2018-05-11T15:06:37-05:00 2017-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2017-01-01 042648411 ABBY KELLEY FOSTER HOUSE INC ABBY 5087565486 52 HIGH STREET WORCESTER MA 01609 STEPHANIE PAGE EXECUTIVE DIRECTOR 5087565486 2018-05-10 1 SANDRA M BROWN CPA P01614103 5088717178 2018-05-10 2017 2022-09-23 18:48:47Z STEPHANIE PAGE 52 HIGH STREET WORCESTER MA 01609 4689679 0 X WWW.ABBYSHOUSE.ORG X 1976 MA TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. X 14 14 31 216 0 0 1915335 2186370 451778 462505 104 97142 26074 37324 2393291 2783341 115556 131185 0 0 751002 829077 150632 39085 133174 582804 545774 1599994 1545121 793297 1238220 4632324 5720345 761126 569050 3871198 5151295 X TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. 0 0 1292141 131185 462505 PROGRAMSOUR SHELTER, HOUSING AND ADVOCACY PROGRAMS OPERATE YEAR-ROUND, SEVEN DAYS PER WEEK/24 HOURS PER DAY. WE HAVE AN ON-CALL CRISIS RESPONSE TEAM TO ADDRESS ANY ISSUES THAT MAY ARISE DURING NON-TRADITIONAL OFFICE HOURS.OVERNIGHT SHELTER:STAFFED BY A SHELTER ADVOCATE, A SHELTER HOUSE COORDINATOR, AND MORE THAN 30 REGULAR VOLUNTEERS, OUR NINE-BED OVERNIGHT SHELTER PROVIDES WOMEN WITH SAFE SHELTER AND FOCUSES ON HELPING HER PUT TOGETHER A PLAN TO ADDRESS HER IMMEDIATE NEEDS. WE ASSIST HER IN FINDING AND SECURING LONG-TERM, STABLE HOUSING EITHER IN ABBY'S HOUSE SUPPORTIVE HOUSING PROGRAM OR ELSEWHERE, OR HELP HER TO ACCESS RESIDENTIAL PROGRAMS, LIKE INPATIENT SUBSTANCE ABUSE TREATMENT PROGRAMS, WHEN FURTHER STABILIZATION IS REQUIRED IN TRANSITIONING TOWARDS PERMANENT HOUSING.SUPPORTIVE HOUSING:WITH SEVEN TWO-BEDROOM APARTMENTS AND 70 SINGLE ROOM OCCUPANCY HOUSING UNITS IN THREE BUILDINGS IN WORCESTER, ABBY'S HOUSE IS WORCESTER'S LARGEST PROVIDER OF AFFORDABLE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. WE MEET THE NEEDS OF WORKING WOMEN WHO CANNOT AFFORD MARKET-RATE RENT OR ALLOW THOSE WHO ARE ON SSI OR SSDI TO LIVE SAFELY AND COMFORTABLY.ADVOCACY: ADVOCATES HELP WOMEN TO IDENTIFY REALISTIC GOALS AND PROVIDE THE TOOLS NEEDED TO ACHIEVE THEM. OUR FOCUS ON INTENSIVE CASE MANAGEMENT, OR ADVOCACY, IS TO HELP OUR SHELTER GUESTS AND RESIDENTS ACCESS WRAPAROUND SERVICES THEY NEED TO SURVIVE AND THRIVE. INDIVIDUALIZED SERVICES ALLOW US TO WORK WITH EACH WOMAN, GIVEN HER OWN SPECIFIC SET OF CIRCUMSTANCES AND NEEDS. IN ORDER TO MEET THE NEEDS OF WOMEN SERVED, WE WORK WITH MORE THAN 75 OTHER SOCIAL SERVICES AND GOVERNMENT AGENCIES AND DEPARTMENTS. OUR FOCUS IS TO EFFECTIVELY CREATE A SYSTEM OF SEAMLESS SERVICE PROVISION AND ASSIST WOMEN WITH THE SOMETIMES DAUNTING TASK OF MATCHING NEEDS WITH EXISTING RESOURCES - AND ASSISTING THEM WITH ACCESSING THOSE SERVICES. REFERRAL SERVICES:WE RECEIVE A MINIMUM OF 15 - 20 CALLS OR IN-PERSON VISITS PER WEEK FROM WOMEN SEEKING HELP. DEVELOPING AND MAINTAINING POSITIVE WORKING RELATIONSHIPS WITH LOCAL PROFESSIONALS AND ORGANIZATIONS IN OTHER AREAS OF HUMAN SERVICE IS VITAL FOR EFFECTIVE REFERRALS.WOMEN'S CENTER:EACH AND EVERY CURRENT AND PAST RESIDENT AND GUEST IS INVITED TO BE INVOLVED IN THE ABBY'S HOUSE WOMEN'S CENTER. WOMEN'S CENTER ACTIVITIES INCLUDE WEEKLY MEALS, HOLIDAY CELEBRATIONS, A FOOD PANTRY, FINANCIAL LITERACY SESSIONS, COMPUTER ACCESS AND COMPUTER TRAINING, AND OTHER EDUCATIONAL AND SOCIAL ACTIVITIES BASED ON WOMEN'S INTERESTS AND VOLUNTEER AVAILABILITY. THE COMRADERY THAT IS BUILT THROUGH THE WOMEN'S CENTER PROVIDES A SENSE OF COMMUNITY AND STABILITY IN WOMEN'S LIVES.THRIFT SHOP:ABBY'S HOUSE THRIFT SHOP OFFERS GENTLY USED CLOTHING AND HOUSEHOLD ITEMS TO WOMEN IN NEED. EACH WEEK WE RECEIVE ITEMS FROM LOYAL SUPPORTERS. VOLUNTEERS AND STAFF SORT ITEMS AND PROVIDE A SAFE, AFFORDABLE AND COMFORTABLE PLACE FOR OUR RESIDENTS AND SHELTER GUESTS TO SHOP. IN ADDITION TO PROVIDING CLOTHING VOUCHERS TO THE WOMEN WHO RESIDE AT ABBY'S HOUSE, WE ARE ALSO ABLE TO OFFER CLOTHING VOUCHERS TO WOMEN FROM OVER 25 AGENCIES WHO WORK WITH WOMEN IN NEED. ALL PROCEEDS FROM THE THRIFT SHOP SUPPORT THE MISSION OF ABBY'S HOUSE.ANNETTE RAFFERTY SURVIVE TO THRIVE (ARST) FUND:THROUGH A COLLABORATIVE APPLICATION PROCESS INVOLVING RESIDENTS OR SHELTER GUESTS AND THEIR ADVOCATES, THE ARST FUND PROVIDES EMERGENCY FUNDING TO COVER EXPENSES LIKE MEDICAL AND DENTAL NEEDS. THIS FUND ALSO HELPS TO BREAK THE CYCLE OF POVERTY BY PROVIDING FINANCIAL SUPPORT TO RESIDENTS AND SHELTER GUESTS FOR EDUCATION OR VOCATIONAL TRAINING WITH THE GOAL OF HELPING THEM TO BECOME FINANCIALLY SELF-SUFFICIENT. ADDITIONAL GRANTS ARE MADE TO COVER THE ESCALATING COSTS OF OBTAINING PERMANENT AND STABLE HOUSING, INCLUDING FIRST, LAST AND SECURITY PAYMENTS REQUIRED FOR MOVING IN TO AN APARTMENT. 1292141 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 11 0 31 1 0 0 0 0 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X X STEPHANIE PAGE EXECUTIVE DIRECTOR 5087565486 52 HIGH STREET WORCESTER MA 01609 PATRICIA MCKONE PRESIDENT 2.00 X X 0 0 0 MARY HERLIHY-KNITTLE TREASURER 2.00 X X 0 0 0 CHRISTINE JUDYCKI-CREPEAULT DIRECTOR 2.00 X 0 0 0 ANGELA TIVNAN CLERK 2.00 X X 0 0 0 IRIS J DELGADO DIRECTOR 1.00 X 0 0 0 ALAINA D OLSON DIRECTOR 1.00 X 0 0 0 CYNTHIA W PENDLETON DIRECTOR 1.00 X 0 0 0 KAREN SHARPE DIRECTOR 1.00 X 0 0 0 ANNE SYLVIA NYAMBURA VICE TREASURER 1.00 X X 0 0 0 PATRICIA DOHERTY ASSISTANT CLERK 2.00 X X 0 0 0 MARY J CHENAILLE DIRECTOR 1.00 X 0 0 0 ANN W STAMM DIRECTOR 1.00 X 0 0 0 ROBIN BOOTH DIRECTOR 1.00 X 0 0 0 ASHLEY BRANDIN DIRECTOR 1.00 X 0 0 0 STEPHANIE PAGE EXECUTIVE DIRECTOR 35.00 X 65077 0 13578 65077 0 13578 0 0 0 0 THE NARROW GATE ARCHITECTS 121 EAST BERKLEY STREET BOSTON MA 02218 ARCHITECT 199545 1 51091 2135279 260785 2186370 RENTAL INCOME 531110 462505 462505 462505 201 201 2000000 1903059 96941 96941 96941 29279 51091 3279 26000 26000 OTHER INCOME 900099 11324 11324 11324 2783341 473829 0 123142 131185 131185 84578 59204 12687 12687 621259 519934 51683 49642 64316 54592 4977 4747 58924 48486 5306 5132 9693 4310 5383 22913 22913 39085 39085 69602 68664 938 63073 47444 8274 7355 188934 185477 1410 2047 2483 2483 108180 104870 1774 1536 38331 34571 2769 991 PROGRAM SUPPLIES AND EX 28291 28291 INDIRECT COSTS OF FUND 9532 9532 STAFF TRAINING AND WORK 3150 2630 100 420 BAD DEBTS 1592 1592 1545121 1292141 119806 133174 628682 257261 415982 1302859 258996 437795 7007 1050243 1325989 20333 34366 1676419 1137392 2540358 539027 760966 772805 4632324 5720345 83930 93230 525 188520 676671 287300 761126 569050 X 3045213 3245061 825985 1906234 3871198 5151295 4632324 5720345 X 1238220 41877 X 0 1 X 1 0 X 903540 850241 1211168 1915335 2186370 7066654 903540 850241 1211168 1915335 2186370 7066654 406895 6659759 78 34 60 104 201 477 11324 11324 7078455 2122980 0.94080 0.95980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 11,324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87035 87035 1549189 1099292 449897 40195 38100 2095 539027 DEFERRED PRE-DEVELOPMENT COSTS 89524 BENEFICIAL INTEREST IN AGENCY FUND 683281 772805 X PART X, LINE 2: TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKE A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY ABBY'S HOUSE IS THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE FACT THAT CHANGES MAY RESULT FROM CLOSING OF STATUTE OF LIMITATIONS ON TAX RETURNS, NEW LEGISLATION, AND CLARIFICATION OF EXISTING LEGISLATION THROUGH GOVERNMENT PRONOUNCEMENTS, THE COURTS, AND THROUGH THE EXAMINATION PROCESS. FOR THE YEAR PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THESE EVALUATIONS. X X X X X X 1 SHARON S MCDONALD 39 DUCA DRIVE MARLBOROUGH MA 01752 CAPITAL CAMPAIGN CONSULTING 0 0 12730 0 COPLEY RAFF INC 233 NEEDHAM STREET SUITE 300 NEWTON MA 02454 CAPITAL CAMPAIGN CONSULTING 0 0 32000 0 44730 MA SPRINGTACULAR 44978 30048 14930 3279 HIP HIP HER RACE 27210 17361 9849 1 8182 3682 4500 80370 51091 29279 3279 3279 26000 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION HIRED CONSULTANTS TO HELP ADVISE AND MANAGE A CAPITAL CAMPAIGN. 1 RENTAL SUBSIDIES 61 122801 FMV THE DIFFERENCE BETWEEN THE MARKET RATES THAT COULD BE CHARGED FOR THE SQUARE-FOOTAGE AND THE ACTUAL RATES THE ORGANIZATION CHARGES. DIRECT CLIENT ASSISTANCE 115 8384 FMV VALUE OF GIFT CARDS, CLOTHING AND FOOD PROVIDED TO PROGRAM PARTICIPANTS PART I, LINE 2: THE ORGANIZATION IS THE LARGEST PROVIDER IN WORCESTER, MA OF AFFORDABLE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. THE ORGANIZATION WORKS WITH WOMEN WHO CANNOT AFFORD MARKET-RATE RENT AND DETERMINES HOW MUCH ASSISTANCE THEY NEED ON A CLIENT SPECIFIC BASIS TO ENSURE THEY CAN LIVE SAFELY AND COMFORTABLY. X 219560 THRIFT SHOP VALUE X 1 3294 FMV X 4 16070 FMV X PROGRAM SUPPLIES 0 12246 FMV X GIFT CARDS 385 9615 CASH VALUE 1 0 0 0 LAND AND BUILDING - 52 HIGH STREET, WORCESTER, MA 01609 2017-12-28 2000000 APPRAISAL 352612753 AKFH RENOVATIONS LLC 52 HIGH STREET WORCESTER MA 01609 PARTNERSHIP 0 0 0 0 FORM 990, SCHEDULE N, PAGE 2, PART II AS PART OF A $16 MILLION CAPITAL RENOVATION PROJECT AT 52 HIGH STREET, AS WAS REQUIRED TO FACILITATE VARIOUS TAX CREDIT AND INVESTOR EQUITY TRANSACTIONS, ABBY'S HOUSE SOLD THE LAND AND BUILDING TO AKFH RENOVATIONS, LLC FOR $2,000,000. THE SALE OF THE REAL ESTATE RESULTED IN A GAIN OF $96,941 FOR ABBY'S HOUSE, AND PURSUANT TO THE SALE, ABBY'S HOUSE HOLDS A MORTGAGE NOTE RECEIVABLE AND AKFH RENOVATIONS LLC CARRIES A CORRESPONDING DEBT IN THE AMOUNT OF $1,200,000. THE NOTE BEARS INTEREST AT THE ANNUAL RATE OF 2.64%, COMPOUNDED ANNUALLY, AND PAYABLE TO THE EXTENT OF AVAILABLE "NET CASH FLOW" AS DEFINED IN THE FIRST AMENDED AND RESTATED OPERATING AGREEMENT. AT PRESENT, ABBY'S HOUSE DOES NOT EXPECT THAT THE PROJECT WILL GENERATE EXCESS CASH FLOWS IN THE FUTURE; HOWEVER, INTEREST WILL BE ACCRUED ANNUALLY FOR THE 40-YEAR TERM OF THE PROMISSORY NOTE, MATURING DECEMBER 28, 2057. FORM 990, PART VI, SECTION B, LINE 11B WITH THE EXCEPTION OF SENSITIVE DONOR INFORMATION, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REQUIRES A DECLARATION FROM ALL BOARD MEMBERS AND SENIOR MANAGEMENT AS TO THE EXISTENCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. BOARD MEETING MINUTES WILL DOCUMENT THE DISCUSSION AND DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THIS REVIEW FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND 41,877. AKFH RENOVATIONS LLC 52 HIGH STREET WORCESTER MA 01069 352612753 LOW-INCOME HOUSING MA ABBEY KELLEY FOSTER HOUSE INC RELATED 0 1 0.00010 AKFH RENOVATIONS MM LLC 52 HIGH STREET WORCESTER MA 01069 823456359 LOW-INCOME HOUSING MA N/A C 0.50000 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 AKFH RENOVATIONS LLC D 2368928 NOTES AND ADVANCES RECEIVABLE AKFH RENOVATIONS LLC G 2000000 SALES PRICE