2026-03-23T08:35:29-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 439 S UNION STREET 401 LAWRENCE MA 01843 BRADLEY HOWELL PRESIDENT & CEO 9786859471 2026-03-20 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2026-03-20 2024 2025-03-06 01:10:19Z WAYSTONE HEALTH AND HUMAN SERVICES BRADLEY HOWELL 439 S UNION STREET 401 LAWRENCE MA 01843 45386486 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO SUPPORT PEOPLE WITH DISABILITIES TO LIVE A RICH AND MEANINGFUL LIFE. 9 9 559 9 0 0 33018546 36022722 7294541 8257265 377192 582223 194037 47882 40884316 44910092 0 0 0 0 24865080 27533199 0 0 511545 14904496 14400254 39769576 41933453 1114740 2976639 32135141 35771441 17091449 17588363 15043692 18183078 X WE SERVE PEOPLE ACROSS THEIR LIFESPAN, STARTING AT THE AGE OF THREE AND THROUGH THE END OF LIFE. WHILE WE ARE KNOWN FOR SERVING PEOPLE WITH DISABILITIES, WE SUPPORT A GROWING NUMBER OF PEOPLE WITH BRAIN INJURIES, MEDICAL AND BEHAVORIAL CHALLENGES, DEMENTIA, AND VETERANS WITH SERVICE-RELATED DISABILITIES. WE PARTNER WITH THEM TO PURSUE THEIR GOALS AND LIVE A FULFILLED LIFE. OUR SKILLED EMPLOYEES PROVIDE RESOURCES, EXPERTISE AND DIRECT SUPPORT FOR ALL PEOPLE WE SERVE. 0 0 25002625 8305147 RESIDENTIAL SERVICES PROVIDES OPPORTUNITIES FOR SMALL GROUP LIVING IN 29 COMMUNITY RESIDENCES AS WELL AS INDEPENDENT LIVING IN LOCAL APARTMENTS. THE GOAL IS TO PROVIDE A SAFE AND SUPPORTIVE ENVIRONMENT WHERE EACH INDIVIDUAL IS ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE. DIRECT SERVICE PROFESSIONALS PROVIDE AS LITTLE OR AS MUCH SUPPORT AS NEEDED. ATTENTION TO MEDICAL CARE IS PARAMOUNT. OUR CLINICAL AND MEDICAL EMPLOYEES GET TO KNOW EACH INDIVIDUAL, MONITOR ALL MEDICAL TREATMENTS AND MAKE SURE THAT DAILY CARE IS TAILORED TO EACH INDIVIDUAL'S CLINICAL AND MEDICAL NEEDS. SERVICES ARE ALSO PROVIDED TO INDIVIDUALS WITH ACQUIRED BRAIN INJURIES (ABI) AND THE TURNING 22 (T22) POPULATION. 3438490 VOCATIONAL SERVICES PROVIDES EMPLOYMENT TRAINING FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THESE PROGRAMS INCLUDES SKILLS AND ASSESSMENT TRAINING, JOB PLACEMENT AND JOB RETENTION SUPPORT. THE GOAL IS TO MAKE SURE EACH PERSON IS AS SUCCESSFUL AND AS INDEPENDENT AS POSSIBLE. 5400539 SUPPORTED HOME CARE PROVIDES CASE MANAGERS AND NURSES WHO SUPPORT ADULTS WITH DISABILITIES LIVING WITH THEIR OWN FAMILY OR WITH A HOME CARE PROVIDER. THROUGH THE ADULT FOSTER CARE PROGRAM OR THE SHARED LIVING PROGRAM, HOME CARE PROVIDERS RECEIVE A TAX-FREE STIPEND TO SUPPORT ROOM, BOARD AND TRANSPORATION COSTS. FIDELITY HOUSE PROVIDES THE HOME CARE PROVIDERS WITH SAFETY TRAINING, NURSING SUPPORTS AND ACCESS TO COMMUNITY RESOURCES. 1843155 CHILDREN AND FAMILY SERVICES PROVIDES SUPPORT TO FAMILIES WHO CARE FOR A CHILD, TEEN OR ADULT WITH DISABILITIES IN THEIR HOME. SUPPORT IS OFFERED THROUGH INTENSIVE IN-HOME SERVICES AND A CENTRALIZED FAMILY SUPPORT CENTER. THESE SUPPORT SERVICES INCLUDE BEHAVIORAL CONSULTATIONS, TRAINING, RESPITE CARE, COMPANIONSHIP, PARENT SUPPORT AND TRAINING. THESE SERVICES HAVE A SPECIAL FOCUS ON LATINO MEDICAL SERVICES, TRANSPORATION AND REFERRALS. THE FAMILY SUPPORT CENTER PROVIDES A FULL CALENDAR OF EDUCATIONAL, THERAPEUTIC AND RECREATIONAL ACTIVITIES. DAY HABILITATION SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS. CLINICAL SERVICES SUCH AS NURSING AND BEHAVORIAL SUPPORTS AS WELL AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY ASSESSMENTS AND GOAL PLANNING ARE PROVIDED, IF NEEDED, IN COMBINATION WITH DAILY ACTIVITIES. 1843155 35684809 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 105 0 1 559 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH X SUSHMA RAISINGANI 9783329151 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 LISA STAFF PRESIDENT 1.50 0.30 X X 0 0 0 GEORGE MORIARTY PRESIDENT-ELECT 1.50 0.30 X X 0 0 0 GREGG SPURR TREAS., FINANCE CHAIR (UNTIL 12/24) 1.50 0.30 X X 0 0 0 JOSE PINO BOARD MEMBER 1.20 0.30 X 0 0 0 GLAVIELINYS CRUZ BOARD MEMBER 1.20 0.30 X 0 0 0 TRICIA MCNAIR BOARD MEMBER 1.20 0.30 X 0 0 0 JONATHAN DOWST BOARD MEMBER 1.20 0.30 X 0 0 0 JUDY NORMANDIN BOARD MEMBER 1.20 0.30 X 0 0 0 BRYAN CHASE BOARD MEMBER 1.20 0.30 X 0 0 0 DENNIS CONLIN BOARD MEMBER 1.20 0.30 X 0 0 0 RAQUEL QUEZADA BOARD MEMBER (UNTIL 3/25) 1.20 0.30 X 0 0 0 BRADLEY HOWELL PRESIDENT & CEO 39.00 1.00 X 243352 0 34577 LEANNA FLEMING CFO (UNTIL 12/24) 39.00 1.00 X 177103 0 16126 CHRISTINA HILDONEN COO (UNTIL 8/24) 39.00 1.00 X 139814 0 26645 KRISTEN TARSIA CSO 39.00 1.00 X 127221 0 4593 COURTNEY SALERNO CPO 39.00 1.00 X 104206 0 3525 DANIEL CARROL CLERK 1.50 0.30 X 0 0 0 KATHRYN MAGEARY VP HUMAN RESOURCES 40.00 X 179317 0 3654 BOIMAH QUAYE AWAKE OVERNIGHT 40.00 X 139666 0 12191 HAMZA SABOUL AWAKE OVERNIGHT 40.00 X 141537 0 1161 JOHN FALLAVOLLITA SR. DIRECTOR OF IT 40.00 X 119279 0 22942 MEAGHAN FISK DIRECTOR OF NURSING 40.00 X 123387 0 8441 1494882 0 133855 11 0 1 0 AMERICAN EAGLE STAFFING 214 ANDOVER STREET SUITE B WILMINGTON MA 01887 STAFFING AGENCY 465921 COULTER CONTRACTING 574 BOSTON ROAD UNIT 3 BILLERICA MA 01821 CONSTRUCTION SERVICES 384960 CAREER STAFF UNLIMITED PO BOX 121356 DALLAS TX 75312 STAFFING AGENCY 222366 3 35684392 338330 1299 36022722 PROGRAM SERVICE REVENUE 532000 6440910 6440910 CLIENT FEES AND RENTS 532000 1816355 1816355 8257265 496288 496288 491488 70841 476394 0 15094 70841 85935 85935 OTHER INCOME 900099 47882 47882 47882 44910092 8305147 0 582223 804064 528523 249881 25660 23005674 20683395 2116665 205614 19872 19851 10 11 1866037 1456404 393936 15697 1837552 1629911 189302 18339 489722 489722 31500 31500 81500 81500 163687 186 163501 391278 204203 138593 48482 361090 22899 304689 33502 2597655 1683596 914059 230151 168242 55437 6472 569017 481844 87173 285786 48498 237288 TEMPORARY HELP & CONTRA 6827744 6739786 39958 48000 VEHICLE OPERATING COSTS 772957 751045 21912 STIPENDS 460431 460431 MISCELLANEOUS EXPENSES 416158 165627 151784 98747 721578 640368 70189 11021 41933453 35684809 5737099 511545 530948 84146 6944729 9766194 4981214 4819780 246950 265147 12043552 4953276 5691773 7090276 3736427 4077755 10003100 9668143 32135141 35771441 2360350 3213128 317534 389514 1503287 1328019 12910278 12657702 17091449 17588363 X 14874388 17993649 169304 189429 15043692 18183078 32135141 35771441 2976639 162747 0 X X 0 1 X 1 1 1 X 1523057 135642 242534 33018546 36022722 70942501 1523057 135642 242534 33018546 36022722 70942501 70942501 166887 113964 167543 407479 496288 1352161 72294662 117492524 0.98130 0.98930 X 0.98930 0.00520 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1192555 1192555 5559786 2342440 3217346 2814502 1001415 1813087 1303689 871052 432637 1173020 738369 434651 7090276 ASSETS HELD IN TRUST 389514 DUE FROM AFFILIATES 287707 RIGHT-OF-USE ASSETS - FINANCE 3345310 RIGHT-OF-USE ASSETS - OPERATING 5645612 9668143 CONDITIONAL DEBT 3100619 FINANCE LEASE LIABILITIES 3250913 OPERATING LEASE LIABILITIES 6306170 12657702 X 45072839 162747 162747 44910092 0 44910092 41933453 0 41933453 0 41933453 PART IV, LINE 2B: THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF INDIVIDUALS RECEIVING SERVICES. PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2025. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 1 0 BRADLEY HOWELL PRESIDENT & CEO 223352 0 20000 0 0 0 10869 0 23708 0 277929 0 0 0 LEANNA FLEMING CFO (UNTIL 12/24) 171853 0 5250 0 0 0 6428 0 9698 0 193229 0 0 0 KATHRYN MAGEARY VP HUMAN RESOURCES 174317 0 5000 0 0 0 2259 0 1395 0 182971 0 0 0 CHRISTINA HILDONEN COO (UNTIL 8/24) 134814 0 5000 0 0 0 5289 0 21356 0 166459 0 0 0 BOIMAH QUAYE AWAKE OVERNIGHT 138916 0 750 0 0 0 3453 0 8738 0 151857 0 0 0 PART I, LINE 7 BONUSES ARE DISCRETIONARY. THE BOARD OF DIRECTORS DECIDES ON A BONUS FOR THE CEO BASED ON THEIR EVALUATION OF HIS PERFORMANCE AND ACHIEVEMENT OF GOALS FOR A FISCAL YEAR. BONUSES FOR EVERYONE ELSE ARE SUGGESTED BY THE CEO TO THE BOARD AND APPROVED IN TOTAL, NOT INDIVIDUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE 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 REVIEWS AND 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FHI LAWRENCEANDOVER INC 439 S UNION ST SUITE 401 LAWRENCE MA 01843 264412391 ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. MA 501(C)(3) LINE 10 FIDELITY HOUSE INC 1 CRC HOUSING 439 S UNION ST SUITE 401 LAWRENCE MA 01843 800790996 HOUSING & SERVICES TO DISABLED PERSONS MA 501(C)(3) LINE 10 FIDELITY HOUSE INC 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER INC D 244239 FMV FHI LAWRENCEANDOVER INC L 71663 FMV