PIONEER VALLEY LIVING CARE CENTER AT AMHERST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PIONEER VALLEY LIVING CARE CENTER AT AMHERST INC (EIN 22-2777127)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349304470
- Schema version
- 2011v1.2
- 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 | 2012-11-14T14:05:29-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222777127 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEER VALLEY LIVING CARE CENTER AT AMHERST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PION | NameControl |
| Phone | 4135325325 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SPENCER DRIVE | AddressLine1 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL C KATZ | Name |
| Title | CFO | Title |
| Phone | 4135325325 | Phone |
| Date Signed | 2012-11-14 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Terminated Return | X | TerminatedReturn |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEWOOD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CARL C KATZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SPENCER DRIVE | AddressLine1 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4653498 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOOMISCOMMUNITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES THROUGH THE OPERATIONS OF A LIFECARE RETIREMENT FACILITY CONSISTING OF 103 INDEPENDENT LIVING UNITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 107 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9349 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 99728 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5117208 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4421355 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -46875 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2248 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 108083 | OtherRevenuePriorYear |
| Other Revenue Current Year | 109809 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5187765 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4633140 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1790810 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1731245 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17300 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2898018 | OtherExpensePriorYear |
| Other Expenses Current Year | 3180702 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4688828 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4911947 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 498937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -278807 | RevenuesLessExpensesCY |
| Total Assets BOY | 18926768 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 23472624 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -4545856 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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 | 1 | SignificantChange |
| Expense | 4086348 | Expense |
| Revenue | 4448796 | Revenue |
| Description | TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES THROUGH THE OPERATIONS OF AN INDEPENDENT RETIREMENT COMMUNITY CONSISTING OF 103 INDEPENDENT LIVING UNITS. | Description |
| Total Program Service Expense | 4086348 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 0 | 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 | 1 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 107 | 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 | 15 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | CAROL C KATZ | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID HEALEY | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | |
| KAY SORDILLO | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |
| PHYLLIS CAPERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY EDDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE GASS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NORMAN HALPERN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GWENDOLYN JONES BOISSEAU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA LAWRENCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANN MCINTOSH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT POTASH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VENUS ROBINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY-ANNE STEARNS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOAN STEIGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS SENECAL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD WHITING JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL C KATZ | ||||||
| PRESIDENT & CEO | 5.00 | 0 | 197025 | 19907 | X | |
| MARGARET R MANTONI | ||||||
| CFO/TREASURER/ASST. CLERK | 5.00 | 0 | 173708 | 20897 | X | |
| PETER CONNOR | ||||||
| CLERK | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 370733 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40804 | 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 (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICE | 367882 |
| B-G MECHANICAL SERVICES | |||||
| 12 SECOND AVENUE | CHICOPEE | MA | 01020 | MECHANICAL SERVICES | 216438 |
| TAYLOR DAVIS LANDSCAPING | |||||
| PO BOX 507 | AMHERST | MA | 01004 | GROUNDSKEEPING | 116245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 99728 | AllOtherContributions |
| Total Contributions | 99728 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 3965037 | 3965037 |
| AMORT. OF ENTRANCE FEE | 623990 | 456318 | 456318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4421355 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22606 | TotalRevenueColumn |
| Exclusion | $22,606 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16861 | Securities |
| Other | 3497 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -16861 | Securities |
| Other | -3497 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20358 | TotalRevenueColumn |
| Exclusion | -$20,358 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| COUNTRY STORE INCOME | 453220 | 32903 | $32,903 |
| COMMUNITY & CABLE INCO | 900099 | 28752 | $28,752 |
| GUEST ROOM INCOME | 532000 | 20713 | $20,713 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27441 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 109809 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4633140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4448796 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $84,616 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1455668 | Total |
| Program Services | 1287861 | ProgramServices |
| Management And General | 167807 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19245 | Total |
| Management And General | 19245 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140636 | Total |
| Program Services | 122829 | ProgramServices |
| Management And General | 17807 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115696 | Total |
| Program Services | 103031 | ProgramServices |
| Management And General | 12665 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315274 | Total |
| Program Services | 38659 | ProgramServices |
| Management And General | 259315 | ManagementAndGeneral |
| Fundraising | 17300 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5690 | Total |
| Management And General | 5690 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17437 | Total |
| Management And General | 17437 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6667 | Total |
| Management And General | 6667 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147272 | Total |
| Program Services | 147272 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142060 | Total |
| Management And General | 142060 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24805 | Total |
| Management And General | 24805 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7016 | Total |
| Management And General | 7016 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437260 | Total |
| Program Services | 437260 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5602 | Total |
| Program Services | 2621 | ProgramServices |
| Management And General | 2981 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425156 | Total |
| Program Services | 425156 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720018 | Total |
| Program Services | 720018 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90364 | Total |
| Management And General | 90364 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD | 241385 | 241385 |
| NURSING CARE EXPENSE | 235158 | 235158 |
| SUPPLIES | 24496 | 24496 |
| MINOR EQUIPMENT | 15623 | 15623 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319419 | Total |
| Program Services | 284979 | ProgramServices |
| Management And General | 34440 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4911947 | Total |
| Program Services | 4086348 | ProgramServices |
| Management And General | 808299 | ManagementAndGeneral |
| Fundraising | 17300 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71706 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65831 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11735554 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315488 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25998 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6711591 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18926768 | BOY |
| EOY | 0 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590170 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14854145 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7731000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297309 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23472624 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4615310 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69454 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4545856 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18926768 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -278807 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4824663 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 Minus4 Years | 52931 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18402 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99728 | CurrentTaxYear |
| Total | 192192 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4576548 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4775062 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4868276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5141936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4448796 | CurrentTaxYear |
| Total | 23810618 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4629479 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4793464 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4880058 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5151285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4548524 | CurrentTaxYear |
| Total | 24002810 | 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 | 24002810 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 263866 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11503 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22606 | CurrentTaxYear |
| Total | 440370 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 263866 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11503 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22606 | CurrentTaxYear |
| Total | 440370 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106772 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82368 | CurrentTaxYear |
| Total | 482436 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4990104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4997459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5038432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5246123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4653498 | CurrentTaxYear |
| Total | 24925616 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96300 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01770 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02020 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12674 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -306 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12368 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13438 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1008 | InvestmentEarningsOrLosses |
| Other Expenditures | 1772 | OtherExpenditures |
| End Of Year Balance | 12674 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14556 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1934 | InvestmentEarningsOrLosses |
| Other Expenditures | 3020 | OtherExpenditures |
| Administrative Expenses | 32 | AdministrativeExpenses |
| End Of Year Balance | 13438 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17793 | BeginningOfYearBalance |
| Contributions | 586 | Contributions |
| Investment Earnings Or Losses | -3695 | InvestmentEarningsOrLosses |
| Administrative Expenses | 128 | AdministrativeExpenses |
| End Of Year Balance | 14556 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 4633140 | TotalRevenue |
| Total Expenses | 4911947 | TotalExpenses |
| Excess Or Deficit For Year | -278807 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 14120 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -9768718 | PriorPeriodAdjustments |
| Other | $14,579,261 | OtherAmount |
| Total Adjustments | 4824663 | TotalAdjustments |
| Excess Or Deficit Per FS | 4545856 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4626808 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14120 | NetUnrealizedGainsInvestments |
| Other Revenues | -20452 | OtherRevenues |
| Revenue Not Rptd F990 | -6332 | RevenueNotRptdF990 |
| Revenue Subtotal | 4633140 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4633140 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4911947 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4911947 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4911947 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO ASSIST THE CORPORATION WITH ACCOMPLISHING ITS PURPOSE OF PROVIDING INDEPENDENT AND ASSISTED LIVING TO SENIORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,850. UNREALIZED TEMPORARILY IMPAIRED INVESTMENTS LOSSES -17,602. TRANSFER TO LOOMIS COMMUNITIES, INC., RELATED ORGANIZATION 14,599,713. TOTAL TO SCHEDULE D, PART XI, LINE 8: 14,579,261. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,850. UNREALIZED TEMPORARILY IMPAIRED INVESTMENTS LOSSES -17,602. |
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 | 0 | 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)
| 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 | |||||||||||||
| 0 | 172873 | 0 | 12180 | 0 | 11972 | 0 | 6077 | 0 | 13830 | 0 | 216932 | 0 | 0 |
| MARGARET R MANTONI | |||||||||||||
| 0 | 154766 | 0 | 9333 | 0 | 9609 | 0 | 5186 | 0 | 15711 | 0 | 194605 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. HOWEVER, 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 N IRS990ScheduleN
Disposition Table DispositionTable (6 entries)
| Description Of AssetDescriptionOfAsset | Date Of DistributionDateOfDistribution | FMV Of AssetFMVOfAsset | Method Of FMV DeterminationMethodOfFMVDetermination | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|
| LOOMIS COMMUNITIES INC | |||||||||
| CURRENT ASSETS INCLUDING CASH, ACCOUNTS RECEIVABLE, PREPAID EXPENSES AND INTERCOMPANY RECEIVABLES | 2011-12-31 | 5163301 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| LOOMIS COMMUNITIES INC | |||||||||
| ASSETS LIMITED AS TO USE | 2011-12-31 | 1968654 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| LOOMIS COMMUNITIES INC | |||||||||
| PROPERTY AND EQUIPMENT, NET | 2011-12-31 | 11821736 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| LOOMIS COMMUNITIES INC | |||||||||
| OTHER ASSETS INCLUDING INVESTMENTS AND DEFERRED EXPENSES | 2011-12-31 | 551256 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| LOOMIS COMMUNITIES INC | |||||||||
| CURRENT LIABILITIES INCLUDING ACCOUNTS PAYABLE, ACCRUED EXPENSES, AND CURRENT NOTES AND BONDS PAYABLES, AND INTERCOMPANY PAYABLES | 2011-12-31 | -3732012 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| LOOMIS COMMUNITIES INC | |||||||||
| LONG-TERM LIABILITIES INCLUDING MORTGAGE AND BOND PAYABLES AND DEFERRED REVENUE | 2011-12-31 | -30372648 | BOOK VALUE AS OF THE END OF THE YEAR | 042706070 | 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2 |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2 |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2 |
| Receive Compensation2 | 0 | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | THE ORGANIZATION IS MERGED INTO LOOMIS COMMUNITIES, INC., A RELATED ORGANIZATION, EFFECTIVE JANUARY 1, 2012. |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE 93 MEMBERS OF THE CORPORATION, KNOWN AS CORPORATORS (PER THE BYLAWS, THERE IS NO LIMIT TO THE POTENTIAL NUMBER OF CORPORATORS). | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATORS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION EACH MAY. THERE IS 1 MEMBER OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS HAVE DECISION-MAKING AND VOTING AUTHORITY ON ISSUES INCLUDING BUT NOT LIMITED TO THE FOLLOWING: HIRING OR TERMINATING THE CEO; ESTABLISHING SALARY AND BENEFITS FOR THE CEO; APPROVING OPERATING AND CAPITAL BUDGETS AND EXPENDITURES; ENGAGING AN INDEPENDENT AUDITOR TO CONDUCT AN ANNUAL AUDIT; REVIEWING AND APPROVING THE AUDIT; ESTABLISHING, REVIEWING, AND APPROVING POLICIES; ESTABLISHING AND APPROVING STRATEGIC PLANS; AND CONDUCTING ALL OTHER BUSINESS AS IS DEEMED APPROPRIATE FOR THE CORPORATION. | |
| 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 | FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART VII, SECTION A: | CAROL C. KATZ IS COMPENSATED FOR SERVICES PROVIDED TO LOOMIS COMMUNITIES, INC. AND AFFILIATES AS PRESIDENT & CEO. CAROL WORKS AN AVERAGE OF 40 HOURS PER WEEK IN HER POSITION AS PRESIDENT & CEO FOR LOOMIS COMMUNITIES, INC. AND AFFILIATES. MARGARET R. MANTONI IS COMPENSATED FOR SERVICES PROVIDED TO LOOMIS COMMUNITIES, INC. AND AFFILIATES AS CFO. MARGARET WORKS AN AVERAGE OF 40 HOURS PER WEEK IN HER POSITION AS CFO FOR LOOMIS COMMUNITIES, INC. AND AFFILIATES. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 14,120. PRIOR PERIOD ADJUSTMENTS: -9,768,718. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,850. OTHER THAN TEMPORARILY IMPAIRED INVESTMENTS LOSSES -17,602. TRANSFER TO LOOMIS COMMUNITIES, INC., RELATED ORGANIZATION 14,599,713. TOTAL TO FORM 990, PART XI, LINE 5: 4,824,663. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 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 | INDEPENDENT & ASSISTED LIVING FACILITIES | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| LOOMIS SENIOR LIVING INC | ||||||||||
| 807 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | 043314106 | INDEPENDENT & ASSISTED 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 |
| WRIGHT CHARITIES | ||||||||||
| 246 NORTH MAIN STREET | SOUTH HADLEY | MA | 01075 | 042104166 | FINANCIAL ASSISTANCE FOR ELDERLY | MA | 501(C)(3) | PF | N/A | 0 |
| REEDS LANDING FOUNDATION INC | ||||||||||
| 807 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | 202640490 | HOLDS INVESTMENTS | MA | 501(C)(3) | LINE 11A, I | 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 |
| 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |