2012-03-05T09:14:19-06:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 223154028 COMMUNITY SERVINGS INC COMM 6175227777 18 MARBURY TERRACE JAMAICA PLAIN MA 021304529 DAVID WATERS 6175227777 2012-03-03 1 JOHN FINNING CPA 5083669100 2012-03-03 2010 2016-02-24 21:20:13Z DAVID WATERS 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 4430266 0 X WWW.SERVINGS.ORG X 1991 MA PROVIDE HOME-DELIVERED MEALS TO CRITICALLY ILL CLIENTS AND THEIR DEPENDENTS IN EASTERN MA. 18 17 49 5130 0 0 3682398 3810411 234852 289712 112296 111989 169884 96517 4199430 4308629 0 0 0 0 1874815 2072241 0 0 458987 1993978 1985157 3868793 4057398 330637 251231 6480030 6453983 379371 274960 6100659 6179023 PROVIDE HOME-DELIVERED MEALS TO MEET THE DIETARY NEEDS OF CRITICALLY ILL CLIENTS AND THEIR DEPENDENTS IN EASTERN MASSACHUSETTS, AS WELL AS OTHER COMMUNITY PROGRAMS. 0 0 2789535 289712 FOOD AND NUTRITION PROGRAM- COMMUNITY SERVINGS PROVIDED 1,256 CRITICALLY ILL PEOPLE AND THEIR DEPENDENTS LIVING IN EASTERN MASSACHUSETTS WITH HOME-DELIVERED MEALS, AS WELL AS NUTRITION EDUCATION AND COUNSELING. APPROXIMATELY 58,400 HOURS OF VOLUNTEER SERVICES ARE DONATED BY THE COMMUNITY TO PREPARE OUR MEDICALLY TAILORED MEALS. 199323 WORKFORCE DEVELOPMENT - COMMUNITY SERVINGS' FOOD SERVICE JOB TRAINING PROGRAM OFFERS A 12-WEEK CURRICULUM FOR INDIVIDUALS FACING BARRIERS TO EMPLOYMENT, INCLUDING BASIC COOKING SKILLS, NUTRITION, FOOD SAFETY AND JOB READINESS SKILLS. IN ADDITION TO ATTENDING CLASSES, TRAINEES WORK IN OUR KITCHEN IN A HANDS-ON ROLE, HELPING TO PREPARE OUR MEALS WHILE BUILDING THEIR SKILL LEVEL AND SELF-ESTEEM. IN FY 2011, WE HELD FOUR TRAINING CLASSES WITH APPROXIMATELY 37 ENROLLEES. 209910 SOCIAL ENTERPRISE - COMMUNITY SERVINGS MARKETS ITS MEALS TO OTHER NONPROFITS SERVING DISADVANTAGED POPULATIONS AS A SOCIAL ENTERPRISE VENTURE, INCLUDING LOCAL SCHOOLS AND SENIOR PROGRAMS THAT LOOK TO US TO PROVIDE APPETIZING MEALS TO THEIR STUDENTS AND CLIENTS. THE REVENUE EARNED THROUGH THE SOCIAL ENTERPRISE GOES DIRECTLY TO PROVIDE MORE MEALS TO OUR CRITICALLY ILL CLIENTS. IN FY 2011, WE PROVIDED 96,630 MEALS TO THREE LOCAL SCHOOLS, SENIOR MEALS-ON-WHEELS PROGRAM, AND SEVERAL SUMMER FOOD SITES. 3198768 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 13 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X DAVID WATERS 6175227777 18 MARBURY TERRACE JAMAICA PLAIN MA 021304529 MARK LIPPOLT 1.00 X X 0 0 0 RICHARD D OLSON JR 1.00 X X 0 0 0 JOAN H PARKER 0.80 X 0 0 0 KAREN BRESSLER 1.00 X X 0 0 0 ANTHONY COREY 0.80 X 0 0 0 FREDI SHONKOFF 0.80 X 0 0 0 MARY-CATHERINE DEIBEL 0.80 X 0 0 0 DOREEN VIGUE 0.80 X 0 0 0 ANTHONY E HUBBARD 1.00 X X 0 0 0 CORBY KUMMER 0.80 X 0 0 0 MARY LAPOINTE 0.80 X 0 0 0 TRISTRAM OAKLEY 0.80 X 0 0 0 HELEN RASMUSSEN 0.80 X 0 0 0 DAVID HAYTER 0.80 X 0 0 0 JHANA SENXIAN 0.80 X 0 0 0 MICHELLE SHELL 0.80 X 0 0 0 BRIAN STYS 0.80 X 0 0 0 SIAN MCALPIN 0.80 X 0 0 0 KATHLEEN CONNOR 0.80 X 0 0 0 DAVID S FORD 0.80 X 0 0 0 DAVID WATERS 50.00 X 139642 0 26346 JANET DILLON 32.00 X 69266 0 7491 208908 0 33837 1 0 1 0 0 832639 1193941 1783831 152760 3810411 PROGRAM INCOME 624200 289712 289712 289712 111989 111989 208297 832639 121637 86660 86660 LOAN FORGIVENESS 900099 6211 6211 OTHER REVENUE 900099 3646 3646 9857 4308629 289712 0 208506 251867 251867 1380009 1084968 43894 251147 287772 213234 25179 49359 152593 101992 25902 24699 21850 21850 8523 5079 3444 33729 23460 3119 7150 336521 304717 12759 19045 2266 1979 106 181 84033 82632 562 839 FOOD AND KITCHEN SUPPLI 1124227 1124208 19 CONTRACTED SERVICES 213864 108409 9691 95764 DELIVERY 72622 72622 EQUIPMENT 56959 51288 1973 3698 OTHER EXPENSES 30563 24180 2722 3661 4057398 3198768 399643 458987 1194980 1148314 474565 850340 451910 186237 97307 109097 3624355 3624355 78882 84973 43038 48553 862105 465246 502160 396859 12833 2755 2500 6480030 6453983 342983 261717 19073 13243 17315 0 379371 274960 X 5523905 5461920 576754 717103 6100659 6179023 6480030 6453983 X 251231 -172867 X X 0 1 1 X 1 1 X 4278477 4348279 3636889 3682398 3810411 19756454 4278477 4348279 3636889 3682398 3810411 19756454 803148 18953306 36142 65728 101405 112296 111989 427560 528217 191007 88974 24951 9857 843006 21027020 1046588 0.90140 0.91820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE RELOCATION GRANT FROM CITY OF BOSTON DEVELOPER FEE FROM MARBURY TERRACE LOAN FORGIVENESS - BOSTON DEPT OF NEIGHBORHOOD DEVELOPMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 623312 316906 306406 238793 148340 90453 396859 4308629 4057398 251231 -172867 -172867 78364 4320629 12000 12000 4308629 0 4308629 4069398 12000 12000 4057398 0 4057398 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY FOLLOWS THE U.S. GAAP STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE AGENCY TO REPORT ANY UNCERTAIN TAX POSITIONS AND TO ADJUST ITS COMBINING FINANCIAL STATEMENTS FOR THE IMPACT THEREOF. AS OF JUNE 30, 2011, THE AGENCY DETERMINED THAT IT HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS TO MARBURY TERRACE -172,867. PIE IN THE SKY 396213 361213 35000 60047 LIFE SAVOR 503458 331708 171750 24139 8 141265 139718 1547 37451 1040936 832639 208297 121637 121637 86660 X 0 0 0 0 0 0 0 0 0 DAVID WATERS 128716 0 10926 0 0 0 13000 0 13346 0 165988 0 0 0 KAREN BRESSLER BOARD MEMBER & PRESIDENT OF SUPPLY COMPANY. 477858 A MEMBER OF THE BOARD OF DIRECTORS IS ALSO THE PRESIDENT OF AN ORGANIZATION FROM WHICH THE AGENCY PURCHASES SUPPLIES. THERE HAVE BEEN THREE COMPETITIVE BIDS PRIOR TO THE PURCHASES. THE AGENCY MADE $477,858 OF PURCHASES FROM THE ORGANIZATION FOR THE YEAR ENDED JUNE 30, 2011. THE AGENCY OWED THIS ORGANIZATION $11,433 AT JUNE 30, 2011. 0 X 2 2250 MARKET VALUE X 152760 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 WAS PROVIDED AND APPROVED BY THE AGENCY'S BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE AGENCY'S CEO, IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CFO'S COMPENSATION IS EVALUATED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER OF NET ASSETS TO MARBURY TERRACE -172,867. TOTAL TO FORM 990, PART XI, LINE 5: -172,867. OVERSIGHT OF THE AUDIT PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. MARBURY TERRACE INC 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 510642496 HOLDS REAL ESTATE AND RELATED DEBT. MA 501(C)(3) LINE 13, TYPE I N/A 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 1 MARBURY TERRACE INC J 161904 FAIR MARKET VALUE MARBURY TERRACE INC O 2500 FAIR MARKET VALUE MARBURY TERRACE INC Q 172867 FAIR MARKET VALUE MARBURY TERRACE INC D 1424000 FAIR MARKET VALUE