2017-09-15T13:05:38-05:00 2016-10-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2015-11-01 042401111 MONTACHUSETT OPPORTUNITY COUNCIL INC MONT 9783457040 601 RIVER STREET FITCHBURG MA 01420 KEVIN REED EXECUTIVE DIRECTOR 9783457040 2017-09-15 1 RAYMOND L ANSTISS JR P00142883 9784522500 2017-09-14 2015 2021-01-29 14:40:06Z X KEVIN REED 601 RIVER STREET FITCHBURG MA 01420 17577245 0 X WWW.MOCINC.ORG X 1966 MA ALLEVIATE POVERTY, PROMOTE SELF-SUFFICIENCY AND BUILD HEALTHY COMMUNITIES BY CREATING OPPORTUNITIES, COORDINATING RESOURCES AND ADVOCATING FOR SOCIAL CHANGE. 17 17 323 1000 0 0 16255714 17185812 387590 347975 919 1399 30094 6517 16674317 17541703 853390 724850 0 0 9926477 10030117 0 0 0 5915305 6511074 16695172 17266041 -20855 275662 5091937 5677067 2373630 2683098 2718307 2993969 X MONTACHUSETT OPPORTUNITY COUNCIL, INC. (MOC) WAS ESTABLISHED IN 1966 FOR THE PRIMARY PURPOSE OF PROMOTING THE WELL-BEING OF LOW-INCOME PEOPLE IN THE CITIES AND TOWNS OF NORTH CENTRAL MASSACHUSETTS. THE MOC SERVICE AREA ENCOMPASSES 30 CITIES AND TOWNS, 15 OF WHICH ARE COMMUNITY ACTION AGENCY DESIGNATED. MOC'S MISSION IS TO EMPOWER FAMILIES TO ACHIEVE ECONOMIC SECURITY BY ELIMINATING BARRIERS AND CREATING OPPORTUNITIES. WE WORK TO FULFILL THIS PURPOSE BY PROVIDING DIRECT SERVICES, COORDINATING RESOURCES AND COLLABORATING WITH OTHER PUBLIC AND PRIVATE ENTITIES. IN ADDITION TO PROVIDING AN ARRAY OF PROGRAMS THAT SERVE INDIVIDUALS ACROSS THE LIFESPAN, WE HAVE INCREASINGLY FOCUSED ON POLICY, SYSTEMS AND ENVIRONMENTAL CHANGE TO ADDRESS ROOT CAUSES, AND HAVE EMBRACED COLLECTIVE IMPACT IN OUR APPROACH TO EFFECT GREATER CHANGE WITHIN OUR COMMUNITIES. WE ARE COMMITTED TO ENGAGING ALL MEMBERS OF OUR COMMUNITIES AS WE DEVELOP COMPREHENSIVE STRATEGIES THAT ADDRESS THE COMPLEX ISSUES OF POVERTY. 0 0 8375444 150200 311965 CHILD CARE & HEAD START SERVICES:MOC PROVIDES A COMPREHENSIVE SCOPE OF SERVICES TO FAMILIES WITH YOUNG CHILDREN THAT FOCUS ON HEALTH AND WELLBEING, PARENT DEVELOPMENT AND EARLY EDUCATION AND CARE. OUR CHILD CARE PROGRAMS PROMOTE COGNITIVE, SOCIAL, EMOTIONAL AND PHYSICAL DEVELOPMENT IN SAFE, NURTURING ENVIRONMENTS. CLASSES ARE OFFERED IN PRESCHOOL CENTERS THROUGHOUT THE NORTH CENTRAL REGION OR THROUGH HOME-BASED PROVIDERS. FAMILIES HAVE PART- AND FULL-DAY OPTIONS INCLUDING AFTER SCHOOL, AS WELL AS INFANT AND SCHOOL-AGED PROGRAMS TO SUPPORT A VARIETY OF FAMILY NEEDS. MOC'S CHILD CARE SERVICES PROVIDE PARENTS WITH AN OPPORTUNITY TO SEEK OR CONTINUE EMPLOYMENT, CAREER TRAINING, OR FURTHER THEIR EDUCATION. IN ADDITION, PARENTS ARE CONNECTED TO TRAINING OPPORTUNITIES AND SELF-ENRICHMENT PROGRAMS THAT PROMOTE THE DEVELOPMENT OF LEADERSHIP SKILLS AND COMMUNITY CONNECTIONS. 2904513 180625 12005 NUTRITION AND WELLNESS:WIC - NORTH CENTRAL WIC, A PROGRAM THAT ENHANCES NUTRITIONAL CARE FOR PRE-NATAL AND POSTPARTUM WOMEN, INFANTS, AND CHILDREN THROUGHOUT NORTH CENTRAL REGION; AND THE FITCHBURG FAMILY RESOURCE CENTER, A PROGRAM THAT PROVIDES SUPPORT SERVICES AND ADVOCACY FOR FAMILIES TO FOSTER PARENTAL INVOLVEMENT, PROMOTE PARENTING AND CHILD DEVELOPMENT EDUCATION, ENCOURAGE SOCIAL CONNECTIONS, AND PROVIDE CONCRETE SUPPORTS IN TIMES OF NEED.ELDER SERVICES - MOC'S ELDER NUTRITION PROGRAMS PROMOTE HEALTHIER LIVING AND A LONGER LIFESPAN FOR SENIORS IN OUR COMMUNITY. THE PROGRAMS PROVIDE NUTRITIONALLY BALANCED MEALS TO ELDERS THROUGH CONGREGATE SITES AND A HOME DELIVERED MEAL PROGRAM. BOTH SERVICES PROVIDE MEALS THAT ARE ONE-THIRD OF THE DAILY RECOMMENDED DIETARY ALLOWANCE FOR ADULTS, AND IMPORTANTLY, REDUCE THE SOCIAL ISOLATION OFTEN EXPERIENCED AMONG AGING POPULATIONS TO IMPROVE THEIR QUALITY OF LIFE AND MAINTAIN INDEPENDENCE. INDIVIDUALIZED AND GROUP NUTRITION EDUCATION ALSO IS AVAILABLE TO CLIENTS OF OUR ELDER NUTRITION PROGRAM. HEALTH & WELLBEING SERVICES - MOC PROVIDES AWARENESS AND SERVICES THROUGH MULTIPLE WELLNESS PROGRAMS THAT LEAD TO HEALTHIER LIFESTYLES, ACTIVE LIVING AND HEALTH HABITS. WE FOCUS ON ALLEVIATING POVERTY'S EFFECT ON HEALTH AT ALL AGES BY SUPPORTING PROGRAMS THAT IMPROVE NUTRITION, INCREASE ACCESS TO SERVICES AND RESOURCES AND ENCOURAGE ACTIVE LIFESTYLES FOR A BETTER WELLBEING. 1955794 394001 24005 COMMUNITY SERVICESTEEN & YOUTH SERVICESMOC SUPPORTS THE YOUTH AND TEENS OF THE NORTH CENTRAL COMMUNITY BY PROVIDING SERVICES THAT PROMOTE POSITIVE YOUTH DEVELOPMENT. SERVICES INCLUDE: AFTER SCHOOL AND SUMMER CAMP PROGRAMS DESIGNED TO ENGAGE AT-RISK YOUTH IN EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT IMPROVE ACADEMIC AND BEHAVIORAL OUTCOMES; CAREER READINESS PROGRAMS THAT CONNECT TEENS TO SKILL-BUILDING OPPORTUNITIES AND LINK YOUTH TO LOCAL EMPLOYERS; ADOLESCENT SEXUALITY EDUCATION THAT SUPPORTS IN- AND OUT-OF-SCHOOL EFFORTS TO REDUCE RISK BEHAVIORS AND PREVENT PREGNANCY AMONG YOUTH; AND INNOVATIVE COMMUNITY EDUCATION PROGRAMS THAT TARGET BULLYING, ABUSE AND ASSAULT TO REDUCE VICTIMIZATION AND PROMOTE POSITIVE COMMUNITY ENGAGEMENT. FINANCIAL EDUCATION SERVICESMOC'S OFFERS EDUCATION AND COUNSELING TO LOW-INCOME INDIVIDUALS THROUGHOUT OUR SERVICE AREA TO IMPROVE FINANCIAL LITERACY SO THAT CLIENTS CAN MAKE FINANCIAL DECISIONS THAT LEAD TO AND SUPPORT ECONOMIC SECURITY ESSENTIAL TO REACHING LONG-TERM FINANCIAL AND LIFE GOALS. MOC'S PORTFOLIO OF SERVICES INCLUDE FINANCIAL EDUCATION CLASSES AND INDIVIDUALIZED COUNSELING THAT CONSISTS OF SKILL BUILDING ACTIVITIES IN THE AREA OF SPENDING AND SAVING, BUDGETING, CREDIT BUILDING AND REPAIR, INVESTING AND ASSET BUILDING. MOC ALSO PROVIDES FREE ELECTRONIC TAX FILING ASSISTANCE THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM TO LOW-INCOME HOUSEHOLDS UTILIZING VOLUNTEER TAX PREPARERS. EMPLOYMENT SERVICESMOC'S EMPLOYMENT SERVICES AIM TO IMPROVE THE EMPLOYABILITY OF THE UN- AND UNDEREMPLOYED IN OUR COMMUNITY BY BUILDING WORK SKILLS, INCREASING CONNECTIONS TO EMPLOYERS, AND DEVELOPING HABITS THAT RETAIN LONG-TERM EMPLOYMENT. PROGRAMS SUPPORT TEENS THROUGH MULTIPLE YOUTH WORK PROGRAMS, PARTICULARLY DURING THE SUMMER MONTHS WHEN AVAILABILITY INCREASES, AS WELL AS ADULTS IN OUR SECURE JOBS CONNECT PROGRAM THAT HELPS HOMELESS OR NEAR HOMELESS CLIENTS MAKE STRIDES TOWARD SELF-SUFFICIENCY AND INDEPENDENCE THROUGH TRAINING, CASE MANAGEMENT AND JOB PLACEMENT. ALL CAREER READINESS PROGRAMS FOCUS ON SOFT SKILLS, OCCUPATION SPECIFIC TRAINING, JOB COACHING AND SUPPORT SERVICES THAT REDUCE BARRIERS TO PERMANENT EMPLOYMENT. HOMELESS SERVICESMOC'S HOMELESS SERVICES ASSIST INDIVIDUALS AND FAMILIES FACING HOUSING CRISES TO FIND AND MAINTAIN STABLE HOUSING. THE FULL SCOPE OF SERVICES INCLUDE: PREVENTION SERVICES FOCUSED ON KEEPING FAMILIES WHO ARE CURRENTLY HOUSED BUT AT-RISK FOR BECOMING HOMELESS IN EXISTING HOUSING; DIVERSION SERVICES FOCUSED ON KEEPING EMERGENCY ASSISTANCE ELIGIBLE FAMILIES OUT OF THE SHELTER SYSTEM; RE-HOUSING SERVICES FOCUSED ON ASSISTING INDIVIDUALS AND FAMILIES IN SHELTER TO FIND PERMANENT HOUSING; STABILIZATION SERVICES FOCUSED ON ASSISTING FAMILIES WHO HAVE MOVED OUT OF THE SHELTER SYSTEM TO REMAIN STABLY HOUSED; AND A SUPPORTIVE HOUSING PROGRAM THAT ASSISTS FAMILIES WHO ARE DISABLED AND HOMELESS/AT-RISK OF HOMELESSNESS TO FIND AND MAINTAIN SAFE, DECENT, AND AFFORDABLE HOUSING.EMERGENCY SERVICES MOC PROVIDES EMERGENCY ASSISTANCE TO SUPPORT THE BASIC NEEDS OF INDIVIDUALS AND FAMILIES IN NORTH CENTRAL MA THROUGH: FOOD PANTRIES IN MULTIPLE LOCATIONS; SUMMER FEEDING PROGRAMS FOR YOUTH UNABLE TO ACCESS THE BENEFIT OF SCHOOL-BASED MEALS DURING SUMMER RECESS; RENT/UTILITY ASSISTANCE; AND HOMELESS PREVENTION SERVICES.OTHERHEALTHY HOMESMOC PROVIDES ELIGIBLE FAMILIES WITH A NUMBER OF PROGRAMS THAT IMPROVE THE SAFETY AND EFFICIENCY OF THEIR HOMES INCLUDING LEAD POISONING PREVENTION, HEATING SYSTEM REPAIR AND REPLACEMENT, AS WELL AS UTILITY CONSERVATION AND WEATHERIZATION IN COLLABORATION WITH ENERGY PROVIDERS AND THE REGIONAL LIHEAP PROVIDER. 2602535 24 ENERGY AND ENVIRONMENTAL SERVICES:MOC'S ENERGY AND ENVIRONMENTAL SERVICES PROGRAM AIMS TO REDUCE ENERGY USAGE AND HEATING COSTS FOR LOW-INCOME AND ELDERLY HOUSEHOLDS. MOC'S TRAINED STAFF AND TRUSTED CONTRACTORS PROVIDE FULL WEATHERIZATION SERVICES FOR RESIDENTS LIVING IN THE CITIES AND TOWNS OF NORTH CENTRAL MASSACHUSETTS. IN ADDITION, MOC REPLACES UNSAFE OR INOPERABLE HEATING SYSTEMS AND RESPOND TO EMERGENCY NO HEAT CALLS. MOC ALSO PROVIDE AN APPLIANCE MONITORING AND REPLACEMENT PROGRAM. 2602535 24 15838286 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 106 0 1 323 1 0 0 0 0 0 1 1 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LINDA DUFFY VICE PRESIDENT OF FINANCE AND OPERATIONS 9783457040 601 RIVER STREET FITCHBURG MA 01420 DONALD R O'CONNOR PRESIDENT 1.00 X X 0 0 0 MARC DOHAN TREASURER 1.00 X X 0 0 0 JOHN DOMBROWSKI VICE PRESIDENT (05/16) 1.00 X X 0 0 0 ROBIN WINNKA CLERK (05/16) 1.00 X X 0 0 0 MARYANN KANE DIRECTOR 0.50 X 0 0 0 MICHELLE FITZGERALD DIRECTOR 0.50 X 0 0 0 LESLIE BARNOR DIRECTOR 0.50 X 0 0 0 KELLI BATOR DIRECTOR 0.50 X 0 0 0 ROBERT SALVATELLI DIRECTOR 0.50 X 0 0 0 BERNARD F SULLIVAN DIRECTOR 0.50 X 0 0 0 THOMAS LEGER DIRECTOR 0.50 X 0 0 0 DAVID SARGENT DIRECTOR 0.50 X 0 0 0 JILLIAN VADIZ DIRECTOR 0.50 X 0 0 0 ELADIA ROMERO DIRECTOR 0.50 X 0 0 0 KELLEY PREDERGAST DIRECTOR 0.50 X 0 0 0 LIONEL REINFORD DIRECTOR 0.50 X 0 0 0 ED GRAVEL DIRECTOR 0.50 X 0 0 0 YOLANDA LEWIS DIRECTOR 0.50 X 0 0 0 LINDA DUFFY VP OF FINANCE & OPERATIONS 37.50 X 90947 0 15828 KEVIN REED EXECUTIVE DIRECTOR 37.50 X 100263 0 20012 191210 0 35840 1 0 0 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 PROVIDE MEALS TO ELDER CLIENTS 577653 ACT 39 MOUNTAIN AVE FITCHBURG MA 01420 BUILDING MAINTENANCE 379571 MARCIA ZACHAREWICZ (LIBERTY INSULATION) 15 UNDERWOOD TD HUBBARDSTORN MA 01452 WEATHERIZATION/HEATING SYSTEMS 326392 MONTACHUSETT REGIONAL TECH 1050 WESTMINSTER ST FITCHBURG MA 01420 PROVIDE MEALS TO CHILDREN 288045 KENNETH JEAN INC PO BOX 237 ASHBURNHAM MA 01430 ELECTRIC/LIGHTING FOR ENERGY CLIENTS 261467 11 19120 39930 13338691 3788071 315459 17185812 PROGRAM SERVICE FEES 900099 347975 347975 347975 1399 1399 42059 39930 35542 6517 6517 17541703 347975 0 7916 X 724850 724850 251014 251014 7279125 6598990 680135 260418 222884 37534 1373252 1308329 64923 866308 778615 87693 24058 11919 12139 24012 24012 4175011 4175011 18922 16312 2610 103563 89514 14049 106200 82306 23894 835473 754839 80634 161335 158934 2401 94597 83180 11417 35910 32377 3533 182224 158559 23665 92336 76390 15946 OUTSIDE SERVICES 234278 185639 48639 PROGRAM SUPPLIES 205510 205445 65 EQUIPMENT 117620 95224 22396 MISCELLANEOUS EXPENSE 75102 61648 13454 24923 17321 7602 17266041 15838286 1427755 0 118030 99968 1025359 1006299 1677218 2366658 35795 16704 70125 88482 4726314 2644244 2151938 2082070 13472 16886 5091937 5677067 1100717 1437764 67611 94014 1086667 1016708 118635 134612 2373630 2683098 X 1678187 2506230 1040120 487739 2718307 2993969 5091937 5677067 275662 0 X 0 1 X 1 1 1 X 15690895 15870452 17065093 16255714 17185812 82067966 15690895 15870452 17065093 16255714 17185812 82067966 82067966 1885 1680 543 2090 1399 7597 338452 278926 288415 905793 82981356 1873441 0.98900 0.98520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 280000 280000 2942443 1352278 1590165 306849 260062 46787 736490 724998 11492 460532 306906 153626 2082070 X 18206014 628769 35542 664311 17541703 0 17541703 17930352 628769 35542 664311 17266041 0 17266041 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIGIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A REGONITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT OCTOBER 31, 2014. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 35,542. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 35,542. TASTE OF NORTH CENTRAL 81989 39930 42059 1625 3412 346 500 29659 81989 39930 42059 1625 3412 346 500 29659 35542 6517 1 FOOD, SHELTER, TRANSPORTATION AND CLOTHING FOR INDIGENTS, ETC. 5025 724850 BOOK FOOD, SHELTER, TRANSPORTATION AND CLOTHING FOR INDIGENTS, ETC. A MASS DEVELOPMENT FINANCE AGENCY 043431814 999999999 2008-10-31 1450000 REFINANCE DEBT 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X FOOD & OTHER 12603 287635 COST/DONOR PROVIDED X MISC SUPPLIES 290 27824 COST/DONOR PROVIDED 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE FORM 990 IS REVEIEWED BY THE AUDIT AND FINANCE COMMITTEES OF THE BOARD OF DIRECTORS. THE FORM 990 IS THEN REVIEWED BY MOC'S BOARD OF DIRECTORS. THE FORM 990 WILL BE FILED UPON APPROVAL BY THE AUDIT AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM WHEN THEY BEGIN THEIR TERM ON THE BOARD. ALL BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. KEVIN REED, EXECTUVE DIRECTOR, AND LEONA SHAW, OPERATIONS DIRECTOR, DETERMINE IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT PERSON IS BARRED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS REGARDING THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINE 15 PART OF MOC'S BOARD OF DIRECTORS STRUCTURE INCLUDE A PERSONNEL COMMITTEE. THEY APPROVE THE WAGE AND SALARY STRUCTURE FOR MOC'S EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 MOC'S FORM 990S ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW.GUIDESTAR.ORG. MOC ALSO MAKES THEIR FORM 990, FORM 1023, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 MOC'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. MOC DOES NOT MAKE THEIR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FORM 990, PART IX, LINE 11G ENERGY LABOR: PROGRAM SERVICE EXPENSES 2,085,804. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,085,804. CHILD CARE PROVIDERS: PROGRAM SERVICE EXPENSES 986,848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 986,848. FOOD CONTRACTS: PROGRAM SERVICE EXPENSES 819,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 819,184. OTHER SUBCONTRACTORS AND DELEGATES: PROGRAM SERVICE EXPENSES 283,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283,175.