2019-11-06T15:43:00-06:00 2019-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 042125014 OLD COLONY YOUNG MEN'S CHRISTIAN ASSOCIATION INC OLDC 5088971230 320 MAIN STREET BROCKTON MA 02301 DONNA DESMOND EXECUTIVE VP - CFO 5088971230 2019-11-06 1 THOMAS F MULDOON CPA P01561688 5083669100 2019-11-06 40.70.31.102 2019-11-06 13:17:35 ES P E5E10DB362A14A01DB0DA430DA7AA5B243C0C50A E5E10DB362A14A01DB0DA430DA7AA5B243C0C50A 2018 2020-03-31 21:24:44Z DONNA DESMOND 320 MAIN STREET BROCKTON MA 02301 68041696 0 X WWW.OLDCOLONYYMCA.ORG X 1888 MA OLD COLONY YMCA HELPS CHILDREN, FAMILIES, AND INDIVIDUALS DEVELOP TO THEIR FULLEST POTENTIAL. WE RESPOND TO EVER-CHANGING COMMUNITY NEEDS AND VIEW OUR SERVICES THROUGH THREE LENSES: YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. WE BELIEVE YMCA SERVICES MUST BE AVAILABLE AND ACCESSIBLE TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY OR PARTAKE. MANY OF OUR PARTICIPANTS FACE COMPLEX BARRIERS TO SUCCESS AND INVOLVEMENT, SUCH AS MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES, EXPERIENCES OF HOMELESSNESS AND TRAUMA, AND CHRONIC DISEASE AND HEALTH CONCERNS. DONATIONS HELP US MEET THE NEEDS OF EVERYONE WHO COMES TO OUR DOOR, AND PROVIDE FINANCIAL ASSISTANCE FOR MEMBERSHIPS, CAMP, MENTORING, EDUCATION, AND CHILDCARE. IN FY19, WE PROVIDED $8,522,342 IN FINANCIAL SUPPORT, INDIRECT SUBSIDIES, AND DIRECT AID TO OUR COMMUNITY. 67 67 2945 1311 0 0 36639729 34262217 24294967 24449769 782270 454499 515686 365469 62232652 59531954 0 0 0 0 41545398 40334136 0 0 600388 20039732 19868263 61585130 60202399 647522 -670445 62816040 60828670 25116388 23784846 37699652 37043824 X OLD COLONY YMCA HELPS CHILDREN, FAMILIES, AND INDIVIDUALS DEVELOP TO THEIR FULLEST POTENTIAL. WE RESPOND TO EVER-CHANGING COMMUNITY NEEDS AND VIEW OUR SERVICES THROUGH THREE LENSES: YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. WE BELIEVE YMCA SERVICES MUST BE AVAILABLE AND ACCESSIBLE TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY OR PARTAKE. MANY OF OUR PARTICIPANTS FACE COMPLEX BARRIERS TO SUCCESS AND INVOLVEMENT, SUCH AS MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES, EXPERIENCES OF HOMELESSNESS AND TRAUMA, AND CHRONIC DISEASE AND HEALTH CONCERNS. DONATIONS HELP US MEET THE NEEDS OF EVERYONE WHO COMES TO OUR DOOR, AND PROVIDE FINANCIAL ASSISTANCE FOR MEMBERSHIPS, CAMP, MENTORING, EDUCATION, AND CHILDCARE. IN FY19, WE PROVIDED $8,522,342 IN FINANCIAL SUPPORT, INDIRECT SUBSIDIES, AND DIRECT AID TO OUR COMMUNITY. 0 0 29827461 1599061 GOVERNMENT FUNDED PROGRAMS AND SOCIAL RESPONSIBILITYOLD COLONY YMCA IS A PREMIER HUMAN AND SOCIAL SERVICE PROVIDER IN MASSACHUSETTS. WE HOLD CONTRACTS WITH THE OFFICE OF COMMUNITY CORRECTIONS, THE DEPARTMENT OF EARLY EDUCATION AND CARE, DEPARTMENT OF YOUTH SERVICES, DEPARTMENT OF CHILDREN AND FAMILIES, DEPARTMENT OF MENTAL HEALTH, DEPARTMENT OF PUBLIC HEALTH, AND DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT. LOCATED THROUGHOUT MASSACHUSETTS, YMCA SOCIAL SERVICE PROGRAMS WORK TO STRENGTHEN FAMILIES AND ENSURE YOUTH HAVE A LONG-TERM SYSTEM OF WRAPAROUND SUPPORT AND RESOURCES THEY NEED TO SUCCEED AS THEY TRANSITION TO ADULTHOOD. OUR NONPROFIT STATUS QUALIFIES THE YMCA TO EXECUTE THESE STATE-FUNDED CONTRACTS, WHICH ARE COMPLEMENTED BY ALL OTHER Y SERVICES - SERVICES THAT ARE NOT OFTEN AVAILABLE OR OFFERED BY OTHER SOCIAL SERVICE PROVIDERS.IN FY19, WE PROVIDED RESIDENTIAL DETENTION, STABILIZATION, AND REINTEGRATION SERVICES FOR MORE THAN 1,500 ADOLESCENT MALES AND FEMALES. EACH PARTICIPANT RECEIVES CLASSROOM INSTRUCTION, GED PREPARATION, PSYCHOSOCIAL ASSESSMENTS, SHELTER, MENTORING, MENTAL HEALTH SERVICES, DRUG ABUSE PREVENTION SERVICES, FAMILY INTERVENTION SESSIONS, AND ACCESS TO YMCA FACILITIES. THESE PROGRAMS INCLUDE THE BROCKTON DETENTION PROGRAM, BOYS REVOCATION PROGRAM, GIRLS SECURE DETENTION PROGRAM, TRANSITION HOUSE/STARR BROCKTON AND STARR NEW BEDFORD, SOUTHEAST INDEPENDENT LIVING PROGRAM, LOWELL TRANSITION PROGRAM, BOYS AND GIRLS INTENSIVE TRANSITION TO INDEPENDENT LIVING PROGRAMS IN FALL RIVER, FALL RIVER GROUP HOME, AND MERRIMACK REVOCATION.OUR WORK WITH YOUNG ADULTS THROUGH THE OFFICE OF COMMUNITY CONNECTIONS HAS EXPANDED IN RECENT YEARS, AS WE NOW OPERATE CENTERS FOR JUSTICE-INVOLVED INDIVIDUALS IN BARNSTABLE, BERKSHIRE, BRISTOL, MIDDLESEX, AND PLYMOUTH COUNTIES. OTHER COMMUNITY-BASED PROGRAMS FOR YOUTH AND YOUNG ADULTS INCLUDE DCF-FUNDED SPARKS ADOLESCENT PROGRAM AND COMMUNITY-BASED PROGRAMS, DYS-FUNDED COMMUNITY SERVICES NETWORK, AND DOL-FUNDED PREMIER WORKFORCE DEVELOPMENT PROGRAMS YOUTHBUILD BROCKTON AND FALL RIVER.ALL FAMILIES EXPERIENCING HOMELESSNESS, WHETHER ENTERING OUR PROGRAMS FOR THE FIRST TIME OR TRANSITIONING OUT, RECEIVE WRAPAROUND SUPPORTS AND CASE MANAGEMENT, ALONG WITH AN ARRAY OF OTHER SERVICES THROUGH THE YMCA AND OUR COMMUNITY PARTNERS. THREE DHCD-FUNDED FACILITIES - THE BOLTON PLACE FAMILY CENTER, THE DAVID JON LOUISON CENTER, AND THE FAMILY LIFE CENTER - COMBINED TO SERVE 481 FAMILIES IN FY19 AS PART OF OUR COMMUNITY-BASED RAPID REHOUSING PROGRAM, AND PROVIDED SERVICES TO AN ADDITIONAL 243 FAMILIES IN THE COMMUNITY. AT OUR FULLY LICENSED MENTAL HEALTH CLINIC, WE SERVED 366 CHILDREN AND ADULTS IN FY19, PROVIDING ACCESS TO LICENSED CLINICIANS AND COUNSELING SERVICES TO ALL OUR PROGRAM PARTICIPANTS. THE MENTAL HEALTH CLINIC HAS ALSO MOBILIZED ITS SERVICES IN RECENT YEARS, AND NOW DEPLOYS BEHAVIORAL SPECIALISTS WHO WORK AT CAMP LOCATIONS THROUGHOUT THE SUMMER TO PROVIDE ADDITIONAL SUPPORT TO CAMPERS. 14583967 11943700 CHILD CARE AND YOUTH DEVELOPMENTOLD COLONY YMCA USES DEVELOPMENTALLY APPROPRIATE, EVIDENCE AND RESEARCH-BASED APPROACHES TO YOUTH DEVELOPMENT. WE PAY PARTICULAR ATTENTION TO A CHILD'S SOCIAL, EMOTIONAL, COGNITIVE, AND PHYSICAL GROWTH. THESE PRINCIPLES PERMEATE ALL OUR YOUTH-CENTERED PROGRAMMING. FOR PARENTS WHO CANNOT AFFORD SERVICES LIKE CAMP, CHILD CARE, OR OTHER SERVICES, FINANCIAL ASSISTANCE IS AVAILABLE.AT PROGRAMS LIKE YOUTH FOCUS IN BROCKTON, THE YMCA MOBILIZES SERVICES BEYOND ITS WALLS AND BRINGS SERVICES TO PEOPLE WHERE THEY ARE, IMPROVING ACCESSIBILITY AND RECEPTION. DURING THE SCHOOL YEAR, WE PROVIDE AFTERSCHOOL CARE AT BROCKTON HOUSING AUTHORITY DEVELOPMENTS, AND ENGAGED MORE THAN 130 YOUTH IN FY19 IN ACADEMIC SUPPORT, FIELD TRIPS, ART, AND RECREATIONAL ACTIVITIES. THE DROP-IN TEEN PROGRAM IS ANOTHER EXAMPLE, AS MORE THAN 300 YOUNG PEOPLE PARTICIPATED IN OUR SUMMER IN THE CITY PROGRAM IN FY19. TO COMBAT VIOLENCE, GANG ACTIVITY, AND GENERAL NEGATIVE INFLUENCES DURING THE OFTEN FORGOTTEN SUMMER MONTHS, WE OFFER ENGAGING DAILY EVENTS INCLUDING SPORTS, ART, AND EDUCATIONAL ACTIVITIES FREE OF CHARGE TO ENGAGE THIS HARD-TO-REACH POPULATION.WE SERVED 3,300 DAILY AT 45 CHILD CARE SITES LOCATED THROUGHOUT SOUTHEASTERN MASSACHUSETTS IN FY19. OLD COLONY YMCA IS THE LARGEST PROVIDER OF EARLY CHILDHOOD EDUCATION/CHILD CARE IN SOUTHEASTERN MASSACHUSETTS, OFFERING INFANT, TODDLER, PRE-SCHOOL, AND AFTER-SCHOOL PROGRAMS. CHILD CARE IS ALSO PROVIDED AT OUR CAMP LOCATIONS.IN AN EFFORT TO PAIR YOUTH WITH A CARING ADULT ROLE MODEL, THE Y OFFERS TWO MODELS OF MENTORING FROM THE RECENTLY REBRANDED OCY MENTORING: ONE-ON-ONE COMMUNITY-BASED MENTORING, AS WELL AS SITE-BASED GROUP MENTORING. ADDITIONAL TARGETED YOUTH DEVELOPMENT INITIATIVES INCLUDE SUMMER LEADERS (CAMP), KIDZ KONNECT (VIOLENCE PREVENTION), YOUTH AND GOVERNMENT (CIVIC ENGAGEMENT), AND VARIOUS PROGRAMS FOCUSED ON REDUCING THE ACADEMIC ACHIEVEMENT GAP. TOGETHER, THESE PROGRAMS SERVED NEARLY 400 ADOLESCENTS IN FY19.OLD COLONY YMCA WELCOMED MORE THAN 2,500 CHILDREN TO MORE THAN 10,000 SESSIONS OF SUMMER CAMP THIS YEAR. OF THOSE PARTICIPANTS, MORE THAN HALF RECEIVED FINANCIAL ASSISTANCE. CAMP CLARK IN PLYMOUTH, CAMP CHRISTINA IN STOUGHTON, CAMP SATUCKET IN EAST BRIDGEWATER, CAMP YOMECHAS IN MIDDLEBORO, AND CAMP MASSASOIT IN BROCKTON PROVIDE CHILDREN WITH OPPORTUNITIES TO CONTINUE LEARNING, DEVELOPING, AND SOCIALIZING DURING THE SUMMER MONTHS. CAMP ALSO OFFERS LEADERSHIP OPPORTUNITIES FOR OLDER CAMPERS AS PART OF OUR LEADER IN TRAINING, COUNSELOR IN TRAINING, OR SUMMER LEADERS PROGRAMS.AS A COMPLEMENT TO SUMMER CAMP, THE Y ENGAGES LOCAL SCHOOL DISTRICTS TO OFFER FREE ACADEMIC PROGRAMMING THROUGHOUT THE SUMMER THAT IS COUPLED WITH A UNIQUE CAMP EXPERIENCE TO COMBAT SUMMER LEARNING LOSS. IN FY19, POWERSCHOLARS AND RISEUP SERVED 211 ELEMENTARY SCHOOL CHILDREN IN PARTNERSHIP WITH BROCKTON, PLYMOUTH, AND CANTON PUBLIC SCHOOLS. 9450461 11008938 MEMBERSHIP AND HEALTHY LIVINGOLD COLONY YMCA HAS BEEN PROVIDING HEALTH AND WELLNESS SERVICES AND PROGRAMMING FOR MORE THAN 130 YEARS, AND IS PROUD TO HAVE SERVED 77,297 MEMBERS DURING FY19. WE BELIEVE ALL PEOPLE SHOULD HAVE ACCESS TO PROGRAMS, MEMBERSHIPS, AND SERVICES, AND THUS WE OFFER FINANCIAL ASSISTANCE FOR ALL PROSPECTIVE PARTICIPANTS BASED ON HOUSEHOLD INCOME.HEALTHY LIVING AND CHRONIC DISEASE INITIATIVES - OLD COLONY YMCA LEADS WORK WITHIN COMMUNITY COALITIONS INSIDE AND OUTSIDE OUR WALLS TO OFFER MEDICALLY BASED SOLUTIONS TO CHRONIC DISEASES, FIGHT CANCER AND DIABETES, REDUCE HEALTH DISPARITIES AMONGST DIVERSE POPULATIONS, AND VIEW COMMUNITY HEALTH THROUGH A LENS THAT IS INCLUSIVE OF ALL MEMBERS REGARDLESS OF RACE, AGE, ECONOMIC STATUS, OR TRANSPORTATION. WE WORK WITH COMMUNITY LEADERS, SCHOOLS, MEDICAL PROFESSIONALS, AND GOVERNMENT TO PROMOTE HEALTHIER LIFESTYLES, INCREASE CULTURAL COMPETENCY, CREATE COMMUNITY LINKAGES, AND HEALTH PEOPLE ENGAGE IN THE DEVELOPMENT OF HOLISTIC VISION FOR THE SPIRIT, MIND, AND BODY.OLD COLONY YMCA IS COMPRISED OF 11 BRANCHES. IN ADDITION TO THREE SPECIALTY, COMMUNITY BRANCHES (COMMUNITY-BASED CHILD CARE, FAMILY SERVICES, AND SOCIAL SERVICES), WE PROVIDE A MULTITUDE OF OTHER SERVICES FOR PEOPLE OF ALL AGES AND ABILITIES THROUGH EIGHT OTHER LOCATIONS: BROCKTON CENTRAL, BROCKTON YOUTH, EAST BRIDGEWATER, EASTON, MIDDLEBORO, PLYMOUTH, STOUGHTON, AND TAUNTON. INSTRUCTORS AND YMCA STAFF DEMONSTRATE THE Y'S CORE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY IN ALL THAT WE DO. 53861889 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 84 0 1 2945 1 0 0 0 0 0 0 0 0 0 0 0 0 X 67 67 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA RI X DONNA DESMOND EXECUTIVE VP - CFO 5088971230 320 MAIN STREET BROCKTON MA 02301 WILLIAM AMES DIRECTOR 1.50 X 0 0 0 SHAYNAH BARNES DIRECTOR 1.50 X 0 0 0 STUART BENTON DIRECTOR 1.50 X 0 0 0 DONALD BLOCK DIRECTOR (LEFT 10/2018) 1.50 X 0 0 0 WAYNE BLOOM DIRECTOR 1.50 X 0 0 0 JAMES BURKE MEMBER AT LARGE 1.50 X 0 0 0 JANE CALLAHAN DIRECTOR 1.50 X 0 0 0 JOSEPH CASEY DIRECTOR 1.50 X 0 0 0 TIFFONY CESERO DIRECTOR 1.50 X 0 0 0 FRED CLARK DIRECTOR 1.50 X 0 0 0 WILLIAM CLAY DIRECTOR 1.50 X 0 0 0 JOHN CREEDON DIRECTOR 1.50 1.00 X 0 0 0 TIMOTHY CRUZ DIRECTOR (LEFT 3/2019) 1.50 X 0 0 0 WILLIAM DAISY TREASURER 1.50 X X 0 0 0 PETER DELLO RUSSO DIRECTOR 1.50 X 0 0 0 VANDY DENSMORE DIRECTOR 1.50 X 0 0 0 CHARLES DOCKENDORFF DIRECTOR 1.50 X 0 0 0 TERESA EDINGTON DIRECTOR 1.50 X 0 0 0 SHAUN FITZGERALD DIRECTOR 1.50 X 0 0 0 JANET FLETCHER DIRECTOR 1.50 X 0 0 0 ELI FLORENCE ASST. TREASURER 1.50 1.00 X X 0 0 0 HENRY FRENETTE COUNSEL EMERITUS 1.50 X X 0 0 0 DAVID FRENETTE DIRECTOR 1.50 1.00 X 0 0 0 DR GENA GLICKMANE DIRECTOR 1.50 X 0 0 0 DR THOMAS HARDIMAN DIRECTOR 1.50 X 0 0 0 BARBARA HASSAN MEMBER AT LARGE 1.50 X 0 0 0 MICHAEL HOGAN DIRECTOR 1.50 X 0 0 0 MITZI HOLLENBECK DIRECTOR (LEFT 10/2018) 1.50 X 0 0 0 KIM HOLLON DIRECTOR 1.50 X 0 0 0 RICHARD HOOKE DIRECTOR 1.50 X 0 0 0 RICHARD HYNES DIRECTOR 1.50 1.00 X 0 0 0 PAMERSON IFILL DIRECTOR 1.50 X 0 0 0 JEAN INMAN DIRECTOR 1.50 X 0 0 0 JESSICA KATZ DIRECTOR 1.50 X 0 0 0 DR GARY MAESTAS DIRECTOR 1.50 X 0 0 0 FRANK MARANDINO DIRECTOR 1.50 X 0 0 0 RUSSEL MARTORANA ASST. SECRETARY 1.50 X X 0 0 0 KEITH MCLAUGHLIN DIRECTOR 1.50 X 0 0 0 JAN MILLER DIRECTOR (LEFT 10/2018) 1.50 X 0 0 0 DR DAVID MUDD DIRECTOR 1.50 X 0 0 0 GERARD NADEAU MEMBER AT LARGE 1.50 1.00 X 0 0 0 PETER NEVILLE MEMBER AT LARGE 1.50 X 0 0 0 JOHN NOBLIN DIRECTOR 1.50 X 0 0 0 DAVID OFFUTT 2ND VICE CHAIR 1.50 X X 0 0 0 MARK OLIARI MEMBER AT LARGE (LEFT 7/2018) 1.50 X 0 0 0 BRENDAN O'NEILL DIRECTOR 1.50 X 0 0 0 DAVID ORLOFF SECRETARY 1.50 X X 0 0 0 COURTNEY PALM DIRECTOR 1.50 X 0 0 0 RANDY PAPADELLIS DIRECTOR 1.50 X 0 0 0 WILLIAM PAYNE MEMBER AT LARGE 1.50 1.00 X 0 0 0 WILLIAM PAYTON MEMBER AT LARGE 1.50 X 0 0 0 MARIE PEELER DIRECTOR 1.50 X 0 0 0 GREGORY PHILLIPS DIRECTOR 1.50 X 0 0 0 MARK PORTER DIRECTOR (LEFT 2/2019) 1.50 X 0 0 0 MARY PRITCHARD DIRECTOR 1.50 X 0 0 0 DONALD QUINN MEMBER AT LARGE 1.50 X 0 0 0 D HOWARD RANDALL MEMBER AT LARGE 1.50 X 0 0 0 JONATHAN RICHMAN DIRECTOR 1.50 X 0 0 0 MOISES RODRIGUES DIRECTOR 1.50 X 0 0 0 TOM ROGERS DIRECTOR 1.50 X 0 0 0 WILLIAM ROSA DIRECTOR 1.50 1.00 X 0 0 0 WAYNE SMITH CHAIR 1.50 X X 0 0 0 ROBERT SPENCER MEMBER AT LARGE 1.50 1.00 X 0 0 0 SCOTT STIKELEATHER DIRECTOR 1.50 X 0 0 0 STEVEN STRIAR DIRECTOR (LEFT 1/2019) 1.50 X 0 0 0 MICHAEL SULLIVAN MEMBER AT LARGE 1.50 X 0 0 0 DR LISA TALUSAN DIRECTOR 1.50 X 0 0 0 SCOTT TIRRELL DIRECTOR 1.50 X 0 0 0 DANIEL TROUT DIRECTOR 1.50 X 0 0 0 GEORGE TURNER DIRECTOR 1.50 X 0 0 0 JOHN TWOHIG 1ST VICE CHAIR 1.50 X X 0 0 0 FRANCIS VEALE DIRECTOR 1.50 X 0 0 0 JEFFREY WARREN DIRECTOR (LEFT 7/2018) 1.50 X 0 0 0 BRENT WARREN DIRECTOR (LEFT 3/2019) 1.50 X 0 0 0 ARTHUR WYMAN DIRECTOR (LEFT 10/2018) 1.50 X 0 0 0 CONOR YUNITS DIRECTOR 1.50 X 0 0 0 JOSEPH ZACCHEO DIRECTOR 1.50 X 0 0 0 VINCENT MARTURANO PRESIDENT, CEO 40.00 1.00 X 395614 0 43741 DONNA DESMOND EXECUTIVE VP, CFO 40.00 1.00 X 221715 0 22993 KENNETH KLIER EXECUTIVE VP, COO 40.00 1.00 X 208333 0 21654 JOYCE DWYER EXECUTIVE VP, BRANCH OPS. 40.00 X 181997 0 34441 LINDA DEANE SR. VP, CIO 40.00 X 168838 0 33125 DAVID HYMAN SR. VP MISSION ADVANCEMENT 40.00 X 150604 0 31301 KIMBERLY MORAN SR. VP, CHILD DEV. & PROTECTION 40.00 X 121831 0 13004 MICHAEL JAMES SR. VP, HUMAN RESOURCES 40.00 X 130400 0 13595 ERIN SPAULDING SR. VP, YOUTH DEV. & FAMILY STRENGTH 40.00 X 115529 0 17773 1694861 0 231627 14 0 1 0 UNIC PRO INC PO BOX 4163 SHREWSBURY MA 01545 CLEANING SERVICES 574966 AP WHITAKER & SONS INC 652 WEST CENTER STREET WEST BRIDGEWATER MA 02379 GENERAL CONTRACTOR 467352 WHITMORE'S YARD CARE 656 REAR PLYMOUTH STREET E BRIDGEWATER MA 02333 LANDSCAPING SERVICES 261626 BRIAN HEALEY CONTRACTOR INC 1155 PLYMOUTH ST RT 106 BRIDGEWATER MA 02324 GENERAL CONTRACTOR 201234 BROUILLETTE HVAC & SHEET METAL INC 13 STEVENS STREET UNIT 2 E TAUNTON MA 02718 HVAC SERVICES 105623 5 144839 962931 30690456 2463991 34262217 PROGRAM FEES AND DUES 900099 24449769 24449769 24449769 399359 399359 328308 0 328308 328308 328308 8342547 8287407 55140 55140 55140 157566 962931 222335 -64769 -64769 MISCELLANEOUS 900099 101930 101930 101930 59531954 24551699 0 718038 1155791 408708 679182 67901 31066583 28887545 1875173 303865 1676442 1512952 138348 25142 3308086 2924505 293626 89955 3127234 2882359 217073 27802 75334 75334 69500 69500 62149 62149 993110 267230 682160 43720 337239 285812 51427 1052746 754598 298148 7519269 7030015 489254 401048 372339 28709 195057 55964 139093 584198 576024 8174 412536 412536 2160699 2081713 37279 41707 586302 500606 85400 296 PROGRAM SUPPLIES 1726834 1726834 OTHER 1038867 941310 97557 DIRECT CARE CONSULTANT 961021 961021 MEALS 918692 918692 773662 773662 60202399 53861889 5740122 600388 69002 42361 4484296 4594529 515665 377114 5066403 4267613 419836 379336 66402652 27605080 39936118 38797572 10881812 11127832 1442908 1242313 62816040 60828670 5005312 4859606 939127 1317711 17628392 16892216 1543557 715313 25116388 23784846 X 28368136 27952591 9331516 9091233 37699652 37043824 62816040 60828670 X -670445 10680 3937 X X 0 1 X 1 1 1 X 32820345 34422995 36216445 36639729 34262217 174361731 19303346 20753819 23027920 24294967 24449769 111829821 52123691 55176814 59244365 60934696 58711986 286191552 0 0 0 286191552 502451 626640 647147 702665 727667 3206570 502451 626640 647147 702665 727667 3206570 14054 5809 10331 2930 101930 135054 52640196 55809263 59901843 61640291 59541583 289533176 0.98850 0.98930 0.01110 0.01060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7544976 41827 257651 -249000 7595454 6839257 12081 696431 -2793 7544976 5836855 54316 948086 6839257 5644927 211248 -19320 5836855 5580405 36140 28382 5644927 0.34620 0.65380 0 0 6122758 6122758 55811492 24919216 30892276 4340680 2586433 1754247 127722 99431 28291 38797572 CERTIFICATES OF DEPOSIT 406497 F MONEY MARKET FUNDS/ETFS 151787 F MUTUAL FUNDS 10569548 F 11127832 X PART X, LINE 2: THE ORGANIZATION 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 FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2019. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. GALA 447105 402105 45000 2443 29051 800 71932 SPIN-A-THON 254049 246319 7730 11461 8 419343 314507 104836 25673 1150 79825 1120497 962931 157566 2443 54724 1950 163218 222335 -64769 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 VINCENT MARTURANO PRESIDENT, CEO 330630 0 59047 0 5937 0 27500 0 16241 0 439355 0 0 0 DONNA DESMOND EXECUTIVE VP, CFO 214215 0 7500 0 0 0 22172 0 821 0 244708 0 0 0 KENNETH KLIER EXECUTIVE VP, COO 196333 0 12000 0 0 0 20833 0 821 0 229987 0 0 0 JOYCE DWYER EXECUTIVE VP, BRANCH OPS. 169997 0 12000 0 0 0 18200 0 16241 0 216438 0 0 0 LINDA DEANE SR. VP, CIO 163838 0 5000 0 0 0 16884 0 16241 0 201963 0 0 0 DAVID HYMAN SR. VP MISSION ADVANCEMENT 146604 0 4000 0 0 0 15060 0 16241 0 181905 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - BUSINESS MEETING SPACE FOR SENIOR MANAGEMENT AND STAFF, AND OTHER BUSINESS DEVELOPMENT. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2008-06-25 3800000 TAUNTON LOAN CONSTRUCTION - MIDDLEBORO RENOVATION 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2011-05-25 4600000 STOUGHTON LOAN - STRIAR YMCA CONSTRUCTION 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2014-12-23 12500000 REFINANCING OF EXISTING NOTE PAYABLE AND TO FUND VARIOUS CAPITAL PROJECTS 0 0 0 A 1740633 3800000 3800000 2008 0 0 0 0 B 1109435 4600000 4600000 2011 0 0 0 0 C 967410 12500000 12500000 2014 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER WAYNE SMITH IS THE FATHER-IN-LAW OF RANDY PAPADELLIS, FORMER BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PRESENTED BY AAF TO THE AUDIT COMMITTEE ON SEPTEMBER 24, 2019. THE ELECTRONIC COPY OF THE 990 WAS DISTRIBUTED TO THE GENERAL BOARD VIA EMAIL. THE FINAL APPROVAL OF THE 990 WAS DONE AT THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ON BY ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS PROVIDE THE BOARD OF DIRECTORS CHAIR WITH THE FOLLOWING INFORMATION FOR DETERMINING THE COMPENSATION: - SELF APPRAISAL FOR THE PERIOD OF JULY 1 THROUGH JUNE 30. - INCENTIVE COMPENSATION PERFORMANCE MEASURES. - PREVIOUS EXECUTIVE COMMITTEE MINUTES WITH THE EXECUTIVE COMPENSATION AS PREPARED BY AN OUTSIDE CONSULTING FIRM. - RECENT SALARY COMPENSATION DATA FOR SIMILAR SIZE Y'S. FORM 990, PART VI, SECTION C, LINE 19 OLD COLONY Y MAKES ALL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 3,937. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SOCIAL SERVICES NETWORK INC 320 MAIN STREET BROCKTON MA 02301 272966468 PROVISION OF SOCIAL SERVICES MA 501(C)(3) LINE 7 OLD COLONY Y 1 NEW BEGINNINGS FOR FAMILIES INC 320 MAIN STREET BROCKTON MA 02301 831802913 ASSISTING FAMILIES AND THOSE IN NEED OF SHELTER OR HOUSING MA 501(C)(3) LINE 10 OLD COLONY Y 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 NEW BEGINNINGS FOR FAMILIES INC K 134560 FAIR MARKET VALUE NEW BEGINNINGS FOR FAMILIES INC D 163539 FAIR MARKET VALUE