2024-07-24T15:10:30-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 050500898 ALDERSBRIDGE COMMUNITIES (F/K/A UNITED METHODIST ELDER CARE) ALDE 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 JOSEPH DURAND CHIEF FINANCIAL OFFICER 4014387210 2024-07-19 1 JOSEPH DURAND 999009999 0 DANIELLE NIHILL P01350943 7819821001 2024-07-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOSEPH DURAND 40 IRVING AVENUE EAST PROVIDENCE RI 02914 3716350 0 X WWW.UMELDERCARERI.ORG X 1997 RI LOCATED IN EAST PROVIDENCE, RHODE ISLAND, ALDERSBRIDGE COMMUNITIES IS AN AFFORDABLE CONTINUUM OF HOUSING AND CARE SERVING VERY-LOW TO MODERATE INCOME SENIORS. AS THE PARENT ORGANIZATION, ALDERSBRIDGE COMMUNITIES CONSISTS OF FOUR SEPARATE SUBSIDIARY ORGANIZATIONS. WINSLOW GARDENS, LINN HEALTH CARE CENTER, AND ARBOR HILL ASSISTED LIVING PROVIDE A FULL-COMPLEMENT OF SERVICES TO THE LOW TO MODERATE INCOME AGING THROUGHOUT SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND. ALDERSBRIDGE FOUNDATION PROVIDES SUPPORT AND FINANCIAL ASSISTANCE TO THE PARENT ORGANIZATION AND OTHER SUBSIDIARY ORGANIZATIONS. ALDERSBRIDGE COMMUNITIES IS AN EQUAL OPPORTUNITY PROVIDER OF HOUSING AND CARE WELCOMING ALL RELIGIOUS, ETHNIC, CULTURAL, AND SOCIO-ECONOMIC BACKGROUNDS AND SUPPORTS PRODUCTIVE AND JOYFUL AGING. ITS HISTORICAL CONNECTION TO THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH PROVIDES THE IMPETUS OF ITS PERSPECTIVE AND COMMITMENT TO HUMAN DIGNITY AND QUALITY CARE. 18 18 18 18 0 0 905319 596591 2959932 3071350 6493 12856 54352 6499 3926096 3687296 902084 935235 0 0 2123449 2405699 0 0 0 615944 607643 3641477 3948577 284619 -261281 4393072 4260259 2840900 2969368 1552172 1290891 X THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING, NURSING CARE, ASSISTED LIVING AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; TO THAT END, IT IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE FOLLOWING NON-PROFIT ORGANIZATIONS AND SHALL BE OPERATED, SUPERVISED OR CONTROLLED IN CONNECTION WITH THE FOLLOWING ORGANIZATIONS: WINSLOW GARDENS, LINN HEALTH & REHABILITATION, ALDERSBRIDGE FOUNDATION AND ARBOR HILL ASSISTED LIVING. 0 0 2528339 935235 3071350 THE ORGANIZATION MANAGES THE OPERATIONS OF FOUR RELATED ORGANIZATIONS THAT PROVIDE HEALTH AND RETIREMENT SERVICES TO THE ELDERLY. 2528339 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOSEPH DURAND 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 40.00 0.00 X 265827 0 27796 JOSEPH DURAND CHIEF FINANCIAL OFFICER 10.00 35.00 X 137946 0 23156 JAMIE SANFORD ADMINISTRATOR 0.00 40.00 X 0 135769 23113 SANDRA CULLEN CHIEF OPERATING OFFICER 20.00 20.00 X 121552 0 14605 SUSAN ABELY BOARD MEMBER 1.00 8.00 X 0 0 0 ROBERT GAUTHIER BOARD MEMBER 1.00 1.00 X 0 0 0 BRUCE W GLASS BOARD MEMBER 1.00 1.00 X 0 0 0 JODI GLASS BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIE HENRIQUES BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN O'ROURKE BOARD MEMBER 1.00 3.00 X 0 0 0 FRANCIS RICHARDS BOARD MEMBER 2.00 3.00 X 0 0 0 ELIZABETH HOWLETT BOARD MEMBER 2.00 3.00 X 0 0 0 JASON PRECIPHS ESQ BOARD MEMBER 2.00 3.00 X 0 0 0 VALERIE PERRY BOARD MEMBER 1.00 1.00 X 0 0 0 REV DR JAMES MARTIN BOARD MEMBER 1.00 4.00 X 0 0 0 JOCELYNE DEGOUVENAIN BOARD MEMBER 1.00 0.00 X 0 0 0 TJ DELSANTO BOARD MEMBER 1.00 0.00 X 0 0 0 BISHOP PEGGY JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 DONALD RIPLEY PRESIDENT 2.00 5.00 X X 0 0 0 MICHAEL COLE VICE PRESIDENT 2.00 5.00 X X 0 0 0 HANNAH BELL-LOMBARDO SECRETARY 2.00 6.00 X X 0 0 0 LAUREN FLORIO TREASURER 2.00 5.00 X X 0 0 0 525325 135769 88670 3 0 1 0 0 66120 213572 79687 237212 596591 RENT & SERVICE INCOME 623000 2259032 2259032 MANAGEMENT FEE INCOME 541610 812318 812318 3071350 12856 12856 26204 66120 29054 -2850 -2850 MISCELLANEOUS REVENUE 900099 9349 9349 9349 3687296 3071350 0 19355 935235 935235 590882 590882 1448320 1040935 407385 36977 34279 2698 164668 106648 58020 164852 86946 77906 812 812 11910 11910 14840 14840 23379 23379 99567 9780 89787 13189 13189 6920 321 6599 702 702 3512 3512 106579 25324 81255 FOOD 194666 194666 PROGRAM SUPPLIES 33310 33310 DIETARY SUPPLIES 24065 24065 OTHER EXPENSES 19530 190 19340 54662 19939 34723 3948577 2528339 1420238 0 826091 544481 154500 265914 1169441 1722079 18948 26110 257652 110209 86960 147443 2025718 1665646 4393072 4260259 451552 479939 116596 191100 2272752 2298329 2840900 2969368 X 1070344 808971 481828 481920 1552172 1290891 4393072 4260259 -261281 0 X X 0 1 X 1 0 X 497934 899844 1047927 905319 596591 3947615 497934 899844 1047927 905319 596591 3947615 881742 3065873 6493 12856 19349 7307 2864 2062 2216 9349 23798 3990762 12748925 0.76820 0.73060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 7,307. 2020 AMOUNT: $ 2,864. 2021 AMOUNT: $ 2,062. 2022 AMOUNT: $ 2,216. 2023 AMOUNT: $ 9,349. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121599 110209 11390 136053 136053 147443 DUE FROM AFFILIATE 1640244 RIGHT OF USE ASSET 25402 1665646 DUE TO CENTRALIZED PAYROLL 2272752 LEASE LIABILITY 25577 2298329 X 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. GALA 92324 66120 26204 6089 22965 92324 66120 26204 6089 22965 29054 -2850 0 WINSLOW GARDENS 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050318003 501(C)3 149693 0 SUPPORT OF RELATED ORGANIZATION. LINN HEALTH 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500899 501(C)3 785412 0 SUPPORT OF RELATED ORGANIZATION. 2 0 X X 0 0 0 0 0 0 0 1 0 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 233567 0 32260 0 0 0 13928 0 13868 0 293623 0 0 0 JOSEPH DURAND CHIEF FINANCIAL OFFICER 125789 0 12157 0 0 0 7547 0 15609 0 161102 0 0 0 JAMIE SANFORD ADMINISTRATOR 0 125067 0 10702 0 0 0 7504 0 15609 0 158882 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS OF THE ORGANIZATION AWARDED THE CEO, CFO, AND COO, A BONUS IN 2023 FOR PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BISHOP OF THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH SHALL BE ONE MEMBER OF THE BOARD OF TRUSTEES. 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 ALDERSBRIDGE COMMUNITIES' POLICY THAT ALDERSBRIDGE COMMUNITIES' FINANCE COMMITTEE WILL 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 OFFICER'S 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, WHICH ARE MADE WITHIN THE PARAMETERS ESTABLISHED WITHIN 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 CONSULTANTS LLC (FKA ELDER CARE CONSULTANTS LLC) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 270997439 PROVIDE CONSULTING SERVICES IN THE HEALTH CARE INDUSTRY RI ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500899 OPERATION OF A 73 BED NURSING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 7 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 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 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 ARBOR HILL ASSISTED LIVING 153 DEAN STREET PROVIDENCE RI 02903 452047960 OPERATION OF A 53 UNIT ASSISTED LIVING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) D 1819900 CASH ALDERSBRIDGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) L 412216 CASH LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) L 882815 CASH WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) L 126832 CASH LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) O 2272752 CASH ARBOR HILL ASSISTED LIVING E 228063 CASH ARBOR HILL ASSISTED LIVING C 213572 LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) B 785412 WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) B 149693