2016-01-19T16:32:14-06:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 YVONNE ALLARD PRESIDENT & CEO 9786859471 2016-01-19 1 JEFFREY V CICOLINI CPA P00837468 5083669100 2016-01-19 2014 2016-04-25 22:37:26Z FIDELITY HOUSE HUMAN SERVICES YVONNE ALLARD 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 16035168 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO PROVIDE SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES 14 14 428 28 0 0 12903136 60110 772186 15782115 37193 75394 47928 47250 13760443 15964869 0 0 0 0 9478579 10846795 0 0 205444 3931889 4575275 13410468 15422070 349975 542799 6813128 7640144 3387696 3731766 3425432 3908378 X 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 0 0 9419850 12080626 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. 1431225 1615647 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. 1923093 1296461 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. 729926 806123 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. 729926 806123 13504094 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 69 0 1 428 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X GLEN MATTERA 9783329151 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 ANDREW NOVELLINE PRESIDENT 1.50 0.40 X X 0 0 0 MARYELLEN MACCARONE VICE PRESIDENT 1.20 0.30 X X 0 0 0 LISA STAFF MEMBER 1.20 0.30 X 0 0 0 CLAIRE FIRRIELLO MEMBER 1.50 0.40 X 0 0 0 MATTHEW P KEAMY MEMBER 1.20 0.30 X 0 0 0 CONCETTA L KING MEMBER 1.20 0.30 X 0 0 0 WAYNE F SIMMONS JR MEMBER 1.10 0.30 X 0 0 0 KARA J JOHNSON CLERK 1.20 0.30 X X 0 0 0 ROBERT DICKEY MEMBER 1.20 0.30 X 0 0 0 STEPHEN M JASKELEVICUS TREASURER 1.10 0.30 X X 0 0 0 ROBERT J CUOMO MEMBER 0.50 0.10 X 0 0 0 JAMES P DILLON MEMBER 1.10 0.30 X 0 0 0 SALLY WALLACE MEMBER 1.20 0.30 X 0 0 0 MARTHA WALTERS MEMBER 1.20 0.30 X 0 0 0 YVONNE ALLARD PRESIDENT & CEO 40.00 5.00 X 118460 0 7176 JOSEPH MCKENNA CHIEF FINANCIAL OFFICER 40.00 5.00 X 86811 0 1175 205271 0 8351 1 0 0 0 WINXNET 145 MILK STREET METHUEN MA 01844 IT CONSULTING (AOD, AWARDS) 111433 1 3854 56256 60110 PROGRAM SERVICE REVENUE 532000 14983554 14983554 CLIENT FEES AND RENTS 532000 798561 798561 15782115 58213 58213 76443 59262 17181 17181 17181 41545 3854 11037 30508 30508 MISCELLANEOUS 900099 16742 16742 16742 15964869 15798857 0 105902 219540 10977 197234 11329 9012685 8326920 609360 76405 905354 830151 74105 1098 709216 642364 58962 7890 3205 3205 43941 43941 7656 7656 93005 93005 334649 211255 123394 724375 530271 194104 140905 106965 27003 6937 66784 66717 67 234080 196201 37879 34954 32778 1958 218 TEMPORARY HELP & CONTRA 1821658 1685108 71803 64747 STIPENDS 483800 483800 FOOD 181459 178888 2571 MISC EXPENSES 139631 15931 86880 36820 265173 185768 79405 15422070 13504094 1712532 205444 99741 1004775 438517 443080 1442472 1258807 249901 295892 4792866 1409060 3327226 3383806 1027717 1033841 227554 219943 6813128 7640144 896017 1301588 140794 135665 1401797 1345425 949088 949088 3387696 3731766 X 3276283 3812114 149149 96264 3425432 3908378 6813128 7640144 542799 -59853 0 X X 0 1 X 1 1 1 X 10236355 11091432 11449016 12903136 90618 45770557 580238 621349 770670 772186 15782115 18526558 10816593 11712781 12219686 13675322 15872733 64297115 0 0 0 64297115 14236 9491 22478 37193 58213 141611 14236 9491 22478 37193 58213 141611 27195 19140 12454 33140 16742 108671 10858024 11741412 12254618 13745655 15947688 64547397 0.99610 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 140794 5129 135665 1 X 832134 832134 2625243 735028 1890215 89970 55301 34669 469765 27415 442350 775754 591316 184438 3383806 CONDITIONAL DEBT 949088 949088 X 15985297 -59853 80281 20428 15964869 0 15964869 15502351 80281 80281 15422070 0 15422070 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. GOLF TOURNAMENT 45399 3854 41545 8768 2269 45399 3854 41545 8768 2269 11037 30508 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. FHI LAWRENCEANDOVER INC 439 S UNION ST SUITE 401 LAWRENCE MA 01843 264412391 ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. MA 501(C)(3) LINE 7 FIDELITY HOUSE INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER O 67057 FAIR MARKET VALUE