2026-07-17T08:28:29-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2025-01-01 237230037 HALE-BARNARD CORPORATION HALE 6175363726 273 CLARENDON STREET BOSTON MA 02116 JANE BRESCHARD WILSON PRESIDENT 6175363726 2026-07-16 1 KATARZYNA O PADZIK P02268641 7819821001 2026-07-16 2025 2025-03-06 01:10:19Z JANE BRESCHARD WILSON 273 CLARENDON STREET BOSTON MA 02116 11870309 0 X WWW.HALEBARNARD.ORG X 1965 MA THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY. 17 17 80 55 0 0 484990 97989 4501469 4210975 579418 2017539 0 0 5565877 6326503 0 0 0 0 2187012 2390591 3244 6450 6450 2202154 2342526 4392410 4739567 1173467 1586936 21071233 21961515 388055 300895 20683178 21660620 X THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 0 0 3329402 0 4210975 HALE HOUSE REST HOME - LEVEL-4 REST HOME FACILITY. THE HOME'S GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. 3329402 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X TRACEY CRAVEDI 6175363726 273 CLARENDON STREET BOSTON MA 02116 TRACEY CRAVEDI EXECUTIVE DIRECTOR 40.00 X 199505 0 9975 JILL GEMELLI ADMISSIONS COORDINATOR 40.00 X 121528 0 28389 JACK MCCHESNEY FACILITY DIRECTOR 40.00 X 111046 0 23611 SARKIS BOYAJIAN BUSINESS MANAGER 40.00 X 111934 0 5597 JANE BRESCHARD WILSON PRESIDENT 1.00 X X 0 0 0 FADI PIERRE KANAAN TREASURER 1.00 X X 0 0 0 MS MARY ELLEN NORMEN CLERK 1.00 X X 0 0 0 PETER BANOS DIRECTOR 1.00 X 0 0 0 BARBARA E BOWEN DIRECTOR 1.00 X 0 0 0 MS KELSY BRONSKI DIRECTOR 1.00 X 0 0 0 CURT GILMORE DIRECTOR 1.00 X 0 0 0 MEREDITH L HARRON DIRECTOR 1.00 X 0 0 0 PATRICIA KNIGHT DIRECTOR 1.00 X 0 0 0 ROCHELLE LITE DIRECTOR 1.00 X 0 0 0 DR REV STEPHANIE MAY DIRECTOR 1.00 X 0 0 0 MARY LOU MCLEAN DIRECTOR 1.00 X 0 0 0 MARGARET MCISAAC DIRECTOR 1.00 X 0 0 0 MARGARET MOODY DIRECTOR 1.00 X 0 0 0 ROXANNE MOORE DIRECTOR 1.00 X 0 0 0 JANINE MUDGE DIRECTOR 1.00 X 0 0 0 JUDY WILBURN DIRECTOR 1.00 X 0 0 0 544013 0 67572 4 0 1 0 HEALTH CARE SERVICE GROUP POBOX 829677 PHILADELPHIA PA 19182 MEAL SERVICE 815970 4 M BUILDING POBOX 870784 KANSAS CITY MO 64187 CLEANING SERVICE 258150 ROGERSON COMMUNITIES 1 FLORENCE STREET BOSTON MA 02131 MANAGEMENT SERVICE 231603 3 97989 97989 RESIDENT RELATED REVENUE 623000 4210975 4210975 4210975 363447 363447 7197898 5543806 1654092 1654092 1654092 6326503 4210975 0 2017539 327011 327011 1693043 1330189 362854 37401 35593 1808 162064 108892 53172 171072 116691 54381 241604 241604 46733 46733 6450 6450 63594 63594 317268 242468 74800 9500 9500 64883 29677 35206 58704 53941 4763 224436 204032 20404 166559 151417 15142 89782 81620 8162 OUTSOURCED FOOD SERVICE 820489 820489 ACTIVITIES 68028 68028 CREDIT LOSSES 55610 0 55610 MAINTENANCE SUPPLIES 48209 48204 5 67127 38161 28966 4739567 3329402 1403715 6450 1791468 1429319 5167 2129 155250 169699 11457 11142 5962682 4163465 1714867 1799217 17195910 18390261 250 250 196864 159498 21071233 21961515 222582 176947 42875 2704 122598 121244 388055 300895 X 20677761 21658241 5417 2379 20683178 21660620 21071233 21961515 1586936 -609494 0 X 0 1 X 1 0 X 493694 326293 530715 484990 97989 1933681 2860173 3347254 3635008 4501469 4210975 18554879 3353867 3673547 4165723 4986459 4308964 20488560 0 1619300 1619300 1619300 1619300 18869260 186895 206221 312983 342154 363447 1411700 186895 206221 312983 342154 363447 1411700 3540762 3879768 4478706 5328613 4672411 21900260 0.86160 0.93900 0.06450 0.06100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5417 2000 5038 2379 5495 2000 2078 5417 6743 2500 3748 5495 148024 1500 142781 6743 7683 140000 341 148024 0.00000 0.00000 1.00000 0 0 100000 100000 4776888 3363386 1413502 1085794 800079 285715 1799217 RESIDENT DEPOSITS 121244 121244 X 5653415 -609494 -609494 6262909 63594 63594 6326503 4675973 0 4675973 63594 63594 4739567 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. 0 0 0 0 0 0 0 0 0 TRACEY CRAVEDI EXECUTIVE DIRECTOR 199505 0 0 0 0 0 9975 0 0 0 209480 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. MANAGEMENT FEES TOTALED $241,604 DURING 2025. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE COMPLETE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DISTRIBUTING THE CONFLICT OF INTEREST FORMS AND ENSURING FOLLOW UP IS COMPLETED ON ANY NOTED CONFLICTS. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. BOARD MEMBERS, AND EMPLOYEES DO NOT CONDUCT ANY DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ENTITY. BOARD MEMBERS ARE REQUIRED TO ALWAYS USE ETHICAL AND APPROPRIATE JUDGMENT TO MAKE SEEMINGLY CORRECT CHOICES WHEN CONFLICTS ARISE. MINUTES OF BOARD MEETINGS REFLECTS WHEN A BOARD MEMBER DISCLOSES THAT S/HE HAS A CONFLICT OF INTERESTS AND HOW THE CONFLICT WAS MANAGED, SUCH AS THAT THERE WAS A DISCUSSION ON THE MATTER WITHOUT THE BOARD MEMBER IN THE ROOM, AND THAT A VOTE WAS TAKEN BUT THAT THE "INTERESTED" BOARD MEMBER ABSTAINED (BOARD MEMBERS WITH A CONFLICT ARE "INTERESTED" BOARD MEMBERS WITHOUT A CONFLICT ARE "DISINTERESTED"). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.