2023-03-02T12:12:37-06:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 042519028 KENNEDY-DONOVAN CENTER INC KENN 5087721233 ONE COMMERCIAL STREET FOXBORO MA 020352530 GLEN P MATTERA VICE PRESIDENT & CFO 5087721200 2023-02-22 1 GLEN MATTERA 999009999 CHARLES N CICCONE P01274937 6177610600 2023-02-22 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LISA MORGAN ONE COMMERCIAL STREET FOXBORO MA 020352530 39426699 0 X WWW.KDC.ORG X 1969 MA AN ORGANIZATION THAT SUPPORTS PEOPLE WITH DEVELOPMENTAL DELAYS, DISABILITIES AND FAMILY CHALLENGES TO PURSUE THEIR PERSONAL POTENTIAL AND SUCCESS IN THE COMMUNITY. WE PROVIDE A WIDE RANGE OF EFFECTIVE SUPPORTS TO INDIVIDUALS AND FAMILIES THROUGH PREVENTION, ADVOCACY AND INTERVENTION SERVICES THAT ARE PERSON-CENTERED, INNOVATIVE, AND COMPASSIONATE. 13 13 452 50 -14381 0 2506657 7311415 30311789 28878404 -49719 -680422 32117 112640 32800844 35622037 0 0 0 0 19651733 18512392 0 0 395703 12784666 12202081 32436399 30714473 364445 4907564 22814364 25380076 14312395 12003030 8501969 13377046 X KENNEDY-DONOVAN CENTER SUPPORTS INDIVIDUALS AND FAMILIES WITH DEVELOPMENTAL DISABILITIES AND DELAYS TO REACH THEIR MAXIMUM POTENTIAL AND QUALITY OF LIFE THROUGH INDIVIDUALIZED SERVICES AND ADVOCACY. 0 0 12425057 13279801 CHILDREN'S CLINICAL SERVICES - EARLY INTERVENTION (EI) COORDINATES HOME VISITING AND GROUP SERVICES TO FAMILIES WITH CHILDREN BIRTH TO THREE YEARS OF AGE WHO ARE FACING DEVELOPMENTAL DELAYS, CERTAIN DIAGNOSED CONDITIONS, OR WHOSE CIRCUMSTANCES PUT THEM AT RISK FOR DEVELOPMENTAL DELAYS. AN ARRAY OF THERAPEUTIC, EDUCATIONAL, AND SOCIAL SERVICES ARE DELIVERED IN FAMILIES' HOMES, AT OUR PROGRAMS CENTER, OR AT OTHER APPROPRIATE LOCATIONS. EI IS THE EARLIEST POSSIBLE INTERVENTION TO ADDRESS A CHILD'S DELAYED DEVELOPMENT, AND TO FOSTER THEIR HEALTHY DEVELOPMENT IN A TIMELY MANNER WITH ALL THE TOOLS AVAILABLE. KDC ALSO PROVIDES RESOURCES AND SUPPORT FOR AUTISM SERVICES. OUR AUTISM SERVICES PROGRAM SUPPORTS INDIVIDUALS OF ALL AGES AND THEIR FAMILIES AFFECTED BY THE AUTISM SPECTRUM DISORDER. 11137627 3854122 COMMUNITY DEVELOPMENTAL SERVICES PROVIDING SUPPORTED LIVING ACROSS SOUTHEASTERN MASSACHUSETTS TO ADULT INDIVIDUALS WITH DISABILITIES. THESE INCLUDE COMMUNITY SHARED LIVING AND INDIVIDUAL LIVING ASSISTANCE, SUPERVISED LIVING 24/7 RESIDENTIAL GROUP HOMES; SHARED LIVING PROVIDER TRAINING, CASE MANAGEMENT, AND ASSISTANCE TO HOST FAMILIES. EFFECTIVE JANUARY 1, 2021, KDC ADOPTED A PLAN TO END THE CONTRACTS FOR ITS RESIDENTIAL PROGRAMS, WHICH WERE TRANSFERRED TO TWO NEW PROVIDERS. 3280194 11744481 FAMILY SERVICES - IN ADDITION TO OUR SUPPORTED LIVING/RESIDENTIAL PROGRAMS AND EARLY INTERVENTION/AUTISM SERVICES, WE PROVIDE RESOURCE AND REFERRAL SOURCES THROUGH REGIONAL FAMILY SUPPORT CENTERS, HEALTHY FAMILIES YOUNG ADULT PREGNANCY PROGRAMS, FAMILY SUPPORT PROGRAMS, FOSTER CARE SERVICES, AND A DAY HABILITATION PROGRAM. THESE COMMUNITY SERVICES PROVIDE SERVICES TO MORE THAN 10,000 INDIVIDUALS AND THEIR FAMILIES EACH YEAR FROM PRENATAL THROUGH THE END OF LIFE. WE OFFER PROGRAMS AND SERVICES TO HELP THOSE WE SERVE REACH THEIR MAXIMUM POTENTIAL AND QUALITY OF LIFE. 26842878 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 183 0 1 452 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X GLEN MATTERA 5087721200 ONE COMMERCIAL STREET FOXBORO MA 02035 ROBERT PANESSITI CHAIR 3.00 X X 0 0 0 JEFFREY KOBS VICE CHAIR 3.00 X X 0 0 0 STEPHEN P SANFORD TREASURER 3.00 X X 0 0 0 EDWIN CARR CLERK 2.00 X X 0 0 0 ANTHONY KARAMAS DIRECTOR 2.00 X 0 0 0 DAVID BOUCHER DIRECTOR 2.00 X 0 0 0 ANASTASIA BERGMAN DIRECTOR 2.00 X 0 0 0 DEBORAH FELIX DIRECTOR 3.00 X 0 0 0 JEREMY LOUISE DIRECTOR 2.00 X 0 0 0 TIM MULCAHY DIRECTOR 3.00 X 0 0 0 REBECCA MARCOUX DIRECTOR 2.00 X 0 0 0 RENEE CLARK DIRECTOR 2.00 X 0 0 0 SUZANNE RIBERO-BALASSONE DIRECTOR 2.00 X 0 0 0 GLEN MATTERA VICE PRESIDENT & CFO 40.00 X 202554 0 0 AMANDA PERKINS VP, DEVELOPMENT 40.00 X 128971 0 7964 LISA MORGAN PRESIDENT & CEO 40.00 X 20192 0 0 MARCIA GALAVOTTI VP, COMMUNITY DEVELOPMENT 40.00 X 94474 0 8352 SUSAN HOMAN VP, CHILDREN'S CLINICAL SERVICES 40.00 X 85591 0 24908 SCOTT JARVIS VP, FAMILY SERVICES 40.00 X 75372 0 16024 SUSAN CINA VP, PEOPLE & CULTURE 40.00 X 25419 0 2706 STEVEN WHALEN CONTROLLER 40.00 X 101861 0 17607 KATE FONTANA UNTIL 11621 FMR. CHIEF OPERATING OFFICER 40.00 X 142310 0 0 876744 0 77561 4 1 1 0 BEACON ABA SERVICES INC 321 FORTUNE BLVD 9 MILFORD MA 01757 EI SPECIALITY SERVICE PROVIDER 383492 CUNNINGHAM AND ASSOCIATES LLC 218 SHRESBURY ST SUITE 201-202 WORCESTER MA 01604 TAX CONSULTING 176550 UKG ULTIMATE SOFTWARE 200 PARK AVENUE S 2ND FLOOR NEW YORK NY 10003 PAYROLL SERVICE 119702 3 32250 6783698 495467 7311415 FEES FROM GOVERNMENT 525990 13558321 13558321 THIRD PARTY INSURANCE 524292 8051239 8051239 MEDICAID PAYMENTS 524114 6286389 6286389 CLIENT FEES 624100 581875 581875 MISCELLANEOUS 900099 400580 400580 28878404 1554 1554 29609 43990 -14381 -14381 -14381 3011629 3693605 -681976 -681976 -681976 194088 32250 67067 127021 127021 35622037 28878404 -14381 -553401 X 550476 260713 176804 112959 15026073 13268148 1608972 148953 1569359 1363224 179876 26259 1366484 1186258 157338 22888 154801 153298 1503 18845 18845 96095 96095 6084906 6084547 359 112290 22032 90163 95 459355 102176 353211 3968 876074 774093 93470 8511 437250 430094 6986 170 7609 3239 4370 515688 410133 95603 9952 942739 843342 90483 8914 250115 174762 72309 3044 BAD DEBT 539748 539748 TELEPHONE 308627 273422 32907 2298 SUPPLIES 238611 165240 52558 20813 EQUIP RENTAL & MAINT 101348 79460 16150 5738 1057980 862247 176095 19638 30714473 26842878 3475892 395703 1371697 1226874 23000 5888299 3168503 3224345 149225 152524 21646374 7303343 17753064 14343031 251520 519033 97355 25970 22814364 25380076 2917679 3146592 3738731 2560656 7422630 6167812 233355 127970 14312395 12003030 X 7623072 12747694 878897 629352 8501969 13377046 22814364 25380076 4907564 -32487 0 X 0 1 X 1 1 1 X 359442 391111 375742 2506657 7311415 10944367 35608520 36803278 38559046 30387751 28878404 170236999 35967962 37194389 38934788 32894408 36189819 181181366 0 0 0 181181366 892 1036 2540 421 1554 6443 892 1036 2540 421 1554 6443 35968854 37195425 38937328 32894829 36191373 181187809 1.00000 0.99990 0.00000 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1955747 1955747 14694574 5119054 9575520 3864153 1357877 2506276 664365 490757 173608 467535 335655 131880 14343031 FUNDS HELD IN TRUST 25970 LEASE INCENTIVE OBLIGATION 102000 127970 X 35656617 -32487 67067 34580 35622037 0 35622037 30781540 67067 67067 30714473 0 30714473 PART X, LINE 2: KDC 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. KDC HAS IDENTIFIED ITS STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, KDC HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. KDC IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 67,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 67,067. GALA 176267 21000 155267 7849 44381 3312 GOLF 29677 11250 18427 6309 2020 465 1 20394 20394 2731 226338 32250 194088 14158 46401 6508 67067 127021 X X X X X 1 0 0 0 0 0 0 1 0 GLEN MATTERA VICE PRESIDENT & CFO 191154 0 11400 0 0 0 0 0 0 0 202554 0 0 0 KATE FONTANA UNTIL 11621 FMR. CHIEF OPERATING OFFICER 52310 0 0 0 90000 0 0 0 0 0 142310 0 0 0 PART I, LINE 4A KATE FONTANA, FORMER CHIEF OPERATING OFFICER, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $90,000 IN JANUARY, 2021. PART I, LINE 7 THE BONUS AWARDED TO THE V.P. & CFO WAS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR COVERING ADDITIONAL RESPONSIBILITIES DURING 2021. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2010-01-26 5500000 REFINANCE EXISTING REAL ESTATE AND NEW CONSTRUCTION 0 0 0 A 5500000 161666 5338334 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/31/2020 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990 INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED TO THE ORGANIZATION'S FINANCE COMMITTEE. ANY CHANGES REQUIRED BASED ON THE FINANCE COMMITTEE'S REVIEW ARE MADE, AND A REVISED DRAFT IS DISTRIBUTED FOR APPROVAL. UPON APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW. THE PRESIDENT OF THE ORGANIZATION IS THEN AUTHORIZED TO SIGN AND FILE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT THAT INCLUDES THE AGENCY'S CONFLICT OF INTEREST POLICY. THE STATEMENT REQUIRES BOARD MEMBERS TO DISCLOSE ANY DIRECT OR INDIRECT DEALINGS WITH THE AGENCY. THE FORMS ARE REVIEWED BY THE PRESIDENT & CEO. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THE PRESIDENT & CEO REVIEWS THE CONFLICT WITH THAT INDIVIDUAL AND THE INDIVIDUAL IS PROHIBITED FROM TAKING PART IN THE DELIBERATIONS OR DECISIONS REGARDING THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO/PRESIDENT AND OTHER OFFICERS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS IN COMPARABLY SIZED AGENCIES IN THE REGION. THE MINUTES OF THE MEETINGS OF THE EXECUTIVE COMMITTEE REFLECT THE DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CEO/PRESIDENT'S COMPENSATION WITH ASSISTANCE OF PEER ANALYSIS WHO PERFORM AN ANNUAL NON-PROFIT WORKFORCE COMPENSATION AND BENEFITS REPORT FOLLOWING KDC'S EXECUTIVE COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAINTAINS A ROBUST WEBSITE WHICH PROVIDES INTERESTED PARTIES ACCESS TO THE AGENCY FINANCIAL STATEMENTS AND FORM 990. THE AGENCY ALSO SUBMITS FINANCIAL AND GOVERNANCE INFORMATION TO CLEARINGHOUSE ORGANIZATIONS WHICH ARE READILY AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G EARLY CHILDHOOD INTERVENTION SPECIALTY SERVICE PROVIDERS: PROGRAM SERVICE EXPENSES 6,084,547. MANAGEMENT AND GENERAL EXPENSES 359. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,084,906.