROVIDE HOUSING TO LOW-INCOME ELDERLY MA 501(C)3 509(A)2 COLONY RETIREMENT HOMES INC 0 COLONY RETIREMENT HOMES IV INC 123 HOLDEN STREET WORCESTER MA 01606 042668678 PROVIDE HOUSING TO LOW-INCOME ELDERLY MA 501(C)3 509(A)2 COLONY RETIREMENT HOMES INC 0 COLONY RETIREMENT HOMES OF HOLDEN INC 68 RESERVOIR STREET HOLDEN MA 01520 042650113 PROVIDE HOUSING TO LOW-INCOME ELDERLY MA 501(C)3 509(A)2 COLONY RETIREMENT HOMES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 COLONY RETIREMENT HOMES III INC Q 590018 FMV COLONY RETIREMENT HOMES IV INC Q 278197 FMV COLONY RETIREMENT HOMES OF HOLDEN INC Q 269753 FMV