THE ARC OF OPPORTUNITY IN NORTH CENTRAL MASSACHUSETTS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ARC OF OPPORTUNITY IN NORTH CENTRAL MASSACHUSETTS INC (EIN 04-2226199)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-21
- IRS object ID
- 202510219349301316
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-21T14:53:42-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042226199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARC OF OPPORTUNITY IN NORTH CENTRAL | BusinessNameLine1Txt |
| Business Name Line2 | MASSACHUSETTS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCO | BusinessNameControlTxt |
| Phone | 9783436662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 564 MAIN STREET | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS POTVIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9783436662 | PhoneNum |
| Signature | 2025-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | KATIE BELANGER CPA | PreparerPersonNm |
| PTIN | P01585213 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-01-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY HEAFY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 564 MAIN STREET | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,264,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ARCOFOPPORTUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE AND SUPPORT LIFETIME OPPORTUNITIES IN THE COMMUNITY FOR INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO REACH THEIR FULLEST POTENTIAL BY PROVIDING ADVOCACY, EDUCATION, EMPLOYMENT, RESIDENTIAL AND RECREATIONAL SERVICES TO ENHANCE THE QUALITY OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 384 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,613,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,065,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,335,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,592,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $155,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $399,292 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,803 | PYOtherRevenueAmt |
| CY Other Revenue | $64,771 | CYOtherRevenueAmt |
| PY Total Revenue | $19,135,293 | PYTotalRevenueAmt |
| CY Total Revenue | $20,121,670 | 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 | $13,082,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,793,051 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,375 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,976,612 | PYOtherExpensesAmt |
| CY Other Expenses | $4,447,646 | CYOtherExpensesAmt |
| PY Total Expenses | $17,068,482 | PYTotalExpensesAmt |
| CY Total Expenses | $19,240,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,066,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $880,973 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,537,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,742,830 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,744,356 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,623,871 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,793,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,118,959 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CREATE AND SUPPORT LIFETIME OPPORTUNITIES IN THE COMMUNITY FOR INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO REACH THEIR FULLEST POTENTIAL BY PROVIDING ADVOCACY, EDUCATION, EMPLOYMENT, RESIDENTIAL AND RECREATIONAL SERVICES TO ENHANCE THE QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,883,529 | ExpenseAmt |
| Revenue | $499,694 | RevenueAmt |
| Desc | RESIDENTIAL - THE RESIDENTIAL PROGRAM PROVIDED 13,426 DAYS OF SUPPORT TO 39 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN 8 GROUP HOMES. INDIVIDUALS WERE ASSISTED WITH ACTIVITIES OF DAILY LIVING, MEDICAL AND DENTAL CARE, NUTRITION, EMPLOYMENT, AND SOCIAL ACTIVITIES IN THE COMMUNITIES IN WHICH THEY LIVE. THE PROGRAM STRIVES TO HELP INDIVIDUALS TO LIVE AS INDEPENDENTLY AS POSSIBLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,681,653 | ExpenseAmt |
| Revenue | $279,234 | RevenueAmt |
| Desc | ACQUIRED BRAIN INJURY - THE ABI PROGRAM PROVIDES RESIDENTIAL AND SUPPORT SERVICES TO INDIVIDUALS WITH AN ACQUIRED BRAIN INJURY. THIS YEAR, 27 INDIVIDUALS RECEIVED 7,537 DAYS OF RESIDENTIAL SERVICES IN 5 GROUP HOMES. THESE SERVICES INCLUDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEDICAL AND DENTAL CARE, NUTRITION, AND SOCIAL ACTIVITIES IN THE COMMUNITIES IN WHICH THEY LIVE. ALL PERSONS SERVED WERE PREVIOUSLY CONFINED TO NURSING HOMES. SIX OF THESE INDIVIDUALS ALSO RECEIVED 483 HOURS OF SERVICE AND FINANCIAL ASSISTANCE TO FACILITATE THEIR TRANSITIONS FROM NURSING HOMES TO THESE RESIDENCES IN THE COMMUNITY. THE PROGRAM STRIVES TO ENHANCE THEIR RECOVERY BY INVOLVING THEM IN ACTIVITIES OF MAINTAINING A HOME. THE HOMES ARE DESIGNED TO BE FULLY ACCESSIBLE SO THAT RESIDENTS CAN PARTICIPATE IN ACTIVITIES SUCH AS MEAL PREPARATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,139,285 | ExpenseAmt |
| Revenue | $2,110,315 | RevenueAmt |
| Desc | SHARED LIVING - THE SHARED LIVING PROGRAMS IDENTIFY, SCREEN, MATCH AND MONITOR INDIVIDUALS WITH DISABILITIES WITH FOSTER HOMES IN ORDER FOR THEM TO HAVE A HOME LIFE THAT IS AS INDEPENDENT AND NORMAL AS POSSIBLE. ALL SHARED LIVING PROGRAMS MONITOR THE HEALTH AND SAFETY OF THE INDIVIDUALS SERVED. THE MEDICAID FUNDED PROGRAMS ALSO INCLUDE MONTHLY MONITORING BY A REGISTERED NURSE. THIS YEAR, 78 PEOPLE RECEIVED 27,481 DAYS OF ADULT FOSTER CARE (MEDICAID FUNDED) SERVICES. IN ADDITION, 5 PEOPLE RECEIVED 1,740 DAYS OF SHARED LIVING SUPPORTS AND 10 PEOPLE RECEIVED FINANCIAL ASSISTANCE FUNDED BY DDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,114,648 | $1,659,505 | DAY HABILITATION - THE DAY HABILITATION PROGRAM PROVIDED 10,994 DAYS OF SERVICE TO 65 INDIVIDUALS THIS YEAR. SERVICES INCLUDED PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY AND BEHAVIORAL SERVICES DEPENDING UPON EACH INDIVIDUAL'S NEEDS. ALL INDIVIDUALS ARE MONITORED BY A REGISTERED NURSE. INDIVIDUALS PARTICIPATED IN A VARIETY OF ACTIVITIES DESIGNED TO INCREASE AND/OR MAINTAIN THEIR SKILLS FOR ACTIVITIES OF DAILY LIVING. FOUR INDIVIDUALS ALSO RECEIVED 2,077 HOURS OF SUPPLEMENTAL STAFFING SUPPORTS. |
| $931,054 | COMMUNITY BASED DAY SUPPORTS - THE CBDS PROGRAM PROVIDED 66,184 HOURS OF SUPPORT TO 78 INDIVIDUALS THIS YEAR. THE PROGRAM PROVIDES SKILL BUILDING OPPORTUNITIES THROUGH A COMBINATION OF LEARNING ACTIVITIES, VOLUNTEER WORK AND SOCIAL ACTIVITIES PRIMARILY OUT IN THE COMMUNITY. INDIVIDUALS ARE ENCOURAGED TO PARTICIPATE IN ACTIVITIES IN THEIR OWN COMMUNITIES. ACTIVITIES INCLUDE EXERCISE, CRAFTS AND COMMUNITY OUTINGS. PARTICIPANTS ARE GIVEN CHOICES AS TO THE TYPE OF ACTIVITIES THAT THEY WOULD LIKE TO ENGAGE IN WITH EMPHASIS PUT ON ACTIVITIES IN THE COMMUNITY. | |
| $718,171 | INDIVIDUALIZED SUPPORT SERVICES - THE ISS PROGRAM PROVIDED 11,928 HOURS OF SUPPORT TO 52 INDIVIDUALS THIS YEAR. THE PROGRAM ASSISTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING INDEPENDENTLY IN THE COMMUNITY. THE HOURS OF SERVICE VARY FROM PERSON TO PERSON BASED ON THEIR INDIVIDUAL NEEDS. ASSISTANCE MAY INCLUDE FINANCE AND BUDGETING, MEAL PLANNING, SHOPPING, MEDICAL AND DENTAL CARE AND ACCESSING SOCIAL AND RECREATIONAL OPPORTUNITIES IN THE COMMUNITY IN WHICH THEY LIVE. IN ADDITION, 24 OF THESE PEOPLE RECEIVED REPRESENTATIVE PAYEE SERVICES AND 18 RECEIVED FINANCIAL ASSISTANCE. | |
| $411,435 | $19,297 | EMPLOYMENT - THE EMPLOYMENT PROGRAMS PROVIDED 10,127 HOURS OF SUPPORT TO 69 INDIVIDUALS THIS YEAR. THE OBJECTIVE OF THESE PROGRAMS IS TO ASSIST INDIVIDUALS IN FINDING AND KEEPING JOBS IN THE COMMUNITY. GROUP EMPLOYMENT PROVIDES AN OPPORTUNITY TO WORK WITH THE SUPPORT OF A JOB COACH TO LEARN THE SKILLS NEEDED TO OBTAIN A COMPETITIVE JOB. INDIVIDUALS PERFORM A VARIETY OF DIFFERENT JOBS AT BUSINESSES IN THE COMMUNITY FOR WHICH THEY ARE PAID. THE EMPLOYMENT SUPPORTS PROGRAMS PROVIDE EVALUATION, JOB DEVELOPMENT, JOB PLACEMENT, JOB TRAINING AND LONG-TERM SUPPORT FOR INDIVIDUALS WITH DISABILITIES TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT IN THE COMMUNITY. THE PROGRAM EVALUATES JOB SKILLS AND APTITUDES USING SITUATIONAL ASSESSMENTS. EVALUATION RESULTS ARE USED TO PREPARE A CAREER PLAN WHICH IS IN TURN USED TO DEVELOP AND OBTAIN A JOB IN THE COMMUNITY. SUPPORT IS GRADUALLY WITHDRAWN AS THE WORKER BECOMES ACCUSTOMED TO THE JOB. PERIODIC MONITORING IS PROVIDED, AND ADDITIONAL JOB COACHING MAY BE PROVIDED IF/WHEN THE JOB CHANGES. THIS YEAR, 1 PERSON RECEIVED EVALUATION SERVICES, 7 RECEIVED JOB PLACEMENT SERVICES, 3 RECEIVED INITIAL JOB SUPPORTS AND 9 RECEIVED 443 HOURS OF ON-GOING SUPPORT. |
| $578,169 | $24,510 | FAMILY SUPPORT AND RECREATION - THE PURPOSE OF THE FAMILY SUPPORT PROGRAMS IS TO ASSIST INDIVIDUALS AND THEIR FAMILIES SO THAT THE INDIVIDUAL CAN REMAIN IN THEIR HOME IN THE COMMUNITY. THE ASD SUPPORT PROGRAMS PROVIDE LIFE COACHING AND COLLEGE NAVIGATION SERVICES TO INDIVIDUALS WITH AUTISM SPECTRUM DISORDER. NINE INDIVIDUALS RECEIVED 718 HOURS OF THESE SERVICES THIS YEAR. THE DDS/DESE PROGRAM PROVIDES STAFFING, FINANCIAL AND SERVICE NAVIGATION SUPPORT TO FAMILIES WITH A CHILD (UP TO AGE 22) WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY TO KEEP THE CHILD IN THE HOME. THIS YEAR, 6 FAMILIES RECEIVED THESE SERVICES. THE AGENCY WITH CHOICE PROGRAM ALLOWS INDIVIDUALS TO SELF DIRECT THEIR HOME OR DAY SERVICES. THIS YEAR, 13 PEOPLE RECEIVED 6,371 HOURS SO THESE SERVICES. THE ARC OF OPPORTUNITY ALSO PROVIDED HEALTHY RELATIONSHIPS TRAINING TO 14 INDIVIDUALS. IN ADDITION TO THE ABOVE FUNDED SERVICES, THE ARC PROVIDES SUPPORT TO INDIVIDUALS AND THEIR FAMILIES THROUGH INFORMATION & REFERRAL, PUBLIC EDUCATION, SUPPORT GROUPS AND RECREATIONAL OPPORTUNITIES. RECREATIONAL ACTIVITIES PROVIDE MUCH NEEDED RESPITE FOR THE CAREGIVER AS WELL AS SUPERVISION AND GUIDANCE TO THE INDIVIDUALS ALLOWING THEM TO PARTICIPATE IN ACTIVITIES THAT MIGHT OTHERWISE NOT BE POSSIBLE. RECREATIONAL ACTIVITIES INCLUDE BOWLING LEAGUES, DAY TRIPS, SUPERVISED VACATION TRIPS, MONTHLY DANCES AND A WEEK END COMMUNITY ACTIVITY CLUB. |
| $53,733 | TRANSPORTATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,807,210 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,703,312 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,511,677 | 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 | Yes (1) | 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 | 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 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 384 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE SUGAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783436662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 564 MAIN STREET | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01420 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MARY HEAFY | |||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $202,029 | $0 | $27,774 | ||
| LYNNE SUGAR | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $160,302 | $0 | $26,648 | ||
| DAVID KLINE | |||||||
| VP OF DAY SUPPORTS | 40.00 | $117,888 | $0 | $24,201 | Yes (X) | ||
| ANGELA CHERY | |||||||
| CHIEF PROGRAM OFFICER | 50.00 | Yes (X) | $140,490 | $0 | $1,523 | ||
| MARSHALL GAYE | |||||||
| VP OF HUMAN RESOURCES | 40.00 | $124,423 | $0 | $5,463 | Yes (X) | ||
| JACOB TOSTI | |||||||
| BOARD CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JASON SMITH | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROSS POTVIN | |||||||
| DIRECTOR/ TREASURER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HENRY TESSMAN | |||||||
| ASST.CLERK(TIL 10/23)/CLERK(TIL 5/24) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATIE NAJJAR | |||||||
| DIR./ASST. CLERK/CLERK(AS OF 5/24) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL KELSER | |||||||
| TREASURER (UNTIL 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDREA THIBAUDEAU | |||||||
| CLERK (UNTIL 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE WILLIAMS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAULIE CHLEBECEK | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHELSIE VOKES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MONICA FIELDHOUSE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JACK DOOLIN | |||||||
| DIRECTOR (UNTIL 10/23) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $745,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 |
|---|---|---|---|---|---|
| AAFCPAS INC | |||||
| 50 WASHINGTON STREET | WESTBOROUGH | MA | 01581 | AUDIT SERVICES | $124,100 |
| DELTA GROUP IT SERVICES | |||||
| 1195 PATRIOTS ROAD | TEMPLETON | MA | 01468 | IT NETWORK MAINTENANCE AND SECURITY | $107,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $8,510 | FederatedCampaignsAmt |
| Fundraising | $9,389 | FundraisingAmt |
| Government Grants | $14,915,301 | GovernmentGrantsAmt |
| All Other Contributions | $131,852 | AllOtherContributionsAmt |
| Total Contributions | $15,065,052 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT AND THIRD PARTY FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,592,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,592,555 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,592,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,077 | TotalRevenueColumnAmt |
| Exclusion | $361,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $962,081 | SecuritiesAmt |
| Other | $206,711 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $932,623 | SecuritiesAmt |
| Other | $197,954 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,458 | SecuritiesAmt |
| Other | $8,757 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,215 | TotalRevenueColumnAmt |
| Exclusion | $38,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $76,961 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,389 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,190 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,771 | TotalRevenueColumnAmt |
| Exclusion | $64,771 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,121,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,592,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $464,063 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,558 | TotalAmt |
| Program Services | $147,273 | ProgramServicesAmt |
| Management And General | $479,285 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,570,258 | TotalAmt |
| Program Services | $10,949,995 | ProgramServicesAmt |
| Management And General | $620,263 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,716 | TotalAmt |
| Program Services | $193,104 | ProgramServicesAmt |
| Management And General | $7,612 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,447 | TotalAmt |
| Program Services | $1,177,776 | ProgramServicesAmt |
| Management And General | $73,671 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,072 | TotalAmt |
| Program Services | $1,041,317 | ProgramServicesAmt |
| Management And General | $102,755 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,527 | TotalAmt |
| Management And General | $13,527 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,300 | TotalAmt |
| Management And General | $115,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,605 | TotalAmt |
| Management And General | $39,605 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,717 | TotalAmt |
| Program Services | $62,453 | ProgramServicesAmt |
| Management And General | $25,264 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,441 | TotalAmt |
| Program Services | $294,980 | ProgramServicesAmt |
| Management And General | $39,461 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,563 | TotalAmt |
| Program Services | $733,147 | ProgramServicesAmt |
| Management And General | $29,416 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,453 | TotalAmt |
| Program Services | $109,058 | ProgramServicesAmt |
| Management And General | $3,395 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,379 | TotalAmt |
| Program Services | $409,217 | ProgramServicesAmt |
| Management And General | $55,162 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROVIDER REIMBURSEMENTS | $1,692,979 | $1,692,979 | |
| PROGRAM SUPPLIES | $521,738 | $521,738 | |
| VEHICLE EXPENSES | $214,100 | $178,640 | $35,460 |
| MISCELLANEOUS | $88,844 | $88,844 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,240,697 | TotalAmt |
| Program Services | $17,511,677 | ProgramServicesAmt |
| Management And General | $1,729,020 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,364 | BOYAmt |
| EOY | $515,077 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,236,641 | BOYAmt |
| EOY | $6,925,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,982 | BOYAmt |
| EOY | $1,813,814 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,187 | BOYAmt |
| EOY | $200,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,942,722 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,531,784 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,628,324 | BOYAmt |
| EOY | $7,410,938 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,072,261 | BOYAmt |
| EOY | $5,720,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,739 | BOYAmt |
| EOY | $155,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,537,498 | BOYAmt |
| EOY | $22,742,830 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,287 | BOYAmt |
| EOY | $1,411,488 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,450 | BOYAmt |
| EOY | $20,977 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,926 | BOYAmt |
| EOY | $114,783 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,357,880 | BOYAmt |
| EOY | $5,035,744 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,813 | BOYAmt |
| EOY | $40,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,744,356 | BOYAmt |
| EOY | $6,623,871 | 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 | $14,758,033 | BOYAmt |
| EOY | $16,087,593 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,109 | BOYAmt |
| EOY | $31,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,793,142 | BOYAmt |
| EOY | $16,118,959 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,537,498 | BOYAmt |
| EOY | $22,742,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $880,973 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $444,844 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $14,392,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,719,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,762,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,613,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,065,052 | CurrentTaxYearAmt |
| Total | $74,552,981 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,392,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,719,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,762,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,613,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,065,052 | CurrentTaxYearAmt |
| Total | $74,552,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $74,552,981 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361,077 | CurrentTaxYearAmt |
| Total | $756,007 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $13,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $18,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,327,272 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,680,698 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99400 | 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 | CAFETERIA VENDING - 2019 AMOUNT: $ 5,284. GAIN ON TERMINATION OF LEASES - 2021 AMOUNT: $ 13,000. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $38,901 | BeginningBalanceAmt |
| Additions During Year | $353,743 | AdditionsDuringYearAmt |
| Distributions During Year | $374,810 | DistributionsDuringYearAmt |
| Ending Balance | $17,834 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $739,609 | OtherCostOrOtherBasisAmt |
| Book Value | $739,609 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,445,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,168,266 | DepreciationAmt |
| Book Value | $6,277,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $358,480 | DepreciationAmt |
| Book Value | $83,959 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,315,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,005,038 | DepreciationAmt |
| Book Value | $310,132 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,410,938 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE OBLIGATIONS | Desc |
| Amt | $40,879 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,879 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ARC OF OPPORTUNITY HAS BEEN APPOINTED AND ACTS AS REPRESENTATIVE PAYEE FOR MANY OF THE INDIVIDUALS WITH DISABILITIES THAT WE SUPPORT. THE ARC DOES NOT CHARGE A FEE FOR THIS SERVICE. IN FY24, THE ARC SUPPORTED 26 INDIVIDUALS LIVING INDEPENDENTLY IN THE COMMUNITY. FOR THESE PEOPLE, INDIVIDUAL ACCOUNTS ARE SET UP IN THEIR NAMES WITH THEIR SOCIAL SECURITY NUMBERS ON THEM, NOT THE ARC'S. AS SUCH, THESE BANK ACCOUNTS ARE NOT INCLUDED ON FORM 990, PART X AS AN ASSET OR LIABILITY. SEE SCHEDULE D, PART IV FOR A SUMMARY OF THE ACTIVITY IN THESE ACCOUNTS. |
| PART IV, LINE 2B: | THE ARC OF OPPORTUNITY ACTS AS REPRESENTATIVE FOR MANY OF THE INDIVIDUALS WITH DISABILITIES THAT ARE SERVED BY THE ORGANIZATION. THE ARC OF OPPORTUNITY DOES NOT CHARGE A FEE FOR THIS SERVICE. |
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $86,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,961 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,512 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,178 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $86,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,389 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $76,961 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,512 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,178 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,190 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $64,771 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY HEAFY | ||||||||||||||
| PRESIDENT & CEO | $201,258 | $0 | $771 | $0 | $0 | $0 | $6,106 | $0 | $21,668 | $0 | $229,803 | $0 | $0 | $0 |
| LYNNE SUGAR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $158,133 | $0 | $2,169 | $0 | $0 | $0 | $4,890 | $0 | $21,758 | $0 | $186,950 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | MARY HEAFY, CEO, AND LYNNE SUGAR, CFO, CONTRIBUTED $23,153 AND $17,105, RESPECTIVELY, TO A NON-QUALIFIED NON-GOVERNMENTAL 457 DEFERRED COMPENSATION PLAN. THE ORGANIZATION DID NOT CONTRIBUTE TO THIS PLAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS OF FISCAL YEAR 2023, INCOMPASS HUMAN SERVICES, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION, A DRAFT OF THE 990 IS PROVIDED TO THE MEMBERS OF THE FINANCE/AUDIT COMMITTEE TO REVIEW PRIOR TO MEETING AS A GROUP TO REVIEW IT IN DETAIL. THE COMMITTEE WILL THEN RECOMMEND ACCEPTANCE OF THE REPORT FOR FILING, WITH OR WITHOUT CHANGES. A COPY OF THE DRAFT WILL BE MADE AVAILABLE TO BOARD MEMBERS AT LEAST ONE WEEK PRIOR TO FILING. BOARD MEMBERS WITH QUESTIONS OR COMMENTS WILL DIRECT THEM TO THE AUDIT COMMITTEE CHAIR (TREASURER). UNLESS THERE ARE OBJECTIONS FROM BOARD MEMBERS, THE 990 WILL BE FILED AFTER THE ONE WEEK REVIEW PERIOD HAS ENDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS STATED IN THE POLICY ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM LISTING ANY POTENTIAL CONFLICTS OR STATING THAT THEY HAVE NONE. NEW BOARD AND STAFF MEMBERS COMPLETE ONE UPON HIRE AND ANNUALLY THEREAFTER. DECLARATION OF ANY NEW CONFLICTS OF INTEREST IS A STANDING ITEM ON THE AGENDA FOR ALL BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS DETERMINED BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE CONSIDERS COMPARABLE DATA FROM SEVERAL SOURCES INCLUDING THE BUREAU OF LABOR STATISTICS AND A NON-PROFIT SALARY SURVEY LAST UPDATED IN 2016. SALARY DATA IS AGED AS RECOMMENDED IN THE SURVEY. THE COMMITTEE GATHERS INPUT FROM ALL BOARD MEMBERS, AS WELL AS PERFORMANCE DATA AND DETERMINES THE CEO'S COMPENSATION. NO CHANGES ARE MADE TO THE CEO'S SALARY WITHOUT WRITTEN COMMUNICATION FROM THE BOARD CHAIR. THE COMMITTEE MAINTAINS DOCUMENTATION OF THEIR DELIBERATIONS. ALL OTHER COMPENSATION INCLUDING OTHER OFFICERS OF THE CORPORATION AND KEY EMPLOYEES, IS DETERMINED BY THE CEO USING DATE FROM THE SOURCES MENTIONED ABOVE AND IS BASED IN PART ON AVAILABLE RESOURCES. SUGGESTED SALARY INCREASES ARE PRESENTED AS PART OF THE PROPOSED BUDGET EACH YEAR WHICH IS REVIEWED BY BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS AS DOCUMENTED IN THE MINUTES OF THOSE MEETINGS. IN ADDITION, PERIODICALLY THE ORGANIZATION ENGAGES OUR ATTORNEYS TO PERFORM A SALARY EQUITY ASSESSMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE EITHER IN ELECTRONIC OR PAPER FORM UPON REQUEST. A COPY OF OUR MOST RECENTLY FILED 990 IS AVAILABLE ON OUR WEBSITE. |
| FORM 990 , PART XII LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INCOMPASS HUMAN SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 OMNI WAY | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046111877 | EIN |
| Primary Activities | HUMAN SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| 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 | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments