LOOMIS SENIOR LIVING INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS SENIOR LIVING INC (EIN 04-3314106)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349303353
- 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 | 2013-11-14T11:38:22-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043314106 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOMIS SENIOR LIVING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOOM | NameControl |
| Phone | 4135325325 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RSM MCGLADREY | Name |
| Title | CFO | Title |
| Phone | 4135325325 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE JOHNSON | Name |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REEDS LANDING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID W SCRUGGS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9626934 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOOMISCOMMUNITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 42 BED NURSING FACILITY AND RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 217 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 48915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 75292 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9010167 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8968880 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 111413 | InvestmentIncomePriorYear |
| Investment Income Current Year | 163636 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 411589 | OtherRevenuePriorYear |
| Other Revenue Current Year | 417664 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9582084 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9625472 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5933 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4214542 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4456418 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17032 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5258612 | OtherExpensePriorYear |
| Other Expenses Current Year | 5113968 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9473154 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9576319 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 108930 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 49153 | RevenuesLessExpensesCY |
| Total Assets BOY | 26161629 | TotalAssetsBOY |
| Total Assets EOY | 24887422 | TotalAssetsEOY |
| Total Liabilities BOY | 25422467 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23856889 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 739162 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1030533 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE LOOMIS ORGANIZATION IS TO ENRICH THE LIVES OF SENIORS BY PROVIDING A CONTINUUM OF HIGH QUALITY SERVICES WHICH PROMOTES INDEPENDENCE AND MEETS THE CHANGING NEEDS OF PEOPLE THROUGHOUT THE AGING PROCESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7864090 | Expense |
| Grants | 5933 | Grants |
| Revenue | 9129022 | Revenue |
| Description | LOOMIS SENIOR HOUSING IS A 42-BED NURSING FACILITY AND A RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS. THE RETIREMENT COMMUNITY CONSISTS OF 120 INDEPENDENT LIVING UNITS AND 54 ASSISTED LIVING UNITS. | Description |
| Total Program Service Expense | 7864090 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | 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 | 217 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SCRUGGS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4135325325 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 NORTH MAIN STREET | AddressLine1 |
| City | SOUTH HADLEY | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| DAVID HEALEY | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| KAY SORDILI | |||||||
| CHAIR | 2.00 | 4.00 | X | 0 | 0 | 0 | |
| NANCY EDDY | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| WAYNE GASS | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| NORMAN HALPERN | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| GWENDOLYN JONES BOISSEAU | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| SARA LAWRENCE | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| PHYLLIS CAPERS | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| ANN MCINTOSH | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| VENUS ROBINSON | |||||||
| VICE CHAIR | 2.00 | 4.00 | X | 0 | 0 | 0 | |
| ROBERT POTASH | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| MARY-ANNE STEARNS | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| JOAN STEIGER | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| THOMAS SENECAL | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| RICHARD WHITING JR | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| GALE MCGLUNG | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| GREG SHEEHAN | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| MEGHAN SULLIVAN | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| CAROL C KATZ | |||||||
| PRESIDENT/ CEO | 10.00 | 30.00 | 0 | 485617 | 20541 | X | |
| MARGARET R MANTONI | |||||||
| CFO/TREASURER | 10.00 | 30.00 | 0 | 174975 | 21579 | X | |
| PETER CONNOR | |||||||
| CLERK | 2.00 | 4.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 660592 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42120 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO | |||||
| PO BOX 360170 | PITTSBURG | PA | 15251 | FOOD SERVICES | 797017 |
| SUNDANCE REHABILITATION CORP | |||||
| 6549 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | THERAPIES | 333766 |
| MOUNTAINVIEW LANDSCAPES & LAWNCARE | |||||
| 67 OLD JAMES STREET | CHICOPEE | MA | 01020 | LANDSCAPING SERVICES | 114596 |
| SECURITAS SECURITY SERVICES INC | |||||
| 2 CAMPUS DRIVE | PARSIPPANY | NJ | 07054 | SECURITY SERVICES | 101322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 11310 | FundraisingEvents |
| All Other Contributions | 63982 | AllOtherContributions |
| Noncash Contributions | 5106 | NoncashContributions |
| Total Contributions | 75292 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 4572295 | 4572295 |
| NET PATIENT SERVICE RE | 623000 | 2327349 | 2327349 |
| MEDICARE PAYMENTS | 623000 | 1497222 | 1497222 |
| AMORT. OF ENTRANCE FEE | 623990 | 572014 | 572014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8968880 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71188 | TotalRevenueColumn |
| Exclusion | $71,188 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92448 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92448 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92448 | TotalRevenueColumn |
| Exclusion | $92,448 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1462 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11310 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1462 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEALS | 900099 | 103442 | 51205 | $52,237 |
| SUPPLIES REVENUE | 722210 | 79170 | $79,170 | |
| PRIVATE DUTY HOME CARE | 453220 | 59492 | 59492 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49445 | RelatedOrExemptFunctionIncome |
| Exclusion | $126,115 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 417664 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9625472 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9129022 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $421,158 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5933 | Total |
| Program Services | 5933 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3750267 | Total |
| Program Services | 3433357 | ProgramServices |
| Management And General | 316910 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42597 | Total |
| Program Services | 37115 | ProgramServices |
| Management And General | 5482 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321791 | Total |
| Program Services | 299056 | ProgramServices |
| Management And General | 22735 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341763 | Total |
| Program Services | 316853 | ProgramServices |
| Management And General | 24910 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493786 | Total |
| Program Services | 45369 | ProgramServices |
| Management And General | 431385 | ManagementAndGeneral |
| Fundraising | 17032 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6567 | Total |
| Management And General | 6567 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37922 | Total |
| Management And General | 37922 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564600 | Total |
| Program Services | 564600 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314291 | Total |
| Management And General | 314291 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69372 | Total |
| Management And General | 69372 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12110 | Total |
| Management And General | 12110 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795758 | Total |
| Program Services | 795758 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1919 | Total |
| Management And General | 1919 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255907 | Total |
| Management And General | 255907 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684561 | Total |
| Program Services | 684561 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198041 | Total |
| Program Services | 2354 | ProgramServices |
| Management And General | 195687 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD | 489423 | 489423 |
| THERAPIES | 366411 | 366411 |
| SUPPLIES & EQUIPMENT | 128075 | 128075 |
| DRUGS & MEDICAL SUPPLIE | 93947 | 93947 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601278 | Total |
| Program Services | 601278 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9576319 | Total |
| Program Services | 7864090 | ProgramServices |
| Management And General | 1695197 | ManagementAndGeneral |
| Fundraising | 17032 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3518623 | BOY |
| EOY | 1945376 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834266 | BOY |
| EOY | 1030791 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124564 | BOY |
| EOY | 125507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21166277 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2007263 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19236676 | BOY |
| EOY | 19159014 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1517409 | BOY |
| EOY | 1910029 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 929591 | BOY |
| EOY | 716205 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26161629 | BOY |
| EOY | 24887422 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 836228 | BOY |
| EOY | 688687 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13738261 | BOY |
| EOY | 12895808 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4289201 | BOY |
| EOY | 4185471 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6558777 | BOY |
| EOY | 6086923 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25422467 | BOY |
| EOY | 23856889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 739162 | BOY |
| EOY | 1025943 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4590 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 739162 | BOY |
| EOY | 1030533 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26161629 | BOY |
| EOY | 24887422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 49153 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 69071 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 173147 | 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 Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | 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 Minus2 Years | 142297 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76754 | CurrentTaxYear |
| Total | 267966 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3595649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9353837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9171017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9129022 | CurrentTaxYear |
| Total | 31249525 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3595649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9496134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9219932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9205776 | CurrentTaxYear |
| Total | 31517491 | 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 | 31517491 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 24780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76225 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71188 | CurrentTaxYear |
| Total | 221039 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 24780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76225 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71188 | CurrentTaxYear |
| Total | 221039 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 30939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 234794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250739 | CurrentTaxYearMinus1Year |
| Current Tax Year | 257522 | CurrentTaxYear |
| Total | 773994 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3651368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9779774 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9546896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9534486 | CurrentTaxYear |
| Total | 32512524 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96940 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97100 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00680 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00650 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19871287 | OtherCostOrOtherBasis |
| Depreciation | 1693303 | Depreciation |
| Book Value | 18177984 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1111055 | OtherCostOrOtherBasis |
| Depreciation | 313960 | Depreciation |
| Book Value | 797095 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 183935 | OtherCostOrOtherBasis |
| Book Value | 183935 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19159014 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO LOOMIS HOUSE, INC. | $588,219 |
| DUE TO LOOMIS COMMUNITIES, INC. | $5,392,620 |
| LIABILITY UNDER CHARITABLE GIFT ANNUITY | $27,129 |
| REFUNDABLE DEPOSITS | $78,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6086923 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9850658 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 69071 | NetUnrealizedGainsInvestments |
| Other Revenues | 154653 | OtherRevenues |
| Revenue Not Rptd F990 | 223724 | RevenueNotRptdF990 |
| Revenue Subtotal | 9626934 | RevenueSubtotal |
| Other Revenues Not Included | -1462 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1462 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9625472 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9559287 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1462 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1462 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9557825 | ExpensesSubtotal |
| Other Expenses Not Included | 18494 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 18494 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9576319 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,150. TRANSFERS FROM AFFILIATES 174,297. PHILANTHROPY EXPENSES NETTED WITH REVENUE ON AUDITED FS -18,494. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -1,462. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 1,462. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PHILANTHROPY EXPENSES NETTED WITH REVENUE ON AUDITED FS 18,494. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| RENT SUBSIDY | 1 | 3933 | FMV | SUBSIDY FOR HOUSING | |
| SCHOLARSHIPS | 4 | 2000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RESIDENT SUBSIDY AND SCHOLARSHIPS ARE PROVIDED BASED ON THE RESIDENTS' NEEDS. THE ORGANIZATION MAINTAINS RECORDS ON THESE SUBSIDY GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL C KATZ | ||||||||||||||
| PRESIDENT/ CEO | 0 | 199736 | 0 | 0 | 0 | 285881 | 0 | 6384 | 0 | 14157 | 0 | 506158 | 0 | 0 |
| MARGARET R MANTONI | ||||||||||||||
| CFO/TREASURER | 0 | 165179 | 0 | 9520 | 0 | 276 | 0 | 5424 | 0 | 16155 | 0 | 196554 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4A | CAROL KATZ, PRESIDENT & CEO OF LOOMIS COMMUNITIES, RECEIVED A SEVERANCE PAYMENT OF $285,089 WHICH IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 5 | THE VARIABLE COMPENSATION PACKAGE FOR THE CEO, CFO, DIRECTOR OF OPERATIONS, MARKETING DIRECTOR, DEVELOPMENT DIRECTOR AND THE ADMINISTRATORS INCLUDE A PERCENTAGE FOR ACHIEVING BUDGETS, WHICH HAVE A REVENUE COMPONENT TO THEM. THE COMPENSATION IS NOT TIED DIRECTLY TO REVENUE ON ITS OWN. |
| PART I, LINE 6 | THE VARIABLE COMPENSATION PACKAGE FOR THE CEO, CFO, DIRECTOR OF OPERATIONS, MARKETING DIRECTOR, DEVELOPMENT DIRECTOR AND THE ADMINISTRATORS INCLUDE A PERCENTAGE FOR ACHIEVING BUDGETS, WHICH ARE BASED ON NET EARNINGS. THE COMPENSATION IS NOT TIED DIRECTLY TO NET EARNINGS ON ITS OWN. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY PERTINENT COMMENTS OR RECOMMENDATIONS ARE PRESENTED BY THOSE COMMITTEES TO THE FULL BOARD. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE FORM 990; AND IT IS POSTED ON THE ORGANIZATION'S WEB SITE FOR ACCESS BY MEMBERS OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN MAY OF EACH YEAR, FOLLOWING THE ANNUAL MEETING, EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY, AND A FORM ON WHICH TO INDICATE ANY KNOWN OR POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. BOARD MEMBERS ARE ASKED TO SIGN THE POLICY ITSELF, AND TO COMPLETE THE FORM REQUESTING ANY CONFLICTS OR DUALITIES. AT THE BOARD OF DIRECTORS MEETING IN JUNE OF EACH YEAR, EACH BOARD MEMBER RECEIVES A COPY OF EVERY OTHER BOARD MEMBER'S SIGNED FORMS; IF THERE ARE ANY CONFLICTS OR DUALITIES, THEY ARE DISCLOSED TO THE FULL BOARD. IF THERE IS A BOARD MEMBER WITH A CONFLICT RELATED TO A PARTICULAR DISCUSSION OR VOTE, THAT BOARD MEMBER EXCUSES HIM OR HERSELF FROM THE MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO, BOTH FOR PERFORMANCE AND FOR COMPENSATION. THE CEO SUBMITS A SELF-EVALUATION AND REPORTS ON ACHIEVEMENT OF GOALS ESTABLISHED FOR THE PRIOR YEAR; ALL BOARD MEMBERS PROVIDE FEEDBACK. THE COMPENSATION COMMITTEE CONDUCTS A REVIEW OF SALARIES AND BENEFITS FOR POSITIONS COMPARABLE TO THE CEO. SOURCES FOR THE INFORMATION INCLUDE, BUT ARE NOT LIMITED TO: WAGE SURVEYS FROM THE ORGANIZATION'S STATE AND NATIONAL MEMBERSHIP ORGANIZATIONS; LOCAL EMPLOYERS' ASSOCIATION WAGE SURVEYS; PRIVATE WAGE SURVEYS FROM CONSULTANTS AND COLLEAGUES; WAGES AS REPORTED ON OTHER ORGANIZATIONS' FORM 990S; INFORMATION FROM INDEPENDENT AUDITOR. THE COMPENSATION COMMITTEE PRESENTS ITS RECOMMENDATION FOR CEO SALARY AND BENEFITS TO THE FULL BOARD FOR DISCUSSION AND VOTE. THE CEO PRESENTS ANNUALLY TO THE FULL BOARD OF DIRECTORS A SPREADSHEET WITH THE CURRENT SALARIES AND BENEFITS OF EACH MEMBER OF SENIOR MANAGEMENT: CFO, DIRECTOR OF OPERATIONS, DIRECTOR OF MARKETING, DIRECTOR OF DEVELOPMENT, AND THE ADMINISTRATORS OF THE ORGANIZATIONS, ALONG WITH RECOMMENDATIONS FOR ANY CHANGES IN SALARIES AND BENEFITS. COMPARABLE SALARIES FOR THESE POSITIONS ARE INCLUDED, OBTAINED FROM INFORMATION AS DESCRIBED ABOVE. THE FULL BOARD OF DIRECTORS VOTES TO APPROVE THESE SALARIES AND BENEFITS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,150. TRANSFER FROM AFFILIATES 174,297. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LOOMIS COMMUNITIES INC | ||||||||||
| 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 042706070 | ASSISTED & INDEPENDENT LIVING FACILITIES | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| LOOMIS HOUSE INC | ||||||||||
| 298 JARVIS AVENUE | HOLYOKE | MA | 01040 | 042108366 | NURSING HOME | MA | 501(C)(3) | LINE 9 | 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 | 0 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |