2024-04-12T09:30:54-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 042519028 KENNEDY-DONOVAN CENTER INC KENN 5087721233 ONE COMMERCIAL STREET FOXBORO MA 020352530 GLEN P MATTERA VICE PRESIDENT & CFO 5087721200 2024-02-19 1 GLEN MATTERA 999009999 1 CHARLES N CICCONE P01274937 6177610600 2024-02-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA MORGAN ONE COMMERCIAL STREET FOXBORO MA 020352530 32058281 0 X WWW.KDC.ORG X 1969 MA AN ORGANIZATION THAT SUPPORTS PEOPLE WITH DEVELOPMENTAL DELAYS, DISABILITIES AND FAMILY CHALLENGES TO PURSUE THEIR PERSONAL POTENTIAL AND SUCCESS IN THE COMMUNITY. WE PROVIDE A WIDE RANGE OF EFFECTIVE SUPPORTS TO INDIVIDUALS AND FAMILIES THROUGH PREVENTION, ADVOCACY AND INTERVENTION SERVICES THAT ARE PERSON-CENTERED, INNOVATIVE, AND COMPASSIONATE. 11 11 446 30 -15112 0 7311415 2356832 28878404 29349430 -680422 101488 112640 -16345 35622037 31791405 0 0 0 0 18512392 19974933 0 0 402860 12202081 12097997 30714473 32072930 4907564 -281525 25380076 25799665 12003030 12750816 13377046 13048849 X KENNEDY-DONOVAN CENTER SUPPORTS INDIVIDUALS AND FAMILIES WITH DEVELOPMENTAL DISABILITIES AND DELAYS TO REACH THEIR MAXIMUM POTENTIAL AND QUALITY OF LIFE THROUGH INDIVIDUALIZED SERVICES AND ADVOCACY. 0 0 13859113 14229841 CHILDREN'S CLINICAL SERVICES - EARLY INTERVENTION (EI) COORDINATES HOME VISITING AND GROUP SERVICES TO FAMILIES WITH CHILDREN BIRTH TO THREE YEARS OF AGE WHO ARE FACING DEVELOPMENTAL DELAYS, CERTAIN DIAGNOSED CONDITIONS, OR WHOSE CIRCUMSTANCES PUT THEM AT RISK FOR DEVELOPMENTAL DELAYS. AN ARRAY OF THERAPEUTIC, EDUCATIONAL, AND SOCIAL SERVICES ARE DELIVERED IN FAMILIES' HOMES, AT OUR PROGRAMS CENTER, OR AT OTHER APPROPRIATE LOCATIONS. EI IS THE EARLIEST POSSIBLE INTERVENTION TO ADDRESS A CHILD'S DELAYED DEVELOPMENT, AND TO FOSTER THEIR HEALTHY DEVELOPMENT IN A TIMELY MANNER WITH ALL THE TOOLS AVAILABLE. KDC ALSO PROVIDES RESOURCES AND SUPPORT FOR AUTISM SERVICES. OUR AUTISM SERVICES PROGRAM SUPPORTS INDIVIDUALS OF ALL AGES AND THEIR FAMILIES AFFECTED BY THE AUTISM SPECTRUM DISORDER. 11400005 12313044 COMMUNITY DEVELOPMENTAL SERVICES - PROVIDING SUPPORTED LIVING ACROSS SOUTHEASTERN MASSACHUSETTS TO ADULT INDIVIDUALS WITH DISABILITIES. THESE INCLUDE COMMUNITY SHARED LIVING AND INDIVIDUAL LIVING ASSISTANCE, SUPERVISED LIVING 24/7 RESIDENTIAL GROUP HOMES; SHARED LIVING PROVIDER TRAINING, CASE MANAGEMENT, AND ASSISTANCE TO HOST FAMILIES. 2767010 2806545 FAMILY SERVICES - IN ADDITION TO OUR SUPPORTED LIVING/RESIDENTIAL PROGRAMS AND EARLY INTERVENTION/AUTISM SERVICES, WE PROVIDE RESOURCE AND REFERRAL SOURCES THROUGH REGIONAL FAMILY SUPPORT CENTERS, HEALTHY FAMILIES YOUNG ADULT PREGNANCY PROGRAMS, FAMILY SUPPORT PROGRAMS, FOSTER CARE SERVICES, AND A DAY HABILITATION PROGRAM. THESE COMMUNITY SERVICES PROVIDE SERVICES TO MORE THAN 10,000 INDIVIDUALS AND THEIR FAMILIES EACH YEAR FROM PRENATAL THROUGH THE END OF LIFE. WE OFFER PROGRAMS AND SERVICES TO HELP THOSE WE SERVE REACH THEIR MAXIMUM POTENTIAL AND QUALITY OF LIFE. 28026128 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 204 0 1 446 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X GLEN MATTERA 5087721200 ONE COMMERCIAL STREET FOXBORO MA 02035 JEFFREY KOBS CHAIR 3.00 X X 0 0 0 EDWIN CARR CLERK 2.00 X X 0 0 0 ANTHONY KARAMAS DIRECTOR 3.00 X 0 0 0 ANASTASIA BERGMAN DIRECTOR 2.00 X 0 0 0 DEBORAH FELIX DIRECTOR 3.00 X 0 0 0 JEREMY LOUISE DIRECTOR 2.00 X 0 0 0 TIM MULCAHY DIRECTOR 3.00 X 0 0 0 REBECCA MARCOUX TREASURER 3.00 X X 0 0 0 RENEE CLARK DIRECTOR 2.00 X 0 0 0 SUZANNE RIBERO-BALASSONE DIRECTOR 2.00 X 0 0 0 BRADFORD PINEAULT VICE CHAIR 3.00 X X 0 0 0 DAVID BOUCHER DIRECTOR (UNTIL 2/24/23) 2.00 X 0 0 0 GLEN MATTERA VICE PRESIDENT & CFO 40.00 X 190240 0 0 AMANDA PERKINS VP, DEVELOPMENT 40.00 X 119447 0 2100 LISA MORGAN PRESIDENT & CEO 40.00 X 208169 0 2660 MARCIA GALAVOTTI VP, COMMUNITY DEVELOPMENT 40.00 X 102038 0 2175 SUSAN HOMAN VP, CHILDREN'S CLINICAL SERVICES 40.00 X 91735 0 9117 SCOTT JARVIS VP, FAMILY SERVICES 40.00 X 93383 0 6018 SUSAN CINA VP, PEOPLE & CULTURE 40.00 X 119459 0 7403 STEVEN WHALEN CONTROLLER (UNTIL 8/6/22) 40.00 X 90005 0 5203 1014476 0 34676 5 0 1 0 CUNNINGHAM & ASSOCIATES LLC 218 SHREWSBURY ST STE 201-202 WORCESTER MA 01604 TAX SERVICES 300000 ADVANCE AIR & HEAT CO INC 177 BULLOCK ROAD EAST FREETOWN MA 02717 PAYROLL SERVICE 147038 PROBUILT DESIGN LLC 839 WEBSTER STREET MARSHFIELD MA 02050 GENERAL CONTRACTOR 145168 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 AUDIT & TAX SERVICES 112186 4 190896 1826921 339015 2356832 FEES FROM STATE CONTRACTS 525990 13504649 13504649 THIRD PARTY INSURANCE 524292 9054671 9054671 MEDICAID PAYMENTS 524114 5989658 5989658 CLIENT FEES 624100 658917 658917 MISCELLANEOUS 900099 141535 141535 29349430 7797 7797 30037 45149 -15112 -15112 -15112 264935 171244 93691 93691 93691 49250 190896 50483 -1233 -1233 31791405 29349430 -15112 100255 X 988684 303845 563283 121556 15682144 14142690 1384795 154659 1755571 1522925 203610 29036 1548534 1343445 179437 25652 49521 48576 945 26661 26661 141595 141595 763 763 5633092 5633092 17271 13371 2414 1486 51257 31989 18434 834 670339 214307 449781 6251 1000766 920988 66391 13387 625343 610170 13462 1711 8354 4316 4038 489517 391052 88758 9707 858537 762901 87333 8303 277041 208344 67360 1337 STAFF TRAINING 297785 232942 61764 3079 TELEPHONE 290579 251391 35328 3860 BAD DEBT 278051 267482 10569 SUPPLIES 176207 171172 4959 76 1205318 999706 184631 20981 32072930 28026128 3643942 402860 1226874 1259270 5888299 6201831 3224345 2992276 152524 135825 22124508 8161880 14343031 13962628 519033 574144 25970 673691 25380076 25799665 3146592 2557686 0 1120762 2560656 2363906 6167812 5940713 127970 767749 12003030 12750816 X 12747694 12503748 629352 545101 13377046 13048849 25380076 25799665 -281525 -46672 0 X 0 1 X 1 1 1 X 391111 375742 2506657 7311415 2356832 12941757 36803278 38559046 30387751 28878404 29349430 163977909 37194389 38934788 32894408 36189819 31706262 176919666 0 0 0 176919666 1036 2540 421 1554 7797 13348 1036 2540 421 1554 7797 13348 37195425 38937328 32894829 36191373 31714059 176933014 0.99990 1.00000 0.00010 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1955748 1955748 14694574 5522634 9171940 4243475 1703093 2540382 749923 578870 171053 480788 357283 123505 13962628 FUNDS HELD IN TRUST 8448 OPERATING LEASE OBLIGATION 759301 767749 X 31794453 -46672 50483 3811 31790642 763 763 31791405 32122650 50483 50483 32072167 763 763 32072930 PART X, LINE 2: KDC ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. KDC HAS IDENTIFIED ITS STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, KDC HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. KDC IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 50,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 50,483. GALA 219505 170255 49250 9641 11475 2685 22266 WALK KDC 20641 20641 4416 240146 190896 49250 9641 11475 2685 26682 50483 -1233 X X X X X 1 0 0 0 0 0 0 1 0 LISA MORGAN PRESIDENT & CEO 203169 0 5000 0 0 0 0 0 2660 0 210829 0 0 0 GLEN MATTERA VICE PRESIDENT & CFO 190240 0 0 0 0 0 0 0 0 0 190240 0 0 0 PART I, LINE 4A STEVEN WHALEN RECEIVED A SEVERANCE PAYMENT OF $20,745 IN CALENDAR YEAR 2022. PART I, LINE 7 THE BONUS AWARDED TO THE PRESIDENT & CEO WAS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR COVERING ADDITIONAL RESPONSIBILITES DURING 2022. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2010-01-26 5500000 REFINANCE EXISTING REAL ESTATE AND NEW CONSTRUCTION 0 0 0 A 5500000 161666 5338334 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/31/2020 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990 INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED TO THE ORGANIZATION'S FINANCE COMMITTEE. ANY CHANGES REQUIRED BASED ON THE FINANCE COMMITTEE'S REVIEW ARE MADE, AND A REVISED DRAFT IS DISTRIBUTED FOR APPROVAL. UPON APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW. THE PRESIDENT OF THE ORGANIZATION IS THEN AUTHORIZED TO SIGN AND FILE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT THAT INCLUDES THE AGENCY'S CONFLICT OF INTEREST POLICY. THE STATEMENT REQUIRES BOARD MEMBERS TO DISCLOSE ANY DIRECT OR INDIRECT DEALINGS WITH THE AGENCY. THE FORMS ARE REVIEWED BY THE PRESIDENT & CEO. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THE PRESIDENT & CEO REVIEWS THE CONFLICT WITH THAT INDIVIDUAL AND THE INDIVIDUAL IS PROHIBITED FROM TAKING PART IN THE DELIBERATIONS OR DECISIONS REGARDING THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO/PRESIDENT AND OTHER OFFICERS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS IN COMPARABLY SIZED AGENCIES IN THE REGION. THE MINUTES OF THE MEETINGS OF THE EXECUTIVE COMMITTEE REFLECT THE DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CEO/PRESIDENT'S COMPENSATION WITH ASSISTANCE OF PEER ANALYSIS WHO PERFORM AN ANNUAL NON-PROFIT WORKFORCE COMPENSATION AND BENEFITS REPORT FOLLOWING KDC'S EXECUTIVE COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAINTAINS A ROBUST WEBSITE WHICH PROVIDES INTERESTED PARTIES ACCESS TO THE AGENCY FINANCIAL STATEMENTS AND FORM 990. THE AGENCY ALSO SUBMITS FINANCIAL AND GOVERNANCE INFORMATION TO CLEARINGHOUSE ORGANIZATIONS WHICH ARE READILY AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G EARLY CHILDHOOD INTERVENTION SPECIALTY SERVICE PROVIDERS: PROGRAM SERVICE EXPENSES 5,633,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,633,092.