2012-03-15T14:08:23-05:00 2011-06-30 MCGLADREY & PULLEN LLP 80 CITY SQUARE BOSTON MA 021293742 990 2010-07-01 042104764 THE HOME FOR LITTLE WANDERERS INC HOME 6172673700 271 HUNTINGTON AVENUE BOSTON MA 02115 KENNETH E HAMBERG 6172673700 2012-03-16 1 LYNNE JOHNSON 6179129000 2010 2016-02-24 21:20:13Z JOAN WALLACE-BENJAMIN 271 HUNTINGTON AVENUE BOSTON MA 02115 74777666 0 X WWW.THEHOME.ORG X 1799 MA THE MISSION OF THE HOME FOR LITTLE WANDERERS IS TO ENSURE THE HEALTHY BEHAVIORAL, EMOTIONAL, SOCIAL, AND EDUCATIONAL DEVELOPMENT AND PHYSICAL WELL-BEING OF CHILDREN AND FAMILIES LIVING IN AT-RISK CIRCUMSTANCES. THIS IS ACHIEVED BY PROVIDING AN INTEGRATED COMMUNITY-BASED SYSTEM OF DIRECT CARE SERVICES, EDUCATION, AND PREVENTION. 20 20 797 1050 0 0 7562089 8233479 28067087 29601541 1549924 1707490 148379 126376 37327479 39668886 0 0 0 0 25650488 26803167 15750 29250 2256216 12216967 12810304 37883205 39642721 -555726 26165 99855707 110300299 16644756 17060542 83210951 93239757 X TO ENSURE THE HEALTHY BEHAVIORAL, EMOTIONAL, MENTAL AND SOCIAL DEVELOPMENT OF CHILDREN AT RISK, THEIR FAMILIES AND COMMUNITIES. 1 0 3294035 2715841 THE KNIGHT CHILDREN'S CENTER (KCC), LOCATED IN JAMAICA PLAIN, SERVES CHILDREN AGES 5 - 13. KCC IS A CO-ED RESIDENTIAL TREATMENT CENTER FOR EMOTIONALLY AND BEHAVIORALLY DISTURBED LATENCY AGED CHILDREN. THE GOAL OF THE PROGRAM IS TO REUNITE FAMILIES OR TO PLACE CHILDREN INTO THE MOST APPROPRIATE ENVIRONMENT AS QUICKLY AS POSSIBLE. THE KCC SCHOOL IS A MASSACHUSETTS-APPROVED SPECIAL EDUCATION PROGRAM SERVING UP TO 40 STUDENTS, INCLUDING KCC RESIDENTS AND STUDENTS REFERRED FROM PUBLIC SCHOOL SYSTEMS. SERVICES ARE PROVIDED BOTH IN THE RESIDENTIAL FACILITY AND SCHOOL AS WELL AS IN THE HOMES OF THE PARTICIPATING CHILDREN AND FAMILIES. THE PROGRAM ALSO PROVIDES AFTERCARE TO CHILDREN AND THEIR FAMILIES ONCE THEY HAVE RETURNED HOME. 3115078 2736843 SOUTHEAST CAMPUS, LOCATED IN PLYMOUTH, SERVES BOYS AGE 13 - 18. LOCATED ON A 50-ACRE SITE, THE SOUTHEAST CAMPUS SERVES AS A RESIDENTIAL HOME AND SCHOOL FOR EMOTIONALLY AND BEHAVIORALLY DISTURBED ADOLESCENT BOYS. THE SOUTHEAST CAMPUS' MASSACHUSETTS APPROVED SCHOOL SERVES UP TO 35 YOUTH FROM THE RESIDENTIAL PROGRAM AS WELL AS THOSE FROM THE SURROUNDING COMMUNITIES. THE FOCUS AT THE SOUTHEAST CAMPUS IS PRIMARILY ON MIDDLE SCHOOL AGE BOYS, AND EMPHASIZES FAMILY INVOLVEMENT TO FACILITATE THE YOUTHS' SUCCESSFUL RETURN TO THEIR HOME COMMUNITIES. 3448696 3607407 LONGVIEW FARM, LOCATED IN WALPOLE, SERVES BOYS AGE 10.5 - 18. LONGVIEW FARM IS LOCATED ON A 160-ACRE RURAL SITE IN WALPOLE. LONGVIEW FARM IS A RESIDENTIAL TREATMENT AND DAY SCHOOL FACILITY THAT PROVIDES SERVICES TO ADOLESCENT MALES WHO ARE CHALLENGED WITH EMOTIONAL DISTURBANCES, BEHAVIORAL DISORDERS, AND/OR LEARNING DISABILITIES. EACH TREATMENT PLAN IS INDIVIDUALIZED ACCORDING TO THE VARYING NEEDS OF THE CHILD AND FAMILY. AN EXTENSIVE OUTDOOR EDUCATION/ADVENTURE PROGRAM IS PROVIDED DURING THE SUMMER AS PART OF THE SCHOOL CURRICULUM. THE CLIFFORD SCHOOL IS A MASSACHUSETTS-APPROVED SPECIAL EDUCATION PROGRAM WHICH PROVIDES SMALL CLASS SIZES, REMEDIAL WORK, AND AN EMPHASIS ON INDIVIDUAL STRENGTHS IN ORDER TO ASSIST EACH STUDENT IN DEVELOPING SELF-CONFIDENCE, EDUCATIONAL SUCCESS, IMPROVED ADULT AND PEER RELATIONSHIPS, AND PERSONAL GROWTH. 4943868 4893218 RESIDENTIAL EDUCATIONAL / YOUTH AND TRANSITION PROGRAMS:* BILEZIKIAN GROUP HOME* HARRINGTON HOUSE* ROXBURY HOUSE* WALTHAM HOUSE* ACADEMIC SUPPORT FOR COLLEGE AND LIFE* INDEPENDENT LIVING* STARR PROGRAM 12905571 12575764 CLINICAL PROGRAMS:* CHILD & FAMILY COUNSELING CENTER* COLLABORATIVE* EARLY CHILDHOOD SYSTEM OF CARE* INTENSIVE FOSTER CARE & ADOPTION* PRESCHOOL OUTREACH PROGRAM* SAFE AT HOME* THERAPEUTIC AFTER SCHOOL PROGRAM* COMMUNITY SERVICE AGENCY 3492839 3198844 MISCELLANEOUS PROGRAMS:* COLLABORATIVE ISF CAP* COMMUNITY SERVICE AGENCY ISF - HYDE PARK & PARK STREET* FAMILY NETWORKS* YOUNG ADULT RESOURCE NETWORK (YARN) 21342278 20667826 31200087 1 1 0 1 0 0 0 0 1 1 1 1 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 62 0 797 1 0 0 0 0 0 1 1 0 0 0 1 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CO KS AZ AR CT DC FL GA IL ME MD MI MN NH NJ NY NC OH PA RI SC VA WA WI X KENNETH E HAMBERG CFO 6172673400 271 HUNTINGTON AVENUE BOSTON MA 021154506 ROY F BATES JR 5.00 X X 0 0 0 DALE BEARDEN 5.00 X X 0 0 0 RICHARD K BENDETSON 5.00 X 0 0 0 BEVERLY BROWN PHD 5.00 X 0 0 0 JAMES C BURROWS PHD 5.00 X 0 0 0 ANJALI CHITRE 5.00 X 0 0 0 BRIAN DAVIS 5.00 X 0 0 0 MICHAEL GAFFIN 5.00 X 0 0 0 MARY BETH GORDON MD 5.00 X 0 0 0 DEBORAH GRAY 5.00 X 0 0 0 JOHN HAILER 5.00 X X 0 0 0 JOHN HENNESSEY 5.00 X 0 0 0 PAMELA HERBST 5.00 X X 0 0 0 GEOFFREY F IDE 5.00 X 0 0 0 PATRICIA JABAR 5.00 X 0 0 0 LORA KHEDERIAN 5.00 X 0 0 0 LISA MATTHEWS 5.00 X 0 0 0 STEPHEN J PEMBERTON 5.00 X 0 0 0 DANIEL J RICCIO 5.00 X 0 0 0 LAURIE SLIFKA 5.00 X 0 0 0 JOAN WALLACE-BENJAMIN 40.00 X 333364 0 42642 KENNETH E HAMBERG 40.00 X 182849 0 22459 LISA ROWAN-GILLIS 40.00 X 162692 0 25018 LEONORA WISE 40.00 X 142198 0 14309 MARY FRONK 40.00 X 124598 0 3721 ELIZABETH CROSS 40.00 X 117372 0 20305 EUGENE TAKAHASHI 40.00 X 113488 0 24180 PETER EVERS 40.00 X 116487 0 1682 1293048 0 154316 12 0 1 0 ROUNDEL 47 LLC 46 ALLEN STREET SCITUATE MA 02066 ARCHITECTURAL SVCS. 632628 KDSA CONSULTING LLC 1600 OSGOOD STREET NORTH ANDOVER MA 01845 IT/COMPUTER SYSTEMS CONSULTANT 507081 LW ROBBINS 201 SUMMER STREET PO BOX 5838 MOLLISTON MA 01746 FUNDRAISING CONSULTANT 374609 JONES LANG LASALLE AMERICAS 33832 TREASURY CENTER CHICAGO IL 60694 ARCHITECTURAL SVCS. 215465 BOWDOIN CONSTRUCTION GROUP 220-1 RESERVOIR STREET NEEDHAM HEIGHTS MA 02494 CONSTRUCTION CONTRACTOR 153523 9 530386 1020002 6683091 157911 8233479 PROGRAM REVENUE 900099 29601541 29601541 29601541 2047067 2047067 33401784 1002100 34248452 495009 -846668 507091 -339577 -339577 365319 1020002 365319 0 MISCELLANEOUS INCOME 900099 126376 126376 126376 39668886 29727917 0 1707490 778035 590325 187710 21176411 18733866 1901027 541518 320046 268836 36117 15093 2963329 2634554 286024 42751 1565346 1325853 165625 73868 190186 190186 165949 165949 29250 29250 237359 237359 1379161 677419 685520 16222 84742 84742 462264 17966 138982 305316 2174755 1451380 520047 203328 448033 427466 15637 4930 486429 242579 243850 1334736 978864 310343 45529 505502 383871 110558 11073 CLIENT EXPENSES 1387982 1387982 FOOD & OTHER PRG. SUPPL 1109485 1065351 40096 4038 EQUIPMENT REPAIRS & MAI 1006260 795385 177963 32912 CAPITAL CAMPAIGN EXP. 524269 524269 BAD DEBT EXPENSE 339502 293794 45708 973690 430179 370810 172701 39642721 31200087 6186418 2256216 310057 346713 5017295 6824716 1521569 2425408 3119197 3767200 423025 440850 27385727 14618991 14534664 12766736 49188276 52444258 14278758 16875958 11462866 14408460 99855707 110300299 4313462 3810932 80108 8317000 7887000 65647 25644 3819898 5336966 48641 0 16644756 17060542 X 34479871 38592428 28765778 32872088 19965302 21775241 83210951 93239757 99855707 110300299 X 26165 10002641 X 0 1 1 X 1 1 X 6898020 9914700 8745108 7562089 8233479 41353396 6898020 9914700 8745108 7562089 8233479 41353396 70329 41283067 1739434 2240729 2025236 2788485 2047067 10840951 201925 270420 365319 837664 53032011 154141367 0.77850 0.75540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112444 112444 31087643 31200087 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 89144 114161 115070 112444 430819 250000 250000 250000 250000 1000000 1500000 0 1 74090587 11527639 3854921 81763305 68406646 97952 9757508 4171519 74090587 90398841 -16631172 -5058659 -302364 68406646 0.42000 0.27000 0.31000 1 0 1260911 1260911 14577857 6688973 7888884 2392405 1831091 561314 7008900 6098927 909973 2145654 2145654 12766736 ALTERNATIVE INVESTMENTS 16875958 F 16875958 INVESTMENT INCOME RECEIVABLE 58272 BOND ESCROW DEPOSITS 65637 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 12544799 BOND ISSUANCE COSTS 226993 ASSETS HELD FOR SALE 1512759 14408460 39668886 39642721 26165 9832349 170292 10002641 10028806 50097609 9832349 751335 -520280 10063404 40034205 -365319 -365319 39668886 40068803 581043 365319 946362 39122441 520280 520280 39642721 PART IV, LINE 2B: CLIENT FUNDS PAID BY DEPARTMENT OF CHILDREN AND FAMILIES HELD IN SEPARATE CASH ACCOUNTS BY THE HOME USED TO PURCHASE CLIENT RELATED ITEMS, SUCH AS HOLIDAY, BIRTHDAY, AND CLOTHING NEEDS. THE HOME ALSO HELD AN ESCROW RELATED TO THE PENDING SALE OF ONE OF ITS PROPERTIES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE HOME HAS BENEFICIAL INTERESTS IN PERPETUAL TRUSTS WHICH ARE HELD AND ADMINISTERED BY DIFFERENT TRUSTEES. THE FV OF THE FUNDS IS RECORDED AS PART OF THE HOME'S PERMANENT ENDOWMENT AND THE HOME RECEIVES INCOME DISTRIBUTION CHECKS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE HOME FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE, ACCOUNTING FOR UNCERTAINTY IN 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 DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE HOME HAS NO MATERIAL UNCERTAINTIES IN INCOMES TAXES. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE PER FINANCIAL STATEMENTS -237,359. MISCELLANEOUS EXPENSES NETTED WITH REVENUE INCOME PER FINANCIAL STATEMENTS -262,921. BAD DEBT EXPENSE NETTED WITH REVENUE INCOME PER FINANCIAL STATEMENTS -20,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII, LINE 8B -365,319. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII, LINE 8B 365,319. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE PER FINANCIAL STATEMENTS 237,359. MISCELLANEOUS EXPENSES NETTED WITH REVENUE INCOME PER FINANCIAL STATEMENTS 262,921. BAD DEBT EXPENSE NETTED WITH REVENUE INCOME PER FINANCIAL STATEMENTS 20,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 11326289 0 0 0 0 0 0 11326289 0 11326289 0 0 0 0 0 0 X X X X X X 1 LW ROBBINS 201 SUMMER STREET HOLLISTON MA 01746 PROFESSIONAL FUNDRAISING CONSULTANT 0 1510276 29250 1481026 1510276 29250 1481026 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX VT VA WA WV WI WY VOICES AND VISIONS 912278 676883 235395 194737 40658 GENEROUS MASTERS 218354 167173 51181 49971 1210 2 254689 175946 78743 74399 4344 1385321 1020002 365319 319107 46212 365319 0 X X X X X 0 0 0 0 0 0 0 0 0 JOAN WALLACE-BENJAMIN 284484 0 40000 0 8880 0 23850 0 18792 0 376006 0 0 0 KENNETH E HAMBERG 182849 0 0 0 0 0 5348 0 17111 0 205308 0 0 0 LISA ROWAN-GILLIS 162692 0 0 0 0 0 4868 0 20150 0 187710 0 0 0 LEONORA WISE 142198 0 0 0 0 0 4066 0 10243 0 156507 0 0 0 MASS DEVELOPMENT FINANCE AGENCY 043431814 57584MCK9 2004-10-01 6600000 RENOVATE PROGRAM FACILITY 0 0 0 2063000 6600000 102855 6497145 2005 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 CITIZENS BANK 5.000000000000 0 0 0 0 0 X FAIR MARKET VALUE X FAIR MARKET VALUE X 53 14776 FAIR MARKET VALUE X 11 59511 FAIR MARKET VALUE X GIFT CARDS 1000 68299 FAIR MARKET VALUE X OFFICE EQUIPMENT 2 15325 FAIR MARKET VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE BOOKS, PUBLICATION, CLOTHING, AND HOUSEHOLD GOODS WERE DONATED ITEMS FROM THE PUBLIC THAT THE ORGANIZATION DOES NOT RECORD ON FINANCIAL RECORDS. THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY VENDOR, CAR PROGRAM, INC., FOR VEHICLE DONATIONS TO THE ORGANIZATION. THE VENDOR PICKS UP AND DISPOSES OF VEHICLE FOR THE ORGANIZATION AND REMITS PAYMENT LESS DISPOSAL EXPENSES AND CONTRACTUAL FEES TO THE ORGANIZATION. CAR PROGRAM, INC. IS RESPONSIBLE FOR PROVIDING APPROPRIATE DOCUMENTATION TO THE DONOR AND FILING THE APPROPRIATE FORMS WITH THE IRS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 YOUNG ADULTS RESOURCES NETWORK (YARN) IS A NEW PROGRAM IN FY11 WHICH ASSISTS YOUNG ADULTS (17 TO 22) WHO ARE INVOLVED WITH DCF IN OBTAINING STABLE HOUSING, EMPLOYMENT, PHYSICAL, AND PSYCHOLOGICAL WELLNESS, AND EDUCATIONAL AND COMMUNITY INVOLVEMENT, WHILE DEVELOPING SUPPORTIVE RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11 THE ANNUAL FEDERAL FORM 990 IS FIRST REVIEWED BY SENIOR MEMBERS OF FINANCE MANAGEMENT. ONCE THIS INTERNAL REVIEW IS COMPLETE, THE RETURN IS DISTRIBUTED TO AND REVIEWED BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. THIS SUBCOMMITTEE CONSISTS OF CHAIRS OF THE GOVERNANCE, AUDIT, AND FINANCE COMMITTEES. A REVIEW/INPUT IS PROVIDED BY THIS SUBCOMMITTEE, AND THEN THE FULL BOARD IS PROVIDED THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, TRUSTEES, BOARD MEMBERS, AND STAFF WITH THE ORGANIZATION ARE REQUIRED TO FILE WITH THE BOARD A STATEMENT DISCLOSING HIS OR HER PERSONAL, BUSINESS OR ORGANIZATIONAL INTERESTS AND AFFILIATIONS. WHEN ANY SUCH AFFILIATION BECOMES RELEVANT IN THE MAKING OF ANY BOARD DECISION, THE DIRECTOR HAVING THE CONFLICT OF INTEREST SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THAT DIRECTOR SHALL NOT VOTE ON THE MATTER AND SHALL NOT USE PERSONAL INFLUENCE. THIS DOES NOT EXCLUDE ANY DIRECTOR WHO IS EXCLUDED FROM VOTING BECAUSE OF A CONFLICT OF INTEREST FROM BRIEFLY STATING HIS OR HER POSITION AND ANSWERING PERTINENT QUESTIONS IN ORDER TO ASSIST THE BOARD IN ITS DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15 THE HOME PARTICIPATES IN SALARY SURVEYS FOR THE NOT-FOR-PROFIT SECTOR ON A REGULAR BASIS (FOR ALL POSITIONS). THE RESULTS OF THE SURVEY ARE SHARED WITH ALL THE ORGANIZATIONS WHO PARTICIPATED IN THE SURVEY. IN ADDITION, WE HAVE AN EXTERNAL REVIEW PROVIDED YEARLY BY HRADVANTAGE/OLNEY ASSOCIATES IN ANTICIPATION OF EACH MERIT CYCLE. THE LATEST RESULTS WERE LAST PROVIDED IN MAY 2011. IN JUNE 2011, AN ADDITIONAL COMPENSATION STUDY OF THE TOP POSITIONS WAS COMMISSIONED BY THE HOME FOR LITTLE WANDERERS' BOARD OF DIRECTORS. THIS STUDY WAS PERFORMED BY THE BOSTONIAN GROUP. THE POSITIONS REVIEWED INCLUDED: 1)PRESIDENT & CEO 2)TOP FINANCE & ADMINISTRATION EXECUTIVE 3)TOP DEVELOPMENT EXECUTIVE 4)TOP PROGRAM EXECUTIVE 5)TOP HUMAN RESOURCES EXECUTIVE 6)MEDICAL DIRECTOR THE FOLLOWING STEPS WITH RESPECT TO COMPENSATION REVIEW OF THE TOP HOME FOR LITTLE WANDERERS EXECUTIVES WERE OUTLINED BY THE GOVERNANCE & RISK MANAGEMENT COMMITTEE ON JUNE 2010: - THE CEO COMPLETES A SELF-EVALUATION FOR HERSELF AS WELL AS EVALUATIONS FOR THE REST OF THE EXECUTIVE MANAGEMENT TEAM. THE CEO'S SELF-EVALUATION IS SENT TO THE CHAIR OF THE COMPENSATION COMMITTEE FOR DISTRIBUTION TO COMMITTEE MEMBERS. - HUMAN RESOURCES WILL PROVIDE THE COMMITTEE WITH SALARY BENCHMARK DATA - COMMITTEE WILL MEET TO DISCUSS PERFORMANCE AND RECOMMENDED SALARY ADJUSTMENTS AND BONUSES (IF ANY) FOR THE GROUP - MINUTES WILL BE KEPT OF THE COMMITTEE MEETINGS/DISCUSSIONS - INFORMATION ABOUT ANY COMPENSATION ADJUSTMENTS (EXCEPT FOR CEO'S) SENT TO HR FOR PROCESSING - THE COMMITTEE MEETS WITH THE FULL BOARD IN EXECUTIVE SESSION TO PROVIDE A RECOMMENDATION FOR THE CEO'S COMPENSATION ADJUSTMENT AND BONUS (IF ANY) - ANY BOARD APPROVED CHANGES ARE COMMUNICATED TO HUMAN RESOURCES FOR PROCESSING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,832,349. DONATED SERVICES AND USE OF FACILITIES: 170,292. TOTAL TO FORM 990, PART XI, LINE 5: 10,002,641.