2021-05-17T15:23:06-05:00 2020-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-07-01 042389659 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC SOUT 5086202300 7 BISHOP STREET FRAMINGHAM MA 01702 MICHAEL HUTNAK CFO 5086202300 2021-05-14 1 BRENDA L BOOTH P01342395 6177610600 2021-05-14 2019 2022-09-23 18:48:47Z JAMES T CUDDY 7 BISHOP STREET FRAMINGHAM MA 01702 100646817 0 X WWW.SMOC.ORG X 1965 MA PROVIDER OF DAY CARE, FUEL/ENERGY ASSIST, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. 23 23 949 150 0 0 1386188 1168499 86804860 92924105 4853 32151 4560542 6498587 92756443 100623342 0 0 0 0 25689412 30336106 42 7500 103173 64138626 65953645 89828080 96297251 2928363 4326091 53398203 58219671 33789852 34285229 19608351 23934442 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 45423581 46661292 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. 15056735 16537264 FAMILY SERVICES - HOUSING ASSISTANCE FOR LOW INCOME AND HOMELESS FAMILIES AND INDIVIDUALS. 11239455 12971849 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. 3980608 5710664 MENTAL HEALTH SERVICES - 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. 5779495 7530074 SUBSTANCE ABUSE 2231436 2393783 NUTRITION 1439281 1331750 EMPLOYMENT & TRAINING 1145681 1490475 CRISIS INTERVENTION 14576501 18456746 86296272 1 0 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 1 444 0 1 949 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 BRUCE HULME DIRECTOR 1.00 8.00 X 0 0 0 FAITH TOLSON DIRECTOR 1.00 0.00 X 0 0 0 DOROTHY KENNEDY DIRECTOR 1.00 0.00 X 0 0 0 PAMULA ZICKO DIRECTOR 1.00 8.00 X 0 0 0 LAWRENCE SCULT PRESIDENT/DIRECTOR 1.00 8.00 X X 0 0 0 JEFFREY FISHMAN VICE PRESIDENT/DIRECTOR 1.00 8.00 X X 0 0 0 JANE ADLER DIRECTOR 1.00 0.00 X 0 0 0 YVONNE B BROWN DIRECTOR 1.00 0.00 X 0 0 0 CARL MCCARTHY DIRECTOR 1.00 8.00 X 0 0 0 RUTH HIBBARD TREASURER/DIRECTOR 1.00 8.00 X X 0 0 0 RICHARD TWOMEY DIRECTOR 1.00 0.00 X 0 0 0 STEVEN PENNA DIRECTOR 1.00 0.00 X 0 0 0 GARY BAKER DIRECTOR 1.00 8.00 X 0 0 0 JOHN ELLSWORTH DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH MORRISSEY 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 JUDITH PEACH WARREN DIRECTOR 1.00 0.00 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 SAM WONG 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 JOSE LEMON PHD DIRECTOR 1.00 8.00 X 0 0 0 JAMES D HANRAHAN CLERK 3.00 0.00 X 0 0 0 JAMES T CUDDY EXECUTIVE DIRECTOR 35.00 8.00 X 308423 0 28949 CHARLES GAGNON COO 35.00 8.00 X 130366 0 3973 JERRY DESILETS SR DIRECTOR POLICY, PLANNING & COMM 35.00 0.00 X 53350 0 0 SUSAN GENTILI CHIEF PROGRAM OFFICER 35.00 0.00 X 148814 0 13719 KATIE TURCOT SR. DIRECTOR HUMAN RESOURCES 35.00 0.00 X 115146 0 34232 JIM WAGNER SR DIRECTOR ADMIN & FINANCE AND CIO 35.00 0.00 X 114174 0 23786 MARY MCGUIRE SR POLICY AND PROGRAM ADVISOR 35.00 0.00 X 91203 0 1033 MICHAEL HUTNAK CHIEF FINANCIAL OFFICER 35.00 0.00 X 134213 0 7221 TANIA DIDUCA CHIEF OF STAFF 35.00 0.00 X 123596 0 13131 KRISTEN BAKER CLINICAL NURSE SPECIALIST 35.00 0.00 X 136363 0 4593 DAVID HARRISON DIVISION DIRECTOR 35.00 0.00 X 112995 0 14626 JEFFREY HANDLER DIVISION DIRECTOR 35.00 0.00 X 118151 0 25520 JEREMIAS DEOLIVEIRA CLINICAL NURSE SPECIALIST 35.00 0.00 X 171595 0 27846 1758389 0 198629 11 0 1 0 NEIGHBORHOOD HOUSING SERVICE 80 RIVET ST NEW BEDFORD MA 02744 HOUSING/RENTAL 1841584 ZVI CONSTRUCTION LLC 6909 SW 18TH ST BOCA RATON FL 33433 CONSTRUCTION 1800883 PERCY'S GOLD STAR BLVD WORCESTER MA 01605 APPLIANCES 1419572 CRANE APPLIANCE 249 TEATICKET HWY E FALMOUTH MA 02568 APPLIANCES 941258 PC RICHARD & SON POBOX 9122 FARMINGDALE NY 11735 APPLIANCES 744134 87 58583 1109916 264942 1168499 GOV. FEES AND CONTRACTS 900099 81200774 81200774 THIRD PARTY BILLINGS 900099 9256883 9256883 CLIENT FEES REVENUE 900099 1365403 1365403 TUITION INCOME 611600 573474 573474 RENTAL INCOME 532000 527571 527571 92924105 175 175 31976 0 31976 31976 31976 78467 58583 23475 54992 54992 ADMIN SERVICE REVENUE 900099 5489001 748452 4740549 MISCELLANEOUS REVENUE 900099 880031 880031 RWA/SES REVENUE 900099 74563 74563 6443595 100623342 94627151 0 4827692 1114588 1114588 22687344 20678253 1953088 56003 219314 188087 31227 3708336 3578349 118809 11178 2606524 2372599 227782 6143 4805067 4805067 113945 64213 49732 19587 19587 7500 7500 3041958 2468107 573851 67242 55759 10507 976 49705 16155 33550 87939 26427 58171 3341 7555417 7403890 140171 11356 104105 104105 169763 10555 159208 187257 9156 178101 326731 292487 33612 632 CLIENT ASSISTANCE 40679261 40617995 61266 SUPPLIES 5794345 5633980 157359 3006 FOOD 804398 782035 21947 416 TRAINING 760553 754394 5209 950 1386372 1239726 144974 1672 96297251 86296272 9897806 103173 52976 1804928 4334892 2454196 8051164 8395602 15915559 16469436 42786 509 3348837 2818574 448522 530263 12409 12409 24539895 28552328 53398203 58219671 3912142 4678694 3562255 4987324 95834 244885 26219621 24374326 33789852 34285229 X 18248513 22653685 1359838 1280757 19608351 23934442 53398203 58219671 4326091 0 X 0 1 X 1 1 1 X 620186 552337 690416 1386188 1168499 4417626 620186 552337 690416 1386188 1168499 4417626 539021 3878605 290 232 307 4853 175 5857 4423483 422089249 0.87680 0.82050 X 595685 453484 142201 2753152 2365090 388062 530263 DUE FROM SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION, INC. 11847761 DUE FROM SOUTH MIDDLESEX OPPORTUNITY PROPERTIES, INC. 101643 DUE FROM WORCESTER PUBLIC INEBRIATE PROGRAM, INC. 2816642 DUE FROM CHANDLER 237 REALTY, INC. 895137 DUE FROM MARTIN LUTHER KING, JR. BUSINESS EMPOWERMENT CENTER 344568 DUE FROM P.I.P FOUNDATION INC 24187 DUE FROM OPEN PANTRY COMMUNITY SERVICES INC 2192213 DUE FROM LOWELL TRANSITIONAL LIVING CENTER 1977402 INVESTMENT IN AFFILIATE 2353524 INTERCOMPANY BALANCE 5898659 DUE FROM FREEDOM VILLAGE, LLC 100592 28552328 OTHER LIABILITIES 6881 HOME MODIFICATION ADVANCE PAYABLE 16469436 INTERCOMPANY BALANCES 5898659 MORTGAGE NOTES PAYABLE 10000 HOME MODIFICATION POOL PAYABLE 1989350 24374326 X 100924687 277870 23475 301345 100623342 0 100623342 96598596 277870 23475 301345 96297251 0 96297251 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. 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. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 23,475. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 23,475. MAYFLOWER MARATHON 79825 58583 21242 14063 STUFFING THE PANTRY 44500 44500 3 12725 12725 9412 137050 58583 78467 23475 23475 54992 X X X X 0 0 0 0 0 0 0 1 0 JAMES T CUDDY EXECUTIVE DIRECTOR 269465 0 29000 0 9958 0 5600 0 23349 0 337372 0 0 0 SUSAN GENTILI CHIEF PROGRAM OFFICER 148319 0 0 0 495 0 2815 0 10904 0 162533 0 0 0 JEREMIAS DEOLIVEIRA CLINICAL NURSE SPECIALIST 170571 0 0 0 1024 0 3536 0 24310 0 199441 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 31717 EMPLOYMENT 0 JAMES CYRUS CUDDY FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION 59615 EMPLOYMENT 0 EVAN CUDDY FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION 42070 EMPLOYMENT 0 X FOOD INVENTORY 3000 264942 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. 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 7 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. 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