2013-11-15T10:02:56-06:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2012-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE 7817621270 2013-11-11 1 ROBERT DILLAN P01688008 6179848100 2013-11-06 2012 2016-02-25 16:41:14Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 3951647 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. 18 18 45 225 0 0 97670 264400 1911236 1917520 393942 476429 4446 29431 2407294 2687780 0 0 0 0 984584 1041195 0 0 0 1230633 1222387 2215217 2263582 192077 424198 8193954 8839905 350060 442444 7843894 8397461 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 1692033 1892083 HALE HOUSE REST HOME - LEVEL 4 REST HOME FACILITY 129039 54868 BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 1821072 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 8 0 45 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MA X MS JULIANA M COYLE TREASURER 6175363726 273 CLARENDON STREET BOSTON MA 02116 X BARBARA E BOWEN 1.00 X 0 0 0 JULIANA M COYLE 1.00 X X 0 0 0 FAY DABNEY 1.00 X 0 0 0 HOWARD FUGUET 1.00 X X 0 0 0 REV STEPHEN KENDRICK 1.00 X X 0 0 0 ROCHELLE LITE 1.00 X 0 0 0 REBEKAH K RICHARDSON 1.00 X 0 0 0 ELEANOR WILLIAMS 1.00 X 0 0 0 MARGARET MCISAAC 1.00 X 0 0 0 JANE BRESCHARD WILSON 1.00 X X 0 0 0 MARY LOU MCLEAN 1.00 X 0 0 0 MARGARET MOODY 1.00 X 0 0 0 WILLIAM SPRING 1.00 X 0 0 0 LUCIE B GENDRAU 1.00 X 0 0 0 DALIA AL-OTHMAN 1.00 X 0 0 0 MEREDITH L HARRON 1.00 X 0 0 0 JOSHUA HEAPES 1.00 X 0 0 0 CLAUDIA R DIBLASI 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIDINE CORPORATION 1000 WASHINGTON STREET BOSTON MA 02118 DINING SERVICES 497228 ROGERSON COMMUNITIES INC 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT FEES 103039 2 264400 264400 RESIDENT RELATED REVENUE 623000 1862652 1862652 BARNARD SERVICE REVENUE 623000 54868 54868 1917520 153054 153054 1587242 1263867 323375 323375 323375 29431 29431 29431 2687780 1946951 0 476429 865205 663957 201248 25382 19478 5904 61297 47039 14258 89311 68537 20774 113039 113039 14018 14018 18504 18504 45217 45217 63909 63909 5454 5454 89297 89297 9548 9548 134678 134678 112 112 111723 111723 38294 38294 FOOD 497228 497228 HOUSEKEEPING PURCHASED 78792 78792 MISCELLANEOUS EXPENSE 2574 2574 2263582 1821072 442510 0 182295 147154 558036 650134 78201 103739 87648 87618 3555264 2569243 885264 986021 6174290 6546529 250 250 227970 318460 8193954 8839905 142947 197852 207113 244592 350060 442444 X 7643002 8186102 78087 88554 122805 122805 7843894 8397461 8193954 8839905 424198 129369 0 X X 0 1 X 1 0 X 89140 67347 134323 97670 264400 652880 1799733 1867329 1825766 1911236 1917520 9321584 1888873 1934676 1960089 2008906 2181920 9974464 29000 96600 70150 228100 423850 0 29000 96600 70150 228100 423850 9550614 189863 149228 132649 136967 153054 761761 189863 149228 132649 136967 153054 761761 13224 3538 2487 4446 29432 53127 2091960 2087442 2095225 2150319 2364406 10789352 0.88520 0.90130 0.07060 0.07630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200892 16125 5658 211359 198674 6200 5567 9549 200892 180984 25000 17781 25091 198674 164999 18985 3000 180984 0.58100 0.41900 0 0 100000 100000 3032522 2235976 796546 422742 333267 89475 986021 RESIDENT DEPOSITS 244592 244592 X 2817150 129369 1 129370 2687780 0 2687780 2263581 0 2263581 1 1 2263582 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009 THROUGH 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 SUB COMMITTEE REVIEWS BEFORE 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. 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 XIII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS DURING THE TAX 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