2025-05-15T13:15:36-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-07-01 042867023 FCP INC FCPI 9786871617 360 MERRIMACK STREET BLDG 9 355 LAWRENCE MA 01843 KEITH NEAL CFO 9786871617 2025-05-15 1 1 BRENDA L BOOTH P01342395 6178075000 2025-05-15 2023 2025-03-06 01:10:19Z DIANE GOULD 360 MERRIMACK STREET BLDG 9 355 LAWRENCE MA 01843 9393183 0 X WWW.FAMILYCONTINUITY.ORG X 1985 MA INSPIRING INDIVIDUALS AND FAMILIES TO ACHIEVE OVERALL WELLNESS THROUGH COUNSELING SUPPORT, EDUCATION AND MAKING CONNECTIONS TO THE COMMUNITY. 17 17 202 17 0 0 12267 6827 9986656 9386150 54 206 0 0 9998977 9393183 0 0 0 0 8666963 8853987 0 0 0 2935009 4965298 11601972 13819285 -1602995 -4426102 6205894 4266011 3215814 5702033 2990080 -1436022 INSPIRING INDIVIDUALS AND FAMILIES TO ACHIEVE OVERALL WELLNESS THROUGH COUNSELING SUPPORT, EDUCATION AND MAKING CONNECTIONS TO THE COMMUNITY. 0 0 11034714 9386150 PROVIDES OUTPATIENT MENTAL HEALTH SERVICES AS WELL AS COMMUNITY BASED AND EMERGENCY TREATMENT. 11034714 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 202 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MA X X KEITH NEAL ADVOCATES INC 5086286440 1881 WORCESTER ROAD FRAMINGHAM MA 01701 JESSICA KEMP CHAIR/TRUSTEE 1.00 X X 0 0 0 DANIEL M WEIR VICE CHAIR/TRUSTEE 1.00 X X 0 0 0 PATRICIA G VINTER VICE CHAIR/TRUSTEE (UNTIL 5/24) 1.00 X X 0 0 0 MICHAEL SHERIDAN TREASURER/TRUSTEE 1.00 X X 0 0 0 CHRISTINE HUBBARD CLERK/TRUSTEE 1.00 X X 0 0 0 ALEX FIDALGO TRUSTEE 1.00 X 0 0 0 CHARLENE JACOBS TRUSTEE 1.00 X 0 0 0 CHARLENE MCENTEE TRUSTEE 1.00 X 0 0 0 DENNIS MILLNER-HANLEY ASSISTANT CLERK, TRUSTEE 1.00 X X 0 0 0 EDDY FRAZIER TRUSTEE 1.00 X 0 0 0 GARY BUBLY TRUSTEE 1.00 X 0 0 0 KAY H HODGE ESQ TRUSTEE 1.00 X 0 0 0 KEVIN GOULD TRUSTEE 1.00 X 0 0 0 MARK O'REILLY TRUSTEE 1.00 X 0 0 0 RICHARD ROVNER TRUSTEE 1.00 X 0 0 0 JAYA PANDEY TRUSTEE 1.00 X 0 0 0 MICHAEL QUINK TRUSTEE 1.00 X 0 0 0 DARREN TONG TRUSTEE 1.00 X 0 0 0 STEPHEN IDEDA MEDICAL DIRECTOR 40.00 X 189904 0 20360 CRAIG MAXIM DIVISION DIRECTOR 40.00 X 123498 0 26522 DIANE GOULD PRESIDENT/CEO 1.00 40.00 X 0 324733 19730 KEITH NEAL EVP & CFO 1.00 40.00 X 0 299664 26000 CAROL JOHNSON PSYCHIATRIST 40.00 X 122613 0 0 BARBARA WILSON FORMER PRESIDENT/CEO 40.00 X 110540 0 0 546555 624397 92612 4 1 1 0 AVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 MANAGEMENT FEES 1565141 TEAM LOGIC IT 12 TOWER OFFICE PARK WOBURN MA 01801 IT SERVICES 252830 2 6827 6827 CONTRACT REVENUE 900099 6031275 6031275 3RD PARTY REVENUE 900099 3354875 3354875 9386150 206 206 9393183 9386150 0 206 7477369 6356839 1120530 723735 247901 475834 652883 474350 178533 60821 60821 26623 26623 978593 276142 702451 1291319 1202079 89240 4326 2398 1928 43794 2958 40836 NON-REIMBURSABLE EXPENS 2000000 2000000 CLIENT PERSONAL ALLOWAN 192499 192499 STAFF TRAINING 165846 157014 8832 SUPPLIES 68552 68552 132925 53982 78943 13819285 11034714 2784571 0 1633252 1364238 38796 38796 1682739 920073 36786 35102 588781 448076 223529 140705 2590792 1767097 6205894 4266011 648225 3954370 2567589 1747663 3215814 5702033 X 2971319 -1454783 18761 18761 2990080 -1436022 6205894 4266011 -4426102 0 X 0 1 X 1 1 1 X 133668 2128672 188009 12267 6827 2469443 11725625 10809904 11128761 9986656 9386150 53037096 11859293 12938576 11316770 9998923 9392977 55506539 0 0 0 55506539 111 212 173 54 206 756 111 212 173 54 206 756 11859404 12938788 11316943 9998977 9393183 55507295 1.00000 1.00000 0.00000 0.00000 X 145559 135158 10401 443222 312918 130304 140705 SECURITY DEPOSITS 75759 RIGHT-OF-USE ASSET,OPERATING LEASES 1691338 1767097 FUNDS OF INDIVIDUALS SERVED HELD IN TRUST 38796 OPERATING LEASE OBLIGATION 1708867 1747663 X 9393183 0 9393183 0 9393183 13819285 0 13819285 0 13819285 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. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR 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. X X X X 0 0 0 0 0 0 0 1 0 DIANE GOULD PRESIDENT/CEO 0 303989 0 0 0 20744 0 0 0 19730 0 344463 0 0 KEITH NEAL EVP & CFO 0 251497 0 36861 0 11306 0 0 0 26000 0 325664 0 0 STEPHEN IDEDA MEDICAL DIRECTOR 189508 0 0 0 396 0 0 0 20360 0 210264 0 0 0 CRAIG MAXIM DIVISION DIRECTOR 122102 0 1000 0 396 0 0 0 26522 0 150020 0 0 0 BARBARA WILSON FORMER PRESIDENT/CEO 23981 0 86500 0 59 0 0 0 0 0 110540 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2023 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF ORGANIZATION AND BY-LAWS WERE AMENDED. FCP, INC. BECAME A MEMBER OWNED ORGANIZATION WITH ADVOCATES, INC. AS ITS SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS WHO ARE POLLED FOR ANY QUESTIONS, COMMENTS OR CONCERNS. IF THERE ARE ANY QUESTIONS, COMMENTS OR CONCERNS, THEY ARE ADDRESSED AND RESOLVED BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS EACH YEAR. DURING THE INTERIM, ANY POTENTIAL CONFLICTS ARE IDENTIFIED BY THE PARTY INVOLVED, OR ANY OTHER PARTIES THAT BECOME AWARE OF THE POTENTIAL CONFLICT. THE POTENTIAL CONFLICT WOULD BE DESCRIBED TO THE BOARD OR THE APPROPRIATE BOARD COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF ALL STAFF MEMBERS BASED ON PERFORMANCE, THE ANNUAL BUDGET AND COMPARISONS TO OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS TO THE OPERATIONAL SERVICES DIVISION OF THE COMMOMWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. COPIES OF THE AGENCY BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART VI, SECTION B, LINE 14 THE ORGANIZATION HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY IN FORCE. THIS POLICY, HOWEVER, HAS NOT BEEN ADOPTED BY THE BOARD. IT WAS ADOPTED BY MANAGEMENT. ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 237451423 PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. MA 501(C)(3) LINE 7 N/A 0 ADVOCATES PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 222473987 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ALTERNATIVE HOME INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 042572143 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES CO-OPS CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043541791 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) N/A ADVOCATES INC 1 GREAT ROAD PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043269615 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATESALLIANCE VERNON ST CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 331132409 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 HORACE MANN EDUCATIONAL ASSOCIATES INC 8 FORGE PARKWAY EAST FRANKLIN MA 02038 042300014 EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIES MA 501(C)(3) LINE 10 ADVOCATES INC 1 NATICK VILLAGE CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043418316 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BHMS INVESTMENT CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0