2020-06-30T10:09:50-05:00 2019-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2018-07-01 042437845 HALEY HOUSE INC HALE 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 BING BRODERICK EXECUTIVE DIRECTOR 6172368132 2020-06-04 1 DOUGLAS FARRINGTON P00370668 6178075000 2020-06-04 47.19.127.190 2020-06-04 14:33:36 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5646463611682D9FF634D53B57C349B9DAC2909E 2018 2020-09-23 17:36:50Z BING BRODERICK 2998957 0 X WWW.HALEYHOUSE.ORG X 1967 MA TO PROVIDE BASIC NEEDS OF FOOD AND SHELTER TO POOR AND HOMELESS INDIVIDUALS 10 10 85 1000 0 0 1018008 1233419 1832918 1378634 -518488 6769 28102 20476 2360540 2639298 0 0 0 0 1419284 1138944 5500 0 96057 1725353 1499457 3150137 2638401 -789597 897 6016823 5740180 3477066 3186651 2539757 2553529 X THROUGH FOOD, PERSONAL RELATIONSHIP, AND THE POWER OF COMMUNITY, HALEY HOUSE BREAKS DOWN BARRIERS BETWEEN PEOPLE, TRANSFERS NEW SKILLS, OPENS OPPORTUNITES, AND REVITALIZES COMMUNITIES. WE BELIEVE IN RADICAL SOLUTIONS: SOLVING PROBLEMS AT THEIR ROOT BY CHALLENGING THE ATTITUDES AND STRUCTURES THAT PERPETUATE SUFFERING WHILE BUILDING INNOVATIVE MODELS AS CREATIVE ALTERNATIVES. BEGUN AS A SOUP KITCHEN IN 1966, HALEY HOUSE HAS GROWN INTO A MULTIFACETED ORGANIZATION DEEPLY ROOTED IN TWO BOSTON NEIGHBORHOODS, THE SOUTH END AND ROXBURY. IN OUR 50-YEAR HISTORY, THE ORGANIZATION HAS EXPANDED CREATIVELY IN DIRECT RESPONSE TO THE NEEDS OF THOSE WHO COME TO OUR DOORS. 0 0 1250980 793231 SOCIAL ENTERPRISE BAKERY CAFE - LOCATED IN ROXBURY, THE BAKERY CAFE IS SOMETIMES DESCRIBED AS A COMMUNITY CENTER DISGUISED AS A CAFE. IN ADDITION TO DELICIOUS (AND HEALTHY) FARE, THE CAFE OFFERS DIGNIFIED WORK AND JOB SKILLS TRAINING FOR MEN AND WOMEN TRANSITIONING OUT OF INCARCERATION AND IS HOME TO EXTENSIVE ARTS AND CULTURAL PROGRAMS. 643112 561833 HOUSING PROGRAM - THE HOUSING PROGRAM PROVIDES SECURE HOMES TO LOW-INCOME FAMILIES AND FORMERLY HOMELESS MEN AND WOMEN WITH MORE THAN 100 UNITS OF PERMANENT, AFFORDABLE HOUSING SCATTERED THROUGHOUT THE SOUTH END AND ROXBURY. 416781 23570 FOOD AND FARMING PROGRAM - EACH YEAR SOUP KITCHEN VOLUNTEERS SERVE MORE THAN 36,000 MADE-FROM-SCRATCH MEALS AND DISTRIBUTE OVER 10,000 BAGS OF FOOD THROUGH THE WEEKLY FOOD PANTRY. THESE PROGRAMS ARE COORDINATED BY A LIVE-IN COMMUNITY OF LONG-TERM VOLUNTEERS WHO DONATE THEIR TIME IN EXCHANGE FOR BOOM AND BOARD. HALEY HOUSE ALSO FARMS TWO PLOTS OF RECLAIMED URBAN LAND, WHICH PROVIDE SEASONAL PRODUCE FOR THE SOUP KITCHEN AND BAKERY CAFE. OTHER FOOD PROGRAMS INCLUDE TAKE BACK THE KITCHEN, A HANDS-ON COOKING PROGRAM TAUGHT BY PROFESSIONAL CHEFS REACHING OVER 400 YOUNG PEOPLE AND THEIR FAMILIES EACH YEAR AND COMMUNITY TABLES, A LOCALLY SOURCED, FAMILY FRIENDLY PAY-WHAT-YOU-CAN DINNER. 2310873 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 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 0 0 0 0 1 2 0 85 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 X BING BRODERICK 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 VICTOR CAPOCCIA DIRECTOR 1.00 X 0 0 0 CELIA GRANT PRESIDENT 1.00 X X 0 0 0 KATHLEEN O'CONNOR DIRECTOR 1.00 X 0 0 0 CHRISTINA HORN CLERK 1.00 X X 0 0 0 FELICIA JACQUES TREASURER 1.00 X X 0 0 0 KATHY KIM DIRECTOR 1.00 X 0 0 0 JULIA MACLAUGHLIN CO-SECRETARY 1.00 X X 0 0 0 DAVID MANZO DIRECTOR 1.00 X 0 0 0 WATARU MATSUYASU DIRECTOR 1.00 X 0 0 0 HARRIET LINDEMAN EX OFFICIO CO-SECRET 1.00 X 0 0 0 DAVID WHALEN DIRECTOR 1.00 X 0 0 0 YVONNE RINCON DIRECTOR 1.00 X 0 0 0 IRENE LI DIRECTOR 1.00 X 0 0 0 BING BRODERICK EXECUTIVE DIRECTOR 40.00 X 84722 0 5569 JILL KIMMEL DIR. OF OPERATIONS 40.00 X 55578 0 11825 140300 0 17394 0 0 0 0 0 27662 335533 870224 171338 1233419 SOCIAL ENTERPRISE REVE 445200 816801 816801 SUPERVISORY FEE 531310 309841 309841 RENTAL INCOME 531110 251992 251992 1378634 3959 3959 336605 19089 322706 30178 13899 -11089 2810 -11089 13899 22550 27662 6775 15775 15775 OTHER REVENUE 900099 4701 4701 4701 2639298 1372246 0 33633 172910 125579 47331 797125 547670 189731 59724 82488 44474 31317 6697 86421 47339 33335 5747 7000 7000 3883 3883 89048 71829 15969 1250 2751 1530 1171 50 26448 4480 13304 8664 283829 201667 82162 12086 11862 224 157929 157929 222117 173741 48376 78888 43918 34970 FOOD, INGREDIENTS, AND 522766 518301 3580 885 PROGRAM EXPENSES 83998 80820 2634 544 LICENSES & PERMITS 6712 4423 2289 BAD DEBTS 1987 1987 15 273324 -285805 12496 2638401 2310873 231471 96057 470597 309095 526141 427332 81579 65444 11284 11664 6437630 2177768 4481980 4259862 345959 571105 99283 95678 6016823 5740180 266455 144928 15159 15091 3095915 3026632 99537 3477066 3186651 X 1872852 1830594 666905 722935 2539757 2553529 6016823 5740180 897 12873 0 X 0 1 X 1 0 X 1217174 1419296 1208914 1018008 1077858 5941250 1217174 1419296 1208914 1018008 1077858 5941250 295447 5645803 20149 18717 13279 17930 3959 74034 14943 13299 16215 44457 6059741 9114534 0.93170 0.90780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 656937 656937 5425926 2099299 3326627 354767 78469 276298 4259862 X 2689238 12873 19202 17865 49940 2639298 0 2639298 2675466 19202 17863 37065 2638401 0 2638401 PART IV, LINE 2B: THE ESCROW ACCOUNT LIABILITY ON PART X LINE 21 CONSISTS OF TENAT SECURITY DEPOSITS, WHICH ARE HELD IN A SEPARATE BANK ACCOUNT. THE DEPOSITS ARE REFUNDED TO THE TENANT UPON TERMINATION OF THE LEASE. PART X, LINE 2: THE ORGANIZATION WAS INCORPORATED UNDER THE PROVISIONS OF CHAPTER 180 OF THE GENERAL LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. THE ORGANIZATION HAS BEEN GRANTED A TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3). THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE OPEN TAX YEARS ARE YEARS ENDED 2014 TO 2018. MANAGEMENT HAS STATED THERE ARE NO EXAMINATIONS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE SALE OF FIXED ASSETS 11,089. SPEACIAL EVENTS EXPENSES 6,774. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 11,089. SPECIAL EVENTS EXPENSES 6,774. SOUPER BOWL 15580 15580 557 563 BLOCK PARTY 30579 10529 20050 1770 600 1420 1 4053 1553 2500 1865 50212 27662 22550 2327 600 3848 6775 15775 X 30800 MANAGEMENT ESTIMATE X 1 140536 MANAGEMENT ESTIMATE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990. THE FINANCIAL DATA ON FORM 990 IS RECONCILED TO THE FINANCIAL INFORMATION ON THE AUDITED FINANCIAL STATEMENTS. THE NON FINANCIAL INFORMATION SUCH AS QUESTIONS CONCERNING GOVERNANCE, POLICIES AND TAX COMPLIANCE ARE REVIEWED TO ENSURE THAT THEY ARE ACCURATELY ANSWERED. CONSIDERATION IS GIVEN AS TO THE COMPLETENESS OF UNRELATED BUSINESS INCOME, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANINTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST ANDBE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORSAND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERINGTHE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, ANDAFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THEGOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICTOF INTEREST IS DICUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEEMEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD ORCOMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CENTER CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSATION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULDNOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLYPOSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKEITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AMEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, ITSHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBERAN OPPORTUNITY TO EXPLAIN THE ALLAGED FAILURE TO DISCLOSE. B. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHERINVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD ORCOMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL ORPOSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING AND APPROVING THE COMPENSATION OF ANY COVERED INDIVIDUALS, THE HALEY HOUSE INC BOARD OF DIRECTORS, OR A DELEGATED COMMITTEE OF THE BOARD (REFERRED TO AS THE APPROVAL BODY BELOW), WILL UTILIZE THE FOLLOWINGPROCESS: 1. IMPARTIAL DECISION MAKERS. THE COMPENSATION ARRANGEMENT MUST BE APPROVEDIN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF HHICOMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTERESTWITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE: NEITHER THEEXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILYMEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THEVOTE). 2. COMPARABILITY DATA. WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATIONTO COVERED INDIVIDUALS, IT MUST RELAY ON COMPARABILITY DATA THATDEMONSTRATE THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALSIN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THEFOLLOWING: A. EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT ANDFOR-PROFIT ORGANIZATIONS; ANDSEE RESPONSE TO PART VI, LINE 15A FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC AT THE ORGANIZATION'S OFFICES DURING NORMAL BUSINESS HOURS HALEY HOUSE BAKERY CAFE 12 DADE LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 BAKERY/CAF MA 884236 226586 HALEY HOUS HALEY HOUSE INTERFAITH LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 GP OF AFFO MA HALEY HOUS