2014-11-14T13:56:03-06:00 2014-06-30 111986323 MARCUM LLP 53 STATE STREET FLOOR 38 BOSTON MA 02109 990 2013-07-01 222519129 SAINT FRANCIS HOUSE INC SAIN 6175424211 PO BOX 120499 ESSEX STATION BOSTON MA 02116 KAREN LAFRAZIA EXECUTIVE DIRECTOR 6175424211 2014-11-13 1 BARRY CHAIT P01452996 6177429666 2013 2015-11-30 17:44:51Z KAREN LAFRAZIA 39 BOYLSTON STREET BOSTON MA 02116 9327513 0 X STFRANCISHOUSE.ORG X 1983 MA GROUNDED IN THE SPIRIT OF ST. FRANCIS OF ASSISI, WE THE STAFF, VOLUNTEERS,***SEE SCHEDULE 0**** AND BOARD OF DIRECTORS OF ST. FRANCIS HOUSE WORK AS A COMMUNITY TO PROVIDE FOR THE POOR AND HOMELESS OF BOSTON:A SAFE, CARING, RESPECTFUL AND DIGNIFIED REFUGE IN DOWNTOWN BOSTON THAT OFFERS THE BASIC SERVICES OF FOOD, SHELTER, CLOTHING, MEDICAL CARE, MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING TO ALL WHO ENTER OUR DOORS;EDUCATIONAL AND REHABILITATIVE SERVICES SUCH AS COUNSELING FOR OBTAINING EMPLOYMENT AND HOUSING IN ORDER TO DISCOVER AND DEVELOP THE STRENGTHS, TALENTS, INTERESTS, AND GOALS TO REINTEGRATE THEIR LIVES IN THE COMMUNITY.WHEN SERVICES ARE UNAVAILABLE, ST. FRANCIS HOUSE WILL WORK WITH THE LARGER COMMUNITY TO DEVELOP NEEDED RESOURCES TO SERVE THE POOR AND HOMELESS IN BOSTON, AND PARTICIPATE IN THE SHAPING OF SOLUTIONS TO THE INJUSTICES WE SEE. 21 21 118 325 0 0 5840350 8086223 494519 523073 31399 55682 697888 525081 7064156 9190059 0 0 0 0 4462434 4697009 0 0 1115269 3208584 3111620 7671018 7808629 -606862 1381430 15507658 16949672 2434689 2499130 13072969 14450542 X FOR 28 YEARS, SAINT FRANCIS HOUSE HAS WELCOMED POOR AND HOMELESS MEN AND WOMEN WHO FEAR THAT THEIR BEST DAYS ARE BEHIND THEM. WE PROVIDE SERVICES, SUPPORT, AND A GLIMPSE OF WHAT THEIR LIVES CAN BECOME: PRODUCTIVE, HEALTHY, FULFILLING. AT ST. FRANCIS HOUSE, OUR MISSION AND APPROACH ARE SIMPLE: WE BELIEVE IN THE WORTH OF EVERY HUMAN BEING, AND WE KNOW FROM EXPERIENCE THAT WHEN PEOPLE HAVE THE RIGHT TOOLS, CHANGE CAN HAPPEN. BIG CHANGE. THATS WHY WE PROVIDE OUR GUESTS WITH EVERYTHING THEY NEED TO RECLAIM THEIR DIGNITY AND REBUILD THEIR LIVES: NUTRITIOUS MEALS, CLOTHING, ACCESS TO MEDICAL CARE, COUNSELING, VOCATIONAL REHABILITATION, AND HOUSING. SEE SCHEDULE O FOR THE THE MANY ACCOMPLISHMENTS OF SAINT FRANICIS HOUSE IN THE LAST YEAR. 0 0 3437980 8305 ST. FRANCIS HOUSE IS THE LARGEST PROVIDER OF DAY SERVICES TO THE HOMELESS IN GREATER BOSTON. IN FISCAL YEAR 2013, AN AVERAGE OF 736 HOMELESS MEN AND WOMEN PER DAY RECEIVED BASIC SERVICES TO INCLUDE:* 268,483 MEALS* 12,179 INDIVIDUAL AND GROUP COUNSELING AND CASE MANAGEMENT SESSIONS* 6,342 CLOTHING APPOINTMENTS* 8,215 MEDICAL APPOINTMENTS 1407418 THE MOVING AHEAD PROGRAM (MAP) IS A TRANSITIONAL HOUSING PROGRAM SERVING HOMELESS INDIVIDUALS WHO ARE IN RECOVERY FROM SUBSTANCE ABUSE. MAP COMBINES SOBER RECOVERY HOME STAYS WITH A JOB-READINESS AND LIFE SKILLS REHABILITATIVE PROGRAM. DURING THE YEAR, 205 INDIVIDUALS PARTICIPATED IN THIS PROGRAM. 957452 560228 THE NEXT STEP HOUSING PROGRAM PROVIDES 56 UNITS OF SINGLE-OCCUPANCY SUPPORTED HOUSING FOR LOW INCOME PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS, UNEMPLOYMENT AND SUBSTANCE ABUSE. 5802850 1 1 0 0 0 0 0 0 0 1 1 1 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 0 1 0 0 0 1 1 0 0 0 1 20 0 118 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 X PAULA DIMASCIO 6176541220 39 BOYLSTON STREET BOSTON MA 02116 JAMES F SULLIVAN DIRECTOR 2.00 X 0 0 0 THOMAS E CONWAY OFM PHD DIRECTOR 2.00 X 0 0 0 RICHARD MEELIA DIRECTOR 2.00 X 0 0 0 JAMES F BARRY DIRECTOR 2.00 X 0 0 0 TIMOTHY J NOLAN DIRECTOR 2.00 X 0 0 0 SUSAN L SGROI DIRECTOR 2.00 X 0 0 0 RICHARD B SLIFKA DIRECTOR 2.00 X 0 0 0 E LINN TORTO DIRECTOR 2.00 X 0 0 0 ELIZABETH DUGAN DIRECTOR 2.00 X 0 0 0 DAVID J COYLE DIRECTOR 2.00 X 0 0 0 RICHARD J HUGHTO DIRECTOR 2.00 X 0 0 0 JUDITH A MALONE DIRECTOR 2.00 X 0 0 0 STEPHEN C NEFF DIRECTOR 2.00 X 0 0 0 STEPHEN H BROWN DIRECTOR 2.00 X 0 0 0 JENNIFER A NODELMAN DIRECTOR 2.00 X 0 0 0 THOMAS E REILLY JR DIRECTOR 2.00 X 0 0 0 MARK DOYLE DIRECTOR 2.00 X 0 0 0 MAUREEN E ROGERS CLERK 2.00 X 0 0 0 TIMOTHY S EGAN CHAIRPERSON 2.00 X 0 0 0 ROBERT J BETTACCHI TREASURER 2.00 X 0 0 0 KAREN LAFRAZIA EXECUTIVE DIRECTOR 40.00 X 125842 0 15987 125842 0 15987 2 0 0 0 0 1986296 6099927 263654 8086223 NEXT STEP PROGRAM RENT 624310 523073 523073 523073 55682 55682 617075 137454 479621 479621 NEXT STEP BUILDOUT 624310 33661 33661 MISCELLANEOUS 624310 11799 11799 45460 9190059 568533 0 535303 141829 113463 28366 3638273 2869569 319173 449531 519664 391254 60856 67554 397243 301544 45378 50321 3042 3042 48615 48615 3311 2846 15 450 541540 517170 12894 11476 51224 49242 936 1046 605260 574996 15132 15132 58693 58693 MEALS AND CLOTHING 438883 438883 PHOTOCOPYING/PRINTING 276498 8542 1710 266246 DIRECT SERVICE- SUBCONT 258093 258093 SUPPLIES 207722 197134 8568 2020 618739 190535 205077 223127 7808629 5802850 890510 1115269 433754 478730 2283171 2016312 1176462 522826 238425 346944 156711 19742439 12969424 7281731 6773015 4039862 6603249 54253 51885 15507658 16949672 579208 678118 719329 684860 1136152 1136152 2434689 2499130 X 7754225 9423134 5199661 4908325 119083 119083 13072969 14450542 15507658 16949672 1381430 -3857 0 X X 0 1 X 1 1 1 X 4968577 6072976 3940067 4561452 6634801 26177873 4968577 6072976 3940067 4561452 6634801 26177873 3048874 23128999 6682 12108 33331 21258 51824 125203 462356 457871 606299 708264 513675 2748465 29051541 9729274 0.79610 0.81940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119083 808 808 119083 119083 191 191 119083 19083 100000 191 191 119083 19083 19083 19083 19083 1.00000 0 0 137234 137234 14871008 8879323 5991685 1529476 1132406 397070 2992601 2846620 145981 212120 111075 101045 6773015 U.S. GOV'T AND FEDERAL AGENCY OBLIGATIONS 3307681 F CERTIFICATES OF DEPOSIT 3176485 F MUTUAL FUNDS 119083 F 6603249 NOTES PAYABLE- CEDAC 1136152 1136152 X 9886896 -3857 563241 137453 696837 9190059 0 9190059 8509324 563241 137454 700695 7808629 0 7808629 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS, HOWEVER, SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATED OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON LINE 8B 137,454. ROUNDING -1. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON LINE 8B 137,454. PART XII & PART XIII- LINES 2(D) PART XII & PART XIII- LINES 2(D)- OTHER- SPECIAL EVENTS EXPENSES WHICH ARE NETTED AGAINST INCOME FOR TAX REPORTING PURPOSES. GALA 617075 617075 137454 617075 617075 137454 137454 479621 X 12 226987 MARKET VALUE X 263654 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED TO THE DIRECTOR OF FINANCE. THE 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C IN CASES OF CONFLICT OR THE APPEARANCE OF CONFLICT, THE ORGANIZATION'S BOARD MEMBERS WILL DISCLOSE SUCH CONFLICT PRIOR TO TAKING ANY ACTION THAT MIGHT BE INFLUENCED OR APPEAR TO BE INFLUENCED BY IT. ONCE THAT DISCLOSURE HAS BEEN MADE KNOWN, THE REMAINING MEMBERS OF THE BOARD WILL DETERMINE WHETHER A CONFLICT EXISTS OR WHETHER THERE IS A POTENTIAL FOR SUCH CONFLICT. THE BOARD SHALL NOT ENTER INTO CONTRACTS WITH (1) ITS DIRECTORS, (2) DIRECTORS OF RELATED ORGANIZATIONS OR (3) ORGANIZATIONS WITH WHICH A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST UNLESS (A) THAT INTEREST IS DISCLOSED OR KNOWN TO THE BOARD (B) THE BOARD APPROVES, AUTHORIZES OR RATIFIES THE ACTION IN GOOD FAITH (C) THE APPROVAL IS BY A MAJORITY OF THE DIRECTORS (NOT COUNTING THE INTERESTED DIRECTOR) (D) A QUORUM OF THE BOARD IS PRESENT (NOT COUNTING THE INTERESTED DIRECTOR). IN SUCH CASES THE INTERESTED DIRECTOR MAY BE PRESENT AT RELATED BOARD MEETINGS TO ANSWER QUESTIONS ABOUT THE FINANCIAL RELATIONSHIP BUT MAY NOT ADVOCATE FOR THE ACTION TO BE TAKEN. IF A VOTE IS TO BE TAKEN THE INTERESTED DIRECTOR SHOULD LEAVE THE ROOM. THE MINUTES SHALL CLEARLY REFLECT THAT THESE REQUIREMENTS HAVE BEEN MET. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS AGENCY ACCOMPLISHMENTS AND DETERMINES COMPENSATION LEVELS FOR THE FOLLOWING YEAR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS REQUIRED BY LAW ARE MADE AVAILABLE TO THE PUBLIC. PAGE 2- PART III- ***IN THE PAST YEAR, ST. FRANCIS HOUSE HAS SERVED MORE THAN 268,000 MEALS; PROVIDED MORE THAN 7,300 SHOWERS; DISTRIBUTED MORE THAN 6,300 CHANGES OF CLOTHES; PARTNERED WITH BOSTON HEALTH CARE FOR THE HOMELESS TO PROVIDE OVER 8,200 MEDICAL APPOINTMENTS; ADVISED GUESTS IN MORE THAN 12,000 SESSIONS ON SUBSTANCE ABUSE, HOUSING, EMPLOYMENT, LEGAL MATTERS, MENTAL HEALTH AND OTHER ISSUES; GRADUATED THE 138TH CLASS FROM THE MOVING AHEAD PROGRAM (MAP), OUR VOCATIONAL REHABILITATION PROGRAM, WHOSE ALUMNI NUMBER MORE THAN 1,400; HOUSED 56 MEN AND WOMEN IN OUR NEXT STEP HOUSING PROGRAM. WE KNOW OUR APPROACH WORKS. WE HAVE BEEN NAMED A MODEL PROGRAM BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE U.S. HOUSE OF REPRESENTATIVES SPEAKERS TASK FORCE ON HOMELESSNESS, AND THE SOCIAL SECURITY ADMINISTRATION. AND EVERY DAY, OUR GUESTS TELL US THAT WE HAVE SAVED AND CHANGED THEIR LIVES. FORM 990, PAGE 1, QUESTION 6 ***DATA OBTAINED FROM SIGN IN/SIGN OUT LOG. VOLUNTEERS PROVIDE SERVICES IN ALL AREAS OF THE AGENCY BUT MOST IMPORTANTLY IN FOOD SERVICES; CLOTHING SERVICES AND DAY PROGRAM SERVICES TO SUPPORT STAFF IN THEIR DAILY FUNCTIONS AND IN ADDITION, ENABLE ADDITIONAL SERVICES TO BE PROVIDED THAT WOULD NOT NORMALLY BE AVAILABLE. SCHEDULE M, LINE 5 & 19 COLUMN B ***SO MANY INDIVIDUALS AS WELL AS VENDORS CONTRIBUTE FOOD AND CLOTHING AT SO MANY DIFFERENT TIMES OF THE DAY TO SAINT FRANCIS HOUSE, THAT IT IS ALMOST IMPOSSIBLE TO TRACK THE NUMBER OF CONTRIBUTIONS. CARRYON LLC PO BOX 120499 BOSTON MA 02116 PROVIDE EMPLOYMENT OPPORTUNITIES FOR GUESTS OF SAINT FRANCIS HOUSE MA 16609 5965 SAINT FRANCIS HOUSE POUA 48 BOYLSTON STREET LLC 48 BOYLSTON STREET BOSTON MA 02116 471370702 FORMED TO REDEVELOP PROPERTY FOR ITS EXEMPT PURPOSE MA N/A RELATED INCOME 0 0 0.50000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POUA 48 BOYLSTON STREET LLC D 156711 BALANCE AT 06-30-2014