SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC (EIN 04-2389659)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201341339349301589
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:15:29-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | 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 | 042389659 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5086202300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOWARD STREET | AddressLine1 |
| City | FRAMINGHAM | City |
| State | MA | State |
| ZIP Code | 01702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R ARSENEAULT | Name |
| Title | CFO | Title |
| Phone | 5086202300 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE JOHNSON | Name |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES T CUDDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOWARD STREET | AddressLine1 |
| City | FRAMINGHAM | City |
| State | MA | State |
| ZIP Code | 01702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62478044 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SMOC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDER OF DAY CARE, FUEL/ENERGY ASSIST, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 774 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 406112 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 396262 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59986313 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 60400712 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1741 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1327 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1484242 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1660956 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 61878408 | TotalRevenuePriorYear |
| Total Revenue Current Year | 62459257 | 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 | 20012314 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19814121 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 608 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 40855245 | OtherExpensePriorYear |
| Other Expenses Current Year | 42531533 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60867559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 62345654 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1010849 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 113603 | RevenuesLessExpensesCY |
| Total Assets BOY | 10854674 | TotalAssetsBOY |
| Total Assets EOY | 13871821 | TotalAssetsEOY |
| Total Liabilities BOY | 6648245 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9007348 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4206429 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4864473 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE QUALITY OF LIFE OF LOW-INCOME AND DISADVANTAGED INDIVIDUALS AND FAMILIES BY ADVOCATING FOR THEIR NEEDS AND RIGHTS; PROVIDING SERVICES; EDUCATING THE COMMUNITY; BUILDING A COMMUNITY OF SUPPORT; PARTICIPATING IN COALITIONS WITH OTHER ADVOCATES AND SEARCHING FOR NEW RESOURCES AND PARTNERSHIPS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30987328 | Expense |
| Revenue | 31867455 | Revenue |
| Description | ENERGY AND FINANCIAL ASSISTANCE - PROVIDES FUEL, ENERGY AND RENTAL ASSISTANCE TO LOW INCOME PEOPLE IN ORDER TO HELP THEM AFFORD THE RISING COST OF UTILITIES, RENT AND OTHER COSTS OF LIVING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7700126 | Expense |
| Revenue | 7918831 | Revenue |
| Description | ADVOCACY PROGRAM - PROVIDE INIDIVIDUALS WITH ACCESS TO RESOURCES THAT ENABLE THEM TO BECOME FINANCIALLY SELF-SUFFICENT AND ECONOMICALLY INDEPENDENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7310726 | Expense |
| Revenue | 7518371 | Revenue |
| Description | EDUCATION AND CHILD CARE - ADVOCACY DAYCARE IN A HEALTHY, SAFE AND LOVING ENVIRONMENT WHICH IS CONDUCTIVE TO LEARNING AND GROWTH, TO CHILDREN WHOSE PARENTS NEED FULL-TIME CARE TO PURSUE EMPLOYMENT. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 2829322 | 2909683 | MENTAL HEALTH SERVICES - CLINICAL SERVICES THAT BEGINS WITH LISTENING TO CLIENTS AND FROM THERE DEVELOPING A DIAGNOSTIC ASSESSMENT TO IDENTIFY THE SYMPTOMS AND ISSUES THAT PROMPTED THE INDIVIDUALS TO SEEK COUNSELING. |
| 2796154 | 2875573 | SUBSTANCE ABUSE |
| 847326 | 871392 | NUTRITION |
| 5532277 | 5689409 | SHELTER |
| 966979 | 994444 | CRISIS INTERVENTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12972058 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 13340501 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 58970238 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1348 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 774 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R ARSENEAULT CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5086202648 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOWARD STREET | AddressLine1 |
| City | FRAMINGHAM | City |
| State | MA | State |
| ZIP Code | 01702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRUCE HULME | ||||||||
| PRESIDENT/DIR/PUBLIC REP | 3.00 | X | X | 0 | 0 | 0 | ||
| ISABEL HARRISON | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| PAUL PRIOR | ||||||||
| TREASURER/DIR/PUBLIC REP | 3.00 | X | X | 0 | 0 | 0 | ||
| DOROTHY KENNEDY | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| PAMULA ZICKO | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE SCULT | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY FISHMAN | ||||||||
| VP/DIRECTOR/PRIVATE REP | 3.00 | X | X | 0 | 0 | 0 | ||
| ROBERT KAYS | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| LARRY KAPLAN MD | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN CHANDLEY | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| YVONNE B BROWN | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA GREELEY | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| RON ORDWAY | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| JOSE LEMOS PHD | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| CARL MCCARTHY | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH CANDITO | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| JIM SHAY | ||||||||
| TREASURER/DIR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| RUTH HIBBARD | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| HUGO HOLLERORTH | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD TWOMEY | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK HENRY | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| REV ROBERT BACHELDER | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN A LAVEZZO | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| KASSIA PEREIRA | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| KIM BATTLE | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| CARA TIRRELL | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| JOAN RASTANI | ||||||||
| DIRECTOR/PUBLIC REP | 1.00 | X | 0 | 0 | 0 | |||
| STEVE PENNA | ||||||||
| DIRECTOR/PRIVATE REP | 1.00 | X | 0 | 0 | 0 | |||
| HEATHER HOLT | ||||||||
| DIRECTOR/CITIZEN REP | 1.00 | X | 0 | 0 | 0 | |||
| JAMES D HANRAHAN | ||||||||
| CLERK/DIR/PRIVATE REP | 3.00 | X | 0 | 0 | 0 | |||
| JAMES T CUDDY | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 254225 | 0 | 37268 | |||
| JOHN R ARSENEAULT | ||||||||
| CFO | 35.00 | X | 111201 | 0 | 32231 | |||
| CHARLES GAGNON | ||||||||
| COO | 35.00 | 150097 | 0 | 33308 | X | |||
| JEFFREY S HANDLER | ||||||||
| DIVISION DIRECTOR | 35.00 | 106106 | 0 | 35468 | X | |||
| JEFFREY M PALACIOS | ||||||||
| MEDICAL DIRECTOR | 35.00 | 109183 | 0 | 11399 | X | |||
| RENE L KAHLAU | ||||||||
| CHIEF OF STAFF | 35.00 | 101966 | 0 | 23218 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 832778 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 172892 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LANDMARK STRUCTURES CORP | |||||
| 282 MONTVALE AVE | WOBURN | MA | 01801 | CONSTRUCTION | 1276741 |
| RETROTEC INSULATION | |||||
| PO BOX 268 | SLATERSVILLE | RI | 02876 | WEATHERIZATION REPAIRS | 516344 |
| BOWDITCH & DEWEY | |||||
| 175 CROSSING BLVD SUITE 500 | FRAMINGHAM | MA | 01702 | LEGAL SERVICES | 448787 |
| ADVANCED WINDOWS | |||||
| 507 CRESCENT STREET | BROCKTON | MA | 02402 | WEATHERIZATION REPAIRS | 348120 |
| MICHAEL MCMAHON | |||||
| 19 FIELDSTONE WAY | PLYMOUTH | MA | 02360 | CONSTRUCTION | 300120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Federated Campaigns | 183974 | FederatedCampaigns |
| Fundraising Events | 84748 | FundraisingEvents |
| All Other Contributions | 127540 | AllOtherContributions |
| Total Contributions | 396262 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GOV. FEES AND CONTRACT | 900099 | 56391296 | 56391296 |
| THIRD PARTY BILLINGS | 900099 | 3326057 | 3326057 |
| TUITION INCOME | 611600 | 371479 | 371479 |
| CLIENT FEES REVENUE | 900099 | 278501 | 278501 |
| RENTAL INCOME | 532000 | 33379 | 33379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 60400712 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1327 | TotalRevenueColumn |
| Exclusion | $1,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18787 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 84748 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18787 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RWA/SES REVENUE | 900099 | 1191374 | 1191374 | |
| ADMIN SERVICE REVENUE | 900099 | 245553 | $245,553 | |
| MANAGE/MAINTAIN FEE | 900099 | 121981 | 121981 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102048 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100000 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,048 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1660956 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62459257 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61814067 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $248,928 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618330 | Total |
| Management And General | 618330 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14573572 | Total |
| Program Services | 13686256 | ProgramServices |
| Management And General | 887316 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3549222 | Total |
| Program Services | 3087705 | ProgramServices |
| Management And General | 461517 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1072997 | Total |
| Program Services | 907194 | ProgramServices |
| Management And General | 165803 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193988 | Total |
| Management And General | 193988 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65594 | Total |
| Management And General | 65594 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2255929 | Total |
| Program Services | 1807984 | ProgramServices |
| Management And General | 447945 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34471 | Total |
| Program Services | 29842 | ProgramServices |
| Management And General | 4629 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182767 | Total |
| Program Services | 167821 | ProgramServices |
| Management And General | 14946 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77543 | Total |
| Program Services | 67534 | ProgramServices |
| Management And General | 10009 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4178842 | Total |
| Program Services | 4051253 | ProgramServices |
| Management And General | 127589 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478584 | Total |
| Program Services | 441443 | ProgramServices |
| Management And General | 37141 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38963 | Total |
| Management And General | 38963 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92524 | Total |
| Program Services | 11681 | ProgramServices |
| Management And General | 80843 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200560 | Total |
| Program Services | 192278 | ProgramServices |
| Management And General | 8282 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CLIENT ASSISTANCE | 25396292 | 25396292 | |
| SUPPLIES | 8566463 | 8465166 | 101297 |
| DIETARY | 347624 | 340369 | 7255 |
| TRAINING | 213829 | 208251 | 5578 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207560 | Total |
| Program Services | 109169 | ProgramServices |
| Management And General | 97783 | ManagementAndGeneral |
| Fundraising | 608 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62345654 | Total |
| Program Services | 58970238 | ProgramServices |
| Management And General | 3374808 | ManagementAndGeneral |
| Fundraising | 608 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855134 | BOY |
| EOY | 3032074 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260345 | BOY |
| EOY | 296064 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2850296 | BOY |
| EOY | 3033900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447941 | BOY |
| EOY | 429475 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1936868 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1499033 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174049 | BOY |
| EOY | 437835 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6266909 | BOY |
| EOY | 6642473 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10854674 | BOY |
| EOY | 13871821 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2021134 | BOY |
| EOY | 2463485 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3129986 | BOY |
| EOY | 2191663 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35000 | BOY |
| EOY | 25000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1462125 | BOY |
| EOY | 4327200 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6648245 | BOY |
| EOY | 9007348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4206429 | BOY |
| EOY | 4864473 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4206429 | BOY |
| EOY | 4864473 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10854674 | BOY |
| EOY | 13871821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 113603 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 544441 | 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 | 2346360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 406112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 415049 | CurrentTaxYear |
| Total | 3881669 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2346360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 406112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 415049 | CurrentTaxYear |
| Total | 3881669 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3881669 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44753 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10035 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1327 | CurrentTaxYear |
| Total | 58479 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 237683 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 389531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266388 | CurrentTaxYear |
| Total | 1077742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5017890 | TotalSupport |
| Gross Receipts From Admissions Etc | 288305885 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85910 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $36,000 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 36000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | LOBBYIST EXPENSE PAID TO PHILIP JOHNSTON ASSOC. AND MASSACHUSETTS TECHNOLOGY GROUP, LTD. | Explanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 252110 | OtherCostOrOtherBasis |
| Depreciation | 101537 | Depreciation |
| Book Value | 150573 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1684758 | OtherCostOrOtherBasis |
| Depreciation | 1397496 | Depreciation |
| Book Value | 287262 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 437835 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION, INC. | 4594974 |
| DUE FROM SOUTH MIDDLESEX OPPORTUNITY PROPERTIES, INC. | 147414 |
| DUE FROM WORCESTER PUBLIC INEBRIATE PROGRAM, INC. | 860329 |
| DUE FROM FREEDOM VILLAGE, LLC | 95362 |
| DUE FROM CHANDLER 237 REALTY, INC. | 873747 |
| DUE FROM MARTIN LUTHER KING, JR. BUSINESS EMPOWERMENT CENTER | 70647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6642473 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO P.I.P. FOUNDATION, INC. | $648,331 |
| DUE TO OPEN PANTRY COMMUNITY SERVICES, INC. | $145,420 |
| OTHER LIABILITIES | $1,033,449 |
| LINE OF CREDIT | $2,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4327200 | TotalOfAmounts |
| Total Revenue | 62459257 | TotalRevenue |
| Total Expenses | 62345654 | TotalExpenses |
| Excess Or Deficit For Year | 113603 | ExcessOrDeficitForYear |
| Other | $544,441 | OtherAmount |
| Total Adjustments | 544441 | TotalAdjustments |
| Excess Or Deficit Per FS | 658044 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 63163697 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 141212 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 544441 | OtherRevenues |
| Revenue Not Rptd F990 | 685653 | RevenueNotRptdF990 |
| Revenue Subtotal | 62478044 | RevenueSubtotal |
| Other Revenues Not Included | -18787 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -18787 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 62459257 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62505653 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 141212 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 18787 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 159999 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62345654 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 62345654 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES, IF ANY AS PART OF OPERATING EXPENSES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN ON AFFILIATION 544,441. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON AFFILIATE 544,441. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -18,787. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 18,787. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 52075 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36666 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15409 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15409 | OtherDirectExpensesEvent1 |
| Name Of Event2 | EVENING OF GIVING | NameOfEvent2 |
| Gross Receipts Event2 | 32780 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 32780 | CharitableContributionsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 18680 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 15302 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 3378 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 3378 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 103535 | GrossReceiptsTotal |
| Charitable Contributions Total | 84748 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18787 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 18787 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18787 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES T CUDDY | |||||||||||||
| 253037 | 0 | 0 | 0 | 1188 | 0 | 5000 | 0 | 32268 | 0 | 291493 | 0 | 0 | 0 |
| CHARLES GAGNON | |||||||||||||
| 149906 | 0 | 0 | 0 | 191 | 0 | 3120 | 0 | 30188 | 0 | 183405 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MICHAEL G HANRAHAN | |||
| FAMILY MEMBER OF JAMES D. HANRAHAN, OFFICER OF THE ORGANIZATION'S BOARD | 22038 | EMPLOYMENT | 0 |
| JAMES CYRUS CUDDY | |||
| FAMILY MEMBER OF JAMES T. CUDDY, EXECUTIVE DIRECTOR OF THE ORGANIZATION | 25672 | EMPLOYMENT | 0 |
| HOLLY BUERLEN | |||
| FAMILY MEMBER OF HUGO HOLLERORTH, DIRECTOR OF THE ORGANIZATION'S BOARD | 20734 | EMPLOYMENT | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY; THEREFORE, THIS QUESTION IS NOT APPLICABLE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | BOTH THE CFO AND THE EXECUTIVE DIRECTOR REVIEW IN DETAIL THE FORM 990 PREPARED BY THE ORGANIZATIONS EXTERNAL ACCOUNTANTS. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT/FINANCE COMMITTEE FOR REVIEW. ONCE APPROVED BY THE AUDIT/FINANCE COMMITTEE, THE FINAL FORM 990 IS DISTRIBUTED TO THE FULL BOARD AND THEN FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY AND ALL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED THROUGHOUT THE YEAR ON A REAL-TIME BASIS. ON-GOING DISCUSSIONS ARE HELD WITH APPLICABLE PARTIES TO DISCLOSE ANY CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR DETERMING THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION, COMPENSATION DATA IS REVIEWED FOR COMPARABLE AGENCIES TO ENSURE THE ORGANIZATION IS COMPENSATING THE EXECUTIVE DIRECTOR WITHIN THE SALARY RANGE FOR THE POSITION. THE BOARD OF DIRECTORS MAKES THE FINAL RECOMMENDATION FOR THE EXECUTIVE DIRECTOR'S SALARY. IN ADDITION, THE ORGANIZATION INSTITUTED A PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR BASED ON STRATEGIC GOALS WHICH THE EXECUTIVE DIRECTOR'S SALARY INCREASE WOULD BE BASED ON. WITH REGARDS TO OTHER KEY EXECUTIVES, THEIR SALARIES WOULD GO THROUGH A REGULAR REVIEW PROCESS WHICH INCLUDES RECOMMENDATION FROM THEIR MANAGER, A REVIEW BY THE HUMAN RESOURCE DEPARTMENT, IN SOME INSTANCES, RECOMMENDATION BY THE CFO, AND LASTLY, FINAL APPROVAL BY THE EXECUTIVE DIRECTOR. IF THERE IS A CONFLICT, THE EXECUTIVE DIRECTOR WOULD DISCUSS IT WITH KEY BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIALS STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS A AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | GAIN ON AFFILIATION 544,441. TOTAL TO FORM 990, PART XI, LINE 5: 544,441. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTH MIDDLESEX OPPORTUNITY PROPERTIES INC | ||||||||||
| 300 HOWARD STREET | FRAMINGHAM | MA | 01702 | 043093032 | HUD PROJECT | MA | 501(C)(3) | LINE 11A, I | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| FRAMINGHAM COMMUNITY LAND TRUST INC | ||||||||||
| 300 HOWARD STREET | FRAMINGHAM | MA | 01702 | 043010544 | COMMUNITY PROGRAMS | MA | 501(C)(3) | LINE 8 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||||||||||
| 300 HOWARD STREET | FRAMINGHAM | MA | 01702 | 042921318 | LOW INCOME HOUSING | MA | 501(C)(3) | LINE 11A, I | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| WORCESTER PUBLIC INEBRIATE PROGRAM INC | ||||||||||
| 300 HOWARD STREET | FRAMINGHAM | MA | 01702 | 042661664 | TEMPORARY SHELTER | MA | 501(C)(3) | LINE 7 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| PUBLIC INEBRIATE PROGRAM FOUNDATION INC | ||||||||||
| 701 MAIN STREET | WORCESTER | MA | 01601 | 043056955 | HOLD REAL ESTATE FOR P.I.P | MA | 501(C)(2) | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 | |
| OPEN PANTRY COMMUNITY SERVICES INC | ||||||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | 521084599 | FOOD PANTRY | MA | 501(C)(3) | LINE 7 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| THE MARTIN LUTHER KING JR BUSINESS EMPOWERMENT CENTER | ||||||||||
| 237 CHANDLER STREET | WORCESTER | MA | 01609 | 043221277 | FOSTER ADVANCEMENT OF A DIVERSE WORCESTER AREA BUSINESS COMMUNITY | MA | 501(C)(3) | LINE 7 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 |
| CHANDLER 237 REALTY INC | ||||||||||
| 237 CHANDLER STREET | WORCESTER | MA | 01609 | 454557067 | HOLD REAL ESTATE | MA | 501(C)(2) | SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | 1 | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM VILLAGE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOWARD STREET | AddressLine1 |
| City | FRAMINGHAM | City |
| State | MA | State |
| ZIP Code | 01702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208445568 | EIN |
| Primary Activity | LOW INCOME HOUSING | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 225682 | ShareOfTotalIncome |
| Share Of EOY Assets | 6663964 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.90000 | PercentageOwnership |
| 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 | 0 | 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 | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WORCESTER PUBLIC INEBRIATE PROGRAM INC | ||
| K | 125553 | FAIR MARKET VALUE |
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||
| K | 120000 | FAIR MARKET VALUE |
| SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION INC | ||
| J | 968123 | FAIR MARKET VALUE |
| OPEN PANTRY COMMUNITY SERVICES INC | ||
| K | 141581 | FAIR MARKET VALUE |
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