2015-06-15T13:52:26-05:00 2014-10-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2013-11-01 042401111 MONTACHUSETT OPPORTUNITY COUNCIL INC MONT 9783457040 133 PRICHARD STREET FITCHBURG MA 01420 KEVIN REED EXECUTIVE DIRECTOR 9783457040 2015-06-12 1 DAVID KELLEHER CPA P01059560 5083669100 2015-06-07 2013 2016-04-25 22:37:26Z KEVIN REED 133 PRICHARD STREET FITCHBURG MA 01420 17512387 0 X WWW.MOCINC.ORG X 1966 MA ALLEVIATE POVERTY, PROMOTE SELF-SUFFICIENCY AND BUILD HEALTHY COMMUNITIES BY CREATING OPPORTUNITIES, COORDINATING RESOURCES AND ADVOCATING FOR SOCIAL CHANGE. 21 21 327 1000 0 0 15870452 17065093 386952 411283 1680 543 278926 13294 16538010 17490213 936821 1007647 0 0 9810197 9980040 0 0 0 6070216 6049834 16817234 17037521 -279224 452692 4553077 5373805 2266607 2634643 2286470 2739162 X ALLEVIATE POVERTY, PROMOTE SELF-SUFFICIENCY AND BUILD HEALTHY COMMUNITIES BY CREATING OPPORTUNITIES, COORDINATING RESOURCES AND ADVOCATING FOR SOCIAL CHANGE. 0 0 8432939 216548 331280 CHILD CARE & HEAD START SERVICES:MOC'S CHILD CARE & HEAD START (CCHS) PROGRAMS PROVIDE EARLY EDUCATION AND CARE AND PREPARES CHILDREN AND FAMILIES FOR APPROPRIATE GROWTH, DEVELOPMENT, AND SCHOOL READINESS THROUGH COMPREHENSIVE, FAMILY-CENTERED SERVICES. CCHS SUPPORTS THE SUCCESS OF BOTH PARENTS AND CHILDREN BY OFFERING QUALITY CENTER-BASED AND FAMILY CHILD CARE HOME-BASED SERVICES TO AREA LOW-INCOME FAMILIES WITH CHILDREN FROM 15 MONTHS TO TWELVE YEARS OF AGE. CENTERS ARE LOCATED IN FITCHBURG, LEOMINSTER, CLINTON, GARDNER, WINCHENDON, AND ATHOL AND AT MOUNT WACHUSETT COMMUNITY COLLEGE. FAMILY CHILD CARE HOMES ARE LOCATED THROUGHOUT MOC'S SERVICE AREA. MOC'S COORDINATED FAMILY & COMMUNITY ENGAGEMENT PROGRAM (CFCE) PROVIDES OUTREACH TO "HARD TO REACH" FAMILIES IN TARGETED COMMUNITIES TO INCREASE ENGAGEMENT IN EARLY EDUCATION PROGRAMS.MOC CCHS SERVICES PROVIDES FEDERAL, STATE AND LOCALLY FUNDED PROGRAMS FOR CHILDREN FROM BIRTH TO TWELVE YEARS OF AGE FROM LOW-INCOME FAMILIES. OVER 1,000 CHILDREN PARTICIPATE IN CENTER-BASED PROGRAMS AND IN FAMILY CHILD CARE HOMES YEARLY. 969636 516199 66867 DIVISION OF HOUSING & COMMUNITY SERVICES:MOC'S HOUSING & COMMUNITY SERVICES PROGRAMS PROVIDE PROGRAMMING TO ASSIST YOUTH AND ADULTS TO FIND WORK, MAINTAIN AND IMPROVE THEIR HOUSING, MEET BASIC NEEDS, AND MANAGE THEIR FINANCES. SERVICES INCLUDE: YOUTH AFTERSCHOOL AND EMPLOYMENT PROGRAMS; HOUSING AND HOMELESSNESS SERVICES; FOOD PANTRY SERVICES; FINANCIAL LITERACY TRAINING AND MATCHED SAVINGS PROGRAMS, AND CASE MANAGEMENT SERVICES. 3053113 127721 13136 NUTRITION AND WELLNESS:MOC'S NUTRITION & WELLNESS (N&W) PROGRAMS AIM TO ENHANCE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND THE REGION BY DEVELOPING CREATIVE PARTNERSHIPS WHICH SUPPORT PUBLIC AND ENVIRONMENTAL HEALTH. PROGRAMS INCLUDE HEALTH PROMOTION, PREVENTION, OUTREACH, AND SUPPORT SERVICES TARGETING ADOLESCENTS, FAMILIES, ETHNIC/RACIAL MINORITIES, AND HIGH-RISK INDIVIDUALS. N&W ALSO OFFERS NUTRITION PROGRAMMING (I.E., MEALS, EDUCATION, AND ASSISTANCE WITH SNAP APPLICATIONS) TO VULNERABLE POPULATIONS SUCH AS PREGNANT WOMEN, CHILDREN, AND THE ELDERLY. N&W TAKES A BROAD VIEW OF HEALTH AND RECOGNIZES THAT THE ENVIRONMENT IS CRITICAL TO WELL-BEING. CONSEQUENTLY, N&W ALSO STRIVES TO ADDRESS ENVIRONMENTAL CONCERNS THROUGH ALL ITS WORK. 2130859 ENERGY SERVICES: MOC'S ENERGY AND ENVIROMENTAL SERVICES PROGRAM AIMS TO RECUDE ENERGY USAGE AND HEATING COSTS FOR LOW-INCOME AND ELDERLY HOUSEHOLDS. TRAINED STAFF AND TRUSTED CONTRACTORS PROVIDE FULL WEATHERIZATION SERVICES FOR RESIDENTS LIVING IN THE CITIES AND TOWNS OF NORTH CENTRAL MASSACHUSETTS. IN ADDITION, THE PROGRAM REPLACES UNSAFE OR INOPREABLE HEATING SYSTEMS AND RESPONDS TO EMERGENCY NO HEAT CALLS. THE PROGRAM ALSO PROVIDES AN APPLIANCE MONITORING AND REPLACEMENT PROGRAM. THE GOAL OF THE ENERGY SERVICES PROGRAM IS TO REDUCE ENERGY USAGE AND HEATING COST FOR LOW-INCOME AND ELDERLY HOUESHOLDS. 954917 147179 SPECIAL PROJECTS: SPECIAL PROJECTS INCLUDE THE BORROWER RECOVERY INITIATIVE, FITCHBURG COMMUNITY CONNECTIONS COALITION/FAMILY RESOURCE CENTER, AND RE-IMAGINE NORTH OF MAIN. LAUNCHED BY THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE, THE BORROWER RECOVERY INITIATIVE IS A SUPPORT AND RECOVERY NETWORK FOR THOSE BORROWERS WHO LOST THEIR HOMES TO FORECLOSURE. ITS GOALS ARE TO HELP PREVENT HOMELESSNESS AND TO STABILIZE BORROWERS' HOUSING SITUATIONS. FITCHBURG COMMUNITY CONNECTIONS COALITION'S (FCCC) VISION IS TO BUILD A COMPREHENSIVE CONTINUUM OF FAMILY SUPPORT THAT STRENGTHENS FAMILIES, BUILDS COMMUNITIES, AND PREVENTS CHILD ABUSE AND NEGLECT. FCCC WORKS COLLABORATIVELY WITH RESIDENTS, CITY AND STATE GOVERNMENT OFFICIALS, LAW ENFORCEMENT, SERVICE PROVIDERS AND NON-PROFIT ORGANIZATIONS TO SUPPORT CHILD ABUSE PREVENTION INITIATIVES THROUGH INFORMAL EDUCATIONAL PROGRAMS, SUPPORT OF NEIGHBORHOOD ASSOCIATIONS AND ORGANIZATIONS WORKING TOWARD THIS GOAL. FCCC'S FAMILY RESOURCE CENTER (FRC) PROVIDES SUPPORT SERVICES AND ADVOCACY FOR FAMILIES TO FOSTER PARENTAL INVOLVEMENT, PROMOTE PARENTING AND CHILD DEVELOPMENT EDUCATION, ENCOURAGE SOCIAL CONNECTIONS, AND PROVIDE CONCRETE SUPPORTS IN TIMES OF NEED. FUN 'N FITCHBURG BEGAN IN 2009 AS A CITY OF FITCHBURG INITIATIVE TO REDUCE OBESITY THROUGH INCREASED OPPORTUNITIES FOR YOUTH AND FAMILIES TO EAT HEALTHY AND LIVE ACTIVE LIVES. CURRENTLY, OVER 100 LOCAL STAKEHOLDERS INCLUDING: YOUTH AND RESIDENTS, THE MAYOR, THE BOARD OF HEALTH, THE PARKS AND RECREATION DEPARTMENT, CITY POLICE, THE COMMUNITY HEALTH CENTER, FITCHBURG PUBLIC SCHOOLS, MOC, BUSINESSES, DAYCARES, ENVIRONMENTAL GROUPS, AND MANY OTHERS ARE WORKING TO UPDATE LOCAL POLICIES, SYSTEMS AND THE ENVIRONMENT TO MAKE IT EASY FOR FITCHBURG RESIDENTS TO EAT HEALTHY AND BE PHYSICALLY ACTIVE. RE-IMAGINE NORTH OF MAIN USES A COLLECTIVE IMPACT APPROACH TO ENGAGE RESIDENTS AND A CROSS SECTION OF STAKEHOLDERS IN AN ASSESSMENT OF ASSETS AND BARRIERS TO HEALTH, EDUCATION, PUBLIC SAFETY, ECONOMIC DEVELOPMENT, HOUSING AND COMMUNITY ENGAGEMENT IN FITCHBURG'S NORTH OF MAIN NEIGHBORHOOD. RESULTS OF THE ASSESSMENT WILL INFORM THE DEVELOPMENT AND IMPLEMENTATION OF A NEIGHBORHOOD ACTION PLAN INCLUDING SPECIFIC STRATEGIES TO REDUCE DISPARITIES BETWEEN NORTH OF MAIN AND OTHER FITCHBURG NEIGHBORHOODS AND MAKE NORTH OF MAIN A PLACE WHERE PEOPLE CHOOSE TO LIVE, WORK, AND INVEST. MOC'S DELEGATE AGENCIES CURRENTLY INCLUDE GARDNER COMMUNITY ACTION COMMITTEE, THE SPANISH AMERICAN CENTER IN LEOMINSTER AND WINCHENDON COMMUNITY ACTION COMMITTEE. THE PURPOSE OF THE DELEGATE AGENCIES IS TO PROVIDE, IN COLLABORATION WITH MOC, CLIENT-FOCUSED SERVICES, INCLUDING INFORMATION AND REFERRAL AND EMERGENCY SERVICES TO MEET COMMUNITY MEMBERS' BASIC NEEDS. IN ADDITION, WITHIN THEIR COMMUNITIES, DELEGATES PROVIDE SPECIALIZED SERVICES THAT MIGHT OTHERWISE BE DIFFICULT FOR LOCAL RESIDENTS TO ACCESS. DELEGATE AGENCIES RECEIVE A PORTION OF MOC'S COMMUNITY SERVICES BLOCK GRANT FUNDS TO LEVERAGE OTHER FUNDING IN SUPPORT OF THEIR COMMUNITIES. 3085776 147179 15541464 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 189 0 327 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LINDA DUFFY DIRECTOR OF ADMIN AND 9783457040 133 PRICHARD STREET FITCHBURG MA 01420 DONALD R O'CONNOR PRESIDENT 1.00 X X 0 0 0 MARC DOHAN TREASURER 1.00 X X 0 0 0 KATHY VEROUDE VICE PRESIDENT 1.00 X X 0 0 0 IRENE HERNANDEZ CLERK 1.00 X X 0 0 0 CHARLOTTE WAITKUS DIRECTOR 0.50 X 0 0 0 MARYANN KANE DIRECTOR 0.50 X 0 0 0 NICHOLAS DESIMONE DIRECTOR 0.50 X 0 0 0 DONATA MARTIN DIRECTOR 0.50 X 0 0 0 ANDREA WHITE DIRECTOR 0.50 X 0 0 0 RITA SEARS DIRECTOR 0.50 X 0 0 0 KELLI BATOR DIRECTOR 0.50 X 0 0 0 BARBARA BIERY DIRECTOR 0.50 X 0 0 0 LIA SPILIOTES DIRECTOR 0.50 X 0 0 0 ROBERTA PARKER DIRECTOR 0.50 X 0 0 0 MICHELLE RATTANAVONG DIRECTOR 0.50 X 0 0 0 BERNARD F SULLIVAN DIRECTOR 0.50 X 0 0 0 JENNIFER ALDRICH DIRECTOR 0.50 X 0 0 0 LIONEL REINFORD DIRECTOR 0.50 X 0 0 0 ED GRAVEL DIRECTOR 0.50 X 0 0 0 SHEILA BETTRO DIRECTOR 0.50 X 0 0 0 YOLANDA LEWIS DIRECTOR 0.50 X 0 0 0 KATHLEEN MCDERMOTT EXECUTIVE DIRECTOR (LEFT IN AUGUST) 37.50 X 118625 0 9952 LINDA DUFFY DIRECTOR OF ADMIN AND FINA 37.50 X 93038 0 19206 KEVIN REED EXECUTIVE DIRECTOR (HIRED IN AUGUST) 37.50 X 0 0 0 211663 0 29158 1 0 0 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 PROVIDE MEALS TO ELDER CLIENTS 513779 MARCIA ZACHAREWICZ (LIBERTY INSULATION) 15 UNDERWOOD RD HUBBARDSTRON MA 01452 WEATHERIZATION/HEATING SYSTEMS 246693 MONTACHUSETT REGIONAL TECH 1050 WESTMINSTER ST FITCHBURG MA 01420 PROVIDE MEALS TO CHILDREN 222838 RICHARD SCOTT 108 ALDER STREET LEOMINSTER MA 01453 MAINTENANCE SERVICES 180066 KENNETH R JEAN INC 141 ASHBY ROAD ASHBURNHAM MA 01430 ELECTRICITY 135171 8 23100 83256 13306907 3651830 590926 17065093 PROGRAM SERVICE FEES 900099 411283 411283 411283 543 543 14298 0 14298 14298 14298 21170 83256 22174 -1004 -1004 17490213 411283 0 13837 X 1007647 1007647 256660 256660 7069553 6431623 637930 271870 257008 14862 1720845 1586023 134822 661112 602572 58540 2251 68 2183 56205 1707 54498 3521289 3521289 21587 16993 4594 95226 78246 16980 103836 80674 23162 780368 710500 69868 200780 197250 3530 116389 107470 8919 41520 41520 217889 185600 32289 107609 94985 12624 SUPPLIES 328696 328580 116 OUTSIDE SERVICES 179213 77558 101655 EQUIPMENT 168995 136212 32783 MISCELLANEOUS EXPENSE 74594 50505 24089 33387 27434 5953 17037521 15541464 1496057 0 13877 607332 532593 92758 0 1403542 2276861 39211 37799 73292 75373 4826552 2561473 2444470 2265079 46092 18603 4553077 5373805 795845 1287162 141382 100284 1218995 1154889 110385 92308 2266607 2634643 X 1397744 1603492 888726 1135670 2286470 2739162 4553077 5373805 452692 0 X X 0 1 X 1 1 1 X 16213246 15498370 15690895 15870452 17065093 80338056 16213246 15498370 15690895 15870452 17065093 80338056 80338056 2540 2092 1885 1680 543 8740 293868 297323 338452 278926 288415 1496984 81843780 1983736 0.98160 0.98400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 280000 280000 2931643 1118996 1812647 268009 222123 45886 727798 692686 35112 619102 527668 91434 2265079 X 17886638 374251 22174 396425 17490213 0 17490213 17433946 374251 22174 396425 17037521 0 17037521 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 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 FINANCIAL STATEMENTS AT OCTOBER 31, 2014. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 22,174. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 22,174. 104426 83256 21170 180 810 1250 19934 104426 83256 21170 180 810 1250 19934 22174 -1004 1 FOOD, SHELTER, TRANSPORTATION AND CLOTHING FOR INDIGENTS, ETC. 5084 1007647 BOOK FOOD, SHELTER, TRANSPORTATION AND CLOTHING FOR INDIGENTS, ETC. A MASS DEVELOPMENT FINANCE AGENCY 043431814 999999999 2008-10-31 1450000 REFINANCE DEBT 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X FOOD & OTHER 12040 534368 COST/DONOR PROVIDED X MISC SUPPLIES 1785 56558 COST/DONOR PROVIDED 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEES OF THE BOARD OF DIRECTORS. THE FORM 990 IS THEN REVIEWED BY MOC'S BOARD OF DIRECTORS. THE FORM 990 WILL BE FILED UPON APPROVAL BY THE AUDIT AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM WHEN THEY BEGIN THEIR TERM ON THE BOARD. ALL BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. KEVIN REED, EXECUTIVE DIRECTOR, AND LEONA SHAW, OPERATIONS DIRECTOR, DETERMINE IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT PERSON IS BARRED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS REGARDING THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINE 15 PART OF MOC'S BOARD OF DIRECTORS STRUCTURE INCLUDE A PERSONNEL COMMITTEE. THEY APPROVE THE WAGE AND SALARY STRUCTURE FOR MOC'S EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 MOC'S FORM 990S ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW.GUIDESTAR.ORG. MOC ALSO MAKES THEIR FORM 990, FORM 1023, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 MOC'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. MOC DOES NOT MAKE THEIR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP. FORM 990, PART IX, LINE 11G ENERGY LABOR: PROGRAM SERVICE EXPENSES 1,583,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,583,786. CHILD CARE PROVIDERS: PROGRAM SERVICE EXPENSES 1,027,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027,957. FOOD CONTRACTS: PROGRAM SERVICE EXPENSES 778,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 778,674. OTHER SUBCONTRACTORS AND DELEGATES: PROGRAM SERVICE EXPENSES 130,872. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,872. FORM 990, PART XII, LINE 2C THE AUDIT/FINANCE COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDIT FIRM.