HEADING HOME INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HEADING HOME INC (EIN 23-7364546)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-07-16
- IRS object ID
- 201201999349300135
- Schema version
- 2010v3.4
- 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 | 2012-07-16T12:32:09-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T REILLY & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237364546 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEADING HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAD | NameControl |
| Phone | 6178648140 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 390516 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BOYLE CPA | Name |
| Title | TREASURER | Title |
| Phone | 6178648140 | Phone |
| Date Signed | 2012-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B FORD CPA | Name |
| Phone | 6176968900 | Phone |
| Date Prepared | 2012-07-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS LORELLO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 39516 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10132954 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEADINGHOMEINC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | HEADING HOME PROVIDES EMERGENCY SHELTER, HOUSING AND SUPPORTIVE SERVICES FOR MORE THAN 2,000 HOMELESS AND LOW-INCOME PEOPLE EACH YEAR. HEADING HOME'S MISSION IS TO END HOMELESSNESS IN THE LIVES OF INDIVIDUALS AND FAMILIES IN GREATER BOSTON BY PROVIDING HOUSING IN CONJUNCTION WITH EFFECTIVE SUPPORT SERVICES TO HELP CHANGE THE CONDITIONS THAT CREATE HOMELESSNESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 117 | TotalNbrEmployees |
| Total Nbr Volunteers | 360 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8090893 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9140822 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 254984 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 305976 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 44943 | InvestmentIncomePriorYear |
| Investment Income Current Year | 64310 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18267 | OtherRevenuePriorYear |
| Other Revenue Current Year | 421812 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8409087 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9932920 | 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 | 2990091 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3203314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 399340 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4964454 | OtherExpensePriorYear |
| Other Expenses Current Year | 6424578 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7954545 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9627892 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 454542 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 305028 | RevenuesLessExpensesCY |
| Total Assets BOY | 7654529 | TotalAssetsBOY |
| Total Assets EOY | 10034756 | TotalAssetsEOY |
| Total Liabilities BOY | 3667866 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5618111 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3986663 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4416645 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE OVERNIGHT SHELTER, TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING TO INDIVIDUALS AND FAMILIES AS WELL AS MEALS, CLOTHING AND COUNSELING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8424811 | Expense |
| Revenue | 305976 | Revenue |
| Description | RESIDENTIAL & SUPPORTIVE SERVICES - PROVIDES OVERNIGHT SHELTER, TRANSITIONAL HOUSING & PERMANENT SUPPORTIVE HOUSING TO INDIVIDUALS & FAMILIES, AS WELL AS PROVIDES MEALS, CLOTHING & COUNSELING. THE PROGRAM ALSO PROVIDES CASE MANAGEMENT TO INDIVIDUALS AND FAMILIES THROUGHOUT METROPOLITAN BOSTON AND SURROUNDING COMMUNITIES. SUPPORTIVE SERVICES TO PROGRAM PARTICIPANTS INCLUDE ASSISTANCE WITH EDUCATION, JOB SEARCH AND EMPLOYMENT, CHILD DEVELOPMENT, OBTAINING PERMANENT HOUSING, SKILLS DEVELOPMENT, SOBRIETY AND SELF-SUFFICIENCY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51228 | Expense |
| Revenue | 0 | Revenue |
| Description | COMMUNITY SERVICES - PROVIDES LEGAL SERVICES TO HOMELESS INDIVIDUALS IN THE CAMBRIDGE COMMUNITY LOCATIONS THROUGH VOLUNTEER ATTORNEYS AND LAW SCHOOL STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 8476039 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 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 | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 117 | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | IVETTE RODRIGUEZ DIR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6178648140 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BISHOP ALLEN DRIVE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANNE MARGULIES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT J BOYLE | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| JOSEPH HANLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NICK J ISELIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TITO JACKSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONNA QUIRK | |||||||
| CLERK | 1.00 | X | 0 | 0 | 0 | X | |
| WILLIAM G CREELMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EMMETT LYNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL OMSTEAD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARC MARGULIES | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| ELLIOT GOULD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHELE WHITHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW HOAR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK MCMAHON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROLYN SPICER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN MCCARTHY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JON WEINTRAUB | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHERRY T DAVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID WEINBERG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| IVETTE RODRIGUEZ | |||||||
| DIR. OF FINANCE | 40.00 | 97475 | 0 | 0 | X | ||
| THOMAS LORELLO | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 113361 | 0 | 0 | X | ||
| WENDY JACOBS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 119536 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 330372 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| SORELLO REALTY LLC | |||||
| 500 LINCOLN STREET | ALLSTON | MA | 02134 | LANDLORD | 294780 |
| MIDAS COLLABORATIVE | |||||
| 20 LINDEN STREET | ALLSTON | MA | 02134 | CLIENT ASSISTANCE | 253331 |
| SALEM TWO REALTY LLC | |||||
| 500 LINCOLN STREET | ALLSTON | MA | 02134 | LANDLORD | 243555 |
| HOUSING FAMILIIES INC | |||||
| 500 LINCOLN STREET | ALLSTON | MA | 02134 | SUBCONTRACT | 225072 |
| CAMBRIDGE STREET REALTY LLC | |||||
| PO BOX 812097 | WELLESLEY | MA | 02482 | LANDLORD | 223380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 105775 | FundraisingEvents |
| Government Grants | 8056586 | GovernmentGrants |
| All Other Contributions | 978461 | AllOtherContributions |
| Total Contributions | 9140822 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 305976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 305976 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 305976 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39311 | TotalRevenueColumn |
| Exclusion | $39,311 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 168818 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 143819 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24999 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24999 | TotalRevenueColumn |
| Exclusion | $24,999 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 478027 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 105775 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 56215 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 421812 | TotalRevenueColumn |
| Exclusion | $421,812 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9932920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 305976 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $486,122 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211970 | Total |
| Management And General | 211970 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2240698 | Total |
| Program Services | 1916726 | ProgramServices |
| Management And General | 134067 | ManagementAndGeneral |
| Fundraising | 189905 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54656 | Total |
| Program Services | 39828 | ProgramServices |
| Management And General | 11669 | ManagementAndGeneral |
| Fundraising | 3159 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464712 | Total |
| Program Services | 374387 | ProgramServices |
| Management And General | 67962 | ManagementAndGeneral |
| Fundraising | 22363 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231278 | Total |
| Program Services | 186946 | ProgramServices |
| Management And General | 27337 | ManagementAndGeneral |
| Fundraising | 16995 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41400 | Total |
| Management And General | 41400 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13176 | Total |
| Program Services | 13176 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272289 | Total |
| Program Services | 112354 | ProgramServices |
| Management And General | 80081 | ManagementAndGeneral |
| Fundraising | 79854 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436895 | Total |
| Program Services | 383627 | ProgramServices |
| Management And General | 21196 | ManagementAndGeneral |
| Fundraising | 32072 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3535452 | Total |
| Program Services | 3462384 | ProgramServices |
| Management And General | 71897 | ManagementAndGeneral |
| Fundraising | 1171 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42008 | Total |
| Program Services | 35881 | ProgramServices |
| Management And General | 3652 | ManagementAndGeneral |
| Fundraising | 2475 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43035 | Total |
| Program Services | 6533 | ProgramServices |
| Management And General | 14972 | ManagementAndGeneral |
| Fundraising | 21530 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24047 | Total |
| Program Services | 23485 | ProgramServices |
| Management And General | 562 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162228 | Total |
| Program Services | 147714 | ProgramServices |
| Management And General | 14514 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71736 | Total |
| Program Services | 62819 | ProgramServices |
| Management And General | 6498 | ManagementAndGeneral |
| Fundraising | 2419 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CLIENT ASSISTANCE | 1446284 | 1446284 | ||
| MAINTENANCE & REPAIRS | 169078 | 152472 | 8817 | 7789 |
| SUPPLIES | 87072 | 65300 | 5227 | 16545 |
| FOOD | 46644 | 44563 | 195 | 1886 |
| BAD DEBT EXPENSE | 29079 | 29079 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4155 | Total |
| Program Services | 1560 | ProgramServices |
| Management And General | 1418 | ManagementAndGeneral |
| Fundraising | 1177 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9627892 | Total |
| Program Services | 8476039 | ProgramServices |
| Management And General | 752513 | ManagementAndGeneral |
| Fundraising | 399340 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804278 | BOY |
| EOY | 893456 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170976 | BOY |
| EOY | 395557 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 849949 | BOY |
| EOY | 1227663 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300000 | BOY |
| EOY | 300000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217807 | BOY |
| EOY | 412783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6245264 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1718250 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450990 | BOY |
| EOY | 4527014 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580840 | BOY |
| EOY | 1895968 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279689 | BOY |
| EOY | 382315 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7654529 | BOY |
| EOY | 10034756 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332679 | BOY |
| EOY | 1085412 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107402 | BOY |
| EOY | 257349 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2884139 | BOY |
| EOY | 3944215 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343646 | BOY |
| EOY | 331135 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3667866 | BOY |
| EOY | 5618111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3734649 | BOY |
| EOY | 4102012 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252014 | BOY |
| EOY | 314633 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3986663 | BOY |
| EOY | 4416645 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7654529 | BOY |
| EOY | 10034756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 305028 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 124954 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 3040264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4254543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6265348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7800466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9035047 | CurrentTaxYear |
| Total | 30395668 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3040264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4254543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6265348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7800466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9035047 | CurrentTaxYear |
| Total | 30395668 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 484601 | AmountsSubstContributorsTotal |
| Public Support Total170 | 29911067 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31104 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39311 | CurrentTaxYear |
| Total | 172255 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1242 | CurrentTaxYearMinus2Years |
| Total | 4473 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30572396 | TotalSupport |
| Gross Receipts From Admissions Etc | 3205517 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96000 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 584360 | OtherCostOrOtherBasis |
| Book Value | 584360 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5224586 | OtherCostOrOtherBasis |
| Depreciation | 1377573 | Depreciation |
| Book Value | 3847013 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 436318 | OtherCostOrOtherBasis |
| Depreciation | 340677 | Depreciation |
| Book Value | 95641 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4527014 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $14,164 |
| OTHER LIABILITIES | $316,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 331135 | TotalOfAmounts |
| Total Revenue | 9932920 | TotalRevenue |
| Total Expenses | 9627892 | TotalExpenses |
| Excess Or Deficit For Year | 305028 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 124954 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 124954 | TotalAdjustments |
| Excess Or Deficit Per FS | 429982 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10083081 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 124954 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 38383 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 163337 | RevenueNotRptdF990 |
| Revenue Subtotal | 9919744 | RevenueSubtotal |
| Investment Expenses Not Included | 13176 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13176 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9932920 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9653099 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 38383 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 38383 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9614716 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 13176 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 13176 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9627892 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL DINNER AND AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 583802 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 105775 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 478027 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 56215 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 583802 | GrossReceiptsTotal |
| Charitable Contributions Total | 105775 | CharitableContributionsTotal |
| Gross Revenue Total Events | 478027 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 56215 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 56215 | DirectExpenseSummaryEvents |
| Net Income Summary | 421812 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE FORM 990 PRIOR TO FILING. THE BOARD OF DIRECTORS IS PROVIDED A COPY AFTER THE FORM 990 HAS BEEN FILED. | |
| THE BOARD, EXECUTIVE DIRECTOR AND VICE PRESIDENT OF FINANCE ARE REQUIRED TO SIGN A DISCLOSURE FORM ANNUALLY ACKNOWLEDGING THAT THEY ARE NOT AWARE OF ANY CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS EACH YEAR. THE COMPENSATION OF THE VICE PRESIDENT OF FINANCE IS SET BY THE EXECUTIVE DIRECTOR ANNUALLY. ANNUAL COMPENSATION FOR ALL OTHER EMPLOYEES IS REVIEWED AND EVALUATED THROUGH ANNUAL PERFORMANCE EVALUATIONS AND BUDGETORY PROCEDURES APPROVED BY THE EXECUTIVE DIRECTOR AND RATIFIED BY THE AGENCY'S FINANCE COMMITTEE AND BOARD OF DIRECTORS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS' DEPARTMENT OF ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 124,954. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE TO THIS PROCESS. THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. | FORM 990, PART XI, LINE 2C | |
| THE ORGANIZATION DID NOT HAVE A WHISTLEBLOWER POLICY IN PLACE AS OF JUNE 30, 2011. THE ORGANIZATION IS IN THE PROCESS OF IMPLEMENTING A WHISTLEBLOWER POLICY THAT WILL BE IN PLACE BY JUNE 30, 2012. | FORM 990, PART VI, SECTION B, LINE 13 | |
| THE ORGANIZATION DID NOT HAVE A DOCUMENT RETENTION AND DESTRUCTION POLICY IN PLACE AS OF JUNE 30, 2011. THE ORGANIZATION IS IN THE PROCESS OF IMPLEMENTING A DOCUMENT RETENTION AND DESTRUCTION POLICY THAT WILL BE IN PLACE BY JUNE 30, 2012. | FORM 990, PART VI, SECTION B, LINE 14 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY LIFE EDUCATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 390516 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222816550 | EIN |
| Primary Activities | TRANSITIONAL HOUSING IN MEDFORD MA. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEADING HOME 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 | 0 | 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 (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FAMILY LIFE EDUCATION INC | ||
| D | 102626 | FAIR MARKET VALUE |
| FAMILY LIFE EDUCATION INC | ||
| N | 317469 | FAIR MARKET VALUE |
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