ROBERT F KENNEDY CHILDREN'S ACTION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT F KENNEDY CHILDREN'S ACTION (EIN 04-2457298)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201711359349304321
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:39:33-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042457298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT F KENNEDY CHILDREN'S ACTION | BusinessNameLine1Txt |
| Business Name Line2 | CORPS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6172274183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BEACON STREET SUITE 820 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN J KLEIN | PersonNm |
| Person Title | SR. VP & COO | PersonTitleTxt |
| Phone | 6172274183 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD P KELLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BEACON STREET SUITE 820 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,864,492 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RFKCHILDREN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SOCIAL SERVICES TO TROUBLED AND DISADVANTAGED YOUTHS | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 412 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,343,182 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,447,264 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,170,782 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,770,753 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $165,842 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,804 | PYOtherRevenueAmt |
| CY Other Revenue | -$74,193 | CYOtherRevenueAmt |
| PY Total Revenue | $18,606,831 | PYTotalRevenueAmt |
| CY Total Revenue | $20,309,666 | 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 | $13,923,573 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,020,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,199,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,388,285 | PYOtherExpensesAmt |
| CY Other Expenses | $5,565,606 | CYOtherExpensesAmt |
| PY Total Expenses | $19,311,858 | PYTotalExpensesAmt |
| CY Total Expenses | $19,586,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$705,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $723,101 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,528,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,475,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,669,745 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,172,977 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,858,456 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,302,779 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE RFK CHILDREN'S ACTION CORPS IS A NON-PARTISAN, NON-PROFIT LICENSED CHILD WELFARE AGENCY ESTABLISHED IN 1969 AS A LIVING MEMORIAL TO THE LATE SENATOR ROBERT KENNEDY WHO WAS PASSIONATE ABOUT CHILDREN. WE ARE COMMITTED TO ROBERT F. KENNEDY'S LEGACY OF UNWAVERING RESPONSIBILITY TO THE POOR AND DISADVANTAGED, RFK CHILDREN'S ACTION CORPS ADVOCATES FOR CHILDREN AND EMBRACES ALL SOCIAL, CULTURAL AND ETHNIC BACKGROUNDS IN ORDER TO BUILD HEALTHIER FAMILIES, MORE RESPONSIBLE CITIZENS, SAFER COMMUNITIES AND A MORE JUST SOCIETY FOR US ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,947,163 | ExpenseAmt |
| Revenue | $7,610,888 | RevenueAmt |
| Desc | LANCASTER 766 PROGRAM SERVES CHILDREN BETWEEN THE AGES OF 6 AND 18 WHO REQUIRE RESIDENTIAL SPECIAL EDUCATION SERVICES ON A LONG-TERM BASIS. SERVED 188 CLIENTS IN FY 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,456,677 | ExpenseAmt |
| Revenue | $1,706,054 | RevenueAmt |
| Desc | THE SOUTH HADLEY TREATMENT PROGRAM FOR GIRLS PROVIDES SECURE TREATMENT SERVICES TO GIRLS BETWEEN THE AGES OF 11 AND 21 WHO HAVE BEEN ADJUDICATED DELINQUENT BY THE COURTS AND HAVE BEEN REMANDED TO THE DEPARTMENT OF YOUTH SERVICES, THE COMMONWEALTH OF MASSACHUSETTS JUVENILE JUSTICE AGENCY. SERVED 37 CLIENTS IN FISCAL YEAR 2016. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,069,090 | ExpenseAmt |
| Revenue | $1,487,520 | RevenueAmt |
| Desc | THE ROBERT F. KENNEDY SCHOOL PROVIDES SECURE TREATMENT SERVICES TO BOYS BETWEEN THE AGES OF 11 AND 21 WHO HAVE BEEN ADJUDICATED DELINQUENT BY THE COURTS AND HAVE BEEN REMANDED TO THE DEPARTMENT OF YOUTH SERVICES, THE COMMONWEALTH OF MASSACHUSETTS JUVENILE JUSTICE AGENCY. SERVED 30 CLIENTS IN FISCAL YEAR 2016. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (12 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $681,469 | $881,091 | FAY ROTENBERG SCHOOL |
| $276,199 | $330,924 | NYPUM (NATIONAL YOUTH PROGRAM USING MINIBIKES) |
| $916,143 | $1,051,828 | EWT SCHOOL |
| $56,635 | $40,277 | COASA |
| $192,759 | $228,677 | DMC-DDAP |
| $254,833 | $168,811 | SUPPORT AND STABILIZATION |
| $1,055,956 | $1,311,066 | CAPE COD STARR |
| $495,040 | $575,680 | BRIGHT FUTURES ADOPTION CENTER |
| $984,920 | $125,700 | MODELS FOR CHANGE |
| $288,162 | $301,539 | DDAP - HAMPDEN COUNTY |
| $1,354,959 | $1,648,077 | LANCASTER APPROVED DAY SCHOOL |
| $39,332 | $11,000 | BOSTON HIGH RISK YOUTH NETWORK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,596,407 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,674,670 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,069,337 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 412 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | ALDEN WELLS VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172274183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BEACON STREET SUITE 820 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JULEE R BOLG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL E BOTTUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J BOYLE III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BRADY | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEITH P CARROLL | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL F CONNOLLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL COOK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE M FRIEDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E GERAGHTY | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN J HANCOCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE E HARRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE J HENDRICKS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM G HINDS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| INA R HOWARD-HOGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC J JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH P KENNEDY III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT KENNEDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL V LACAVA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYMAN LEGTERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD NED J LOUGHRAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY MCFARLAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN MCGOVERN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHAN M MORIKAWA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELYN W OATIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNY OUTLAW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN H PECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY SCHLESSINGER | |||||||
| CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY H SULLIVAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM L THORNTON MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS A WALLACE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WATSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA M WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WOODS | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEORGE H HUTT III | |||||||
| DIRECTOR (UNTIL FEB. 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R MACDONALD | |||||||
| DIRECTOR (UNTIL FEB. 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIAN J MCGOVERN | |||||||
| DIRECTOR (UNTIL FEB. 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY O'CONNELL | |||||||
| DIRECTOR (UNTIL APR. 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD P KELLY | |||||||
| CEO | 40.00 | $158,569 | $0 | $1,269 | Yes (X) | ||
| ALAN J KLEIN | |||||||
| SR. VP & COO | 40.00 | $127,873 | $0 | $27,875 | Yes (X) | ||
| CECILIA RODDY | |||||||
| VP & DIR. OF DEVELOPMENT | 40.00 | $107,742 | $0 | $28,649 | Yes (X) | ||
| ELLEN SOLOMITA | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $111,642 | $0 | $9,973 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $505,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,766 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LPM FRANCHISES | |||||
| 24 MAIN ST | MAYNARD | MA | 017542506 | FOOD SERVICE | $479,142 |
| DEVELOPMENT GUILD | |||||
| 233 HARVARD STREET 107 | BROOKLINE | MA | 02446 | DEVELOPMENT CONSULTATION | $145,107 |
| T-COM NETWORKS LLC | |||||
| 10 DRAPER ST UNIT 3 | WOBURN | MA | 01801 | TECHNICAL SUPPORT | $130,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $560,626 | FundraisingAmt |
| All Other Contributions | $1,886,638 | AllOtherContributionsAmt |
| Noncash Contributions | $322,128 | NoncashContributionsAmt |
| Total Contributions | $2,447,264 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,770,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,770,753 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,770,753 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,112 | TotalRevenueColumnAmt |
| Exclusion | $43,112 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $455,716 | SecuritiesAmt |
| Other | $70,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $368,166 | SecuritiesAmt |
| Other | $34,820 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,550 | SecuritiesAmt |
| Other | $35,180 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,730 | TotalRevenueColumnAmt |
| Exclusion | $122,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,647 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $560,626 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $151,840 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,193 | TotalRevenueColumnAmt |
| Exclusion | -$74,193 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,309,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,770,753 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,649 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,840 | TotalAmt |
| Program Services | $152,618 | ProgramServicesAmt |
| Management And General | $127,124 | ManagementAndGeneralAmt |
| Fundraising | $34,098 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,328,924 | TotalAmt |
| Program Services | $9,883,045 | ProgramServicesAmt |
| Management And General | $1,012,103 | ManagementAndGeneralAmt |
| Fundraising | $433,776 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,218 | TotalAmt |
| Program Services | $1,037,019 | ProgramServicesAmt |
| Management And General | $172,889 | ManagementAndGeneralAmt |
| Fundraising | $33,310 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,977 | TotalAmt |
| Program Services | $992,840 | ProgramServicesAmt |
| Management And General | $105,430 | ManagementAndGeneralAmt |
| Fundraising | $36,707 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,405 | TotalAmt |
| Program Services | $294,781 | ProgramServicesAmt |
| Management And General | $102,624 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,548 | TotalAmt |
| Management And General | $19,548 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,600 | TotalAmt |
| Management And General | $93,600 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,439 | TotalAmt |
| Program Services | $29,030 | ProgramServicesAmt |
| Management And General | $69,301 | ManagementAndGeneralAmt |
| Fundraising | $139,108 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,421 | TotalAmt |
| Program Services | $571,943 | ProgramServicesAmt |
| Management And General | $18,214 | ManagementAndGeneralAmt |
| Fundraising | $291,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,070 | TotalAmt |
| Management And General | $111,070 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,168 | TotalAmt |
| Program Services | $1,161,829 | ProgramServicesAmt |
| Management And General | $71,255 | ManagementAndGeneralAmt |
| Fundraising | $158,084 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,984 | TotalAmt |
| Program Services | $628,863 | ProgramServicesAmt |
| Management And General | $246,369 | ManagementAndGeneralAmt |
| Fundraising | $4,752 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,841 | TotalAmt |
| Program Services | $335,019 | ProgramServicesAmt |
| Management And General | $3,922 | ManagementAndGeneralAmt |
| Fundraising | $1,900 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,173 | TotalAmt |
| Program Services | $16,716 | ProgramServicesAmt |
| Management And General | $27,917 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT CONSUMABLES | $864,086 | $856,579 | $7,507 | |
| NON-REIMBURSABLE | $86,110 | $9,461 | $71,649 | $5,000 |
| STAFF DEVELOPMENT | $81,648 | $23,481 | $57,667 | $500 |
| EDUCATIONAL SUPPLIES | $30,907 | $30,907 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,206 | TotalAmt |
| Program Services | $45,206 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,586,565 | TotalAmt |
| Program Services | $16,069,337 | ProgramServicesAmt |
| Management And General | $2,318,189 | ManagementAndGeneralAmt |
| Fundraising | $1,199,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,942 | BOYAmt |
| EOY | $527,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,799 | BOYAmt |
| EOY | $1,046,807 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,813 | BOYAmt |
| EOY | $1,975,661 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,922 | BOYAmt |
| EOY | $104,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,042,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,310,270 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,958,685 | BOYAmt |
| EOY | $5,732,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,247 | BOYAmt |
| EOY | $2,106,037 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,929 | BOYAmt |
| EOY | $13,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,864 | BOYAmt |
| EOY | $968,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,528,201 | BOYAmt |
| EOY | $12,475,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,047,689 | BOYAmt |
| EOY | $1,832,546 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,012 | BOYAmt |
| EOY | $103,288 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,128,736 | BOYAmt |
| EOY | $3,988,736 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,349 | BOYAmt |
| EOY | $8,801 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,120 | BOYAmt |
| EOY | $39,496 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,839 | BOYAmt |
| EOY | $1,200,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,669,745 | BOYAmt |
| EOY | $7,172,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,016,584 | BOYAmt |
| EOY | $2,978,909 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,841,872 | BOYAmt |
| EOY | $2,323,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,858,456 | BOYAmt |
| EOY | $5,302,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,528,201 | BOYAmt |
| EOY | $12,475,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $723,101 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$268,271 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,373,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,725,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,343,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,455,776 | CurrentTaxYearAmt |
| Total | $9,985,439 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,373,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,725,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,343,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,455,776 | CurrentTaxYearAmt |
| Total | $9,985,439 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,483,993 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,501,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,112 | CurrentTaxYearAmt |
| Total | $546,234 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,647 | CurrentTaxYearAmt |
| Total | $363,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,894,766 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $81,839,121 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | EXPENSES INCURRED FROM LOBBYING LEGISLATORS FOR PROGRAM SPECIFIC EARMARKS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,977,776 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $111,531 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $305,918 | OtherExpendituresAmt |
| End Year Balance | $1,783,389 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,939,147 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,629 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,977,776 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,729,767 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $209,380 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,939,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,595,836 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $133,931 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,729,767 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,523,988 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,848 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,595,836 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,040,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,782,108 | DepreciationAmt |
| Book Value | $5,258,276 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $882,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $708,469 | DepreciationAmt |
| Book Value | $174,081 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,911,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,819,693 | DepreciationAmt |
| Book Value | $91,460 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,638 | OtherCostOrOtherBasisAmt |
| Book Value | $208,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,732,455 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $911,087 |
| DEPOSITS | $21,861 |
| CLOSING COSTS | $35,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $968,594 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP AGREEMENT | Desc |
| Amt | $1,200,110 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,200,110 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,182,728 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,507 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$268,271 | OtherRevenueAmt |
| Revenue Not Reported | -$278,778 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,461,506 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$151,840 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$151,840 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,309,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,738,405 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $151,840 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $151,840 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,586,565 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,586,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE AGENCY HOLDS SMALL AMOUNTS OF MONEY IN ESCROW AS PART OF ITS ADOPTION SERVICE. THIS MONEY IS PROVIDED BY THE ADOPTING PARENTS AND IS USED FOR THE PREGNANT MOTHERS AND UNBORN CHILDREN'S NEEDS DURING THE PREGNANCY. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE FOR THE USE OF THE ORGANIZATION'S OPERATIONS WHICH ARE IN FURTHERANCE OF ITS EXEMPT PURPOSE. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2016 AND 2015. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT -268,271. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B -151,840. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B 151,840. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEGACY EVENT (AWARDS DINNER) | Event1Nm |
| Gross Receipts Event1 | $253,651 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $202,599 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,052 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,842 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $51,052 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,054 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $250,072 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $223,477 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,595 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $15,088 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $38,476 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,507 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,412 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $134,550 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $134,550 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,409 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $638,273 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $560,626 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,647 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $15,088 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $52,318 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $62,559 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,875 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $151,840 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$74,193 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD P KELLY | ||||||||||||||
| CEO | $157,103 | $0 | $0 | $0 | $1,466 | $0 | $0 | $0 | $1,269 | $0 | $159,838 | $0 | $0 | $0 |
| ALAN J KLEIN | ||||||||||||||
| SR. VP & COO | $127,111 | $0 | $0 | $0 | $762 | $0 | $0 | $0 | $27,875 | $0 | $155,748 | $0 | $0 | $0 |
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 | 043431814 | BondIssuerEIN |
| CUSIP | 57584MDAO | CUSIPNum |
| Bond Issued | 2005-05-01 | BondIssuedDt |
| Issue Price | $5,100,000 | IssuePriceAmt |
| Purpose | CONSTRUCT RESIDENTIAL FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $991,264 | RetiredAmt |
| Total Proceeds | $5,100,000 | TotalProceedsAmt |
| In Reserve Fund | $62,500 | InReserveFundAmt |
| Issuance Costs From Proceeds | $25,500 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,010,291 | CapitalExpendituresAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| 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 Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| 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
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,898 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $230,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,123 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ASSORTED GIFTS | 127 | $73,190 | FMV |
| Yes (X) | FURNITURE & EQUIPMENT | 4 | $5,999 | FMV |
| Yes (X) | TICKETS | 12 | $5,224 | FMV |
| Yes (X) | GIFT CARDS | 22 | $3,445 | FMV |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOSEPH P. KENNEDY, III AND MATT KENNEDY HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY MANAGEMENT. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF THE FORM 990 IS EMAILED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW. ANY COMMENTS ARE ADDRESSED AND THE FINAL FORM 990 IS REDISTRIBUTED TO THE FULL BOARD, IF NECESSARY, AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | A RELATED PARTY QUESTIONNAIRE WAS PROVIDED TO THE BOARD OF DIRECTORS ANNUALLY. AFTER COMPLETION THE QUESTIONNAIRES ARE REVIEWED BY THE FISCAL DEPARTMENT. IF ANY CONFLICTS OR POTENTIAL CONFLICTS ARISE THE PERSONS INVOLVED ARE QUESTIONED. |
| FORM 990, PART VI, SECTION B, LINE 15A | CURRENTLY, AN ONLINE COMPARISON IS MADE WITH AGENCIES OF SIMILAR SIZE AND MISSION AND A REVIEW OF FORM 990'S OF SIMILARLY SITUATED LOCAL ORGANIZATIONS IS DONE TO ENABLE THE BOARD TO MAKE REASONABLE COMPENSATION DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT -268,271. |
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