2024-04-10T12:59:46-05:00 2023-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2022-07-01 223154028 COMMUNITY SERVINGS INC COMM 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 DAVID WATERS CHIEF EXECUTIVE OFFICER 6175227777 2024-04-07 1 DAVID WATERS 999009999 1 AMANDA ADAMS P00748038 7813562000 2024-04-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID WATERS 179 AMORY STREET JAMAICA PLAIN MA 021304529 18682395 0 X WWW.SERVINGS.ORG X 1991 MA COMMUNITY SERVINGS IS A NOT-FOR-PROFIT FOOD AND NUTRITION PROGRAM PROVIDING (SEE SCHEDULE O) 25 25 149 8071 0 0 8973863 12033066 4771463 5651256 168273 191723 1255669 123593 15169268 17999638 0 167200 0 0 6399828 7996902 0 166990 1669221 6927394 8409108 13327222 16740200 1842046 1259438 24387705 41653438 5151320 21168382 19236385 20485056 X COMMUNITY SERVINGS' MISSION IS TO ACTIVELY ENGAGE THE COMMUNITY TO PROVIDE MEDICALLY TAILORED, NUTRITIOUS, SCRATCH-MADE MEALS TO CHRONICALLY AND CRITICALLY ILL INDIVIDUALS AND THEIR FAMILIES. 0 0 11411551 5504512 FOOD AND NUTRITION PROGRAM - ANNUALLY, COMMUNITY SERVINGS PREPARES AND DELIVERS OVER 800,000 SCRATCH-MADE MEDICALLY TAILORED MEALS TO MORE THAN 3,000 INDIVIDUALS AND THEIR FAMILIES ACROSS MASSACHUSETTS. THE AGENCY'S STANDARD SERVICE INCLUDES FIVE DAYS' WORTH OF LUNCHES, DINNERS, AND SNACKS FOR EACH PRIMARY CLIENT, ALL DEPENDENT CHILDREN IN THE HOUSEHOLD, AND A CAREGIVER. 92 PERCENT OF COMMUNITY SERVINGS' CLIENTS ARE LIVNG IN POVERTY, AND 60 PERCENT ARE FROM COMMUNITIES OF COLOR. FAMILIES RECEIVE 42 PERCENT OF THE AGENCY'S MEALS.ADDITIONALLY, COMMUNITY SERVINGS PROVIDES NUTRITION EDUCATION AND COUNSELING TO THEIR CLIENTS AND THE BROADER COMMUNITY. APPROXIMATELY 58,000 HOURS OF VOLUNTEER SERVICES ARE DONATED BY COMMUNITY MEMBERS TO PREPARE, PACKAGE AND DELIVER MEALS. 1004451 FOOD & HEALTH POLICY - COMMUNITY SERVINGS WORKS TO ADDRESS THE NUTRITIONAL NEEDS OF SEVERELY ILL INDIVIDUALS AND EXPAND OUR MODEL OF HOME DELIVERED MEDICALLY TAILORED MEALS BY MAKING MEDICALLY TAILORED MEALS AN INTEGRATED PART OF THE HEALTHCARE DELIVERY AND PAYMENT SYSTEMS. TO ACHIEVE THIS, COMMUNITY SERVINGS UNDERTAKES RESEARCH, OUTREACH TO HEALTHCARE PROFESSIONALS AND POLICY MAKERS, AND PRODUCES AN ANNUAL SYMPOSIUM IN ADDITION TO PUBLISHING WHITE PAPERS TO SHARE OUR WORK AND INSIGHTS. 930145 WORKFORCE DEVELOPMENT - COMMUNITY SERVINGS' FOOD SERVICE JOB TRAINING PROGRAM OFFERS A 12-WEEK CURRICULUM FOR INDIVIDUALS FACING BARRIERS TO EMPLOYMENT, INCLUDING COOKING AND LIFE SKILLS, NUTRITION, FOOD SAFETY, JOB READINESS SKILLS AND JOB PLACEMENT SUPPORT. IN ADDITION TO ATTENDING CLASSES, TRAINEES GAIN EXPERIENTIAL LEARNING WORKING IN OUR KITCHEN, HELPING TO PREPARE MEALS FOR THE CRITICALLY AND CHRONICALLY ILL WHILE BUILDING THEIR SKILLS AND SELF-ESTEEM. ON AVERAGE, 38-40 TRAINEES ENROLL IN THE TRAINING PROGRAM EACH YEAR. 262309 167200 146744 GRANT TO MARBURY TERRACE, A RELATED ORGANIZATION, CAPITAL PLANNING, AND NEW MARKETS TAX CREDIT FINANCING. 262309 167200 146744 13608456 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 34 0 1 149 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X DAVID WATERS 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 PETER ZANE CHAIR 2.00 2.00 X X 0 0 0 CATHERINE R MATTHEWS VICE CHAIR 2.00 0.00 X X 0 0 0 MAUREEN GOGGIN SECRETARY 2.00 1.00 X X 0 0 0 DIANE L LECLAIR CPA TREASURER 2.00 0.00 X X 0 0 0 LILIANA BACHRACH DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN BERTOLAMI DIRECTOR 1.00 0.00 X 0 0 0 LYZZETTE BULLOCK DIRECTOR 1.00 0.00 X 0 0 0 ARETHA DELIGHT DAVIS MD JD DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY EDGEHILL EDD DIRECTOR 1.00 0.00 X 0 0 0 DAVID FARWELL DIRECTOR 1.00 0.00 X 0 0 0 AMY F GORIN DIRECTOR 1.00 0.00 X 0 0 0 SOPHIA HALL DIRECTOR 1.00 0.00 X 0 0 0 GARRETT HARKER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN J LAGARTO DIRECTOR 1.00 0.00 X 0 0 0 THEA JAMES MD DIRECTOR 1.00 0.00 X 0 0 0 MICHELA LARSON DIRECTOR 1.00 0.00 X 0 0 0 SHARON MCNALLY DIRECTOR 1.00 0.00 X 0 0 0 DIANE BISSONNETTE MOES DIRECTOR 1.00 0.00 X 0 0 0 LARRY MOULTER DIRECTOR 1.00 0.00 X 0 0 0 RICK MUSIOL JR DIRECTOR 1.00 0.00 X 0 0 0 MEHRDAD NOORANI DIRECTOR 1.00 0.00 X 0 0 0 MALISA SCHUYLER DIRECTOR 1.00 0.00 X 0 0 0 J KIRK SMITH DIRECTOR 1.00 0.00 X 0 0 0 KEN TUTUNJIAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC M WEIL MD FACP DIRECTOR 1.00 0.00 X 0 0 0 GREGORY WILMOT DIRECTOR 1.00 0.00 X 0 0 0 CORBY KUMMER EMERITUS DIRECTOR 1.00 0.00 X 0 0 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 40.00 3.00 X 287082 0 46771 SILIFATA WALLACE CHIEF FINANCIAL OFFICER 40.00 1.00 X 94308 0 15762 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 191744 0 22144 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 152666 0 34379 KEVIN CONNER CHIEF OPERATING OFFICER 40.00 1.00 X 145673 0 38165 ERIN DIBACCO SENIOR DIR OF STRATEGY & BUSINESS DEV 40.00 0.00 X 139338 0 37698 BRIAN R HILLMER CHIEF CULINARY OFFICER 40.00 0.00 X 136981 0 7919 JEAN TERRANOVA SENIOR DIR OF POLICY & RESEARCH 40.00 0.00 X 113481 0 27140 1261273 0 229978 7 0 1 0 EXPONENT PARTNERS 201 MISSION STREET SUITE 1200 SAN FRANCISCO CA 94105 TECHNOLOGY FIRM 268475 TOBIN SCIPIONE CONSULTING 43 WELLWOOD ROAD PORTLAND ME 04103 GRANT WRITING 233287 INSOURCE SERVICES 148 LINDEN STREET WELLESLEY MA 02482 IT SERVICES 179293 TREMONT STRATEGIES 1 BEACON ST STE 16300 BOSTON MA 02108 GOVERNMENT RELATIONS/LOBBYING 114535 4 1249803 3132130 7651133 80217 12033066 PROGRAM FEES 624200 5504512 5504512 NMTC INTEREST 900099 146744 146744 5651256 181913 181913 285628 10000 285818 0 -190 10000 9810 9810 508065 1249803 396939 111126 111126 12467 12467 12467 17999638 5651256 0 315316 167200 167200 812937 593167 109049 110721 5404300 3943298 724941 736061 204913 149517 27487 27909 1004289 732789 134717 136783 570463 416243 76523 77697 45456 45456 36706 36706 60000 60000 166990 166990 717102 482100 128938 106064 22684 18766 1672 2246 338026 278433 22128 37465 911739 784706 38227 88806 24962 22966 264 1732 844690 744112 28239 72339 FOOD AND KITCHEN SUPPLI 3880789 3880789 DELIVERY EXPENSE 787146 786798 339 9 EQUIPMENT EXPENSE 370257 275410 65024 29823 CAPITAL PLANNING EXPENS 95109 95109 274442 177053 22813 74576 16740200 13608456 1462523 1669221 3076548 919601 4625768 8562274 532647 1531229 2059821 1980337 13280000 13280000 96271 96768 172716 251111 1351871 620287 457285 731584 50449 36200 14300534 24387705 41653438 2554076 1081832 25000 965002 2572244 2453201 0 16668347 5151320 21168382 X 16559779 17336024 2676606 3149032 19236385 20485056 24387705 41653438 1259438 -10767 0 X 0 1 X 1 1 1 X 6522348 10130402 8826528 8973863 12033066 46486207 6522348 10130402 8826528 8973863 12033066 46486207 1000375 45485832 147956 197800 175496 168271 181913 871436 111126 111126 12467 12467 47481236 16086400 0.95800 0.98380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 12,467. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 89322 89322 0 PART II-B, LINE 1: ADVOCACY RELATED TO FUNDING AND PROGRAMS REGARDING MEDICALLY TAILORED MEALS FOR INDIVIDUALS & FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSES IN MASSACHUSETTS. 55478 55478 1256213 620287 635926 40180 40180 731584 DUE FROM MARBURY TERRACE, INC. 36200 OPERATING LEASE RIGHT-OF-USE ASSET 14264334 14300534 OPERATING LEASE LIABILITY 16668347 16668347 X 18284683 -10767 2986 292826 285045 17999638 0 17999638 17378530 2986 635344 638330 16740200 0 16740200 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2023 AND 2022, MANAGEMENT BELIEVES THAT THE AGENCY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 299,478. REVENUE OF MARBURY TERRACE REPORTED ON THEIR FORM 990 811,186. INTERCOMPANY ELIMINATIONS -817,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 299,478. EXPENSES OF MARBURY TERRACE REPORTED ON THEIR FORM 990 1,153,704. INTERCOMPANY ELIMINATIONS -817,838. X X X X X X 1 TOBIN SCIPIONE CONSULTING 43 WELLWOOD RD PORTLAND ME 04103 GRANT WRITING AND DIRECT SOLICITATION 0 0 122990 -122990 POSSIBILITY PARTNERS 1801 STACCATO COURT GREENVILLE NC 27858 CONSULTING REGARDING SOLICITATION OF CONTRIBUTIONS/PREPARATI 0 0 44000 -44000 166990 -166990 MA PIE IN THE SKY 975716 553076 422640 212118 LIFESAVOR 710667 625242 85425 166763 1 71485 71485 18058 1757868 1249803 508065 396939 396939 111126 1 MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 501(C)(3) 0 167200 BOOK EQUIPMENT GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GRANTS TO ITS RELATED ORGANIZATION. THE CLOSE CONNECTION BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE FUNDS. X X X X 0 0 0 0 0 0 0 0 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 287082 0 0 0 0 0 14194 0 32577 0 333853 0 0 0 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 191744 0 0 0 0 0 9304 0 12840 0 213888 0 0 0 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 152666 0 0 0 0 0 7625 0 26754 0 187045 0 0 0 KEVIN CONNER CHIEF OPERATING OFFICER 145673 0 0 0 0 0 7034 0 31131 0 183838 0 0 0 ERIN DIBACCO SENIOR DIR OF STRATEGY & BUSINESS DE 139338 0 0 0 0 0 6655 0 31043 0 177036 0 0 0 X 50344 74691 MARKET VALUE X FURNITURE 1 5526 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE POUNDS OF FOOD RECEIVED. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SERVICES THROUGHOUT MASSACHUSETTS TO INDIVIDUALS AND FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSSES. WE GIVE OUR CLIENTS, THEIR DEPENDENT FAMILIES, AND CAREGIVERS APPEALING, NUTRITIOUS MEALS AND SEND THE MESSAGE TO THOSE IN GREATEST NEED THAT SOMEONE CARES. OUR GOALS ARE TO HELP OUR CLIENTS MAINTAIN THEIR HEALTH AND DIGNITY AND PRESERVE THE INTEGRITY OF THEIR FAMILIES THROUGH FREE, CULTURALLY APPROPRIATE, HOME-DELIVERED MEALS, NUTRITION EDUCATION, AND OTHER COMMUNITY PROGRAMS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BYLAWS FOR THE PURPOSE OF STRENGTHENING ITS GOVERNANCE STRUCTURE: 1. CREATED A 3-YEAR TERM FOR BOARD CHAIR, WITH AN OPTION OF SERVING ONE ADDITIONAL YEAR. 2. CREATED A NEW POSITION OF CHAIR-ELECT WHO WILL BE ELECTED BY THE BOARD TO BEGIN SERVING ONE YEAR BEFORE THE EXPIRATION OF THE SITTING CHAIR'S TERM. 3. CHANGED OFFICERS' TERMS FROM 2 YEARS TO 1 YEAR. 4. ELIMINATED THE POSITION OF VICE CHAIR AS OF JULY 1, 2023. 5. CHANGED THE STRUCTURE OF THE EXECUTIVE COMMITTEE TO INCLUDE A MINIMUM OF 3 OFFICERS AND 4 NON-OFFICERS. THE CHAIR-ELECT WILL SERVE ON THE EXECUTIVE COMMITTEE AND THE FORMER CHAIR MAY CONTINUE TO SERVE ON THE EXECUTIVE COMMITTEE UNTIL THE END OF THEIR TERM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE AGENCY'S BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUAL INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE AGENCY'S CEO IS APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE AGENCY IS EVALUATED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATING FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 HOLDS REAL ESTATE AND RELATED DEBT MA 501(C)(3) 12A COMMUNITY SERVINGS 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 MARBURY TERRACE INC B 167200 BOOK VALUE MARBURY TERRACE INC K 817838 BOOK VALUE