2013-05-13T10:15:29-05:00 2012-06-30 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2011-07-01 042389659 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC SOUT 5086202300 300 HOWARD STREET FRAMINGHAM MA 01702 JOHN R ARSENEAULT 5086202300 2013-05-10 1 LYNNE JOHNSON P00757336 6179129000 2011 2016-02-24 21:20:13Z JAMES T CUDDY 300 HOWARD STREET FRAMINGHAM MA 01702 62478044 0 X WWW.SMOC.ORG X 1965 MA PROVIDER OF DAY CARE, FUEL/ENERGY ASSIST, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. 23 22 774 175 0 0 406112 396262 59986313 60400712 1741 1327 1484242 1660956 61878408 62459257 0 0 0 0 20012314 19814121 0 0 608 40855245 42531533 60867559 62345654 1010849 113603 10854674 13871821 6648245 9007348 4206429 4864473 X 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. 0 0 30987328 31867455 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. 7700126 7918831 ADVOCACY PROGRAM - PROVIDE INIDIVIDUALS WITH ACCESS TO RESOURCES THAT ENABLE THEM TO BECOME FINANCIALLY SELF-SUFFICENT AND ECONOMICALLY INDEPENDENT. 7310726 7518371 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. 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 12972058 13340501 58970238 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 1348 0 774 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X JOHN R ARSENEAULT CFO 5086202648 300 HOWARD STREET FRAMINGHAM MA 01702 BRUCE HULME 3.00 X X 0 0 0 ISABEL HARRISON 1.00 X 0 0 0 PAUL PRIOR 3.00 X X 0 0 0 DOROTHY KENNEDY 1.00 X 0 0 0 PAMULA ZICKO 1.00 X 0 0 0 LAWRENCE SCULT 1.00 X 0 0 0 JEFFREY FISHMAN 3.00 X X 0 0 0 ROBERT KAYS 1.00 X 0 0 0 LARRY KAPLAN MD 1.00 X 0 0 0 BRIAN CHANDLEY 1.00 X 0 0 0 YVONNE B BROWN 1.00 X 0 0 0 PATRICIA GREELEY 1.00 X 0 0 0 RON ORDWAY 1.00 X 0 0 0 JOSE LEMOS PHD 1.00 X 0 0 0 CARL MCCARTHY 1.00 X 0 0 0 KENNETH CANDITO 1.00 X 0 0 0 JIM SHAY 1.00 X 0 0 0 RUTH HIBBARD 1.00 X 0 0 0 HUGO HOLLERORTH 1.00 X 0 0 0 RICHARD TWOMEY 1.00 X 0 0 0 PATRICK HENRY 1.00 X 0 0 0 REV ROBERT BACHELDER 1.00 X 0 0 0 KATHLEEN A LAVEZZO 1.00 X 0 0 0 KASSIA PEREIRA 1.00 X 0 0 0 KIM BATTLE 1.00 X 0 0 0 CARA TIRRELL 1.00 X 0 0 0 JOAN RASTANI 1.00 X 0 0 0 STEVE PENNA 1.00 X 0 0 0 HEATHER HOLT 1.00 X 0 0 0 JAMES D HANRAHAN 3.00 X 0 0 0 JAMES T CUDDY 35.00 X 254225 0 37268 JOHN R ARSENEAULT 35.00 X 111201 0 32231 CHARLES GAGNON 35.00 X 150097 0 33308 JEFFREY S HANDLER 35.00 X 106106 0 35468 JEFFREY M PALACIOS 35.00 X 109183 0 11399 RENE L KAHLAU 35.00 X 101966 0 23218 832778 0 172892 6 0 1 0 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 12 183974 84748 127540 396262 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 60400712 1327 1327 18787 84748 18787 0 RWA/SES REVENUE 900099 1191374 1191374 ADMIN SERVICE REVENUE 900099 245553 245553 MANAGE/MAINTAIN FEE 900099 121981 121981 102048 100000 2048 1660956 62459257 61814067 0 248928 618330 618330 14573572 13686256 887316 3549222 3087705 461517 1072997 907194 165803 193988 193988 65594 65594 2255929 1807984 447945 34471 29842 4629 182767 167821 14946 77543 67534 10009 4178842 4051253 127589 478584 441443 37141 38963 38963 92524 11681 80843 200560 192278 8282 CLIENT ASSISTANCE 25396292 25396292 SUPPLIES 8566463 8465166 101297 DIETARY 347624 340369 7255 TRAINING 213829 208251 5578 207560 109169 97783 608 62345654 58970238 3374808 608 855134 3032074 260345 296064 2850296 3033900 447941 429475 1936868 1499033 174049 437835 6266909 6642473 10854674 13871821 2021134 2463485 3129986 2191663 35000 25000 1462125 4327200 6648245 9007348 X 4206429 4864473 4206429 4864473 10854674 13871821 X 113603 544441 X 0 1 1 X 1 1 X 2346360 333051 381097 406112 415049 3881669 2346360 333051 381097 406112 415049 3881669 3881669 44753 10035 623 1741 1327 58479 850 183290 237683 389531 266388 1077742 5017890 288305885 0.77360 0.85910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 36000 0 36000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYIST EXPENSE PAID TO PHILIP JOHNSTON ASSOC. AND MASSACHUSETTS TECHNOLOGY GROUP, LTD. 0 252110 101537 150573 1684758 1397496 287262 437835 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 6642473 DUE TO P.I.P. FOUNDATION, INC. 648331 DUE TO OPEN PANTRY COMMUNITY SERVICES, INC. 145420 OTHER LIABILITIES 1033449 LINE OF CREDIT 2500000 4327200 62459257 62345654 113603 544441 544441 658044 63163697 141212 544441 685653 62478044 -18787 -18787 62459257 62505653 141212 18787 159999 62345654 0 62345654 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. GOLF TOURNAMENT 52075 36666 15409 15409 EVENING OF GIVING 32780 32780 1 18680 15302 3378 3378 103535 84748 18787 18787 18787 0 X X X 0 0 0 0 0 0 0 0 0 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: GAIN ON AFFILIATION 544,441. TOTAL TO FORM 990, PART XI, LINE 5: 544,441. 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 FREEDOM VILLAGE LLC 300 HOWARD STREET FRAMINGHAM MA 01702 208445568 LOW INCOME HOUSING MA SOUTH MIDDLESEX NON-PROFIT HOUSING CORPORATION RELATED 225682 6663964 0 1 0.90000 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 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