2023-05-01T09:09:38-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 042389659 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC SOUT 5086202300 7 BISHOP STREET FRAMINGHAM MA 01702 MICHAEL HUTNAK CFO 5086202300 2023-04-20 1 MICHAEL HUTNAK 999009999 BRENDA L BOOTH P01342395 6177610600 2023-04-20 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SUSAN GENTILI 7 BISHOP STREET FRAMINGHAM MA 01702 147257886 0 X WWW.SMOC.ORG X 1965 MA PROVIDER OF DAY CARE, FUEL/ENERGY ASSIST, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. 23 23 934 100 0 0 4843943 1827527 100410506 137296822 200 31372 6260194 8081254 111514843 147236975 0 0 0 0 31251391 31841617 0 0 64994 77115442 110219928 108366833 142061545 3148010 5175430 64097576 61793311 37015124 31477446 27082452 30315865 X 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. 0 0 85152100 85919215 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. 23235254 25797264 FAMILY SERVICES - HOUSING ASSISTANCE FOR LOW INCOME AND HOMELESS FAMILIES AND INDIVIDUALS. 12401483 13061636 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. 8630157 17574526 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. 1011053 1132388 NUTRITION 135928 HOUSING 1417418 1913958 CRISIS INTERVENTION 11194556 20620872 131983393 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 422 0 1 934 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X MICHAEL HUTNAK CFO 5086202316 7 BISHOP STREET FRAMINGHAM MA 01702 LAWRENCE SCULT PRESIDENT 1.00 8.00 X X 0 0 0 JEFFREY FISHMAN VICE PRESIDENT 1.00 8.00 X X 0 0 0 RUTH HIBBARD TREASURER 1.00 8.00 X X 0 0 0 PAMULA ZICKO DIRECTOR 1.00 8.00 X 0 0 0 GARY BAKER DIRECTOR 1.00 8.00 X 0 0 0 BRUCE HULME DIRECTOR 1.00 8.00 X 0 0 0 CARL MCCARTHY DIRECTOR 1.00 8.00 X 0 0 0 DOROTHY KENNEDY DIRECTOR 1.00 0.00 X 0 0 0 JOHN ELLSWORTH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD TWOMEY DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH MORRISEY DIRECTOR 1.00 0.00 X 0 0 0 STEVE PENNA DIRECTOR 1.00 0.00 X 0 0 0 YVONNE BROWN DIRECTOR 1.00 0.00 X 0 0 0 FAITH TOLSON DIRECTOR 1.00 0.00 X 0 0 0 JANE ADLER DIRECTOR 1.00 0.00 X 0 0 0 ELLEN BREEN DIRECTOR 1.00 0.00 X 0 0 0 JOAN LOCKE DIRECTOR 1.00 8.00 X 0 0 0 ELIZABETH KILLION DIRECTOR 1.00 0.00 X 0 0 0 GABRIELE BRAMBILLA DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM MANLEY DIRECTOR 1.00 0.00 X 0 0 0 YESENIA GAUDET DIRECTOR 1.00 0.00 X 0 0 0 SAM WONG DIRECTOR 1.00 0.00 X 0 0 0 JAMES D HANRAHAN CLERK 3.00 0.00 X 0 0 0 SUSAN GENTILI CHIEF PROGRAM OFFICER 35.00 0.00 X 197214 0 16210 MARY MCGUIRE SR POLICY AND PROGRAM ADVI 35.00 0.00 X 10484 0 2484 JIM WAGNER SR DIRECTOR ADMIN & FINANC 35.00 0.00 X 90132 0 27657 MICHAEL HUTNAK CHIEF FINANCIAL OFFICER 35.00 8.00 X 147244 0 6279 TANIA DIDUCA CHIEF OF STAFF 35.00 0.00 X 128505 0 35877 JAMES CUDDY EXECUTIVE DIRECTOR 35.00 8.00 X 373233 0 32873 GREGORY TUTUNY CHIEF BUSINESS OFFICER 35.00 0.00 X 110784 0 29010 KELLIE ANN CALDWELL SR DIRECTOR HR 35.00 0.00 X 100767 0 3572 DAVID DAVIDOWICZ SR DIRECTOR HOUSING & MAIN 35.00 0.00 X 81789 0 12530 ROHEY WADDA SR DIRECTOR PLANNING & COM 35.00 0.00 X 79733 0 25583 JEREMIAS DEOLIVEIRA CLINICAL NURSE SPECIALIST 35.00 0.00 X 169329 0 27671 KRISTEN BAKER CLINICAL NURSE SPECIALIST 30.00 0.00 X 128168 0 3859 DIXIE LYONS SITESUPM 35.00 0.00 X 133317 0 14239 SIXTO CHI COUNSELOR - MS 35.00 0.00 X 109770 0 10554 JACQUELINE DELAHANTY COUNSELOR - MS 35.00 0.00 X 114274 0 13594 1974743 0 261992 16 0 1 0 ZVI CONSTRUCTION LLC 6909 SW 18TH ST BOCA RATON FL 33433 CONSTRUCTION 4206377 BOWDITCH & DEWEY LLP 311 MAIN ST WORCETER MA 016150156 LAW 507420 BOSTON PROPERTY CARE LLC 311 MAIN ST BOSTON MA 02130 PROPERTY MGNT 435600 ARBOR ASSOCIATES PO BOX 302191 BOSTON MA 022412978 PROPERTY MGNT 325347 WB MASON COMPANY INC LOCK BOX ARBOR ASSOC PO BOX412978 BOSTON MA 022981101 OFFICE SUPPLIES STORE 304628 35 108295 1719232 198506 1827527 GOV. FEES AND CONTRACTS 900099 127142561 127142561 THIRD PARTY BILLINGS 900099 8832098 8832098 CLIENT FEES REVENUE 900099 818483 818483 RENTAL INCOME 532000 262860 262860 TUITION INCOME 611600 240820 240820 137296822 31372 31372 0 108295 20911 -20911 -20911 ADMIN SERVICE REVENUE 900099 6242420 6242420 MISCELLANEOUS REVENUE 900099 1364697 1364697 VARIANCE 900099 494898 494898 150 150 8102165 147236975 145398987 0 10461 1413886 1413886 24499986 23312970 1156998 30018 786603 736577 49114 912 2853780 2504747 343800 5233 2287362 2491352 -207190 3200 5306362 5306362 52536 13336 39200 130532 130532 5078384 5040505 35347 2532 95719 86502 8810 407 491528 340316 150047 1165 98414 38432 59982 8733791 8575026 145274 13491 79099 58865 20234 59128 52442 6686 240051 240051 555164 480985 73626 553 CLIENT ASSISTANCE 77462619 77460237 2382 SUPPLIES 7772042 7026841 745201 FOOD 1221267 1214481 6786 TRAINING 926900 913900 12295 705 1916392 1635879 273735 6778 142061545 131983393 10013158 64994 8197655 0 2524040 3226480 9938482 11670430 16700013 16225436 57497 615329 6101027 3739066 423361 2361961 12409 511192 26244119 27182483 64097576 61793311 3741387 3821415 7801047 6819575 236880 1529968 25235810 19306488 37015124 31477446 X 25389318 29027257 1693134 1288608 27082452 30315865 64097576 61793311 X 5175430 -1942017 X 0 1 X 1 1 1 X 690416 1386188 1168499 4843943 1827527 9916573 690416 1386188 1168499 4843943 1827527 9916573 173856 9742717 307 4853 175 200 31372 36907 9953480 514442903 0.97880 0.96930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59750 59750 1757434 400094 1357340 1089522 690131 399391 2870637 2648841 221796 323684 323684 2361961 INVESTMENT IN AFFILIATE 2353524 INTERCOMPANY BALANCE 24828959 27182483 HOME MODIFICATION ADVANCE PAYABLE 16225436 HOME MODIFICATION POOL PAYABLE 3081052 19306488 X 147444094 186208 20911 207119 147236975 0 147236975 142268664 186208 20911 207119 142061545 0 142061545 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. GOLF TOURNAMENT 31250 31250 12629 366 CLICK AND PLEDGE 30570 30570 3 46475 46475 7916 108295 108295 12629 8282 20911 -20911 X X X X 0 0 0 0 0 0 0 1 0 JAMES CUDDY EXECUTIVE DIRECTOR 275676 0 90000 0 7557 0 5800 0 27073 0 406106 0 0 0 SUSAN GENTILI CHIEF PROGRAM OFFICER 196347 0 0 0 867 0 4275 0 11935 0 213424 0 0 0 JEREMIAS DEOLIVEIRA CLINICAL NURSE SPECIALIST 168283 0 0 0 1046 0 1600 0 26071 0 197000 0 0 0 TANIA DIDUCA CHIEF OF STAFF 128403 0 0 0 102 0 24700 0 11177 0 164382 0 0 0 MICHAEL HUTNAK CHIEF FINANCIAL OFFICER 147119 0 0 0 125 0 3092 0 3187 0 153523 0 0 0 PART I, LINE 7 JAMES T. CUDDY, EXECUTIVE DIRECTOR, RECEIVED A DISCRETIONARY BONUS THAT IS DISCLOSED ON SCHEDULE J, PART II, COLUMN (B)(II). NORA CUDDY FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION 60466 EMPLOYMENT 0 JAMES CYRUS CUDDY FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION 61574 EMPLOYMENT 0 EVAN CUDDY FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION 43724 EMPLOYMENT 0 X FOOD INVENTORY 2500 198506 USDA RATE PER POUND 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART (I), COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS OF ITEMS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. 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 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 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 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 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 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 1 CHANDLER 237 REALTY INC 237 CHANDLER STREET WORCESTER MA 01609 454557067 HOLD REAL ESTATE MA 501(C)(2) SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 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 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC L 120000 FAIR MARKET VALUE SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC K 3038426 FAIR MARKET VALUE OPEN PANTRY COMMUNITY SERVICES INC L 168289 FAIR MARKET VALUE LOWELL TRANSITIONAL LIVING CENTER L 156761 FAIR MARKET VALUE