FIDELITY HOUSE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FIDELITY HOUSE INC (EIN 04-2499679)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-19
- IRS object ID
- 201600199349301205
- Schema version
- 2014v6.0
- 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 | 2016-01-19T16:32:14-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042499679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIDE | BusinessNameControlTxt |
| Phone | 9786859471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 S UNION STREET SUITE 401 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVONNE ALLARD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9786859471 | PhoneNum |
| Signature | 2016-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY V CICOLINI CPA | PreparerPersonNm |
| PTIN | P00837468 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2016-01-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE HUMAN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | YVONNE ALLARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 S UNION STREET SUITE 401 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,035,168 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FIDELITYHHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 428 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,903,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,110 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $772,186 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,782,115 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $75,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,928 | PYOtherRevenueAmt |
| CY Other Revenue | $47,250 | CYOtherRevenueAmt |
| PY Total Revenue | $13,760,443 | PYTotalRevenueAmt |
| CY Total Revenue | $15,964,869 | 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 | $9,478,579 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,846,795 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,444 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,931,889 | PYOtherExpensesAmt |
| CY Other Expenses | $4,575,275 | CYOtherExpensesAmt |
| PY Total Expenses | $13,410,468 | PYTotalExpensesAmt |
| CY Total Expenses | $15,422,070 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $349,975 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $542,799 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,813,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,640,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,387,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,731,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,425,432 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,908,378 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF FIDELITY HOUSE HUMAN SERVICES (FHHS) IS TO ASSISTPEOPLE WITH DEVELOPMENTAL AND MULTIPLE DISABILITIES TO PARTICIPATEWITH FRIENDS, FAMILIES, AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITYAND ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE. IN FY15, FHHS SERVED 683 INDIVIDUALS, AGE 3 AND UP, WITH A WIDE RANGE OF DISABILITIESINCLUDING SEVERE COGNITIVE AND PHYSICAL IMPAIRMENTS, AUTISM SPECTRUMDISORDER, DOWN SYNDROME, CEREBRAL PALSY AND MORE. 80% LIVEIN THE MERRIMACK VALLEY REGION OF MASSACHUSETTS, 68% ARE CHILDRENAND YOUNG ADULTS UP TO AGE 26, AND APPROXIMATELY 70% OF THE FAMILIES SERVED BY FHHS ARE LOW-INCOME.RECENT ACCOMPLISHMENTS INCLUDE: EXPANSION OF THE ADULT FOSTER CARE PROGRAM RESULTING IN 36% GROWTH IN CLIENTS SERVED AND AN INCREASE IN THE NUMBER AND VARIETY OF ACTIVITIES AND TRAININGS, AS WELL AS INCREASED TRANSPORTATION TO ACTIVITIES WHICH RESULTED 25% MORE CHILDREN, ADULTS AND THEIR FAMILY MEMBERS PARTICIPATING IN OUR FAMILY SUPPORT CENTER AND FHHS SPONSORED COMMUNITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,419,850 | ExpenseAmt |
| Revenue | $12,080,626 | RevenueAmt |
| Desc | ADULT RESIDENTIAL MANAGES 20 COMMUNITY GROUP RESIDENCES, STAFFED 24 HOURS PER DAY, FOR 90 INDIVIDUALS, MOST OF WHOM HAVE MULTIPLE DISABILITIES AND ARE MEDICALLY FRAGILE. THIRTY-SEVEN PERCENT OF FHHS RESIDENTS ARE AGE 61 OR OLDER, AND FHHS CONTINUES TO ADAPT ITS PROGRAM TO ACCOMMODATE MOBILITY LIMITATIONS AND OTHER CONDITIONS ASSOCIATED WITH AGING. FHHS EMPOWERS EACH INDIVIDUAL TO PARTICIPATE IN COMMUNITY ACTIVITIES, INCLUDING EMPLOYMENT, VOLUNTEER WORK, AND A FULL VARIETY OF SOCIAL, RECREATIONAL AND LEISURE ACTIVITIES. FHHS PARTNERS WITH INDIVIDUALS AND FAMILIES TO CREATE A SUPPORT PLAN WHICH MAY INCLUDE CLINICAL SERVICES, SKILLS TRAINING AND OTHER OPPORTUNITIES DESIGNED TO MEET INDIVIDUAL NEEDS AND PREFERENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,431,225 | ExpenseAmt |
| Revenue | $1,615,647 | RevenueAmt |
| Desc | CHILDREN AND FAMILY SERVICES SUPPORTS AND EMPOWERS OVER 440 FAMILIES WHO CARE FOR A CHILD OR ADULT FAMILY MEMBER WITH DEVELOPMENTAL DISABILITIES IN THEIR HOME. FHHS SOCIAL WORKERS HELP EACH FAMILY DEVELOP A SUPPORT PLAN AND COORDINATE HOME AND COMMUNITY SERVICES. OVER 1,880 CHILDREN, ADULTS AND THEIR FAMILY MEMBERS TOOK PART IN VARIOUS SOCIAL, RECREATIONAL AND EDUCATIONAL PROGRAMS AND WORKSHOPS AT OUR FAMILY SUPPORT CENTER AND IN FHHS SPONSORED COMMUNITY EVENTS THIS YEAR. FHHSS LATINO MEDICAL PROGRAM PROVIDED TRANSLATION AND INTERPRETATION FOR OVER 80 FAMILIES AS WELL AS TRANSPORTATION. FHHS ALSO ASSISTED OVER 153 FAMILIES ACROSS THE REGION IN THE INTENSIVE CHILDRENS SUPPORT PROGRAM AND THE DESE/DDS PROGRAM; BOTH PROGRAMS ARE DESIGNED TO PREVENT OUT OF HOME PLACEMENTS BY ASSISTING THE FAMILY WITH CASE MANAGEMENT, BEHAVIORAL THERAPY, EDUCATIONAL CONSULTATION, PARENT TRAINING, SOCIAL AND RECREATIONAL OPPORTUNITIES AND COORDINATION OF ADDITIONAL SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,923,093 | ExpenseAmt |
| Revenue | $1,296,461 | RevenueAmt |
| Desc | TEEN AND ADULT FOSTER CARE SERVICES PROVIDES A POWERFUL AND COST-EFFECTIVE ALTERNATIVE TO FACILITY-BASED LONG TERM CARE IN THE FORM OF SHARED LIVING AND ADULT FOSTER CARE SERVICES. FHHSS MULTI-DISCIPLINARY TEAM DEVELOPS AND IMPLEMENTS A CARE PLAN FOR 53 INDIVIDUALS AND PROVIDES ONGOING TRAINING AND SUPPORT FOR THE CAREGIVERS, INCLUDING 24 HOUR EMERGENCY COVERAGE. THE ADULT FAMILY CARE MODEL OFFERS FAMILY MEMBERS THE OPPORTUNITY TO MAINTAIN THEIR SONS OR DAUGHTERS AT HOME, BY OFFERING THE FINANCIAL SUPPORT NEEDED TO CARE FOR THEM AT HOME. THIS PROVIDES OPTIMAL SUPPORT TO THE INDIVIDUAL, AVOIDS DISRUPTION IN THE FAMILY, AND PROVIDES ONGOING SUPPORT TO THE ALL-IMPORTANT FAMILIAL RELATIONSHIPS. WHEN MAINTAINING FAMILY PLACEMENT IS NOT POSSIBLE, THE MODEL PROVIDES A HOME FOR THE INDIVIDUAL IN A FAMILY ENVIRONMENT. THIS ASSISTS THE PARTICIPANTS IN BUILDING NATURAL RELATIONSHIPS AND SUPPORTS WITH THEIR HOST FAMILY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $729,926 | ExpenseAmt |
| Revenue | $806,123 | RevenueAmt |
| Desc | INDEPENDENT LIVING SERVICES PROVIDES CASE MANAGEMENT FOR 41 MEN AND WOMEN LIVING INDEPENDENTLY. SERVICES INCLUDE HEALTH CARE MANAGEMENT, MONEY MANAGEMENT, LIFE SKILLS TRAINING, GOAL-SETTING AND ONGOING EVALUATION. PARTICIPANTS ARE GIVEN ASSISTANCE WITH OBTAINING AND MAINTAINING SOCIAL SECURITY BENEFITS, MASSHEALTH, FOOD STAMPS, AND SECTION 8 HOUSING. THE FHHS PROGRAM DIRECTOR NEGOTIATES WITH LANDLORDS TO RESOLVE ANY ISSUES THAT MAY ARISE AND ADVOCATES FOR STABLE HOUSING. THIS PROGRAM ALSO CREATIVELY ENABLES A NUMBER OF YOUNG PARENTS TO RAISE THEIR CHILDREN IN A HEALTHY ENVIRONMENT. THOUGH THE PRIMARY WORK IS WITH THE PARENT, ISS CASE MANAGERS WORK WITH THE ENTIRE FAMILY UNIT; ATTENDING APPOINTMENT WITH PEDIATRICIANS, SPECIALISTS, AND WORKING WITH THE EDUCATIONAL SYSTEM. CASE MANAGERS PROVIDE OPPORTUNITIES FOR RECREATIONAL ACTIVITY AND POSITIVE CONNECTIONS WITH FRIENDS AND NEIGHBORS, UTILIZING THE RESOURCES AVAILABLE WITHIN THEIR HOME COMMUNITIES. FHHS FOSTERS PERSONAL GROWTH AND ENCOURAGES SELF-ADVOCACY, INDEPENDENCE AND FULL INTEGRATION INTO THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $729,926 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $806,123 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,504,094 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 428 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | 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 | GLEN MATTERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783329151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 S UNION STREET SUITE 401 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANDREW NOVELLINE | |||||||
| PRESIDENT | 1.50 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARYELLEN MACCARONE | |||||||
| VICE PRESIDENT | 1.20 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA STAFF | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE FIRRIELLO | |||||||
| MEMBER | 1.50 | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW P KEAMY | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CONCETTA L KING | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WAYNE F SIMMONS JR | |||||||
| MEMBER | 1.10 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KARA J JOHNSON | |||||||
| CLERK | 1.20 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT DICKEY | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN M JASKELEVICUS | |||||||
| TREASURER | 1.10 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT J CUOMO | |||||||
| MEMBER | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES P DILLON | |||||||
| MEMBER | 1.10 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SALLY WALLACE | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARTHA WALTERS | |||||||
| MEMBER | 1.20 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| YVONNE ALLARD | |||||||
| PRESIDENT & CEO | 40.00 | 5.00 | Yes (X) | $118,460 | $0 | $7,176 | |
| JOSEPH MCKENNA | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 5.00 | Yes (X) | $86,811 | $0 | $1,175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $205,271 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,351 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 | WINXNET | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 MILK STREET | AddressLine1Txt |
| City | METHUEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT CONSULTING (AOD, AWARDS) | ServicesDesc |
| Compensation | $111,433 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,854 | FundraisingAmt |
| All Other Contributions | $56,256 | AllOtherContributionsAmt |
| Total Contributions | $60,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | 532000 | $14,983,554 | $14,983,554 |
| CLIENT FEES AND RENTS | 532000 | $798,561 | $798,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,782,115 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,213 | TotalRevenueColumnAmt |
| Exclusion | $58,213 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,443 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,262 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,181 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,181 | TotalRevenueColumnAmt |
| Exclusion | $17,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,545 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,854 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,037 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,508 | TotalRevenueColumnAmt |
| Exclusion | $30,508 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,742 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,742 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,964,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,798,857 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $105,902 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,540 | TotalAmt |
| Program Services | $10,977 | ProgramServicesAmt |
| Management And General | $197,234 | ManagementAndGeneralAmt |
| Fundraising | $11,329 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,012,685 | TotalAmt |
| Program Services | $8,326,920 | ProgramServicesAmt |
| Management And General | $609,360 | ManagementAndGeneralAmt |
| Fundraising | $76,405 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,354 | TotalAmt |
| Program Services | $830,151 | ProgramServicesAmt |
| Management And General | $74,105 | ManagementAndGeneralAmt |
| Fundraising | $1,098 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,216 | TotalAmt |
| Program Services | $642,364 | ProgramServicesAmt |
| Management And General | $58,962 | ManagementAndGeneralAmt |
| Fundraising | $7,890 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,205 | TotalAmt |
| Management And General | $3,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,941 | TotalAmt |
| Management And General | $43,941 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,656 | TotalAmt |
| Management And General | $7,656 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,005 | TotalAmt |
| Management And General | $93,005 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,649 | TotalAmt |
| Program Services | $211,255 | ProgramServicesAmt |
| Management And General | $123,394 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,375 | TotalAmt |
| Program Services | $530,271 | ProgramServicesAmt |
| Management And General | $194,104 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,905 | TotalAmt |
| Program Services | $106,965 | ProgramServicesAmt |
| Management And General | $27,003 | ManagementAndGeneralAmt |
| Fundraising | $6,937 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,784 | TotalAmt |
| Program Services | $66,717 | ProgramServicesAmt |
| Management And General | $67 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,080 | TotalAmt |
| Program Services | $196,201 | ProgramServicesAmt |
| Management And General | $37,879 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,954 | TotalAmt |
| Program Services | $32,778 | ProgramServicesAmt |
| Management And General | $1,958 | ManagementAndGeneralAmt |
| Fundraising | $218 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEMPORARY HELP & CONTRA | $1,821,658 | $1,685,108 | $71,803 | $64,747 |
| STIPENDS | $483,800 | $483,800 | ||
| FOOD | $181,459 | $178,888 | $2,571 | |
| MISC EXPENSES | $139,631 | $15,931 | $86,880 | $36,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,173 | TotalAmt |
| Program Services | $185,768 | ProgramServicesAmt |
| Management And General | $79,405 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,422,070 | TotalAmt |
| Program Services | $13,504,094 | ProgramServicesAmt |
| Management And General | $1,712,532 | ManagementAndGeneralAmt |
| Fundraising | $205,444 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,741 | BOYAmt |
| EOY | $1,004,775 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,517 | BOYAmt |
| EOY | $443,080 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,472 | BOYAmt |
| EOY | $1,258,807 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,901 | BOYAmt |
| EOY | $295,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,792,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,409,060 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,327,226 | BOYAmt |
| EOY | $3,383,806 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,717 | BOYAmt |
| EOY | $1,033,841 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,554 | BOYAmt |
| EOY | $219,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,813,128 | BOYAmt |
| EOY | $7,640,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,017 | BOYAmt |
| EOY | $1,301,588 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,794 | BOYAmt |
| EOY | $135,665 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,797 | BOYAmt |
| EOY | $1,345,425 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,088 | BOYAmt |
| EOY | $949,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,387,696 | BOYAmt |
| EOY | $3,731,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,283 | BOYAmt |
| EOY | $3,812,114 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,149 | BOYAmt |
| EOY | $96,264 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,425,432 | BOYAmt |
| EOY | $3,908,378 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,813,128 | BOYAmt |
| EOY | $7,640,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $542,799 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$59,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $10,236,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,091,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,449,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,903,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,618 | CurrentTaxYearAmt |
| Total | $45,770,557 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $580,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $621,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,782,115 | CurrentTaxYearAmt |
| Total | $18,526,558 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,816,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,712,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,219,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,675,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,872,733 | CurrentTaxYearAmt |
| Total | $64,297,115 | 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 | $64,297,115 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,213 | CurrentTaxYearAmt |
| Total | $141,611 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,213 | CurrentTaxYearAmt |
| Total | $141,611 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,742 | CurrentTaxYearAmt |
| Total | $108,671 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,858,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,741,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,254,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,745,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,947,688 | CurrentTaxYearAmt |
| Total | $64,547,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99610 | PublicSupportCY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $140,794 | BeginningBalanceAmt |
| Distributions During Year | $5,129 | DistributionsDuringYearAmt |
| Ending Balance | $135,665 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $832,134 | OtherCostOrOtherBasisAmt |
| Book Value | $832,134 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,625,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $735,028 | DepreciationAmt |
| Book Value | $1,890,215 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,301 | DepreciationAmt |
| Book Value | $34,669 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $469,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,415 | DepreciationAmt |
| Book Value | $442,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $775,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $591,316 | DepreciationAmt |
| Book Value | $184,438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,383,806 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONDITIONAL DEBT | Desc |
| Amt | $949,088 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $949,088 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,985,297 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$59,853 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $80,281 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $20,428 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,964,869 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,964,869 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,502,351 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $80,281 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $80,281 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,422,070 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,422,070 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF ITS CLIENTS. |
| PART X, LINE 2: | THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED 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 COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2015. 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $45,399 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,854 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,545 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,768 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,269 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $45,399 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,854 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,545 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,768 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,269 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,037 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,508 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE VOTED ON BY THE MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE VOTED ON BY THE MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD IS PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL RELATED PARTY REVIEWS AND CONFLICT OF INTEREST SIGN OFF FORMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF FIDELITY HOUSE'S OFFICERS ARE DETERMINED AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | FIDELITY HOUSE MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990. PART XII, LINE 2C. | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FHI LAWRENCEANDOVER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 S UNION ST SUITE 401 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264412391 | EIN |
| Primary Activities | ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FHI LAWRENCEANDOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $67,057 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments