2015-02-10T08:52:38-06:00 2014-09-30 043173778 SHAHEEN PALLONE & ASSOCIATES PC 861 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2013-10-01 042104054 FAMILY SERVICES OF THE MERRIMACK VALLEY FAMI 9783276600 430 NORTH CANAL STREET LAWRENCE MA 01840 ELIZABETH SWEENEY TREASURER 9783276600 2015-01-17 1 WILLIAM J SHAHEEN P00487592 9786867200 2015-01-17 2013 2016-02-25 16:41:14Z RICHARD HAAK JR 430 NORTH CANAL ST LAWRENCE MA 01840 2251374 0 X WWW.FSMV.ORG X 1859 MA CHILD WELFARE, PARENT ED, YOUTH DEVELOP/MENTORING, EAP, MENTAL HEALTH TREATMENT & SUICIDE PREVENTION 28 28 61 300 0 0 1722470 1458643 500363 600408 10777 7182 122095 153595 2355705 2219828 0 0 0 0 1716249 1631191 0 0 179916 634497 588336 2350746 2219527 4959 301 1082443 1125929 134091 157328 948352 968601 X FAMILY SERVICES HELPS PEOPLE HELP THEMSELVES BY BUILDING SKILLS, INCREASING KNOWLEDGE, AND PROVIDING OPPORTUNITIES THAT ENABLE INDIVIDUALS AND FAMILIES TO LIVE POSITIVE AND PRODUCTIVE LIVES. 0 0 702684 0 YOUTH SERVICES: YOUTH DEVELOPMENT PROGRAMS INCLUDE COMMUNITY AND SCHOOL BASED MENTORING, TEENAGE PREGNANCY PREVENTION CASE MANAGEMENT AND CURRICULUM, AS WELL AS LEADERSHIP DEVELOPMENT FOR AT RISK YOUNG PEOPLE AGES 12 - 18. CLIENTS SERVED: APPROX. 525 640436 480748 CLINICAL SERVICES: FAMILY SERVICES OPERATES A STATE-LICENSED MENTAL HEALTH CLINIC THAT PROVIDES PROFESSIONAL TREATMENT TO INDIVIDUALS, FAMILIES AND COUPLES. CLINICAL SERVICES ALSO INCLUDE CONSULTATION TO SCHOOLS AND DAY CARE FACILITIES TO MEET THE NEEDS OF YOUNG CHILDREN. CLIENTS SERVED: APPROX 450. 179009 14027 FAMILY SERVICES: PROVIDES GROUP CLASSES AND CASE MANAGEMENT TO PARENTS SEEKING TO RAISE HEALTHLY CHILDREN. SERVICES INCLUDE THOSE TARGETED TO TEEN PARENTS, DIVORCING PARENTS AND OTHER VULNERABLE FAMILIES. CLIENTS SERVED: APROX. 400. 141923 0 CRISIS SERVICES: PROVIDES SAMARITANS CRISIS HOTLINE, OUTREACH AND EDUCATION, POSTVENTION VISITS AND TRAINING FOR INDIVIDUALS WHO HAVE FREQUENT CONTACT WITH HIGH RISK POPULATIONS. CLIENTS SERVED: APPROX. 1,000. 67266 105633 EMPLOYEE ASSISTANCE: PROVIDES ASSESSMENT,REFERRAL & SHORT TERM FAMILY COUNSELING AS WELL AS CONSULTATION AND TRAINING FOR EMPLOYERS AND CRISIS INTERVENTION. COVERING 4,050 EMPLOYEES. 39211 0 ELDER SERVICES: FAMILY SERVICES CONDUCTS COMMUNITY OUTREACH IN COLLABORATION WITH LOCAL COUNCILS ON AGING TO IDENTIFY AND SUPPORT ISOLATED ELDERS AND THEIR FAMILIES. CLIENTS SERVED: APPROX. 50. 248400 105633 1770529 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 18 0 61 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X ELIZABETH SWEENEY 9783276637 430 NORTH CANAL STREET LAWRENCE MA 01840 KEVIN REID PRESIDENT 2.00 X X 0 0 0 JUDITH HOLT VICE PRESIDENT 2.00 X X 0 0 0 JOANNE QUINLAN-ROBERTS SECRETARY 2.00 X X 0 0 0 GARY SIDELL ASSISTANT SECRETARY 2.00 X X 0 0 0 RICHARD HAAK JR TREASURER 2.00 X X 0 0 0 SCOTT WEISENHOFF ASSISTANT TREASURER 2.00 X X 0 0 0 KATHY SKALA OFFICER AT-LARGE 1.00 X X 0 0 0 LOUANN BASILLIO OFFICER AT-LARGE 1.00 X X 0 0 0 PEDRO ARCE DIRECTOR 1.00 X 0 0 0 TAD BICKFORD DIRECTOR 1.00 X 0 0 0 RICHARD BLAIN DIRECTOR 1.00 X 0 0 0 DEBBY BRIGGS DIRECTOR 1.00 X 0 0 0 STEPHEN DESALVO DIRECTOR 1.00 X 0 0 0 DAVE ECKMAN DIRECTOR 1.00 X 0 0 0 ANDREW GIRDWOOD DIRECTOR 1.00 X 0 0 0 DIANE HUSTER DIRECTOR 1.00 X 0 0 0 PAULA KING DIRECTOR 1.00 X 0 0 0 CONNIE LEMAITRE DIRECTOR 1.00 X 0 0 0 KERIN PINTZOPOULOS DIRECTOR 1.00 X 0 0 0 KATHLEEN POTTER DIRECTOR 1.00 X 0 0 0 JAY RAGHAVAN DIRECTOR 1.00 X 0 0 0 JUDY REGHITTO DIRECTOR 1.00 X 0 0 0 CAROL REID DIRECTOR 1.00 X 0 0 0 DAN RIVERA DIRECTOR 1.00 X 0 0 0 GREGORY SHAW DIRECTOR 1.00 X 0 0 0 JUAN YEPEZ DIRECTOR 1.00 X 0 0 0 NONI YOUNT DIRECTOR 1.00 X 0 0 0 LOUISE BREEN DIRECTOR 1.00 X 0 0 0 ELIZABETH SWEENEY EXECUTIVE DIRECTOR 40.00 X 97989 0 8264 97989 0 8264 0 0 0 0 0 48929 782221 627493 1458643 COUNSELING FEES 624100 600408 600408 600408 7182 7182 185141 31546 153595 153595 2219828 600408 0 160777 97989 25959 55260 16770 1325724 1068943 136658 120123 9027 8364 387 276 63560 58888 2727 1945 134891 124976 5787 4128 18400 18400 30043 23104 4050 2889 78647 77381 904 362 8249 7897 247 105 3 2 1 42642 32794 5748 4100 23681 18212 3192 2277 CONSULTATION 131594 116758 4671 10165 COMPUTER CONSULTANT 89581 68892 12076 8613 PROGRAM SUPPLIES 82328 75953 6038 337 REPAIRS AND MAINTENANCE 29722 22561 3955 3206 53446 39845 8981 4620 2219527 1770529 269082 179916 80962 42987 97293 116026 26458 67724 11464 11397 1160551 546143 615743 614408 250523 273387 1082443 1125929 55523 67831 78568 89497 134091 157328 X 814608 823693 52320 63484 81424 81424 948352 968601 1082443 1125929 301 19948 0 X 0 1 X 1 0 X 1505016 1665789 1962430 1876030 1643784 8653049 1505016 1665789 1962430 1876030 1643784 8653049 8653049 7017 5168 4762 10777 7182 34906 8687955 1269052 0.99600 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212918 0 24912 4213 233617 191766 25246 4094 212918 145557 22324 28173 4288 191766 151520 -2113 3850 145557 139556 5000 10564 3600 151520 0.51700 0.34800 0.13500 0 0 109635 109635 670826 231516 439310 380090 314627 65463 614408 OTHER ACCRUED EXPENSES 89497 89497 X 2278072 19948 6750 31546 58244 2219828 0 2219828 2257823 6750 31546 38296 2219527 0 2219527 PART X, LINE 2: GAAP REQUIRES THE ORGANIZATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS IT ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE REPORTED GROSS ON FINANCIALS 31,546. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE REPORTED GROSS ON FINANCIALS 31,546. DINNER DANCE 137097 137097 27535 BOWLING 48044 48044 1146 2865 2 185141 185141 1146 30400 31546 153595 HOWE INSURANCE AGENCY EMPLOYEE OF ORGANIZATION IS PART OWNER 18150 IN THE NORMAL COURSE OF ITS OPERATIONS, THE ORGANIZATION ENTERS INTO CERTAIN TRANSACTIONS WITH RELATED PARTIES. FOR THE YEAR ENDED SEPTEMBER 30, 2014 THE ORGANIZATION PURCHASED BUSINESS AND LIABILITY INSURANCE COSTING $18,150 THROUGH AN INSURANCE AGENCY WHICH IS OWNED BY AN EMPLOYEE OF THE ORGANIZATION AND HER FAMILY MEMBERS. SUCH TRANSACTIONS WERE ENTERED INTO ON TERMS WHICH WERE SUBSTANTIALLY THE SAME AS THOSE THAT WOULD HAVE BEEN ENTERED INTO AT THE TIME WITH UNRELATED PARTIES. 0 FORM 990, PART VI, SECTION B, LINE 11 A PDF FILE OF FORM 990 IS SENT OUT TO BOARD MEMBERS FOR THEIR REVIEW. FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE AND SIGNED BY THE TREASURER OF THE BOARD. THE FINANCE COMMITTEE REVIEWS ANY COMMENTS RECEIVED FROM THE BOARD REGARDING FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REVIEWS AND UPDATES CONFLICT OF INTEREST FORMS ANNUALLY FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEW COMPARABLE 990'S FROM OTHER NON-PROFIT ORGANIZATIONS AS WELL AS REVIEWING THE MASS COUNCIL SALARY STUDY WHEN SETTING THE EXECUTIVE DIRECTOR'S SALARY. THE EXECUTIVE DIRECTOR'S CONTRACT IS THEN REVIEWED AND VOTED ON BY THE FULL BOARD OF DIRECTORS. ONCE THE CONTRACT IS PASSED, THE EXECUTIVE COMMITTEE MEMBERS SIGN OFF ON THE EXECUTIVE DIRECTOR'S CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 ALL THESE STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE LOCATED IN LAWRENCE, MASSACHUSETTS