2026-04-20T12:09:36-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042493492 BETHANY HILL PLACE BETH 5082708005 637 CAMBRIDGE STREET BRIGHTON MA 02135 SR BARBARA LOUD TREASURER 5082708005 2026-04-16 1 1 KRISTEN CUMMINGS P01510495 6178075000 2026-04-16 2024 2025-03-06 01:10:19Z S BARBARA LOUD 89 BETHANY ROAD FRAMINGHAM MA 01702 1897180 0 X WWW.BETHANYHILLPLACE.ORG X 1994 MA BETHANY HILL PLACE, A LIVING AND LEARNING COMMUNITY OF METROWEST NEIGHBORS, SPONSORED BY THE SISTERS OF ST. JOSEPH OF BOSTON, PROVIDES HOUSING WITH EDUCATIONAL OPPORTUNITIES FOR THOSE IN NEED WITHIN A CLIMATE OF RESPECT, INCLUSION, AND ACCEPTANCE. RESIDENTS ARE EMPOWERED TO TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 21 21 6 63 42000 15443 801774 508168 960556 975213 109819 186995 13175 12420 1885324 1682796 7490 5139 0 0 418772 448086 0 0 177914 850225 986099 1276487 1439324 608837 243472 3174286 3813559 1146152 1461108 2028134 2352451 X BETHANY HILL PLACE, A LIVING AND LEARNING COMMUNITY OF METROWEST NEIGHBORS, SPONSORED BY THE SISTERS OF ST. JOSEPH OF BOSTON, PROVIDES HOUSING WITH EDUCATIONAL OPPORTUNITIES FOR THOSE IN NEED WITHIN A CLIMATE OF RESPECT, INCLUSION, AND ACCEPTANCE. RESIDENTS ARE EMPOWERED TO TRANSFORM THEIR LIVES IN A SAFE, SUPPORTIVE ENVIRONMENT. 0 0 1023178 5139 921633 RENTED EDUCATIONAL AND SUPPORTIVE HOUSING UNITS - SERVING 175 PEOPLE. 21742 66000 OTHER RENTAL 1044920 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X DEBBIE STANDE 6177461609 637 CAMBRIDGE STREET BRIGHTON MA 02135 ELIZABETH DILL BOARD CHAIR 1.00 X X 0 0 0 BRUCE RHODES VICE CHAIR 1.00 X X 0 0 0 KARIN PLUMADORE SECRETARY/CLERK 1.00 X X 0 0 0 KATHRYN ANASTASIA TRUSTEE 1.00 X 0 0 0 ERNEST COLLAMATI TRUSTEE 1.00 X 0 0 0 SHAUNA DOWNEY TRUSTEE 1.00 X 0 0 0 ALICIA D'OYLEY TRUSTEE 1.00 X 0 0 0 MARY RITA GRADY CSJ TRUSTEE 1.00 X 0 0 0 REGINA MARSHALL TRUSTEE 1.00 X 0 0 0 ANN MCDONALD TRUSTEE 1.00 X 0 0 0 JANET MUNROE TRUSTEE 1.00 X 0 0 0 MARY ELLEN O'CONNELL CSJ TRUSTEE 1.00 X 0 0 0 LORRAINE QUINN CSJ TRUSTEE 1.00 X 0 0 0 BRANDALE RANDOLPH TRUSTEE 1.00 X 0 0 0 MARGIE ROSARIO TRUSTEE 1.00 X 0 0 0 RAY SANTA ELENA TRUSTEE 1.00 X 0 0 0 AL SIMPSON TRUSTEE 1.00 X 0 0 0 KATHLEEN DEMERS SAPIA TRUSTEE 1.00 X 0 0 0 TINA SPARLING TRUSTEE 1.00 X 0 0 0 LISA ZAPPALA TRUSTEE 1.00 X 0 0 0 AMANDA ZURETTI TRUSTEE 1.00 X 0 0 0 JAMES TRESNER EXECUTIVE DIRECTOR 40.00 X 110164 0 11667 110164 0 11667 1 0 0 0 MALONEY PROPERTIES 27 MICA LANE WELLESLEY MA 02481 PROPERTY MANAGEMENT 171584 1 146600 361568 48136 508168 TENANT RENTAL SUBSIDIE 532000 632002 632002 TENANT RENTALS, NET 532000 277211 277211 COMMERCIAL RENTAL 532000 42000 42000 NEW BEGINNINGS 532000 24000 24000 975213 35940 35940 342539 191484 151055 151055 151055 22900 146600 22900 0 MISC. REVENUE - RELATE 900099 12420 12420 12420 1682796 945633 42000 186995 5139 5139 141947 64032 77915 218238 110731 49815 57692 4281 3909 372 59531 29896 7562 22073 24089 7452 7150 9487 171516 171516 10813 7826 2987 43975 43975 36341 28533 5110 2698 11115 6936 4179 6456 2465 2365 1626 419806 419087 586 133 4048 4048 1079 1079 59654 59654 126471 126471 28056 26508 1548 FOOD 15338 15338 EDUCATIONAL PROGRAMS 14043 14043 UBTI TAXES 13442 13442 OTHER PROGRAM SUPPLIES 6155 6155 17791 6149 9531 2111 1439324 1044920 216490 177914 38893 33359 0 50000 106339 59654 5316 86 4946665 4143619 821822 803046 2100586 2460171 101330 407243 3174286 3813559 83253 82516 964547 947086 98352 431506 1146152 1461108 X 1566364 1936655 461770 415796 2028134 2352451 3174286 3813559 243472 80845 0 X 0 1 X 1 0 X 666860 500245 511037 801774 508168 2988084 740796 797368 877716 935931 945633 4297444 1407656 1297613 1388753 1737705 1453801 7285528 129855 56143 53126 57409 42256 338789 0 129855 56143 53126 57409 42256 338789 6946739 12106 16371 22912 26971 35940 114300 11759 10286 7777 11494 12200 53516 23865 26657 30689 38465 48140 167816 1431521 1324270 1419442 1776170 1501941 7453344 0.93200 0.82280 0.02250 0.01210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4649514 3855385 794129 174793 166003 8790 122358 122231 127 803046 POOLED INVESTMENTS 2460171 F 2460171 RIGHT OF USE ASSET 407243 407243 SECURITY DEPOSIT LIABILITY 24263 LEASE LIABILITY 407243 431506 X 1851541 80845 65000 22900 168745 1682796 0 1682796 1527224 65000 22900 87900 1439324 0 1439324 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE ORGANIZATION, HOWEVER, IS SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. THE ORGANIZATION HAD UNRELATED BUSINESS INCOME OF APPROXIMATELY $42,000 AND $37,800 DURING THE YEARS ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND 2024. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 22,900. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 22,900. 24TH ANNUAL GALA 169500 146600 22900 3152 15939 3809 169500 146600 22900 3152 15939 3809 22900 0 1 SCHOLARSHIPS 29 5139 CASH PART I, LINE 2: BETHANY HILL PLACE RECEIVES RESTRICTED CONTRIBUTIONS DESIGNATED FOR STUDENT SCHOLARSHIPS AND THE AMOUNT IS RELEASED FROM RESTRICTION ONCE THE SCHOLARSHIP IS AWARDED. X 12593 FAIR MARKET VALUE X MEALS 4 21057 FAIR MARKET VALUE X AUCTION ITEMS 63 6094 FAIR MARKET VALUE X RESIDENT PROGAM GIFT CARDS 14 5675 FAIR MARKET VALUE X MEMBERSHIPS/TICKETS 12 1737 FAIR MARKET VALUE X BOOKS AND SUPPLIES 4 980 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BETHANY HILL PLACE USES A PROPERTY MANAGEMENT COMPANY TO MANAGE THE BETHANY HILL PROPERTY AND THE SISTERS OF ST. JOSEPH PERFORM ACCOUNTING DUTIES. FORM 990, PART VI, SECTION A, LINE 7B THE ANNUAL BUDGET AND APPOINTMENT OF NEW BOARD MEMBERS IS SUBJECT TO APPROVAL BY THE CORPORATION FOR SPONSORED MINISTRIES OF THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION INFORMALLY MONITORS THE POLICY THROUGHOUT THE YEAR AND RE-AFFIRMS THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF COMPENSATION OF EXECUTIVE DIRECTOR THROUGH BOARD OF TRUSTEES REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CONGREGATION OF THE SISTERS OF ST JOSEPH 637 CAMBRIDGE STREET BRIGHTON MA 02135 THE RELATED ORGANIZATION IS A RELIGIOUS ORG. AND HAS NO FILING REQUIREMENT MA 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 CONGREGATION OF THE SISTERS OF ST JOSEPH K 85000 ACCRUAL CONGREGATION OF THE SISTERS OF ST JOSEPH P 43975 ACCRUAL CONGREGATION OF THE SISTERS OF ST JOSEPH C 21480 CASH VALUE