SPRINGHOUSE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGHOUSE INC (EIN 04-3152499)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-10
- IRS object ID
- 201233459349300658
- 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 | 2012-12-10T10:22:47-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043296226 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043152499 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINGHOUSE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPRI | NameControl |
| Phone | 6174695800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROGERSON COMMUNITIES ONE | AddressLine1 |
| Address Line2 | FLORENCE ST | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL TUCCI | Name |
| Title | TREASURER | Title |
| Phone | 6174695800 | Phone |
| Date Signed | 2012-11-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD A GREENHALGH | Name |
| PTIN | P00428897 | PTIN |
| Phone | 7819375300 | 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) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL TUCCI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROGERSON COMMUNITIES ONE | AddressLine1 |
| Address Line2 | FLORENCE ST | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10232866 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPRINGHOUSEINFO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A RETIREMENT COMMUNITY CONSISTING OF 52 INDEPENDENT LIVING UNITS, 61 ASSISTED LIVING UNITS AND 22 DEMENTIA ASSISTED LIVING UNITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 99 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2575 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6341095 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6308052 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 183472 | InvestmentIncomePriorYear |
| Investment Income Current Year | 177899 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6524567 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6488526 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250000 | 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 | 2755534 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2832569 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3459573 | OtherExpensePriorYear |
| Other Expenses Current Year | 3480586 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6465107 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6313155 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 59460 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 175371 | RevenuesLessExpensesCY |
| Total Assets BOY | 23384493 | TotalAssetsBOY |
| Total Assets EOY | 23095405 | TotalAssetsEOY |
| Total Liabilities BOY | 26151835 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25867681 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2767342 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -2772276 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENGAGE IN THE OPERATION OF A CONTINUING CARE FACILITY FOR THE AGED AND ALL ACTIVITIES DIRECTLY OR INDIRECTLY RELATED THERETO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5136563 | Expense |
| Revenue | 6308052 | Revenue |
| Description | PROVIDING SERVICES TO RESIDENTS INCLUDING ASSISTED LIVING, INDEPENDENT LIVING CLINICAL SERVICES, MEALS, SOCIAL & CULTURAL ACTIVITIES, HOUSEKEEPING, AND OTHER SERVICES, ALL OF WHICH FURTHER THEIR EXEMPT PURPOSE. | Description |
| Total Program Service Expense | 5136563 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 0 | 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 |
| 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 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 99 | 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 | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHITRA SHARMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6174695800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FLORENCE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02131 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROBERT CHELLIS | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANNE MARCHETTA | ||||||
| PRESIDENT | 0.40 | X | 0 | 0 | 0 | X |
| DR ELINOR DOWNS MD | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ELEANOR M JONES | ||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | |
| SUSAN CORREA SILVA | ||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | |
| MICHAEL A TUCCI | ||||||
| TREASURER | 0.40 | X | 0 | 0 | 0 | X |
| JONATHAN G TRUSLOW | ||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | |
| MICHAEL KILGANNON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| J KEVIN LEARY | ||||||
| CLERK | 0.30 | X | 0 | 0 | 0 | X |
| HECTOR MASMELA | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| KATHY FOLEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 102959 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 102959 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| ROGERSON COMMUNITIES | |||||
| ONE FLORENCE STREET | BOSTON | MA | 02130 | MANAGEMENT COMPANY | 398519 |
| HARVARD PILGRIM HEALTHCARE INC | |||||
| PO BOX 970050 | BOSTON | MA | 022970050 | INSURANCE PROVIDER | 208561 |
| HEALTHCARE SERVICES GROUP INC | |||||
| 3220 TILLMAN DRIVE STE 300 | BENSALEM | PA | 19021 | JANITORIAL SERVICES | 158542 |
| WOOD TECH DESIGNS | |||||
| 333 VICTORY ROAD SUITE 11-8 | QUINCY | MA | 02171 | CONSTRUCTION COMPANY | 109057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 2575 | AllOtherContributions |
| Total Contributions | 2575 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICES | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 6308052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6308052 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6308052 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186872 | TotalRevenueColumn |
| Exclusion | $186,872 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3735367 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3744340 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8973 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8973 | TotalRevenueColumn |
| Exclusion | -$8,973 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6488526 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6308052 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $177,899 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122812 | Total |
| Management And General | 122812 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2329976 | Total |
| Program Services | 2006722 | ProgramServices |
| Management And General | 323254 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208123 | Total |
| Program Services | 181159 | ProgramServices |
| Management And General | 26964 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171658 | Total |
| Program Services | 147376 | ProgramServices |
| Management And General | 24282 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263098 | Total |
| Management And General | 263098 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16910 | Total |
| Management And General | 16910 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68655 | Total |
| Management And General | 68655 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635 | Total |
| Management And General | 635 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 931169 | Total |
| Program Services | 838675 | ProgramServices |
| Management And General | 92494 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581805 | Total |
| Program Services | 581805 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83933 | Total |
| Program Services | 6268 | ProgramServices |
| Management And General | 77665 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESIDENT SERVICES | 662672 | 662672 | |
| UTILITIES | 345721 | 345721 | |
| REPAIRS & MAINTENANCE | 220395 | 220395 | |
| TAXES | 161967 | 145770 | 16197 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143626 | Total |
| Management And General | 143626 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6313155 | Total |
| Program Services | 5136563 | ProgramServices |
| Management And General | 1176592 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206534 | BOY |
| EOY | 17314 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2546793 | BOY |
| EOY | 2542200 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28330 | BOY |
| EOY | 171 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53981 | BOY |
| EOY | 46312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20871836 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8690952 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12430857 | BOY |
| EOY | 12180884 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1943612 | BOY |
| EOY | 1714878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6174386 | BOY |
| EOY | 6593646 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23384493 | BOY |
| EOY | 23095405 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185978 | BOY |
| EOY | 241116 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501317 | BOY |
| EOY | 479458 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15095000 | BOY |
| EOY | 14600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10369540 | BOY |
| EOY | 10547107 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26151835 | BOY |
| EOY | 25867681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2767342 | BOY |
| EOY | -2772276 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2767342 | BOY |
| EOY | -2772276 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23384493 | BOY |
| EOY | 23095405 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 175371 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -180305 | 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 | 2849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 160 | CurrentTaxYearMinus3Years |
| Current Tax Year | 2575 | CurrentTaxYear |
| Total | 5584 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6521631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6777399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6399395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6341095 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6308052 | CurrentTaxYear |
| Total | 32347572 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6524480 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6777559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6399395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6341095 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6310627 | CurrentTaxYear |
| Total | 32353156 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | 135477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 179270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 330789 | CurrentTaxYearMinus1Year |
| Current Tax Year | 463006 | CurrentTaxYear |
| Total | 1108542 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 135477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 179270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 330789 | CurrentTaxYearMinus1Year |
| Current Tax Year | 463006 | CurrentTaxYear |
| Total | 1108542 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 31244614 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 237897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172544 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186872 | CurrentTaxYear |
| Total | 1159685 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 237897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172544 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186872 | CurrentTaxYear |
| Total | 1159685 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6949487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7015456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6571939 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6478460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6497499 | CurrentTaxYear |
| Total | 33512841 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93230 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94100 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03970 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1636240 | OtherCostOrOtherBasis |
| Book Value | 1636240 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17555617 | OtherCostOrOtherBasis |
| Depreciation | 7264381 | Depreciation |
| Book Value | 10291236 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1679979 | OtherCostOrOtherBasis |
| Depreciation | 1426571 | Depreciation |
| Book Value | 253408 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12180884 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 10243 |
| BOND ESCROWS | 5906407 |
| RESIDENT DEPOSITS | 469917 |
| DEFERRED COSTS, NET | 207079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6593646 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENTRANCE FEES | $9,722,831 |
| RESIDENT DEPOSITS | $38,592 |
| ACCRUED INTEREST PAYABLE | $517,984 |
| LINE OF CREDIT - BNY | $267,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10547107 | TotalOfAmounts |
| Total Revenue | 6488526 | TotalRevenue |
| Total Expenses | 6313155 | TotalExpenses |
| Excess Or Deficit For Year | 175371 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -180305 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -180305 | TotalAdjustments |
| Excess Or Deficit Per FS | -4934 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6308221 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -180305 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -180305 | RevenueNotRptdF990 |
| Revenue Subtotal | 6488526 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6488526 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6313155 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6313155 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6313155 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | GAAP PRESCRIBES THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. AN ADDITIONAL LIABILITY FOR UNCERTAIN TAX POSITIONS (UTPS) IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UTPS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE TAX-EXEMPT STATUS OF AN ENTITY IS CONSIDERED A TAX POSITION. SPRINGHOUSE AND THE FOUNDATION HAVE REVIEWED THEIR TAX FILINGS THAT REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND HAVE NOT IDENTIFIED ANY MATERIAL UTPS AND THUS HAVE NOT RECORDED ANY ADDITIONAL LIABILITY AT JUNE 30, 2012. SPRINGHOUSE AND THE FOUNDATION FILE TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. SPRINGHOUSE AND THE FOUNDATION ARE NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2008. CURRENTLY, THERE ARE NO TAX AUDITS IN PROCESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DAY TO DAY OPERATIONS ARE MANAGED BY AN INDEPENDENT MANAGEMENT COMPANY. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE MEMBER IS THE MOUNT PLEASANT HOME, A MASSACHUSETTS NONPROFIT CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MOUNT PLEASANT HOME MAY APPOINT OR TERMINATE MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS SUBMITTED TO THE TREASURER FOR REVIEW BEFORE ISSUANCE. THE TREASURER MAKES A COPY AVAILABLE TO ALL BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE BOARD IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15B | THE MANAGEMENT COMPANY ADVISES THE BOARD OF DIRECTORS CONCERNING PROPOSED COMPENSATION AND COMPARABILITY DATA WITH OTHER SIMILAR TOP MANAGEMENT POSITIONS IN THE MANAGEMENT COMPANY'S PORTFOLIO. THE BOARD DOCUMENTS THE DECISION CONTEMPORANEOUSLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. ALL INFORMATION IS AVAILABLE UPON REQUEST AT THE ORGANIZATION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -180,305. | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SPRINGHOUSE FOUNDATION INC | ||||||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | 043279977 | RAISE FUNDS TO PROVIDE FINANCIAL AID TO SPRINGHOUSE RESIDENTS | MA | 501(C)(3) | 11 TYPE II | N/A | 0 |
| MOUNT PLEASANT HOME | ||||||||||
| 301 SOUTH HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | 042103822 | ELDER CARE | MA | 501(C)(3) | 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 |
| 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |