2025-03-19T10:24:21-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-07-01 042493492 BETHANY HILL PLACE BETH 5082708005 637 CAMBRIDGE STREET BRIGHTON MA 02135 SR BARBARA LOUD TREASURER 5082708005 2025-03-18 1 0 KRISTEN CUMMINGS P01510495 6178075000 2025-03-18 2023 2025-03-06 01:10:19Z S BARBARA LOUD 89 BETHANY ROAD FRAMINGHAM MA 01702 2223769 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 TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 17 17 4 0 37800 14550 511037 801774 897747 960556 66730 109819 13569 13175 1489083 1885324 11926 7490 0 0 230614 418772 0 0 184906 1082106 850225 1324646 1276487 164437 608837 2524439 3174286 1275522 1146152 1248917 2028134 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 TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 0 0 896732 7490 911931 RENTED EDUCATIONAL AND SUPPORTIVE HOUSING UNITS - SERVING 129 PEOPLE. 22250 61800 OTHER RENTAL 918982 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 1 4 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 ELIZABETH DILL BOARD CHAIR 1.00 X 0 0 0 BRUCE RHODES VICE CHAIR 1.00 X 0 0 0 S BARBARA LOUD CSJ TREASURER 1.00 X 0 0 0 KARIN PLUMADORE SECRETARY/CLERK 1.00 X 0 0 0 TINA SPARLING FINANCE CHAIR 1.00 X 0 0 0 KEVIN WEBBER TRUSTEE 1.00 X 0 0 0 KATHLEEN DEMERS SAPIA DIRECTOR REP 1.00 X 0 0 0 ANN MCDONALD TRUSTEE 1.00 X 0 0 0 ERNEST COLLAMATI 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 MARK CHISTOLINI TRUSTEE - TERM END SEPT 2023 1.00 X 0 0 0 MARGIE ROSARIO TRUSTEE 1.00 X 0 0 0 JAMES TRESNER EXECUTIVE DIRECTOR 40.00 X 68951 0 5846 68951 0 5846 0 0 0 0 MALONEY PROPERTIES 27 MICA LANE WELLESLEY MA 02481 PROPERTY MANAGEMENT 169717 1 161987 639787 348607 801774 TENANT RENTAL SUBSIDIE 532000 639065 639065 TENANT RENTALS, NET 532000 259691 259691 COMMERCIAL RENTAL 532000 37800 37800 NEW BEGINNINGS 532000 24000 24000 960556 26971 26971 400536 317688 82848 82848 82848 20757 161987 20757 0 MISC. REVENUE - RELATE 900099 13175 13175 13175 1885324 935931 37800 109819 7490 7490 137315 57374 79941 211109 99840 47327 63942 4249 3909 340 43342 17031 7177 19134 22757 6575 7010 9172 163507 163507 6224 6224 28838 28838 29514 19795 1174 8545 5057 1700 3357 2529 2459 41 29 340247 340247 1737 1737 54 54 47309 47309 154329 154329 26924 25514 1410 ADMINISTRATION TAXES 11685 11685 TELEPHONE 9323 8784 404 135 MISCELLANEOUS 5582 1586 3996 EDUCATIONAL PROGRAMS 5122 5122 12244 7524 4069 651 1276487 918982 172599 184906 57117 38893 122648 106339 3073 5316 4838970 4017148 582454 821822 1587080 2100586 172067 101330 2524439 3174286 115238 83253 991245 964547 169039 98352 1275522 1146152 X 915420 1566364 333497 461770 1248917 2028134 2524439 3174286 X 608837 170381 -1 X 0 1 X 1 1 1 X 442502 666860 500245 511037 801774 2922418 755938 774396 830968 911316 973731 4246349 1198440 1441256 1331213 1422353 1775505 7168767 110527 177355 106143 118126 117409 629560 92514 81228 148168 107282 139100 568292 203041 258583 254311 225408 256509 1197852 5970915 9707 12106 16371 22912 26971 88067 9707 12106 16371 22912 26971 88067 1208147 1453362 1347584 1445265 1802476 7256834 0.82280 0.82350 0.01210 0.01090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4664177 3854117 810060 174793 163031 11762 821822 POOLED INVESTMENTS 2100586 F 2100586 SECURITY DEPOSIT LIABILITY 24616 LEASE LIABILITY 73736 98352 X 2151461 170381 75000 20757 266138 1885323 0 1885323 1372244 75000 20757 95757 1276487 0 1276487 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 $37,800 AND $33,600 DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. 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, 2024 AND 2023. 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 20,757. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 20,757. 23RD ANNUAL GALA 182744 161987 20757 3561 14536 2660 182744 161987 20757 3561 14536 2660 20757 0 1 SCHOLARSHIPS 11 7490 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. X 7495 FAIR MARKET VALUE X EQUIPMENT 1 307800 FAIR MARKET VALUE X MEALS 4 19086 FAIR MARKET VALUE X AUCTION ITEMS 32 10448 FAIR MARKET VALUE X BOOKS AND SUPPLIES 6 2058 FAIR MARKET VALUE X MEMBERSHIPS/TICKETS 11 1720 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 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 28838 ACCRUAL CONGREGATION OF THE SISTERS OF ST JOSEPH C 25000 CASH VALUE