2025-04-29T09:12:44-05:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 439 S UNION STREET 401 LAWRENCE MA 01843 BRADLEY HOWELL PRESIDENT & CEO 9786859471 2025-04-16 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2025-04-09 2023 2025-03-06 01:10:19Z WAYSTONE HEALTH AND HUMAN SERVICES BRADLEY HOWELL 439 S UNION STREET 401 LAWRENCE MA 01843 41241199 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO SUPPORT PEOPLE WITH DISABILITIES TO LIVE A RICH AND MEANINGFUL LIFE. 10 10 509 10 0 0 242534 33018546 36326594 7294541 167543 377192 37800 194037 36774471 40884316 0 0 0 0 22423347 24865080 0 0 358277 12757955 14904496 35181302 39769576 1593169 1114740 26431601 32135141 12898028 17091449 13533573 15043692 X WE SERVE PEOPLE ACROSS THEIR LIFESPAN, STARTING AT THE AGE OF THREE AND THROUGH THE END OF LIFE. WHILE WE ARE KNOWN FOR SERVING PEOPLE WITH DISABILITIES, WE SUPPORT A GROWING NUMBER OF PEOPLE WITH BRAIN INJURIES, MEDICAL AND BEHAVORIAL CHALLENGES, DEMENTIA, AND VETERANS WITH SERVICE-RELATED DISABILITIES. WE PARTNER WITH THEM TO PURSUE THEIR GOALS AND LIVE A FULFILLED LIFE. OUR SKILLED EMPLOYEES PROVIDE RESOURCES, EXPERTISE AND DIRECT SUPPORT FOR ALL PEOPLE WE SERVE. 0 0 24436159 7441399 RESIDENTIAL SERVICES PROVIDES OPPORTUNITIES FOR SMALL GROUP LIVING IN 29 COMMUNITY RESIDENCES AS WELL AS INDEPENDENT LIVING IN LOCAL APARTMENTS. THE GOAL IS TO PROVIDE A SAFE AND SUPPORTIVE ENVIRONMENT WHERE EACH INDIVIDUAL IS ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE. DIRECT SERVICE PROFESSIONALS PROVIDE AS LITTLE OR AS MUCH SUPPORT AS NEEDED. ATTENTION TO MEDICAL CARE IS PARAMOUNT. OUR CLINICAL AND MEDICAL EMPLOYEES GET TO KNOW EACH INDIVIDUAL, MONITOR ALL MEDICAL TREATMENTS AND MAKE SURE THAT DAILY CARE IS TAILORED TO EACH INDIVIDUAL'S CLINICAL AND MEDICAL NEEDS. SERVICES ARE ALSO PROVIDED TO INDIVIDUALS WITH ACQUIRED BRAIN INJURIES (ABI) AND THE TURNING 22 (T22) POPULATION. 2213554 CHILDREN AND FAMILY SERVICES PROVIDES SUPPORT TO FAMILIES WHO CARE FOR A CHILD, TEEN OR ADULT WITH DISABILITIES IN THEIR HOME. SUPPORT IS OFFERED THROUGH INTENSIVE IN-HOME SERVICES AND A CENTRALIZED FAMILY SUPPORT CENTER. THESE SUPPORT SERVICES INCLUDE BEHAVIORAL CONSULTATIONS, TRAINING, RESPITE CARE, COMPANIONSHIP, PARENT SUPPORT AND TRAINING. THESE SERVICES HAVE A SPECIAL FOCUS ON LATINO MEDICAL SERVICES, TRANSPORATION AND REFERRALS. THE FAMILY SUPPORT CENTER PROVIDES A FULL CALENDAR OF EDUCATIONAL, THERAPEUTIC AND RECREATIONAL ACTIVITIES. 4671239 SUPPORTED HOME CARE PROVIDES CASE MANAGERS AND NURSES WHO SUPPORT ADULTS WITH DISABILITIES LIVING WITH THEIR OWN FAMILY OR WITH A HOME CARE PROVIDER. THROUGH THE ADULT FOSTER CARE PROGRAM OR THE SHARED LIVING PROGRAM, HOME CARE PROVIDERS RECEIVE A TAX-FREE STIPEND TO SUPPORT ROOM, BOARD AND TRANSPORATION COSTS. FIDELITY HOUSE PROVIDES THE HOME CARE PROVIDERS WITH SAFETY TRAINING, NURSING SUPPORTS AND ACCESS TO COMMUNITY RESOURCES. 2908178 EMPLOYMENT TRAINING FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THESE PROGRAMS INCLUDES SKILLS AND ASSESSMENT TRAINING, JOB PLACEMENT AND JOB RETENTION SUPPORT. THE GOAL IS TO MAKE SURE EACH PERSON IS AS SUCCESSFUL AND AS INDEPENDENT AS POSSIBLE. DAY HABILITATION SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS. CLINICAL SERVICES SUCH AS NURSING AND BEHAVORIAL SUPPORTS AS WELL AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY ASSESSMENTS AND GOAL PLANNING ARE PROVIDED, IF NEEDED, IN COMBINATION WITH DAILY ACTIVITIES. 2908178 34229130 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 103 0 1 509 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH X LEANNA FLEMING 9783329151 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 BRADLEY HOWELL PRESIDENT & CEO 39.00 1.00 X 232557 0 33800 LEANNA FLEMING CFO 39.00 1.00 X 162182 0 15200 CHRISTINA HILDONEN COO 39.00 1.00 X 131744 0 26365 KATHRYN MAGEARY VP HUMAN RESOURCES 40.00 0.00 X 132637 0 3283 FRIDAY OBASOGIE AWAKE OVERNIGHT 40.00 0.00 X 130562 0 807 JOHN FALLAVOLLITA SR. DIRECTOR OF IT 40.00 0.00 X 109911 0 21414 MEAGHAN FISK DIRECTOR OF NURSING 40.00 0.00 X 119459 0 9219 BOIMAH QUAYE AWAKE OVERNIGHT 40.00 0.00 X 113470 0 8656 LISA STAFF PRESIDENT 1.50 0.30 X X 0 0 0 GEORGE MORIARTY PRESIDENT-ELECT 1.50 0.30 X X 0 0 0 GREGG SPURR TREASURER, FINANCE CHAIR 1.50 0.30 X X 0 0 0 DANIEL CARROL CLERK (AS OF 11/23) 1.50 0.30 X X 0 0 0 CARMEN FULCHINI CLERK, GOVERNANCE CO-CHAIR(UNTIL4/24) 1.50 0.30 X X 0 0 0 JOSE PINO BOARD MEMBER 1.20 0.30 X 0 0 0 GLAVIELINYS CRUZ BOARD MEMBER 1.20 0.30 X 0 0 0 TRICIA MCNAIR BOARD MEMBER 1.20 0.30 X 0 0 0 JONATHAN DOWST BOARD MEMBER 1.20 0.30 X 0 0 0 JUDY NORMANDIN BOARD MEMBER 1.20 0.30 X 0 0 0 RAQUEL QUEZADA BOARD MEMBER 1.20 0.30 X 0 0 0 BRIAN DEMPSEY BOARD MEMBER (UNTIL 9/23) 1.20 0.30 X 0 0 0 DARLENE BEAL BOARD MEMBER (UNTIL 12/23) 1.20 0.30 X 0 0 0 1132522 0 118744 18 0 1 0 NORTHEAST ACCESS GROUP PO BOX 8238 HAVERHILL MA 01835 TEMP HELP AGENCY 2441957 ALL STAFF LLC 1565 MAIN STREET TEWKSBURY MA 01876 TEMP HELP AGENCY 937415 AMERICAN EAGLE STAFFING 214 ANDOVER STREET WILMINGTON MA 01887 TEMP HELP AGENCY 352006 CAREER STAFF UNLIMITED PO BOX 301076 DALLAS TX 75303 TEMP HELP AGENCY 350397 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 AUDIT/TAX SERVICES 118748 5 15382 32750723 252441 12882 33018546 PROGRAM SERVICE REVENUE 532000 5533531 5533531 CLIENT FEES AND RENTS 532000 1761010 1761010 7294541 407479 407479 297753 328040 -30287 -30287 -30287 76022 15382 28843 47179 47179 OTHER INCOME 900099 146858 146858 146858 40884316 7441399 0 424371 659580 529564 130016 20380892 18190164 2076020 114708 10389 10006 137 246 2369570 1958179 399718 11673 1444649 1261603 174115 8931 505806 505806 12645 12645 86602 86602 391775 254346 112951 24478 2365894 1739800 626094 228084 164565 61286 2233 118203 118203 491722 444043 47679 305414 30876 274538 TEMPORARY HELP & CONTRA 7436766 7420292 4331 12143 VEHICLE OPERATING COSTS 693532 690099 3433 STIPENDS 669784 669784 EQUIPMENT 575482 107561 459567 8354 1022787 640045 207231 175511 39769576 34229130 5182169 358277 544066 530948 3008025 3042063 4240974 4981214 241256 246950 10264268 4572495 5788690 5691773 3306172 3736427 9302418 13905766 26431601 32135141 2078388 2360350 245012 317534 2180704 1503287 8393924 12910278 12898028 17091449 X 13358223 14874388 175350 169304 13533573 15043692 26431601 32135141 1114740 395379 0 X X 0 1 X 1 1 1 X 2148533 1523057 135642 242534 33018546 37068312 27295353 30270031 34632620 36326594 7294541 135819139 29443886 31793088 34768262 36569128 40313087 172887451 5000 5000 0 5000 5000 172882451 57965 166887 113964 167543 407479 913838 57965 166887 113964 167543 407479 913838 280258 151847 210966 77898 222880 943849 29782109 32111822 35093192 36814569 40943446 174745138 0.98930 0.99160 0.00520 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1180555 1180555 5559786 2140675 3419111 1438310 888148 550162 1192601 842831 349770 893016 700841 192175 5691773 ASSETS HELD IN TRUST 317534 CERTIFICATE OF DEPOSIT 3902666 DUE FROM AFFILIATES 230887 RIGHT-OF-USE ASSETS - FINANCE 2583580 RIGHT-OF-USE ASSETS - OPERATING 6871099 13905766 CONDITIONAL DEBT 3100619 FINANCE LEASE LIABILITIES 2486198 OPERATING LEASE LIABILITIES 7323461 12910278 X 41314658 395379 6120 401499 40913159 -28843 -28843 40884316 39804539 6120 28843 34963 39769576 0 39769576 PART IV, LINE 2B: THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF INDIVIDUALS RECEIVING SERVICES. PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2024. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -28,843. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 28,843. GALA 91404 15382 76022 2658 12515 6350 7320 91404 15382 76022 2658 12515 6350 7320 28843 47179 X 0 0 0 0 0 0 0 0 0 BRADLEY HOWELL PRESIDENT & CEO 212557 0 20000 0 0 0 11628 0 22172 0 266357 0 0 0 LEANNA FLEMING CFO 159432 0 2750 0 0 0 6154 0 9046 0 177382 0 0 0 CHRISTINA HILDONEN COO 128994 0 2750 0 0 0 4816 0 21549 0 158109 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE IS PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL RELATED PARTY REVIEWS AND CONFLICT OF INTEREST SIGN OFF FORMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF FIDELITY HOUSE'S OFFICERS ARE DETERMINED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FIDELITY HOUSE MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FHI LAWRENCEANDOVER INC 439 S UNION ST SUITE 401 LAWRENCE MA 01843 264412391 ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. MA 501(C)(3) LINE 10 FIDELITY HOUSE INC 1 CRC HOUSING 439 S UNION ST SUITE 401 LAWRENCE MA 01843 800790996 HOUSING & SERVICES TO DISABLED PERSONS MA 501(C)(3) LINE 10 FIDELITY HOUSE INC 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER INC D 199975 FMV FHI LAWRENCEANDOVER INC L 64159 FMV