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Nonprofiteer
← LUTHERAN HOUSING CORP - BROCKTON

Form 990 for tax year 2024

Filed by LUTHERAN HOUSING CORP - BROCKTON.

Totals

Total revenue
$18,622,246
Total expenses
$17,313,903
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,108,686
Investment income
$66,157
Other revenue
$447,403
Total assets, end of year
$32,838,384
Total liabilities, end of year
$25,282,723
Net assets or fund balances, end of year
$7,555,661
Program services expenses (Part IX)
$14,804,671
Management and general expenses
$2,509,232
Fundraising expenses
$0
Program service expenses (Part III)
$14,804,671

Program services were 85.5% 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.

  • 2a · Program service revenue: RESIDENT SERVICE REVENUE

    total $18,108,686 · related or exempt $18,108,686

  • 3 · Investment income

    total $66,157 · excluded $66,157

  • 11a · Other revenue: OTHER INCOME

    total $416,853 · related or exempt $390,387 · excluded $26,466

  • 11b · Other revenue: PURCHASE DISCOUNTS

    total $16,054 · related or exempt $16,054

  • 11c · Other revenue: TELEPHONE & TV

    total $14,496 · related or exempt $14,496

  • 11e · Other revenue, total

    $447,403

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $8,919,490 · program services $7,446,658 · management and general $1,472,832

  • 8 · Pension plan contributions

    total $50,419 · program services $42,093 · management and general $8,326

  • 9 · Other employee benefits

    total $507,616 · program services $423,796 · management and general $83,820

  • 10 · Payroll taxes

    total $710,558 · program services $593,227 · management and general $117,331

  • 11a · Fees: management

    total $1,002,843 · program services $597,744 · management and general $405,099

  • 11b · Fees: legal

    total $68,435 · management and general $68,435

  • 11c · Fees: accounting

    total $32,428 · management and general $32,428

  • 11g · Fees: other

    total $184,501 · program services $150,904 · management and general $33,597

  • 12 · Advertising and promotion

    total $56,026 · program services $52,305 · management and general $3,721

  • 13 · Office expenses

    total $75,654 · program services $70,464 · management and general $5,190

  • 16 · Occupancy

    total $397,536 · program services $370,265 · management and general $27,271

  • 17 · Travel

    total $1,656 · program services $1,656

  • 19 · Conferences, conventions and meetings

    total $6,303 · program services $6,303

  • 20 · Interest

    total $1,040,823 · program services $969,471 · management and general $71,352

  • 22 · Depreciation, depletion and amortization

    total $961,200 · program services $865,290 · management and general $95,910

  • 23 · Insurance

    total $302,937 · program services $282,200 · management and general $20,737

  • 24a · Other expenses: MEDICAID USER FEES

    total $892,058 · program services $892,058

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $665,847 · program services $665,847

  • 24c · Other expenses: ANCILLARY EXPENSES

    total $475,033 · program services $475,033

  • 24d · Other expenses: RAW FOOD EXPENSES

    total $382,757 · program services $382,757

  • 24e · All other expenses

    total $579,783 · program services $516,600 · management and general $63,183

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,687,303 · end of year $933,864

  • 4 · Accounts receivable

    beginning of year $2,273,174 · end of year $2,253,136

  • 9 · Prepaid expenses and deferred charges

    beginning of year $175,408 · end of year $144,778

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

    $29,585,491

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

    $2,641,504

  • 10c · Land, buildings and equipment, net

    beginning of year $27,681,426 · end of year $26,943,987

  • 14 · Intangible assets

    beginning of year $225,582 · end of year $193,356

  • 15 · Other assets

    beginning of year $1,629,982 · end of year $2,369,263

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,995,129 · end of year $1,805,463

  • 23 · Secured mortgages and notes payable

    beginning of year $23,787,862 · end of year $23,441,465

  • 25 · Other liabilities

    beginning of year $1,642,566 · end of year $35,795

  • 27 · Net assets without donor restrictions

    beginning of year $6,247,318 · end of year $7,555,661

Mission and programs · 2024

Mission

WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES.

Activities or mission (Part I)

OPERATES AN ASSISTED LIVING FACILITY THAT OFFERS SAFE AND AFFORDABLE HOUSING FOR SENIORS.

  • THE ORGANIZATION OPERATES A 107-BED NURSING FACILITY AND A 43-BED REST HOME WHICH PROVIDE SKILLED NURSING AND REHABILITATIVE SERVICES TO THE ELDERLY.

    Expenses $14,804,671 · Revenue $18,529,623

As filed on the 2024 return.

Listed in Part VII

  • ANGELA BOVILL

    PRESIDENT & CEO

    Total calculated
    $753,028
    From this org
    $0
    From related orgs
    $710,427
    Other
    $42,601
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,486 related
    Bonus
    $0 + $190,500 related
    Other
    $0 + $8,441 related
    Deferred
    $0 + $31,000 related
    Nontaxable benefits
    $0 + $11,601 related
    Filer's total
    $0 + $753,028 related

  • KRISTINE HANSCOM

    EXECUTIVE VP/CFO/COO

    Total calculated
    $352,561
    From this org
    $0
    From related orgs
    $323,208
    Other
    $29,353
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,620 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $4,588 related
    Deferred
    $0 + $21,769 related
    Nontaxable benefits
    $0 + $7,584 related
    Filer's total
    $0 + $352,561 related

  • CHRISTINE TAPPAN

    CHIEF OF STRATEGIC ADVANCEMENT

    Total calculated
    $245,850
    From this org
    $0
    From related orgs
    $245,473
    Other
    $377
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,000 related
    Bonus
    $0
    Other
    $0 + $473 related
    Deferred
    $0 + $377 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $245,850 related

  • BRENNA SCHNEIDER

    CHIEF OR SOCIAL INNOVATION

    Total calculated
    $200,183
    From this org
    $0
    From related orgs
    $182,644
    Other
    $17,539
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,888 related
    Bonus
    $0
    Other
    $0 + $3,756 related
    Deferred
    $0 + $17,539 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $200,183 related

  • PAUL HALSTEAD

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $207,162
    From this org
    $0
    From related orgs
    $183,581
    Other
    $23,581
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,320 related
    Bonus
    $0
    Other
    $0 + $10,261 related
    Deferred
    $0 + $23,500 related
    Nontaxable benefits
    $0 + $81 related
    Filer's total
    $0 + $207,162 related

  • RUTH MAENZANISE

    NURSING

    Total calculated
    $161,446
    From this org
    $156,297
    From related orgs
    $0
    Other
    $5,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,597
    Bonus
    $4,700
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,149
    Filer's total
    $161,446

  • NICHOLAS RUSSO

    SR. DIR. OF TREASURY

    Total calculated
    $149,050
    From this org
    $0
    From related orgs
    $144,716
    Other
    $4,334
    Hours/week
    1 + 39 related

  • ROBIN HIGH

    ADMINISTRATOR

    Total calculated
    $136,770
    From this org
    $129,984
    From related orgs
    $0
    Other
    $6,786
    Hours/week
    40

  • NICOLE REIDY

    NURSING

    Total calculated
    $126,803
    From this org
    $126,803
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JANET MOYLES

    DIRECTOR OF NURSING

    Total calculated
    $131,761
    From this org
    $121,159
    From related orgs
    $0
    Other
    $10,602
    Hours/week
    40

  • KIMBERLY DILLON

    REHAB DIRECTOR

    Total calculated
    $110,379
    From this org
    $110,379
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • TARA BROWNE

    CLERK/EXECUTIVE ASSISTANT

    Total calculated
    $82,463
    From this org
    $0
    From related orgs
    $75,582
    Other
    $6,881
    Hours/week
    1 + 39 related

  • NICHOLAS SOUSA

    ASST. CLERK/EXECUTIVE ASSISTANT

    Total calculated
    $68,881
    From this org
    $0
    From related orgs
    $60,359
    Other
    $8,522
    Hours/week
    1 + 39 related

  • KEITH ROBERTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • WILLIAM MAYO

    DIRECTOR/PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • FREDERICK JENOURE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • THE REV ROSS GOODMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • ASHISH COWLAGI

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • ALEXANDER BARTHOLOMEW

    FINANCIAL SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 3
ASCENTRIA CARE ALLIANCE, INC. (ACA) IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED AND PAID BY ACA. THE CEO OF ACA IS THE PRINCIPAL REPRESENTATIVE OF ASCENTRIA CARE ALLIANCE, INCLUDING ITS AFFILIATES AND SUBSIDIARIES, AND IS THE PERSON RESPONSIBLE FOR THE EFFICIENT OPERATION OF THE ACA, ITS AFFILIATES, AND ITS SUBSIDIARIES. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ACA ANNUALLY EVALUATES THE CEO ON HIS/HER PERFORMANCE. THE CHAIR OF ACA'S BOARD OF DIRECTORS, AN UNCOMPENSATED VOLUNTEER, IS THE CHAIR OF THE EXECUTIVE COMMITTEE AND IS INDEPENDENT WITHOUT UNDUE INFLUENCE FROM THE CEO. THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH TO MAKE A RECOMMENDATION FOR THE COMPENSATION OF THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS, DOCUMENTED PHONE CALLS ABOUT SIMILAR CEO POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMMITTEE WILL DOCUMENT ITS DECISIONS IN THE MINUTES OF THE MEETING. THE DOCUMENTATION OF THE CEO'S COMPENSATION INCLUDES: A DISCUSSION OF THE CEO'S RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW; DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; LIST OF COMMITTEE MEMBERS PRESENT DURING THE DISCUSSION; ACTIONS TAKEN WITH RESPECT TO ANY CONFLICTS OF INTEREST BY ANY MEMBER WITH RESPECT TO THE DECISION ON THE COMPENSATION; AND A RECORD OF THE RESULT OF THE COMPENSATION VOTE.

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.

  • RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ

    MA

Provenance

Return type
form_990
Tax year
2024
Filed
5 May 2026
IRS schema version
2024v5.5
Source object
202611289349301311

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