2013-02-14T12:44:34-06:00 2012-03-31 ERNST & YOUNG US LLP 75 BEATTIE PLACE STE 800 GREENVILLE SC 29601 990 2011-04-01 042716090 NORTH HILL NEEDHAM INC % PAT PAULIN NORT 7814449910 865 Central Ave Needham MA 02492 KEVIN BURKE 2013-02-14 8642425740 2011 2016-03-07 17:11:31Z Kevin L Burke 865 CENTRAL AVENUE Needham MA 02492 43976167 false X www.northhill.org X 1979 MA 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. 15 15 330 25 0 0 0 0 21645386 23055585 925905 2834453 12192 4437 22583483 25894475 0 0 0 0 13623243 14135036 0 0 0 10139314 12699457 23762557 26834493 -1179074 -940018 108746622 111230127 69696604 76140349 39050018 35089778 X 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. false false 23639781 23055585 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 308 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. 23639781 true false false false false false false false false false true true false false true false false true false false true false false false false false false false false true false false false false false false false false false false false false false true false false false false true 101 0 true 330 true false true CJ false false false false false false false false X 15 15 false false false false true true false true true false false true true true true true true false false false MA X PAT PAULIN 7814449910 865 CENTRAL AVENUE Needham MA 02492 X William Meagher 1.0 X X 1700 0 0 John Tucker 1.0 X X 1700 0 0 Jennifer Pline 1.0 X X 1500 0 0 Theodore Parker 1.0 X 1500 0 0 Paul Theodore Owens 1.0 X 1400 0 0 Kathryn Nicholson 1.0 X 1500 0 0 John Schroeder 1.0 X 1400 0 0 John Childs 1.0 X 1500 0 0 Gail Walcott 1.0 X 1500 0 0 Elizabeth Powell 1.0 X 1400 0 0 Stephen Kott 1.0 X 1400 0 0 David Perini 1.0 X 1500 0 0 Carl Novotny 1.0 X 1400 0 0 Barbara Madden 1.0 X 1500 0 0 Jesse Putney 1.0 X 0 0 0 KEVIN BURKE 40.0 X 0 257964 12903 JEAN PAUL GOSSELIN 40.0 X 0 137590 8971 DAVID MAW 40.0 X 0 146276 9051 HARRY GOODALE 40.0 X 115781 0 4887 LEE PLEDGER 40.0 X 105455 0 4960 LINDA HUNTER 40.0 X 112185 0 5377 KARL SCHUSTER 40.0 X 118972 0 4272 473293 541830 50421 4 false true false SYSCO BOSTON LLC 99 SPRING STREET PLYMPTON MA 02367 FOOD SERVICES 498835 JSA INC 273 CORPORATE DRIVE STE 100 PORTSMOUTH NH 03801 ARCHITECTURAL SVCS. 1730221 HARVARD PILGRIM HEALTHCARE PO BOX 970050 BOSTON MA 022970050 PREVENT/DISEASE MGT 1639689 CREATING RESULTS LLC 14000 CROWN COURT STE 211 WOODBRIDGE VA 22193 MARKETING SERVICES 1078269 STONE TRUST PARTNERS 86 WASHBURN RD CANTON CT 06019 CONSULTING SERVICES 549917 19 0 Apartment Service Revenue 623990 13123284 13123284 Entrance Fees 623000 3846960 3846960 Skilled Nursing Facility Revenue 623000 5195624 5195624 Home Health Revenue 621610 416103 416103 RESIDENT CARE SERVICES 623000 127591 127591 346023 346023 23055585 899840 899840 0 0 4437 4437 4437 4437 20016305 18031249 50443 1985056 -50443 1934613 1934613 0 0 0 0 25894475 23055585 2838890 0 0 0 0 548130 548130 0 10854380 9768942 1085438 0 1777358 1599622 177736 955168 859651 95517 1266571 1266571 137152 137152 111300 111300 0 0 88518 88518 0 1504983 1429734 75249 3094209 2939499 154710 50424 47903 2521 0 3207854 3207854 0 0 0 0 0 2863720 2863720 246401 246401 OTHER EXPENSES 128325 128325 26834493 23639781 3194712 0 0 0 1282156 10563154 0 0 3399612 4298920 0 0 0 0 0 0 110802 117517 197565 206224 75127589 37688380 27206336 37439209 41274573 30791147 34120978 26420982 0 0 0 0 1154600 1392974 108746622 111230127 2239192 6405176 0 0 6354226 8230687 0 0 0 0 0 0 0 0 0 0 61103186 61504486 69696604 76140349 X 39050018 35089778 0 0 0 0 39050018 35089778 108746622 111230127 X -940018 -3020222 X false true true X false X 50585 5000 0 0 0 55585 22418485 23354050 22626563 21645386 23055585 113100069 22469070 23359050 22626563 21645386 23055585 113155654 5370885 4385380 1999561 3992003 4606923 20354752 5370885 4385380 1999561 3992003 4606923 20354752 92800902 3848765 1233428 870714 855492 904277 7712676 3848765 1233428 870714 855492 904277 7712676 26317835 24592478 23497277 22500878 23959862 120868330 0.76779 0.73390 0.06381 0.09170 X 5463367 5463367 38529840 22382255 16147585 17557107 14870615 2686492 13577275 435510 13141765 37439209 Alternative Strategies 26420982 F 26420982 0 Refunds Payable 3151021 Wait List Deposits 52000 Advance Entrance Fees 367251 Refundable Garage Fees 725400 Refundable Entrance Fees 54394537 Deferred Lease Obligation Net 1715606 Due from NH Communities 1098671 61504486 Schedule D, Supplemental Information PART X, LINE 2-FIN 48 FOOTNOTE The Audited Financial Statements did not include a FIN 48 footnote. Central America and the Caribbean 0 0 Investments 9625164 Central America and the Caribbean 0 0 Investments 73879 Central America and the Caribbean 0 0 Investments 90169 0 0 0 0 9789212 9789212 false false false false false false SUPPLEMENTAL INFORMATION Schedule F, Part I THE FIRST LINE REPRESENTS THE ENDING VALUE OF INVESTMENTS IN THE REGION. THE SECOND LINE REPRESENTS THE INVESTMENT EXPENDITURES AND THE THIRD LINE REPRESENTS THE INVESTMENT REVENUE IN THE REGION. true false false false false false false false false KEVIN BURKE 0 257964 0 0 0 0 0 0 0 12903 0 270867 0 0 DAVID MAW 0 146276 0 0 0 0 0 0 0 9051 0 155327 0 0 PROCESSES USED TO ESTABLISH CEO COMPENSATION SCHEDULE J, PART I, LINE 3 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. SEVERANCE PAYMENTS SCHEDULE J, PART I, LINE 4A DURING CALENDAR YEAR 2011, LINDA HUNTER RECEIVED $8,169 AND KARL SCHUSTER RECEIVED $12,446 IN SEVERANCE PAYMENTS. Form 990, Supplemental Information Part VI, Question 3 DELEGATION OF CONTROL OVER MANAGEMENT DUTIES North Hill Communities supplies senior management to oversee North Hill Needham. Charges are for the salaries and benfits 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 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. 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. 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 VII, SECTION A, COLUMN (B) HOURS DEVOTED TO RELATED ORGANIZATION (NORTH HILL COMMUNITIES, INC.) WILLIAM MEAGHER - 2 HR/WK THEODORE PARKER - 1 HR/WK JENNIFER PLINE - 1 HR/WK JOHN TUCKER - 2 HR/WK KEVIN BURKE - 3 HR/WK JEAN PAUL GOSSELIN - 3 HR/WK DAVID MAW - 3 HR/WK PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EQUITY METHOD INTEREST IN ALT INVESTMENTS $(599,996) UNREALIZED LOSS ON INVESTMENTS $(2,420,226) __________ TOTAL OTHER CHANGES TO NET ASSETS $(3,020,222) North Hill Comunities Inc 865 Central Ave Needham MA 02492 264416455 Mgmt Services MA 501 (C)(3) 11, Type 2 NA false NORTH HILL HOME HEALTH CARE INC 865 CENTRAL AVE NEEDHAM MA 02492 454336870 HOME HEALTH MA 501(C)(3) 9 NH COMM false false false false true true false false false false false false false false true true false false false