SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC (EIN 04-2389659)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-01
- IRS object ID
- 202321219349300032
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T09:09:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042389659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5086202300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BISHOP STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HUTNAK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5086202300 | PhoneNum |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HUTNAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2023-04-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN GENTILI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BISHOP STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $147,257,886 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDER OF DAY CARE, FUEL/ENERGY ASSIST, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 934 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,843,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,827,527 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,410,506 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $137,296,822 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,372 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,260,194 | PYOtherRevenueAmt |
| CY Other Revenue | $8,081,254 | CYOtherRevenueAmt |
| PY Total Revenue | $111,514,843 | PYTotalRevenueAmt |
| CY Total Revenue | $147,236,975 | 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 | $31,251,391 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,841,617 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $64,994 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,115,442 | PYOtherExpensesAmt |
| CY Other Expenses | $110,219,928 | CYOtherExpensesAmt |
| PY Total Expenses | $108,366,833 | PYTotalExpensesAmt |
| CY Total Expenses | $142,061,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,148,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,175,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,097,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,793,311 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,015,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,477,446 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,082,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,315,865 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE OF LOW-INCOME AND DISADVANTAGED INDIVIDUALS AND FAMILIES BY ADVOCATING FOR THEIR NEEDS AND RIGHTS; PROVIDING SERVICES; EDUCATING THE COMMUNITY; BUILDING A COMMUNITY OF SUPPORT; PARTICIPATING IN COALITIONS WITH OTHER ADVOCATES AND SEARCHING FOR NEW RESOURCES AND PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,152,100 | ExpenseAmt |
| Revenue | $85,919,215 | RevenueAmt |
| Desc | ENERGY AND FINANCIAL ASSISTANCE - PROVIDES FUEL ENERGY AND RENTAL ASSISTANCE TO LOW INCOME PEOPLE IN ORDER TO HELP THEM AFFORD THE RISING COST OF UTILITITES RENT AND OTHER COSTS OF LIVING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,235,254 | ExpenseAmt |
| Revenue | $25,797,264 | RevenueAmt |
| Desc | FAMILY SERVICES - HOUSING ASSISTANCE FOR LOW INCOME AND HOMELESS FAMILIES AND INDIVIDUALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,401,483 | ExpenseAmt |
| Revenue | $13,061,636 | RevenueAmt |
| Desc | EDUCATION AND CHILD CARE - ADVOCAY DAYCARE IN A HEALTHY SAFE AND LOVING ENVIRONMENT WHICH IS CONDUCTIVE TO LEARNING AND GROWTH TO CHILDREN WHOSE PARENTS NEED FULL TIME CARE TO PURSUE EMPLOYMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $8,630,157 | $17,574,526 | SUBSTANCE ABUSE AND MENTAL HEALTH - CLINICAL SERVICES THAT BEGINS WITH LISTENING TO CLIENTS AND FROM THERE DEVELOPING A DIAGNOSTIC ASSESSMENT TO IDENTIFY THE SYMPTOMS AND ISSUES THAT PROMPTED THE INDIVIDUALS TO SEEK COUNSELING. |
| $1,011,053 | $1,132,388 | NUTRITION |
| $135,928 | HOUSING | |
| $1,417,418 | $1,913,958 | CRISIS INTERVENTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,194,556 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $20,620,872 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $131,983,393 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 422 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 934 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HUTNAK CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086202316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BISHOP STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE SCULT | ||||||||
| PRESIDENT | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY FISHMAN | ||||||||
| VICE PRESIDENT | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTH HIBBARD | ||||||||
| TREASURER | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAMULA ZICKO | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY BAKER | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE HULME | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL MCCARTHY | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY KENNEDY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ELLSWORTH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD TWOMEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MORRISEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PENNA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE BROWN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FAITH TOLSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE ADLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN BREEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN LOCKE | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH KILLION | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIELE BRAMBILLA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MANLEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YESENIA GAUDET | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM WONG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D HANRAHAN | ||||||||
| CLERK | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GENTILI | ||||||||
| CHIEF PROGRAM OFFICER | 35.00 | 0.00 | Yes (X) | $197,214 | $0 | $16,210 | ||
| MARY MCGUIRE | ||||||||
| SR POLICY AND PROGRAM ADVI | 35.00 | 0.00 | Yes (X) | $10,484 | $0 | $2,484 | ||
| JIM WAGNER | ||||||||
| SR DIRECTOR ADMIN & FINANC | 35.00 | 0.00 | Yes (X) | $90,132 | $0 | $27,657 | ||
| MICHAEL HUTNAK | ||||||||
| CHIEF FINANCIAL OFFICER | 35.00 | 8.00 | Yes (X) | $147,244 | $0 | $6,279 | ||
| TANIA DIDUCA | ||||||||
| CHIEF OF STAFF | 35.00 | 0.00 | Yes (X) | $128,505 | $0 | $35,877 | ||
| JAMES CUDDY | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | 8.00 | Yes (X) | $373,233 | $0 | $32,873 | ||
| GREGORY TUTUNY | ||||||||
| CHIEF BUSINESS OFFICER | 35.00 | 0.00 | Yes (X) | $110,784 | $0 | $29,010 | ||
| KELLIE ANN CALDWELL | ||||||||
| SR DIRECTOR HR | 35.00 | 0.00 | Yes (X) | $100,767 | $0 | $3,572 | ||
| DAVID DAVIDOWICZ | ||||||||
| SR DIRECTOR HOUSING & MAIN | 35.00 | 0.00 | Yes (X) | $81,789 | $0 | $12,530 | ||
| ROHEY WADDA | ||||||||
| SR DIRECTOR PLANNING & COM | 35.00 | 0.00 | Yes (X) | $79,733 | $0 | $25,583 | ||
| JEREMIAS DEOLIVEIRA | ||||||||
| CLINICAL NURSE SPECIALIST | 35.00 | 0.00 | $169,329 | $0 | $27,671 | Yes (X) | ||
| KRISTEN BAKER | ||||||||
| CLINICAL NURSE SPECIALIST | 30.00 | 0.00 | $128,168 | $0 | $3,859 | Yes (X) | ||
| DIXIE LYONS | ||||||||
| SITESUPM | 35.00 | 0.00 | $133,317 | $0 | $14,239 | Yes (X) | ||
| SIXTO CHI | ||||||||
| COUNSELOR - MS | 35.00 | 0.00 | $109,770 | $0 | $10,554 | Yes (X) | ||
| JACQUELINE DELAHANTY | ||||||||
| COUNSELOR - MS | 35.00 | 0.00 | $114,274 | $0 | $13,594 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,974,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,992 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZVI CONSTRUCTION LLC | |||||
| 6909 SW 18TH ST | BOCA RATON | FL | 33433 | CONSTRUCTION | $4,206,377 |
| BOWDITCH & DEWEY LLP | |||||
| 311 MAIN ST | WORCETER | MA | 016150156 | LAW | $507,420 |
| BOSTON PROPERTY CARE LLC | |||||
| 311 MAIN ST | BOSTON | MA | 02130 | PROPERTY MGNT | $435,600 |
| ARBOR ASSOCIATES | |||||
| PO BOX 302191 | BOSTON | MA | 022412978 | PROPERTY MGNT | $325,347 |
| WB MASON COMPANY INC | |||||
| LOCK BOX ARBOR ASSOC PO BOX412978 | BOSTON | MA | 022981101 | OFFICE SUPPLIES STORE | $304,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $108,295 | FundraisingAmt |
| All Other Contributions | $1,719,232 | AllOtherContributionsAmt |
| Noncash Contributions | $198,506 | NoncashContributionsAmt |
| Total Contributions | $1,827,527 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GOV. FEES AND CONTRACTS | 900099 | $127,142,561 | $127,142,561 |
| THIRD PARTY BILLINGS | 900099 | $8,832,098 | $8,832,098 |
| CLIENT FEES REVENUE | 900099 | $818,483 | $818,483 |
| RENTAL INCOME | 532000 | $262,860 | $262,860 |
| TUITION INCOME | 611600 | $240,820 | $240,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $137,296,822 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,372 | TotalRevenueColumnAmt |
| Exclusion | $31,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $108,295 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,911 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,911 | TotalRevenueColumnAmt |
| Exclusion | -$20,911 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN SERVICE REVENUE | 900099 | $6,242,420 | $6,242,420 |
| MISCELLANEOUS REVENUE | 900099 | $1,364,697 | $1,364,697 |
| VARIANCE | 900099 | $494,898 | $494,898 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,102,165 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,236,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,398,987 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,461 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,886 | TotalAmt |
| Management And General | $1,413,886 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,499,986 | TotalAmt |
| Program Services | $23,312,970 | ProgramServicesAmt |
| Management And General | $1,156,998 | ManagementAndGeneralAmt |
| Fundraising | $30,018 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,603 | TotalAmt |
| Program Services | $736,577 | ProgramServicesAmt |
| Management And General | $49,114 | ManagementAndGeneralAmt |
| Fundraising | $912 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,853,780 | TotalAmt |
| Program Services | $2,504,747 | ProgramServicesAmt |
| Management And General | $343,800 | ManagementAndGeneralAmt |
| Fundraising | $5,233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287,362 | TotalAmt |
| Program Services | $2,491,352 | ProgramServicesAmt |
| Management And General | -$207,190 | ManagementAndGeneralAmt |
| Fundraising | $3,200 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,306,362 | TotalAmt |
| Management And General | $5,306,362 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,536 | TotalAmt |
| Program Services | $13,336 | ProgramServicesAmt |
| Management And General | $39,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,532 | TotalAmt |
| Management And General | $130,532 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,078,384 | TotalAmt |
| Program Services | $5,040,505 | ProgramServicesAmt |
| Management And General | $35,347 | ManagementAndGeneralAmt |
| Fundraising | $2,532 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,719 | TotalAmt |
| Program Services | $86,502 | ProgramServicesAmt |
| Management And General | $8,810 | ManagementAndGeneralAmt |
| Fundraising | $407 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,528 | TotalAmt |
| Program Services | $340,316 | ProgramServicesAmt |
| Management And General | $150,047 | ManagementAndGeneralAmt |
| Fundraising | $1,165 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,414 | TotalAmt |
| Program Services | $38,432 | ProgramServicesAmt |
| Management And General | $59,982 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,733,791 | TotalAmt |
| Program Services | $8,575,026 | ProgramServicesAmt |
| Management And General | $145,274 | ManagementAndGeneralAmt |
| Fundraising | $13,491 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,099 | TotalAmt |
| Program Services | $58,865 | ProgramServicesAmt |
| Management And General | $20,234 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,128 | TotalAmt |
| Program Services | $52,442 | ProgramServicesAmt |
| Management And General | $6,686 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,051 | TotalAmt |
| Management And General | $240,051 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,164 | TotalAmt |
| Program Services | $480,985 | ProgramServicesAmt |
| Management And General | $73,626 | ManagementAndGeneralAmt |
| Fundraising | $553 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT ASSISTANCE | $77,462,619 | $77,460,237 | $2,382 | |
| SUPPLIES | $7,772,042 | $7,026,841 | $745,201 | |
| FOOD | $1,221,267 | $1,214,481 | $6,786 | |
| TRAINING | $926,900 | $913,900 | $12,295 | $705 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,916,392 | TotalAmt |
| Program Services | $1,635,879 | ProgramServicesAmt |
| Management And General | $273,735 | ManagementAndGeneralAmt |
| Fundraising | $6,778 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,061,545 | TotalAmt |
| Program Services | $131,983,393 | ProgramServicesAmt |
| Management And General | $10,013,158 | ManagementAndGeneralAmt |
| Fundraising | $64,994 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197,655 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,040 | BOYAmt |
| EOY | $3,226,480 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,938,482 | BOYAmt |
| EOY | $11,670,430 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,700,013 | BOYAmt |
| EOY | $16,225,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,497 | BOYAmt |
| EOY | $615,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,101,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,739,066 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,361 | BOYAmt |
| EOY | $2,361,961 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,409 | BOYAmt |
| EOY | $511,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,244,119 | BOYAmt |
| EOY | $27,182,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,097,576 | BOYAmt |
| EOY | $61,793,311 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,741,387 | BOYAmt |
| EOY | $3,821,415 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,801,047 | BOYAmt |
| EOY | $6,819,575 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,880 | BOYAmt |
| EOY | $1,529,968 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,235,810 | BOYAmt |
| EOY | $19,306,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,015,124 | BOYAmt |
| EOY | $31,477,446 | 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 | $25,389,318 | BOYAmt |
| EOY | $29,027,257 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,134 | BOYAmt |
| EOY | $1,288,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,082,452 | BOYAmt |
| EOY | $30,315,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,097,576 | BOYAmt |
| EOY | $61,793,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,175,430 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,942,017 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $690,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,168,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,843,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,827,527 | CurrentTaxYearAmt |
| Total | $9,916,573 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,168,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,843,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,827,527 | CurrentTaxYearAmt |
| Total | $9,916,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $173,856 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,742,717 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,372 | CurrentTaxYearAmt |
| Total | $36,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,953,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $514,442,903 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,750 | OtherCostOrOtherBasisAmt |
| Book Value | $59,750 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,757,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $400,094 | DepreciationAmt |
| Book Value | $1,357,340 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,089,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $690,131 | DepreciationAmt |
| Book Value | $399,391 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,870,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,648,841 | DepreciationAmt |
| Book Value | $221,796 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,684 | OtherCostOrOtherBasisAmt |
| Book Value | $323,684 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,361,961 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN AFFILIATE | $2,353,524 |
| INTERCOMPANY BALANCE | $24,828,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,182,483 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| HOME MODIFICATION ADVANCE PAYABLE | $16,225,436 |
| HOME MODIFICATION POOL PAYABLE | $3,081,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,306,488 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $147,444,094 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $186,208 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $20,911 | OtherRevenueAmt |
| Revenue Not Reported | $207,119 | RevenueNotReportedAmt |
| Revenue Subtotal | $147,236,975 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $147,236,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $142,268,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $186,208 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $20,911 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $207,119 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,061,545 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,061,545 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS DETERMINED THAT IS HAS NO UNCERTAIN TAX POSITIONS. 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. 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: | FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 20,911. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 20,911. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $31,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,250 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $12,629 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $366 | OtherDirectExpensesEvent1Amt |
| Event2 | CLICK AND PLEDGE | Event2Nm |
| Gross Receipts Event2 | $30,570 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,570 | CharitableContriEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $46,475 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,475 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,916 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $108,295 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $108,295 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $12,629 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,282 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,911 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,911 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES CUDDY | ||||||||||||||
| EXECUTIVE DIRECTOR | $275,676 | $0 | $90,000 | $0 | $7,557 | $0 | $5,800 | $0 | $27,073 | $0 | $406,106 | $0 | $0 | $0 |
| SUSAN GENTILI | ||||||||||||||
| CHIEF PROGRAM OFFICER | $196,347 | $0 | $0 | $0 | $867 | $0 | $4,275 | $0 | $11,935 | $0 | $213,424 | $0 | $0 | $0 |
| JEREMIAS DEOLIVEIRA | ||||||||||||||
| CLINICAL NURSE SPECIALIST | $168,283 | $0 | $0 | $0 | $1,046 | $0 | $1,600 | $0 | $26,071 | $0 | $197,000 | $0 | $0 | $0 |
| TANIA DIDUCA | ||||||||||||||
| CHIEF OF STAFF | $128,403 | $0 | $0 | $0 | $102 | $0 | $24,700 | $0 | $11,177 | $0 | $164,382 | $0 | $0 | $0 |
| MICHAEL HUTNAK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $147,119 | $0 | $0 | $0 | $125 | $0 | $3,092 | $0 | $3,187 | $0 | $153,523 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | JAMES T. CUDDY, EXECUTIVE DIRECTOR, RECEIVED A DISCRETIONARY BONUS THAT IS DISCLOSED ON SCHEDULE J, PART II, COLUMN (B)(II). | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NORA CUDDY | |||
| FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION | $60,466 | EMPLOYMENT | 0 |
| JAMES CYRUS CUDDY | |||
| FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION | $61,574 | EMPLOYMENT | 0 |
| EVAN CUDDY | |||
| FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION | $43,724 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD INVENTORY | Desc |
| Contribution | 2500 | ContributionCnt |
| Noncash Contributions Rpt F990 | $198,506 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | USDA RATE PER POUND | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN PART (I), COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS OF ITEMS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY; THEREFORE, THIS QUESTION IS NOT APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOTH THE CFO AND THE EXECUTIVE DIRECTOR REVIEW IN DETAIL THE FORM 990 PREPARED BY THE ORGANIZATIONS EXTERNAL ACCOUNTANTS. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF THE FORM 990 IS POSTED ONLINE ON A SECURE SITE FOR THE BOARD TO REVIEW AND COMMENT. THE FORM 990 IS THEN REVIEWED BY THE AUDIT/FINANCE COMMITTEE. ONCE APPROVED BY THE AUDIT/FINANCE COMMITTEE, THE FINAL FORM 990 IS VOTED ON FOR APPROVAL BY THE FULL BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY AND ALL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED THROUGHOUT THE YEAR ON A REAL-TIME BASIS. ON-GOING DISCUSSIONS ARE HELD WITH APPLICABLE PARTIES TO DISCLOSE ANY CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR DETERMINING THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION, COMPENSATION DATA IS REVIEWED FOR COMPARABLE AGENCIES TO ENSURE THE ORGANIZATION IS COMPENSATING THE EXECUTIVE DIRECTOR WITHIN THE SALARY RANGE FOR THE POSITION. THE BOARD OF DIRECTORS MAKES THE FINAL RECOMMENDATION FOR THE EXECUTIVE DIRECTOR'S SALARY. IN ADDITION, THE ORGANIZATION INSTITUTED A PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR BASED ON STRATEGIC GOALS WHICH THE EXECUTIVE DIRECTOR'S SALARY INCREASE WOULD BE BASED ON. A COMPENSATION STUDY WAS DONE DURING FY14 FOR THE EXECUTIVE DIRECTOR. WITH REGARDS TO OTHER KEY EXECUTIVES, THEIR SALARIES WOULD GO THROUGH A REGULAR REVIEW PROCESS WHICH INCLUDES RECOMMENDATION FROM THEIR MANAGER, A REVIEW BY THE HUMAN RESOURCE DEPARTMENT, IN SOME INSTANCES, RECOMMENDATION BY THE CFO, AND LASTLY, FINAL APPROVAL BY THE EXECUTIVE DIRECTOR. IF THERE IS A CONFLICT, THE EXECUTIVE DIRECTOR WOULD DISCUSS IT WITH KEY BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIALS STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS A AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | NET ASSET TRANSFER -1,942,017. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTH MIDDLESEX OPPORTUNITY PROPERTIES INC | ||||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | 043093032 | HUD PROJECT | MA | 501(C)(3) | LINE 12A, I | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | 042921318 | LOW INCOME HOUSING | MA | 501(C)(3) | LINE 12A, I | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| WORCESTER PUBLIC INEBRIATE PROGRAM INC | ||||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | 042661664 | TEMPORARY SHELTER | MA | 501(C)(3) | LINE 10 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| PIP FOUNDATION INC | ||||||||||
| 701 MAIN STREET | WORCESTER | MA | 01601 | 043056955 | HOLD REAL ESTATE FOR WORCESTER PUBLIC INEBRIATE PROGRAM, INC. | MA | 501(C)(2) | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) | |
| OPEN PANTRY COMMUNITY SERVICES INC | ||||||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | 521084599 | FOOD PANTRY | MA | 501(C)(3) | LINE 7 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| THE MARTIN LUTHER KING JR BUSINESS EMPOWERMENT CENTER | ||||||||||
| 237 CHANDLER STREET | WORCESTER | MA | 01609 | 043221277 | FOSTER ADVANCEMENT OF A DIVERSE WORCESTER AREA BUSINESS COMMUNITY | MA | 501(C)(3) | LINE 10 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| CHANDLER 237 REALTY INC | ||||||||||
| 237 CHANDLER STREET | WORCESTER | MA | 01609 | 454557067 | HOLD REAL ESTATE | MA | 501(C)(2) | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) | |
| LOWELL TRANSITIONAL LIVING CENTER INC | ||||||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | 042933012 | TEMPORARY SHELTER | MA | 501(C)(3) | LINE 7 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||
| L | $120,000 | FAIR MARKET VALUE |
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||
| K | $3,038,426 | FAIR MARKET VALUE |
| OPEN PANTRY COMMUNITY SERVICES INC | ||
| L | $168,289 | FAIR MARKET VALUE |
| LOWELL TRANSITIONAL LIVING CENTER | ||
| L | $156,761 | FAIR MARKET VALUE |
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