2024-10-22T16:16:41-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 454741875 COLONY CARE SENIOR LIVING INC COLO 4134551122 74 WALNUT STREET SPRINGFIELD MA 01105 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 4134551122 2024-10-21 1 1 KATARZYNA O PADZIK P02268641 7819821001 2024-10-21 2023 2024-10-15 13:58:12Z ALAN POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 4155857 0 X WWW.COLONYCAREATHOME.COM X 2015 MA PROVIDE SENIOR CARE, HOME COMPANIONS & FAMILY RESPITE CARE. 9 8 226 9 0 0 61874 98103 3221638 4052343 5 5133 404 278 3283921 4155857 0 0 0 0 2380608 2576810 0 0 0 567816 492577 2948424 3069387 335497 1086470 726515 1112914 104470 211947 622045 900967 THE ORGANIZATION'S MISSION IS TO PROVIDE HOME CARE SERVICES TO AND FOR THE ELDERLY AND INDIVIDUALS WITH SHORT OR LONG-TERM ILLNESSES OR DISABILITIES. 0 0 2811660 0 4052343 HOME CARE SERVICES - PROVIDES SENIOR CARE, HOME COMPANIONS AND FAMILY RESPITE CARE BOTH IN-FACILITY AND AT-HOME. THE ORGANIZATION PROVIDED MORE THAN 104,000 HOURS OF SERVICES TO CLIENTS IN 2023. 2811660 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 8 0 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X WILLIAM HAWKINS 4137331511 74 WALNUT ST SPRINGFIELD MA 01105 ALAN POPP PRESIDENT & CEO 5.00 45.00 X X 27297 245668 28087 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 6.00 34.00 X 26886 152357 17564 MARY BETH DOWD EXECUTIVE DIRECTOR 40.00 0.00 X 104007 0 32695 JOHN MORSE CHAIR 1.00 3.00 X X 0 0 0 ALLISON EBNER VICE PRESIDENT 1.00 3.00 X X 0 0 0 JEFF SATTLER TREASURER 1.00 3.00 X X 0 0 0 SUSAN MCCOY ESQ SECRETARY 1.00 3.00 X X 0 0 0 KATHI DONOHUE TRUSTEE 1.00 3.00 X 0 0 0 CARLTON PICKRON TRUSTEE 1.00 3.00 X 0 0 0 EMILY LEONCZYK TRUSTEE (AS OF 6/23) 1.00 3.00 X 0 0 0 PAUL MARCHESE TRUSTEE (AS OF 6/23) 1.00 3.00 X 0 0 0 CHERYL STANLEY TRUSTEE (THROUGH 6/23) 1.00 3.00 X 0 0 0 PAT GRENIER TRUSTEE (THROUGH 6/23) 1.00 3.00 X 0 0 0 158190 398025 78346 1 0 1 0 0 61204 36899 98103 PATIENT SERVICE REVENUE 624100 4052343 4052343 4052343 5133 5133 MISC. REVENUE-EXCLUDED-990 900099 278 278 278 4155857 4052343 0 5411 59626 30106 29520 2467331 2409569 57762 8557 5990 2567 20683 14478 6205 20613 14429 6184 227167 207056 20111 21624 21624 12807 675 12132 49266 30144 19122 22114 22114 43549 43421 128 76 76 28588 28588 76405 46948 29457 RESIDENT SERVICES 8844 8844 CREDIT LOSSES 2137 2137 3069387 2811660 257727 0 138737 71600 239428 415717 621071 0 9 0 38361 33005 45026 14728 30800 30298 102891 76757 0 40755 726515 1112914 67954 48073 135409 9692 0 26824 28465 104470 211947 X 622045 900967 622045 900967 726515 1112914 X 1086470 -807548 X 0 1 X 1 0 X 1005 366360 3206 50706 98103 519380 2667329 3240496 3537575 3221638 4052343 16719381 2668334 3606856 3540781 3272344 4150446 17238761 336635 256769 709959 61204 1364567 49326 78875 154718 240431 523350 385961 335644 864677 301635 1887917 15350844 15 37 6 5 5133 5196 15 37 6 5 5133 5196 576 11976 278 12830 2668349 3607469 3540787 3284325 4155857 17256787 0.88960 0.89830 0.00030 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 576. 2022 AMOUNT: $ 11,976. 2023 AMOUNT: $ 278. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42526 14561 27965 2500 167 2333 30298 RELATED PARTY LOANS 28465 28465 X PART X, LINE 2: COLONY CARE SENIOR LIVING, INC. IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS, INCLUDING THE ORGANIZATION'S TAX-EXEMPT STATUS, AND BELIEVES THAT THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. X X X 0 0 0 1 1 1 1 1 0 ALAN POPP PRESIDENT & CEO 21991 197915 4451 40060 855 7693 0 0 2809 25278 30106 270946 0 0 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 25364 143732 1447 8200 75 425 1095 6206 1539 8724 29520 167287 0 0 PART I, LINE 3 ALAN POPP, PRESIDENT & CEO, AND WILLIAM HAWKINS, CHIEF FINANCIAL OFFICER, PERFORM MANAGEMENT DUTIES, BUT THEIR SALARY AND BENEFITS ARE PAID OUT OF A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC., AND A PORTION OF THEIR SALARY AND BENEFITS IS REIMBURSED BY THE FILING ORGANIZATION THROUGH THE MANAGEMENT FEE. THE RELATED PARTY COMPENSATION REVIEW PROCESS INCLUDES, BUT IS NOT LIMITED TO THE USE OF THE FOLLOWING: (1) INDEPENDENT COMPENSATION CONSULTANT, (2) COMPENSATION SURVEY OR STUDY AND (3) APPROVAL BY THE BOARD. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED. PART I, LINE 5 THE PRESIDENT & CEO RECEIVES AN ANNUAL PERFORMANCE BONUS THAT IS BASED IN PART UPON THE REVENUES OF THE ORGANIZATION AND TWO RELATED ORGANIZATIONS. PART I, LINE 6 THE PRESIDENT & CEO RECEIVES AN ANNUAL PERFORMANCE BONUS THAT IS BASED IN PART UPON THE NET EARNINGS OF THE ORGANIZATION AND TWO RELATED ORGANIZATIONS. PART I, LINE 7 THE PRESIDENT & CEO RECEIVES AN ANNUAL PERFORMANCE BONUS THAT IS BASED IN PART UPON THE ACHIEVEMENT OF OTHER GOALS. FORM 990, PART V, LINE 2A THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. THIS INCLUDES THE EXECUTIVE DIRECTOR THAT IS INCLUDED IN THE RELATED ORGANIZATION'S FORM W-3 AS THE COMMON PAYMASTER AND WHOSE SALARY IS REIMBURSED BY THE FILING ORGANIZATION THROUGH THE MANAGEMENT FEE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION PAYS MASON WRIGHT FOUNDATION, INC. FOR MANAGEMENT SERVICES. MANAGEMENT SERVICES INCLUDED, BUT WERE NOT LIMITED TO, SUPERVISING PERSONNEL, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS. IN 2023, $286,793 WAS PAID FOR MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE MASON WRIGHT FOUNDATION, THE SUPPORTING ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF DIRECTORS, THE MASON WRIGHT FOUNDATION APPOINT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE MASON WRIGHT FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE BOARD DELEGATES THE FINANCE COMMITTEE WITH RESPONSIBILITY FOR THE REVIEW OF THE FORM 990. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS SHALL DISCLOSE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER OFFICERS. ANNUALLY, TRUSTEES SHALL DISCLOSE FAMILY AND BUSINESS INTERESTS THAT COULD ARISE TO A CONFLICT OF INTEREST. A REPORT OF SUCH DISCLOSURE(S) SHALL BE MADE TO THE FULL BOARD OF TRUSTEES, AND SAID REPORT SHALL BE APPENDED TO THE MINUTES OF THE MEETING AT WHICH THE REPORT IS MADE. NO CONFLICT OF INTEREST EXISTS WHEN, AFTER FULL DISCLOSURE OF THE POTENTIAL CONFLICT, THE BOARD OR MANAGEMENT UNDERTAKES AN ACTION THAT PROVIDES FAIR AND REASONABLE EXCHANGE OF GOODS AND SERVICES. IF A POTENTIAL OR ACTUAL CONFLICT WERE TO ARISE THE INDIVIDUAL(S) INVOLVED WOULD ABSTAIN FROM ANY DISCUSSION OR VOTE RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 ALAN POPP, PRESIDENT & CEO, AND WILLIAM HAWKINS, CHIEF FINANCIAL OFFICER, PERFORM MANAGEMENT DUTIES, BUT THEIR SALARY AND BENEFITS ARE PAID OUT OF A RELATED ORGANIZATION, MASON WRIGHT FOUNDATION, INC., AND A PORTION OF THEIR SALARY AND BENEFITS IS REIMBURSED BY THE FILING ORGANIZATION THROUGH THE MANAGEMENT FEE. THE RELATED PARTY COMPENSATION REVIEW PROCESS INCLUDES, BUT IS NOT LIMITED TO THE USE OF THE FOLLOWING: (1) INDEPENDENT COMPENSATION CONSULTANT, (2) COMPENSATION SURVEY OR STUDY AND (3) APPROVAL BY THE BOARD. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED. 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: EQUITY TRANSFER -807,548. MASON WRIGHT FOUNDATION INC 74 WALNUT STREET SPRINGFIELD MA 01105 042105936 OPERATING FOUNDATION FOR COMMUNITY SENIORS & CHILDREN MA 501(C)(3) PF N/A 0 MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 471890506 SENIOR ASSISTED & INDEPENDENT LIVING MA 501(C)(3) LINE 10 MASON WRIGHT FOUNDATION INC 0 BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 821978704 EARLY EDUCATION MA 501(C)(3) LINE 10 MASON WRIGHT FOUNDATION INC 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0