2020-05-13T13:49:11-05:00 2019-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859109 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 BRAD HOWELL PRESIDENT & CEO 9786859109 2020-05-13 1 THOMAS F MULDOON CPA P01561688 5083669100 2020-05-13 40.70.31.102 2020-05-13 13:59:52 ED P 1166F2FD08ABF73FAA4779C448B3D4829B6A5C9C 2DDD31951ED2AB8CB25029F66ABAED5153B45454 2018 2020-11-19 02:30:22Z FIDELITY HOUSE CRC BRAD HOWELL 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 22276680 0 X WWW.FIDELITYHHS.ORG X 1971 MA THE MISSION OF FIDELITY HOUSE CRC IS TO SUPPORT PEOPLE WITH DISABILITIES AND THOSE WITH SIGNIFICANT CHALLENGES TO PURSUE THEIR GOALS AND TO LIVE A FULFILLED LIFE. FIDELITY HOUSE CRC PROVIDES 26 COMMUNITY RESIDENCE PROGRAMS AND A WIDE VARIETY OF SUPPORTIVE SERVICES. STAFF MEMBERS HAVE EXPERIENCE WITH DISABILITIES SUCH AS AUTISM SPECTRUM DISORDER (ASD), DOWN SYNDROME, CEREBRAL PALSY AND ACQUIRED BRAIN INJURY, OFTEN COMBINED WITH COMPLEX MEDICAL OR MENTAL HEALTH CONDITIONS. 19 19 414 28 0 0 155820 227049 17364314 21751061 -50176 95374 27385 165951 17497343 22239435 0 0 0 0 12246455 15199500 0 0 193768 5955788 7812567 18202243 23012067 -704900 -772632 7283116 12081528 3361501 5755229 3921615 6326299 X THE MISSION OF FIDELITY HOUSE CRC IS TO SUPPORT PEOPLE WITH DISABILITIES AND THOSE WITH SIGNIFICANT CHALLENGES TO PURSUE THEIR GOALS AND TO LIVE A FULFILLED LIFE. FIDELITY HOUSE CRC PROVIDES 26 COMMUNITY RESIDENCE PROGRAMS AND A WIDE VARIETY OF SUPPORTIVE SERVICES. STAFF MEMBERS HAVE EXPERIENCE WITH DISABILITIES SUCH AS AUTISM SPECTRUM DISORDER (ASD), DOWN SYNDROME, CEREBRAL PALSY AND ACQUIRED BRAIN INJURY, OFTEN COMBINED WITH COMPLEX MEDICAL OR MENTAL HEALTH CONDITIONS. 0 0 14058525 14203224 RESIDENTIAL SERVICES PROVIDES OPPORTUNITIES FOR SMALL GROUP LIVING IN 26 COMMUNITY RESIDENCES AND 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, MONOTOR ALL MEDICAL TREATMENTS AND MAKE SURE THAT DAILY CARE IS TAILORED TO EACH INDIVIDUAL'S CLINICAL AND MEDICAL NEEDS. 1563818 1731673 CHILD AND FAMILY SERVICES PROVIDES SUPPORTS TO FAMILIES WHO CARE FOR A CHILD, TEEN OR ADULT WITH DISABILITIES AT 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. 3352419 4677873 SUPPORTED HOME CARE PROVIDES CASE MANAGERS AND NURSES WHO SUPPORT ADULTS WITH DISABILITIES LIVING 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. 489049 676247 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. 433685 604546 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. 922734 1280793 19897496 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 0 0 0 1 67 0 1 414 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH X LEANNA D FLEMING 9783329109 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 ANDREW NOVELINE PRESIDENT 1.50 0.40 X X 0 0 0 LISA STAFF MEMBER 1.20 0.30 X 0 0 0 WAYNE F SIMMONS JR MEMBER 1.20 0.30 X 0 0 0 KARA J JOHNSON CLERK 1.20 0.30 X X 0 0 0 CHUCK WALKER TREASURER 1.20 0.30 X X 0 0 0 WALTER MEYER VICE PRESIDENT 1.20 0.30 X X 0 0 0 JAMES MANFIELD MEMBER 1.20 0.30 X 0 0 0 NANCY MCCAFFERTY MEMBER 1.20 0.30 X 0 0 0 GEORGE MORIARTY MEMBER 1.20 0.30 X 0 0 0 CAROL CURTIN MEMBER 1.20 0.30 X 0 0 0 GREGORY SPURR MEMBER 1.20 0.30 X 0 0 0 HOLLY VIETKE-LYNCH MEMBER 1.20 0.30 X 0 0 0 JOHN LAMOUREUX MEMBER 1.20 0.30 X 0 0 0 DARLENE BEAL MEMBER 1.20 0.30 X 0 0 0 THOMAS SULLIVAN MEMBER 1.20 0.30 X 0 0 0 FIROUZ TEHRANI MEMBER 1.20 0.30 X 0 0 0 STUART DAVIS MEMBER 1.20 0.30 X 0 0 0 JANET ODENWELDER MEMBER 1.20 0.30 X 0 0 0 JAMES SMITH MEMBER 1.20 0.30 X 0 0 0 YVONNE ALLARD FORMER PRESIDENT & CEO 40.00 0.00 X 152599 0 5538 BRAD HOWELL PRESIDENT & CEO 40.00 0.00 X 0 0 0 152599 0 5538 1 0 1 0 0 227049 227049 PROGRAM SERVICE REVENUE 532000 20588560 20588560 CLIENT FEES AND RENTS 532000 1162501 1162501 21751061 95374 95374 60694 37245 23449 23449 OTHER INCOME 900099 142502 142502 142502 22239435 21893563 0 118823 168715 101229 50614 16872 12594788 11302496 1168978 123314 1347245 1262336 69296 15613 1088752 918008 160775 9969 262492 500 258317 3675 17598 17598 42863 42863 405538 186058 219480 1191148 781813 408774 561 184720 156378 27555 787 101066 98363 2703 357317 297169 60148 236010 35673 200337 TEMPORARY HELP & CONTRA 3683692 3626779 41913 15000 STIPENDS 435756 435756 FOOD 294020 290396 3624 VEHICLE OPERATING COSTS 266715 254066 12649 333632 150476 175179 7977 23012067 19897496 2920803 193768 160891 532279 112522 664017 1368839 2711779 153995 425868 10052016 3994281 4031383 6057735 1262805 1317792 192681 372058 7283116 12081528 802926 1322966 119556 137595 1199881 2225952 1239138 2068716 3361501 5755229 X 3717186 6052779 204429 273520 3921615 6326299 7283116 12081528 X -772632 -8916 3186232 X X 0 1 X 1 1 1 X 90618 88270 245134 155820 3413281 3993123 15782115 16821985 17184421 17364314 21751061 88903896 15872733 16910255 17429555 17520134 25164342 92897019 0 0 0 92897019 58213 76762 69939 103247 95374 403535 58213 76762 69939 103247 95374 403535 16742 10341 9396 8243 142502 187224 15947688 16997358 17508890 17631624 25402218 93487778 0.99370 0.99480 0.00430 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 119556 18039 137595 1 X 1304605 1304605 4993485 1543974 3449511 1711709 907411 804298 1058784 852633 206151 983433 690263 293170 6057735 CONDITIONAL DEBT 2156412 DUE FROM AFFILIATES -87696 2068716 X 25491357 -8916 37361 3186232 3214677 22276680 -37245 -37245 22239435 23086673 37361 37245 74606 23012067 0 23012067 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, 2019 AND 2018. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION INCOME - MERGER 3,186,232. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT COST -37,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT COST 37,245. GALA 52637 52637 4497 23195 BOWLING EVENT 8057 8057 4749 4804 60694 60694 9246 27999 37245 23449 X 0 0 0 0 0 0 0 0 0 YVONNE ALLARD FORMER PRESIDENT & CEO 152599 0 0 0 0 0 0 0 5538 0 158137 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED THEIR BYLAWS IN THE YEAR ENDED JUNE 30, 2019. 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 XI, LINE 9: CONTRIBUTION INCOME - MERGER 3,186,232. 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 7 FIDELITY HOUSE INC 0 CHC HOUSING 439 S UNION ST SUITE 401 LAWRENCE MA 01843 800790996 HOUSING & SERVICES TO DISABLED PERSONS MA 501(C)(3) LINE 7 FIDELITY HOUSE INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER O 52791 FAIR MARKET VALUE