2025-05-01T09:45:17-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-07-01 223154028 COMMUNITY SERVINGS INC COMM 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 DAVID WATERS CHIEF EXECUTIVE OFFICER 6175227777 2025-04-29 1 1 AMANDA ADAMS P00748038 7813562000 2025-04-29 2023 2025-03-06 01:10:19Z DAVID WATERS 179 AMORY STREET JAMAICA PLAIN MA 021304529 20296868 0 X WWW.SERVINGS.ORG X 1991 MA COMMUNITY SERVINGS IS A NOT-FOR-PROFIT FOOD AND NUTRITION PROGRAM PROVIDING (SEE SCHEDULE O) 25 25 201 8900 0 0 12033066 13757905 5651256 5488375 191723 364085 123593 249684 17999638 19860049 167200 31200 0 0 7996902 9978536 166990 0 2027213 8409108 9423122 16740200 19432858 1259438 427191 41653438 42156607 21168382 21239517 20485056 20917090 X COMMUNITY SERVINGS' MISSION IS TO ACTIVELY ENGAGE THE COMMUNITY TO PROVIDE MEDICALLY TAILORED, NUTRITIOUS, SCRATCH-MADE MEALS TO CHRONICALLY AND CRITICALLY ILL INDIVIDUALS AND THEIR FAMILIES. 0 0 13400204 0 5341631 FOOD AND NUTRITION PROGRAM - ANNUALLY, COMMUNITY SERVINGS PREPARES AND DELIVERS OVER 1,000,000 SCRATCH-MADE MEDICALLY TAILORED MEALS TO MORE THAN 3,000 INDIVIDUALS AND THEIR FAMILIES ACROSS MASSACHUSETTS. THE AGENCY'S STANDARD SERVICE INCLUDES FIVE DAYS' WORTH OF LUNCHES, DINNERS, AND SNACKS FOR EACH PRIMARY CLIENT, ALL DEPENDENT CHILDREN IN THE HOUSEHOLD, AND A CAREGIVER. 92 PERCENT OF COMMUNITY SERVINGS' CLIENTS ARE LIVING IN POVERTY, AND A LARGE PERCENTAGE IDENTIFY AS A PERSON OF COLOR. FAMILIES RECEIVE ABOUT A THIRD OF THE AGENCY'S MEALS.ADDITIONALLY, COMMUNITY SERVINGS PROVIDES NUTRITION EDUCATION AND COUNSELING TO THEIR CLIENTS AND THE BROADER COMMUNITY. APPROXIMATELY 70,000 HOURS OF VOLUNTEER SERVICES ARE DONATED BY COMMUNITY MEMBERS TO PREPARE, PACKAGE AND DELIVER MEALS. 1203871 0 0 FOOD & HEALTH POLICY - COMMUNITY SERVINGS WORKS TO ADDRESS THE NUTRITIONAL NEEDS OF SEVERELY ILL INDIVIDUALS AND EXPAND OUR MODEL OF HOME DELIVERED MEDICALLY TAILORED MEALS BY MAKING MEDICALLY TAILORED MEALS AN INTEGRATED PART OF THE HEALTHCARE DELIVERY AND PAYMENT SYSTEMS. TO ACHIEVE THIS, COMMUNITY SERVINGS UNDERTAKES RESEARCH, OUTREACH TO HEALTHCARE PROFESSIONALS AND POLICY MAKERS, AND PRODUCES AN ANNUAL SYMPOSIUM IN ADDITION TO PUBLISHING WHITE PAPERS TO SHARE OUR WORK AND INSIGHTS. 918083 0 0 WORKFORCE DEVELOPMENT - COMMUNITY SERVINGS' FOOD SERVICE JOB TRAINING PROGRAM OFFERS A 12-WEEK CURRICULUM FOR INDIVIDUALS FACING BARRIERS TO EMPLOYMENT, INCLUDING COOKING AND LIFE SKILLS, NUTRITION, FOOD SAFETY, JOB READINESS SKILLS AND JOB PLACEMENT SUPPORT. IN ADDITION TO ATTENDING CLASSES, TRAINEES GAIN EXPERIENTIAL LEARNING WORKING IN OUR KITCHEN, HELPING TO PREPARE MEALS FOR THE CRITICALLY AND CHRONICALLY ILL WHILE BUILDING THEIR SKILLS AND SELF-ESTEEM. ON AVERAGE, 40-50 TRAINEES ENROLL IN THE TRAINING PROGRAM EACH YEAR. 91927 31200 146744 GRANT TO MARBURY TERRACE, A RELATED ORGANIZATION, CAPITAL PLANNING, AND NEW MARKETS TAX CREDIT FINANCING. 91927 31200 146744 15614085 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 36 0 1 201 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X DAVID WATERS 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 PETER ZANE CHAIR 2.00 2.00 X X 0 0 0 MAUREEN GOGGIN SECRETARY 2.00 1.00 X X 0 0 0 DIANE L LECLAIR CPA TREASURER 2.00 0.00 X X 0 0 0 LILIANA BACHRACH DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN BERTOLAMI DIRECTOR 1.00 0.00 X 0 0 0 LYZZETTE BULLOCK DIRECTOR 1.00 0.00 X 0 0 0 ARETHA DELIGHT DAVIS MD JD DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY EDGEHILL EDD DIRECTOR 1.00 0.00 X 0 0 0 DAVID FARWELL DIRECTOR 1.00 0.00 X 0 0 0 AMY F GORIN DIRECTOR 1.00 0.00 X 0 0 0 SOPHIA HALL DIRECTOR 1.00 0.00 X 0 0 0 GARRETT HARKER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN J LAGARTO DIRECTOR 1.00 0.00 X 0 0 0 THEA JAMES MD DIRECTOR 1.00 0.00 X 0 0 0 MICHELA LARSON DIRECTOR 1.00 0.00 X 0 0 0 SHARON MCNALLY DIRECTOR 1.00 0.00 X 0 0 0 DIANE BISSONNETTE MOES DIRECTOR 1.00 0.00 X 0 0 0 LARRY MOULTER DIRECTOR 1.00 0.00 X 0 0 0 MALISA SCHUYLER DIRECTOR 1.00 0.00 X 0 0 0 JEROME SMITH DIRECTOR 1.00 0.00 X 0 0 0 J KIRK SMITH DIRECTOR 1.00 0.00 X 0 0 0 KEN TUTUNJIAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC M WEIL MD FACP DIRECTOR 1.00 0.00 X 0 0 0 DEBBIE WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 GREGORY WILMOT DIRECTOR 1.00 0.00 X 0 0 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 40.00 3.00 X 318277 0 58340 SILIFATA WALLACE CHIEF FINANCIAL OFFICER 40.00 1.00 X 185851 0 46966 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 40.00 1.00 X 203618 0 27284 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 152930 0 50423 KEVIN CONNER CHIEF OPERATING OFFICER 40.00 0.00 X 154436 0 43493 ERIN DIBACCO SENIOR DIR OF STRATEGY & BUSINESS DEVELOPMENT 40.00 0.00 X 152715 0 48053 BRIAN R HILLMER CHIEF CULINARY OFFICER 40.00 0.00 X 158202 0 9675 TOBIN SCIPIONE DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 0.00 X 136348 0 44181 1462377 0 328415 11 0 1 0 THE RHODE ISLAND CAS 225 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 CONSTRUCTION 589315 EXPONENT PARTNERS DEPARTMENT LA 24960 PASADENA CA 91185 TECHNOLOGY FIRM 266300 INSOURCE SERVICES PO BOX 427 NEWTON MA 02464 IT SERVICES 254839 BERGMEYER 51 SLEEPER STREET BOSTON MA 02210 ARCHITECTS 123661 4 1416965 5174320 7166620 86934 13757905 PROGRAM FEES 624200 5341631 5341631 NMTC INTEREST 900099 146744 146744 5488375 363951 363951 57296 57162 134 134 134 575250 1416965 379657 195593 195593 54091 54091 54091 19860049 5488375 0 613769 31200 31200 868243 42729 613815 211699 6990142 5415132 530872 1044138 259287 206582 14761 37944 1141162 862075 96256 182831 719702 507315 97608 114779 56540 56540 59584 59584 104500 104500 730721 484204 104513 142004 18839 15207 1270 2362 221795 147389 48037 26369 379457 301290 26376 51791 1423234 1282615 40123 100496 39064 37536 328 1200 932472 840783 25741 65948 FOOD AND KITCHEN SUPPLI 3970154 3970129 25 0 DELIVERY EXPENSE 934312 933809 240 263 EQUIPMENT EXPENSE 150389 130496 7326 12567 CAPITAL PLANNING EXPENS 60727 60727 341334 240367 68145 32822 19432858 15614085 1791560 2027213 919601 1272980 8562274 7143529 1531229 274482 1980337 3103060 13280000 13280000 96768 146469 251111 425049 3645850 853868 731584 2791982 14300534 13719056 41653438 42156607 1081832 1140413 965002 870495 2453201 2331127 16668347 16897482 21168382 21239517 X 17336024 19985332 3149032 931758 20485056 20917090 41653438 42156607 427191 4843 0 X 0 1 X 1 1 1 X 10130402 8826528 8973863 12033066 13757905 53721764 10130402 8826528 8973863 12033066 13757905 53721764 442702 53279062 197800 175496 168271 181913 363951 1087431 111126 195593 306719 12467 54091 66558 55182472 20409814 0.96550 0.95800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 12,467. 2023 AMOUNT: $ 54,091. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 140475 140475 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: ADVOCACY RELATED TO FUNDING AND PROGRAMS REGARDING MEDICALLY TAILORED MEALS FOR INDIVIDUALS & FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSES IN MASSACHUSETTS. 1381879 38386 1343493 2263971 815482 1448489 2791982 OPERATING LEASE RIGHT-OF-USE ASSET 13682856 DUE FROM MARBURY TERRACE, INC. 36200 13719056 OPERATING LEASE LIABILITY 16897482 16897482 X 20149076 4843 284184 289027 19860049 0 19860049 20025493 592635 592635 19432858 0 19432858 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE AGENCY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 280,658. REVENUE OF MARBURY TERRACE REPORTED ON THEIR FORM 990 850,564. INTERCOMPANY ELIMINATIONS -847,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 280,658. EXPENSES OF MARBURY TERRACE REPORTED ON THEIR FORM 990 1,159,015. INTERCOMPANY ELIMINATIONS -847,038. PIE IN THE SKY 1013483 531708 481775 197339 LIFESAVOR 858962 765487 93475 98999 25179 24649 1 119770 119770 33491 1992215 1416965 575250 98999 25179 255479 379657 195593 1 MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 501(C)(3) 0 31200 BOOK BUILDING IMPROVEMENTS GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GRANTS TO ITS RELATED ORGANIZATION. THE CLOSE CONNECTION BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE FUNDS. X X X X 0 0 0 0 0 0 0 1 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 316105 0 0 0 2172 0 16141 0 42199 0 376617 0 0 0 SILIFATA WALLACE CHIEF FINANCIAL OFFICER 180598 0 5000 0 253 0 4764 0 42202 0 232817 0 0 0 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 197414 0 5000 0 1204 0 9980 0 17304 0 230902 0 0 0 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 152428 0 300 0 202 0 8080 0 42343 0 203353 0 0 0 ERIN DIBACCO SENIOR DIR OF STRATEGY & BUSINESS DE 147588 0 5000 0 127 0 7673 0 40380 0 200768 0 0 0 KEVIN CONNER CHIEF OPERATING OFFICER 147995 0 6250 0 191 0 3105 0 40388 0 197929 0 0 0 TOBIN SCIPIONE DIRECTOR OF STRATEGIC PARTNERSHIPS 136168 0 0 0 180 0 0 0 44181 0 180529 0 0 0 BRIAN R HILLMER CHIEF CULINARY OFFICER 153077 0 5000 0 125 0 7645 0 2030 0 167877 0 0 0 PART I, LINE 7 EXECUTIVE BONUSES ARE BASED ON FINANCIAL/ BUDGET GOALS AND ARE AT THE DISCRETION OF THE CEO. X 14 57296 MARKET VALUE X 1 29638 MARKET VALUE 1 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE POUNDS OF FOOD RECEIVED. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SERVICES THROUGHOUT MASSACHUSETTS TO INDIVIDUALS AND FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSSES. WE GIVE OUR CLIENTS, THEIR DEPENDENT FAMILIES, AND CAREGIVERS APPEALING, NUTRITIOUS MEALS AND SEND THE MESSAGE TO THOSE IN GREATEST NEED THAT SOMEONE CARES. OUR GOALS ARE TO HELP OUR CLIENTS MAINTAIN THEIR HEALTH AND DIGNITY AND PRESERVE THE INTEGRITY OF THEIR FAMILIES THROUGH FREE, CULTURALLY APPROPRIATE, HOME-DELIVERED MEALS, NUTRITION EDUCATION, AND OTHER COMMUNITY PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE AGENCY'S BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUAL INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE AGENCY'S CEO IS APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE AGENCY IS EVALUATED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATING FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 HOLDS REAL ESTATE AND RELATED DEBT MA 501(C)(3) LINE 12A COMMUNITY SERVINGS 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 MARBURY TERRACE INC K 815838 BOOK VALUE