2024-01-31T11:29:04-06:00 2023-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2022-07-01 042493492 BETHANY HILL PLACE BETH 5082708005 637 CAMBRIDGE STREET BRIGHTON MA 02135 S BARBARA LOUD TREASURER 5082708005 2024-01-29 1 S BARBARA LOUD 999009999 0 KRISTEN CUMMINGS P01510495 6178075000 2024-01-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z S BARBARA LOUD 89 BETHANY ROAD FRAMINGHAM MA 01702 1674501 0 X WWW.BETHANYHILLPLACE.ORG X 1994 MA BETHANY HILL PLACE, A LIVING AND LEARNING COMMUNITY OF METROWEST NEIGHBORS, SPONSORED BY THE SISTERS OF ST. JOSEPH OF BOSTON, PROVIDES HOUSING WITH EDUCATIONAL OPPORTUNITIES FOR THOSE IN NEED WITHIN A CLIMATE OF RESPECT, INCLUSION, AND ACCEPTANCE. RESIDENTS ARE EMPOWERED TO ENGAGE IN, AND FULLY TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 20 20 5 0 33600 9844 500245 511037 794939 897747 125767 66730 36029 13569 1456980 1489083 10516 11926 0 0 336219 230614 0 0 118707 846034 1082106 1192769 1324646 264211 164437 2134942 2524439 1156584 1275522 978358 1248917 X BETHANY HILL PLACE, A LIVING AND LEARNING COMMUNITY OF METROWEST NEIGHBORS, SPONSORED BY THE SISTERS OF ST. JOSEPH OF BOSTON, PROVIDES HOUSING WITH EDUCATIONAL OPPORTUNITIES FOR THOSE IN NEED WITHIN A CLIMATE OF RESPECT, INCLUSION, AND ACCEPTANCE. RESIDENTS ARE EMPOWERED TO ENGAGE IN, AND FULLY TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 0 0 934854 11926 853716 RENTED EDUCATIONAL AND SUPPORTIVE HOUSING UNITS - SERVING 118 PEOPLE. 22755 57600 OTHER RENTAL 957609 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 5 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X DEBBIE STANDE 6177461609 637 CAMBRIDGE STREET BRIGHTON MA 02135 X REBECCA GALLO BOARD CHAIR 1.00 X 0 0 0 ELIZABETH DILL VICE CHAIR 1.00 X 0 0 0 KARIN PLUMADORE SECRETARY/CLERK 1.00 X 0 0 0 S BARBARA LOUD CSJ TREASURER 1.00 X 0 0 0 MARK CHISTOLINI CHAIR/FINANCE 1.00 X 0 0 0 CATHERINE CLIFFORD CSJ TRUSTEE 1.00 X 0 0 0 COURTNEY O'REGAN TRUSTEE 1.00 X 0 0 0 LORRETTA HOLLOWAY TRUSTEE 1.00 X 0 0 0 KEVIN WEBBER TRUSTEE 1.00 X 0 0 0 ERNEST COLLAMATI TRUSTEE 1.00 X 0 0 0 LESLIE BISHOP TRUSTEE 1.00 X 0 0 0 KATHRYN ANASTASIA TRUSTEE 1.00 X 0 0 0 BRANDALE RANDOLPH TRUSTEE 1.00 X 0 0 0 RAY SANTA ELENA TRUSTEE 1.00 X 0 0 0 REGINA MARSHALL TRUSTEE 1.00 X 0 0 0 MARY RITA GRADY CSJ TRUSTEE 1.00 X 0 0 0 ROSEANN AMICO CSJ TRUSTEE 1.00 X 0 0 0 BRUCE RHODES TRUSTEE 1.00 X 0 0 0 MARGIE ROSARIO TRUSTEE 1.00 X 0 0 0 KATHLEEN DEMERS SAPIA TRUSTEE 1.00 X 0 0 0 GLORIA FRANQUI TRUSTEE 1.00 X 0 0 0 JAMES TRESNER EXECUTIVE DIRECTOR 35.00 X 0 0 0 TRISH APPERT FORMER EXECUTIVE DIRECTOR 35.00 X 36680 0 5632 36680 0 5632 0 1 0 0 MALONEY PROPERTIES 27 MICA LANE WELLESLEY MA 02481 PROPERTY MANAGEMENT 178857 1 142927 368110 27956 511037 TENANT RENTAL SUBSIDIE 532000 582700 582700 TENANT RENTALS, NET 532000 257447 257447 COMMERCIAL RENTAL 532000 33600 33600 NEW BEGINNINGS 532000 24000 24000 897747 22912 22912 203197 159379 43818 43818 43818 26039 142927 26039 0 MISC. REVENUE - RELATE 900099 13569 13569 13569 1489083 877716 33600 66730 X 11926 11926 10218 1168 9050 182929 86296 9581 87052 10284 2591 3733 3960 13034 9757 702 2575 14149 6880 497 6772 183408 183408 4439 3563 876 44790 44790 212665 36406 172857 3402 3026 105 2921 2681 2610 71 347511 347511 4383 4383 565 565 15582 15582 154775 154775 24390 23291 1099 OTHER PROGRAM SUPPLIES 30936 30936 EDUCATIONAL PROGRAMS 17734 17734 ADMINISTRATION TAXES 10042 10042 TELEPHONE 9583 9258 193 132 15596 10702 2122 2772 1324646 957609 248330 118707 61732 57117 71967 122648 3455 3073 4445273 3862819 571694 582454 1402269 1587080 23825 172067 2134942 2524439 79858 115238 1053663 991245 23063 169039 1156584 1275522 X 723123 915420 255235 333497 978358 1248917 2134942 2524439 X 164437 106123 -1 X 0 1 X 1 1 1 X 330143 442502 666860 500245 511037 2450787 735612 755938 774396 830968 911316 4008230 1065755 1198440 1441256 1331213 1422353 6459017 108057 110527 177355 106143 118126 620208 32196 92514 81228 148168 107282 461388 140253 203041 258583 254311 225408 1081596 5377421 10219 9707 12106 16371 22912 71315 10219 9707 12106 16371 22912 71315 1075974 1208147 1453362 1347584 1445265 6530332 0.82350 0.82530 0.01090 0.00920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4270480 3703482 566998 174793 159337 15456 582454 POOLED INVESTMENTS 1587080 F 1587080 SECURITY DEPOSITS 26879 RIGHT OF USE ASSET 145188 172067 SECURITY DEPOSIT LIABILITY 23851 LEASE LIABILITY 145188 169039 X 1701591 106123 75000 31386 212509 1489082 0 1489082 1431032 75000 31386 106386 1324646 0 1324646 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE ORGANIZATION, HOWEVER, IS SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. THE ORGANIZATION HAD UNRELATED BUSINESS INCOME OF APPROXIMATELY $33,600 DURING BOTH THE YEARS ENDED JUNE 30, 2023 AND 2022. THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 26,039. IN-KIND DONATIONS 5,347. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING GALA IN KIND DONATIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 26,039. IN-KIND DONATIONS 5,347. 23RD ANNUAL GALA 168966 142927 26039 2459 14528 9052 168966 142927 26039 2459 14528 9052 26039 0 1 SCHOLARSHIPS 12 11926 CASH PART I, LINE 2: BETHANY HILL PLACE RECEIVES RESTRICTED CONTRIBUTIONS DESIGNATED FOR STUDENT SCHOLARSHIPS AND THE AMOUNT IS RELEASED FROM RESTRICTION ONCE THE SCHOLARSHIP IS AWARDED. 0 0 0 0 0 0 0 0 0 TRISH APPERT FORMER EXECUTIVE DIRECTOR 36680 0 0 0 0 0 1834 0 3798 0 42312 0 0 0 X 6105 FAIR MARKET VALUE X MEALS 4 11605 FAIR MARKET VALUE X AUCTION ITEMS 22 5951 FAIR MARKET VALUE X MEMBERSHIPS/TICKETS 20 3235 FAIR MARKET VALUE X BOOKS AND SUPPLIES 6 1060 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BETHANY HILL PLACE USES A PROPERTY MANAGEMENT COMPANY TO MANAGE THE BETHANY HILL PROPERTY AND THE SISTERS OF ST. JOSEPH PERFORM ACCOUNTING DUTIES. FORM 990, PART VI, SECTION A, LINE 7B THE ANNUAL BUDGET AND APPOINTMENT OF NEW BOARD MEMBERS IS SUBJECT TO APPROVAL BY THE CORPORATION FOR SPONSORED MINISTRIES OF THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION INFORMALLY MONITORS THE POLICY THROUGHOUT THE YEAR AND RE-AFFIRMS THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF COMPENSATION OF EXECUTIVE DIRECTOR THROUGH BOARD OF TRUSTEES REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 36,406. MANAGEMENT AND GENERAL EXPENSES 172,857. FUNDRAISING EXPENSES 3,402. TOTAL EXPENSES 212,665. FORM 990, PART XI, LINE 9: ROUNDING -1. CONGREGATION OF THE SISTERS OF ST JOSEPH 637 CAMBRIDGE STREET BRIGHTON MA 02135 THE RELATED ORGANIZATION IS A RELIGIOUS ORG. AND HAS NO FILING REQUIREMENT MA 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 CONGREGATION OF THE SISTERS OF ST JOSEPH K 75000 ACCRUAL CONGREGATION OF THE SISTERS OF ST JOSEPH P 44790 ACCRUAL CONGREGATION OF THE SISTERS OF ST JOSEPH C 65000 CASH VALUE