SOMERVILLE COMMUNITY CORPORATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SOMERVILLE COMMUNITY CORPORATION INC (EIN 23-7293380)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201111309349302101
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T14:53:41-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237293380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOMERVILLE COMMUNITY CORPORATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOME | NameControl |
| Phone | 6177765931 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOMERVILLE AVENUE 2ND FLOOR | AddressLine1 |
| City | SOMERVILLE | City |
| State | MA | State |
| ZIP Code | 02143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL LeBLANC | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 6177765931 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW HUTT CPA | Name |
| Phone | 5083669100 | Phone |
| Date Prepared | 2011-05-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL LeBLANC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOMERVILLE AVENUE 2ND FLOOR | AddressLine1 |
| City | SOMERVILLE | City |
| State | MA | State |
| ZIP Code | 02143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2013938 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.somervillecdc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SOMERVILLE COMMUNITY CORPORATION (SCC) IS DEDICATED To MAINTAINING DIVERSITY AND PRESERVING AFFORDABILITY IN SOMERVILLE BY BUILDING AND PRESERVING HOUSING, ORGANIZING FOR NECESSARY POLICIES AND FUNDING, AND GIVING RESIDENTS THE FINANCIAL SKILLS THEY NEED TO SURVIVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1731703 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1147651 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 622911 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 824504 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 63559 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32008 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 61903 | OtherRevenuePriorYear |
| Other Revenue Current Year | -9042 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2480076 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1995121 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 990738 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1102125 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 42845 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1167478 | OtherExpensePriorYear |
| Other Expenses Current Year | 1155007 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2158216 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2257132 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 321860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -262011 | RevenuesLessExpensesCY |
| Total Assets BOY | 8484451 | TotalAssetsBOY |
| Total Assets EOY | 8201637 | TotalAssetsEOY |
| Total Liabilities BOY | 7119871 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7099068 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1364580 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1102569 | NetAssetsOrFundBalancesEOY |
| Mission Description | SOMERVILLE COMMUNITY CORPORATION (SCC) IS DEDICATED To MAINTAINING DIVERSITY AND PRESERVING AFFORDABILITY IN SOMERVILLE BY BUILDING AND PRESERVING HOUSING, ORGANIZING FOR NECESSARY POLICIES AND FUNDING, AND GIVING RESIDENTS THE FINANCIAL SKILLS THEY NEED TO SURVIVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 352798 | Expense |
| Revenue | 24035 | Revenue |
| Description | Supportive Services - SCC's SAFE program seeks to provide Somerville residents - recent immigrants and US-born individuals alike - with the necessary knowledge to navigate their financial lives effectively and successfully. The topics covered are vital to the economic well-being of all people, but of most importance to low-income individuals and families, who are more vulnerable to economic instability. Within our six-week financial education series we cover:Budgeting: why, how, and individualized budgeting. Saving and Building Wealth: banking products, investments, retirement, college, and insurance. Introduction to Banking Services: information about checking and saving accounts, including how to open an account. Credit: interpreting credit scores; understanding, establishing and repairing credit. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 335729 | Expense |
| Description | Mediation Program - Creating understanding among people and peacefully resolving conflicts continues to be the mission of the Somerville Mediation Program since its start in 1984. Mediation staff and trained volunteers act as neutral third parties and assist others in reaching mutually satisfactory agreements. The program works in collaboration with Somerville Public Schools, the Office of the Attorney General of Massachusetts, and community agencies. The Somerville Mediation Program has been designated by the Trial Court of the Commonwealth as the approved mediation program for the Somerville District Court. In addition to Somerville High School, we receive referrals and mediate cases for all of the elementary schools and the alternative schools in Somerville. Our principal focus for the last 14 years has been on violence prevention, and working with young people to teach them conflict resolutions skills, respect and tolerance. To this end, we also conduct workshops in the elementary schools. Each year we recruit and train 60 new student mediators during a 24-hour training program. These students join our other mediators, who bring peace and prevent violence in our schools and community each day. Our program maintains its mission of helping others live together with tolerance and respect through the work of professional, dedicated staff and volunteers. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 603365 | Expense |
| Revenue | 278295 | Revenue |
| Description | Housing Development - For a community to be sustainable, there must be housing options available to people of all income levels. In order to keep Somerville economically diverse, Somerville Community Corporation (SCC) builds affordable rental housing, creates homeownership opportunities, and develops retail spaces. SCC owns 116 affordable rental units in 6 sites throughout Somerville. SCC has produced over 100 units of affordable homeownership, beginning its development activities by purchasing dilapidated 1-3 family homes, rehabbing them, and reselling them to moderate and low -income buyers. More recently, SCC has developed two condominium projects with a total of 23 units.In 2009 we completed a 24-unit rental housing development at the former St. Polycarp parish campus, with 3 commercial spaces on the ground level. St. Polycarp was built with an array of green, energy-efficient features, including solar panels to generate electricity and heat hot water, a green roof, heat-conserving insulation, and a cutting- edge, energy-efficient heating system. All 24 housing units are now occupied, and each of the 3 commercial spaces is leased. SCC is currently planning for the two additional phases. Plans include the construction of an additional 60 affordable rental units, a community room, open space and a playground on the site. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription | RevenueRevenue |
|---|---|---|
| 289584 | Community Organizing - Community Organizing brings people together to identify problems, address them collectively, and create changes that benefit the community. As an organization, we are accountable to our broad base of members and leaders; they are the ones that steer the course of our work. Building relationships, creating a unified voice, and achieving power through solidarity are our key strategies. Through campaigns and initiatives, Somerville Community Corporation (SCC) strives to engage the community to tackle local issues as well as build new leaders by strengthening the skills of long-time members. | |
| 442314 | RENTAL PROGRAMS - Three of SCC'S rental housing developments are owned directly by SCC: the 12 one and two-bedroom units at 110 Walnut Street; the six 3-bedrooom units at 109 Gilman Street; and the 14 Single Room Occupancy units on Sewall Street. SCC'S rental properties are managed by Winn Residential, under contract with SCC. | 522174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 731898 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 522174 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2023790 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177765931 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 somerville ave | AddressLine1 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02143 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Katjana Ballantyne | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JANINE LOTTI | ||||||
| President | 2.00 | X | 0 | 0 | 0 | X |
| Glenn Morgan | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Fred Berman | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Marty Martinez | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jeannette Amazeen-Thomas | ||||||
| CLERK | 2.00 | X | 0 | 0 | 0 | X |
| Lou Ann David | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Genevieve Jones | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Susanne White | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| MARY JO CONNELLY | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| CARLOS JAVIER FERREIRA | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| EZRA HABER GLENN | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| ADRIANA LAFAILLE | ||||||
| DIREctor | 2.00 | X | 0 | 0 | 0 | |
| Cassie Arnaud | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Regina Bertholodo | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JULIA GARCIA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Mireya Gonzalez | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Matthew Kardonsky | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Matt McLaughlin | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Bernal Murillo | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Joel Nitzberg | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Adam Rich | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Stephanie Toews-Moeling | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Josh Wairi | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Mulugeta Zegeye | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Daniel LeBlanc | ||||||
| CEO | 37.50 | 83436 | 0 | 22392 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 83436 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22392 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 49100 | FederatedCampaigns |
| Fundraising Events | 68157 | FundraisingEvents |
| Government Grants | 835175 | GovernmentGrants |
| All Other Contributions | 195219 | AllOtherContributions |
| Total Contributions | 1147651 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| rental income | 900099 | 522174 | 522174 |
| DEVELOPER FEES | 900099 | 259084 | 259084 |
| tenant services | 900099 | 24035 | 24035 |
| Management fees | 900099 | 19211 | 19211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 824504 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32008 | TotalRevenueColumn |
| Exclusion | $32,008 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9775 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 68157 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18817 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9042 | TotalRevenueColumn |
| Exclusion | -$9,042 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1995121 | TotalRevenueColumn |
| Related Or Exempt Function Income | 824504 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $22,966 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108483 | Total |
| Program Services | 48817 | ProgramServices |
| Management And General | 37969 | ManagementAndGeneral |
| Fundraising | 21697 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752878 | Total |
| Program Services | 700622 | ProgramServices |
| Management And General | 39226 | ManagementAndGeneral |
| Fundraising | 13030 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13778 | Total |
| Program Services | 12985 | ProgramServices |
| Management And General | 558 | ManagementAndGeneral |
| Fundraising | 235 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161963 | Total |
| Program Services | 152053 | ProgramServices |
| Management And General | 5912 | ManagementAndGeneral |
| Fundraising | 3998 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65023 | Total |
| Program Services | 58971 | ProgramServices |
| Management And General | 3133 | ManagementAndGeneral |
| Fundraising | 2919 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32760 | Total |
| Program Services | 32760 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11754 | Total |
| Program Services | 9254 | ProgramServices |
| Management And General | 2500 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40747 | Total |
| Program Services | 23340 | ProgramServices |
| Management And General | 17407 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123884 | Total |
| Program Services | 88982 | ProgramServices |
| Management And General | 34902 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83049 | Total |
| Program Services | 70538 | ProgramServices |
| Management And General | 12511 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390673 | Total |
| Program Services | 377464 | ProgramServices |
| Management And General | 13209 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 945 | Total |
| Program Services | 623 | ProgramServices |
| Management And General | 322 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16125 | Total |
| Program Services | 9827 | ProgramServices |
| Management And General | 5332 | ManagementAndGeneral |
| Fundraising | 966 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141763 | Total |
| Program Services | 129420 | ProgramServices |
| Management And General | 12343 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Reserve on Development | 296459 | 296459 | |
| Tenant Assistance | 101450 | 101450 | |
| Miscellaneous | 8100 | 2927 | 5173 |
| BAD DEBTS | 2582 | 2582 | |
| CAPITALIZED EXPENSES | -95284 | -95284 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2257132 | Total |
| Program Services | 2023790 | ProgramServices |
| Management And General | 190497 | ManagementAndGeneral |
| Fundraising | 42845 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45988 | BOY |
| EOY | 24080 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255565 | BOY |
| EOY | 277754 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396932 | BOY |
| EOY | 255028 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166500 | BOY |
| EOY | 166500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21941 | BOY |
| EOY | 6833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5025837 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 945017 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5252424 | BOY |
| EOY | 4080820 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2345101 | BOY |
| EOY | 3390622 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8484451 | BOY |
| EOY | 8201637 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308175 | BOY |
| EOY | 438790 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6804400 | BOY |
| EOY | 6645757 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7296 | BOY |
| EOY | 14521 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7119871 | BOY |
| EOY | 7099068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032989 | BOY |
| EOY | 976481 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331591 | BOY |
| EOY | 126088 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1364580 | BOY |
| EOY | 1102569 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8484451 | BOY |
| EOY | 8201637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 1019267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1144080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1005678 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1731703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1147651 | CurrentTaxYear |
| Total | 6048379 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1019267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1144080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1005678 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1731703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1147651 | CurrentTaxYear |
| Total | 6048379 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 197186 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5851193 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21573 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32008 | CurrentTaxYear |
| Total | 85085 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 61903 | CurrentTaxYearMinus1Year |
| Total | 61903 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6195367 | TotalSupport |
| Gross Receipts From Admissions Etc | 3426319 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92500 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 652600 | InvestmentCostOrOtherBasis |
| Book Value | 652600 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4246980 | InvestmentCostOrOtherBasis |
| Depreciation | 832376 | Depreciation |
| Book Value | 3414604 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 47452 | InvestmentCostOrOtherBasis |
| Depreciation | 38356 | Depreciation |
| Book Value | 9096 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 78805 | InvestmentCostOrOtherBasis |
| Depreciation | 74285 | Depreciation |
| Book Value | 4520 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4080820 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Projects under development | 2485663 |
| tenant security deposits | 13843 |
| developer fee receivable | 90959 |
| PROPERTY AVAILABLE FOR SALE | 778188 |
| due from related parties | 21969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3390622 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TENANT Security Deposits | $13,843 |
| Prepaid Rental Income | $678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14521 | TotalOfAmounts |
| Total Revenue | 1995121 | TotalRevenue |
| Total Expenses | 2257132 | TotalExpenses |
| Excess Or Deficit For Year | -262011 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -262011 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2013337 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 18216 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 18216 | RevenueNotRptdF990 |
| Revenue Subtotal | 1995121 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1995121 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2275348 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18216 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 18216 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2257132 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2257132 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 77932 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 68157 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9775 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 18817 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 77932 | GrossReceiptsTotal |
| Charitable Contributions Total | 68157 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9775 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 18817 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18817 | DirectExpenseSummaryEvents |
| Net Income Summary | -9042 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | shannon leblanc | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | daughter of ceo | Relationship |
| Amount Of Transaction | 16911 | AmountOfTransaction |
| Description Of Transaction | salary | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | each board member reviews the form 990 and approves it. |
| Form 990, Part VI, Section B, line 12c | all senior managers and board members are required to sign and disclose any confLictS of interest annually. |
| Form 990, Part VI, Section B, line 15 | review and approval from the board of directors. |
| Form 990, Part VI, Section C, line 19 | available upon request |
| FORM 990, PART XI, LINE 2C | THERE HAVE BEEN NO PROCEDURAL CHANGES IN HOW THE AUDIT COMMITTEE SELECTS ITS INDEPENDENT ACCOUNTANTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Walnut Street Apartment LLC | |||||||||
| 337 Somerville Ave 2nd Floor | somerville | MA | 02143 | 237293380 | Low Income Housing | MA | 194851 | 1962968 | N/A |
| 109 gilman street llc | |||||||||
| 337 somerville Ave 2nd Floor | somerville | MA | 02143 | 237293380 | Low Income Housing | MA | 93054 | 1902608 | N/A |
| st polycarps redevelopment llc | |||||||||
| 337 Somerville Ave 2nd Floor | somerville | MA | 02143 | 237293380 | Low Income Housing | MA | 0 | 89 | N/A |
| somerville homeownership llc | |||||||||
| 337 Somerville Ave 2nd Floor | somerville | MA | 02143 | 237293380 | Low Income Housing | MA | 0 | 245 | N/A |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| linden street limited partnership | ||||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 043583069 | Low Income Housing | MA | N/A | N/A | -34 | 1260082 | 1 | 0 |
| 33 Bow Street Limited Partnership | ||||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 043262929 | Low Income Housing | MA | N/A | N/A | -2180 | 28733 | 1 | 0 |
| Saint POLYCARP APARTMENTS LLC | ||||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 010905042 | Low Income Housing | MA | N/A | N/A | -28404 | -27664 | 1 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saint POLYCARP APARTMENTS MM LLC | |||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 260743997 | Low Income Housing | MA | N/A | C | -22799 | 79 | 0.79000 |
| linden street development inc | |||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 043582563 | Low Income Housing | MA | N/A | C | -868 | 789903 | 0.79000 |
| 33 bow street inc | |||||||||||
| 337 Somerville Ave 2nd Floor | Somerville | MA | 02143 | 043262934 | Low Income Housing | MA | N/A | C | -2434 | 0.75000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| 33 BOW STREET LIMITED PARTNERSHIP | |
| K | 197550 |
| LINDEN STREET LIMITED PARTNERSHIP | |
| K | 14025 |
| Saint POLYCARP APARTMENTS LLC | |
| K | 76934 |
| 33 BOW STREET limited parTNERSHIP | |
| D | 379903 |
| LINDEN STREET limited partnership | |
| D | 606959 |
| saint POLYCARP APARTMENTS LLC | |
| D | 998875 |