ABBY KELLEY FOSTER HOUSE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ABBY KELLEY FOSTER HOUSE INC (EIN 04-2648411)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-22
- IRS object ID
- 202442049349301054
- Schema version
- 2023v5.1
- 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 I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-22T12:34:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD SUITE 302 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042648411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBY KELLEY FOSTER HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABBY | BusinessNameControlTxt |
| Phone | 5087565486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 HIGH STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE PAGE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5087565486 | PhoneNum |
| Signature | 2024-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | PAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2024-07-19 | 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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE OROZCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 HIGH STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,962,799 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABBYSHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 237 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,236,843 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,600,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $301,678 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $474,808 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,873 | PYInvestmentIncomeAmt |
| CY Investment Income | $154,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $163,074 | CYOtherRevenueAmt |
| PY Total Revenue | $2,598,394 | PYTotalRevenueAmt |
| CY Total Revenue | $3,393,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $129,066 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $129,541 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,254,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,730,329 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $63,444 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,034 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $246,978 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $732,247 | PYOtherExpensesAmt |
| CY Other Expenses | $880,018 | CYOtherExpensesAmt |
| PY Total Expenses | $2,179,739 | PYTotalExpensesAmt |
| CY Total Expenses | $2,754,922 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $418,655 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $638,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,928,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,727,993 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,076,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,747,820 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,851,327 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,980,173 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,198,399 | ExpenseAmt |
| Grant | $129,541 | GrantAmt |
| Revenue | $474,808 | RevenueAmt |
| Desc | PROGRAM SUMMARY:SHELTER, HOUSING, AND WOMEN'S SERVICES PROGRAMS OPERATE YEAR-ROUND, SEVEN DAYS PER WEEK AND 24 HOURS PER DAY. WE HAVE AN ON-CALL SYSTEM IN PLACE TO ADDRESS ANY ISSUES THAT MAY ARISE DURING NON-TRADITIONAL OFFICE HOURS.*REFER TO SCHEDULE O FOR A DETAILED DESCRIPTION OF OUR PROGRAMS. OVERNIGHT SHELTER:STAFFED BY AN ASSOCIATE DIRECTOR OF SHELTER OPERATIONS, A DEDICATED SHELTER ADVOCATE, AND OVERNIGHT STAFF, ABBY'S HOUSE'S OVERNIGHT SHELTER PROVIDES WOMEN, WITH AND WITHOUT CHILDREN, WITH SAFE SHELTER. OPERATIONS ARE ALSO SUPPORTED BY A TEAM OF REGULAR VOLUNTEERS. INTENSIVE CASE MANAGEMENT IS PROVIDED BY THE SHELTER ADVOCATE WHICH FOCUSES ON HELPING GUESTS BUILD A PLAN TO ADDRESS THEIR IMMEDIATE NEEDS. WE ASSIST THEM IN FINDING AND SECURING LONG-TERM, STABLE HOUSING-EITHER IN ABBY'S HOUSE SUPPORTIVE HOUSING OR ELSEWHERE; THIS MAY INCLUDE HELPING THEM TO ACCESS RESIDENTIAL PROGRAMS, SUCH AS INPATIENT SUBSTANCE ABUSE TREATMENT PROGRAMS, WHEN FURTHER STABILIZATION IS REQUIRED IN TRANSITIONING TOWARDS PERMANENT HOUSING.ABBY'S HOUSE IS CURRENTLY UNDERGOING RENOVATION OF THE SHELTER BUILDING LOCATED AT 21-23 CROWN STREET IN WORCESTER; THIS BEGAN IN JULY OF 2023. THE RENOVATION WILL IMPROVE THE STRUCTURAL INTEGRITY OF THE BUILDING, MAKING IT FULLY ACCESSIBLE AND WILL EXPAND THE SHELTER FROM A CONGREGATE SETTING WITH 5 ROOMS AND 9 BEDS TO A NON-CONGREGATE SHELTER WITH 13 ROOMS AND 18 BEDS. INCREASED LIVING SPACES, A DEDICATED STAFF OFFICE, AND TWO APARTMENTS WILL ENHANCE THE CAPACITY TO MEET THE NEEDS OF THE COMMUNITY THAT WE SERVE. SUPPORTIVE HOUSING:ABBY'S HOUSE IS WORCESTER'S LARGEST PROVIDER OF SUPPORTIVE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. WE MEET THE NEEDS OF WORKING WOMEN WHO CANNOT AFFORD MARKET-RATE RENT AND OUR OPTIONS ALSO ALLOW THOSE WHO ARE ON SSI OR SSDI TO LIVE SAFELY AND COMFORTABLY. ABBY'S HOUSE HAS 3 BUILDINGS WHICH COLLECTIVELY PROVIDE SEVEN TWO-BEDROOM APARTMENTS AND 72 SINGLE ROOM OCCUPANCY HOUSING UNITS. IN 2019, ABBY'S HOUSE COMPLETED THE RENOVATION OF 52 HIGH STREET, A CENTURY-OLD BUILDING, AND OUR LARGEST PROPERTY OF SUPPORTIVE HOUSING. THE RENOVATION ADDED TWO UNITS OF HOUSING, BRINGING THE TOTAL COUNT TO 56. OUR HVAC, ELECTRICAL, PLUMBING, AND SECURITY SYSTEMS WERE UPDATED AND INCREASED ACCESSIBILITY WAS MADE POSSIBLE BY A RECONFIGURED ENTRANCE, ELEVATOR, AND ACCESSIBLE KITCHENS AND BEDROOMS. THE RENOVATION PRESERVED THIS CRITICALLY NEEDED HOUSING FOR DECADES TO COME.WOMEN'S SERVICES:THE WOMEN'S SERVICES TEAM IS SUPPORTED BY FRONTLINE ADVOCATES/CASE MANAGERS WHO EMPOWER WOMEN TO IDENTIFY REALISTIC GOALS AND PROVIDE THE TOOLS NEEDED TO ACHIEVE THEM. INDIVIDUALIZED SERVICES ALLOW US TO WORK WITH EACH WOMAN, GIVEN HER OWN SPECIFIC SET OF CIRCUMSTANCES. ADVOCATES HELP OUR SHELTER GUESTS AND RESIDENTS ACCESS THE SERVICES AND RESOURCES THEY NEED TO SURVIVE AND THRIVE BY WORKING CONSISTENTLY WITH LOCAL SOCIAL SERVICE AND GOVERNMENT AGENCIES. OUR GOAL IS TO CREATE A SYSTEM OF SEAMLESS SERVICE PROVISION, SUPPORT WOMEN WITH THE SOMETIMES-DAUNTING TASK OF MATCHING NEEDS WITH EXISTING RESOURCES AND ASSIST THEM WITH ACCESSING THOSE SERVICES. IN 2023 WE ADDED A WOMEN'S SERVICES CLINICIAN TO OUR TEAM TO BETTER ADDRESS THE MENTAL HEALTH NEEDS OF OUR RESIDENTS AND GUESTS; THE CLINICIAN OFFERS INDIVIDUAL SUPPORT SESSIONS, CLINICAL CARE COORDINATION, AS WELL AS THERAPEUTIC GROUP PROGRAMMING IN OUR WOMEN'S EMPOWERMENT CENTER.REFERRAL SERVICES:WE RECEIVE A MINIMUM OF 20 - 25 CALLS, EMAILS, OR IN-PERSON VISITS PER WEEK FROM WOMEN SEEKING HELP AND PROVIDE THEM WITH EDUCATION THAT EMPOWERS THEM TO ACCESS NEEDED RESOURCES. WE PROVIDE INFORMATION AND REFERRALS TO EXTERNAL AGENCIES THAT OFFER A RANGE OF SUPPORTS, INCLUDING BUT NOT LIMITED TO DOMESTIC VIOLENCE SERVICES, NUTRITION AND INCOME ASSISTANCE, EDUCATION, EMPLOYMENT, FINANCIAL LITERACY, PARENTING SUPPORTS, MEDICAL SERVICES, GOVERNMENT-ASSISTED PERMANENT HOUSING, AND LEGAL ASSISTANCE. DEVELOPING AND MAINTAINING POSITIVE WORKING RELATIONSHIPS WITH LOCAL PROFESSIONALS AND ORGANIZATIONS IN OTHER AREAS OF HUMAN SERVICES IS VITAL FOR EFFECTIVE REFERRALS. THESE RELATIONSHIPS ENABLE STAFF TO MAINTAIN UP-TO-DATE AND ACCURATE INFORMATION ABOUT AVAILABLE SERVICES IN THE COMMUNITY TO HELP WOMEN REACH THEIR GOALS.ANNETTE RAFFERTY WOMEN'S EMPOWERMENT CENTER:CURRENT AND PAST RESIDENTS AND GUESTS ARE WELCOME TO PARTICIPATE IN THE ANNETTE RAFFERTY WOMEN'S EMPOWERMENT CENTER (WOMEN'S CENTER) PROGRAMS OFFERED AT ABBY'S HOUSE. WOMEN'S CENTER ACTIVITIES INCLUDE WEEKLY NUTRITIOUS MEALS, HOLIDAY CELEBRATIONS, A FOOD PANTRY, COMPUTER ACCESS, AND OTHER EDUCATIONAL AND SOCIAL ACTIVITIES BASED ON WOMEN'S INTERESTS AND VOLUNTEER AVAILABILITY. THE CAMARADERIE THAT IS BUILT THROUGH THE WOMEN'S CENTER PROVIDES A SENSE OF COMMUNITY AND STABILITY IN WOMEN'S LIVES.THRIFT SHOP:ABBY'S HOUSE THRIFT SHOP IS MANAGED BY TWO STAFF MEMBERS AND OVER 40 VOLUNTEERS WHO ENSURE THE NEEDS OF WOMEN IN THE COMMUNITY ARE MET BY OFFERING GENTLY USED CLOTHING AND HOUSEHOLD ITEMS AT AFFORDABLE PRICES. EACH WEEK WE RECEIVE ITEMS FROM DEDICATED SUPPORTERS. VOLUNTEERS AND STAFF SORT ITEMS AND PROVIDE A SAFE, AFFORDABLE, AND COMFORTABLE PLACE FOR OUR RESIDENTS AND SHELTER GUESTS TO SHOP. IN ADDITION TO PROVIDING CLOTHING VOUCHERS TO THE WOMEN WHO RESIDE AT ABBY'S HOUSE, WE ARE ALSO ABLE TO OFFER CLOTHING VOUCHERS TO WOMEN FROM OVER 25 AGENCIES WHO WORK WITH WOMEN IN NEED. ALL PROCEEDS FROM THE THRIFT SHOP SUPPORT THE MISSION OF ABBY'S HOUSE. THE SHOP IS CURRENTLY OPEN MONDAY, TUESDAY, WEDNESDAY, AND THURSDAY FROM 10 AM - 3 PM AND SATURDAYS 10 AM - 1 PM. ANNETTE RAFFERTY SURVIVE TO THRIVE (ARST) FUND:THROUGH A COLLABORATIVE APPLICATION PROCESS INVOLVING RESIDENTS OR SHELTER GUESTS AND THEIR ADVOCATES, THE ARST FUND PROVIDES EMERGENCY FUNDING TO COVER TANGIBLE EXPENSES LIKE MEDICAL AND DENTAL NEEDS. THIS FUND ALSO HELPS TO BREAK THE CYCLE OF POVERTY BY PROVIDING FINANCIAL SUPPORT TO RESIDENTS AND SHELTER GUESTS FOR EDUCATION OR VOCATIONAL TRAINING WITH THE GOAL OF HELPING THEM TO BECOME FINANCIALLY SELF-SUFFICIENT. ADDITIONALLY, FUNDS ARE USED TO SUPPORT THE ESCALATING COSTS OF OBTAINING PERMANENT AND STABLE HOUSING INCLUDING FIRST, LAST AND SECURITY PAYMENTS REQUIRED FOR MOVING INTO AN APARTMENT. | Desc |
| Total Program Service Expenses | $2,198,399 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 49 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURIE BELTON SENIOR DIRECTOR OF FINANCE & ADMINISTRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087565486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 HIGH STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LAURIE MATOSKY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANINE DILIBERTO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EVA AKESE | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMANTHA MCGILL | ||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMANTHA JEPSON | ||||||
| ASSISTANT CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER DRAGON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH BIERI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ADRIANA DIPASQUALE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA M DORSEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERRI LORUSSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSIBEL PEREZ TORRES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA J SASSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAYNA TURCHEK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ROMEO-PORCARO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYRENNA GAINES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE PAGE | ||||||
| FORMER EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $95,371 | $0 | $18,450 | |
| JULIE OROZCO | ||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $86,188 | $0 | $5,885 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,559 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLEGRONE CONSTRUCTION CO INC | |||||
| 150 PITTSFIELD ROAD | LENOX | MA | 01240 | GENERAL CONTRACTOR | $584,439 |
| DAVIS SQUARE ARCHITECTS INC | |||||
| 240A ELM STREET | SOMERVILLE | MA | 02144 | ARCHITECTS | $189,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $101,603 | FundraisingAmt |
| All Other Contributions | $2,499,076 | AllOtherContributionsAmt |
| Noncash Contributions | $297,033 | NoncashContributionsAmt |
| Total Contributions | $2,600,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL RENT | 531110 | $268,513 | $268,513 |
| DEVELOPER OVERHEAD FEE | 531390 | $138,033 | $138,033 |
| SUPPORTIVE SERVICE PRO | 624200 | $43,250 | $43,250 |
| PROPERTY MANAGEMENT FE | 531310 | $25,012 | $25,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $474,808 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,827 | TotalRevenueColumnAmt |
| Exclusion | $156,827 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $561,244 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $563,142 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,898 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,898 | TotalRevenueColumnAmt |
| Exclusion | -$1,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $167,534 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $101,603 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,167 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,367 | TotalRevenueColumnAmt |
| Exclusion | $161,367 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 990009 | BusinessCd |
| Total Revenue Column | $1,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,707 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,707 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,393,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $476,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $316,296 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,541 | TotalAmt |
| Program Services | $129,541 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,170 | TotalAmt |
| Program Services | $138,703 | ProgramServicesAmt |
| Management And General | $61,947 | ManagementAndGeneralAmt |
| Fundraising | $52,520 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,722 | TotalAmt |
| Program Services | $1,070,131 | ProgramServicesAmt |
| Management And General | $33,604 | ManagementAndGeneralAmt |
| Fundraising | $111,987 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,042 | TotalAmt |
| Program Services | $118,570 | ProgramServicesAmt |
| Management And General | $4,036 | ManagementAndGeneralAmt |
| Fundraising | $12,436 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,395 | TotalAmt |
| Program Services | $104,547 | ProgramServicesAmt |
| Management And General | $7,868 | ManagementAndGeneralAmt |
| Fundraising | $13,980 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,174 | TotalAmt |
| Program Services | $8,174 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,015 | TotalAmt |
| Program Services | $14,029 | ProgramServicesAmt |
| Management And General | $75,986 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,034 | TotalAmt |
| Fundraising | $15,034 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,945 | TotalAmt |
| Management And General | $12,945 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,432 | TotalAmt |
| Program Services | $91,090 | ProgramServicesAmt |
| Management And General | $82,823 | ManagementAndGeneralAmt |
| Fundraising | $4,519 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,136 | TotalAmt |
| Program Services | $45,313 | ProgramServicesAmt |
| Management And General | $23,470 | ManagementAndGeneralAmt |
| Fundraising | $22,353 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,600 | TotalAmt |
| Program Services | $17,866 | ProgramServicesAmt |
| Management And General | $1,345 | ManagementAndGeneralAmt |
| Fundraising | $2,389 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,233 | TotalAmt |
| Program Services | $290,025 | ProgramServicesAmt |
| Management And General | $1,876 | ManagementAndGeneralAmt |
| Fundraising | $3,332 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,959 | TotalAmt |
| Program Services | $18,363 | ProgramServicesAmt |
| Management And General | $935 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,825 | TotalAmt |
| Program Services | $9,825 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,268 | TotalAmt |
| Program Services | $47,268 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,038 | TotalAmt |
| Program Services | $44,363 | ProgramServicesAmt |
| Management And General | $2,710 | ManagementAndGeneralAmt |
| Fundraising | $965 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM SUPPLIES | $49,367 | $49,367 | |
| FUNDRAISING EVENTS | $5,802 | $5,802 | |
| BAD DEBT | $1,224 | $1,224 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754,922 | TotalAmt |
| Program Services | $2,198,399 | ProgramServicesAmt |
| Management And General | $309,545 | ManagementAndGeneralAmt |
| Fundraising | $246,978 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,431 | BOYAmt |
| EOY | $1,432,344 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,101,047 | BOYAmt |
| EOY | $1,176,870 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,500 | BOYAmt |
| EOY | $91,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,830 | BOYAmt |
| EOY | $75,471 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,635 | BOYAmt |
| EOY | $2,153,456 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,600 | BOYAmt |
| EOY | $20,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,707,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,392,310 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,169 | BOYAmt |
| EOY | $2,314,948 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,095,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,998 | BOYAmt |
| EOY | $2,366,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,928,210 | BOYAmt |
| EOY | $12,727,993 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,978 | BOYAmt |
| EOY | $844,271 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,467 | BOYAmt |
| EOY | $29,609 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,300 | BOYAmt |
| EOY | $1,322,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,138 | BOYAmt |
| EOY | $551,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,883 | BOYAmt |
| EOY | $2,747,820 | 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 | $6,585,698 | BOYAmt |
| EOY | $7,214,989 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,629 | BOYAmt |
| EOY | $2,765,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,851,327 | BOYAmt |
| EOY | $9,980,173 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,928,210 | BOYAmt |
| EOY | $12,727,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $638,568 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $215,375 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $274,903 | 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 | $1,449,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,732,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,943,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,236,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,768,213 | CurrentTaxYearAmt |
| Total | $11,130,264 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,449,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,732,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,943,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,236,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,768,213 | CurrentTaxYearAmt |
| Total | $11,130,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $497,633 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,632,631 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $218,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,082 | CurrentTaxYearAmt |
| Total | $484,450 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,707 | CurrentTaxYearAmt |
| Total | $79,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,694,108 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,550,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89350 | 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 INCOME - 2021 AMOUNT: $ 1,849. 2023 AMOUNT: $ 1,707. PROGRAM SERVICE INCOME - 2019 AMOUNT: $ 75,838. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,717,450 | ContributionsAmt |
| Investment Earnings Or Losses | $262,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $107,680 | OtherExpendituresAmt |
| End Year Balance | $2,871,866 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,035 | OtherCostOrOtherBasisAmt |
| Book Value | $87,035 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,528,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,305,431 | DepreciationAmt |
| Book Value | $2,222,612 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,879 | DepreciationAmt |
| Book Value | $5,301 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,314,948 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN AGENCY FUND | $1,831,461 |
| OPERATING RIGHT-OF-USE ASSET | $535,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,366,683 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $551,635 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $551,635 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY ABBY'S HOUSE IS THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE FACT THAT CHANGES MAY RESULT FROM CLOSING OF STATUTE OF LIMITATIONS ON TAX RETURNS, NEW LEGISLATION, AND CLARIFICATION OF EXISTING LEGISLATION THROUGH GOVERNMENT PRONOUNCEMENTS, THE COURTS, AND THROUGH THE EXAMINATION PROCESS. FOR THE YEAR PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THESE EVALUATIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON S MCDONALD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 DUCA DRIVE | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $15,034 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $15,034 | TotalRetainedByContractorsAmt |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRINGTACULAR | Event1Nm |
| Gross Receipts Event1 | $190,704 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,249 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $108,455 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,439 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $993 | FoodAndBeverageEvent1Amt |
| Event2 | ABBY'S 5K | Event2Nm |
| Gross Receipts Event2 | $78,433 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $19,354 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $59,079 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $387 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $121 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $927 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $269,137 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $101,603 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $167,534 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,826 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,114 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $927 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,167 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $161,367 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| RENTAL SUBSIDIES | 22 | $123,933 | FMV | THE DIFFERENCE BETWEEN THE MARKET RATES THAT COULD BE CHARGED FOR THE SQUARE-FOOTAGE AND THE ACTUAL RATES THE ORGANIZATION CHARGES. |
| DIRECT CLIENT ASSISTANCE | 167 | $5,608 | FMV | VALUE OF GIFT CARDS, CLOTHING AND FOOD PROVIDED TO PROGRAM PARTICIPANTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS THE LARGEST PROVIDER IN WORCESTER, MA OF AFFORDABLE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. THE ORGANIZATION WORKS WITH WOMEN WHO CANNOT AFFORD MARKET-RATE RENT AND DETERMINES HOW MUCH ASSISTANCE THEY NEED ON A CLIENT SPECIFIC BASIS TO ENSURE THEY CAN LIVE SAFELY AND COMFORTABLY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $260,975 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $24,232 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,826 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | WITH THE EXCEPTION OF SENSITIVE DONOR INFORMATION, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REQUIRES A DECLARATION FROM ALL BOARD MEMBERS AND SENIOR MANAGEMENT AS TO THE EXISTENCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. BOARD MEETING MINUTES WILL DOCUMENT THE DISCUSSION AND DECISION MAKING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THIS REVIEW |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST AND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND 274,903. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKFH RENOVATIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 HIGH STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352612753 | EIN |
| Primary Activities | LOW-INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBY KELLEY FOSTER HOUSE INC THROUGH AKFH RENOVATIONS MM LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKFH RENOVATIONS MM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 HIGH STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823456359 | EIN |
| Primary Activities | LOW-INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 0.50000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AKFH RENOVATIONS LLC | ||
| D | $2,218,536 | NOTES AND ADVANCES RECEIVABLE |
| AKFH RENOVATIONS LLC | ||
| K | $107,763 | RENT PAID |
| AKFH RENOVATIONS LLC | ||
| L | $68,262 | MANAGEMENT FEE/PROGRAM SERVICES |
| AKFH RENOVATIONS LLC | ||
| Q | $146,988 | REIMBURSEMENT FOR SHARED PAYROLL |
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