Hale-barnard Corporation
Nonprofit profile at a glance
- EIN
- 237230037
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Boston, MA, USA
- Phone
- 6175363726
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $6,326,503
- Expenses
- $4,739,567
- Assets
- $21,961,515
- Liabilities
- $300,895
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
21 people listed
Executive titles in this filing
- TRACEY CRAVEDI (EXECUTIVE DIRECTOR)
- JANE BRESCHARD WILSON (PRESIDENT)
Highest reported compensation
- TRACEY CRAVEDI (EXECUTIVE DIRECTOR): $209,480 total reported compensation
- JILL GEMELLI (ADMISSIONS COORDINATOR): $149,917 total reported compensation
- JACK MCCHESNEY (FACILITY DIRECTOR): $134,657 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Earned-program. 90% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 65
- Accountability: 91
- Sustainability: 72
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.7%; rating input score 66
- Program expense ratio: 70.2%; rating input score 70
- Fundraising efficiency: $15.19 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 25.1%; rating input score 78; 78th percentile among comparable filings
- Total-asset coverage ratio: 4.63; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 12.9%; rating input score 26; 26th percentile among comparable filings
Growth
- Program expense growth: 4.3% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: 6.3% per year; rating input score 100; 47th percentile among comparable filings
- Asset growth: 6.7% per year; rating input score 100; 43rd percentile among comparable filings
Details
- Where the money goes: 65.7% of revenue deployed · 70.2% of spending went to programs
- Governance: 17 of 17 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $3.3M in reported program spending
- Leadership: top reported pay $209K · 21 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $1.3M reported
- Consistency: 33 of 33 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Review — Financial Efficiency: Fundraising efficiency scored 50/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- High — Sustainability: Officer compensation ratio scored 26/100.