FIDELITY HOUSE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIDELITY HOUSE INC (EIN 04-2499679)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-01
- IRS object ID
- 201300919349300700
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-01T08:22:32-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042499679 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIDE | NameControl |
| Phone | 9786859471 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YVONNE ALLARD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9786859471 | Phone |
| Date Signed | 2013-03-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY V CICOLINI CPA | Name |
| PTIN | P00837468 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-03-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE HUMAN SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | YVONNE ALLARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12008044 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FIDELITYHHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES, TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE THROUGH A PORTFOLIO OF DIVERSIFIED OFFERINGS, INCLUDING RESIDENTIAL, EDUCATIONAL, VOCATIONAL, DEVELOPMENTAL, AND ADVOCACY SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 392 | TotalNbrEmployees |
| Total Nbr Volunteers | 95 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10236355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11073602 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 580238 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 621349 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13100 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68946 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27195 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36970 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10856888 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11800867 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8040094 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8781116 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 129264 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2661791 | OtherExpensePriorYear |
| Other Expenses Current Year | 2912926 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10701885 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11694042 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 155003 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 106825 | RevenuesLessExpensesCY |
| Total Assets BOY | 5320882 | TotalAssetsBOY |
| Total Assets EOY | 5614003 | TotalAssetsEOY |
| Total Liabilities BOY | 2775951 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2975176 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2544931 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2638827 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 TO ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE. FHHS SERVES CHILDREN AND ADULTS WITH A WIDE RANGE OF DISABILITIES INCLUDING SEVERE COGNITIVE AND PHYSICAL IMPAIRMENTS, AUTISM SPECTRUM DISORDER, CEREBRAL PALSY AND MORE. FHHS IS GUIDED BY THE CORE VALUES OF EMPOWERMENT AND SELF-DETERMINATION AND PROGRAMS ARE DESIGNED TO PROMOTE RESPECT FOR EACH INDIVIDUAL AND THEIR DAILY CHALLENGES. FHHS CURRENTLY SERVES 596 CHILDREN AND ADULTS WHO ARE MOSTLY LOW-INCOME; 36% ARE CHILDREN AGED 3 TO 26; 30% ARE OVER AGE 60; 72% LIVE IN GREATER LAWRENCE; AND 28% RECEIVE SPECIALIZED SERVICES IN 66 COMMUNITIES IN NORTHEASTERN MASSACHUSETTS. RECENT ACCOMPLISHMENTS INCLUDE COMPLETING A STRATEGIC PLAN, ADDING 3 NEW BOARD MEMBERS, INCREASING REVENUE FROM FUNDRAISING, AND IMPLEMENTING AN ADULT FOSTER CARE PROGRAM | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8407734 | Expense |
| Revenue | 627632 | Revenue |
| Description | ADULT RESIDENTIAL MANAGES 19 COMMUNITY GROUP RESIDENCES, STAFFED 24 HOURS A DAY, FOR A TOTAL OF 80 PEOPLE SERVED, MOST OF WHOM HAVE MULTIPLE DISABILITIES AND ARE MEDICALLY FRAGILE. 37% OF FHHS RESIDENTS ARE AGE 61 OR OLDER AND MORE THAN 90% ARE LOW INCOME. FHHS STRIVES TO SUPPORT THE CHOICES AND MEET THE NEEDS OF ALL ITS RESIDENTS. WE EMPOWER AND SUPPORT INDIVIDUALS TO PARTICIPATE IN COMMUNITY ACTIVITIES, INCLUDING EMPLOYMENT, VOLUNTEER WORK, AND A FULL VARIETY OF SOCIAL, RECREATIONAL AND LEISURE ACTIVITIES. WE PARTNER WITH INDIVIDUALS AND FAMILIES TO CREATE A SUPPORT PLAN WHICH COULD INCLUDE CLINICAL SERVICES, SKILLS TRAINING AND OTHER OPPORTUNITIES DESIGNED TO MEET INDIVIDUAL NEEDS AND PREFERENCES.RECENT ACCOMPLISHMENTS INCLUDE THE BUILDING AND OPENING OUR 19TH STATE OF THE ART GROUP RESIDENCE DESIGNED TO ACCOMMODATE FIVE MEDICALLY FRAGILE RESIDENTS. ADDITIONALLY, THE STAFF IN ALL RESIDENCES RECEIVED EXTENSIVE TRAINING TO EFFECTIVELY MEET THE ON-GOING AND SPECIALIZED HEALTH CARE NEEDS OF OUR AGING POPULATION. CAPITAL IMPROVEMENTS INCLUDE ACCESSIBILITY INITIATIVES INCLUDING NEW RAMPS, BATHROOMS AND WHEEL CHAIR VANS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 715620 | Expense |
| Revenue | 4560 | Revenue |
| Description | CHILDREN AND FAMILY SERVICES SUPPORTS 414 FAMILIES WHO CARE FOR A DISABLED FAMILY MEMBER AT HOME. FHHS HELPS EACH CLIENT AND FAMILY SET GOALS VIA AN INDIVIDUAL FAMILY SUPPORT PLAN AND PROVIDES INTENSIVE SUPPORT FOR FAMILIES IN CRISIS. BI-LINGUAL CASE MANAGERS WORK DIRECTLY WITH LATINO FAMILIES ON A DAILY BASIS, CARRY OUT AN INNOVATIVE LATINO MEDICAL PROGRAM, AND COORDINATE ESL CLASSES AND A LATINO PARENT SUPPORT GROUP. FHHS SOCIAL WORKERS COORDINATE ALL OF THE THERAPEUTIC, EDUCATIONAL, RECREATIONAL AND SUPPORT GROUP PROGRAMS THAT FALL UNDER THE UMBRELLA OF THE "FAMILY SUPPORT CENTER". DURING THE PAST YEAR THERE WERE 124 PARTICIPANTS IN ONGOING THERAPEUTIC AND RECREATIONAL PROGRAMS SUCH AS ART AND MUSIC THERAPY, AND 70 PARTICIPANTS IN EDUCATIONAL WORKSHOPS. IN ADDITION, FHHS SPONSORS A DOZEN OR MORE COMMUNITY EVENTS ANNUALLY; WITH 1,473 CLIENTS, SIBLINGS, PARENTS AND FAMILY MEMBERS PARTICIPATING IN THESE POPULAR ACTIVITIES. RECENT ACCOMPLISHMENTS INCLUDE PLANNING, DESIGNING AND FUNDRAISING FOR AN ENHANCED FAMILY SUPPORT CENTER DESIGNED FOR PROGRAM EXPANSION. ALL FAMILY SUPPORT PROGRAMS ARE DESIGNED TO COMPLEMENT EACH FAMILY MEMBER'S UNIQUE STRENGTHS AND GOALS AND TO PROMOTE INDEPENDENCE AND CHOICE. THE NEW FAMILY SUPPORT CENTER WILL OPEN IN THE SPRING OF 2013. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 680337 | Expense |
| Revenue | 8297 | Revenue |
| Description | INDIVIDUAL SUPPORT SERVICES PROVIDES CASE MANAGEMENT FOR 30 ADULTS IN SHARED LIVING AND 70 MEN AND WOMEN LIVING INDEPENDENTLY. SERVICES INCLUDE MONEY MANAGEMENT, HEALTH CARE MANAGEMENT, LIFE SKILLS TEACHING, COMMUNICATION AND SOCIAL SKILLS, PARENTING, GOAL SETTING AND ONGOING EVALUATION. FHHS STAFF SUPPORT EACH INDIVIDUAL TO FOSTER PERSONAL GROWTH, SELF-ADVOCACY, INDEPENDENCE AND FULL INTEGRATION INTO THE COMMUNITY. RECENT ACCOMPLISHMENTS INCLUDE THE IMPLEMENTATION OF A MEDICAID APPROVED ADULT FOSTER CARE PROGRAM WHICH WE EXPECT TO GROW SUBSTANTIALLY OVER THE NEXT FEW YEARS. THIS PROGRAM WILL ALLOW CHILDREN SUPPORTED BY OUR FAMILY SERVICES PROGRAM TO CONTINUE RECEIVING SERVICES THROUGH FHHS AS THEY BECOME ADULTS AND TRANSITION INTO ADULT SERVICE MODELS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 535586 | Expense |
| Description | INTENSIVE FAMILY SUPPORT - PROVIDES GOAL-ORIENTED SERVICES TO 90+ INDIVIDUALS WITHIN A LIMITED TIMEFRAME WHICH SUPPORTS THE INTEGRITY OF FAMILIES HAVING ONE OR MORE MEMBERS WITH A DEVELOPMENTAL DISABILITY WHO ARE EXPERIENCING SEVERE STRESS, WHICH IS CAUSING THE CHILD TO BE AT RISK OF OUT-OF-HOME PLACEMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 535586 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 10339277 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 392 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YVONNE M ALLARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9786859471 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDREW NOVELLINE | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MARYELLEN MACCARONE | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| PENNY JUDD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CHERYL PARENT | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| CLAIRE FIRRIELLO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MOLLY BRESNAHAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CONCETTA L KING | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN ST HILAIRE | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WAYNE F SIMMONS JR | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KARA J JOHNSON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT DICKEY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN M JASKELEVICUS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FRANK BRUCATO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD C DEWHIRST | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| YVONNE ALLARD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 91396 | 0 | 6000 | |
| JOSEPH MCKENNA | ||||||
| BUSINESS MANAGER | 40.00 | X | 71367 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 162763 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6000 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICARD CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 PEREV STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION CONTRACT | DescriptionOfServices |
| Compensation | 298025 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 9256 | FundraisingEvents |
| Government Grants | 10996550 | GovernmentGrants |
| All Other Contributions | 67796 | AllOtherContributions |
| Noncash Contributions | 9256 | NoncashContributions |
| Total Contributions | 11073602 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLIENT FEES AND RENTS | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 621349 | TotalRevenueColumn |
| Related Or Exempt Function Income | 621349 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 621349 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9491 | TotalRevenueColumn |
| Exclusion | $9,491 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 258008 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 198553 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59455 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59455 | TotalRevenueColumn |
| Exclusion | $59,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26454 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9256 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8624 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17830 | TotalRevenueColumn |
| Exclusion | $17,830 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19140 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19140 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11800867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 640489 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $86,776 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198491 | Total |
| Program Services | 9924 | ProgramServices |
| Management And General | 180766 | ManagementAndGeneral |
| Fundraising | 7801 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7249525 | Total |
| Program Services | 6687975 | ProgramServices |
| Management And General | 493675 | ManagementAndGeneral |
| Fundraising | 67875 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793826 | Total |
| Program Services | 708762 | ProgramServices |
| Management And General | 71644 | ManagementAndGeneral |
| Fundraising | 13420 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539274 | Total |
| Program Services | 485891 | ProgramServices |
| Management And General | 47852 | ManagementAndGeneral |
| Fundraising | 5531 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4100 | Total |
| Management And General | 4100 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29286 | Total |
| Management And General | 29286 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5862 | Total |
| Management And General | 5862 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30858 | Total |
| Management And General | 30858 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265991 | Total |
| Program Services | 166260 | ProgramServices |
| Management And General | 93200 | ManagementAndGeneral |
| Fundraising | 6531 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14399 | Total |
| Management And General | 14399 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 627941 | Total |
| Program Services | 463345 | ProgramServices |
| Management And General | 164596 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118003 | Total |
| Program Services | 103621 | ProgramServices |
| Management And General | 14248 | ManagementAndGeneral |
| Fundraising | 134 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69850 | Total |
| Program Services | 69728 | ProgramServices |
| Management And General | 122 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156070 | Total |
| Program Services | 151520 | ProgramServices |
| Management And General | 4550 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33415 | Total |
| Program Services | 30960 | ProgramServices |
| Management And General | 2124 | ManagementAndGeneral |
| Fundraising | 331 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TEMPORARY HELP & CONTRA | 683848 | 676160 | 7688 |
| STIPENDS | 459330 | 459330 | |
| FOOD | 172133 | 169314 | 2819 |
| VEHICLE OPERATING COSTS | 122962 | 122925 | 37 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118878 | Total |
| Program Services | 33562 | ProgramServices |
| Management And General | 57675 | ManagementAndGeneral |
| Fundraising | 27641 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11694042 | Total |
| Program Services | 10339277 | ProgramServices |
| Management And General | 1225501 | ManagementAndGeneral |
| Fundraising | 129264 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90913 | BOY |
| EOY | 26088 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310542 | BOY |
| EOY | 762474 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1199332 | BOY |
| EOY | 752601 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129852 | BOY |
| EOY | 136089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4507843 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1587991 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270860 | BOY |
| EOY | 2919852 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793608 | BOY |
| EOY | 793186 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525775 | BOY |
| EOY | 223713 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5320882 | BOY |
| EOY | 5614003 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 969422 | BOY |
| EOY | 910668 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8767 | BOY |
| EOY | 17421 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115580 | BOY |
| EOY | 133285 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175064 | BOY |
| EOY | 1406684 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507118 | BOY |
| EOY | 507118 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2775951 | BOY |
| EOY | 2975176 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2470520 | BOY |
| EOY | 2565746 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74411 | BOY |
| EOY | 73081 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2544931 | BOY |
| EOY | 2638827 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5320882 | BOY |
| EOY | 5614003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 106825 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12929 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8575176 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9011167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9523926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10236355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11091432 | CurrentTaxYear |
| Total | 48438056 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8575176 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9011167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9523926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10236355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11091432 | CurrentTaxYear |
| Total | 48438056 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 48438056 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66025 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22166 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20792 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9491 | CurrentTaxYear |
| Total | 132710 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30297 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19140 | CurrentTaxYear |
| Total | 142236 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48713002 | TotalSupport |
| Gross Receipts From Admissions Etc | 2892308 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 115580 | BeginningBalance |
| Additions During Year | 17705 | AdditionsDuringYear |
| Ending Balance | 133285 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 673409 | OtherCostOrOtherBasis |
| Book Value | 673409 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2860047 | OtherCostOrOtherBasis |
| Depreciation | 1175792 | Depreciation |
| Book Value | 1684255 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11403 | OtherCostOrOtherBasis |
| Depreciation | 10973 | Depreciation |
| Book Value | 430 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 511872 | OtherCostOrOtherBasis |
| Depreciation | 151745 | Depreciation |
| Book Value | 360127 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 451112 | OtherCostOrOtherBasis |
| Depreciation | 249481 | Depreciation |
| Book Value | 201631 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2919852 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONDITIONAL DEBT | Description |
| Amount | $507,118 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 507118 | TotalOfAmounts |
| Total Revenue | 11800867 | TotalRevenue |
| Total Expenses | 11694042 | TotalExpenses |
| Excess Or Deficit For Year | 106825 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -12929 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -12929 | TotalAdjustments |
| Excess Or Deficit Per FS | 93896 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11815666 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12929 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 27728 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 14799 | RevenueNotRptdF990 |
| Revenue Subtotal | 11800867 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11800867 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11721770 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 27728 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 27728 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11694042 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11694042 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART IV, LINE 2B: | THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF ITS CLIENTS. |
| 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, 2012, 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 35710 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9256 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26454 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7093 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1531 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 35710 | GrossReceiptsTotal |
| Charitable Contributions Total | 9256 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26454 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7093 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1531 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 8624 | DirectExpenseSummaryEvents |
| Net Income Summary | 17830 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 XI, LINE 5: | DONATED SERVICES AND USE OF FACILITIES -12,929. TOTAL TO FORM 990, PART XI, LINE 5: -12,929. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FHI LAWRENCEANDOVER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264412391 | EIN |
| Primary Activities | ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FHI LAWRENCEANDOVER INC | ||
| K | 7980 | FAIR MARKET VALUE |
| FHI LAWRENCEANDOVER INC | ||
| N | 72144 | FAIR MARKET VALUE |
| FHI LAWRENCEANDOVER INC | ||
| D | 41111 | FAIR MARKET VALUE |
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