VALLEY OPPORTUNITY COUNCIL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY OPPORTUNITY COUNCIL INC (EIN 04-2692763)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-16
- IRS object ID
- 201810479349301351
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-16T15:48:01-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 BOBALA RD | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042692763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY OPPORTUNITY COUNCIL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 4135521554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HIGH STREET | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN HUNTLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4135521554 | PhoneNum |
| Signature | 2018-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY GAINES | PreparerPersonNm |
| PTIN | P01245615 | PTIN |
| Phone | 4135363970 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.21.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-16 | IPDt |
| IP Tm | 16:46:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 164D553816731331584ABC90ABC0E3E97463FA07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6A38E16272A5CE120D04A8B3AC4BAACF4633009 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN HUNTLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MOUNT CARMEL AVENUE | AddressLine1Txt |
| City | CHICOPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,811,195 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VALLEYOPP.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | FEDERALLY DESIGNATED COMMUNITY ACTION AGENCY | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 446 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $95,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,822 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,581,919 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,401,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$112,897 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,640 | PYOtherRevenueAmt |
| CY Other Revenue | $304,146 | CYOtherRevenueAmt |
| PY Total Revenue | $29,609,604 | PYTotalRevenueAmt |
| CY Total Revenue | $29,796,453 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,023,956 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,401,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,748,874 | PYOtherExpensesAmt |
| CY Other Expenses | $20,105,560 | CYOtherExpensesAmt |
| PY Total Expenses | $28,772,830 | PYTotalExpensesAmt |
| CY Total Expenses | $29,507,334 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $836,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $289,119 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,166,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,661,494 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,090,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,279,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,075,495 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,381,718 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ELIMINATING POVERTY BY PROVIDING THE OPPORTUNITY FOR OUR LOW AND MODERATE INCOME NEIGHBORS, FAMILIES, AND FRIENDS IN THE GREATER HAMPDEN COUNTY AREA TO ACHIEVE GREATER INDEPENDENCE AND A HIGHER QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,727,666 | ExpenseAmt |
| Revenue | $9,727,666 | RevenueAmt |
| Desc | VOC BROKERS THE FUEL ASSISTANCE FUNDS TO ELIGIBLE FAMILIES IN ALLOF HAMPDEN COUNTY EXCLUDING SPRINGFIELD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,793,562 | ExpenseAmt |
| Revenue | $8,622,849 | RevenueAmt |
| Desc | VOC OPERATES SIX CHILD CARE CENTERS IN HOLYOKE AND CHICOPEE. OURGOAL IS TO ASSIST PARENTS WHO ARE WORKING, IN TRAINING LEADING TOEMPLOYMENT, OR HAVE OTHER SPECIAL NEEDS. WE PROVIDE A COMPLETEEDUCATION PROGRAM, MEALS, AND OPPORTUNITIES FOR PARENTINVOLVEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,101,817 | ExpenseAmt |
| Revenue | $4,160,286 | RevenueAmt |
| Desc | VOC'S WOMEN, INFANTS, AND CHILDREN (WIC) PROGRAM PROVIDESINFORMATION AND VOUCHERS FOR FREE HEALTHY FOODS TO ELIGIBLEFAMILIES. WHEN APPROPRIATE, WIC ASSISTS PARTICIPANTS TO MAKENUTRITION CHANGES IN A MANNER THAT WILL RESULT IN IMPROVED HEALTHFOR THE ENTIRE FAMILY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,012,271 | ExpenseAmt |
| Revenue | $7,180,241 | RevenueAmt |
| Desc | VOC IS A COMMUNITY ACTION OGANIZATION PROVIDING PROGRAMS FOR THE ELDERLY AND CHILDREN INCLUDING HEALTH AND EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,012,271 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,180,241 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,635,316 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 157 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 446 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN JABLONSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135521554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MOUNT CARMEL AVENUE | AddressLine1Txt |
| City | CHICOPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAY REYNOLDS | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY SCHWARTZ | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANA RODRIGUEZ | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEFANY ESCOBAR-GARCIA | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY SOTO | ||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA HEISLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MASSE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MURRAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SPRADLEY JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOLENE MONFETTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M HALE JD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ZUZANNA ZALUGA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH PARSONS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARLINE CHARETTE-STRANGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLADYS SUERO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MELENDEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN GILBURG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN HUNTLEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $141,751 | $0 | $9,966 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAROIS CONSTRUCTION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 OLD LYMAN ROAD | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $618,740 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,353 | FederatedCampaignsAmt |
| All Other Contributions | $56,469 | AllOtherContributionsAmt |
| Noncash Contributions | $27,903 | NoncashContributionsAmt |
| Total Contributions | $68,822 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES AND CONTRACTS FROM GOV. AGEN | 900099 | $27,070,217 | $27,070,217 |
| RENTAL INCOME | 900099 | $1,575,604 | $1,575,604 |
| TRANSPORTATION FEES | 900099 | $755,817 | $755,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,401,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,589 | TotalRevenueColumnAmt |
| Exclusion | $36,589 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,742 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,742 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPER FEE | 900099 | $263,632 | $263,632 |
| ADVERTISING | 900099 | $19,200 | $19,200 |
| FORGIVENESS OF DEBT | 900099 | $18,000 | $18,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,314 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $304,146 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,796,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,691,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,589 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,332 | TotalAmt |
| Program Services | $73,365 | ProgramServicesAmt |
| Management And General | $78,967 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,632,834 | TotalAmt |
| Program Services | $7,327,061 | ProgramServicesAmt |
| Management And General | $305,773 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,352 | TotalAmt |
| Program Services | $149,798 | ProgramServicesAmt |
| Management And General | $10,554 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,908 | TotalAmt |
| Program Services | $556,201 | ProgramServicesAmt |
| Management And General | $25,707 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,348 | TotalAmt |
| Program Services | $841,121 | ProgramServicesAmt |
| Management And General | $33,227 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,830 | TotalAmt |
| Management And General | $7,830 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,825 | TotalAmt |
| Management And General | $52,825 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,207 | TotalAmt |
| Program Services | $19,207 | ProgramServicesAmt |
| Management And General | $11,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,778 | TotalAmt |
| Program Services | $504,147 | ProgramServicesAmt |
| Management And General | $24,631 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,873 | TotalAmt |
| Program Services | $52,248 | ProgramServicesAmt |
| Management And General | $27,625 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,111 | TotalAmt |
| Program Services | $1,386,472 | ProgramServicesAmt |
| Management And General | $51,639 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,428 | TotalAmt |
| Program Services | $71,335 | ProgramServicesAmt |
| Management And General | $4,093 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,430 | TotalAmt |
| Program Services | $116,430 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,624 | TotalAmt |
| Program Services | $449,624 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,444 | TotalAmt |
| Program Services | $8,892 | ProgramServicesAmt |
| Management And General | $6,552 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROVISION MATERIAL GOOD | $12,315,355 | $12,315,355 | |
| CLIENTS AND CAREGIVERS | $3,151,894 | $3,151,894 | |
| CLIENT TRANSPORTATION | $786,724 | $786,724 | |
| MEALS | $407,645 | $393,890 | $13,755 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,392 | TotalAmt |
| Program Services | $431,552 | ProgramServicesAmt |
| Management And General | $217,840 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,507,334 | TotalAmt |
| Program Services | $28,635,316 | ProgramServicesAmt |
| Management And General | $872,018 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60 | BOYAmt |
| EOY | $60 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,383 | BOYAmt |
| EOY | $2,001,539 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,736,924 | BOYAmt |
| EOY | $1,526,262 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,427 | BOYAmt |
| EOY | $82,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,131,266 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,368,120 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,152,816 | BOYAmt |
| EOY | $8,763,146 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,500 | BOYAmt |
| EOY | $66,604 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,770 | BOYAmt |
| EOY | $2,029 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,140 | BOYAmt |
| EOY | $1,219,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,166,020 | BOYAmt |
| EOY | $13,661,494 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,602,286 | BOYAmt |
| EOY | $1,239,799 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,628 | BOYAmt |
| EOY | $1,043,455 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,250 | BOYAmt |
| EOY | $1,417,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,680 | BOYAmt |
| EOY | $3,552,377 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,681 | BOYAmt |
| EOY | $26,645 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,090,525 | BOYAmt |
| EOY | $7,279,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,495 | BOYAmt |
| EOY | $6,381,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,495 | BOYAmt |
| EOY | $6,381,718 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,166,020 | BOYAmt |
| EOY | $13,661,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $289,119 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,822 | CurrentTaxYearAmt |
| Total | $434,242 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,167,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,317,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,003,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,581,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,401,638 | CurrentTaxYearAmt |
| Total | $151,473,086 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,238,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,394,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,125,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,677,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,470,460 | CurrentTaxYearAmt |
| Total | $151,907,328 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $151,907,328 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$112,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,847 | CurrentTaxYearAmt |
| Total | $73,339 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$112,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,847 | CurrentTaxYearAmt |
| Total | $73,339 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,146 | CurrentTaxYearAmt |
| Total | $482,342 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,340,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,496,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,220,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,609,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,796,453 | CurrentTaxYearAmt |
| Total | $152,463,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III LINE 12 - OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | 2012 - MISCELLANEOUS INCOME $43,608 2013 - MISCELLANEOUS INCOME $44,243 2014 - MISCELLANEOUS INCOME $45,705 2015 - MISCELLANEOUS INCOME $44,640 2016 - DEVELOPER FEE $263,632 2016 - FORGIVENESS OF DEBT $18,000 2016 - MISCELLANEOUS INCOME $22,514 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $780,990 | OtherCostOrOtherBasisAmt |
| Book Value | $780,990 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,671,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,245,783 | DepreciationAmt |
| Book Value | $6,426,103 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $332,935 | DepreciationAmt |
| Book Value | $217,773 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $888,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $849,926 | DepreciationAmt |
| Book Value | $38,410 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,239,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $939,476 | DepreciationAmt |
| Book Value | $1,299,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,763,146 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $19,344 |
| DEFERRED EXPENSES | $72,460 |
| CONSTRUCTION IN PROGRESS | $567,755 |
| DUE FROM AFFILIATE | $33,975 |
| DEVELOPER FEE DUE FROM CABOTVILLE COMMON LIMITED PARTNERSHIP | $393,767 |
| DEVELOPER FEE DUE FROM KENDALL APARTMENTS LLC | $131,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,219,117 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS WITHOLDINGS | Desc |
| Amt | $26,645 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,645 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN HUNTLEY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $141,751 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,966 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,717 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043438140 | BondIssuerEIN |
| Bond Issued | 2007-06-01 | BondIssuedDt |
| Issue Price | $2,835,000 | IssuePriceAmt |
| Purpose | BUILDING ACQUISITION & REHABILITATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $2,835,000 | TotalProceedsAmt |
| Capital Expenditures | $2,835,000 | CapitalExpendituresAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD AND SUPPLIES | 1 | $23,543 | VALUE AT DONATION |
| Yes (X) | TRANSPORTATION | 1 | $4,360 | MILEAGE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990 THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR APPROVAL PRIOR TO THE FORM 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO KEY EMPLOYEES AND BOARD MEMBERS TO READ AND SIGN OFF ON THE POLICY. OFFICERS AND DIRECTORS ABSTAIN FROM VOTING ON ITEMS THAT MAY BE INTERPRETED AS A CONFLICT OF INTEREST. DISCLOSURE IS MADE IN THE AUDITED FINANCIAL STATEMENTS OF ANY RELATED PARTY TRANSACTIONS. THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ON AN ON-GOING BASIS THROUGH OUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION OF EXECUTIVE DIRECTOR AN ANNUAL PERFORMANCE EVALUATION IS PERFORMED BY THE PERSONNEL COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. HUMAN RESOURCES PERFORMS A SALARY SURVEY OF SIMILAR EXECUTIVE DIRECTOR SALARIES IN THE AREA. THE COMMITTEES THEN RECOMMEND A SALARY, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DISCLOSURE OF GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY. THE UNIFORM FINANCIAL REPORT IS ALSO MADE AVAILABLE TO THE PUBLIC ON THE OPERATIONAL SERVICES DIVISION'S (OSD) WEBSITE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| CABOTVILLE COMMON LIMITED PARTNER LLC | |||||||||
| 300 HIGH STREET | HOLYOKE | MA | 01040 | 461615661 | LOW INCOME HOUSING | MA | -$377,288 | $1,355,219 | N/A |
| KENDALL APARTMENTS LLC | |||||||||
| 300 HIGH STREET | HOLYOKE | MA | 01040 | 813458141 | LOW INCOME HOUSING | MA | $0 | $0 | N/A |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CABOTVILLE COMMON LIMITED PARTNERSHIP | |||||||||||||
| 300 HIGH STREET | HOLYOKE | MA | 01040 | 043331253 | LOW INCOME HOUSING | MA | N/A | RELATED | -$352,544 | -$2,885,670 | 0 | Yes (1) | 1.00000 |
| KENDALL HOUSING LIMITED PARTNERSHIP | |||||||||||||
| 35 MT CARMEL AVENUE | CHICOPEE | MA | 01013 | 043205023 | LOW INCOME HOUSING | MA | N/A | RELATED | -$11,240 | 0 | Yes (1) | 1.00000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CABOTVILLE COMMON INC | ||||||||||||
| 300 HIGH STREET | HOLYOKE | MA | 01040 | 043302086 | REAL ESTATE DEVELOPMENT | MA | N/A | C | -$616 | -$48,128 | 1.00000 | 0 |
| KENDALL HOUSING INC | ||||||||||||
| 35 MT CARMEL AVENUE | CHICOPEE | MA | 01013 | 043205019 | REAL ESTATE DEVELOPMENT | MA | N/A | C | -$513 | 1.00000 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CABOTVILLE COMMON LIMITED PARTNERSHIP | ||
| D | $393,767 | FAIR VALUE |
| KENDALL HOUSING LIMITED PARTNERSHIP | ||
| D | $131,816 | FAIR VALUE |
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