2023-03-20T12:18:39-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 042662986 AMERICAN TRAINING INC AMER 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO 9786852151 2023-03-09 1 THOMAS CONNORS 999009999 BRENDA L BOOTH P01342395 6177610600 2023-03-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THOMAS M CONNORS 6 CAMPANELLI DRIVE ANDOVER MA 01810 29498208 0 X WWW.AMERICANTRAININGINC.COM X 1979 MA AMERICAN TRAINING, INC. PROVIDES HOUSING, EMPLOYABILITY DEVELOPMENT, RELEVANT PERSONAL AND VOCATIONAL COUNSELING, VOCATIONAL SKILLS DEVELOPMENT AND TRAINING AND OTHER RELATED SERVICES AND SUPPORT TO THE DEVELOPMENTALLY DISABLED, MENTALLY ILL, PHYSICALLY HANDICAPPED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS. 6 5 408 5 22860 28060 3382617 258422 24516682 28960797 55320 25173 137844 147848 28092463 29392240 0 0 0 0 15154381 16813325 0 0 0 7951172 9630280 23105553 26443605 4986910 2948635 23742948 26624340 12343355 12276112 11399593 14348228 X AMERICAN TRAINING, INC. PROVIDES HOUSING, EMPLOYABILITY DEVELOPMENT, RELEVANT PERSONAL AND VOCATIONAL COUNSELING, VOCATIONAL SKILLS DEVELOPMENT AND TRAINING AND OTHER RELATED SERVICES AND SUPPORT TO THE DEVELOPMENTALLY DISABLED, MENTALLY ILL, PHYSICALLY HANDICAPPED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS. 0 0 14478632 17283631 RESIDENTIAL PROGRAMS DEVELOP SERVICES TO SUPPORT LIVING SITUATIONS TO EMPOWER RESIDENTS TO BE SELF-SUFFICIENT AND TO ENRICH THE QUALITY OF THEIR LIVES. SUPPORTS ARE PROVIDED IN WAYS THAT CREATE SUCCESSFUL COMMUNITY LIVING AND SEEK OPPORTUNITIES THAT PROMOTE COMMUNITY AWARENESS , ACCEPTANCE, AND INVOLVEMENT FOR THE RESIDENTS SERVICED. THESE SERVICES ARE PROVIDED TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND TO ADOLESCENTS WITH PSYCHIATRIC DISABILITIES. IN FY 2022 149 INDIVIDUALS WERE SERVED. 6887626 9056714 DAY PROGRAMS PROVIDE INDIVIDUALS WITH VOCATIONAL AND SUPPORTED EMPLOYMENT SERVICES, BOTH COMMUNITY BASED AND IN A WORK SETTING. THE PROGRAM PROVIDES JOB PLACEMENT , JOB SITE TRAINING AND ON-GOING MONITORING AND FOLLOW-UP. INTEGRATED WORK CREWS , EMPLOYER BASED JOB SITES, VOLUNTEER OPPORTUNITIES AND INDIVIDUAL PLACEMENT ARE SOUGHT AND ORGANIZED TO EXPOSE INDIVIDUALS TO A VARIETY OF EMPLOYMENT CHOICES AND SKILLS. IT PROVIDES INTEGRATION OF INDIVIDUALS WITHIN THEIR COMMUNITIES TO ATTAIN MEANINGFUL COMMUNITY CONNECTIONS. PROVIDES DAY HABILITATION PROGRAMS WHICH FOCUS ON DEVELOPMENTAL SKILLS SUCH AS PT,OT,NURSING & ASSISTIVE TECHNOLOGY. IN FY 2022 550 INDIVIDUALS WERE SERVED. 947055 725535 VANWAY TRANSPORTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO AND FROM THEIR HOMES AND DAY PROGRAMS. VANWAY TRANSPORTS INDIVIDUALS ON 11 ROUTES FUNDED THROUGH A REGIONAL TRANSPORTATION AUTHORITY. IN FY 2022, VANWAY TRANSPORTED 51 INDIVIDUALS THROUGHOUT THE NORTHEAST AREA OF MASSACHUSETTS. 756433 946960 EDUCATION & WORK READINESS SERVICES ADULTS AND AT RISK YOUTH. SERVICES INCLUDE LITERACY PROGRAMS, ESL & BASIC ED AND YOUNG PARENTS PROGRAM. 51195 37688 EMPLOYMENT PROGRAM-IN FY 2022 89 INDIVIDUALS WERE PAID AN HOURLY RATE FOR WORK OPPORTUNITIES. 714589 1035257 STUDENT TRAINING & SUPPORT SERVICES ECONOMICALLY DISADVANTAGED ADULTS. COURSES OFFERED INCLUDE ELECTRONIC ASSEMBLY, OFFICE/COMPUTER, MEDICAL ASSISTING, MEDICAL BILLING-CODING, GED PREP AND ESL PREP. VOCATIONAL COUNSELING AND JOB PLACEMENT COMPLEMENT THESE PROGRAMS FOR WIA/DTA PARTICIPANTS AS WELL AS DISLOCATED WORKERS. IN FY 2022 215 STUDENTS WERE SERVED. 1522217 2019905 23835530 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 44 0 1 408 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JENNIFER LESSARD CONTROLLER 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 36.00 4.00 X X 191491 0 22367 JAMES DION DIRECTOR 5.00 0.00 X 0 0 0 GUESH ENGIDA DIRECTOR 5.00 0.00 X 0 0 0 EVELYN GATES DIRECTOR 5.00 0.00 X 0 0 0 JAMES G HAJJAR CHAIRMAN/DIRECTOR 5.00 0.00 X 0 0 0 GEORGE HOWSHAN TREASURER/DIRECTOR 1.00 4.00 X 0 0 0 JENNIFER LESSARD CONTROLLER 40.00 0.00 X 90967 0 9843 JOHN ARSENAULT INTERIM CFO 40.00 0.00 X 0 0 0 JODI HOWSHAN VICE PRESIDENT OF PEOPLE & CULTURE 40.00 0.00 X 120272 0 0 LORRAINE MCLARNEY VICE PRESIDENT/DIRECTOR 40.00 0.00 X 110622 0 18595 STEVE PELLERIN VICE PRESIDENT/DIRECTOR 40.00 0.00 X 115112 0 19561 628464 0 70366 4 0 1 0 EAGLE STAFFING LLC 214 ANDOVER ST WILMINGTON MA 01887 DIRECT CARE RELIEF 1405659 EAGLE SERVICES LLC 214 ANDOVER ST WILMINGTON MA 01887 LANDSCAPE/SNOW REMOVAL 312540 ALL STAFF LLC 1565 MAIN ST 307 TEWKSBURY MA 01876 DIRECT CARE RELIEF 194806 CLA 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 OUTSOURCED CFO 132855 CBIZ MHM LLC 500 BOYLSTON ST 4TH FL BOSTON MA 02116 ACCOUNTING/TAX FILING 121810 6 249620 8802 258422 PROGRAM SERVICE FEES 900099 28271414 28271414 CLIENT FEES 900099 651695 651695 SUBCONTRACT SERVICES 900099 37688 37688 28960797 15173 15173 128828 105968 22860 22860 22860 10000 0 10000 10000 10000 INSURANCE CLAIM REVENUE 900099 84739 84739 MISCELLANEOUS REVENUE 900099 40249 40249 124988 29392240 29085785 22860 25173 X 195625 195625 13915609 12921901 993708 43900 43900 1292222 1162808 129414 1365969 1263165 102804 11341 11341 104700 104700 4347122 3866536 480586 130698 73273 57425 149717 122737 26980 49192 47627 1565 1707200 1544911 162289 54730 53211 1519 1998 1029 969 335677 274463 61214 745118 695671 49447 30089 17002 13087 SUPPLIES 834081 824928 9153 VEHICLE EXPENSES 677800 659523 18277 EQUIPMENT RENTAL/MAINT. 196586 151302 45284 TELEPHONE 73836 63443 10393 180395 92000 88395 26443605 23835530 2608075 0 1357390 1330121 7886761 10094833 2018841 3049895 147557 37972 16842619 5070265 12021918 11772354 310481 339165 23742948 26624340 1415840 1806444 254368 4749 8004722 7790365 2464325 2426554 204100 248000 12343355 12276112 X 11393830 14342465 5763 5763 11399593 14348228 23742948 26624340 2948635 0 X 0 1 X 1 1 1 X 13494 23108 40755 3382617 258422 3718396 23071113 24372051 24473846 24608360 29001046 125526416 23084607 24395159 24514601 27990977 29259468 129244812 0 0 0 129244812 115271 170500 165322 165176 144001 760270 115271 170500 165322 165176 144001 760270 23199878 24565659 24679923 28156153 29403469 130005082 0.99420 0.99400 0.00580 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 131081 741990 690983 182088 0 3724966 3724966 9669345 2518960 7150385 16636 16635 1 1672315 1323100 349215 1759357 1211570 547787 11772354 OTHER LIBAILITIES 248000 248000 X 29498208 105968 105968 29392240 0 29392240 26549573 105968 105968 26443605 0 26443605 PART IV, LINE 1B: REPRESENTATIVE PAYEE FOR SSA/SSI PAYMENTS PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 105,968. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 105,968. X X X 0 0 0 0 0 0 0 0 0 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 191491 0 0 0 0 0 0 0 22367 0 213858 0 0 0 A MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-12-23 8630000 PURCHASE OF REAL ESTATE, REFINANCING OF DEBT, AND CAPITAL IMPROVEMENTS 0 0 0 A 8630000 182119 5880107 2107519 460255 2020 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/23/2021 FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR THE FORM 990 IS COLLECTED BY OUR FINANCE STAFF AND SENT TO AN OUTSIDE TAX FIRM TO PREPARE. A DRAFT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CORRECTIONS MADE, IF ANY, BY THE TAX FIRM. A FINAL VERSION IS MAILED TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS. CLARIFICATION AND/OR CORRECTIONS WILL BE MADE, IF APPROPRIATE, AFTER DISCUSSION WITH THE CFO AND TAX FIRM. THE FINAL DOCUMENT, AS FILED, WILL ALSO BE PRESENTED AT THE NEXT BOARD MEETING BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL CLASSES OF PERSONNEL WITHIN THE COMPANY, INCLUDING DIRECT CARE, MANAGEMENT AND BOARD POSITIONS. BOARD MEMBERS RECEIVE A RELATED PARTY QUESTIONNAIRE ANNUALLY WHICH DEFINES CONFLICTS OF INTEREST. DIRECT CARE AND MANAGEMENT RECEIVE AND SIGN FOR A POLICY AND PROCEDURE MANUAL WHICH INCLUDES THIS POLICY. POTENTIAL CONFLICTS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER. IF A CONFLICT IS FOUND TO EXIST, THE CORPORATE COMPLIANCE OFFICER ALONG WITH THE PRESIDENT AND EXECUTIVE DIRECTOR WILL DETERMINE WHAT RESTRICTIONS WILL BE IMPOSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT AND OTHER OFFICERS OF THE ORGANIZATION INCLUDES A REVIEW BY INDEPENDENT PERSONS. COMPENSATION IS SET USING COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS OCCUR CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G SPECIALIZED HOME CARE: PROGRAM SERVICE EXPENSES 1,040,260. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,040,260. PROGRAM CONSULTING FEE: PROGRAM SERVICE EXPENSES 77,101. MANAGEMENT AND GENERAL EXPENSES 137,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,741. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 63,461. MANAGEMENT AND GENERAL EXPENSES 106,464. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,925. MIS SUPPORT FEES: PROGRAM SERVICE EXPENSES 72,892. MANAGEMENT AND GENERAL EXPENSES 236,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 309,374. GUEST EXPENSE/RECREATION: PROGRAM SERVICE EXPENSES 209,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,291. DIRECT CARE RELIEF COST: PROGRAM SERVICE EXPENSES 2,403,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,403,531. HOMES OF CARE INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 300139018 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE I INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 202176751 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE II INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 412201540 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE III INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 300472109 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 LUTHERAN COMMUNITY SERVICES CREATIVE LIVING INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 020593101 LOW INCOME HOUSING MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 NONE