2026-06-24T16:25:49-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2025-01-01 043237159 MASSACHUSETTS ASSISTED LIVING ASSOCIATION INC MASS 7816225999 465 WAVERLEY OAKS 415 WALTHAM MA 02452 BRIAN DOHERTY PRESIDENT & CEO 7816225999 2026-06-12 1 DANIELLE NIHILL P01350943 7819821001 2026-06-12 2025 2025-03-06 01:10:19Z BRIAN DOHERTY 465 WAVERLEY OAKS 415 WALTHAM MA 02452 1919656 0 X HTTPS://WWW.MASS-ALA.ORG/ X 1994 MA PROMOTION AND SUPPORT OF ASSISTED LIVING FACILITY PROVIDERS. 19 18 5 18 130000 0 0 0 1553082 1739846 32715 29840 124975 136416 1710772 1906102 0 0 0 0 878811 950012 0 0 0 766830 914097 1645641 1864109 65131 41993 882110 900073 374466 255961 507644 644112 X TO LEAD THE ASSISTED LIVING INDUSTRY IN ITS SERVICE OF SENIORS THROUGH ADVOCACY, EDUCATION, OPERATIONAL SUPPORT, AND ENHANCED GROWTH OPPORTUNITIES. 1 0 MAINTAINED A MEMBERSHIP NETWORK THAT SUPPORTS THE ESTABLISHMENT AND OPERATION OF QUALITY ASSISTED LIVING RESIDENCES IN MASSACHUSETTS. ADVOCATED FOR QUALITY ASSISTED LIVING SERVICES ON BEHALF OF RESIDENTS AND FAMILIES WITH VARIED NEEDS AND INCOME LEVELS. INFORMED THE PUBLIC ABOUT ASSISTED LIVING. PROVIDED EDUCATION AND TRAINING FOR ASSISTED LIVING STAFF. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 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 1 1 0 0 1 22 0 1 5 1 1 1 0 0 0 0 0 0 0 0 0 X 19 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ELIZABETH PICARDI 7816225999 465 WAVERLEY OAKS SUITE 415 WALTHAM MA 02452 BRIAN DOHERTY PRESIDENT, CEO & EX-OFFICICER 39.00 1.00 X X 270477 0 26414 BARBARA L SOUTHALL DIRECTOR OF EDUCATION 40.00 0.00 X 129776 0 43062 CHRISTINA GREENBURG DIRECTOR OF MARKETING & CO 40.00 0.00 X 118937 0 29314 ELIZABETH PICARDI MANAGER OF BUSINESS OPERATIONS 40.00 0.00 X 103475 0 41747 TIMOTHY DUROSS CHAIR 1.00 0.00 X X 0 0 0 BETH ANDERSON VICE CHAIR 1.00 0.00 X X 0 0 0 LESLIE S ROBINSON SECRETARY 1.00 0.00 X X 0 0 0 TADD CLELLAND TREASURER 1.00 0.00 X X 0 0 0 WENDY NOWOKUNSKI IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 ALEXANDRA SHUSTER DIRECTOR 1.00 0.00 X 0 0 0 ANDREW SALMON DIRECTOR 1.00 0.00 X 0 0 0 BENJAMIN RICCI DIRECTOR 1.00 0.00 X 0 0 0 BETH SAMPATH DIRECTOR 1.00 0.00 X 0 0 0 BODO LIESENFELD DIRECTOR 1.00 0.00 X 0 0 0 CHARLES JAMES DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER CULLEN DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW HOLLINGSHEAD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL GORDON DIRECTOR 1.00 0.00 X 0 0 0 PAUL CASALE JR DIRECTOR 1.00 0.00 X 0 0 0 SUSAN COPPOLA DIRECTOR 1.00 0.00 X 0 0 0 WALTER OHANIAN DIRECTOR 1.00 0.00 X 0 0 0 MATHEW MURATORE DIRECTOR AS OF 09/2025 1.00 0.00 X 0 0 0 622665 0 140537 4 0 1 0 0 MEMBERSHIP INCOME, NET 541900 1139646 1139646 TRAINING INCOME 541900 234065 234065 SPONSORSHIP INCOME 541900 177000 177000 CONFERENCE INCOME 541900 117260 117260 DINNER INCOME 541900 71875 71875 1739846 26473 26473 16921 13554 3367 3367 3367 RESOURCE GUIDE INCOME 541800 130000 130000 BAD DEBT 541800 6416 6416 136416 1906102 1739846 130000 36256 296891 463034 23940 115642 50505 47716 101272 120000 56007 108684 52701 16482 72698 26191 232540 5114 5796 11925 DUES AND SUSCRIPTIONS 26974 MERCHANT DEPOSIT FEES 23786 6211 1864109 174017 121188 488771 16702 3803 10767 49907 58958 55812 46712 10331 9100 0 588676 155281 94682 882110 900073 45753 83835 182041 85425 146672 86701 374466 255961 X 507644 644112 507644 644112 882110 900073 41993 94475 0 X 0 1 X 1 0 0 0 0 1213965 150983 150983 206374 -55391 10923 9179 1744 44889 37533 7356 9100 SECURITY DEPOSITS 10700 FINANCING RIGHT-OF-USE ASSET 15231 DUE FROM RELATED PARTY 161 OPERATING RIGHT-OF-USE ASSET 68590 94682 FINANCING LEASE OBLIGATION 4248 OPERATING LEASE OBLIGATION 60583 FINANCING LEASE LIABILITY 11453 OPERATING LEASE LIABILITY 10417 86701 X X 0 0 0 BRIAN DOHERTY PRESIDENT, CEO & EX-OFFICICER 238990 0 31487 0 0 0 13689 0 12725 0 296891 0 0 0 BARBARA L SOUTHALL DIRECTOR OF EDUCATION 119776 0 10000 0 0 0 6958 0 36104 0 172838 0 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT AND CEO COMPENSATION IS GUIDED BY THE PROCESS OUTLINED IN THE SIGNED OFFER LETTER AND DETERMINED BY THE EXECUTIVE COMMITTEE. THE CHAIRMAN OF THE BOARD INFORMED THE PRESIDENT AND CEO OF THE DECISION IN A PRIVATE MEETING, FOLLOWED BY AN EMAIL WITH WRITTEN CONFIRMATION OF THE DECISION. THE ORGANIZATION'S TOP MANAGEMENT COMPENSATION PROCESS IS DETERMINED THROUGH THE USE OF A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACTS, AND APPROVAL AND DOCUMENTATION BY THE BOARD. FORM 990, PART III, LINE 2 LAUNCHED A NEW EXECUTIVE DIRECTOR (ED) CERTIFICATION PROGRAM OFFERED 2X DURING 2025. FORM 990, PART VI, SECTION A, LINE 1A UNLESS THE DIRECTORS OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR RECRUITING, NOMINATING AND HIRING THE PRESIDENT/CEO, SETTING THE PRESIDENT'S COMPENSATION PACKAGE, WORKING WITH THE PRESIDENT TO ESTABLISH GOALS, ANNUALLY EVALUATING THE PRESIDENT'S PERFORMANCE AND WORKING CLOSELY WITH PRESIDENT IN AN ADVISORY CAPACITY RELATIVE TO ORGANIZATIONAL ISSUES AND CONCERNS OF THE PRESIDENT. ALSO, THE EXECUTIVE COMMITTEE ALONG WITH THE GOVERNANCE AND NOMINATING COMMITTEE ARE RESPONSIBLE FOR ESTABLISHING AND MAINTAINING GOOD GOVERNANCE PRACTICES AND ASSURING THAT THE CORPORATION MAINTAINS AN EFFECTIVE CORPORATE COMPLIANCE PROGRAM. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR TAKING THE LEAD ON ISSUES SUCH AS BOARD DEVELOPMENT, MENTORING AND CONDUCTING ANNUAL EVALUATIONS OF THE BOARD OF DIRECTORS' EFFECTIVENESS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED SPECIFIC HIGH LEVEL ACCOUNTING REVIEW RESPONSIBILITIES TO INDIGO ASSOCIATES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY INDIGO ASSOCIATES, THE PRESIDENT AND CEO, FOLLOWED BY REVIEW BY THE ASSOCIATION'S FINANCE COMMITTEE PRIOR TO FILING. A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS WRITTEN IN THE ORGANIZATION'S BY-LAWS AND REQUIRES ANNUAL DISCLOSURE BY ALL BOARD OF DIRECTOR MEMBERS IF ANY CONFLICT APPEARS. THE ORGANIZATION ANNUALLY MONITORS AND ENFORCES THE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. IF A CONFLICT IS DISCOVERED, THE BOARD MEMBERS WITH CONFLICTS OF INTEREST MUST ABSTAIN FROM VOTING ON RELEVANT DECISIONS. THE LAST TIME THIS WAS DONE WAS DURING 2025. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S TOP MANAGEMENT COMPENSATION PROCESS IS DETERMINED THROUGH THE USE OF A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACTS, AND APPROVAL AND DOCUMENTATION BY THE BOARD. THE LAST TIME THIS WAS DONE WAS DURING 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. MASSACHUSETTS SENIOR AND ASSISTED LIVING COMMUNITIES FOUNDATION 465 WAVERLEY OAKS ROAD 300 WALTHAM MA 02452 810809743 PROMOTES RESEARCH,EDUCATION, AND WORKFORCE DEVELOPMENT MA 501(C)(3) LINE 7 MASSACHUSETTS ASSISTED LIVING ASSOCIATION INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0