2016-03-24T14:42:43-05:00 2015-06-30 043520245 HURLEY O'NEILL & COMPANY PC 36 MILLER STILE RD QUINCY MA 021695423 990 2014-07-01 042437845 HALEY HOUSE HALE 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 BING BRODERICK EXECUTIVE DIRECTOR 6172368132 2016-02-05 true J THOMAS HURLEY P01219491 6173766226 2016-03-24 2014 2016-08-17 19:52:53Z BING BRODERICK 23 DARTMOUTH STREET BOSTON MA 02116 3172964 false X WWW.HALEYHOUSE.ORG X 1967 MA TO PROVIDE TRAINING, FOOD, SHELTER AND HOUSING FOR POOR, NEEDY AND HOMELESS 14 13 76 0 465489 1217174 1666671 1895448 17377 20149 20512 2149537 3153283 0 0 828809 1012844 0 61788 1163252 1411157 1992061 2424001 157476 729282 3716017 6179978 1175289 2926070 2540728 3253908 X TO PROVIDE TRAINING, FOOD, SHELTER AND HOUSING FOR POOR, NEEDY AND HOMELESS false false 416907 225893 HOUSING PROGRAM - THE ORGANIZATION OPERATES A TWENTY-FOUR UNIT, SINGLE ROOM OCCUPANCY DEVELOPMENT FOR FORMERLY HOMELESS INDIVIDUALS FINANCED BY MORTGAGES FROM THE MASSACHUSETTS HOUSING FINANCE AUTHORITY AND THE CITY OF BOSTON. RENTS ARE SUBSIDIZED BY SECTION 8 FUNDS ADMINISTERED BY THE BOSTON HOUSING AUTHORITY. THE ORGANIZATION ALSO OPERATES A NINE-UNIT, NON- SUBSIDIZED APARTMENT BUILING IN WHICH MANY OF THE UNITS ARE OCCUPIED BY THE WORKING POOR WITH RENTS BASED ON THE TENANT'S ABILITY TO PAY. 237222 95603 FOOD PROGRAM - A PROGRAM RUN BY ALL-VOLUNTEER LABOR WHICH SERVES ABOUT 30,000 MEALS PER YEAR AND MAINTAINS A WEEKLY FOOD PANTRY. SINCE 1983, HALEY HOUSE HAS GROWN FOOD TO SUPPLY HEALTHY PRODUCE TO THE SOUP KITCHEN AND FOOD PANTRY, AS WELL AS OTHER NEARBY FOOD PANTRIES. THE ORGANIZATION RUNS FARMING PROJECTS WITHIN BOSTON ON A PLOT ADJACENT TO THE SOUP KITCHEN AND ON THORNTON STREET IN ROXBURY. 1477800 1210367 BAKERY CAFE - LOCATED IN ROXBURY'S DUDLEY SQUARE, THE CAFE SERVES HEALTHY, AFFORDABLE FOOD IN A SOCIALLY RESPONSIBLE, COMMUNITY-CENTERED ENVIRONMENT. IT OFFERS ON-THE-JOB TRAINING AND SUPPORTIVE SKILLS DEVELOPMENT FOR ENTRY- LEVEL EMPLOYEES WITH SUBSTANTIAL BARRIERS TO EMPLOYMENT. IT ALSO SPONSORS COOKING, NUTRITION AND HEALTHY LIFESTYLE EDUCATIONAL PROGRAMS AS WELL AS COMMUNITY EVENTS INCLUDING EXHIBITS, FILM SCREENINGS AND A PERFORMANCE ART SERIES. 203594 363585 COMMUNITY OUTREACH - HALEY HOUSE HAS A LONG TRADITION OF COMMUNITY OUTREACH WITH LOCAL PARTNERS. THIS EFFORT INCLUDES, AMONG OTHERS, PARTNERING WITH NEIGHBORHOOD AND GOVERNMENT GROUPS IN THE REVITALIZATION OF DUDLEY SQUARE, SPONSORING CULTURAL EVENTS IN THE BAKERY/CAFE, HOSTING LOCAL RESIDENTS AND GROUPS IN OUR SOUTH END FACILITY, FACILITATING EDUCATIONAL EVENTS WITH LOCAL FOOD PRODUCERS AND PROMOTING SOCIAL ENTERPRISE EDUCATION AND RESPONSIBLE BUSINESS PRACTICES. 203594 363585 2335523 true true false false false false false false true false true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 1 0 76 true false false false false false false false false false false X 14 13 false false false false false false false true true false false true true true true true true true true false MA X BING BRODERICK 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 VICTOR CAPOCCIA DIRECTOR 1.00 X 0 0 0 CELIA GRANT PRESIDENT 1.00 X X 0 0 0 JOHN HALLET DIRECTOR 1.00 X 0 0 0 SONYA WHITE HOPE DIRECTOR 1.00 X 0 0 0 FELICIA JACQUES DIRECTOR 1.00 X 0 0 0 JILL KIMMEL TREASURER 1.00 X X 0 0 0 CARMINE LEIGHTON EX OFFICIO 1.00 X 0 0 0 JULIA MACLAUGHLIN CO-SECRETARY 1.00 X X 0 0 0 DAVID MANZO DIRECTOR 1.00 X 0 0 0 WATARU MATSUYASU DIRECTOR 1.00 X 0 0 0 CATHERINE O'BYRNE DIRECTOR 1.00 X 0 0 0 DANIEL WALTERS DIRECTOR 1.00 X 0 0 0 SHARON BILODEAU CO-SECRETARY 1.00 X X 0 0 0 CHRISTINA HORN CLERK 1.00 X X 0 0 0 KATHY KIM DIRECTOR 1.00 X 0 0 0 BING BRODERICK EXECUTIVE DI 1.00 X 63148 0 4445 63148 4445 false false false 3162 233212 980800 87272 1217174 SALE OF BAKERY PRODUCTS 445200 1305970 1305970 SUPERVISORY FEE 531310 363585 363585 RENTAL INCOME 531110 225893 225893 1895448 20149 20149 17401 17401 18223 3162 2280 15943 15943 OTHER REVENUE 900099 4569 4569 4569 3153283 1900017 36092 76651 53230 10421 13000 818463 775063 43400 35982 35288 694 81748 76360 5388 126 120 6 11375 10901 474 3196 3196 16379 16204 175 3729 3729 114632 108860 5772 446994 437846 9148 24489 24489 131562 131562 9061 9061 BAKERY INDGREDIENTS AND S 491871 491871 FOOD 92821 92821 MEALS TAX 36155 36155 CLOTHING 15200 15200 13567 13567 2424001 2335523 26690 61788 499151 588800 1318719 1165447 76375 97085 5113846 1383060 1821772 3730786 300874 296986 3716017 6179978 28845 105105 5669 10016 1140494 2805280 5950 1175289 2926070 X 1988105 2705769 552623 548139 2540728 3253908 3716017 6179978 729282 -16102 X false true X true false X 360091 297879 374545 408889 1217174 2658578 360091 297879 374545 408889 1217174 2658578 315788 2342790 18106 1656 1534 698 20149 42143 14943 14943 2715664 9009434 0.86270 0.98640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 656937 656937 4299619 1280675 3018944 157290 102385 54905 3730786 OTHER LIABILITIES X 3152961 -16102 13500 2280 -322 3153283 3153283 2439781 13500 2280 15780 2424001 2424001 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ESCROW ACCOUNT LIABILITY ON PART X LINE 21 CONSISTS OF TENANT SECURITY DEPOSITS, WHICH ARE HELD IN A SEPARATE BANK ACCOUNT. THE DEPOSITS ARE REFUNDED TO THE TENANT UPON TERMINATION OF THE LEASE. SCHEDULE D, PAGE 3, PART X THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESS TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EVENT EXPENSE 2,280 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EVENT EXPENSE 2,280 SILENT AUCTION 15705 1694 14011 1067 SOUPER BOWL 5680 1468 4212 603 610 21385 3162 18223 603 1677 2280 15943 X 15200 MANAGEMENT ESTIMATE X 1 72072 MANAGEMENT ESTIMATE false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION DOES NOT TRACK NUMBERS OF INDIVIDUAL FOOD INVENTORY CONTRIBUTIONS, HOWEVER, FOOD HAS BEEN DONATED AS FOLLOWS: INDIVIDUAL/CORPORATE FOOD DONATIONS VALUED AT 11,400 CANNED GOODS DONATED VALUED AT 3,000 16,622 POUNDS DONATED BY THE USDA VALUED AT 7,672 BOSTON FOODBANK EXPENDITURES OF 4,000 GENERATES A VALUE OF FOOD OF 24,000 LOVIN SPOONFULS DONATED FOOD VALUED AT 26,000 FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY OUTREACH - HALEY HOUSE HAS A LONG TRADITION OF COMMUNITY OUTREACH WITH LOCAL PARTNERS. THIS EFFORT INCLUDES, AMONG OTHERS, PARTNERING WITH NEIGHBORHOOD AND GOVERNMENT GROUPS IN THE REVITALIZATION OF DUDLEY SQUARE, SPONSORING CULTURAL EVENTS IN THE BAKERY/CAFE, HOSTING LOCAL RESIDENTS AND GROUPS IN OUR SOUTH END FACILITY, FACILITATING EDUCATIONAL EVENTS WITH LOCAL FOOD PRODUCERS AND PROMOTING SOCIAL ENTERPRISE EDUCATION AND RESPONSIBLE BUSINESS PRACTICES. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990. THE FINANCIAL DATA ON FORM 990 IS RECONCILED TO THE FINANCIAL INFORMATION ON THE AUDITED FINANCIAL STATEMENTS. THE NON FINANCIAL INFORMATION SUCH AS QUESTIONS CONCERNING GOVERNANCE, POLICIES AND TAX COMPLIANCE ARE REVIEWED TO ENSURE THAT THEY ARE ACCURATELY ANSWERED. CONSIDERATION IS GIVEN AS TO THE COMPLETENESS OF UNRELATED BUSINESS INCOME, IF ANY. FORM 990, PAGE 6, PART VI, LINE 12C 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DICUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CENTER CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSATION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLAGED FAILURE TO DISCLOSE. B. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PAGE 6, PART VI, LINE 15A IN REVIEWING AND APPROVING THE COMPENSATION OF ANY COVERED INDIVIDUALS, THE HALEY HOUSE INC BOARD OF DIRECTORS, OR A DELEGATED COMMITTEE OF THE BOARD (REFERRED TO AS THE APPROVAL BODY BELOW), WILL UTILIZE THE FOLLOWING PROCESS: 1. IMPARTIAL DECISION MAKERS. THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF HHI COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE: NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THE VOTE). 2. COMPARABILITY DATA. WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELAY ON COMPARABILITY DATA THAT DEMONSTRATE THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: A. EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B. WRITTEN JOB OFFERES FOR POSITIONS AT SIMILAR ORGANIZATIONS; C. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND D. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. 3. CONCURRENT DOCUMENTATION. THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED. TO QUALIFY AS CONCURRENT DOCUMENTATION, WRITTEN OR ELECTRONIC RECORDS OF THE APPROVAL BODY (SUCH AS MEETING MINUTES) MUST NOTE: A. THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B. THE MEMBERS OF THE APPROVAL BODY WHO WERE PRESENT DURING THE DABATE ON THE COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; C. THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D. ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE APPROVAL BODY BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE RESPONSE TO PART VI, LINE 15A FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC AT THE ORGANIZATION'S OFFICES DURING NORMAL BUSINESS HOURS FORM 990, PART XI, LINE 9 FUNDRAISING EVENT EXPENSE 2,280 FUNDRAISING EVENT EXPENSE -2,280