2018-02-15T17:06:34-06:00 2017-09-30 043173778 SHAHEEN PALLONE & ASSOCIATES PC 861 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2016-10-01 042104054 FAMILY SERVICES OF THE MERRIMACK VALLEY FAMI 9783276600 430 NORTH CANAL STREET LAWRENCE MA 01840 RICHARD HAAK JR TREASURER 9783276600 2018-02-10 1 JOHN M PALLONE P00063781 9786867200 2018-02-10 155.212.11.95 2018-02-10 13:39:44 ES P 58AF2F1C91D9631027E096196C2E2C9981DECB62 58AF2F1C91D9631027E096196C2E2C9981DECB62 2016 2021-01-29 14:40:06Z RICHARD HAAK JR 430 NORTH CANAL ST LAWRENCE MA 01840 4534521 0 X WWW.FSMV.ORG X 1859 MA CHILD WELFARE, PARENT ED, YOUTH DEVELOP/MENTORING, EAP, MENTAL HEALTH TREATMENT & SUICIDE PREVENTION 16 16 111 354 0 0 3212406 3239813 898385 1103415 15749 9437 163930 160598 4290470 4513263 0 0 0 0 2931628 3185530 0 0 168728 1227430 1249147 4159058 4434677 131412 78586 1437512 1592663 260424 311226 1177088 1281437 X FAMILY SERVICES HELPS PEOPLE HELP THEMSELVES BY BUILDING SKILLS, INCREASING KNOWLEDGE, AND PROVIDING OPPORTUNITIES THAT ENABLE INDIVIDUALS AND FAMILIES TO LIVE POSITIVE AND PRODUCTIVE LIVES. 0 0 1150300 996560 CLINICAL SERVICES: FAMILY SERVICES OPERATES A STATE-LICENSED MENTAL HEALTH CLINIC THAT PROVIDES PROFESSIONAL TREATMENT TO INDIVIDUALS, FAMILIES AND COUPLES. CLINICAL SERVICES ALSO INCLUDE THERAPEUTIC MENTORING AND IN-HOME THERAPY. CLIENTS SERVED: APPROX 363. 730901 250 YOUTH SERVICES: YOUTH DEVELOPMENT PROGRAMS INCLUDE COMMUNITY AND SCHOOL BASED MENTORING, TEENAGE PREGNANCY PREVENTION CASE MANAGEMENT AND CURRICULUM, AS WELL AS LEADERSHIP DEVELOPMENT FOR AT RISK YOUNG PEOPLE AGES 12 - 18. CLIENTS SERVED: APPROX. 1,823. 586423 250 LAWRENCE/METHUEN COMMUNITY COALITION: PROVIDES RESIDENTS WITH ACCESS TO SERVICES THAT FOSTERS AND PRESERVES THE HEALTH, SAFETY AND WELL-BEING OF INDIVIDUALS AND FAMILIES THROUGH THE PREVENTION OF CHILD MALTREATMENT, DOMESTIC AND FAMILY VIOLENCE AND SUBSTANCE ABUSE. CLIENTS SERVED: APPROX. 1,270. 534741 18376 FAMILY SERVICES: PROVIDES GROUP CLASSES AND CASE MANAGEMENT TO PARENTS SEEKING TO RAISE HEALTHY CHILDREN. SERVICES INCLUDE THOSE TARGETED TO TEEN PARENTS, DIVORCING PARENTS AND OTHER VULNERABLE FAMILIES. CLIENTS SERVED: APPROX. 544. 479984 1000 FAMILY RESOURCE CENTER: PROVIDES ASSESSMENT AND FAMILY SUPPORT PLANNING, PARENTING CLASSES, PEER TO PEER SUPPORT GROUPS, LIFE SKILLS WORKSHOPS, CULTURAL AND COMMUNITY SERVICES ACTIVITIES TO FAMILIES AND SPECIALIZED SERVICES FOR FAMILIES RAISING ADOLESCENTS. CLIENTS SERVED: APPROX. 1,238. 119753 2350 CRISIS SERVICES: PROVIDES SAMARITANS CRISIS HOTLINE, OUTREACH AND EDUCATION, POSTVENTION VISITS AND TRAINING FOR INDIVIDUALS WHO HAVE FREQUENT CONTACT WITH HIGH RISK POPULATIONS. CLIENTS SERVED: APPROX. 1,814. 57773 84629 EMPLOYEE ASSISTANCE: PROVIDES ASSESSMENT, REFERRAL & SHORT TERM FAMILY COUNSELING AS WELL AS CONSULTATION AND TRAINING FOR EMPLOYERS AND CRISIS INTERVENTION. COVERING 4,050 EMPLOYERS. CLIENT SERVED: APPROX. 485. 98416 UNCOMMON THREADS: PROVIDES USED CLOTHING AND VOLUNTEER STYLISTS TO IMPROVE THE SELF-ESTEEM AND JOB READINESS OF WOMEN WHO ARE DOMESTIC VIOLENCE SURVIVORS, DISABLED WOMEN, WOMEN IN RECOVERY, FEMALE VETERANS AND LOW INCOME WOMEN. CLIENT SERVED: APPROX. 150. 43764 ELDER SERVICES: PROVIDES DIRECT OUTREACH TO ELDERS & THEIR FAMILIES, CONDUCT PROGRAMS IN LONGTERM CARE, SUPPORT GROUPS, AND GRIEF COUNSELING. CLIENTS SERVED: APPROX. 288. 1334431 106355 3802055 1 1 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 0 0 1 40 0 111 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X ELIZABETH SWEENEY 9783276637 430 NORTH CANAL STREET LAWRENCE MA 01840 TAD BICKFORD PRESIDENT 2.00 X X 0 0 0 KEVIN REID VICE PRESIDENT & HUMAN RESOURCE CHAIR 2.00 X X 0 0 0 RICHARD HAAK JR TREASURER 2.00 X X 0 0 0 SCOTT WEISENHOFF ASSISTANT TREASURER 2.00 X X 0 0 0 JOANNE Q ROBERTS SECRETARY 2.00 X X 0 0 0 GARY SIDELL ASSISTANT SECRETARY 2.00 X X 0 0 0 LOUANN BASILLIO OFFICER AT-LARGE 1.00 X X 0 0 0 JUDITH HOLT DIRECTOR 1.00 X 0 0 0 CARLOS BIELICKI DIRECTOR 1.00 X 0 0 0 RICHARD BLAIN DIRECTOR 1.00 X 0 0 0 DEBBY BRIGGS DIRECTOR 1.00 X 0 0 0 STEPHEN DESALVO DIRECTOR 1.00 X 0 0 0 KURT MITTELSTAEDT DIRECTOR 1.00 X 0 0 0 KERIN PINTZOPOULOS DIRECTOR 1.00 X 0 0 0 CAROL REID DIRECTOR 1.00 X 0 0 0 GREGORY SHAW DIRECTOR 1.00 X 0 0 0 ELIZABETH SWEENEY CHIEF EXECUTIVE OFFICER 40.00 X 106565 0 14729 106565 0 14729 1 0 0 0 CYNXSURE 1 WALL STREET HUDSON NH 03051 COMPUTER SERVICES 102852 1 49879 2324261 865673 75018 3239813 COUNSELING FEES 624100 1103415 1103415 1103415 9437 9437 181856 21258 160598 160598 4513263 1103415 0 170035 116739 22353 80813 13573 2621398 2315123 217857 88418 33183 28327 3620 1236 168728 144040 18403 6285 245482 209561 26777 9144 20600 20600 99504 80063 9522 9919 126669 122349 3220 1100 107482 105498 1599 385 30536 27885 449 2202 40043 34183 4368 1492 23353 19937 2546 870 PROGRAM SUPPLIES 343368 298068 23545 21755 CONSULTATION 257205 231888 19261 6056 COMPUTER CONSULTANT 102851 89743 9771 3337 REPAIRS AND MAINTENANCE 46407 41466 3683 1258 51129 31571 17860 1698 4434677 3802055 463894 168728 248658 330098 273174 294236 56630 80101 16885 54014 938580 419429 562235 519151 279930 315063 1437512 1592663 242270 271905 18154 39321 260424 311226 X 947790 1028057 147874 171956 81424 81424 1177088 1281437 1437512 1592663 X 78586 28805 -3042 X 0 1 X 1 1 1 X 1876030 1643784 2350716 3212406 3239813 12322749 1876030 1643784 2350716 3212406 3239813 12322749 12322749 10777 7182 10129 15749 9437 53274 12376023 2369582 0.99570 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 237274 37048 3003 271319 228213 13132 4071 237274 233617 -1046 4358 228213 212918 24912 4213 233617 191766 25246 4094 212918 0.51670 0.30010 0.18320 0 0 109635 109635 670826 308920 361906 158119 110509 47610 519151 X 4569326 28805 6000 21258 56063 4513263 0 4513263 4464977 6000 24300 30300 4434677 0 4434677 PART X, LINE 2: FAMILY SERVICES OF THE MERRIMACK VALLEY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MANAGEMENT HAS DETERMINED THAT ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. UNDER THESE STANDARDS, AN ORGANIZATION IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION HAS EVALUATED ITS SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2017, 2016, 2015, AND 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING INCOME IS NOT REDUCED BY DIRECT FUNDRAISING EXPENSES ON FINANCIAL STATEMENTS 21,258. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ON FINANCIAL STATMEMENTS INCLUDE DIRECT FUNDRAISING EXPENSES 21,258. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 3,042. DINNER DANCE 120073 120073 500 16977 BOWLING 61783 61783 1339 2442 181856 181856 1839 19419 21258 160598 HOWE INSURANCE AGENCY EMPLOYEE OF ORGANIZATION IS PART OWNER 29659 IN THE NORMAL COURSE OF ITS OPERATIONS, THE ORGANIZATION ENTERS INTO CERTAIN TRANSACTIONS WITH RELATED PARTIES. FOR THE YEAR ENDED SEPTEMBER 30, 2017, THE ORGANIZATION PURCHASED BUSINESS AND LIABILITY INSURANCE COSTING $29,659 THROUGH AN INSURANCE AGENCY WHICH IS OWNED BY AN EMPLOYEE OF THE ORGANIZATION AND HER FAMILY MEMBERS. SUCH TRANSACTIONS WERE ENTERED INTO ON TERMS WHICH WERE SUBSTANTIALLY THE SAME AS THOSE THAT WOULD HAVE BEEN ENTERED INTO AT THE TIME WITH UNRELATED PARTIES. 0 X 73518 THRIFT SHOP VALUE X EQUIPMENT 3 1500 THRIFT SHOP VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A PDF FILE OF FORM 990 IS SENT OUT TO BOARD MEMBERS FOR THEIR REVIEW. FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE AND SIGNED BY THE TREASURER OF THE BOARD. THE FINANCE COMMITTEE REVIEWS ANY COMMENTS RECEIVED FROM THE BOARD REGARDING FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REVIEWS AND UPDATES CONFLICT OF INTEREST FORMS ANNUALLY FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEW COMPARABLE 990'S FROM OTHER NON-PROFIT ORGANIZATIONS AS WELL AS REVIEWING THE MASS COUNCIL SALARY STUDY WHEN SETTING THE CHIEF EXECUTIVE OFFICER'S SALARY. THE CHIEF EXECUTIVE OFFICER'S CONTRACT IS THEN REVIEWED AND VOTED ON BY THE FULL BOARD OF DIRECTORS. ONCE THE CONTRACT IS PASSED, THE EXECUTIVE COMMITTEE MEMBERS SIGN OFF ON THE CHIEF EXECUTIVE OFFICER'S CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 ALL THESE STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE LOCATED IN LAWRENCE, MASSACHUSETTS FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -3,042.