2012-03-01T09:59:29-06:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 ONE PARKER STREET LAWRENCE MA 01843 YVONNE ALLARD 9786859471 2011-12-20 1 JEFFREY V CICOLINI CPA 5083669100 2010 2016-02-24 21:20:13Z FIDELITY HOUSE HUMAN SERVICES YVONNE ALLARD ONE PARKER STREET LAWRENCE MA 01843 11054536 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES, TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE THROUGH A PORTFOLIO OF DIVERSIFIED OFFERINGS, INCLUDING RESIDENTIAL, EDUCATIONAL, VOCATIONAL, DEVELOPMENTAL, AND ADVOCACY SERVICES. 14 14 364 75 0 0 9523926 10236355 560449 580238 4499 13100 30297 27195 10119171 10856888 0 0 0 0 7149275 8040094 0 0 49426 2571919 2661791 9721194 10701885 397977 155003 4184566 5320882 1932177 2775951 2252389 2544931 X TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES, TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND TO ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE THROUGH A PORTFOLIO OF DIVERSIFIED OFFERINGS, INCLUDING RESIDENTIAL, EDUCATIONAL, VOCATIONAL, DEVELOPMENTAL AND AVOCACY SERVICES. 0 0 7685690 596310 RESIDENTIAL - PROVIDES RESIDENTIAL SUPPORT TO 100+ INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN COMMUNITY RESIDENCES, COOPERATIVE APARTMENTS, AND SPECIALIZED HOME CARE SETTINGS. THE AGENCY STRIVES TO SUPPORT THE CHOICES AND MEET THE NEEDS OF THE PEOPLE IT SERVES. WE EMPOWER INDIVIDUALS TO PARTICIPATE IN COMMUNITY ACTIVITIES, INCLUDING EMPLOYMENT, VOLUNTEER WORK, AND VARIOUS GROUP AND INDIVIDUAL RECREATIONAL, SOCIAL, AND LEISURE OPPORTUNITIES. WE WORK AS A PARTNER WITH INDIVIDUALS AND FAMILIES TO CREATE A SUPPORT PLAN, WHICH COULD INCLUDE CLINICAL SERVICES, SKILL TRAINING AND COMMUNITY ACTIVITIES GEARED TO INDIVIDUAL NEEDS AND PREFERENCES. 647755 761 FAMILY SUPPORT SERVICES - PROVIDES A WIDE ARRAY OF SUPPORT OPTIONS TO 400+ FAMILIES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, WHICH ALLOWS THEM THE FLEXIBILITY TO IDENTIFY THE RESOURCES THAT WILL BE CRUCIAL TO SUPPORT THEIR FAMILY MEMBER IN HIS/HER HOME. THE AGENCY'S SERVICES INCLUDE CASE MANAGEMENT, EDUCATIONAL CONSULTATION, BEHAVIORAL CONSULTATION, PARENT TRAINING, RESPITE SUPPORT, FAMILY THERAPY, FLEXIBLE FUNDING, SUPPORT GROUPS, RECREATION AND SOCIAL OPPORTUNITIES, AND LATINO MEDICAL SUPPORT THROUGH APPOINTMENT SCHEDULING, TRANSPORTATION, AND TRANSLATION. WE WORK TO DELIVER HOME-BASED AND COMMUNITY-BASED SERVICES, WHICH ARE DESIGNED TO COMPLEMENT EACH FAMILY MEMBER'S UNIQUE STRENGTHS AND TO EMPOWER INDEPENDENT CHOICES. 682168 10362 INDIVIDUAL SUPPORT SERVICES - PROVIDES FLEXIBLE CASEWORK SERVICES TO 65+ INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN THEIR OWN APARTMENTS, WHICH FOSTER PERSONAL GROWTH, ACHIEVEMENT, SELF-ADVOCACY, CHOICE, INDEPENDENCE, AND ENCOURAGE THE FULL INTEGRATION OF EACH INDIVIDUAL INTO THEIR COMMUNITY. THE AGENCY SERVES MEN AND WOMEN WHO LIVE ALONE OR WITH A ROOMMATE. WE WORK TO TEACH THE DAILY LIVING SKILLS REQUIRED TO MAINTAIN INDEPENDENCE IN THE AREAS OF MONEY MANAGEMENT, HEALTH CARE, MENU PLANNING, AND PARENT TRAINING. PEOPLE ARE ENCOURAGED TO EXPLORE SOCIAL AND RECREATIONAL RESOURCES IN THEIR COMMUNITIES. 398715 INTENSIVE FAMILY SUPPORT - PROVIDES GOAL-ORIENTED SERVICES TO 90+ INDIVIDUALS WITHIN A LIMITED TIMEFRAME WHICH SUPPORTS THE INTEGRITY OF FAMILIES HAVING ONE OR MORE MEMBERS WITH A DEVELOPMENTAL DISABILITY WHO ARE EXPERIENCING SEVERE STRESS, WHICH IS CAUSING THE CHILD TO BE AT RISK OF OUT-OF-HOME PLACEMENT. 398715 9414328 1 1 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 0 1 52 0 1 364 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X YVONNE M ALLARD 9786859471 ONE PARKER STREET LAWRENCE MA 01843 ANDREW NOVELLINE 1.00 X X 0 0 0 MARYELLEN MACCARONE 1.00 X X 0 0 0 PENNY JUDD 1.00 X X 0 0 0 CHERYL PARENT 1.00 X X 0 0 0 CLAIRE FIRRIELLO 1.00 X 0 0 0 MOLLY BRESNAHAN 1.00 X 0 0 0 CONCETTA L KING 1.00 X 0 0 0 KATHLEEN ST HILAIRE 1.00 X 0 0 0 WAYNE F SIMMONS JR 1.00 X 0 0 0 KARA J JOHNSON 1.00 X 0 0 0 RICHARD C DEWHIRST 1.00 X 0 0 0 ROBERT DICKEY 1.00 X 0 0 0 STEPHEN M JASKELEVICUS 1.00 X 0 0 0 FRANK BRUCATO 1.00 X 0 0 0 YVONNE ALLARD 40.00 X 91236 0 6000 JOSEPH MCKENNA 40.00 X 70721 0 0 161957 0 6000 0 0 0 0 PICARD CONSTRUCTION 85 PEVEY STREET LOWELL MA 01852 CONSTRUCTION CONTRACT 584715 1 10217918 18437 10236355 CLIENT FEES AND RENTS 532000 580238 580238 580238 14236 14236 196512 197648 -1136 -1136 -1136 MISCELLANEOUS 900099 27195 27195 27195 10856888 607433 0 13100 188575 9429 172270 6876 6627938 6073390 531900 22648 728327 644816 79546 3965 495254 443263 50853 1138 1495 895 600 4014 4014 5885 5885 34061 34061 295293 207688 80686 6919 14515 14515 665722 499917 165805 110484 96282 13735 467 62004 48453 13551 112310 109852 2458 24908 22592 2055 261 TEMPORARY HELP & CONTRA 601551 578624 22927 STIPENDS 361045 361045 FOOD 164499 162064 2435 VEHICLE OPERATING COSTS 116161 116161 MISC EXPENSES 52308 9021 40795 2492 35536 30836 40 4660 10701885 9414328 1238131 49426 233489 90913 247975 310542 980270 1199332 105223 129852 3703921 1433061 1194823 2270860 711671 793608 711115 525775 4184566 5320882 1063322 969422 8767 8767 123029 115580 653641 1175064 83418 507118 1932177 2775951 X 2172747 2470520 79642 74411 2252389 2544931 4184566 5320882 X 155003 137539 X X 0 1 1 X 1 1 X 8371000 8575176 9011167 9523926 10236355 45717624 8371000 8575176 9011167 9523926 10236355 45717624 45717624 58435 66025 22166 20792 14236 181654 50860 46564 19040 30297 27195 173956 46073234 2819431 0.99230 0.99170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 123029 7449 115580 1 663242 663242 2199984 1097416 1102568 11403 4182 7221 413157 119269 293888 416135 212194 203941 2270860 FINANCING FEES, NET OF ACCUMULATED AMORTIZATION 24557 ASSETS HELD IN TRUST 115580 CONSTRUCTION IN PROCESS 341569 DUE FROM AFFILIATE 44069 525775 CONDITIONAL DEBT 507118 507118 10856888 10701885 155003 137539 137539 292542 11016763 137539 22336 159875 10856888 0 10856888 10724221 22336 22336 10701885 0 10701885 PART IV, LINE 2B: THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF ITS CLIENTS. UNCERTAINTY IN INCOME TAXES: THE AGENCY FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE AGENCY TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2011, THE AGENCY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE AGENCY DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. WAYNE SIMMONS BOARD MEMBER 47219 BOARD MEMBER IS AN ATTORNEY WITH A LAW FIRM WHO PROVIDED LEGAL COUNSEL TO THE AGENCY. 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD IS PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL RELATED PARTY CONFLICT OF INTEREST SIGN OFF FORMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF FIDELITY HOUSE'S OFFICERS ARE DETERMINED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FIDELITY HOUSE MAKES THEIR 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: NET UNREALIZED GAINS ON INVESTMENTS: 137,539. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT THE BOARD OVERSEES THE AUDIT AND REVIEWS THE AUDITED FINANCIAL STATEMENTS. FHI LAWRENCEANDOVER INC ONE PARKER STREET LAWRENCE MA 01843 264412391 ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. MA 501(C)(3) LINE 7 FIDELITY HOUSE INC 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 FHI LAWRENCEANDOVER INC K 7872 FAIR MARKET VALUE FHI LAWRENCEANDOVER INC N 63088 FAIR MARKET VALUE FHI LAWRENCEANDOVER INC D 44069 FAIR MARKET VALUE