2024-07-22T14:09:57-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 452047960 ARBOR HILL ASSISTED LIVING ARBO 4014387210 153 DEAN STREET PROVIDENCE RI 02903 JOSEPH DURAND CHIEF FINANCIAL OFFICER 4014387210 2024-07-19 1 JOSEPH DURAND 999009999 0 DANIELLE NIHILL P01350943 7819821001 2024-07-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOSEPH DURAND 40 IRVING AVENUE EAST PROVIDENCE RI 02914 2351249 0 X WWW.ARBOR-HILL.ORG X 2011 RI ARBOR HILL ASSISTED LIVING, ALDERSBRIDGE COMMUNITIES' NEWEST FACILITY, IS LOCATED IN THE HEART OF HISTORIC FEDERAL HILL AREA IN PROVIDENCE AND PROVIDES HOUSING AND SERVICES FOR SENIORS 62 YEARS OF AGE OR OLDER OF MODEST MEANS. THEY HAVE STUDIO APARTMENTS AS WELL AS ONE BEDROOM UNITS AND ONE BEDROOM SUITES THAT CAN ACCOMMODATE ONE AND TWO PERSON LIVING ARRANGEMENTS. IT OFFERS ASSISTED LIVING FACILITIES WITH HOUSING UNITS FOR ONE TO TWO PERSONS WITH FULL DINING, PERSONAL CARE AND MEDICATION ASSISTANCE, HEALTH SERVICES, HOUSEKEEPING, LAUNDRY AND TRANSPORTATION AS WELL AS A WIDE VARIETY OF PLANNED ACTIVITIES AND OUTINGS. SERVICES AT ARBOR HILL ARE PROVIDED WITH THE GOAL OF GIVING RESIDENTS THE OPPORTUNITY TO MAINTAIN INDEPENDENCE WITH DIGNITY AND RESPECT IN A CARING COMMUNITY, IN A PLACE THAT TRULY FEELS LIKE HOME. 18 18 52 18 0 0 418798 10000 2433260 2336450 6525 4535 613 264 2859196 2351249 7356 555552 0 0 1236747 1376581 0 0 0 846859 826859 2090962 2758992 768234 -407743 2701736 2578058 2343171 2627236 358565 -49178 ARBOR HILL'S MISSION IS TO PROVIDE ASSISTED LIVING AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULLNESS IN LONGER LIVING. 0 0 2329878 555552 2336450 THE ORGANIZATION OPERATES AN AFFORDABLE 53-UNIT ASSISTED LIVING CENTER WITH SERVICES PROVIDED TO THE RESIDENTS SUCH AS MEALS, HOUSEKEEPING, TRANSPORTATION, AND HAIRDRESSING/BARBER SERVICES. THE ORGANIZATION STRIVES TO PROVIDE A CARING LIVING ENVIRONMENT THAT PROVIDES DIGNITY TO ITS RESIDENTS, ALONG WITH SERVICES TO ADDRESS THE EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS AND SIMILAR NEEDS OF THE ELDERLY. 2329878 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 4 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOSEPH DURAND 4014387210 153 DEAN STREET PROVIDENCE RI 02903 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 0.00 40.00 X 0 265827 27796 JOSEPH DURAND CHIEF FINANCIAL OFFICER 5.00 40.00 X 0 137946 23156 JAMIE SANFORD ADMINISTRATOR 0.00 40.00 X 0 135769 23113 SANDRA CULLEN CHIEF OPERATING OFFICER 10.00 30.00 X 0 121552 14605 SUSAN ABELY BOARD MEMBER 2.00 7.00 X 0 0 0 ROBERT GAUTHIER BOARD MEMBER 0.00 2.00 X 0 0 0 BRUCE W GLASS BOARD MEMBER 0.00 2.00 X 0 0 0 JODI GLASS BOARD MEMBER 0.00 2.00 X 0 0 0 JENNIE HENRIQUES BOARD MEMBER 0.00 1.00 X 0 0 0 JOHN O'ROURKE BOARD MEMBER 1.00 3.00 X 0 0 0 FRANCIS RICHARDS BOARD MEMBER 1.00 4.00 X 0 0 0 ELIZABETH HOWLETT BOARD MEMBER 1.00 4.00 X 0 0 0 JASON PRECIPHS ESQ BOARD MEMBER 1.00 4.00 X 0 0 0 VALERIE PERRY BOARD MEMBER 0.00 2.00 X 0 0 0 REV DR JAMES MARTIN BOARD MEMBER 1.00 4.00 X 0 0 0 JOCELYNE DEGOUVENAIN BOARD MEMBER 0.00 1.00 X 0 0 0 BISHOP PEGGY JOHNSON BOARD MEMBER 0.00 1.00 X 0 0 0 TJ DELSANTO BOARD MEMBER 0.00 1.00 X 0 0 0 DONALD RIPLEY PRESIDENT 1.00 6.00 X X 0 0 0 MICHAEL COLE VICE PRESIDENT 1.00 6.00 X X 0 0 0 HANNAH BELL-LOMBARDO SECRETARY 1.00 7.00 X X 0 0 0 LAUREN FLORIO TREASURER 1.00 6.00 X X 0 0 0 0 661094 88670 0 0 1 0 0 10000 10000 ROOM AND BOARD INCOME 623000 2321860 2321860 ANCILLARY SERVICE INCO 623000 14590 14590 2336450 4535 4535 OTHER INCOME 623990 264 264 264 2351249 2336450 0 4799 555552 555552 1134878 947867 187011 136617 114105 22512 105086 87769 17317 14781 12345 2436 406 406 6456 6456 9063 9063 6701 6701 43115 43115 130385 130385 1811 1811 76053 76053 109641 109641 116361 24221 92140 FOOD 154296 154296 PROGRAM SUPPLIES 47652 47652 TELEPHONE 40865 15518 25347 MAINTENANCE - PURCHASED 25235 25235 44038 29239 14799 2758992 2329878 429114 0 373710 89877 154500 168561 230441 8556 8454 2695792 940443 1681445 1755349 469464 339437 2701736 2578058 277206 243581 119152 119152 35851 36601 1910962 2227902 2343171 2627236 X 347565 -60178 11000 11000 358565 -49178 2701736 2578058 -407743 0 X X 0 1 X 1 0 X 14818 613624 258518 418798 10000 1315758 1895441 1746360 1945486 2433260 2336450 10356997 1910259 2359984 2204004 2852058 2346450 11672755 0 0 0 11672755 53 34 18 6525 4525 11155 53 34 18 6525 4525 11155 479 12093 15883 613 264 29332 1910791 2372111 2219905 2859196 2351239 11713242 0.99650 0.95370 0.00100 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 479. 2020 AMOUNT: $ 12,093. 2021 AMOUNT: $ 15,883. 2022 AMOUNT: $ 613. 2023 AMOUNT: $ 264. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 280904 280904 2155068 809214 1345854 192260 70621 121639 67560 60608 6952 1755349 SECURITY DEPOSIT 36804 DUE FROM AFFILIATE 264529 RIGHT OF USE ASSET 38104 339437 LONG TERM DEBT 1212840 AMOUNTS DUE TO AFFILIATES 941745 ACCRUED MANAGEMENT FEES 34951 LEASE LIABILITIES 38366 2227902 X PART IV, LINE 2B: ARBOR HILL OBTAINS SECURITY DEPOSITS FROM ITS RESIDENTS AND HOLDS THEM IN AN ESCROW ACCOUNT. PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. FOLLOWING IS THE TEXT OF THE FINANCIAL STATEMENT FOOTNOTE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND ITS SUBSIDIARIES AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION AND ITS SUBSIDIARIES HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. THE ORGANIZATION AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION AND ITS SUBSIDIARIES RECOGNIZE INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INTEREST EXPENSE. 0 ALDERSBRIDGE COMMUNITIES 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500898 501(C)3 555552 0 SUPPORT OF RELATED ORGANIZATION. 1 0 0 0 0 0 0 0 0 0 0 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 0 233567 0 32260 0 0 0 13928 0 13868 0 293623 0 0 JOSEPH DURAND CHIEF FINANCIAL OFFICER 0 125789 0 12157 0 0 0 7547 0 15609 0 161102 0 0 JAMIE SANFORD ADMINISTRATOR 0 125067 0 10702 0 0 0 7504 0 15609 0 158882 0 0 SCHEDULE J PART I LINE 3 EXPLANATION THE SOLE MEMBER OF THIS CORPORATION, ALDERSBRIDGE COMMUNITIES' FINANCE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JOSEPH DURAND, SANDRA CULLEN, RICHARD GAMACHE, AND JAMIE SANFORD HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER THROUGH THEIR EMPLOYMENT BY RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS ALDERSBRIDGE COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP OF THE ORGANIZATION ARE ELECTED TO THE CORPORATION BY THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH. FORM 990, PART VI, SECTION B, LINE 11B IT IS ARBOR HILL ASSISTED LIVING'S POLICY THAT ARBOR HILL'S FINANCE COMMITTEE REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATION'S BEHALF. THE FINANCE COMMITTEE WILL REPORT ITS REVIEW TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND MANAGER TO PROVIDE AN INITIAL AND THEREAFTER AN ANNUAL CONFLICT OF INTEREST STATEMENT ATTESTING THAT HE OR SHE HAS READ AND IS FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. IN THE CONFLICT OF INTEREST POLICY THEY ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR BUSINESS DEALINGS IN WHICH THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST TO EXIST. THE CHIEF EXECUTIVE OFFICER ENSURES THAT CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL THOSE REQUIRED. IF A CONFLICT OF INTEREST ARISES THEN IT IS REFERRED TO THE EXECUTIVE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL MANAGEMENT EMPLOYEES FOR COMPENSATION DECISIONS. THESE DECISIONS ARE MADE WITHIN THE PARAMETERS ESTABLISHED IN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE CHIEF EXECUTIVE OFFICER COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE MAIN OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500898 MANAGES THE OPERATIONS AND FUNDRAISING ACTIVITIES OF RELATED ORGANIZATIONS RI 501(C)(3) LINE 7 N/A 0 ALDERSBRIGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500900 HANDLES THE INVESTMENTS AND OTHER SUPPORTING ACTIVITIES RI 501(C)(3) LINE 12A, I ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500899 OPERATION OF AN 73 BED NURSING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 7 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050318003 OPERATES A 114 UNIT RETIREMENT AND ASSISTED LIVING CENTER RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 0 1 0 1 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0 ALDERSBRIDGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) E 941745 CASH LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) B 341980 CASH ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) B 213572 CASH ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) D 228063 CASH