2014-02-13T06:14:17-06:00 2013-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2012-07-01 042104871 CARDINAL CUSHING CENTERS INC CARD 7818266371 405 WASHINGTON STREET HANOVER MA 02339 SIGMUND R KOZARYN 7818266371 2014-02-11 1 JOSEPH P GREENE P00632697 7813564800 2012 2015-11-30 17:44:51Z JO ANN SIMONS 405 WASHINGTON STREET HANOVER MA 02339 23395635 0 X WWW.CUSHINGCENTERS.ORG X 1947 MA CARDINAL CUSHING CENTERS, FOUNDED IN 1947, IS AN INDEPENDENT NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES INTERGENERATIONAL EDUCATIONAL, VOCATIONAL, INDEPENDENT LIVING, AND ASSISTED LIVING SUPPORTS FOR STUDENTS, ADULTS AND THE ELDERLY WHO HAVE DEVELOPMENTAL DISABILITIES. THE ORGANIZATION SERVES APPROXIMATELY 262 INDIVIDUALS IN TWO SCHOOL LOCATIONS, TEN COMMUNITY RESIDENCES, A WORKSHOP, DAY HABILITATION, AND APARTMENTS. 17 17 595 311 0 0 1721927 1819471 20188572 21365832 68183 35481 -112409 0 21866273 23220784 0 0 0 0 18039131 17745134 0 0 302413 4129269 4321294 22168400 22066428 -302127 1154356 16976622 18238170 10846543 10946350 6130079 7291820 X CARDINAL CUSHING CENTERS, FOUNDED IN 1947, IS AN INDEPENDENT NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES INTERGENERATIONAL EDUCATIONAL, VOCATIONAL, INDEPENDENT LIVING, AND ASSISTED LIVING SUPPORTS FOR STUDENTS, ADULTS AND THE ELDERLY WHO HAVE DEVELOPMENTAL DISABILITIES. THE ORGANIZATION SERVES APPROXIMATELY 262 INDIVIDUALS IN TWO SCHOOL LOCATIONS, TEN COMMUNITY RESIDENCES, A WORKSHOP, DAY HABILITATION, AND APARTMENTS. 0 0 15572275 16443279 DAY AND RESIDENTIAL SCHOOLS - CARDINAL CUSHING CENTERS PROVIDES AN INDIVIDUALIZED LIFE SKILLS PROGRAM DESIGNED TO PREPARE STUDENTS FOR LIVING AND WORKING IN THE REAL WORLD. STUDENTS ARE OFFERED A CONTINUUM OF LEARNING EXPERIENCES INCLUDING EDUCATIONAL, PREVOCATIONAL, VOCATIONAL, DAY AND RESIDENTIAL PROGRAMS ADAPTED TO MEET THE NEEDS OF EACH STUDENT. CARDINAL CUSHING IS PRIMARILY A PSYCHO-EDUCATIONAL PROGRAM SPECIALIZING IN HELPING STUDENTS WITH AUTISM AND MILD, MODERATE, AND SEVERE INTELLECTUAL DISABILITIES, MANY OF WHOM HAVE ADDITIONAL SECONDARY DISABILITIES. BOTH DAY AND RESIDENTIAL PROGRAMS PROVIDE A FULL COMPLIMENT OF SUPPORTIVE SERVICES INCLUDING EDUCATIONAL TESTING, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES, ADPATIVE PHYSICAL EDUCATION, ART, MUSIC, COMPUTER EDUCATIONAL AND RECREATION. IN ADDITION TO OFF-CAMPUS VOCATIONAL TRAINING OPPORTUNITIES IN LOCAL COMMUNITY, CARDINAL CUSHING OFFERS ON-SITE VOCATIONAL PROGRAMS INCLUDING A BOTTLE REDEMPTION CENTER, GREENHOUSE, CULINARY ARTS AND SEVERAL RETAIL SITES. WE SUPPORTED 67 DAY STUDENTS AND 68 RESIDENTIAL STUDENTS IN THESE PROGRAMS DURING THE YEAR ENDED JUNE 30, 2013. 3051520 3410153 ADULT COMMUNITY RESIDENCES - PROVIDES HOME SUPPORTS TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES OVER THE AGE OF TWENTY-TWO. CURRENTLY, THE PROGRAM HAS EIGHT HOMES LOCATED IN THE COMMUNITY THAT WERE COOPERATIVELY CHOSEN WITH INDIVIDUALS AND FAMILIES WE SUPPORT. THE INDIVIDUALS RESIDING IN THESE HOMES RECEIVE TWENTY-FOUR HOUR SUPPORT SERVICES BY EXCEPTIONALLY QUALIFIED AND EXPERIENCED STAFF. AT HOME, WE PROVIDE TRAINING CENTERED ON FUNCTIONAL SKILLS SUCH AS PLANNING AND PREPARING NUTRITIOUS MEALS, ASSUMING RESPONSIBILITIES FOR DAILY CHORES, TAKING PRIDE IN PERSONAL APPEARANCE, AND PRACTICING SELF-PRESERVATION SKILLS. WE SUPPORTED 40 ADULT INDIVIDUALS IN THIS PROGRAM DURING THE YEAR ENDED JUNE 30, 2013. 646028 652279 SOUTH SHORE INDUSTRIES - OFFERS A WIDE RANGE OF EMPLOYMENT OPPORTUNITIES TO ADULTS WITH DISABILITIES OVER THE AGE OF TWENTY-TWO. WE ARE COMMITTED TO THE EXPLORATION, DEVELOPMENT AND IMPLEMENTATION OF EMPLOYMENT PLANS THAT REFLECT EACH INDIVIDUAL'S PREFERENCES, SKILLS AND NEEDS. MANY ARE SUCCESSFULLY EMPLOYED BY LOCAL BUSINESSES AND NEED VARYING LEVELS OF SUPPORT FROM THE EXPERIENCED JOB COACHES PROVIDED THROUGH SOUTH SHORE INDUSTRIES. FOR OTHERS, SOUTH SHORE INDUSTRIES MAY BE THEIR INITIAL STEP INTO A WORK ENVIRONMENT. THESE INDIVIDUALS ARE OFFERED OPPORTUNITIES TO EXPLORE A VARIETY OF EMPLOYMENT SETTINGS, WHICH INCLUDE VOLUNTEER PROGRAMS, AND/OR PARTICIPATION AS A MEMBER OF A COMMUNITY-BASED WORK CREW. WE SUPPORTED OVER 41 ADULTS IN THIS PROGRAM DURING THE YEAR ENDED JUNE 30, 2013. 755218 694057 DAY HABILITATION SERVICES - LIFE OPPORTUNITIES UNLIMITED, AN INNOVATIVE AND GOAL ORIENTED DAY HABILITATION PROGRAM IS OPEN IN BRAINTREE, MASSACHUSETTS. THERE HAS BEEN CAREFUL CONSIDERATION IN BUILDING A HIGHLY MOTIVATED TEAM AND DEVELOPING CURRICULUM THAT WILL BEST MEET THE NEEDS OF INDIVIDUALS REFERRED. WE OFFER A MEANINGFUL AND PRODUCTIVE DAY FOR ALL THE INDIVIDUALS THAT ATTEND. OUR DEDICATED TEAM INCLUDES A REGISTERED NURSE, PHYSICAL THERAPIST, OCCUPATIONAL THERAPIST, SPEECH THERAPIST, AND BEHAVIORAL THERAPIST. AN EMPHASIS ON A HEALTHY LIFE STYLE, COMMUNITY ENGAGEMENT AND CHOICE IS WHAT WE ARE ABOUT. THE PROGRAM SERVED APPROXIMATELY 40 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2013. 15775 0 CAMPUS MINISTRY - PROMOTES FRANCISCAN VALUES THROUGHOUT OUR PROGRAMS. IT SUPPORTS BOTH STUDENTS AND STAFF OF ALL FAITHS. 11455 384 ADULT FAMILY DAY CARE - PROGRAM FUNDED BY MASSHEALTH THAT PAYS FAMILY MEMBERS OR NON-FAMILY MEMBERS TO CARE FOR PEOPLE WITH DISABILTIIES IN A HOME SETTING. THE GOAL OF THE PROGRAM IS TO DELAY OR PREVENT OUT OF HOME PLACEMENTS FOR INDIVIDUALS WHO CANNOT LIVE SAFELY ON THEIR OWN. THE PROGRAM SERVED APPROXIMATELY 3 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2013. 102030 108718 ACHIEVE PROGRAM - OFFERS A TEN-MONTH POST-SECONDARY PROGRAM FOR STUDENTS WITH MILD TO MODERATE INTELLECTUAL DISABILITIES, INCLUDING AUTISM, WHO HAVE COMPLETED SECONDARY SCHOOL OR A SIMILAR PROGRAM. THE PROGRAM IS OPEN TO BOTH DAY STUDENTS AND FULL-TIME RESIDENTIAL STUDENTS. THE PROGRAM SERVED APPROXIMATELY 1 DAY STUDENT AND 2 RESIDENTIAL STUDENTS DURING THE YEAR ENDED JUNE 30, 2013. 58548 56962 WASTE WATER TREATMENT PLANT 943026 860121 20212849 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 11 0 1 595 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X X SIGMUND R KOZARYN 7818291215 405 WASHINGTON STREET HANOVER MA 02339 MICHAEL BULMAN 1.00 X X 0 0 0 PAUL BUTKA 1.00 X 0 0 0 CHARLES DREA 1.00 X 0 0 0 GEORGE DRUMMEY 1.00 X 0 0 0 FAYE FLORENCE 1.00 X 0 0 0 JAMES FRENCH 1.00 X X 0 0 0 RITA HARRIS 1.00 X 0 0 0 CAROL KEOHANE 1.00 X 0 0 0 PAUL KILEY 1.00 X X 0 0 0 SR GABRIELLE KOWALSKI OSF 1.00 X 0 0 0 FREDERICK M MISILO 1.00 X 0 0 0 SR DIANE OMAN OSF 1.00 X 0 0 0 PETER O'MEARA 1.00 X 0 0 0 SR KENAN REBHOLZ OSF 1.00 X 0 0 0 SR HELEN ROBERTS OSF 1.00 X 0 0 0 DAVID B SMITH 1.00 X 0 0 0 DAVID YOSHIDA 1.00 X 0 0 0 JO ANN SIMONS 40.00 X 180705 0 5494 SIGMUND R KOZARYN 40.00 X 111894 0 12608 MARYBETH HASENFUSS 40.00 X 105687 0 12636 LAWRENCE SAUER 40.00 X 100404 0 12590 498690 0 43328 4 0 1 0 0 805413 6500 1007558 132703 1819471 DAY AND RESIDENTIAL SCHOOLS 611600 16551997 16551997 COMMUNITY RESIDENCES 624200 3410153 3410153 DAY HABILITATION SERVICES 611420 694057 694057 EMPLOYMENT SUPPORTS 624310 652279 652279 ADULT FAMILY CARE 624100 384 384 56962 56962 21365832 29355 29355 6126 0 6126 6126 6126 174851 805413 174851 0 23220784 21365832 0 35481 322690 322690 14577964 13723069 718701 136194 1632313 1546328 80746 5239 1212167 1122659 77726 11782 32862 32862 37573 37573 115911 115181 730 1806931 1748799 56936 1196 254543 247369 5776 1398 2900 2900 563970 557913 6057 FOOD 565805 565504 196 105 PROGRAM SUPPLIES & MATE 303917 303917 PROGRAM SUPPORT 99754 99754 OTHER CONSULTING 94727 24929 47194 22604 442401 154527 163979 123895 22066428 20212849 1551166 302413 708582 2123194 4277330 4301403 128656 107441 1839872 1822970 554277 402817 22474652 13330091 9224131 9144561 233246 240631 10528 95153 16976622 18238170 1819865 1762076 112862 213487 6879796 6763054 35741 35738 585462 585462 1412817 1586533 10846543 10946350 X 5323376 6390313 538457 625876 268246 275631 6130079 7291820 16976622 18238170 1154356 7385 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 268246 7385 275631 275211 -6965 268246 243837 31374 275211 236172 7665 243837 294981 -58809 236172 1.00000 0 0 1065514 1065514 17912523 10219375 7693148 3496615 3110716 385899 9144561 ASSET RETIREMENT OBLIGATION 1500412 OTHER CURRENT LIABILITY 86121 1586533 X 23403020 7385 7385 23395635 -174851 -174851 23220784 22241279 174851 174851 22066428 0 22066428 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS CLIENT FUNDS FOR PERSONAL NEED/CARE EXPENSES OF THE STUDENTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME GENERATED FROM THE ENDOWMENT FUNDS IS USED TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE LONG-TERM STABILITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION 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 BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN, AND CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJET TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES DIRECT FUNDRAISING EVENT EXPENSES TOTALED $174,851 FOR YEAR ENDING JUNE 30, 2013. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE ORGANIZATION IS A MEMBER IN THE PRIVATE SCHOOLS LISTING APPROVED BY THE MASSACHUSETTS ASSOCIATION OF APPROVED CHAPTER 766 PRIVATE SCHOOLS, WHOSE ANNUAL ADVERTISEMENTS MAKE KNOWN TO THE GENERAL PUBLIC THAT THE MEMBERS ON THE LISTING ARE IN COMPLIANCE WITH THE NONDISCRIMINATION POLICY. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE MASSACHUSETTS DEPARTMENT OF DEVELOPMENTAL SERVICES, DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION, DEPARTMENT OF CHILDREN AND FAMILIES, REHABILITATION COMMISSION AND VARIOUS CITIES AND TOWNS UNDER CHAPTER 766. GOLF TOURNAMENTS 482877 396745 86132 16551 16403 21410 SPRINGTIME EVENT 497387 408668 88719 55595 10405 54487 980264 805413 174851 16551 71998 10405 75897 174851 0 X X 0 0 0 0 0 0 0 0 0 JO ANN SIMONS 180705 0 0 0 0 0 0 0 5494 0 186199 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583FM73 2010-06-29 7085000 REFINANCING OF EXISTING DEBT 0 0 0 A 7085000 452465 141700 2010 0 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 CHARLES DREA BOARD MEMBER 3019 THE ORGANIZATION INCURS INSURANCE PREMIUMS AND RECEIVES INSURANCE AND FRINGE BENEFIT ADVICE FROM A COMPANY OWNED BY A MEMBER OF ITS BOARD OF DIRECTORS. THE ORGANIZATION MADE INSURANCE PREMIUM PAYMENTS TOTALING $3,019 TO THE COMPANY FOR THE YEAR ENDED JUNE 30, 2013. THE COMPANY ALSO EARNS COMMISSIONS BASED ON OTHER PREMIUMS THE ORGANZIATION PAYS TO VARIOUS INSURANCE COMPANIES. 0 SIGMUND R KOZARYN CFO AND TREASURER 56962 THE ORGANIZATION'S CFO AND TREASURER IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF CUSHING RESIDENCE, INC. THE ORGANIZATION AND CUSHING RESIDENCE ARE EACH RESPONSIBLE FOR ONE-HALF OF THE COSTS OF OPERATING AND MAINTAINING A WASTE WATER TREATMENT FACILITY. AS A RESULT, THE ORGANIZATION BILLED CUSHING RESIDENCE $56,962 FOR ITS SHARE OF THE OPERATING AND MAINTENANCE COSTS FOR THE YEAR ENDED JUNE 30, 2013. 0 X 132703 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF CARDINAL CUSHING CENTERS, INC. IS THE CANONICALLY ELECTED ADMINISTRATIVE TEAM OF THE SISTERS OF ST. FRANCIS ASSISI. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER (THE ADMINISTRATIVE TEAM OF THE SISTERS OF ST. FRANCIS OF ASSISI) HAVE THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE MEMBER (THE ADMINISTRATIVE TEAM OF THE SISTERS OF ST. FRANCIS OF ASSISI) HAVE THE FOLLOWING RIGHTS GRANTED BY THE ORGANIZATIONS BY-LAWS: -REVIEW, ADOPT, AMEND AND APPROVE THE ORGANIZATION'S ANNUAL OPERATING AND CAPITAL BUDGETS -REVIEW, APPROVE OR DISAPPROVE ANY UNBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $100,000, ANY BORROWING IN EXCESS OF $100,000, AND ANY BORROWING WHICH IS TO BE SECURED BY A MORTGAGE OR OTHER INTEREST IN REAL PROPERTY OWNED BY THE ORGANIZATION, REGARDLESS OF THE AMOUNT -APPROVE ANY PURCHASE, SALE, OR TRANSFER OF THE ORGANIZATION'S REAL PROPERTY -REVIEW, APPROVE OR DISAPPROVE ANY GENERAL PLAN BY OR ON BEHALF OF THE ORGANIZATION FOR THE SOLICITATION OF CONTRIBUTIONS AND APPROVE OR DISAPPROVE ACCEPTANCE OF ANY CHARITABLE CONTRIBUTION WHICH IMPOSES A MATERIAL OBLIGATION THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, CFO AND CEO. ANY RESULTANT COMMENTS AND CHANGES ARE INCORPORATED INTO THE FORM BY THE INDEPENDENT ACCOUNTANTS. A SUMMARY OF THE FORM 990 IS GIVEN TO THE BOARD, ALONG WITH A COMPLETE COPY FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS REVIEWED WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES ANNUALLY. EACH YEAR EVERY BOARD MEMBER AND OFFICER ARE REQUIRED TO DISCLOSE ANY RELATED PARTY/CONFLICT OF INTEREST TRANSACTION. THE ORGANIZATION ALSO HAS A COMPLIANCE OFFICER THAT REVIEWS THIS POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEWING COMPARABILITY DATA. THE ORGANIZATION CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AND IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS REVIEWED WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES ANNUALLY. EACH YEAR EVERY BOARD MEMBER AND OFFICER ARE REQUIRED TO DISCLOSE ANY RELATED PARTY/CONFLICT OF INTEREST TRANSACTIONS. THE ORGANIZATION ALSO HAS A COMPLIANCE OFFICER THAT REVIEWS THIS POLICY ANNUALLY. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. OVERSIGHT OF THE AUDIT FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND ITS SELECTION OF AN INDEPENDENT AUDITOR. THERE HAVE BEEN NO CHANGES IN THIS PROCESS SINCE THE PRIOR YEAR. VOLUNTARY FILING CARDINAL CUSHING CENTERS, INC. IS VOLUNTARILY FILING THIS FORM 990 EVEN THOUGH IT IS NOT REQUIRED TO FILE. CARDINAL CUSHING CENTERS, INC. APPEARS IN THE OFFICIAL CATHOLIC DIRECTORY.