2024-11-14T14:57:15-06:00 2023-12-31 221478099 COHNREZNICK LLP 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 990 2023-01-01 881716971 2LIFE OPUS NEWTON INC 2LIF 6179128400 30 WALLINGFORD ROAD BRIGHTON MA 02135 BENJAMIN MAHNKE OFFICER 6179128400 2024-11-13 1 0 LORI ROTHE YOKOBOSKY CPA P01273422 4107834900 2023 2024-10-15 13:58:12Z BENJAMIN MAHNKE 30 WALLINGFORD ROAD BRIGHTON MA 02135 113503 0 X HTTPS://WWW.2LIFECOMMUNITIES.ORG/ X 2022 MA SEE SCHEDULE O.2LIFE IS DEDICATED TO THE VISION THAT EVERY OLDER ADULT SHOULD HAVE THE OPPORTUNITY TO LIVE A FULL LIFE OF CONNECTION AND PURPOSE IN A DYNAMIC SUPPORTIVE ENVIRONMENT. 2LIFE CALLS THIS CONCEPT "AGING IN COMMUNITY AND 2LIFE AIMS TO ALLOW INDIVIDUALS TO DO SO WITH A FOCUS ON AFFORDABILITY. 2LIFE MISSION IS TO WELCOME SENIORS OF ALL BACKGROUNDS AND TO ENABLE AGING IN COMMUNITIES OF ENGAGEMENT, CONNECTION AND PURPOSE BY PROVIDING SUPERIOR AFFORDABLE HOUSING, PROVIDING SUPPORT SERVICES THAT MEET THE NEEDS OF DIVERSE RESIDENTS AS THEY AGE, BUILDING CONNECTION AND COMMUNITY WITHIN ITS WALLS AND IN ITS SURROUNDING NEIGHBORHOODS AND PROMOTING AGING IN COMMUNITY AS A PREFERRED CHOICE FOR HEALTHY AGING. 3 3 0 3 0 0 0 0 0 0 10030 84677 0 28826 10030 113503 0 0 0 0 0 0 0 0 0 0 55499 0 55499 10030 58004 4616864 23881024 4606834 23812990 10030 68034 X 2LIFE OPUS NEWTON INC DEVELOPS, OWNS AND OPERATES ELDERLY HOUSING TO QUALIFIED PERSONS IN NEWTON, MASSACHUSETTS, AND WILL PROVIDE A BROAD RANGE OF SOCIAL AND SUPPORTIVE SERVICES WITHIN SUCH HOUSING FACILITY. THE 2LIFE OPUS NEWTON INC WILL OPERATE A MODERATE-INCOME SENIOR LIVING FACILITY EXCLUSIVELY FOR RESIDENTS 62 YEARS OF AGE AND OLDER LOCATED IN NEWTON, MASSACHUSETTS. 0 0 55499 28826 THE FACILITY WILL CONSIST OF INDEPENDENT LIVING APARTMENTS WITH SUPPORTIVE AND SOCIAL SERVICES, INCLUDING FITNESS AND WELLNESS OFFERINGS, SPIRITUAL PROGRAMMING, A SOCIAL DAY PROGRAM, ACCESS TO TRANSPORTATION COORDINATION ASSISTANCE, ON-SITE CARE NAVIGATION FOR RESIDENTS NEEDING SUPPORTIVE SERVICES, ON-SITE WELLNESS CENTER WITH SERVICES AVAILABLE FROM THIRD PARTY CARE PARTNERS, LONG-TERM SUPPORTS (INCLUDING PERSONAL CARE AND HOME HEALTH CARE) ON A FEE FOR SERVICE BASIS, ON-SITE SOCIAL ENGAGEMENT PROGRAM WITH SPECIALIZED ACTIVITIES FOR RESIDENTS WITH MEMORY LOSS OR PHYSICAL IMPAIRMENT, AND MANY VOLUNTEER OPPORTUNITIES FOR RESIDENTS. 55499 1 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DIANE LEEMING 6179128474 30 WALLINGFORD ROAD BRIGHTON MA 02135 ROBERT GIFFORD DIRECTOR 1.00 3.00 X 0 0 0 ADAM SCOTT DIRECTOR 1.00 2.00 X 0 0 0 JEFF SACKS CHAIR/DIRECTOR 1.00 7.00 X X 0 0 0 AMY SCHECTMAN PRESIDENT 1.00 39.00 X 0 302225 13523 LIZBETH HEYER VICE PRESIDENT/CLERK 1.00 39.00 X 0 218424 46246 KAREN EDLUND CHIEF OF BUSINESS STRATEGY, TREASURER 5.00 35.00 X 0 207373 26147 HENRY KORMAN FORMER GENERAL COUNCIL, ASSISTANT CLERK 1.00 39.00 X 0 0 0 0 728022 85916 0 0 1 0 0 84677 84677 ADMIN FEE REVENUE 900099 28826 28826 28826 113503 28826 0 84677 55147 55147 REPAIR AND MAINTENANCE 352 352 55499 55499 0 0 4316030 6232295 17573655 300834 75074 4616864 23881024 500 851 104500 17628802 4606334 6078837 4606834 23812990 X 0 0 0 0 10030 68034 10030 68034 4616864 23881024 58004 0 X 0 1 X 1 0 X 0 10030 84677 94707 10030 84677 94707 28826 28826 10030 113503 123533 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 28,826. 0 1 X 0 INVESTMENTS 17573655 C 17573655 OPUS DEPOSIT PAYABLE 6078837 6078837 X PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSIT RELATED TO THE WAITLIST FOR WHEN A UNIT BECOMES AVAILABLE. IT WILL BE APPLIED TO THE RESIDENT'S OPUS SHARE WHEN THEY MOVE-IN. PART X, LINE 2: THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2023. DUE TO ITS TAX-EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2020 REMAIN OPEN. X X X X 0 0 0 0 0 0 0 0 0 AMY SCHECTMAN PRESIDENT 0 246229 0 25000 0 30996 0 13523 0 0 0 315748 0 0 LIZBETH HEYER VICE PRESIDENT/CLERK 0 210286 0 0 0 8138 0 11014 0 35232 0 264670 0 0 KAREN EDLUND CHIEF OF BUSINESS STRATEGY, TREASURE 0 191050 0 7500 0 8823 0 10148 0 15999 0 233520 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION BY-LAWS CONSENT 2LIFE OPUS, INC. TO BEING ADMITTED AS THE SOLE MEMBER OF 2LIFE OPUS NEWTON, INC. FORM 990, PART VI, SECTION A, LINE 7A SAME EXPLANATION AS FORM 990, PART VI, SECTION A, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS DELEGATES TO THE AUDIT COMMITTEE THE REVIEW AND APPROVAL OF THE CORPORATION'S FORM 990 ANNUALLY. SUBSEQUENT TO ITS APPROVAL, THE AUDIT COMMITTEE WILL THEN ISSUE A REPORT TO THE BOARD AND ENSURE AND THE COMPLETE FORM 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED ANNUALLY TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST BETWEEN ORGANIZATION AND THE DIRECTOR AND/OR FAMILY MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEE SALARIES ARE PAID BY 2LIFE COMMUNITIES SERVICES INC. AN EMPLOYEE CAN DEVOTE A PORTION OF HIS OR HER TIME TO DIFFERENT 2LIFE ENTITIES. SALARY EXPENSES ARE THEN APPROPRIATELY ALLOCATED AND CHARGED TO 2LIFE ENTITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS UPON REQUEST. 2LIFE COMMUNITIES SERVICES INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 043166862 LOW INC HSNG MA 501(C)(3) LINE 12A, I 2LIFE COMMUNITIES INC 0 2LIFE COMMUNITIES INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 042478888 LOW INC HSNG MA 501(C)(3) LINE 10 N/A 0 2LIFE DEVELOPMENT INC 31 WALLINGFORD ROAD BRIGHTON MA 02135 042609432 LOW INC HSNG MA 501(C)(3) LINE 10 2LIFE COMMUNITIES INC 0 2LIFE PARTNERS INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 043584637 LOW INC HSNG MA 501(C)(3) PF 2LIFE COMMUNITIES INC 0 FRIENDS OF 2LIFE COMMUNITIES INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 042607197 LOW INC HSNG MA 501(C)(3) LINE 10 2LIFE COMMUNITIES INC 0 2LIFE OPUS INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 881689252 LOW INC HSNG MA 501(C)(3) LINE 10 2LIFE COMMUNITIES INC 0 2LIFE REALTY INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 042505972 LOW INC HSNG MA 501(C)(3) LINE 10 2LIFE COMMUNITIES INC 0 2LIFE 370 HARVARD LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 832845152 LOW INCOME HS MA N/A 0 0 2LIFE GOLDA EXPANSION LIMITED PARTNERSHIP 30 WALLINGFORD ROAD BRIGHTON MA 02135 851444197 LOW INCOME HS MA N/A 0 0 2LIFE GOLDA LIMITED PARTNERSHIP 30 WALLINGFORD ROAD BRIGHTON MA 02135 471800944 LOW INCOME HS MA N/A 0 0 2LIFE KURLAT LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 300921659 LOW INCOME HS MA N/A 0 0 2LIFE LEVENTHAL LIMITED PARTNERSHIP 30 WALLINGFORD ROAD BRIGHTON MA 02135 203075016 LOW INCOME HS MA N/A 0 0 2LIFE SHILLMAN LIMITED PARTNERSHIP 30 WALLINGFORD ROAD BRIGHTON MA 02135 261422509 LOW INCOME HS MA N/A 0 0 2LIFE ULIN LIMITED PARTNERSHIP 30 WALLINGFORD ROAD BRIGHTON MA 02135 352458368 LOW INCOME HS MA N/A 0 0 2LIFE WEINBERG LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 815432579 LOW INCOME HS MA N/A 0 0 SHIRLEY COMMONS LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 833723674 LOW INCOME HS MA N/A 0 0 2LIFE JJ CARROLL LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 850511796 LOW INCOME HS MA N/A 0 0 2LIFE LELAND MM LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 873413508 LOW INCOME HS MA N/A 0 0 2LIFE GOLDA GP LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 811694983 LOW INCOME HS MA N/A C 0 2LIFE LEVENTHAL INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 203074972 LOW INCOME HS MA N/A C 0 2LIFE SHILLMAN INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 261420577 LOW INCOME HS MA N/A C 0 2LIFE ULIN INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 453665818 LOW INCOME HS MA N/A C 0 2LIFE WEINBERG MM LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 815397259 LOW INCOME HS MA N/A C 0 2LIFE 370 HARVARD MM LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 832835794 LOW INCOME HS MA N/A C 0 SHIRLEY COMMONS MM LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 833692301 LOW INCOME HS MA N/A C 0 2LIFE GOLDA EXPANSION GP LLC 30 WALLINGFORD ROAD BRIGHTON MA 02135 851434919 LOW INCOME HS MA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0