2026-05-08T10:21:40-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 042982927 LUTHERAN HOUSING CORPORATION - BROCKTON LUTH 5087548877 26 HARVARD STREET WORCESTER MA 01609 ANGELA BOVILL PRESIDENT & CEO 5087548877 2026-05-05 1 1 DANIELLE NIHILL P01350943 7819821001 2026-04-22 2024 2025-03-06 01:10:19Z EMMANUEL HOUSE RESIDENCE ANGELA BOVILL 26 HARVARD STREET WORCESTER MA 01609 18622246 0 6011 X WWW.ASCENTRIA.ORG X 1987 MA OPERATES AN ASSISTED LIVING FACILITY THAT OFFERS SAFE AND AFFORDABLE HOUSING FOR SENIORS. 7 6 287 6 0 0 1055063 0 16194786 18108686 71231 66157 424543 447403 17745623 18622246 0 0 0 0 10262025 10188083 0 0 0 6993824 7125820 17255849 17313903 489774 1308343 33672875 32838384 27425557 25282723 6247318 7555661 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 14804671 0 18529623 THE ORGANIZATION OPERATES A 107-BED NURSING FACILITY AND A 43-BED REST HOME WHICH PROVIDE SKILLED NURSING AND REHABILITATIVE SERVICES TO THE ELDERLY. 14804671 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 42 0 1 287 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X ANGELA BOVILL 7742433900 18 CHESTNUT STREET WORCESTER MA 01608 ANGELA BOVILL PRESIDENT & CEO 1.00 39.00 X X 0 710427 42601 KRISTINE HANSCOM EXECUTIVE VP/CFO/COO 1.00 39.00 X 0 323208 29353 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCEMENT 1.00 39.00 X 0 245473 377 BRENNA SCHNEIDER CHIEF OR SOCIAL INNOVATION 1.00 39.00 X 0 182644 17539 PAUL HALSTEAD CHIEF TECHNOLOGY OFFICER 1.00 39.00 X 0 183581 23581 RUTH MAENZANISE NURSING 40.00 0.00 X 156297 0 5149 NICHOLAS RUSSO SR. DIR. OF TREASURY 1.00 39.00 X 0 144716 4334 ROBIN HIGH ADMINISTRATOR 40.00 0.00 X 129984 0 6786 NICOLE REIDY NURSING 40.00 0.00 X 126803 0 0 JANET MOYLES DIRECTOR OF NURSING 40.00 0.00 X 121159 0 10602 KIMBERLY DILLON REHAB DIRECTOR 40.00 0.00 X 110379 0 0 TARA BROWNE CLERK/EXECUTIVE ASSISTANT 1.00 39.00 X 0 75582 6881 NICHOLAS SOUSA ASST. CLERK/EXECUTIVE ASSISTANT 1.00 39.00 X 0 60359 8522 KEITH ROBERTSON DIRECTOR 0.50 5.00 X 0 0 0 WILLIAM MAYO DIRECTOR/PAST PRESIDENT 0.50 5.00 X 0 0 0 FREDERICK JENOURE CHAIR 0.50 5.00 X X 0 0 0 THE REV ROSS GOODMAN VICE CHAIR 0.50 5.00 X X 0 0 0 ASHISH COWLAGI SECRETARY 0.50 5.00 X X 0 0 0 ALEXANDER BARTHOLOMEW FINANCIAL SECRETARY 0.50 5.00 X X 0 0 0 644622 1925990 155725 7 0 1 0 CLAY AND ASSOCIATES 560 FOX HILL RD CHATHAM MA 02633 CONSULTING 264030 LYDIAS ANGELS AT HOME 499 MECHANIC STREET LEOMINSTER MA 01453 STAFFING AGENCY 262847 2 RESIDENT SERVICE REVENUE 623000 18108686 18108686 18108686 66157 66157 OTHER INCOME 900099 416853 390387 26466 PURCHASE DISCOUNTS 900099 16054 16054 TELEPHONE & TV 900099 14496 14496 447403 18622246 18529623 0 92623 8919490 7446658 1472832 50419 42093 8326 507616 423796 83820 710558 593227 117331 1002843 597744 405099 68435 68435 32428 32428 184501 150904 33597 56026 52305 3721 75654 70464 5190 397536 370265 27271 1656 1656 6303 6303 1040823 969471 71352 961200 865290 95910 302937 282200 20737 MEDICAID USER FEES 892058 892058 MEDICAL SUPPLIES 665847 665847 ANCILLARY EXPENSES 475033 475033 RAW FOOD EXPENSES 382757 382757 579783 516600 63183 17313903 14804671 2509232 0 1687303 933864 2273174 2253136 175408 144778 29585491 2641504 27681426 26943987 225582 193356 1629982 2369263 33672875 32838384 1995129 1805463 23787862 23441465 1642566 35795 27425557 25282723 X 6247318 7555661 6247318 7555661 33672875 32838384 1308343 0 X 0 1 X 1 0 X 706367 272497 1055063 0 2033927 13057052 14505385 16194786 18108686 61865909 13763419 14777882 17249849 18108686 63899836 0 0 0 63899836 2205 72626 71231 66157 212219 2205 72626 71231 66157 212219 403437 611143 424543 447403 1886526 14169061 15461651 17745623 18622246 65998581 0.96820 0.96650 0.00320 0.00310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 364,602. 2022 AMOUNT: $ 571,588. 2023 AMOUNT: $ 382,418. 2024 AMOUNT: $ 416,853. PURCHASE DISCOUNTS - 2021 AMOUNT: $ 23,437. 2022 AMOUNT: $ 23,014. 2023 AMOUNT: $ 17,537. 2024 AMOUNT: $ 16,054. TELEPHONE TV - 2021 AMOUNT: $ 15,398. 2022 AMOUNT: $ 16,541. 2023 AMOUNT: $ 17,475. 2024 AMOUNT: $ 14,496. BAD DEBT RECOVERY - 2023 AMOUNT: $ 7,113. 4503936 4503936 23623249 2128833 21494416 1444237 512037 932200 14069 634 13435 26943987 BOND ESCROW FUNDS 2279864 DUE FROM RELATED PARTIES 58780 OTHER RECEIVABLES 30619 2369263 DUE TO RELATED PARTIES 81 DUE TO THIRD PARTIES 35714 35795 X PART X, LINE 2: ALL THE MEMBERS OF THE ORGANIZATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE CODES. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. ADDITIONALLY, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. 0 0 0 0 0 0 0 0 0 ANGELA BOVILL PRESIDENT & CEO 0 511486 0 190500 0 8441 0 31000 0 11601 0 753028 0 0 KRISTINE HANSCOM EXECUTIVE VP/CFO/COO 0 288620 0 30000 0 4588 0 21769 0 7584 0 352561 0 0 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCEMENT 0 245000 0 0 0 473 0 377 0 0 0 245850 0 0 BRENNA SCHNEIDER CHIEF OR SOCIAL INNOVATION 0 178888 0 0 0 3756 0 17539 0 0 0 200183 0 0 PAUL HALSTEAD CHIEF TECHNOLOGY OFFICER 0 173320 0 0 0 10261 0 23500 0 81 0 207162 0 0 RUTH MAENZANISE NURSING 151597 0 4700 0 0 0 0 0 5149 0 161446 0 0 0 PART I, LINE 3 ASCENTRIA CARE ALLIANCE, INC. (ACA) IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED AND PAID BY ACA. THE CEO OF ACA IS THE PRINCIPAL REPRESENTATIVE OF ASCENTRIA CARE ALLIANCE, INCLUDING ITS AFFILIATES AND SUBSIDIARIES, AND IS THE PERSON RESPONSIBLE FOR THE EFFICIENT OPERATION OF THE ACA, ITS AFFILIATES, AND ITS SUBSIDIARIES. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ACA ANNUALLY EVALUATES THE CEO ON HIS/HER PERFORMANCE. THE CHAIR OF ACA'S BOARD OF DIRECTORS, AN UNCOMPENSATED VOLUNTEER, IS THE CHAIR OF THE EXECUTIVE COMMITTEE AND IS INDEPENDENT WITHOUT UNDUE INFLUENCE FROM THE CEO. THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH TO MAKE A RECOMMENDATION FOR THE COMPENSATION OF THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS, DOCUMENTED PHONE CALLS ABOUT SIMILAR CEO POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMMITTEE WILL DOCUMENT ITS DECISIONS IN THE MINUTES OF THE MEETING. THE DOCUMENTATION OF THE CEO'S COMPENSATION INCLUDES: A DISCUSSION OF THE CEO'S RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW; DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; LIST OF COMMITTEE MEMBERS PRESENT DURING THE DISCUSSION; ACTIONS TAKEN WITH RESPECT TO ANY CONFLICTS OF INTEREST BY ANY MEMBER WITH RESPECT TO THE DECISION ON THE COMPENSATION; AND A RECORD OF THE RESULT OF THE COMPENSATION VOTE. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YQ51 2021-07-15 62091558 BUILDING CONSTRUCTION AND REFUNDING SERIES 2015 BONDS 0 0 1 A 1365000 24836623 1407200 494860 12616194 10318369 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF SIX PERSONS, INCLUDING THE CHAIRPERSON, VICE CHAIRPERSON, FINANCIAL SECRETARY AND SECRETARY OF THE BOARD OF DIRECTORS, AND THE PRESIDENT/CEO OF LSSNE (OR THAT DIRECTOR WHO IS HIS OR HER DESIGNEE). THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT ON BEHALF OF THE ENTIRE BOARD OF DIRECTORS ON MATTERS THAT REQUIRE ATTENTION AT TIMES WHEN A REGULAR OR SPECIAL MEETING CANNOT BE CALLED. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO CHANGE THE LOCATION OF THE CORPORATION, AMEND THE BY-LAWS, ELECT OFFICERS OR DIRECTORS TO FILL VACANCIES, REMOVE OFFICERS OR DIRECTORS, OR AUTHORIZE A MERGER. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS ANGELA BOVILL, KRISTINE HANSCOM, NICHOLAS RUSSO, TARA BROWNE, NICHOLAS SOUSA, BRENNA SCHNEIDER, CHRISTINE TAPPAN, AND PAUL HALSTEAD HAVE A BUSINESS RELATIONSHIP WITH ALL OF THE BOARD MEMBERS BECAUSE THESE OFFICERS ARE EMPLOYED BY A RELATED ORGANIZATION OF WHICH THE DIRECTORS ARE ALSO BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS ASCENTRIA CARE ALLIANCE, INC. (FKA LUTHERAN SOCIAL SERVICES OF NEW ENGLAND, INC.). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF ASCENTRIA CARE ALLIANCE, INC.'S GOVERNING BOARD ELECT ALL THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE TRANSACTIONS SUBJECT TO MEMBER APPROVAL ARE ACQUISITIONS OF DEBT, SALE OF ASSETS, ANNUAL BUDGET, MERGERS AND BYLAW REVISIONS. FORM 990, PART VI, SECTION B, LINE 11B FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY CONFLICTS. CONFLICTS ARE REVIEWED BY THE CEO AND THE GOVERNANCE COMMITTEE. BOARD MEMBERS WITH CONFLICTS ARE RESTRICTED ON VOTING ON ANY ACTIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ MA 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0