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Nonprofiteer
← SEVEN HILLS FOUNDATION INC

Form 990 for tax year 2022

Filed by SEVEN HILLS FOUNDATION INC.

Totals

Total revenue
$404,230,428
Total expenses
$400,791,355
Contributions and grants received
$8,855,730
Grants paid
$188,605
Program service revenue
$389,465,186
Investment income
$2,837,468
Other revenue
$3,072,044
Total assets, end of year
$279,630,835
Total liabilities, end of year
$164,591,941
Net assets or fund balances, end of year
$115,038,894
Program services expenses (Part IX)
$376,922,882
Management and general expenses
$23,688,976
Fundraising expenses
$179,497
Program service expenses (Part III)
$376,922,882

Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $761,514

  • 1e · Government grants (contributions)

    $3,671,054

  • 1f · All other contributions, gifts and grants

    $4,423,162

  • 1g · Noncash contributions included above

    $1,472,569

  • 2a · Program service revenue: FEES/CONTRACT GOV AGENCIES

    total $300,764,500 · related or exempt $300,764,500

  • 2b · Program service revenue: MEDICARE/MEDICAID

    total $77,665,781 · related or exempt $77,665,781

  • 2c · Program service revenue: RENT, VENDING, SERVICE FEES

    total $6,004,689 · related or exempt $6,004,689

  • 2d · Program service revenue: PRIVATE CONTRACT FEES

    total $4,284,948 · related or exempt $4,284,948

  • 2f · All other program service revenue

    total $745,268 · related or exempt $745,268

  • 3 · Investment income

    total $1,574,566 · excluded $1,574,566

  • 6a · Gross rents

    real property $715,777

  • 6b · Less rental expenses

    real property $541,573

  • 6c · Rental income or loss

    real property $174,204

  • 6d · Net rental income or loss

    total $174,204 · unrelated business -$141,915 · excluded $316,119

  • 7a · Gross sales of assets other than inventory

    securities $44,336,030 · other assets $85,906

  • 7b · Less cost or other basis and sales expenses

    securities $43,056,276 · other assets $102,758

  • 7c · Gain or loss

    securities $1,279,754 · other assets -$16,852

  • 7d · Net gain or loss

    total $1,262,902 · related or exempt $1,262,902

  • 8a · Fundraising events: gross income

    $30,240

  • 8a · Fundraising events: contributions included on line 1c

    $761,514

  • 8b · Fundraising events: direct expenses

    $336,113

  • 8c · Net income from fundraising events

    total -$305,873 · excluded -$305,873

  • 11a · Other revenue: OTHER REVENUE

    total $3,203,713 · related or exempt $3,203,713

  • 11e · Other revenue, total

    $3,203,713

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $188,605 · program services $188,605

  • 5 · Compensation of officers, directors and key employees

    total $2,079,467 · management and general $2,079,467

  • 7 · Other salaries and wages

    total $154,128,879 · program services $148,366,578 · management and general $5,762,301

  • 9 · Other employee benefits

    total $19,113,096 · program services $15,745,228 · management and general $3,367,868

  • 10 · Payroll taxes

    total $12,729,309 · program services $12,032,392 · management and general $696,917

  • 11b · Fees: legal

    total $365,257 · program services $67,063 · management and general $298,194

  • 11c · Fees: accounting

    total $153,025 · management and general $153,025

  • 11f · Fees: investment management

    total $113,113 · management and general $113,113

  • 12 · Advertising and promotion

    total $655,155 · program services $428,311 · management and general $226,844

  • 13 · Office expenses

    total $8,566,032 · program services $8,138,918 · management and general $427,114

  • 16 · Occupancy

    total $16,448,158 · program services $15,131,947 · management and general $1,316,211

  • 17 · Travel

    total $5,114,107 · program services $4,511,329 · management and general $602,778

  • 19 · Conferences, conventions and meetings

    total $1,113,347 · program services $211,164 · management and general $902,183

  • 20 · Interest

    total $4,679,413 · program services $3,843,235 · management and general $836,178

  • 22 · Depreciation, depletion and amortization

    total $5,675,558 · program services $4,610,663 · management and general $1,064,895

  • 23 · Insurance

    total $2,463,441 · program services $2,045,922 · management and general $417,519

  • 24a · Other expenses: CHILD CARE VOUCHER PAYM

    total $124,081,857 · program services $124,081,414 · management and general $443

  • 24b · Other expenses: SPECIALIZED HOME CARE

    total $18,163,308 · program services $15,760,138 · management and general $2,403,170

  • 24c · Other expenses: CLINICAL CONSULTANTS

    total $13,728,279 · program services $13,683,328 · management and general $44,951

  • 24d · Other expenses: MISCELLANEOUS

    total $11,480,769 · program services $8,556,352 · management and general $2,924,417

  • 24e · All other expenses

    total -$248,820 · program services -$479,705 · management and general $51,388 · fundraising $179,497

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,842,790 · end of year $29,413,847

  • 3 · Pledges and grants receivable

    beginning of year $51,700 · end of year $30,700

  • 4 · Accounts receivable

    beginning of year $36,380,220 · end of year $45,938,347

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,089,998 · end of year $2,735,748

  • 10a · Land, buildings and equipment: cost or other basis

    $218,010,844

  • 10b · Land, buildings and equipment: accumulated depreciation

    $86,194,385

  • 10c · Land, buildings and equipment, net

    beginning of year $122,308,846 · end of year $131,816,459

  • 11 · Investments: publicly traded securities

    beginning of year $52,248,788 · end of year $51,650,580

  • 12 · Investments: other securities

    beginning of year $3,108,154 · end of year $2,982,608

  • 15 · Other assets

    beginning of year $6,314,203 · end of year $15,062,546

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,509,978 · end of year $36,944,769

  • 19 · Deferred revenue

    beginning of year $2,458,714 · end of year $3,797,389

  • 20 · Tax-exempt bond liabilities

    beginning of year $81,103,175 · end of year $77,678,461

  • 23 · Secured mortgages and notes payable

    beginning of year $22,943,553 · end of year $31,983,185

  • 25 · Other liabilities

    beginning of year $9,676,023 · end of year $14,188,137

  • 27 · Net assets without donor restrictions

    beginning of year $99,571,540 · end of year $105,705,967

  • 28 · Net assets with donor restrictions

    beginning of year $9,081,716 · end of year $9,332,927

Mission and programs · 2022

Mission

THE MISSION OF THE SEVEN HILLS FOUNDATION, INC. AND AFFILIATES IS TO PROMOTE AND ENCOURAGE THE EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGES SO THAT EACH MAY PURSUE THEIR HIGHEST POSSIBLE DEGREE OF PERSONAL WELL-BEING AND INDEPENDENCE.

Activities or mission (Part I)

THE MISSION OF THE SEVEN HILLS FOUNDATION IS TO PROMOTE AND ENCOURAGE THE EMPOWERMENT OF PEOPLE WITH SIGNIFICANT CHALLENGES SO THAT EACH MAY PURSUE THEIR HIGHEST POSSIBLE DEGREE OF PERSONAL WELL-BEING AND INDEPENDENCE.

  • SEVEN HILLS COMMUNITY SERVICES (SHCS): TO PREPARE AND INSTRUCT INDIVIDUALS WITH DISABILITIES TO LIVE IN A VARIETY OF RESIDENTIAL ARRANGEMENTS. SHCS ALSO INCLUDES MEDICALLY AND BEHAVIORALLY INTENSIVE RESIDENTIAL OPTIONS AND INDIVIDUAL SUPPORTS.

    Expenses $112,218,939 · Revenue $114,524,279

  • CHILDRENS AID AND FAMILY SERVICES: TO PROVIDE SERVICES TO INDIVIDUALS WITH DISABILITIES, AND THEIR FAMILIES, AND CAREGIVERS, AND PROVIDE A WIDE ARRAY OF OPTIONS TO ENABLE INDIVIDUALS TO LIVE IN A NURTURING ENVIRONMENT, MAINTAIN RELATIONSHIPS WITH FAMILIES AND CHOOSE HOW TO LIVE, LEARN, AND GROW.

    Expenses $131,466,400 · Revenue $132,072,304

  • SEVEN HILLS FAMILY SERVICES: TO PROVIDE ADULT SERVICES, RESIDENTAL SERVICES, INDEPENDENT LIVING, AND CHILD AND FAMILY SERVICE PROGRAMS TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES

    Expenses $28,908,601 · Revenue $29,636,624

  • OTHER PROGRAM SERVICES INCLUDE: INDEPENDENT LIVING, VOCATIONAL TRAINING, COMMUNITY ORIENTATION, DAY HAB, SPECIALIZED HOME CARE, PEDIATRIC NURSING HOME SERVICES, SCHOOL SERVICES, AND BEHAVIORAL HEALTH SERVICES.

    Expenses $104,328,942 · Grants $188,605 · Revenue $117,698,594

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DR TAMMY MURRAY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ARLENE LIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER MURPHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SETH A PITTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONNA STOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DIANE BRAZELTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES BUSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE MURPHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MAUREEN R GRAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID GREENWOOD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DEBRA HOKKANEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELLEN HONEYMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL G KALMANSSON ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARION MAHAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID MASIELLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RUTHANN MELANCON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JONI MILLUZZO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HONORABLE RICHARD T MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KAREN MUGGERIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STEVE NELSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH NUNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR BENJAMIN NWOSU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LT GOV KARYN POLITO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAULA ROSENBLUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DEBORAH PENTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA RUGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR PETER RUGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DOUGLAS RUSSELL JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • R JOSEPH SALOIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR JENNIFER SCHOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KAREN SHORTSLEEVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID E SIMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER STANTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BERNIE STEPHENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JO-ANN WHELAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR CAROL DONNELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MORGAN DYKSTAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ARLENE BETTERIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHNATHAN CAREY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA CIOCIOLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DOROTHY DUDLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KATE ROY SULLIVAN PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REPRESENTATIVE HANNAH KANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR CAMILLE ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MINDY MCKENZIE-HEBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK O'CONNELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DALE DUCASSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WAYNE GRIFFIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALLEN KRAUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW BEATON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN N ALTOMARE ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    2

  • JEANNE ANTONUCCI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MAUREEN F BINIENDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DR CHARLES P CONROY

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DEBORAH J NEEDLEMAN

    SECRETARY/CLERK

    Total calculated
    $0
    Hours/week
    2

  • ROBERT L MAHAR

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    2

  • ERNEST DUBE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR DAVID PAYDARFAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRANCES POLITO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN M PROSSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARIANNE E ROGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER ALDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • W ROBERT BENTLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL H GALLAGHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MEGAN MCDONOUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARJORIE COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM G O'BRIEN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT E PAULSEN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW J PELOQUIN ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TODD S SOLAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN F WALSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BILL DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DOROTHY HARGROVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELISABETA GAGA BLANEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THE HONORABLE JENNIFER FLANAGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR CATHERINE JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS MCNAMARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL LAVALLEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL NOCKUNAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RAYMOND QUINLAN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH DABEK VELLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID WOODBURY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELVIN P GORDON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JONATHAN HAVERLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SPENCER HOLLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT KIEVRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GLENN KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUZANNE MAAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TODD MANDELLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY MCCARTHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LAURANCE S MORRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KARLA SANTIAGO-RUIZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KEVIN SHAUGHNESSY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EMILY S STARR ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MAURA STICKLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BASEMA MUJAHID

    DIRECT CARE PROFESSIONAL

    Total calculated
    $224,692
    From this org
    $217,357
    From related orgs
    $0
    Other
    $7,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,857
    Bonus
    $2,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,335
    Filer's total
    $224,692

  • DEAN THEODORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK BORENSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERIC L GOODWINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY MURRAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AIVI NGUYEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DR DAVID JORDAN DHA

    PRESIDENT

    Total calculated
    $8,056,496
    From this org
    $7,825,827
    From related orgs
    $0
    Other
    $230,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $7,823,044
    Bonus
    $0
    Other
    $2,783
    Deferred
    $202,220
    Nontaxable benefits
    $28,449
    Filer's total
    $8,056,496

  • ERIC COLE

    CFO

    Total calculated
    $137,024
    From this org
    $134,019
    From related orgs
    $0
    Other
    $3,005
    Hours/week
    40

  • DR KATHLEEN JORDAN DHA

    EXECUTIVE VP/CEO

    Total calculated
    $523,488
    From this org
    $314,405
    From related orgs
    $0
    Other
    $209,083
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,630
    Bonus
    $2,500
    Other
    $1,275
    Deferred
    $209,083
    Nontaxable benefits
    $0
    Filer's total
    $523,488

  • MICHAEL MATTHEWS

    SR VP OF BUSINESS AND FINA

    Total calculated
    $367,370
    From this org
    $244,474
    From related orgs
    $0
    Other
    $122,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,536
    Bonus
    $2,500
    Other
    $2,438
    Deferred
    $93,066
    Nontaxable benefits
    $29,830
    Filer's total
    $367,370

  • ANNE FINE

    VP BEHAVIORAL HEALTH

    Total calculated
    $193,887
    From this org
    $174,807
    From related orgs
    $0
    Other
    $19,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,307
    Bonus
    $2,500
    Other
    $0
    Deferred
    $11,745
    Nontaxable benefits
    $7,335
    Filer's total
    $193,887

  • MARILYN LOPEZ-HADDAD

    VP HUMAN RESOURCES

    Total calculated
    $209,040
    From this org
    $195,186
    From related orgs
    $0
    Other
    $13,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,686
    Bonus
    $2,500
    Other
    $0
    Deferred
    $12,474
    Nontaxable benefits
    $1,380
    Filer's total
    $209,040

  • JOSEPH ALLRED

    VP CHILDREN'S CONGREGATE C

    Total calculated
    $217,716
    From this org
    $182,675
    From related orgs
    $0
    Other
    $35,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,175
    Bonus
    $6,500
    Other
    $0
    Deferred
    $13,585
    Nontaxable benefits
    $21,456
    Filer's total
    $217,716

  • SHARON GOLDBERG

    VP SEVEN HILLS COMMUNITY S

    Total calculated
    $208,124
    From this org
    $173,958
    From related orgs
    $0
    Other
    $34,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,458
    Bonus
    $2,500
    Other
    $0
    Deferred
    $12,710
    Nontaxable benefits
    $21,456
    Filer's total
    $208,124

  • ALLISON BECKLER

    MEDICAL DIRECTOR

    Total calculated
    $289,072
    From this org
    $267,616
    From related orgs
    $0
    Other
    $21,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,116
    Bonus
    $2,500
    Other
    $0
    Deferred
    $21,456
    Nontaxable benefits
    $0
    Filer's total
    $289,072

  • DIANA MUJALLI

    PSYCHIATRIST

    Total calculated
    $217,387
    From this org
    $209,370
    From related orgs
    $0
    Other
    $8,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,870
    Bonus
    $2,500
    Other
    $0
    Deferred
    $8,017
    Nontaxable benefits
    $0
    Filer's total
    $217,387

  • XEUJING LI

    PSYCHIATRIST

    Total calculated
    $254,305
    From this org
    $254,305
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,805
    Bonus
    $2,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $254,305

  • JAMES DALY

    MEDICAL DIRECTOR SHPC

    Total calculated
    $197,735
    From this org
    $176,279
    From related orgs
    $0
    Other
    $21,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,029
    Bonus
    $2,250
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,456
    Filer's total
    $197,735

  • HOLLY JAREK

    FORMER VP SHPC AND CAFS

    Total calculated
    $279,079
    From this org
    $279,079
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,079
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $279,079

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
DAVID A. JORDAN, DHA - DEFERRED COMPENSATION - $202,220 DR KATHLEEN JORDAN, DHA - DEFINED BENEFIT PLAN $209,083 MICHAEL MATTHEWS - DEFINED BENEFIT PLAN $93,066 ERIC COLE - DEFERRED COMPENSATION - $1,625 MARILYN LOPEZ HADDAD - DEFERRED COMPENSATION - $12,474 ANNE FINE - DEFERRED COMPENSATION - $11,745 JOSEPH ALLRED - DEFERRED COMPENSATION - $13,585 SHARON GOLDBERG - DEFERRED COMPENSATION - $12,710 THE EMPLOYER CONTRIBUTES THESE DEFERRED COMPENSATION PAYMENTS TO A NON QUALIFIED INELIGIBLE 457(F) PLAN. THESE AMOUNTS CONTRIBUTED INTO THE 457(F) PLAN ARE NOT VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE IN THE EVENT THAT EMPLOYEES DO NOT FULFILL THEIR OBLIGATIONS OF THEIR EMPLOYMENT WITH THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EMPIRICAL ASSET MANAGEMENT LLC

    INVESTMENT · ASSET MANAGEMENT · MA · 6.84% owned · share of income -$74,684 · share of assets $526,563

  • BIRCH B LLC

    UNRELATED · BEVERAGE MARKET · TX · 4.61% owned · share of assets $385,854

  • WELLESLEY FRONT LLC

    UNRELATED · REAL PROPERTY · MA · 25% owned · share of assets $114,934

  • SCIREH THREE LLC

    UNRELATED · REAL PROPERTY · MA · 2.48% owned · share of income $1,752 · share of assets $42,581

  • MERCANTILE VENTURES LLC

    UNRELATED · REAL PROPERTY · MA · 4.85% owned · share of income $38,339 · share of assets $161,459

  • CANAL DISTRICT PARTNERS LLC

    UNRELATED · REAL PROPERTY · MA · 2.94% owned · share of income $361 · share of assets $66,930

  • WBC INVESTMENTS LLC

    UNRELATED · REAL PROPERTY · MA · 8% owned · share of income $5,138 · share of assets $87,296

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431359349303628

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