2015-04-30T14:36:47-05:00 2014-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 YVONNE ALLARD PRESIDENT & CEO 9786859471 2015-04-29 1 JEFFREY V CICOLINI CPA P00837468 5083669100 2015-04-28 2013 2016-03-07 17:11:31Z FIDELITY HOUSE HUMAN SERVICES YVONNE ALLARD 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 13770900 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO PROVIDE SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 13 13 406 30 0 0 11449016 12903136 770670 772186 24958 37193 23277 47928 12267921 13760443 0 0 0 0 8881570 9478579 0 0 176690 3282003 3931889 12163573 13410468 104348 349975 5634502 6813128 2796423 3387696 2838079 3425432 X THE MISSION OF FIDELITY HOUSE HUMAN SERVICES (FHHS) IS TO ASSIST PEOPLE WITH DEVELOPMENTAL AND MULTIPLE DISABILITIES TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE. IN FY14, FHHS SERVED 634 INDIVIDUALS, AGE 3 AND UP, WITH A WIDE RANGE OF DISABILITIES INCLUDING SEVERE COGNITIVE AND PHYSICAL IMPAIRMENTS, AUTISM SPECTRUM DISORDER, CEREBRAL PALSY AND MORE. 71% LIVE IN THE MERRIMACK VALLEY REGION OF MASSACHUSETTS, 58% ARE CHILDREN AND YOUNG ADULTS UP TO AGE 26, AND APPROXIMATELY 70% OF THE FAMILIES SERVED BY FHHS ARE LOW-INCOME.RECENT ACCOMPLISHMENTS INCLUDE: THE OPENING OF OUR 20TH GROUP RESIDENCE FOR ADULTS, EXPANSION OF THE ADULT FOSTER CARE PROGRAM AND INCREASED DIVERSIFICATION OF OFFERINGS IN OUR FAMILY SUPPORT CENTER. IN CONJUNCTION WITH OUR GROWTH, WE'VE ADDED RN'S AND LPN'S TO THE STAFFING IN FIVE OF OUR RESIDENCES AND EXPANDED SERVICES IN THE AREA OF MENTAL HEALTH AND BEHAVIORAL SUPPORTS. 0 0 8163691 782082 ADULT RESIDENTIAL MANAGES 20 COMMUNITY GROUP RESIDENCES, STAFFED 24 HOURS PER DAY, FOR 88 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. 1516643 7126 CHILDREN AND FAMILY SERVICES SUPPORTS AND EMPOWERS OVER 430 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 1,500 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 125 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. 1448156 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 62 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. 737513 16118 INDEPENDENT LIVING SERVICES PROVIDES CASE MANAGEMENT FOR 44 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. 737513 16118 11866003 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 1 0 1 0 1 64 0 1 406 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X YVONNE M ALLARD 9786859471 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 ANDREW NOVELLINE PRESIDENT 1.00 X X 0 0 0 MARYELLEN MACCARONE VICE PRESIDENT 1.00 X X 0 0 0 LISA STAFF MEMBER 1.00 X 0 0 0 CLAIRE FIRRIELLO MEMBER 1.00 X 0 0 0 MATTHEW P KEAMY MEMBER 1.00 X 0 0 0 CONCETTA L KING MEMBER 1.00 X 0 0 0 WAYNE F SIMMONS JR MEMBER 1.00 X 0 0 0 KARA J JOHNSON CLERK 1.00 X X 0 0 0 ROBERT DICKEY MEMBER 1.00 X 0 0 0 STEPHEN M JASKELEVICUS TREASURER 1.00 X X 0 0 0 ROBERT J CUOMO MEMBER 1.00 X 0 0 0 JAMES P DILLON MEMBER 1.00 X 0 0 0 SALLY WALLACE MEMBER 1.00 X 0 0 0 YVONNE ALLARD PRESIDENT & CEO 40.00 X 99712 0 4463 JOSEPH MCKENNA CHIEF FINANCIAL OFFICER 40.00 X 77972 0 1065 177684 0 5528 0 0 0 0 0 9585 12761654 131897 12903136 CLIENT FEES AND RENTS 532000 772186 772186 772186 37193 37193 25245 9585 10457 14788 14788 MISCELLANEOUS 900099 33140 33140 33140 13760443 805326 0 51981 200702 10035 181932 8735 7852939 7262784 508828 81327 850151 773004 70897 6250 574787 518472 49787 6528 650 650 32678 32678 7222 7222 11581 11581 278139 185313 90132 2694 713844 510274 203570 114430 98836 12164 3430 57693 57693 194387 169414 24973 39791 36647 2769 375 TEMPORARY HELP & CONTRA 1387215 1314772 43824 28619 STIPENDS 565695 565695 FOOD 173295 169498 3797 VEHICLE OPERATING COSTS 142780 142687 93 212489 50879 122878 38732 13410468 11866003 1367775 176690 969307 99741 79954 438517 445280 1442472 155357 249901 4560855 1233629 2863881 3327226 894880 1027717 225843 227554 5634502 6813128 666462 896017 146176 140794 1034697 1401797 949088 949088 2796423 3387696 X 2743712 3276283 94367 149149 2838079 3425432 5634502 6813128 349975 105362 132016 0 X X 0 1 X 1 1 1 X 9523926 10236355 11091432 11449016 12903136 55203865 9523926 10236355 11091432 11449016 12903136 55203865 55203865 20792 14236 9491 22478 37193 104190 30297 27195 19140 12454 33140 122226 55430281 3304892 0.99590 0.99620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 146176 5382 140794 1 X 772045 772045 2574799 650075 1924724 56240 25698 30542 686740 249866 436874 471031 307990 163041 3327226 CONDITIONAL DEBT 949088 949088 X 13880390 105362 14585 119947 13760443 0 13760443 13425053 14585 14585 13410468 0 13410468 PART IV, LINE 2B: THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF ITS CLIENTS. PART X, LINE 2: UNCERTAINTY IN INCOME TAXES: THE AGENCY FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE AGENCY TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2014, THE AGENCY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE AGENCY DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. GOLF TOURNAMENT 34830 9585 25245 8993 1464 34830 9585 25245 8993 1464 10457 14788 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 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 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER INC N 58741 FAIR MARKET VALUE