2026-05-08T10:22:41-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 042775393 LUTHERAN HOME OF JAMAICA PLAIN INC LUTH 5087548877 174 FOREST HILLS STREET JAIMAICA PLAIN MA 02130 ANGELA BOVILL PRESIDENT & CEO 7742433900 2026-05-05 1 1 DANIELLE NIHILL P01350943 7819821001 2026-05-05 2024 2025-03-06 01:10:19Z LAUREL RIDGE REHABILITATION AND SKILLED CARE CENTER ANGELA BOVILL 174 FOREST HILLS STREET JAIMAICA PLAIN MA 02130 16897999 0 6011 X WWW.ASCENTRIA.ORG X 1992 MA WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 7 6 269 6 0 0 135275 0 15354496 16857926 0 0 40714 40073 15530485 16897999 0 0 0 0 9715484 10517050 0 0 0 5986997 5986383 15702481 16503433 -171996 394566 23732471 23718471 15315002 15244563 8417469 8473908 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 13709508 0 16857926 THE ORGANIZATION OPERATES A 120-BED NURSING FACILITY WHICH PROVIDES SKILLED NURSING AND REHABILITATIVE SERVICES TO THE ELDERLY. 13709508 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 30 0 1 269 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 5087548877 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 DANIELLE FRANCILLON NURSING 40.00 0.00 X 232598 0 3382 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 MAXINE ALLEN NURSING 40.00 0.00 X 165304 0 0 COLIN OLEARY ADMINISTRATOR 40.00 0.00 X 153826 0 4512 ROSE PIERRE NURSING 40.00 0.00 X 149191 0 8440 HAWA VANDI NURSING 40.00 0.00 X 147489 0 953 NICHOLAS RUSSO SR. DIR. OF TREASURY 1.00 39.00 X 0 144716 4334 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 848408 1925990 150475 17 0 1 0 CLAY & ASSOCIATES 560 FOX HILL RD CHATHAM MA 02633 CLINICAL CONSULTANT 224543 1 RESIDENT SERVICE REVENUE 623000 16857926 16857926 16857926 PURCHASE DISCOUNTS 623000 24263 24263 OTHER INCOME 623000 13830 13830 TELEPHONE & TV 623000 1980 1980 40073 16897999 16857926 0 40073 9218196 8319537 898659 62167 56106 6061 512007 462093 49914 724680 654033 70647 349153 349153 55021 50212 4809 40727 40727 30458 27721 2737 51330 46844 4486 1770760 1110687 660073 902574 823689 78885 5286 4824 462 578677 528081 50596 981641 523766 457875 295551 269710 25841 MEDICAL AND SUPPLIES 425120 425120 ANCILLARY EXPENSES 407085 407085 BAD DEBTS 93000 93000 16503433 13709508 2793925 0 455032 1474829 2881163 2866185 70199 236713 21284325 4374293 17349751 16910032 1600000 1200000 1376326 1030712 23732471 23718471 1040732 1170459 4121 17828 13410607 12929114 859542 1127162 15315002 15244563 X 8417469 8473908 8417469 8473908 23732471 23718471 X 394566 -338127 X 0 1 X 1 0 X 2261673 2057858 280583 135275 0 4735389 12068199 13636695 14185908 15354496 16857926 72103224 14329872 15694553 14466491 15489771 16857926 76838613 0 0 0 76838613 64600 30920 61796 40714 40073 238103 14394472 15725473 14528287 15530485 16897999 77076716 0.99690 0.99560 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 19,408. 2021 AMOUNT: $ 4,671. 2022 AMOUNT: $ 38,802. 2023 AMOUNT: $ 18,737. 2024 AMOUNT: $ 13,830. PURCHASE DISCOUNTS - 2020 AMOUNT: $ 39,479. 2021 AMOUNT: $ 21,521. 2022 AMOUNT: $ 20,201. 2023 AMOUNT: $ 19,707. 2024 AMOUNT: $ 24,263. TELEPHONE TV - 2020 AMOUNT: $ 5,713. 2021 AMOUNT: $ 4,728. 2022 AMOUNT: $ 2,793. 2023 AMOUNT: $ 2,270. 2024 AMOUNT: $ 1,980. 1000000 1000000 18864585 3794927 15069658 898616 571078 327538 521124 8288 512836 16910032 DUE TO RELATED PARTY 692597 LEASE LIABILITY 4221 FORGIVABLE LOAN PAYABLE 430344 1127162 X 16897999 0 16897999 0 16897999 16841560 338127 338127 16503433 0 16503433 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES IN ACCORDANCE WITH PRESCRIBED STATUTES. THE ORGANIZATION HAS NOT BEEN EXAMINED FOR ANY OPEN YEARS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 338,127. 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 DANIELLE FRANCILLON NURSING 232598 0 0 0 0 0 0 0 3382 0 235980 0 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 MAXINE ALLEN NURSING 165304 0 0 0 0 0 0 0 0 0 165304 0 0 0 COLIN OLEARY ADMINISTRATOR 146941 0 6885 0 0 0 0 0 4512 0 158338 0 0 0 ROSE PIERRE NURSING 149191 0 0 0 0 0 0 0 8440 0 157631 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 2017-06-12 16800000 BUILDING PURCHASE 0 0 0 A 3743222 16800000 300144 16499856 2017 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 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 THE FORM 990 IS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. 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 ANY DIRECTOR, OFFICER, EMPLOYEE, COMMITTEE MEMBER, OR VOLUNTEER OF ACA OR ITS SUBSIDIARIES, WHETHER BECAUSE OF HIS/HER EMPLOYMENT, BUSINESS INTERESTS, INVESTMENTS, OR OTHERWISE, WHO HAS INTERESTS THAT DO OR MAY, DIRECTLY OR INDIRECTLY, COMPETE WITH OR BE IN CONFLICT WITH THE INTERESTS OF ACA SHALL PROMPTLY DISCLOSE ALL MATERIAL FACTS OF SUCH CONFLICT OF INTEREST IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS AND/OR TO THE PRESIDENT OF ACA. SUCH PERSON SHALL ALSO ANNOUNCE THE SAME AT ANY MEETING OR DISCUSSION IN WHICH HE/SHE IS A PARTICIPANT AND AT WHICH SUCH CONFLICT ARISES AND SHALL REFRAIN FROM ACTING THEREON. AFTER DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER ACA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ACA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 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. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -338,127. RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ MA 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0