LOOMIS COMMUNITIES INC

Address
246 NORTH MAIN STREET
SOUTH HADLEY, MA 01075
Contact
Website: http://www.loomiscommunities.org
Phone: +1 (413) 532-5325
Nonprofit
NTEE: P75 - Senior Continuing Care Communities
EIN: 04-2706070

Mission

THE MISSION OF THE LOOMIS COMMUNITIES IS TO ENRICH THE LIVES OF OLDER ADULTS BY PROVIDING A CONTINUUM OF HIGH QUALITY SERVICES WHICH PROMOTES INDEPENDENCE AND MEETS THE CHANGING NEEDS OF PEOPLE THROUGHOUT THE AGING PROCESS.
 20162015201420132012
Basic features of the organization
Year of formation1983
Subsection code03
PF filing required0    
Metropolitan statistical area8003
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$701,901.00$680,898.00 $574,783.00$878,146.00
Sum of reportable (W2/1099) compensation$869,732.00$839,654.00$683,770.00$524,215.00$819,188.00
Number of employees30129631100
Number of people compensated >$100k75333
Number of volunteers1718251514
Number of highly compensated contractors520108 
Personnel
Boisseau, Gwendolyn
Title    DIRECTOR
Name of key/compensated person    GWENDOLYN JONES BOISSEAU
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    2.00
Bowler, Kathleen
TitleDIRECTORDIRECTOR   
Name of key/compensated personKATHLEEN BOWLERKATHLEEN BOWLER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs2.002.00   
Capers, Phyllis
Title    DIRECTOR
Name of key/compensated person    PHYLLIS CAPERS
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    2.00
Cha, Seunghee
TitleDIRECTOR    
Name of key/compensated personSEUNGHEE CHA    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Claflin, Robert
Title ADMINISTRATOR   
Name of key/compensated person ROBERT CLAFLIN   
Position of compensated person
Average hours per week working for org 40.00   
Reportable compensation from org $101,541.00   
Other comp, non-reportable, from org and related orgs $15,156.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Connor, Peter
TitleCLERKCLERKCLERKCLERKCLERK
Name of key/compensated personPETER CONNORPETER CONNORPETER CONNORPETER CONNORPETER CONNOR
Position of compensated person
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs4.004.004.004.004.00
Corrigan, Steve
TitleDIRECTOR, VICE CHAIRPERSONDIRECTORDIRECTOR  
Name of key/compensated personSTEVE CORRIGANSTEVE CORRIGANSTEVE CORRIGAN  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs4.002.002.00  
Davis, Fletcher
TitleDIRECTORDIRECTOR   
Name of key/compensated personFLETCHER DAVISFLETCHER DAVIS   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs2.002.00   
Eddy, Nancy
TitleDIRECTOR (UNTIL MAY 2016)DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personNANCY EDDYNANCY EDDYNANCY EDDYNANCY EDDYNANCY EDDY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Ekus, Lisa
TitleDIRECTOR    
Name of key/compensated personLISA EKUS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Gass, Wayne
Title   DIRECTOR (UNTIL MAY 2013)DIRECTOR
Name of key/compensated person   WAYNE GASSWAYNE GASS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   2.002.00
Halpern, Norman
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDR NORMAN HALPERNDR NORMAN HALPERNDR NORMAN HALPERNNORMAN HALPERNNORMAN HALPERN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Healey, David
TitleDIRECTORDIRECTOR (UNTIL 5/21/15)DIRECTORDIRECTORDIRECTOR
Name of key/compensated personDAVID HEALEYDAVID HEALEYDAVID HEALEYDAVID HEALEYDAVID HEALEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Hendrix, Toni
TitleHR DIRECTOR    
Name of key/compensated personTONI HENDRIX    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$106,123.00    
Other comp, non-reportable, from org and related orgs$6,139.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Jackson, Karen
TitleCOOCOOCOODIRECTOR OF OPERATIONSDIRECTOR OF OPERATIONS
Name of key/compensated personKAREN JACKSONKAREN JACKSONKAREN JACKSONKAREN JACKSONKAREN JACKSON
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$170,508.00$173,812.00$161,083.00$151,957.00$158,596.00
Other comp, non-reportable, from org and related orgs$11,328.00$15,507.00$16,176.00$16,512.00$16,838.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.002.002.000.000.00
Katz, Carol
Title    PRESIDENT & CEO
Name of key/compensated person    CAROL C KATZ
Position of compensated person
Average hours per week working for org    20.00
Reportable compensation from org    $485,617.00
Other comp, non-reportable, from org and related orgs    $20,541.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    20.00
Laskey, Patrick
TitleEXECUTIVE DIRECTORADMINISTRATORADMINISTRATOR  
Name of key/compensated personPATRICK LASKEYPATRICK LASKEYPATRICK LASKEY  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$107,804.00$106,372.00$101,023.00  
Other comp, non-reportable, from org and related orgs$8,390.00$19,227.00$19,955.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Lavallee, Winston
TitleDIRECTOR    
Name of key/compensated personWINSTON LAVALLEE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Lawrence, Sara
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personSARA LAWRENCESARA LAWRENCESARA LAWRENCESARA LAWRENCESARA LAWRENCE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Mantoni, Margaret
TitleCFO/TREASURER/ASST. CLERKCFO/TREASURER/ASST. CLERKCFO/TREASURER/ASST. CLERKCFO/TREASURER/ASST. CLERKCFO/TREASURER/ASST. CLERK
Name of key/compensated personMARGARET R MANTONIMARGARET R MANTONIMARGARET R MANTONIMARGARET R MANTONIMARGARET R MANTONI
Position of compensated person
Average hours per week working for org30.0030.0030.0020.0020.00
Reportable compensation from org$195,220.00$199,431.00$186,050.00$168,764.00$174,975.00
Other comp, non-reportable, from org and related orgs$13,581.00$19,882.00$20,225.00$20,998.00$21,579.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs10.0010.0010.0020.0020.00
McGlung, Gale
Title   DIRECTOR (UNTIL MAY 2013)DIRECTOR
Name of key/compensated person   GALE MCGLUNGGALE MCGLUNG
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   2.002.00
McIntosh, Ann
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDR ANN MCINTOSHDR ANN MCINTOSHDR ANN MCINTOSHANN MCINTOSHANN MCINTOSH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Pellegrino, Anthony
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personANTHONY PELLEGRINOANTHONY PELLEGRINOANTHONY PELLEGRINO  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs2.002.002.00  
Potash, Robert
Title    DIRECTOR
Name of key/compensated person    ROBERT POTASH
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    2.00
Pratt, Thomas
TitleDIRECTOR, CHAIRPERSONDIRECTORDIRECTOR  
Name of key/compensated personTHOMAS PRATTTHOMAS PRATTTHOMAS PRATT  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs4.002.002.00  
Pratt, Tom
Title   DIRECTOR 
Name of key/compensated person   TOM PRATT 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Average hours per week working for related orgs   2.00 
Robinson, Venus
TitleDIRECTORCHAIRCHAIRVICE CHAIRVICE CHAIR
Name of key/compensated personVENUS ROBINSONVENUS ROBINSONVENUS ROBINSONVENUS ROBINSONVENUS ROBINSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.004.004.004.004.00
Scruggs, David
TitlePRESIDENT/CEOPRESIDENT/CEOPRESIDENT/CEOPRESIDENT & CEO 
Name of key/compensated personDAVID W SCRUGGSDAVID W SCRUGGSDAVID W SCRUGGSDAVID W SCRUGGS 
Position of compensated person
Average hours per week working for org30.0030.0030.0020.00 
Reportable compensation from org$290,077.00$258,498.00$235,614.00$203,494.00 
Other comp, non-reportable, from org and related orgs$11,277.00$13,768.00$13,806.00$13,058.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs10.0010.0010.0020.00 
Senecal, Thomas
TitleDIRECTOR (UNTIL MAY 2016)DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personTHOMAS SENECALTHOMAS SENECALTHOMAS SENECALTHOMAS SENECALTHOMAS SENECAL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Sheehan, Greg
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personGREG SHEEHANGREG SHEEHANGREG SHEEHANGREG SHEEHANGREG SHEEHAN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Snow, Deborah
TitleDIRECTOR    
Name of key/compensated personDEBORAH SNOW    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Sordillo, Kay
TitleDIRECTOR (UNTIL MAY 2016)CHAIRCHAIRCHAIRCHAIR
Name of key/compensated personKAY SORDILLOKAY SORDILLOKAY SORDILLOKAY SORDILLOKAY SORDILLO
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.004.004.004.004.00
Stearns, Mary
TitleDIRECTOR (UNTIL MAY 2016)    
Name of key/compensated personMARY ANNE STEARNS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Stearns, Mary-Anne
Title DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated person MARY-ANNE STEARNSMARY-ANNE STEARNSMARY-ANNE STEARNSMARY-ANNE STEARNS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 2.002.002.002.00
Steiger, Edward
TitleDIRECTOR (UNTIL MAY 2016)DIRECTORDIRECTORDIRECTOR 
Name of key/compensated personEDWARD STEIGEREDWARD STEIGEREDWARD STEIGEREDWARD STEIGER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs2.002.002.002.00 
Steiger, Joan
TitleDIRECTOR (UNTIL MAY 2016)DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJOAN STEIGERJOAN STEIGERJOAN STEIGERJOAN STEIGERJOAN STEIGER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
Stevens, Betsy
TitleDIRECTOR (UNTIL MAY 2016)DIRECTORDIRECTORDIRECTOR 
Name of key/compensated personBETSY MACMILLAN STEVENSBETSY MACMILLAN STEVENSBETSY MACMILLAN STEVENSBETSY MACMILLAN STEVENS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs2.002.002.002.00 
Sullivan, Meghan
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMEGHAN SULLIVANMEGHAN SULLIVANMEGHAN SULLIVANMEGHAN SULLIVANMEGHAN SULLIVAN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs2.002.002.002.002.00
White, Kenoen
TitleDIRECTOR    
Name of key/compensated personKENOEN WHITE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs2.00    
Whiting, Richard
Title    DIRECTOR
Name of key/compensated person    RICHARD WHITING JR
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    2.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE INDEPENDENT AND ASSISTED LIVING TO SENIORS.TO PROVIDE INDEPENDENT AND ASSISTED LIVING TO SENIORS.TO PROVIDE INDEPENDENT AND ASSISTED LIVING TO SENIORS.TO PROVIDE INDEPENDENT AND ASSISTED LIVING TO SENIORS.TO PROVIDE INDEPENDENT AND ASSISTED LIVING TO SENIORS.
Program service expenses, total$13,245,127.00$12,826,253.00$12,696,838.00$12,624,487.00$11,451,118.00
Programs, including revenue & expenses
APPLEWOOD PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES THROUGH THE OPERATIONS OF A LIFE CARE RETIREMENT FACILITY CONSISTING OF 103 INDEPENDENT LIVING UNITS.
Program expenses$5,813,918.00$3,695,500.00   
Program revenue$4,895,534.00$4,888,518.00   
Program descriptionAPPLEWOOD PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES THROUGH THE OPERATIONS OF A LIFE CARE RETIREMENT FACILITY CONSISTING OF 103 INDEPENDENT LIVING UNITS.APPLEWOOD PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES THROUGH THE OPERATIONS OF A LIFE CARE RETIREMENT FACILITY CONSISTING OF 103 INDEPENDENT LIVING UNITS.   
LOOMIS CORPORATE MANAGEMENT PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES TO RELATED ENTITIES.
Program expenses  $1,267,526.00$2,277,297.00$2,017,073.00
Program revenue  $2,139,614.00$1,539,752.00$1,208,698.00
Program description  LOOMIS CORPORATE MANAGEMENT PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES TO RELATED ENTITIES.LOOMIS CORPORATE MANAGEMENT PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES TO RELATED ENTITIES.LOOMIS CORPORATE MANAGEMENT PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES TO RELATED ENTITIES.
LOOMIS HOUSE RETIREMENT COMMUNITY PROVIDES INDEPENDENT AND ASSISTED LIVING HOUSING FOR THE ELDERLY. THE COMMUNITY CONSISTS OF 68 INDEPENDENT LIVING UNITS AND 13 ASSISTED LIVING UNITS.
Program expenses    $1,785,302.00
Program revenue    $2,259,795.00
Program description    LOOMIS HOUSE RETIREMENT COMMUNITY PROVIDES INDEPENDENT AND ASSISTED LIVING HOUSING FOR THE ELDERLY. THE COMMUNITY CONSISTS OF 64 INDEPENDENT LIVING UNITS AND 13 ASSISTED LIVING UNITS.
LOOMIS VILLAGE PROVIDES INDEPENDENT AND ASSISTED LIVING HOUSING FOR THE ELDERLY. THE RETIREMENT COMMUNITY CONSISTS OF 38 COTTAGE-STYLE VILLA UNITS, 96 INDEPENDENT LIVING UNITS AND 25 ASSISTED LIVING UNITS.
Program expenses    $4,669,780.00
Program revenue    $6,418,322.00
Program description    LOOMIS VILLAGE PROVIDES INDEPENDENT AND ASSISTED LIVING HOUSING FOR THE ELDERLY. THE RETIREMENT COMMUNITY CONSISTS OF 38 COTTAGE-STYLE VILLA UNITS, 96 INDEPENDENT LIVING UNITS AND 25 ASSISTED LIVING UNITS.
Financial data
Revenue
Total revenue$17,482,149.00$17,047,743.00$18,169,520.00$17,538,162.00$16,075,934.00
Revenue from contributions (total)$82,172.00$101,449.00$159,343.00$173,101.00$67,488.00
Investment income, current yr$103,141.00$228,646.00$1,415,353.00$2,138,507.00$1,184,614.00
Total revenue from grants, etc., current yr$82,172.00$101,449.00$159,343.00$173,101.00$67,488.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$535,550.00$576,051.00$651,260.00$554,318.00$477,278.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$16,761,286.00$16,141,597.00$15,943,564.00$14,672,236.00$14,346,554.00
Gross receipts$17,719,682.00$17,178,542.00$18,169,520.00$17,538,162.00$16,197,069.00
Sources of contributions
Revenue from all other contributions$82,172.00$101,449.00$159,343.00$173,101.00$67,488.00
Other types of revenue
Miscellaneous revenue (total)$520,740.00$561,351.00$651,260.00$554,318.00$477,278.00
Income from dividends, interest, and similar investments$340,674.00$359,445.00$316,354.00$317,948.00$411,403.00
Net rental income$14,810.00$14,700.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$18,168,267.00$17,489,977.00$17,142,270.00$16,940,833.00$15,955,409.00
Total functional expenses: program service $13,245,127.00$12,826,253.00$12,696,838.00$12,624,487.00$11,451,118.00
Total functional expenses: management and general$4,759,331.00$4,553,043.00$4,412,536.00$4,313,808.00$4,492,128.00
Total functional expenses: fundraising$163,809.00$110,681.00$32,896.00$2,538.00$12,163.00
Fees for services
Legal fees (total)$44,993.00$32,935.00$27,643.00$29,952.00$52,284.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total) $16,455.00$143,025.00  
Investment management fees (total)$65,568.00$63,423.00$67,076.00  
Assets and liabilities
Total assets$81,849,970.00$79,185,310.00$78,453,705.00$69,926,976.00$67,989,704.00
Total assets, beginning of year$79,185,310.00$78,453,705.00$69,926,976.00$67,989,704.00$51,644,893.00
Total liabilities$91,296,556.00$89,148,235.00$87,337,904.00$79,190,607.00$78,135,219.00
Total liabilities, beginning of year$89,148,235.00$87,337,904.00$79,190,607.00$78,135,219.00$48,626,690.00
Unrestricted net assets, end of yr-$13,722,895.00-$14,066,710.00-$13,316,670.00-$13,674,108.00-$14,242,591.00
Temporarily restricted net assets$1,520,862.00$1,357,754.00$1,607,537.00$1,571,284.00$1,334,152.00
Permanently restricted net assets, end of yr$2,755,447.00$2,746,031.00$2,824,934.00$2,839,193.00$2,762,924.00
Net assets-$9,446,586.00-$9,962,925.00-$8,884,199.00-$9,263,631.00-$10,145,515.00
Net assets, beginning of year-$9,962,925.00-$8,884,199.00-$9,263,631.00-$10,145,515.00$3,018,203.00
Other liabilities$15,283,482.00$13,108,813.00$10,115,201.00$2,331,928.00$1,930,440.00
Bond liabilities$16,691,281.00$17,216,885.00$18,877,959.00$19,125,836.00$18,459,900.00
Other assets$25,456,139.00$23,564,623.00$22,265,762.00$14,827,532.00$12,163,268.00
Investments: publicly traded securities$18,950,549.00$17,657,452.00$17,945,796.00$16,971,595.00$14,632,514.00
Cash: non-interest bearing$3,717,314.00$3,164,797.00$2,924,869.00$2,015,846.00$3,904,908.00
Cash: non-interest bearing, beginning of year$3,164,797.00$2,924,869.00$2,015,846.00$3,904,908.00$1,049.00
Other financial variables
Revenue less expenses-$686,118.00-$442,234.00$1,027,250.00$597,329.00$120,525.00
Advertising (total)$988,291.00$848,355.00$724,097.00$852,860.00$750,403.00
Savings & temp cash investment    $0.00
Accounts receivable, net$462,413.00$435,771.00$125,066.00$321,401.00$213,526.00
Prepaid expenses & deferred charges$257,100.00$559,765.00$286,613.00$209,237.00$210,179.00
Accounts payable & accrued expenses$1,623,234.00$1,708,061.00$1,619,625.00$1,761,357.00$1,864,037.00
Deferred revenue$57,698,559.00$57,114,476.00$56,725,119.00$55,971,486.00$55,880,842.00
Total net assets or fund balances-$9,446,586.00-$9,962,925.00-$8,884,199.00-$9,263,631.00-$10,145,515.00
Depreciation, depletion, amortization$2,714,721.00$2,641,363.00$2,582,938.00$2,385,494.00$2,329,373.00
Governance and accountability
Number of voting members1718171514
Number of independent voting members1715151414
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Business transaction with entity ownerTrueTrueTrue True
LobbiedTrueTrueTrue  
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-122017-02-172016-02-042014-11-252013-12-23
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201713199349309676201643069349300534201533169349305798201433099349301663201313189349303091
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