LIFEWORKS INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIFEWORKS INCORPORATED (EIN 22-2512887)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349313969
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:21:57-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 GRANITE STREET SUITE 1200 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222512887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWORKS INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 7817624001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BURKE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7817624001 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL BURKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,065,807 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFEWORKSARC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOMES, JOBS, AND SUPPORTIVE LIVING TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 659 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,478,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,500,862 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,630,129 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,858,960 | CYProgramServiceRevenueAmt |
| PY Investment Income | $923,549 | PYInvestmentIncomeAmt |
| CY Investment Income | $453,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | $259,407 | PYOtherRevenueAmt |
| CY Other Revenue | $302,601 | CYOtherRevenueAmt |
| PY Total Revenue | $35,291,739 | PYTotalRevenueAmt |
| CY Total Revenue | $32,116,047 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,303,182 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,898,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $187,041 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,915,024 | PYOtherExpensesAmt |
| CY Other Expenses | $10,516,271 | CYOtherExpensesAmt |
| PY Total Expenses | $30,218,206 | PYTotalExpensesAmt |
| CY Total Expenses | $34,414,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,073,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,298,632 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,966,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,546,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,795,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,721,811 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,170,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,825,013 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LIFEWORKS PROVIDES EDUCATION, JOBS AND HOMES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES EMPOWERING THEM TO LEAD MEANINGFUL LIVES WITHIN THE COMMUNITY. OUR GUIDING PRINCIPLES ENSURE THAT LIFEWORKS STAFF AND VOLUNTEERS STRIVE TO CREATE AND CONDUCT PROGRAMMING WHICH:-IS PERSON CENTERED AND INDIVIDUALIZED-NURTURES COMMUNITY, FRIENDSHIP AND FAMILY TIES-PROMOTES MEANINGFUL, PRODUCTIVE PARTICIPATION IN SOCIETY-CREATES OPPORTUNITIES FOR MEANINGFUL, RESPONSIBLE DECISIONS-CREATES OPPORTUNITY FOR REASONABLE RISK-TAKING-PROTECTS AND PROMOTES HUMAN RIGHTS-PROMOTES SUPPORTIVE SOCIAL ENVIRONMENTS AND ATTITUDES-PROVIDES COMPETENT AND CARING PROFESSIONAL SUPPORTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,677,576 | ExpenseAmt |
| Revenue | $1,009,428 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES - THE RESIDENTIAL SERVICES DIVISION PROVIDES RESIDENCES AND COOPERATIVE LIVING SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,486,644 | ExpenseAmt |
| Revenue | $702,395 | RevenueAmt |
| Desc | EMPLOYMENT SERVICES - THE EMPLOYMENT SERVICES DIVISION PROVIDES EMPLOYMENT TRAINING AND SKILLS EXPANSION FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. APPROXIMATELY HALF OF THESE CLIENTS ARE EMPLOYED IN THE PRIVATE SECTOR EACH DAY. CLIENTS ARE TRAINED TO DEVELOP THE NECESSARY JOB AND SOCIAL SKILLS REQUIRED TO GAIN INDEPENDENT COMPETITIVE EMPLOYMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,953,279 | ExpenseAmt |
| Desc | DAY HABILITATION - THE DAY HABILITATION DIVISION SERVES INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES MEN AND WOMEN. THE GOAL OF THE PROGRAM IS TO FURTHER DEVELOP CLIENT LIVING SKILLS AND IMPROVE THEIR INTERACTIONS WITH OTHER PEOPLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,742,126 | ExpenseAmt |
| Revenue | $1,482,530 | RevenueAmt |
| Desc | FAMILY SUPPORT - THIS PROGRAM PROVIDES IN-HOME AND OUT-OF-HOME RESPITE CARE, AFTER SCHOOL AND WEEKEND SOCIAL ACTIVITIES, EMERGENCY INTERVENTIONS, INFORMATION AND REFERRAL SERVICE, CASE MANAGEMENT SUPPORTS AND DIRECT PURCHASE OF GOODS AND SERVICES FOR FAMILIES WITH MEMBERS WHO ARE INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. MENTAL HEALTH CLINIC - HARBOR COUNSELING CENTER IS A LICENSED MENTAL HEALTH CLINIC THAT SPECIALIZES IN OUTPATIENT SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. THESE SERVICES INCLUDE INDIVIDUAL PSYCHOTHERAPY, GROUP PSYCHOTHERAPY, PSYCHOPHARMACOLOGY AND FAMILY COUNSELING.INDIVIDUALIZED SUPPORT SERVICES - THE CORPORATION ALSO PROVIDES SERVICES AND SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES AND THEIR FAMILIES, SUPPORT FOR CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISORDER (ASD) AND MANAGEMENT SERVICES TO SEVERAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)-SUBSIDIZED PROPERTIES, WHICH ARE RENTED TO TENANTS WITH DEVELOPMENTAL DISABILITIES.AUTISM CENTER - THE AUTISM CENTER PROGRAM PROVIDES ADVOCACY SUPPORT AND SERVICES TO INDIVIDUALS WITH AUTISM SPECTRUM DISORDER AND THEIR FAMILIES. ADULT FOSTER CARE - THE ADULT FOSTER CARE PROGRAM PROVIDES SERVICES TO ADULTS WHO NEED DAILY HELP WITH PERSONAL CARE TO LIVE IN A FAMILY SETTING THAT PROVIDES THEM WITH MEALS, COMPANIONSHIP, PERSONAL CARE ASSISTANCE AND 24-HOUR SUPERVISION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,742,126 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,482,530 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,859,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 659 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA J CALDER | PersonNm |
| Phone | 7817624001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENNIS CARROLL | ||||||||
| CHAIRMAN | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MURPHY | ||||||||
| VICE CHAIRMAN | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.20 | |
| PAUL FALVEY | ||||||||
| TREASURER | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARILYN HOWLEY | ||||||||
| CLERK | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN ADAMS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| IRA BIGGAR | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA COAKLEY | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| PAUL CUMMINGS | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| KAREN DURHAM | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS ERHARD | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GARTH | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN GOMBOSI | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI HAGGMAN | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HENDERSON | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | 0.20 | ||
| JANE MCCLELLAN | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| KAREN NORTON | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| GARRETT TRAYLOR | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL BURKE | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $232,905 | $0 | $36,908 | 2.00 | ||
| BRENDA J CALDER | ||||||||
| CFO | 40.00 | Yes (X) | $164,818 | $0 | $5,653 | |||
| CHRISTOPHER PAGE | ||||||||
| COO | 40.00 | $163,102 | $0 | $30,991 | Yes (X) | |||
| MYRIAM EXAMA | ||||||||
| DIRECT CARE | 40.00 | $144,831 | $0 | $1,573 | Yes (X) | |||
| EVETTE TITUS | ||||||||
| REGISTERED NURSE | 40.00 | $138,201 | $0 | $9,914 | Yes (X) | |||
| DANIEL SULLIVAN | ||||||||
| VICE PRESIDENT | 40.00 | $120,683 | $0 | $4,097 | Yes (X) | |||
| MARVA RICHARDS | ||||||||
| DIRECT CARE | 40.00 | $116,762 | $0 | $2,561 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,081,302 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,697 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATLAS RELIEF STAFFING | |||||
| 314 E MAIN STREET SUITE 5 | NORTON | MA | 02766 | STAFFING SERVICES | $1,256,248 |
| YCN TRANSPORTATION | |||||
| 19 VERNON STREET | NORWOOD | MA | 02062 | TRANSPORTATION SERVICES | $222,840 |
| INFRANET SOLUTIONS | |||||
| 1 PINE HILL DR 102 | QUINCY | MA | 02169 | TECH SERVICES | $178,056 |
| COHNREZNICK LLP | |||||
| 350 GRANITE ST SUITE 1200 | BRAINTREE | MA | 02184 | AUDIT/TAX SERVICES | $123,165 |
| TUTUS GROUP | |||||
| 24 GROVE STREET | NORWELL | MA | 02061 | IT SERVICES | $123,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $105,932 | FundraisingAmt |
| Government Grants | $27,878,073 | GovernmentGrantsAmt |
| All Other Contributions | $516,857 | AllOtherContributionsAmt |
| Total Contributions | $28,500,862 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 623990 | $1,547,489 | $1,547,489 |
| MEDICAID/MEDICARE | 623990 | $1,311,471 | $1,311,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,858,960 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,079 | TotalRevenueColumnAmt |
| Exclusion | $441,079 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,920,612 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,908,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,545 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,545 | TotalRevenueColumnAmt |
| Exclusion | $12,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,901 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $105,932 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,693 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,792 | TotalRevenueColumnAmt |
| Exclusion | -$32,792 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $335,393 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $335,393 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,116,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,194,353 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $420,832 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,150 | TotalAmt |
| Management And General | $478,150 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,319,419 | TotalAmt |
| Program Services | $17,790,894 | ProgramServicesAmt |
| Management And General | $1,448,880 | ManagementAndGeneralAmt |
| Fundraising | $79,645 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,780 | TotalAmt |
| Program Services | $477,171 | ProgramServicesAmt |
| Management And General | $39,416 | ManagementAndGeneralAmt |
| Fundraising | $2,193 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,445 | TotalAmt |
| Program Services | $1,524,972 | ProgramServicesAmt |
| Management And General | $148,463 | ManagementAndGeneralAmt |
| Fundraising | $7,010 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,901,614 | TotalAmt |
| Program Services | $1,706,996 | ProgramServicesAmt |
| Management And General | $186,771 | ManagementAndGeneralAmt |
| Fundraising | $7,847 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,218 | TotalAmt |
| Program Services | $350 | ProgramServicesAmt |
| Management And General | $62,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,000 | TotalAmt |
| Management And General | $102,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,271 | TotalAmt |
| Management And General | $80,271 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152,957 | TotalAmt |
| Program Services | $2,093,232 | ProgramServicesAmt |
| Management And General | $59,725 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,555 | TotalAmt |
| Program Services | $57,209 | ProgramServicesAmt |
| Management And General | $11,840 | ManagementAndGeneralAmt |
| Fundraising | $8,506 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,807 | TotalAmt |
| Program Services | $501,470 | ProgramServicesAmt |
| Management And General | $394,256 | ManagementAndGeneralAmt |
| Fundraising | $13,081 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,049 | TotalAmt |
| Program Services | $475,954 | ProgramServicesAmt |
| Fundraising | $95 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,563,738 | TotalAmt |
| Program Services | $2,425,656 | ProgramServicesAmt |
| Management And General | $137,560 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,242 | TotalAmt |
| Program Services | $592,094 | ProgramServicesAmt |
| Management And General | $2,906 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,264 | TotalAmt |
| Program Services | $683,619 | ProgramServicesAmt |
| Management And General | $66,645 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $2,101,018 | $2,006,833 | $26,530 | $67,655 |
| MEALS | $454,427 | $451,087 | $3,168 | $172 |
| STAFF TRAINING | $110,297 | $37,635 | $72,662 | |
| DUES AND SUBSCRIPTIONS | $77,928 | $34,453 | $43,402 | $73 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,414,679 | TotalAmt |
| Program Services | $30,859,625 | ProgramServicesAmt |
| Management And General | $3,368,013 | ManagementAndGeneralAmt |
| Fundraising | $187,041 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,622,378 | BOYAmt |
| EOY | $872,280 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,645,545 | BOYAmt |
| EOY | $2,678,627 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,413 | BOYAmt |
| EOY | $4,373,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,206 | BOYAmt |
| EOY | $123,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,704,033 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,180,503 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,415,747 | BOYAmt |
| EOY | $11,523,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,907,274 | BOYAmt |
| EOY | $19,218,057 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,043 | BOYAmt |
| EOY | $219,600 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,955,056 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,812 | BOYAmt |
| EOY | $582,732 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,966,418 | BOYAmt |
| EOY | $42,546,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,905,365 | BOYAmt |
| EOY | $3,219,263 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,934 | BOYAmt |
| EOY | $164,277 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061,704 | BOYAmt |
| EOY | $5,458,428 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,799 | BOYAmt |
| EOY | $1,058,270 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,890 | BOYAmt |
| EOY | $3,821,573 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,795,692 | BOYAmt |
| EOY | $13,721,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,396,060 | BOYAmt |
| EOY | $27,780,353 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,666 | BOYAmt |
| EOY | $1,044,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,170,726 | BOYAmt |
| EOY | $28,825,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,966,418 | BOYAmt |
| EOY | $42,546,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,298,632 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,952,919 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,489,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,680,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,276,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,478,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,495,963 | CurrentTaxYearAmt |
| Total | $113,422,006 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,489,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,680,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,276,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,478,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,495,963 | CurrentTaxYearAmt |
| Total | $113,422,006 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $113,422,006 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $291,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $441,079 | CurrentTaxYearAmt |
| Total | $1,347,630 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $335,393 | CurrentTaxYearAmt |
| Total | $1,147,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $115,917,284 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,947,964 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2018 AMOUNT: $ 78,274. 2019 AMOUNT: $ 127,033. 2020 AMOUNT: $ 347,541. 2021 AMOUNT: $ 259,407. 2022 AMOUNT: $ 335,393. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,976,607 | OtherCostOrOtherBasisAmt |
| Book Value | $2,976,607 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,383,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,741,064 | DepreciationAmt |
| Book Value | $3,642,593 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,160,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,681,193 | DepreciationAmt |
| Book Value | $4,479,649 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,363,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,056,094 | DepreciationAmt |
| Book Value | $306,985 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $702,152 | DepreciationAmt |
| Book Value | $117,696 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,523,530 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP LIAB - 457 PLAN | $482,853 |
| RIGHT OF USE LIABILITY | $3,338,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,821,573 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,308,617 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,952,919 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $319,922 | OtherRevenueAmt |
| Revenue Not Reported | $2,272,841 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,035,776 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,271 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $80,271 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,116,047 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,598,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $264,060 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $264,060 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,334,408 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $80,271 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $80,271 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,414,679 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | GENERALLY, THE CORPORATION'S INFORMATION RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. AS OF JUNE 30, 2023, THE CORPORATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 319,922. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 264,060. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EMPOWER CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $114,833 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $105,932 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,901 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,602 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $11,091 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $114,833 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $105,932 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,901 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,602 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,091 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,693 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$32,792 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL BURKE | ||||||||||||||
| PRESIDENT & CEO | $229,405 | $0 | $3,500 | $0 | $0 | $0 | $21,165 | $0 | $15,743 | $0 | $269,813 | $0 | $0 | $0 |
| CHRISTOPHER PAGE | ||||||||||||||
| COO | $159,602 | $0 | $3,500 | $0 | $0 | $0 | $15,521 | $0 | $15,470 | $0 | $194,093 | $0 | $0 | $0 |
| BRENDA J CALDER | ||||||||||||||
| CFO | $161,318 | $0 | $3,500 | $0 | $0 | $0 | $5,005 | $0 | $648 | $0 | $170,471 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BELOW INDIVIDUALS RECEIVED BONUSES IN CALENDAR YEAR 2022. THESE BONUSES WERE NOT CONTINGENT ON THE REVENUES OR NET EARNINGS OF THE ORGANIZATION. DANIEL BURKE - $3,500 CHRISTOPHER PAGE - $3,500 BRENDA CALDER - $3,500 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS DEVELOPMENT FINANCING AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2022-04-01 | BondIssuedDt |
| Issue Price | $7,120,854 | IssuePriceAmt |
| Purpose | FINANCE PROJECT AND REFINANCE MORTGAGES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,458,428 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $56,497 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $7,064,357 | OtherSpentProceedsAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ORGANIZATION MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND CEO REVIEW THE DRAFT COPY OF THE 990 PROVIDED BY THE OUTSIDE ACCOUNTING FIRM AND A COPY IS ELECTRONICALLY PROVIDED FOR BOARD MEMBERS TO REVIEW PRIOR TO A SCHEDULED BOARD MEETING. QUESTIONS ARE OFFERED TO BE ADDRESSED PRIOR TO AND AT THE BOARD MEETING. THE BOARD VOTES TO ACCEPT THE 990 AS PREPARED AND REVIEWED PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST IS REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO IS EVALUATED EACH YEAR BY A COMMITTEE OF MEMBERS FROM THE BOARD OF DIRECTORS OF LIFEWORKS. CEO'S COMPENSATION IS REVIEWED BY BOARD COMMITTEE. THE BOARD COMMITTEE TAKES INTO CONSIDERATION SALARY SURVEYS AND PERFORMANCE. OTHER OFFICERS/KEY EMPLOYEES: THE CEO PREPARED A COMPENSATION SURVEY USING A COMPENSATION SURVEY TOOL FOR EXECUTIVES AND USES THIS SURVEY DATA FOR COMPENSATION PACKAGE REVIEW FOR OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDUCATIONAL RESIDENTIAL PROGRAMS INC | ||||||||||
| 789 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | 042795718 | RESIDENTIAL HOUSING FOR DISABLED | MA | 501(C)(3) | LINE 7 | LIFEWORKS INCORPORATED | Yes (1) |
| SOUTH NORFOLK COUNTY RESIDENCES INC | ||||||||||
| 789 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | 042584668 | RESIDENTIAL HOUSING FOR DISABLED | MA | 501(C)(3) | LINE 7 | LIFEWORKS INCORPORATED | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EDUCATIONAL RESIDENTIAL PROGRAMS INC | ||
| L | $53,868 | FMV |
| SOUTH NORFOLK COUNTY RESIDENCES INC | ||
| D | $59,034 | FMV |
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