2026-04-24T08:27:19-05:00 2025-09-30 991445194 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2024-10-01 020262504 MORRISON HOSPITAL ASSOCIATION MORR 6038372541 6 TERRACE STREET WHITEFIELD NH 03598 SHANNON LYNCH EXECUTIVE DIRECTOR 6038372541 2026-04-24 1 0 JOSHUA J GAGNE CPA P01278157 6036530044 2026-04-21 2024 2025-03-06 01:10:19Z DOUGLAS SHEARER 6 TERRACE STREET WHITEFIELD NH 03598 11748352 0 X HTTPS://WWW.THEMORRISONCOMMUNITIES.ORG/ X 1963 NH TO SERVE NORTHERN NEW HAMPSHIRE AND VERMONT IN PROVIDED NURSING CARE, ASSISTED LIVING, INDEPENDENT LIVING AND OTHER MEDICAL CARE. 8 8 248 24 0 0 149681 329901 11164091 11271862 377885 144480 0 0 11691657 11746243 0 0 0 0 8301708 7981470 0 0 0 5312528 5017014 13614236 12998484 -1922579 -1252241 26976083 26090584 25900920 26226794 1075163 -136210 X TO SERVICE NORTHERN NEW HAMPSHIRE AND VERMONT IN PROVIDED NURSING CARE, ASSISTED LIVING, INDEPENDENT LIVING AND OTHER MEDICAL CARE. THE MORRISON COMMUNITIES IS A CARING AND COMPASSIONATE RESIDENT CENTERED ORGANIZATION THAT EXTENDS OUR CHARITABLE COMMITMENT TO THE GREATER COMMUNITY. WE COMMIT TO EMPOWERING OUR RESIDENTS, THEIR LOVED ONES AND OUR STAFF TO ACHIEVING THEIR OPTIMAL WELL-BEING IN A QUALITY HOME-LIKE SETTING, EXPRESSED BY MUTUAL RESPECT AND TRUST.IN ADDITION TO THE ABOVE, THE MORRISON PROVIDES COMMUNITY HEALTH EDUCATION, CLINICAL SETTINGS FOR UNDERGRADUATE TRAINING AND SCHOLARSHIPS TO LOCAL SCHOOLS FOR HEALTH PROFESSIONS EDUCATION. THE MORRISON ALLOWS LOCAL NONPROFITS INCLUDING THE CHAMBER OF COMMERCE, LEADERSHIP AND TEACHING GROUPS TO USE THEIR CONFERENCE ROOMS AT NO COST. 0 0 6280894 6045996 THE MORRISON PROVIDES SKILLED NURSING AND REHABILITATIVE CARE FOLLOWING SURGERY, AN INJURY OR ACUTE ILLNESS. THE MORRISON IS A NON-PROFIT ORGANIZATION THAT PROVIDES NURSING SERVICES FOR ELDERLY AND DISABLED PEOPLE WHO ARE UNABLE TO REMAIN IN THE COMMUNITY BECAUSE OF MENTAL AND/OR PHYSICAL DISABILITIES. THE ORGANIZATION PROVIDES 24-HOUR SKILLED NURSING CARE WITH A BROAD RANGE OF AMENITIES INCLUDING PRIVATE AND SHARED ROOMS, THREE CUSTOMIZED DAILY MEALS, DAILY ACTIVITIES, PERSONAL LAUNDRY AND HAIR DRESSER SERVICES. RESTORATIVE AND REHABILITATIVE SERVICES HELP LONG-TERM CARE RESIDENTS ATTAIN MAXIMUM FUNCTIONALITY. IN ADDITION TO PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, THE MORRISON OFFERS IV DRUG THERAPIES, INCONTINENCE PROGRAMS,AND EKG TESTING, TO TREAT RESIDENTS QUICKLY AND KEEP THEM COMFORTABLE IN FAMILIAR SURROUNDINGS, SO THEY DON'T HAVE TO ENTER THE HOSPITAL. TWICE DAILY EXERCISE PROGRAMS HELP INCREASE STRENGTH AND FLEXIBILITY AND IMPROVE MOBILITY.THE DANA REHABILITATION WING PROVIDES A DEDICATED SPACE AT THE MORRISON WHERE COMMUNITY RESIDENTS CAN RECOVER FROM STROKES, HEART ATTACKS, HIP AND KNEE REPLACEMENTS, BACK INJURIES AND OTHER MEDICAL PROCEDURES THAT REQUIRE A SHORT-TERM OR LONG-TERM STAY IN A REHABILITATION FACILITY. THE MORRISON'S FOCUS IS ON RESTORING, MAINTAINING, AND PROMOTING THE OVERALL FITNESS AND HEALTH OF THE INDIVIDUAL.THE NURSING HOME ACCEPTS MEDICARE, MEDICAID, AND PRIVATE PAY RESIDENTS. IN ADDITION, THE FACILITY IS VETERANS ADMINISTRATION CERTIFIED. OF THE 17,579 BED DAYS, 75% WERE FILLED WITH MEDICARE AND MEDICAID INDIVIDUALS. 733555 799721 THE SARTWELL PLACE ASSISTED LIVING AT THE MORRISON PROVIDES AN IDEAL ALTERNATIVE FOR SENIORS WHO NEED ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING, SUCH AS MEAL PREPARATION, HOUSEKEEPING, LAUNDRY, HELP WITH BATHING AND MEDICATION MANAGEMENT. THIS FACILITY OFFERS 24-HOUR NURSING CARE, AND SOCIAL, RECREATIONAL AND ART ACTIVITIES ENHANCE DAILY LIVING AND CONTRIBUTE TO THE SAFETY AND WELL-BEING OF EACH INDIVIDUAL. OUR LICENSED AND PROFESSIONAL STAFF PROVIDES EXCEPTIONAL CARE TO INDIVIDUALS WHO NEED ASSISTANCE IN THE TASKS OF DAILY LIVING, ALL IN A LOVING, FRIENDLY AND HOME-LIKE ATMOSPHERE. INDEPENDENCE IS PROMOTED WITHOUT COMPROMISING SAFETY. THE ASSISTED LIVING FACILITY PROVIDED 5,681 BED DAYS OF WHICH 72% WERE TO MEDICAID RESIDENTS. 4838975 4426145 BUILT ON THE MORRISON'S STERLING REPUTATION OF COMMITMENT TO EXCELLENCE, SUMMIT BY MORRISON IS A FIRST-OF-ITS-KIND SENIOR LIVING COMMUNITY IN THE HEART OF NEW HAMPSHIRE'S WHITE MOUNTAINS REGION. UNLIKE ANY OTHER, OUR COMMUNITY OFFERS MULTIPLE LIVING OPTIONS FOR SENIORS WHO WISH TO MOVE TO OR CONTINUE LIVING IN THE NH'S WHITE MOUNTAINS REGION: 14 INDEPENDENT LIVING COTTAGES, 33 INDEPENDENT LIVING APARTMENTS, 24 ASSISTED LIVING APARTMENTS AND 12 APARTMENTS FOR RESIDENTS WHO MAY NEED MEMORY CARE. SUMMIT BY MORRISON PROMOTES SENIOR LIFESTYLE CHOICES THAT ENHANCE WELL-BEING THROUGH COMMUNITY, AUTONOMY AND PROXIMITY TO FAMILY AND FRIENDS.SUMMIT RECOGNIZES THAT THE NEED FOR LIFE ENRICHMENT OPPORTUNITIES EXTENDS BEYOND THE WALLS OF SUMMIT ITSELF AND TO THE GREATER COMMUNITY OF WHITEFIELD AND THE NORTH COUNTRY. MANY OF OUR RESIDENTS HAVE TIES TO COOS COUNTY AND HAVE SPENT THEIR LIVES WORKING AND SERVING THE AREA THEY LOVE AND CALL HOME. IT IS OUR DESIRE AS AN ORGANIZATION TO CONTINUE THEIR LEGACY OF SERVICE AND CARING BY SHARING OUR RESOURCES. OUR AUDITORIUM AND LOUNGE ARE OPEN TO COMMUNITY USAGE FOR ALL NONPROFITS AND COMMUNITY GROUPS. CURRENTLY, WE HAVE SHARED OUR SPACE OR BOOKED FOR FUTURE EVENTS WITH THE SAU 36'S SYSTEM OF CARE TEAM, THE WHITEFIELD ELEMENTARY SCHOOL (WE HOSTED A WINTER PROGRAM ELECTIVE GROUP AND HAVE HOSTED A KINDERGARTEN CLASS FOR TRICK-OR-TREATING, A CHRISTMAS VISIT WITH SANTA AND VALENTINE CARD EXCHANGE), THE WHITEFIELD LIBRARY, WHITEFIELD HISTORICAL SOCIETY, A LOCAL QUILTING GROUP, AND A REGIONAL RELAY FOR LIFE GROUP. MANY OF THE EVENTS WE HOST ARE OPEN TO THE PUBLIC AS WELL. EXAMPLES INCLUDE POETRY READINGS, CONCERTS, FAMILY MOVIE MATINEES, SQUAM LAKES LIVE ANIMAL OUTREACH PROGRAM AND OUR WEEKLY EXERCISE CLASSES. SUMMIT HAS ALSO PARTICIPATED IN COMMUNITY EVENTS, SUCH AS WHITEFIELD'S COMMUNITY DAY WHERE WE PROVIDED FOOD, MUSIC AND GAMES FOR CHILDREN AND ADULTS. 11853424 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 248 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NH X THE ORGANIZATION 6038372541 6 TERRACE STREET WHITEFIELD NH 03598 BRIAN FOGG PRESIDENT 5.00 X X 0 0 0 DAPHNE CASSADY VICE PRESIDENT 2.00 X X 0 0 0 CELESTE PITTS TREASURER 2.00 X X 0 0 0 KEITH KOPP SECRETARY 2.00 X X 0 0 0 TAMMY DUBREUIL TRUSTEE 2.00 X 0 0 0 WENDY MUELLO MD TRUSTEE 2.00 X 0 0 0 RICHARD ROCHEFORT TRUSTEE 2.00 X 0 0 0 BRIAN BEATTIE MD TRUSTEE 2.00 X 0 0 0 SHANNON LYNCH EXECUTIVE DIRECTOR 40.00 X 169999 0 27487 JENNIFER FISH FINANCE DIRECTOR (AS OF DEC 2024) 40.00 X 80217 0 10167 STEPHANIE IRWIN EXECUTIVE DIRECTOR (THROUGH DEC 2024) 40.00 X 3563 0 1979 SARAL DAVIS THERAPY DIRECTOR 40.00 X 111245 0 29457 TRAVIS LEBRUN OPERATIONS DIRECTOR 40.00 X 115657 0 7991 LOUIS DEGRAY DIRECTOR OF NURSING 40.00 X 101780 0 11902 582461 0 88983 4 0 1 0 CAREERSTAFF UNLIMITED 7925 JONES BRANCH DRIVE MCLEAN VA 21102 NURSING STAFF CONTRACTOR 307458 TSS ADVISORS 19 MORGAN DRIVE LEBANON NH 03766 ACCOUNTING & AUDITING CONTRACTOR 119965 2 329901 329901 RESIDENT SERVICE REVENUE, NET 623000 10590895 10590895 STATE OF NH QUALITY ASSESSMENT RE 623000 596157 596157 OTHER OPERATING REVENUE 623000 84810 84810 11271862 146589 146589 2109 -2109 -2109 -2109 11746243 11271862 0 144480 319622 319622 6327619 6143684 183935 846281 846281 487948 459471 28477 77928 26290 51638 131343 131343 3102 3102 482088 482088 274381 100 274281 1021508 940660 80848 682743 673031 9712 1067687 1037870 29817 120838 91321 29517 DIETARY 465774 465774 STATE OF NH NURSING FAC 339483 339483 PHARMACY AND MEDICAL SU 210317 210317 OTHER RESIDENT 139822 137054 2768 12998484 11853424 1145060 0 276444 696008 304736 545752 13215 13845 1210590 848496 75226 81711 86211 48766 34255257 13155424 22122392 21099833 742663 568032 2144606 2188141 26976083 26090584 1853068 2326165 10998 5296 23984807 23861525 52047 33808 25900920 26226794 X -1149101 -2669798 2224264 2533588 1075163 -136210 26976083 26090584 -1252241 40868 0 X 0 1 X 1 0 X 2134597 1220863 94322 149681 329902 3929365 2134597 1220863 94322 149681 329902 3929365 3929365 201574 146292 126319 111271 146589 732045 4661410 54391819 0.84300 0.83790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 310909 310909 30429697 10486424 19943273 3219295 2507463 711832 295356 161537 133819 21099833 BENEFICIAL INTEREST IN PERPETUAL TRUST 2188141 2188141 RESIDENT PERSONAL FUNDS 33808 33808 X 11784009 40868 40868 11743141 3102 3102 11746243 12995382 0 12995382 3102 3102 12998484 PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING METHODS UNDER ASC SUBTOPIC 740-10. THE UTP RULES PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN IN AN ASSOCIATION'S TAX RETURN. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MIGHT RESULT IN A MATERIAL IMPACT ON THE ASSOCIATION'S STATEMENTS OF FINANCIAL POSITION, OPERATIONS AND CHANGES IN NET ASSETS AND CASH FLOWS. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR THE YEARS PRIOR TO 2021. X 0 0 0 0 0 0 0 0 0 SHANNON LYNCH EXECUTIVE DIRECTOR 159873 0 0 0 10126 0 5400 0 22087 0 197486 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR, EXECUTIVE DIRECTOR AND BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD MEMEBERS COMPLETES A CONFLICT OF INTEREST FORM, AND BOARD OF TRUSTEES DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, KEY EMPLOYEE COMPENSATION IS SET BY THE BOARD OF TRUSTEES BY REVIEWING PAST PERFORMANCE AND USING COMPARABLE INDUSTRY BENCHMARK DATA. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST- AN APPOINTMENT IS MADE, AND THE DOCUMENTS ARE MADE AVAILABLE FOR REVIEW IN THE OFFICE OF THE ORGANIZATION.