2019-05-10T08:10:34-05:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 042296940 BRIDGEWELL INC BRID 7815931088 10 DEARBORN ROAD PEABODY MA 01960 JAMES F LOW TREASURER/CFO 7815931088 2019-05-10 1 THOMAS F MULDOON JR P01561688 5083669100 2019-05-08 64.238.141.162 2019-05-10 08:59:25 ED P EB50F006EDAED14DFCBC7281F3A284C13E958DBA D0D11AF730C84EA989067D997D1D7D43B936B30F 2017 2019-02-21 02:37:17Z CHISTOPHER TUTTLE 10 DEARBORN ROAD PEABODY MA 01960 71910703 0 X WWW.BRIDGEWELL.ORG X 1958 MA WE ARE A PRIVATE, NON-PROFIT COMPREHENSIVE HUMAN SERVICES ORGANIZATION THAT HAS BEEN PROVIDING SUPPORT TO INDIVIDUALS WITH DEVELOPMENT AND PSYCHIATRIC DISABILITIES FOR OVER 50 YEARS. OUR PHILOSOPHY AND ULTIMATE GOALS IS TO "CONNECT PEOPLE WITH POSSIBILITIES". INSPIRED BY THE VALUES OF CARING AND RESPECT, TOGETHER WE GUIDE INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO ACHIEVE AND ENJOY THEIR HIGHEST QUALITY OF LIFE AND PERSONAL GROWTH. OUR MISSION GUIDES US IN PROVIDING RESIDENTIAL AND DAY SERVICES, AFFORDABLE HOUSING AND HOMELESS SERVICES, CLINICAL SERVICES, RECREATIONAL SERVICES AS WELL AS EMPLOYMENT TRAINING AND EDUCATIONAL SERVICES. 12 12 1759 12 0 16040 1201393 1375541 66743234 68813607 920602 764957 765677 724454 69630906 71678559 0 0 0 0 50449687 52685599 0 0 454516 17843135 18463025 68292822 71148624 1338084 529935 44295205 44569616 39703293 37696502 4591912 6873114 X WE ARE A PRIVATE, NON-PROFIT COMPREHENSIVE HUMAN SERVICES ORGANIZATION THAT HAS BEEN PROVIDING SUPPORT TO INDIVIDUALS WITH DEVELOPMENT AND PSYCHIATRIC DISABILITIES FOR OVER 50 YEARS. OUR PHILOSOPHY AND ULTIMATE GOALS IS TO "CONNECT PEOPLE WITH POSSIBILITIES". 0 0 42143777 46051904 RESIDENTIAL SERVICES- PROVIDES SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. THE CORE PURPOSE IS ASSISTING THE PEOPLE TO LEAD AND DIRECT THEIR OWN LIVES. 8433781 9026298 DEVELOPMENTAL DISABILITIES DAY SERVICES- PROVIDES EDUCATION, TRAINING, AND EXPRESSIVE THERAPY FOR INDIVIDUALS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES IN ORDER TO TEACH COPING, COMMUNICATION AND LIFE SKILLS. 5715989 4586694 OUTPATIENT SERVICES- PROVIDES DIAGNOSTIC ASSESSMENTS, INDIVIDUAL, FAMILY AND GROUP PSYCHOTHERAPY, MEDICATION MANAGEMENT, PSYCHIATRIC DAY TREATMENT, AND PSYCHIATRIC EMERGENCY COORDINATION FOR BRIDGEWELL AND COMMUNITY RESIDENTS. 6605253 9528893 AFFORDABLE HOUSING- THE AFFORDABLE HOUSING DIVISION PROVIDES SAFE AND AFFORDABLE HOUSING IN LOWELL AND LYNN FOR INDIVIDUALS WITH DISABILITIES, THE HOMELESS AND INDIVIDUALS WITH A DUAL DIAGNOSIS.COMMUNITY SERVICE- PROVIDES TRANSPORTATION, RECREATION SERVICES.MENTAL HEALTH DAY SERVICES- PROVIDES EDUCATIONAL, TRAINING AND EXPRESSIVE THERAPY FOR INDIVIDUALS WITH PSYCHIATRIC DISABILITIES IN ORDER TO TEACH COPING, COMMUNICATION AND LIFE SKILLS.MENTAL HEALTH RESIDENTIAL SERVICES- PROVIDES SUPPORT TO INDIVIDUALS WITH PSYCHIATRIC DISABILITIES. THE CORE PURPOSE IS ASSESSING PEOPLE TO LEAD AND DIRECT THEIR OWN LIVES. 6605253 9528893 62898800 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 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 1 145 0 1 1759 1 1 1 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X TERRI WHITE 7815931088 10 DEARBORN ROAD PEABODY MA 01960 ROBIN SUTHERLAND CHAIR 2.50 X X 0 0 0 ROB BOUDROW DIRECTOR 2.50 X 0 0 0 CATHY JOHNSON VICE CHAIR 2.50 X X 0 0 0 GORDON R MASSEY DIRECTOR 2.50 1.20 X 0 0 0 SAM HOFF DIRECTOR 2.50 X 0 0 0 PETER SHECKMAN MD DIRECTOR 2.50 X 0 0 0 CHRISTOPHER VACCARO ESQ DIRECTOR 2.50 1.20 X 0 0 0 KARL-HENRY FRANCOIS DIRECTOR 2.50 X 0 0 0 ANGELIKA FRETZEN DIRECTOR 2.50 1.20 X 0 0 0 ROBERT HALLETT DIRECTOR 2.50 X 0 0 0 KOREY HOFMANN DIRECTOR 2.50 X 0 0 0 JANE PUFFER DIRECTOR 2.50 X 0 0 0 JAMES F LOW TREASURER/CFO 41.00 1.20 X 189949 0 18791 KELLY J MARTIN PRESIDENT/CEO 41.00 1.20 X 237544 0 8781 KRISTIN GUIDO CLERK 40.00 1.20 X 58018 0 15791 CHRISTOPHER TUTTLE COO 41.00 1.20 X 0 0 0 ELIZABETH M MCCUSKER CLINICAL NURSE SPECIALIST 40.00 X 139766 0 15791 ROSILYN FORD NURSE PRACTITIONER 40.00 X 113438 0 6693 RICARDO C DANCEL MEDICAL DIRECTOR 40.00 X 217368 0 19537 INGE M PETERS DIRECTOR OF HUMAN RESOURCE 40.00 X 143300 0 8093 JOHN F HYLAND DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 126842 0 18225 1226225 0 111702 17 0 1 0 CORNERSTONE CONSTRUCTION 153 ESSEX STREET LYNNFIELD MA 01940 CONSTRUCTION 339592 MACK'S PAINTING 185 WALNUT STREET LYNN MA 01915 PAINTING 111137 AAFCPAS 50 WASHINGTON STREET WESTBOROUGH MA 01581 AUDITING 100385 3 291513 1084028 1375541 CONTRACT REVENUE 623990 52146610 52146610 PATIENT SERVICE REVENUE 624310 10378546 10378546 RENTAL INCOME 531110 6288451 6288451 68813607 19658 19658 848296 102997 745299 745299 745299 42100 291513 129147 -87047 -87047 MANAGEMENT FEES 623990 431319 431319 OTHER FEES 623990 380182 380182 811501 71678559 69193789 0 1109229 576954 576954 43066071 40055247 2755867 254957 101492 82077 18450 965 4727640 4142313 559031 26296 4213442 3707531 475364 30547 123428 36083 87345 82393 82393 185670 45963 47499 92208 78976 28209 36073 14694 2255917 1113229 1115707 26981 7180037 6851756 328281 1367237 1351502 15246 489 1245434 1124373 121061 2161787 1796287 365500 1171947 977632 193553 762 CONTRACTED SERVICES 802511 547794 254717 FOOD 787859 784785 2777 297 LOSS ON INSURANCE SETTL 422523 422523 MINOR EQUIPMENT 214146 168760 45386 383160 85259 291581 6320 71148624 62898800 7795308 454516 144670 269052 585611 1249554 6896372 6903297 814478 896415 58013914 24373738 32178231 33640176 113089 124233 3562754 1486889 44295205 44569616 3227620 2696297 25146736 24286211 666613 539780 8600811 9035874 2061513 1138340 39703293 37696502 X 3760205 5643506 831707 1229608 4591912 6873114 44295205 44569616 X 529935 1751267 X X 0 1 X 1 1 1 X 380263 658868 508462 1201393 1375541 4124527 50603648 58866901 63014154 66743234 68813607 308041544 50983911 59525769 63522616 67944627 70189148 312166071 0 0 0 312166071 4302 2043 910 26245 19658 53158 4302 2043 910 26245 19658 53158 350627 755310 762072 874750 811501 3554260 51338840 60283122 64285598 68845622 71020307 315773489 0.98860 0.98890 0.00020 0.00010 X 0 1 X 3368190 3368190 34536918 12434723 22102195 14010010 6454833 7555177 6098796 5484182 614614 33640176 OTHER CURRENT LIABILTIES 259356 CAPITAL LEASE OBLIGATIONS 878984 1138340 X PART IV, LINE 2B: BRIDGEWELL IS THE FISCAL AGENT FOR VARIOUS INDIVIDUALS IN THE PROGRAM. BRIDGEWELL RECEIVES AND DISTRIBUTES FUNDS ON BEHALF OF THESE INDIVIDUALS. 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, 2018. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X X X 1 CORINTHIAN EVENTS 109 KINGSTON ST BOSTON MA 02111 EVENT PLANNING 0 333613 14288 319326 333613 14288 319326 GALA 333613 291513 42100 77951 51196 333613 291513 42100 77951 51196 129147 -87047 X X X X X 0 0 0 0 0 0 0 0 0 JAMES F LOW TREASURER/CFO 189949 0 0 0 0 0 3000 0 15791 0 208740 0 0 0 KELLY J MARTIN PRESIDENT/CEO 237544 0 0 0 0 0 2713 0 6068 0 246325 0 0 0 ELIZABETH M MCCUSKER CLINICAL NURSE SPECIALIST 139766 0 0 0 0 0 0 0 15791 0 155557 0 0 0 RICARDO C DANCEL MEDICAL DIRECTOR 217368 0 0 0 0 0 1000 0 18537 0 236905 0 0 0 INGE M PETERS DIRECTOR OF HUMAN RESOURCE 143300 0 0 0 0 0 2025 0 6068 0 151393 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 2013-08-23 20359600 REFINANCE SERIES 2010 BONDS 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 2016-12-27 25505000 REFINANCE SERIES 2013 BONDS 0 0 0 A 20359600 20359600 2013 1 0 1 1 B 1218789 25505000 228266 1199642 24077092 2016 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 1 1 CITIZENS BANK NATIONAL 10.000000000000 0 0 0 0 0 B 0 0 1 0 1 1 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION B, LINE 11B THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT CONFLICT OF INTEREST DISCLOSURE DOCUMENTS UPON BEGINNING SERVICE WITH BRIDGEWELL AND ANNUALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15 BOARD EXECUTIVE COMMITTEE REVIEWED COMPARABILITY DATA PROVIDED IN AN INDEPENDENT SURVEY AND FORM 990 INFORMATION FROM OTHER ORGANIZATIONS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO REVIEWS FORM 990 INFORMATION AND UFR INFORMATION IN MA, TO ESTABLISH COMPENSATION FOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ORGANIZATIONAL DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP CONTRACT 1,142,945. GAIN ON TRANSFER OF NET ASSETS 608,322. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORT HILL AVENUE INC 10 DEARBORN ROAD PEABODY MA 01960 311740060 AFFORDABLE HOUSING FOR DISABLED MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 MIDDLESEX NORTH RESOURCE CENTER INC 10 DEARBORN ROAD PEABODY MA 01960 223128809 AFFORDABLE HOUSING FOR DISABLED MA 501(C)(3) LINE 12B, II BRIDGEWELL INC 0 COMMUNITY PROGRAM INNOVATIONS 10 DEARBORN ROAD PEABODY MA 01960 271237004 EDUCATION AND TRAINING OPPORTUNITIES FOR PROVIDERS OF DISABLED SERVICES MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 BRIDGEWELL DANVERS HOUSING CORPORATION 10 DEARBORN ROAD PEABODY MA 01960 943469228 AFFORDABLE HOUSING FOR DISABLED MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 BRIDGEWELL LYNN HOUSING CORPORATION 10 DEARBORN ROAD PEABODY MA 01960 800649502 AFFORDABLE HOUSING FOR DISABLED MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 PROJECT COPE INC 10 DEARBORN ROAD PEABODY MA 01960 042477820 HUMAN SERVICES MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 BRIDGEWELL MERRIMAC HOUSING CORPORATION 10 DEARBORN ROAD PEABODY MA 01960 743248920 AFFORDABLE HOUSING FOR DISABLED MA 501(C)(3) LINE 11 BRIDGEWELL INC 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 BRIDGEWELL MERRIMAC HOUSING CORP D 72072 FAIR MARKET VALUE MIDDLESEX NORTH RESOURCE CENTER INC D 546001 FAIR MARKET VALUE PROJECT COPE INC O 1133322 FAIR MARKET VALUE PROJECT COPE INC L 206250 FAIR MARKET VALUE COMMUNITY PROGRAM INNOVATIONS INC O 86198 FAIR MARKET VALUE PROJECT COPE INC S -1293283 FAIR MARKET VALUE COMMUNITY PROGRAM INNOVATIONS INC S 684961 FAIR MARKET VALUE