2025-11-05T14:09:50-06:00 2025-06-30 943108253 NOVOGRADAC & COMPANY LLP 211 CONGRESS STREET SUITE 710 BOSTON MA 02110 990 2024-07-01 237234527 CONGREGATIONAL RETIREMENT HOMES II INC CONG 7816656334 200 WEST FOSTER STREET MELROSE MA 02176 PAUL PERKINS PRESIDENT 7817941000 2025-11-05 1 1 CHARLES A RHUDA III P00133647 6173301920 2024 2025-03-06 01:10:19Z PAUL PERKINS 536 GRANITE STREET BRAINTREE MA 02184 3152150 0 X N/A X 1972 MA PROVIDE RETIREMENT HOUSING TO LOW TO MIDDLE INCOME UNDER THE HUD 202/SECTION 8 HOUSING PROGRAMS. ALL EXPENSES THAT ARE INCURRED BY THIS CORPORATION ARE FOR THE SOLE PURPOSE OF OPERATING AND MANAGING THIS RETIREMENT HOME. 11 11 0 0 0 0 0 0 2743141 3074414 67546 77736 0 0 2810687 3152150 0 0 0 0 372866 405130 0 0 0 1344790 1400900 1717656 1806030 1093031 1346120 9693485 11036477 157038 153910 9536447 10882567 PROVIDE RETIREMENT HOUSING TO LOW TO MIDDLE INCOME UNDER THE HUD 202/SECTION 8 HOUSING PROGRAMS. 0 0 1774628 3074414 THE CORPORATION IS A LOW TO MIDDLE INCOME RETIREMENT HOME UNDER THE HUD INSURED MORTGAGE/SECTION 8/SECTION 236 HOUSING PROGRAMS. ALL EXPENSES THAT ARE INCURRED BY THIS CORPORATION ARE FOR THE SOLE PURPOSE OF OPERATING AND MANAGING THIS RETIREMENT HOME. 1774628 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X PEABODY PROPERTIES INC 7817941000 536 GRANITE STREET BRAINTREE MA 02184 X PAUL PERKINS PRESIDENT & CHARIMAN OF TH 1.00 X X 0 0 0 WARD HAMILTON VICE PRESIDENT & TREASURER 1.00 X X 0 0 0 ANN AHLIN DIRECTOR 1.00 X 0 0 0 RICHARD BROWN DIRECTOR 1.00 X 0 0 0 DAVID LUCAS DIRECTOR 1.00 X 0 0 0 DAVID BURNHAM DIRECTOR 1.00 X 0 0 0 JANE MACDONALD DIRECTOR 1.00 X 0 0 0 CHRISTA EVANSON DIRECTOR 1.00 X 0 0 0 DAVID HENRY DIRECTOR 1.00 X 0 0 0 JACKIE LAVENDAR BIRD DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 TENANT ASSISTANCE PAYM 531110 1764664 1764664 RENTAL REVENUE 531110 1300962 1300962 LAUNDRY AND VENDING 531110 8788 8788 3074414 77736 77736 3152150 3074414 0 77736 405130 405130 128604 128604 31402 31402 872 872 53115 53115 274311 274311 78637 78637 MAINTENANCE CONTRACTS 316664 316664 UTILITIES 267485 267485 REAL ESTATE TAXES 108622 108622 RESIDENT SERVICES 80262 80262 60926 60926 1806030 1774628 31402 0 1004596 1707710 1079056 1124602 67726 16022 12287 13074 8347890 4260129 3769786 4087761 3760034 4087308 9693485 11036477 93024 88563 2989 3395 61025 61952 157038 153910 X 9536447 10882567 9536447 10882567 9693485 11036477 1346120 0 X X 0 1 X 1 1 1 X 2235635 2412924 2474504 2733490 3065626 12922179 2235635 2412924 2474504 2733490 3065626 12922179 12922179 8567 5876 20172 27138 28285 90038 9579 31244 28772 50059 58239 177893 13190110 0.97970 0.98190 X 122796 122796 8169369 4204404 3964965 55725 55725 0 4087761 TENANT SECURITY DEPOSITS 62778 MORTGAGEE ESCROW DEPOSITS 85652 REPLACEMENT RESERVE 1980050 RESIDUAL RECEIPTS 1886435 DONATIONS HELD IN TRUST 52124 DEFERRED EXPENSES 20269 4087308 TENANT SECURITY DEPOSITS 61952 61952 3152150 0 3152150 0 3152150 1806030 0 1806030 0 1806030 990 PART IV, LINE 11F THE CORPORATION OPERATES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CORPORATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CORPORATION. THE CORPORATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE CORPORATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CORPORATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CORPORATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 CONGREGATIONAL RETIREMENT HOMES II, INC. IS MANAGED BY PEABODY PROPERTIES INC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS WILL BE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AFTER A COMPLETE REVIEW, THE MANAGEMENT COMPANY FORWARDS THE FORM 990 TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 IF THERE ARE NO QUESTIONS OR CONCERNS FOR THE ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEETS MONTHLY AND AT THESE MEETINGS THEY DISCUSS AND ADDRESS ANY CONFLICTS SHOULD THEY ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC PAUL PERKINS - 200 WEST FOSTER STREET, MELROSE, MA 02176. WARD HAMILTON - 200 WEST FOSTER STREET, MELROSE, MA 02176. ANN AHLIN - 200 WEST FOSTER STREET, MELROSE, MA 02176. RICHARD BROWN - 200 WEST FOSTER STREET, MELROSE, MA 02176. DAVID LUCAS - 200 WEST FOSTER STREET, MELROSE, MA 02176. DAVID BURNHAM - 200 WEST FOSTER STREET, MELROSE, MA 02176. JANE MACDONALD - 200 WEST FOSTER STREET, MELROSE, MA 02176. CHRISTA EVANSON - 200 WEST FOSTER STREET, MELROSE, MA 02176. DAVID HENRY - 200 WEST FOSTER STREET, MELROSE, MA 02176. JACKIE LAVENDAR BIRD - 200 WEST FOSTER STREET, MELROSE, MA 02176. FORM 990, PART XII, LINE 2C THE COMPANY ASSUMES THE RESPONSBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. CONGREGATIONAL RETIREMENT HOMES INC 200 WEST FOSTER STREET MELROSE MA 02176 042436874 ELDERLY HOUSING MA 501(C)(3) 7 0 CONGREGATIONAL RETIREMENT HOMES III INC 200 WEST FOSTER STREET MELROSE MA 02176 042628372 ELDERLY HOUSING MA 501(C)(3) 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0