2012-12-20T14:13:53-06:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 223154028 COMMUNITY SERVINGS INC COMM 6175227777 18 MARBURY TERRACE JAMAICA PLAIN MA 021304529 DAVID WATERS 6175227777 2012-12-14 1 SORIE KABA CPA P01317106 5083669100 2012-12-14 2011 2016-02-24 21:20:13Z DAVID WATERS 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 4744423 0 X WWW.SERVINGS.ORG X 1991 MA PROVIDE HOME-DELIVERED MEALS TO CRITICALLY ILL CLIENTS AND THEIR DEPENDENTS IN EASTERN MA. 17 17 58 5000 0 0 3810411 3995034 289712 423618 111989 109747 96517 105867 4308629 4634266 0 0 0 0 2072241 2298618 0 0 470028 1985157 2223996 4057398 4522614 251231 111652 6453983 6607048 274960 316373 6179023 6290675 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 3128768 FOOD AND NUTRITION PROGRAM- COMMUNITY SERVINGS PROVIDED 1,242 CRITICALLY ILL PEOPLE AND THEIR DEPENDENTS LIVING IN EASTERN MASSACHUSETTS WITH HOME-DELIVERED MEALS, AS WELL AS NUTRITION EDUCATION AND COUNSELING. APPROXIMATELY 60,487 HOURS OF VOLUNTEER SERVICES ARE DONATED BY THE COMMUNITY TO PREPARE OUR MEDICALLY TAILORED MEALS. 254607 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 2012, WE HELD FOUR TRAINING CLASSES WITH APPROXIMATELY 39 ENROLLEES. 273867 423618 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 2012, WE PROVIDED 153,208 MEALS TO FOUR LOCAL SCHOOLS, SENIOR MEALS-ON-WHEELS PROGRAM, AND SIX SUMMER FOOD SITES. 3657242 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 0 0 0 0 1 1 1 0 0 1 10 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 X 17 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 X DAVID WATERS 6175227777 18 MARBURY TERRACE JAMAICA PLAIN MA 021304529 MARK LIPPOLT 2.00 X X 0 0 0 JOAN H PARKER 1.00 X 0 0 0 KAREN BRESSLER 1.00 X X 0 0 0 ANTHONY COREY 1.00 X 0 0 0 FREDI SHONKOFF 1.00 X X 0 0 0 MARY-CATHERINE DEIBEL 1.00 X 0 0 0 DOREEN VIGUE 1.00 X 0 0 0 CORBY KUMMER 1.00 X 0 0 0 TRISTRAM OAKLEY 1.00 X 0 0 0 HELEN RASMUSSEN 1.00 X 0 0 0 DAVID HAYTER 1.00 X 0 0 0 JHANA SENXIAN 1.00 X 0 0 0 MICHELLE SHELL 1.00 X 0 0 0 SIAN MCALPIN 2.00 X X 0 0 0 CATHERINE R MATTHEWS 1.00 X 0 0 0 JOHN R MILLIGAN 1.00 X 0 0 0 DOREEN RIGBY 1.00 X 0 0 0 DAVID WATERS 50.00 X 154476 0 21583 JANET DILLON 32.00 X 71876 0 18931 TIMOTHY LEAHY 40.00 X 103802 0 11404 330154 0 51918 2 0 1 0 0 993530 1441284 1560220 142463 3995034 PROGRAM INCOME 624200 423618 423618 423618 109747 109747 193700 993530 110157 83543 83543 OTHER REVENUE 900099 13138 13138 LOAN FORGIVENESS 900099 9186 9186 22324 4634266 423618 0 215614 413158 91254 258483 63421 1429665 1204764 42588 182313 273737 225101 10691 37945 182058 130841 26816 24401 22850 22850 37266 33237 590 3439 37230 21824 8220 7186 361900 324597 13584 23719 4708 4417 77 214 82417 80982 524 911 FOOD AND KITCHEN SUPPLI 1260094 1256629 3465 0 CONTRACTED SERVICES 240383 117648 3954 118781 DELIVERY 74180 74180 EQUIPMENT 70386 63905 2108 4373 32582 27863 1394 3325 4522614 3657242 395344 470028 1148314 1644511 850340 470783 186237 112095 109097 244982 3624355 3624355 84973 95794 48553 53063 880772 525706 396859 355066 2755 2899 2500 3500 6453983 6607048 261717 312050 13243 4323 274960 316373 X 5461920 5895174 717103 395501 6179023 6290675 6453983 6607048 111652 0 X X 0 1 1 X 1 1 X 4348279 3636889 3682398 3810411 3995034 19473011 4348279 3636889 3682398 3810411 3995034 19473011 1616637 17856374 65728 101405 112296 111989 109747 501165 191007 88974 24951 9857 22324 337113 20311289 1554231 0.87910 0.90140 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 631410 367304 264106 249362 158402 90960 355066 4634266 4522614 111652 111652 4770714 26291 110157 136448 4634266 0 4634266 4659062 26291 110157 136448 4522614 0 4522614 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, 2012, THE AGENCY DETERMINED THAT IT HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PREVIOUS THREE 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. PART XII LINE 2D: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE. PIE IN THE SKY 551770 511770 40000 40174 LIFE SAVOR 510770 362520 148250 43319 8 124690 119240 5450 26664 1187230 993530 193700 110157 110157 83543 X X X 0 0 0 0 0 0 0 0 0 DAVID WATERS 134476 0 20000 0 0 0 0 0 21583 0 176059 0 0 0 KAREN BRESSLER BOARD MEMBER & PRESIDENT OF SUPPLY COMPANY. 608878 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 PURCHASES TOTALING $608,878 FROM THE ORGANIZATION FOR THE YEAR ENDED JUNE 30, 2012. THE AGENCY OWED THIS ORGANIZATION $14,282 AT JUNE 30, 2012. 0 X 142463 MARKET VALUE 0 1 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 AGENCY 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 COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE AGENCY 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 COMBINING FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OVERSIGHT OF THE AUDIT PART XI, LINE 2C THE AGENCY HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS COMBINING 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 COMMUNITY SERVINGS 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 MARBURY TERRACE INC J 166762 FAIR MARKET VALUE MARBURY TERRACE INC O 3500 FAIR MARKET VALUE MARBURY TERRACE INC D 1424000 FAIR MARKET VALUE