2023-11-14T10:30:43-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 042103905 THE BOSTON HOME INC BOST 6178253905 2049 DORCHESTER AVENUE BOSTON MA 02124 FRANCIS R MURPHY III CHIEF FINANCIAL OFFICER 6178253905 2023-11-08 1 FRANCIS MURPHY III 999009999 0 DANIELLE NIHILL P01350943 7819821001 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE REILLY 2049 DORCHESTER AVENUE BOSTON MA 02124 19483676 0 5230 X WWW.THEBOSTONHOME.ORG X 1884 MA TO IMPROVE THE LIVES OF ADULTS WITH ADVANCED MULTIPLE SCLEROSIS AND OTHER NEUROLOGICAL DISORDERS. 17 17 259 50 0 0 4399041 1833003 12999190 13852333 4125129 1833583 85269 94216 21608629 17613135 0 0 0 0 12966215 13385151 0 0 329883 4863496 5820955 17829711 19206106 3778918 -1592971 83707557 72668936 11184739 9784031 72522818 62884905 X THE BOSTON HOME SEEKS TO IMPROVE THE LIVES OF ADULTS WITH ADVANCED MULTIPLE SCLEROSIS AND OTHER NEUROLOGICAL DISORDERS. 0 0 15637845 13946549 FOUNDED IN 1881, THE BOSTON HOME IS A NOT-FOR-PROFIT, SPECIALIZED RESIDENCE AND CENTER FOR CARE FOR ADULTS WITH ADVANCED PROGRESSIVE NEUROLOGICAL DISEASES INCLUDING MULTIPLE SCLEROSIS. WE HAVE BEEN DESIGNATED A "CENTER FOR EXCELLENCE IN LONG TERM CARE" BY THE NATIONAL MULTIPLE SCLEROSIS SOCIETY AND ARE THE ONLY FACILITY OF OUR KIND IN NEW ENGLAND AND ONE OF ONLY A FEW IN THE UNITED STATES. THE BOSTON HOME INSTITUTE ADVANCES STANDARDS FOR CARE THROUGH RESEARCH, EDUCATION AND ADVOCACY.THE BOSTON HOME'S OUTPATIENT WHEELCHAIR SEATING CLINIC BRINGS TOGETHER PHYSICAL THERAPISTS, VENDORS AND ADAPTIVE TECHNOLOGY SPECIALISTS WHO WORK WITH COMPLEX REHABILITATION CLIENTS TO PRESCRIBE, ORDER AND CUSTOMIZE WHEELCHAIRS. B.FIT!, OUR SOCIAL DAY PROGRAM, PROVIDES PARTICIPANTS WITH A SAFE AND SOCIALLY ENRICHING ENVIRONMENT WHERE THEY HELP SHAPE A SCHEDULE OF ACTIVITIES DESIGNED TO ACHIEVE AND MAINTAIN MAXIMUM LEVELS OF PERSONAL INDEPENDENCE. THE BOSTON HOME'S WHEELCHAIR ENHANCEMENT CENTER (WEC) PROVIDES THE GREATER BOSTON DISABLED COMMUNITY WITH A RESOURCE FOR CUSTOMIZED WHEELCHAIR SOLUTIONS, EMERGENCY WHEELCHAIR REPAIRS AND SERVICE REFERRALS FOR THE MYRIAD OF MOBILITY EQUIPMENT AND TECHNOLOGICAL ADAPTATIONS NOW BEING USED. THE NATIONAL MAGAZINE PUBLISHER MCKNIGHT'S LONG-TERM CARE NEWS & ASSISTED LIVING AWARDED THE BOSTON HOME ITS GOLD AWARD IN THE INNOVATOR OF THE YEAR CATEGORY IN THE MCKNIGHT'S TECHNOLOGY AWARDS CONNECT OUR WORLD FOR ITS WHEELCHAIR ENHANCEMENT CENTER 15637845 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 259 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X FRANCIS R MURPHY III 6173264294 2049 DORCHESTER AVENUE BOSTON MA 02124 CHRISTINE REILLY PRESIDENT & CEO 40.00 X 279228 0 5315 FRANCIS R MURPHY III CHIEF FINANCIAL OFFICER 40.00 X 224650 0 4077 YANICK DORZIN LPN 62.00 X 160605 0 13614 ELIZABETH FRANCOIS LPN 60.00 X 152230 0 13466 LORNA CHARLES LPN 60.00 X 147456 0 20130 MERLENE CAMERON RN 61.00 X 136130 0 22117 JESSICA REILLY DIRECTOR OF NURSING 40.00 X 145023 0 2668 RANDOLPH G HAWTHORNE CHAIR 5.00 X X 0 0 0 VIRGINIA SOYBEL VICE CHAIR 5.00 X X 0 0 0 VIRGINIA MIRISOLA TREASURER 5.00 X X 0 0 0 CARRIE STEWART HANOVER-MARTIN CLERK 5.00 X X 0 0 0 KRISTEN CASSETTA TRUSTEE 5.00 X 0 0 0 ELIZABETH COLBURN-MORAITES TRUSTEE 5.00 X 0 0 0 LORI ESPINO TRUSTEE 5.00 X 0 0 0 MAUREEN FEENEY TRUSTEE 5.00 X 0 0 0 SAMANTHA BUDD HAEBERLEIN TRUSTEE 5.00 X 0 0 0 CHERLIE MAGNY-NORMILUS TRUSTEE 5.00 X 0 0 0 SALLY MICHAEL TRUSTEE 5.00 X 0 0 0 KAREN QUIGLEY TRUSTEE 5.00 X 0 0 0 DAVID RINTELL TRUSTEE 5.00 X 0 0 0 LAURA SALTONSTALL TRUSTEE 5.00 X 0 0 0 JAMES SEIDE TRUSTEE 5.00 X 0 0 0 SUZANNE STINSON TRUSTEE 5.00 X 0 0 0 JOHN WOODARD TRUSTEE 5.00 X 0 0 0 1245322 0 81387 22 0 1 0 MARSH & MCLENNAN AGENCY 50 PARK ROW W PROVIDENCE RI 02903 INSURANCE 111183 1 1072650 760353 1132 1833003 NET PATIENT SERVICE REVENUE 623000 13852333 13852333 13852333 561158 561158 3142966 1870541 1272425 1272425 1272425 MISCELLANEOUS INCOME 900099 75120 75120 MANAGEMENT INCOME 541610 19096 19096 94216 17613135 13946549 0 1833583 513270 501889 11381 10787131 9482280 1087112 217739 189096 174263 12955 1878 1069555 938627 97700 33228 826099 703456 106165 16478 6787 6787 106001 29497 76279 225 128076 128076 688487 679426 7963 1098 27556 3155 526 23875 82855 61866 12288 8701 238608 196263 40824 1521 580635 476878 100341 3416 9800 8215 1585 442705 442700 5 1115048 905085 203050 6913 144546 120333 21819 2394 SUPPLIES 951668 928949 21971 748 USER FEE 758295 758295 FOOD 455729 455729 84159 31123 52748 288 19206106 15637845 3238378 329883 767400 168530 3042079 680830 165677 100764 973395 1257484 3178849 442928 390939 29612346 19574371 9913001 10037975 18394646 14686924 46056171 41251495 3952260 915146 83707557 72668936 2030896 1881635 99152 71724 8464488 7830672 590203 0 11184739 9784031 X 69510291 61037841 3012527 1847064 72522818 62884905 83707557 72668936 X -1592971 -8969308 924366 X 0 1 X 1 0 X 824817 753051 2244593 4399041 1833003 10054505 11315501 11771716 12213044 12999190 13852333 62151784 12140318 12524767 14457637 17398231 15685336 72206289 83303 50500 66770 147675 42705 390953 0 83303 50500 66770 147675 42705 390953 71815336 805779 428659 320232 451891 561158 2567719 805779 428659 320232 451891 561158 2567719 12127 12898 29360 85269 94216 233870 12958224 12966324 14807229 17935391 16340710 75007878 0.95740 0.95810 0.03420 0.03410 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 12,127. 2019 AMOUNT: $ 12,898. 2020 AMOUNT: $ 29,360. 2021 AMOUNT: $ 85,269. 2022 AMOUNT: $ 94,216. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24000 0 1 1564 25564 0 PART II-B, LINE 1: THE ORGANIZATION RETAINS LOBBYIST ROBERT WHITE ASSOCIATES TO OVERSEE MASSHEALTH RATE ISSUES. IN 2022, THE AMOUNT PAID TO ROBERT WHITE ASSOCIATES DESIGNATED AS LOBBYING WAS $24,000. IN ADDITION, THE ORGANIZATION PAYS DUES TO THE AMERICAN HEALTH CARE ASSOCIATION, THE MASSACHUSETTS SENIOR CARE ASSOCIATION, AND THE NEW ENGLAND COUNCIL. A PORTION OF WHICH ARE ATTRIBUTABLE TO LOBBYING, $553, $989, AND $21 RESPECTIVELY. 0 1 X 67473197 -7055181 3725749 56692267 60067450 -13504 10719251 3300000 67473197 52053560 555073 7958817 500000 60067450 48650134 7676023 4272597 52053560 56421353 -4271219 3500000 48650134 0.97280 0.01020 0.01700 1 0 35045 35045 25398134 16636562 8761572 3915257 2713838 1201419 263910 223971 39939 10037975 COMINGLED FUNDS, LIMITED PARTNERSHIPS AND OFFSHORE FUNDS 41251495 C 41251495 X 9440117 -8969308 924366 -8044942 17485059 128076 128076 17613135 19078030 0 19078030 128076 128076 19206106 PART IV, LINE 2B: THE ORGANIZATION HOLDS ESCROW ACCOUNTS WHICH ARE RESIDENT TRUST FUNDS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPLEMENT THE OPERATING COSTS OF THE BOSTON HOME IN FURTHERANCE OF ITS MISSION. PART X, LINE 2: THE BOSTON HOME, INC. ("TBH") IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. GIVEN THE LIMITED TAXABLE ACTIVITIES OF TBH, MANAGEMENT CONCLUDED THAT DISCLOSURES RELATIVE TO TAX PROVISIONS ARE NOT NECESSARY. TBH ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. TBH HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TBH IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. TBH'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST RATE SWAP 924,366. X X 0 1 0 0 0 0 0 0 0 CHRISTINE REILLY PRESIDENT & CEO 267228 0 12000 0 0 0 5083 0 232 0 284543 0 0 0 FRANCIS R MURPHY III CHIEF FINANCIAL OFFICER 214650 0 10000 0 0 0 4077 0 0 0 228727 0 0 0 YANICK DORZIN LPN 157013 0 3592 0 0 0 3204 0 10410 0 174219 0 0 0 ELIZABETH FRANCOIS LPN 149638 0 2592 0 0 0 3056 0 10410 0 165696 0 0 0 LORNA CHARLES LPN 146147 0 1309 0 0 0 1950 0 18180 0 167586 0 0 0 MERLENE CAMERON RN 136130 0 0 0 0 0 1300 0 20817 0 158247 0 0 0 SCHEDULE J, PART I, LINE 4B AMOUNTS CONTRIBUTED TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CHRISTINE REILLY - $5,083 FRANCIS R. MURPHY III - $4,077 YANICK DORZIN - $3,204 ELIZABETH FRANCOIS - $3,056 LORNA CHARLES - $1,950 MERLENE CAMERON - $1,300 A MASS HEALTH AND EDUCATIONAL FACILITIES AUTH 042456011 57585KZY7 2009-09-14 14900000 TO REFUND PRIOR BONDS 0 0 0 A 6965000 14900000 14900000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 1 CITIZENS BANK 5.500000000000 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND SUCH ADDITIONAL TRUSTEES AS THE CHAIRMAN MAY APPOINT. THE CHAIRMAN SHALL BE THE CHAIRMAN OF THE COMMITTEE. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE TRUSTEES EXCEPT FOR SUCH ACTIONS THAT BY LAW MUST BE TAKEN BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B WE PROVIDE THE BOARD WITH A COPY OF THE FORM 990 AS WELL AS MATERIALS TO ASSIST THEM IN COMPLETING THEIR RESPONSIBILITIES RELATED TO FORM 990. THE AUDITORS ARE ON HAND AT THE ANNUAL MEETING TO ANSWER ANY QUESTIONS THE BOARD MEMBERS MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY B. HAS READ AND UNDERSTANDS THE POLICY C. HAS AGREED TO COMPLY WITH THE POLICY D. UNDERSTANDS THAT THE BOSTON HOME IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT SUB-COMPONENT OF THE BOARD OF DIRECTORS (COMPENSATION COMMITTEE) MEETS ANNUALLY TO REVIEW AND PROVIDE RECOMMENDATIONS ON THE COMPENSATION PACKAGES OF THE ORGANIZATION'S OFFICERS, TOP MANAGEMENT OFFICIAL, AND KEY EMPLOYEES. IN ALL CASES, COMPENSATION IS SET BY INDEPENDENT PERSONS USING COMPARABILITY DATA WHERE APPLICABLE. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS IS KEPT. THIS PROCESS WAS LAST COMPLETED IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP 924,366.