2013-04-01T08:22:32-05:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 ONE PARKER STREET LAWRENCE MA 01843 YVONNE ALLARD 9786859471 2013-03-18 1 JEFFREY V CICOLINI CPA P00837468 5083669100 2013-03-15 2011 2016-02-25 16:41:14Z FIDELITY HOUSE HUMAN SERVICES YVONNE ALLARD ONE PARKER STREET LAWRENCE MA 01843 12008044 0 X WWW.FIDELITYHHS.ORG X 1971 MA 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. 14 14 392 95 0 0 10236355 11073602 580238 621349 13100 68946 27195 36970 10856888 11800867 0 0 0 0 8040094 8781116 0 0 129264 2661791 2912926 10701885 11694042 155003 106825 5320882 5614003 2775951 2975176 2544931 2638827 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 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 0 0 8407734 627632 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. 715620 4560 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. 680337 8297 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. 535586 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. 535586 10339277 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 48 0 1 392 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 ONE PARKER STREET LAWRENCE MA 01843 ANDREW NOVELLINE 1.00 X X 0 0 0 MARYELLEN MACCARONE 1.00 X X 0 0 0 PENNY JUDD 1.00 X X 0 0 0 CHERYL PARENT 1.00 X X 0 0 0 CLAIRE FIRRIELLO 1.00 X 0 0 0 MOLLY BRESNAHAN 1.00 X 0 0 0 CONCETTA L KING 1.00 X 0 0 0 KATHLEEN ST HILAIRE 1.00 X 0 0 0 WAYNE F SIMMONS JR 1.00 X 0 0 0 KARA J JOHNSON 1.00 X 0 0 0 ROBERT DICKEY 1.00 X 0 0 0 STEPHEN M JASKELEVICUS 1.00 X 0 0 0 FRANK BRUCATO 1.00 X 0 0 0 RICHARD C DEWHIRST 1.00 X 0 0 0 YVONNE ALLARD 40.00 X 91396 0 6000 JOSEPH MCKENNA 40.00 X 71367 0 0 162763 0 6000 0 0 0 0 PICARD CONSTRUCTION 85 PEREV STREET LOWELL MA 01852 CONSTRUCTION CONTRACT 298025 1 9256 10996550 67796 9256 11073602 CLIENT FEES AND RENTS 532000 621349 621349 621349 9491 9491 258008 198553 59455 59455 59455 26454 9256 8624 17830 17830 MISCELLANEOUS 900099 19140 19140 19140 11800867 640489 0 86776 198491 9924 180766 7801 7249525 6687975 493675 67875 793826 708762 71644 13420 539274 485891 47852 5531 4100 4100 29286 29286 5862 5862 30858 30858 265991 166260 93200 6531 14399 14399 627941 463345 164596 118003 103621 14248 134 69850 69728 122 156070 151520 4550 33415 30960 2124 331 TEMPORARY HELP & CONTRA 683848 676160 7688 STIPENDS 459330 459330 FOOD 172133 169314 2819 VEHICLE OPERATING COSTS 122962 122925 37 118878 33562 57675 27641 11694042 10339277 1225501 129264 90913 26088 310542 762474 1199332 752601 129852 136089 4507843 1587991 2270860 2919852 793608 793186 525775 223713 5320882 5614003 969422 910668 8767 17421 115580 133285 1175064 1406684 507118 507118 2775951 2975176 X 2470520 2565746 74411 73081 2544931 2638827 5320882 5614003 X 106825 -12929 X 0 1 1 X 1 1 X 8575176 9011167 9523926 10236355 11091432 48438056 8575176 9011167 9523926 10236355 11091432 48438056 48438056 66025 22166 20792 14236 9491 132710 46564 19040 30297 27195 19140 142236 48713002 2892308 0.99440 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 115580 17705 133285 1 673409 673409 2860047 1175792 1684255 11403 10973 430 511872 151745 360127 451112 249481 201631 2919852 CONDITIONAL DEBT 507118 507118 11800867 11694042 106825 -12929 -12929 93896 11815666 -12929 27728 14799 11800867 0 11800867 11721770 27728 27728 11694042 0 11694042 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. GOLF TOURNAMENT 35710 9256 26454 7093 1531 35710 9256 26454 7093 1531 8624 17830 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES -12,929. TOTAL TO FORM 990, PART XI, LINE 5: -12,929. FHI LAWRENCEANDOVER INC ONE PARKER STREET 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 1 0 0 1 0 0 0 0 FHI LAWRENCEANDOVER INC K 7980 FAIR MARKET VALUE FHI LAWRENCEANDOVER INC N 72144 FAIR MARKET VALUE FHI LAWRENCEANDOVER INC D 41111 FAIR MARKET VALUE