ACTION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ACTION INC (EIN 04-2389332)
Tax period: 2010-10-01 to 2011-09-30
Filed: 2012-08-10
IRS object ID: 201202239349301805
Schema version: 2010v3.7
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 D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-10T15:32:10-05:00	Timestamp
Tax Period End Date	2011-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRUCE D NORLING CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	410 BOSTON POST RD STE 24	AddressLine1
City	SUDBURY	City
State	MA	State
ZIP Code	01776	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042389332	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ACTION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ACTI	NameControl
Phone	9782821000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 MAIN STREET	AddressLine1
City	GLOUCESTER	City
State	MA	State
ZIP Code	01930	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TIMOTHY L RILEY	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	9782821000	Phone
Date Signed	2012-08-08	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRUCE D NORLING CPA PC	Name
Phone	9784439114	Phone
Date Prepared	2012-08-10	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	TIMOTHY L RILEY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	180 MAIN STREET	AddressLine1
City	GLOUCESTER	City
State	MA	State
ZIP Code	01930	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	26375499	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.ACTIONINC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1967	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	TO IMPROVE THE QUALITY OF LIFE FOR DISADVANTAGED RESIDENTS OF CAPE ANN AND BEYOND BY MINIMIZING THE EFFECTS OF POVERTY, PROMOTING ECONOMIC SECURITY, AND ADVOCATING FOR SOCIAL CHANGE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	21	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	205	TotalNbrEmployees
Total Nbr Volunteers	200	TotalNbrVolunteers
Total Gross UBI	-19175	TotalGrossUBI
Contributions Grants Prior Year	417436	ContributionsGrantsPriorYear
Contributions Grants Current Year	388626	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	25838885	ProgramServiceRevenuePriorYear
Program Service Revenue CY	25936035	ProgramServiceRevenueCY
Investment Income Prior Year	34627	InvestmentIncomePriorYear
Investment Income Current Year	6009	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-7853	OtherRevenuePriorYear
Other Revenue Current Year	-19175	OtherRevenueCurrentYear
Total Revenue Prior Year	26283095	TotalRevenuePriorYear
Total Revenue Current Year	26311495	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	18624398	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	19875827	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	4472192	SalariesEtcPriorYear
Salaries Etc Current Year	3270191	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	11886	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2455832	OtherExpensePriorYear
Other Expenses Current Year	3133087	OtherExpensesCurrentYear
Total Expenses Prior Year	25552422	TotalExpensesPriorYear
Total Expenses Current Year	26279105	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	730673	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	32390	RevenuesLessExpensesCY
Total Assets BOY	10360477	TotalAssetsBOY
Total Assets EOY	10216024	TotalAssetsEOY
Total Liabilities BOY	5569803	TotalLiabilitiesBOY
Total Liabilities EOY	5393132	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4790674	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4822892	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO IMPROVE THE QUALITY OF LIFE FOR DISADVANTAGED RESIDENTS OF CAPE ANN AND BEYOND BY MINIMIZING THE EFFECTS OF POVERTY, PROMOTING ECONOMIC SECURITY, AND ADVOCATING FOR SOCIAL CHANGE.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	15922520	Expense
Revenue	16640949	Revenue
Description	ENERGY MANAGEMENT - A LAW WAS ENACTED WHICH REQUIRES THAT LOW-INCOME RESIDENTIAL DEMAND-SIDE MANAGEMENT AND EDUCATION PROGRAMS BE IMPLEMENTED THROUGH THE LOW-INCOME WEATHERIZATION NETWORK AND COORDINATED WITH ALL ELECTRIC AND GAS DISTRIBUTION COMPANIES IN THE STATE WITH THE OBJECTIVE OF STANDARDIZING IMPLEMENTATION. THE ENERGY MANAGEMENT PROGRAM, WHICH IS MAINLY THE LEAN PROGRAM, WAS ESTABLISHED AMONG THE MEMBER AGENCIES OF THE LOW INCOME FUEL NETWORK TO PROVIDE THE SERVICES REQUIRED FOR IMPLEMENTING THE COORDINATION REQUIREMENTS OF THE STATUTE.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	3782168	Expense
Grants	1238103	Grants
Revenue	3864204	Revenue
Description	THE WEATHERIZATION PROGRAM ENABLES LOW-INCOME FAMILIES TO PERMANENTLY REDUCE THEIR ENERGY BILLS BY MAKING THEIR HOMES MORE ENERGY EFFICIENT. FUNDS ARE USED TO IMPROVE THE ENERGY PERFORMANCE OF DWELLINGS OF NEEDY FAMILIES USING THE MOST ADVANCED TECHNOLOGIES AND TESTING PROTOCOLS AVAILABLE IN THE HOUSING INDUSTRY.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	2020231	Expense
Revenue	2019717	Revenue
Description	THE FUEL ASSISTANCE PROGRAM PROVIDES RELIEF TO THOSE HOUSEHOLDS THAT ARE MOST VULNERABLE TO HIGH HOME HEATING COSTS. THE PROGRAM TARGETS HOUSEHOLDS WITH THE LOWEST INCOMES AND HELPS DEFRAY THE COST OF HEAT DURING THE WINTER MONTHS. TO ENSURE THE EFFECTIVENESS OF THE PROGRAM, IT HAS BEEN DESIGNED PRIMARILY AS A VENDOR PAYMENT PROGRAM.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	22411772	Expense
Revenue	3411165	Revenue
Description	OTHER PROGRAMS PROVIDE SERVICES SUCH AS: HOUSING OPPORTUNITIES, EMERGENCY SHELTER, EMPLOYMENT AND TRAINING, ADVOCACY, HOMEMAKER SERVICES, WASTE WATER ALTERNATIVES, THE YOUTH COMPASS PROGRAM FOR HIGH SCHOOL STUDENTS, HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS, ETC.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	22411772	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	3411165	TotalOfOtherProgramServiceRev
Total Program Service Expense	25498967	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	83	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	205	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	21	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	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

Field	Value	IRS element (for citing)
Name Person	KEN KUDYM	NamePerson
Telephone Number	9782821000	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	180 MAIN STREET	AddressLine1
City	GLOUCESTER	City
State	MA	State
ZIP Code	01930	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
TIMOTHY L RILEY
EXEC DIRECTO	35.00	X	X	102269	0	23804
GRETCHEN WOOD
PRESIDENT	3.00	X	X	0	0	0
LINDA GIAMANCO
VICE PRESIDE	3.00	X	X	0	0	0
RICHARD RAFUSE
CLERK	3.00	X	X	0	0	0
TONE KENNEY
TREASURER	3.00	X	X	0	0	0
CHARLOTTE DODGE
DIRECTOR	3.00	X		0	0	0
SHEILA J IRVIN
DIRECTOR	3.00	X		0	0	0
MARY JO MONTAGNINO
DIRECTOR	3.00	X		0	0	0
MARILYNN GRANT
DIRECTOR	3.00	X		0	0	0
MARCIA HAHN
DIRECTOR	3.00	X		0	0	0
LINDA MURPHY
DIRECTOR	3.00	X		0	0	0
LORETTA PERES
DIRECTOR	3.00	X		0	0	0
KATHY STEWART
DIRECTOR	3.00	X		0	0	0
COURTNEY LANE
DIRECTOR	3.00	X		0	0	0
GAVIN KEENAN
DIRECTOR	3.00	X		0	0	0
ROGER LESCH
DIRECTOR	3.00	X		0	0	0
RONALD LINSKY
DIRECTOR	3.00	X		0	0	0
RUDOLPH MACCHI
DIRECTOR	3.00	X		0	0	0
JOHN PRYBOT
DIRECTOR	3.00	X		0	0	0
CAROL RYAN
DIRECTOR	3.00	X		0	0	0
KARIN WADE
DIRECTOR	3.00	X		0	0	0
KENNETH M KUDYM
FINANCE DIRE	35.00		X	82703	0	5304
ELLIOTT JACOBSON
ENERGY DIREC	35.00			153686	0	14045	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	338658	TotalReportableCompFromOrg
Total Other Compensation	43153	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Description Of ServicesDescriptionOfServices	CompensationCompensation
ADVANTAGE WEATHERIZATION
CONTRACTOR	1275637
ATLANTIC WEATHERIZATION
CONTRACTOR	700423
ALLSEASON WINDOW INSULATION
CONTRACTOR	367798
CLIFF PETERS HEATING
CONTRACTOR	312876
AIRTIGHT WEATHERIZATION
CONTRACTOR	298277

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	11	NumberOfContractorsGT100K
All Other Contributions	388626	AllOtherContributions
Total Contributions	388626	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM FEES	624100	24053336	24053336
HOMECARE SERVICES	621610	1882699	1882699

Field	Value	IRS element (for citing)
Total Program Service Revenue	25936035	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6009	TotalRevenueColumn
Exclusion	$6,009	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	44829	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	64004	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-19175	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-19175	TotalRevenueColumn
Unrelated Business Revenue	-19175	UnrelatedBusinessRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	26311495	TotalRevenueColumn
Related Or Exempt Function Income	25936035	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-19175	UnrelatedBusinessRevenue
Exclusion	$6,009	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1238103	Total
Program Services	1238103	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	18637724	Total
Program Services	18637724	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	187261	Total
Management And General	187261	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2475579	Total
Program Services	2204762	ProgramServices
Management And General	270817	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	80072	Total
Program Services	62363	ProgramServices
Management And General	17709	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	301269	Total
Program Services	247060	ProgramServices
Management And General	54209	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	226010	Total
Program Services	187239	ProgramServices
Management And General	38771	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	20800	Total
Management And General	20800	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1926346	Total
Program Services	1905078	ProgramServices
Management And General	9382	ManagementAndGeneral
Fundraising	11886	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	768	Total
Management And General	768	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	26697	Total
Management And General	26697	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	58577	Total
Management And General	58577	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	264407	Total
Program Services	242547	ProgramServices
Management And General	21860	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	124915	Total
Program Services	107084	ProgramServices
Management And General	17831	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	102973	Total
Program Services	99698	ProgramServices
Management And General	3275	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	45774	Total
Program Services	41637	ProgramServices
Management And General	4137	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
OUTSIDE CONTRACTS	415512	415512
MEALS	39333	39333
LEASED EQUIPMENT	32756	22107	10649
PROGRAM SUPPLIES	29367	29367
STAFF TRAINING	27461	19353	8108

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	17401	Total
Management And General	17401	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	26279105	Total
Program Services	25498967	ProgramServices
Management And General	768252	ManagementAndGeneral
Fundraising	11886	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2696566	BOY
EOY	2490548	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	704471	BOY
EOY	824187	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	3136023	BOY
EOY	2686236	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2840	BOY
EOY	20393	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5087506	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	956780	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3816570	BOY
EOY	4130726	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	1527	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4007	BOY
EOY	62407	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	10360477	BOY
EOY	10216024	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2532248	BOY
EOY	2561588	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1789511	BOY
EOY	1621630	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1248044	BOY
EOY	1209914	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5569803	BOY
EOY	5393132	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4416839	BOY
EOY	4506339	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	373835	BOY
EOY	316553	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4790674	BOY
EOY	4822892	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	10360477	BOY
EOY	10216024	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	32390	ReconcilationRevenueExpenses
Reconcilation Other Changes	-172	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	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	14249350	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16399901	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19086114	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	24402939	CurrentTaxYearMinus1Year
Current Tax Year	26324661	CurrentTaxYear
Total	100462965	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14249350	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16399901	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19086114	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	24402939	CurrentTaxYearMinus1Year
Current Tax Year	26324661	CurrentTaxYear
Total	100462965	Total

Field	Value	IRS element (for citing)
Public Support Total170	100462965	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	40077	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	42329	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	33098	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34627	CurrentTaxYearMinus1Year
Current Tax Year	6009	CurrentTaxYear
Total	156140	Total

Field	Value	IRS element (for citing)
Total Support	100619105	TotalSupport
Gross Receipts From Admissions Etc	25936035	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.99840	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.99790	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	5	NumberDAFsHeld
Donor Advised Contributions	72875	DonorAdvisedContributions
Contrib To Funds And Other Accounts	388626	ContribToFundsAndOtherAccounts
Grants Funds And Other Accounts	19875827	GrantsFundsAndOtherAccounts
Aggregate DAF Value	316553	AggregateDAFValue
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	735270	OtherCostOrOtherBasis
Book Value	735270	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1574214	OtherCostOrOtherBasis
Depreciation	349812	Depreciation
Book Value	1224402	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2541638	OtherCostOrOtherBasis
Depreciation	422748	Depreciation
Book Value	2118890	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	236384	OtherCostOrOtherBasis
Depreciation	184220	Depreciation
Book Value	52164	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	4130726	TotalOfBookValueLandBuildings
Total Revenue	26311495	TotalRevenue
Total Expenses	26279105	TotalExpenses
Excess Or Deficit For Year	32390	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-172	NetUnrealizedGLOnInvestments
Total Adjustments	-172	TotalAdjustments
Excess Or Deficit Per FS	32218	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	26506690	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-172	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	131363	DonatedSrvcAndUseOfFacilities
Other Revenues	64004	OtherRevenues
Revenue Not Rptd F990	195195	RevenueNotRptdF990
Revenue Subtotal	26311495	RevenueSubtotal
Total Revenue Per Form990	26311495	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	26474472	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	131363	DonatedServicesUseOfFacilities
Other Expenses Included	64004	OtherExpensesIncluded
Expenses Not Rptd F990	195367	ExpensesNotRptdF990
Expenses Subtotal	26279105	ExpensesSubtotal
Total Expenses Per Form990	26279105	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	UNRELATED BUSINESS EXPENSES 64,004 UNRELATED BUSINESS EXPENSES -64,004
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	UNRELATED BUSINESS EXPENSES 64,004
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	UNRELATED BUSINESS EXPENSES 64,004

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
LYNN ECONOMIC OPPORTUNITY
156 BROAD STREET	LYNN	MA	01901	042378885	501	623917	WEATHERIZATION PROGR
NORTH SHORE COMMUNITY ACTION
98 MAIN STREET	PEABODY	MA	01960	042385280	501	614186	WEATHERIZATION PROGR

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	2	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	FUEL ASSISTANCE	TypeOfGrant
Number Of Recipients	6325	NumberOfRecipients
Amount Of Cash Grant	18637724	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	THE ORGANIZATION PERFORMS FISCAL AND PROGRAMMATIC REVIEWS OF GRANTEES' ACTIVITY ANNUALLY. RECIPIENTS OF ASSISTANCE MUST MEET INCOME-ELIGIBILITY REQUIREMENTS, WHICH VARY FROM PROGRAM TO PROGRAM, AND MUST LIVE WITHIN THE PROGRAM'S SERVICE AREA. THE COMPASS YOUTH PROGRAM ALSO HAS AGE REQUIREMENTS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	ELLIOTT JACOBSON	NamePerson
Base Compensation Filing Org	153686	BaseCompensationFilingOrg
Nontaxable Benefits Filing Org	14045	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	167731	TotalCompensationFilingOrg

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ALL OTHER ACHIEVEMENTS DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	OTHER PROGRAMS PROVIDE SERVICES SUCH AS: HOUSING OPPORTUNITIES, EMERGENCY SHELTER, EMPLOYMENT AND TRAINING, ADVOCACY, HOMEMAKER SERVICES, WASTE WATER ALTERNATIVES, THE YOUTH COMPASS PROGRAM FOR HIGH SCHOOL STUDENTS, HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS, ETC.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE FINANCE COMMITTEE, WHICH REVIEWS BOTH AND PRESENTS TO THE BOARD OF DIRECTORS.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	EACH AND EVERY EMPLOYEE AND BOARD MEMBER, ALONG WITH OFFICERS, ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE IN THE MIDDLE OF THE YEAR, THEY ARE REQUIRED TO NOTIFY THE EXECUTIVE DIRECTOR.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, OR CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION OR A DECISION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	AVAILABLE UPON REQUEST.