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

FieldValueIRS element (for citing)
Return2025-01-21T14:53:42-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042226199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARC OF OPPORTUNITY IN NORTH CENTRALBusinessNameLine1Txt
Business Name Line2MASSACHUSETTS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARCOBusinessNameControlTxt
Phone9783436662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1564 MAIN STREETAddressLine1Txt
CityFITCHBURGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS POTVINPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9783436662PhoneNum
Signature2025-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATIE BELANGER CPAPreparerPersonNm
PTINP01585213PTIN
Phone5083669100PhoneNum
Preparation2025-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY HEAFYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1564 MAIN STREETAddressLine1Txt
CityFITCHBURGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,264,437GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressARCOFOPPORTUNITY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO 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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee384TotalEmployeeCnt
Total Volunteers53TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,613,066PYContributionsGrantsAmt
CY Contributions Grants$15,065,052CYContributionsGrantsAmt
PY Program Service Revenue$4,335,500PYProgramServiceRevenueAmt
CY Program Service Revenue$4,592,555CYProgramServiceRevenueAmt
PY Investment Income$155,924PYInvestmentIncomeAmt
CY Investment Income$399,292CYInvestmentIncomeAmt
PY Other Revenue$30,803PYOtherRevenueAmt
CY Other Revenue$64,771CYOtherRevenueAmt
PY Total Revenue$19,135,293PYTotalRevenueAmt
CY Total Revenue$20,121,670CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,082,495PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,793,051CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$9,375PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,976,612PYOtherExpensesAmt
CY Other Expenses$4,447,646CYOtherExpensesAmt
PY Total Expenses$17,068,482PYTotalExpensesAmt
CY Total Expenses$19,240,697CYTotalExpensesAmt
PY Revenues Less Expenses$2,066,811PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$880,973CYRevenuesLessExpensesAmt
Total Assets BOY$20,537,498TotalAssetsBOYAmt
Total Assets EOY$22,742,830TotalAssetsEOYAmt
Total Liabilities BOY$5,744,356TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,623,871TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,793,142NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,118,959NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,883,529ExpenseAmt
Revenue$499,694RevenueAmt
DescRESIDENTIAL - 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

FieldValueIRS element (for citing)
Expense$4,681,653ExpenseAmt
Revenue$279,234RevenueAmt
DescACQUIRED 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

FieldValueIRS element (for citing)
Expense$2,139,285ExpenseAmt
Revenue$2,110,315RevenueAmt
DescSHARED 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)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$1,114,648$1,659,505DAY 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.
$931,054COMMUNITY 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.
$718,171INDIVIDUALIZED 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$19,297EMPLOYMENT - 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$24,510FAMILY 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.
$53,733TRANSPORTATION
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,807,210TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,703,312TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,511,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee384EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNNE SUGARBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9783436662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1564 MAIN STREETAddressLine1Txt
CityFITCHBURGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARY HEAFY
PRESIDENT & CEO50.00Yes (X)$202,029$0$27,774
LYNNE SUGAR
CHIEF FINANCIAL OFFICER50.00Yes (X)$160,302$0$26,648
DAVID KLINE
VP OF DAY SUPPORTS40.00$117,888$0$24,201Yes (X)
ANGELA CHERY
CHIEF PROGRAM OFFICER50.00Yes (X)$140,490$0$1,523
MARSHALL GAYE
VP OF HUMAN RESOURCES40.00$124,423$0$5,463Yes (X)
JACOB TOSTI
BOARD CHAIR1.50Yes (X)$0$0$0Yes (X)
JASON SMITH
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
ROSS POTVIN
DIRECTOR/ TREASURER (AS OF 10/23)1.00Yes (X)$0$0$0Yes (X)
HENRY TESSMAN
ASST.CLERK(TIL 10/23)/CLERK(TIL 5/24)1.00Yes (X)$0$0$0Yes (X)
KATIE NAJJAR
DIR./ASST. CLERK/CLERK(AS OF 5/24)1.00Yes (X)$0$0$0Yes (X)
DANIEL KELSER
TREASURER (UNTIL 10/23)1.00Yes (X)$0$0$0Yes (X)
ANDREA THIBAUDEAU
CLERK (UNTIL 10/23)1.00Yes (X)$0$0$0Yes (X)
STEPHANIE WILLIAMS
DIRECTOR1.00$0$0$0Yes (X)
PAULIE CHLEBECEK
DIRECTOR1.00$0$0$0Yes (X)
CHELSIE VOKES
DIRECTOR1.00$0$0$0Yes (X)
MONICA FIELDHOUSE
DIRECTOR1.00$0$0$0Yes (X)
JACK DOOLIN
DIRECTOR (UNTIL 10/23)1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$745,132TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$85,609TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AAFCPAS INC
50 WASHINGTON STREETWESTBOROUGHMA01581AUDIT SERVICES$124,100
DELTA GROUP IT SERVICES
1195 PATRIOTS ROADTEMPLETONMA01468IT NETWORK MAINTENANCE AND SECURITY$107,845
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Federated Campaigns$8,510FederatedCampaignsAmt
Fundraising$9,389FundraisingAmt
Government Grants$14,915,301GovernmentGrantsAmt
All Other Contributions$131,852AllOtherContributionsAmt
Total Contributions$15,065,052TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCLIENT AND THIRD PARTY FEESDesc
Business900099BusinessCd
Total Revenue Column$4,592,555TotalRevenueColumnAmt
Related Or Exempt Func Income$4,592,555RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,592,555TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$361,077TotalRevenueColumnAmt
Exclusion$361,077ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$962,081SecuritiesAmt
Other$206,711OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$932,623SecuritiesAmt
Other$197,954OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$29,458SecuritiesAmt
Other$8,757OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,215TotalRevenueColumnAmt
Exclusion$38,215ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$76,961FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$9,389ContriRptFundraisingEventAmt
Fundraising Direct Expenses$12,190FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,771TotalRevenueColumnAmt
Exclusion$64,771ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,121,670TotalRevenueColumnAmt
Related Or Exempt Func Income$4,592,555RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$464,063ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$626,558TotalAmt
Program Services$147,273ProgramServicesAmt
Management And General$479,285ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,570,258TotalAmt
Program Services$10,949,995ProgramServicesAmt
Management And General$620,263ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$200,716TotalAmt
Program Services$193,104ProgramServicesAmt
Management And General$7,612ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,251,447TotalAmt
Program Services$1,177,776ProgramServicesAmt
Management And General$73,671ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,144,072TotalAmt
Program Services$1,041,317ProgramServicesAmt
Management And General$102,755ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,527TotalAmt
Management And General$13,527ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$115,300TotalAmt
Management And General$115,300ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$39,605TotalAmt
Management And General$39,605ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,717TotalAmt
Program Services$62,453ProgramServicesAmt
Management And General$25,264ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$334,441TotalAmt
Program Services$294,980ProgramServicesAmt
Management And General$39,461ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$762,563TotalAmt
Program Services$733,147ProgramServicesAmt
Management And General$29,416ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$112,453TotalAmt
Program Services$109,058ProgramServicesAmt
Management And General$3,395ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$464,379TotalAmt
Program Services$409,217ProgramServicesAmt
Management And General$55,162ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$19,240,697TotalAmt
Program Services$17,511,677ProgramServicesAmt
Management And General$1,729,020ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$518,364BOYAmt
EOY$515,077EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,236,641BOYAmt
EOY$6,925,583EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,734,982BOYAmt
EOY$1,813,814EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$188,187BOYAmt
EOY$200,827EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,942,722LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,531,784LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,628,324BOYAmt
EOY$7,410,938EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,072,261BOYAmt
EOY$5,720,929EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$158,739BOYAmt
EOY$155,662EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,537,498BOYAmt
EOY$22,742,830EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,206,287BOYAmt
EOY$1,411,488EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,450BOYAmt
EOY$20,977EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$63,926BOYAmt
EOY$114,783EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,357,880BOYAmt
EOY$5,035,744EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$94,813BOYAmt
EOY$40,879EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,744,356BOYAmt
EOY$6,623,871EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,758,033BOYAmt
EOY$16,087,593EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,109BOYAmt
EOY$31,366EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,793,142BOYAmt
EOY$16,118,959EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,537,498BOYAmt
EOY$22,742,830EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$880,973ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$444,844NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,392,821CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,719,363CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,762,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,613,066CurrentTaxYearMinus1YearAmt
Current Tax Year$15,065,052CurrentTaxYearAmt
Total$74,552,981TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,392,821CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,719,363CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,762,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,613,066CurrentTaxYearMinus1YearAmt
Current Tax Year$15,065,052CurrentTaxYearAmt
Total$74,552,981TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$74,552,981PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,850CurrentTaxYearMinus1YearAmt
Current Tax Year$361,077CurrentTaxYearAmt
Total$756,007TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$13,000CurrentTaxYearMinus2YearsAmt
Total$18,284TotalAmt
FieldValueIRS element (for citing)
Total Support$75,327,272TotalSupportAmt
Gross Receipts Rltd Activities$15,680,698GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98970PublicSupportCY170Pct
Public Support PY1700.99400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCAFETERIA VENDING - 2019 AMOUNT: $ 5,284. GAIN ON TERMINATION OF LEASES - 2021 AMOUNT: $ 13,000.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$38,901BeginningBalanceAmt
Additions During Year$353,743AdditionsDuringYearAmt
Distributions During Year$374,810DistributionsDuringYearAmt
Ending Balance$17,834EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$739,609OtherCostOrOtherBasisAmt
Book Value$739,609BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,445,504OtherCostOrOtherBasisAmt
Depreciation$4,168,266DepreciationAmt
Book Value$6,277,238BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$442,439OtherCostOrOtherBasisAmt
Depreciation$358,480DepreciationAmt
Book Value$83,959BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,315,170OtherCostOrOtherBasisAmt
Depreciation$1,005,038DepreciationAmt
Book Value$310,132BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,410,938TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE OBLIGATIONSDesc
Amt$40,879Amt
FieldValueIRS element (for citing)
Total Liability$40,879TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Event1AUCTIONEvent1Nm
Gross Receipts Event1$86,350GrossReceiptsEvent1Amt
Charitable Contri Event1$9,389CharitableContriEvent1Amt
Gross Revenue Event1$76,961GrossRevenueEvent1Amt
Rent Facility Costs Event1$500RentFacilityCostsEvent1Amt
Food And Beverage Event1$6,512FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$5,178OtherDirectExpensesEvent1Amt
Gross Receipts Total$86,350GrossReceiptsTotalAmt
Charitable Contributions Tot$9,389CharitableContributionsTotAmt
Gross Revenue Total Events$76,961GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,512FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$5,178OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,190DirectExpenseSummaryEventsAmt
Net Income Summary$64,771NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationMARY 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6AS OF FISCAL YEAR 2023, INCOMPASS HUMAN SERVICES, INC. IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BUPON 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 12CAS 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 15ATHE 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 19ALL 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 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INCOMPASS HUMAN SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 OMNI WAYAddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01824ZIPCd
FieldValueIRS element (for citing)
EIN046111877EIN
Primary ActivitiesHUMAN SERVICESPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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