2024-05-09T12:27:45-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 042562377 BROCKTON AREA MULTI-SERVICES INC BROC 5085808700 10 CHRISTYS DR BROCKTON MA 02301 DENNIS ORSINGER CFO 5085808700 2024-05-03 1 DENNIS ORSINGER XXX-XX-XXXX 1 BRENDA L BOOTH P01342395 6177610600 2024-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER EVERS 10 CHRISTYS DR BROCKTON MA 02301 111867781 0 X WWW.BAMSI.ORG X 1975 MA IMPROVE THE QUALITY OF PEOPLE'S LIVES THROUGH THE FOLLOWING HUMAN SERVICES: DAY AND RESIDENTIAL SERVICES FOR THOSE WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES; BEHAVIORAL HEALTH SERVICES; HOUSING AND ESSENTIAL SERVICES; SERVICES FOR CHILDREN; YOUTH & FAMILY; HIV SERVICES; AND ELDERLY SERVICES. 13 13 1864 13 6622 6622 1411404 1055006 103229225 106439193 286118 617581 709197 3465990 105635944 111577770 0 0 0 0 80253649 82084586 0 0 63516 23375208 27062051 103628857 109146637 2007087 2431133 60453691 76780101 35390469 48603308 25063222 28176793 X IMPROVE THE QUALITY OF PEOPLE'S LIVES THROUGH THE FOLLOWING HUMAN SERVICES: DAY AND RESIDENTIAL SERVICES FOR THOSE WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES; BEHAVIORAL HEALTH SERVICES; HOUSING AND ESSENTIAL SERVICES; SERVICES FOR CHILDREN; YOUTH & FAMILY; HIV SERVICES; AND ELDERLY SERVICES. 0 0 70663438 79779378 DEVELOPMENTAL DISABILITIES AND BRAIN INJURY SUPPORT APPROXIMATELY 1215 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES TO LIVE IN HOMES IN THE COMMUNITY ATTEND DAY HABILITATION PROGRAMS OR FIND APPROPRIATE EMPLOYMENT. PLANS OF CARE ARE BASED ON EACH INDIVIDUAL'S VARYING LEVELS OF ABILITY, WITH THE GOAL OF ATTAINING A GREATER LEVEL OF SELF-SUFFICIENCY. SOME RESIDENTIAL LOCATIONS INCLUDE 24-HOURS NURSING CARE. 14319023 16129706 MENTAL HEALTH PROGRAMS PROVIDE OUTPATIENT MENTAL HEALTH COUNSELING TO APPROXIMATELY 1750 INDIVIDUALS AT A CLINIC, IN OUTREACH LOCATIONS, OR AN IN-HOME THERAPY. ADDITIONAL SERVICES FOR APPROXIMATELY 300 INDIVIDUALS ALSO INCLUDE RESIDENTIAL HOMES AND INDEPENDENT LIVING SUPPORT FOR THOSE WITH MENTAL HEALTH CHALLENGES; EMPLOYMENT SUPPORT, THERAPEUTIC DAY PROGRAMS. SERVICES ARE ALSO PROVIDED TO APPROXIMATELY 1,005 YOUTH WITH MENTAL HEALTH CHALLENGES AND THEIR FAMILIES. 7680200 8062509 PUBLIC HEALTH PROGRAMS PROVIDE EARLY INTERVENTION FOR APPROXIMATELY 1025 CHILDREN FROM BIRTH TO AGE 3 AND NUTRITIONAL ASSISTANCE APPROXIMATELY 18,095 INDIVIDUALS AND FAMILIES. CONFIDENTIAL HIV CASE MANAGEMENT AND PREVENTION FOR HIGH-RISK POPULATIONS IS ALSO PROVIDED TO APPROXIMATELY 1450 INDIVIDUALS AND THEIR FAMILIES. 3798765 2467600 ELDERLY SERVICES, INCLUDING A CONGREGATE LIVING HOME, SENIOR CENTER, AND VARIOUS OUTREACH PROGRAMS, PROVIDE SERVICE TO APPROXIMATELY 3200 SENIOR CITIZENS. SOCIAL SERVICES PROGRAMS INCLUDE AN INFORMATION AND REFERRAL PROGRAM AND HOUSING ASSISTANCE FOR APPROXIMATELY 4250 INDIVIDUALS. THERAPEUTIC MENTORING FOR 125 FAMILIES. CHILD ABUSE ADVOCACY SERVICES FOR 95 FAMILIES. 3798765 2467600 96461426 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 0 0 0 0 0 0 0 0 1 162 0 1 1864 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DENNIS ORSINGER CHIEF FINANCIAL OF 5085808700 10 CHRISTYS DR BROCKTON MA 02301 ALBERT WHITAKER TREASURER (UNTIL 7/25/22) 2.00 X X 0 0 0 EDMUND CABELLON CHAIR 2.00 X X 0 0 0 JESSICA NISENBAUM BOARD MEMBER 1.00 X 0 0 0 JEANNE FULLER-JONES BOARD MEMBER 1.00 X 0 0 0 DAVID EBENEZER BOARD MEMBER 1.00 X 0 0 0 JOHN SAM FOSTER BOARD MEMBER 1.00 X 0 0 0 ANDRE JASSE BOARD MEMBER (UNTIL 5/3/23) 1.00 X 0 0 0 ANN SCHULER CLERK 2.00 X X 0 0 0 JULIA CHANDLER TREASURER (AS OF 7/26/22) 2.00 X X 0 0 0 VIRGINIA DEPINA BOARD MEMBER 1.00 X 0 0 0 ISABELLE GUEMBOU VICE CHAIR 2.00 X X 0 0 0 CESAR MIRANDA BOARD MEMBER 1.00 X 0 0 0 ANTOINE SALVADOR BOARD MEMBER 1.00 X 0 0 0 KAREN LEWIS BOARD MEMBER 1.00 X 0 0 0 ANN LA FRANCE BOARD MEMBER 1.00 X 0 0 0 PETER EVERS PRESIDENT AND CEO 40.00 X 401505 0 56388 ANTHONY SIMONELLI CEO EMERITUS 40.00 X 139374 0 0 PAMELA RYAN CHRO 40.00 X 189761 0 38322 PETER KASSIS CMO 40.00 X 148483 0 14166 DENNIS ORSINGER CFO 40.00 X 168971 0 27040 JILL CONLON EXECUTIVE VP 40.00 X 141807 0 56745 BEVERLY WILLIAMS EXECUTIVE VP 40.00 X 150513 0 20681 ULEA LOGO EXECUTIVE VP 40.00 X 140734 0 31239 SESAY JOHNSON VP OF IT 40.00 X 140397 0 51829 RICHARD RAPHAEL VP OF Q&I 40.00 X 129795 0 994 DAVID SIMMONS FORMER CFO 40.00 X 137231 0 30766 1888571 0 328170 38 1 1 0 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 CONSULTANTS 909974 OLD COLONY Y 320 MAIN STREET BROCKTON MA 02301 CONSULTANTS 392258 METAVIEW CONSULTING & COACHING 7 MYSTIC ST ARLINGTON MA 02474 CONSULTANTS 116500 SABILITY INC 1 GLENLAKE PKWY NE 700 ATLANTA GA 30328 CONSULTANTS 113321 INTEGRATED PHARMACY SOLUTIONS INC 50 TREMONT STREET SUITE 201 MELROSE MA 02176 CONSULTANTS 111190 5 165244 199621 690141 172695 1055006 CONTRACTS 624100 90754690 90754690 THIRD PARTY BILLINGS 624100 11315488 11315488 CLIENT CONTRIBUTIONS 624100 4369015 4369015 106439193 232982 232982 189486 173391 16095 16095 6622 9473 440335 2268 53468 -2268 386867 384599 384599 118701 60884 57817 57817 ERTC REFUND 900099 2930843 2930843 OTHER INCOME 900099 461235 461235 3392078 111577770 106439193 6622 4076949 2077928 2077928 67366598 62930554 4385070 50974 6137017 5207728 921712 7577 6503043 5786809 711269 4965 72688 2025 70663 150000 150000 5721898 3893700 1828198 2193378 1938954 254424 1879116 375928 1503188 9506686 9383997 122689 2063413 1949561 113852 278541 173362 105179 1840468 1672635 167833 1052547 917725 134822 MEALS 1637996 1636478 1518 TELEPHONE 642345 583828 58517 POSTAGE AND SHIPPING 22975 8142 14833 109146637 96461426 12621695 63516 5740826 8228387 14212066 12592976 1043898 733045 55501940 21705528 31428146 33796412 7397809 7973262 630946 13456019 60453691 76780101 6746261 7837443 1648808 1576222 26872856 35863789 122544 3325854 35390469 48603308 X 25063222 28176793 25063222 28176793 60453691 76780101 X 2431133 438113 244325 X 0 1 X 1 1 1 X 647827 656402 3269383 1411404 1055006 7040022 647827 656402 3269383 1411404 1055006 7040022 7040022 138405 143946 136095 198855 242455 859756 60437 61638 67863 16714 6622 213274 682965 490959 508401 699633 3510779 5892737 14005789 495329001 0.50270 0.64080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8269550 8269550 39283386 15410848 23872538 2611114 1811045 800069 4044044 3719393 324651 1293846 764242 529604 33796412 INTEREST RATE SWAP AGREEMENTS 121781 RIGHT-OF-USE ASSET - OPERATING LEASES 12610361 DEPOSITS 723877 13456019 OPERATING LEASE OBLIGATIONS 3325854 3325854 X 112494483 438113 478600 916713 111577770 0 111577770 109380912 234275 234275 109146637 0 109146637 PART X, LINE 2: THE ORGANIZATION 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. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 60,884. CHANGE IN VALUE ON INTEREST RATE SWAP CONTRACTS 244,325. RENTAL EXPENSES - NETTED PAGE 9, PART VIII, LINE 6B 173,391. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 60,884. RENTAL EXPENSES - NETTED PAGE 9, PART VIII, LINE 6B 173,391. GOLF TOURNAMENT 118701 0 118701 53061 6720 1103 118701 118701 53061 6720 1103 60884 57817 X X X X 0 0 0 0 0 0 0 1 0 PETER EVERS PRESIDENT AND CEO 401505 0 0 0 0 0 27000 0 29388 0 457893 0 0 0 PAMELA RYAN CHRO 189761 0 0 0 0 0 13654 0 24668 0 228083 0 0 0 JILL CONLON EXECUTIVE VP 141807 0 0 0 0 0 24654 0 32091 0 198552 0 0 0 DENNIS ORSINGER CFO 168971 0 0 0 0 0 27000 0 40 0 196011 0 0 0 SESAY JOHNSON VP OF IT 140397 0 0 0 0 0 19500 0 32329 0 192226 0 0 0 ULEA LOGO EXECUTIVE VP 140734 0 0 0 0 0 20439 0 10800 0 171973 0 0 0 BEVERLY WILLIAMS EXECUTIVE VP 150513 0 0 0 0 0 9245 0 11436 0 171194 0 0 0 DAVID SIMMONS FORMER CFO 137231 0 0 0 0 0 15631 0 15135 0 167997 0 0 0 PETER KASSIS CMO 138483 0 10000 0 0 0 8304 0 5862 0 162649 0 0 0 PART I, LINE 7 PETER KASSIS RECEIVED A DISCRETIONARY BONUS OF $10,000. A MA DEV FINANCE AGENCY SERIES 2006 043431814 000000000 2006-02-01 2579754 FINANCE, AQUISITION AND REFINANCING OF LAND AND BUILDINGS 0 0 0 B MA DEV FINANCE AGENCY 043431814 000000000 2021-11-23 6080245 FINANCE, AQUISITION AND REFINANCING OF LAND AND BUILDINGS 0 0 0 A 2579754 34349 2527161 18244 2006 0 0 1 1 B 6080245 80245 6000000 2022 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 1 BANK OF AMERICA 30.000000000000 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 X OTHER DONATED 1 172695 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED AND APPROVED BY CFO AND AUDIT/FINANCE COMMITTEE CHAIRPERSON PRIOR TO SIGNING BY AUTHORIZED OFFICER. THE FULL 990 IS POSTED TO A BOARD-ONLY ACCESSIBLE WEBSITE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BAMSI'S BOARD OF DIRECTOR'S POLICY COVERS ALL MEMBERS AND OFFICERS OF THE BOARD OF DIRECTORS. BAMSI'S CONFLICT OF INTEREST POLICY COVERS ALL BAMSI EMPLOYEES. THE PRESIDENT OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR RECEIVING ALL DISCLOSURES OF BOARD MEMBER CONFLICTS OF INTEREST. THE CHIEF OPERATIONS OFFICER IS REPONSIBLE FOR RECEIVING ALL DISCLOSURES OF EMPLOYEE CONFLICTS OF INTEREST. THE PRESIDENT OF THE BOARD WILL BRING ALL DISCLOSURES OF CONLICTS OF INTEREST TO THE MEMBERS OF THE BOARD IN EXECUTIVE SESSION FOR IMMEDIATE RESOLUTION. THE CHIEF OPERATIONS OFFICER WILL CONVENE THE BAMSI ETHICS COMMITTEE TO HEAR AND RESOLVE ANY DISCLOSURES OR REPORTS OF EMPLOYEE CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST IS DISCLOSED AND SUBSTANTIATED REGARDING A MEMBER OF THE BOARD THAT MEMBER MAY BE REMOVED FROM THE BOARD. IF A CONLICT OF INTEREST IS DISCLOSED AND SUBSTANTIATED REGARDING AN EMPLOYEE THEY MAY BE ORDERED TO DISCONTINUE THOSE ACTIVITIES FOUND TO BE IN CONFLICT AND MAY BE GROUND FOR DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15 AS NOTED IN THE EXECUTIVE EVALUATION AND COMPENSATION POLICY, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR EVALUATING AND ESTABLISHING THE COMPENSATION PACKAGE FOR THE CEO ON AN ANNUAL BASIS. THE CEO EVALUATES AND ESTABLISHES A COMPENSATION PACKAGE FOR THE COO AND CFO ANNUALLY WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE COO EVALUATES AND ESTABLISHES COMPENSATION FOR ALL AGENCY VICE PRESIDENTS ANNUALLY. THE CEO WILL REVIEW THE VP EVALUATIONS AND COMPENSATION PACKAGES SUBMITTED BY THE COO. THE EXECUTIVE COMMITTEE WILL AUTHORIZE A RANGE FOR COMPENSATION. THE PERFORMANCE APPRAISALS FOR THE COO, CFO, AND EMT MEMBERS WILL BE COMPLETED IN JANUARY AND MADE AVAILABLE TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. IT IS IMPERATIVE THAT PERFORMANCE APPRAISALS BE COMPLETED IN A STRUCTURED AND TIMELY MANNER. THE EXECUTIVE COMMITTEE WILL SOLICIT FEEDBACK, INCLUDING SALARY DATA, FOR THE CEO'S PERFORMANCE EVALUATION AT THE OCTOBER BOARD MEETING. THE CEO EVALUATION WILL BE COMPLETED AND FINALIZED BY THE EXECUTIVE COMMITTEE IN NOVEMBER. THE BOARD OF DIRECTORS WILL SOLICIT FEEDBACK, INCLUDING SALARY DATA, FOR THE COO, CFO, AND VP PERFORMANCE EVALUATIONS IN OCTOBER. COMPARABLE DATA BASED ON SIMILAR NON-PROFIT AGENCY'S (SIZE AND SERVICE TYPE) IS USED IN ALL EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE ON COMMONWEALTH OF MASSACHUSETTS ATTORNEY GENERAL WEBSITE SUMMARIES OF FINANCIAL INFORMATION IN ANNUAL REPORT ON AGENCY WEBSITE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY NOT AVAILABLE PUBLICLY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE ON INTEREST RATE SWAP CONTRACTS 244,325.