2011-11-14T14:11:21-06:00 2010-12-31 LARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2010-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JULIANA M COYLE 7817621270 2011-11-10 1 BARBARA J MORRISON 6179848100 2011-11-09 2010 2016-03-07 17:11:31Z REVSTEPHEN KENDRICK 7 CHESTNUT STREET BOSTON MA 02116 4169379 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 ALTERINATIVE 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. 15 15 35 120 0 0 67347 134323 1867329 1825766 308932 306764 3539 2487 2247147 2269340 0 0 0 0 913656 858584 0 0 26771 1298050 1273874 2211706 2132458 35441 136882 7770446 8410403 289996 291141 7480450 8119262 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 ALTERINATIVE 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 1719878 1782707 HALE HOUSE REST HOME - LEVEL 4 REST HOME FACILITY 116973 45546 BARNARD SERVCES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. 1836851 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 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 0 1 0 0 35 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 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 PEG 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 0 0 0 0 0 0 0 UNIDINE CORPORATION 1 GATEWAY CENTER SUITE 751 NEWTON MA 02458 DINING SERVICES 469152 ROGERSON COMMUNITIES INC 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT FEES 107016 2 134323 134323 RESIDENT RELATED REVEN 623000 1780220 1780220 BARNARD SERVICE REVENU 623000 45546 45546 1825766 132649 132649 2074154 1900039 174115 174115 174115 2487 2487 2487 2269340 1828253 0 306764 726485 626788 77045 22652 19105 16483 2026 596 45576 39322 4833 1421 67418 58166 7150 2102 107332 107332 21218 21218 42571 42571 689465 689465 2563 2563 72014 72014 6661 6661 170012 170012 46 46 3448 3448 97037 97037 42576 42576 MISCELLANEOUS EXPENSE 18931 18931 2132458 1836851 268836 26771 128336 142359 772721 470424 63876 59861 87849 87526 3286553 2361340 978135 925213 5508718 6518393 250 250 230561 206377 7770446 8410403 77257 104067 212739 187074 289996 291141 X 7299466 7920588 58179 75869 122805 122805 7480450 8119262 7770446 8410403 X 136882 501930 X X 0 1 1 X 0 X 115289 117081 89140 67347 134323 523180 1630141 1706994 1799733 1867329 1825766 8829963 1745430 1824075 1888873 1934676 1960089 9353143 0 25000 25000 25000 25000 9328143 186915 188995 189863 149228 132649 847650 186915 188995 189863 149228 132649 847650 5913 14514 13224 3538 2487 39676 1938258 2027584 2091960 2087442 2095225 10240469 0.91090 0.90800 0.08280 0.08530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180984 25000 17781 25091 198674 164999 18985 3000 180984 0.00000 0.62000 0.38000 0 0 100000 100000 150000 140685 9315 2645634 1916207 729427 390919 304448 86471 925213 RESIDENT AND OTHER DEPOSITS 187074 187074 2269340 2132458 136882 501930 501930 638812 2771270 501930 501930 2269340 0 2269340 2132458 0 2132458 0 2132458 FORM 990, PART VI, SECTION A, LINE 3 ROGERSON COMMUNITIES - MANAGEMENT COMPANY 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 FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 501,930. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FIRST CHURCH IN BOSTON 66 MARLBOROUGH STREET BOSTON MA 02116 TO PROVIDE OFF-STREET PARKING MA 0 ROPES & GRAY LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 LEGAL SERVICES MA 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0