FIDELITY HOUSE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FIDELITY HOUSE INC (EIN 04-2499679)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-28
- IRS object ID
- 201130289349300018
- 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 | 2011-01-28T13:22:31-06:00 | 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 | 042499679 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIDE | NameControl |
| Phone | 9786859471 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YVONNE ALLARD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9786859471 | Phone |
| Date Signed | 2011-01-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY V CICOLINI CPA | Name |
| Phone | 5083669100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE HUMAN SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | YVONNE ALLARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10705349 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.FIDELITYHHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 329 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9011167 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9523926 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 575258 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 560449 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22166 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4499 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19040 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30297 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9627631 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10119171 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6825984 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7149275 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28268 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2670193 | OtherExpensePriorYear |
| Other Expenses Current Year | 2571919 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9496177 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9721194 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 131454 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 397977 | RevenuesLessExpensesCY |
| Total Assets BOY | 3227510 | TotalAssetsBOY |
| Total Assets EOY | 4184566 | TotalAssetsEOY |
| Total Liabilities BOY | 1869661 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1932177 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1357849 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2252389 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7001123 | Expense |
| Revenue | 581919 | Revenue |
| Description | Residential - provides residential support to 115 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 655971 | Expense |
| Revenue | 295 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 645722 | Expense |
| Revenue | 8532 | Revenue |
| Description | Individual Support Services - provides flexible casework services to 70 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 359300 | Expense |
| Description | INTENSIVE FAMILY SUPPORT - PROVIDES GOAL-ORIENTED SERVICES TO 78 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 359300 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 8662116 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | 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 | 0 | 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 | 1 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 329 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | YVONNE M ALLARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9786859471 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Robyn K Lebuff | ||||||
| President | 1.00 | X | X | 0 | 0 | 0 |
| Andrew Novelline | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Kathleen St Hilaire | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| Maryellen Maccarone | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| Kim Yoshida | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Warren Graff | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Concetta L King | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Cheryl Parent | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Wayne F Simmons Jr | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Patricia Bowman-Skeffing | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| kara j johnson | ||||||
| mEMBER | 1.00 | X | 0 | 0 | 0 | |
| MOLLY BRESNAHAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PENNY JUDD | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLAIRE FIRRIELLO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| YVONNE ALLARD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 88963 | 0 | 8250 | |
| JOSEPH MCKENNA | ||||||
| BUSINESS MANAGER | 40.00 | X | 70652 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 159615 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8250 | 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 |
| Government Grants | 9400071 | GovernmentGrants |
| All Other Contributions | 123855 | AllOtherContributions |
| Total Contributions | 9523926 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLIENT FEES AND RENTS | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 560449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 560449 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 560449 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20792 | TotalRevenueColumn |
| Exclusion | $20,792 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 569885 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 586178 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -16293 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16293 | TotalRevenueColumn |
| Exclusion | -$16,293 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Developer Fee | 531390 | 21434 | 21434 |
| MISCELLANEOUS | 900099 | 8863 | 8863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 30297 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10119171 | TotalRevenueColumn |
| Related Or Exempt Function Income | 590746 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,499 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185765 | Total |
| Program Services | 9288 | ProgramServices |
| Management And General | 169688 | ManagementAndGeneral |
| Fundraising | 6789 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5841550 | Total |
| Program Services | 5445854 | ProgramServices |
| Management And General | 390234 | ManagementAndGeneral |
| Fundraising | 5462 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626902 | Total |
| Program Services | 570103 | ProgramServices |
| Management And General | 56056 | ManagementAndGeneral |
| Fundraising | 743 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495058 | Total |
| Program Services | 454120 | ProgramServices |
| Management And General | 40057 | ManagementAndGeneral |
| Fundraising | 881 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Management And General | 36000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277563 | Total |
| Program Services | 210251 | ProgramServices |
| Management And General | 66730 | ManagementAndGeneral |
| Fundraising | 582 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12770 | Total |
| Program Services | 56 | ProgramServices |
| Management And General | 12714 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575187 | Total |
| Program Services | 426754 | ProgramServices |
| Management And General | 148433 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101762 | Total |
| Program Services | 91759 | ProgramServices |
| Management And General | 10003 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31690 | Total |
| Program Services | 30428 | ProgramServices |
| Management And General | 1262 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67861 | Total |
| Program Services | 65574 | ProgramServices |
| Management And General | 2287 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23538 | Total |
| Program Services | 21088 | ProgramServices |
| Management And General | 2274 | ManagementAndGeneral |
| Fundraising | 176 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TEMPORARY HELP & CONTRA | 648368 | 645410 | 350 | 2608 |
| STIPENDS | 365430 | 365430 | ||
| food | 162240 | 160445 | 1795 | |
| VEHICLE OPERATING COSTS | 121350 | 121289 | 61 | |
| MISC EXPENSES | 113765 | 9872 | 92866 | 11027 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34395 | Total |
| Program Services | 34395 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9721194 | Total |
| Program Services | 8662116 | ProgramServices |
| Management And General | 1030810 | ManagementAndGeneral |
| Fundraising | 28268 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84316 | BOY |
| EOY | 233489 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333637 | BOY |
| EOY | 247975 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575747 | BOY |
| EOY | 980270 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101811 | BOY |
| EOY | 105223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1856762 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 661939 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058922 | BOY |
| EOY | 1194823 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 885619 | BOY |
| EOY | 711671 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187458 | BOY |
| EOY | 711115 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3227510 | BOY |
| EOY | 4184566 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679752 | BOY |
| EOY | 1063322 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8767 | BOY |
| EOY | 8767 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149113 | BOY |
| EOY | 123029 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 946101 | BOY |
| EOY | 653641 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85928 | BOY |
| EOY | 83418 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1869661 | BOY |
| EOY | 1932177 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1351541 | BOY |
| EOY | 2172747 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6308 | BOY |
| EOY | 79642 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1357849 | BOY |
| EOY | 2252389 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3227510 | BOY |
| EOY | 4184566 | 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 | 8050813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8371000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8575176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9011167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9523926 | CurrentTaxYear |
| Total | 43532082 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8050813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8371000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8575176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9011167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9523926 | CurrentTaxYear |
| Total | 43532082 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 43532082 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20792 | CurrentTaxYear |
| Total | 210920 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19040 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30297 | CurrentTaxYear |
| Total | 151450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43894452 | TotalSupport |
| Gross Receipts From Admissions Etc | 2767068 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99170 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 149113 | BeginningBalance |
| Distributions During Year | 26084 | DistributionsDuringYear |
| Ending Balance | 123029 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 285317 | OtherCostOrOtherBasis |
| Book Value | 285317 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 878130 | OtherCostOrOtherBasis |
| Depreciation | 374942 | Depreciation |
| Book Value | 503188 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11403 | OtherCostOrOtherBasis |
| Depreciation | 1901 | Depreciation |
| Book Value | 9502 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 281006 | OtherCostOrOtherBasis |
| Depreciation | 97281 | Depreciation |
| Book Value | 183725 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 400906 | OtherCostOrOtherBasis |
| Depreciation | 187815 | Depreciation |
| Book Value | 213091 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1194823 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FINANCING FEES, NET OF ACCUMULATED AMORTIZATION | 13462 |
| Assets held in trust | 123029 |
| CONSTRUCTION IN PROCESS | 485614 |
| Due From Affiliate | 89010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 711115 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONDITIONAL DEBT | Description |
| Amount | $83,418 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 83418 | TotalOfAmounts |
| Total Revenue | 10119171 | TotalRevenue |
| Total Expenses | 9721194 | TotalExpenses |
| Excess Or Deficit For Year | 397977 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 97625 | NetUnrealizedGLOnInvestments |
| Other | $398,938 | OtherAmount |
| Total Adjustments | 496563 | TotalAdjustments |
| Excess Or Deficit Per FS | 894540 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10235585 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 97625 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 18789 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 116414 | RevenueNotRptdF990 |
| Revenue Subtotal | 10119171 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10119171 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9739983 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18789 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 18789 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9721194 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9721194 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part IV, Line 2b: | The custodial funds balance represents funds held by the Agency on behalf of its clients. |
| PART XI, LINE 8 - other adjustments: On July 7, 2009, FHI transferred assets totaling $168,480, including property and equipment with a cost basis of $763,493 and a net book value of $89,796, and liabilities of $567,418, which included a mortgage note payable to HUD with a principal balance of $496,764, to the Affiliate, resulting in a net asset deficit transfer of ($398,938) on the accompanying statement of changes in net assets. Because the two parties are related, this transfer was not an arms-length transaction, accordingly, no adjustment was made to the carrying values of assets or liabilities that were assumed by the Affiliate. |
Schedule N IRS990ScheduleN
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | On July 7, 2009, FHI transferred assets totaling $168,480, including property and equipment with a cost basis of $763,493 and a net book value of $89,796, and liabilities of $567,418, which included a mortgage note payable to HUD with a principal balance of $496,764, to the Affiliate, resulting in a net asset deficit transfer of ($398,938) on the accompanying statement of changes in net assets. Because the two parties are related, this transfer was not an arms-length transaction, accordingly, no adjustment was made to the carrying values of assets or liabilities that were assumed by the Affiliate. | DescriptionOfAsset |
| Date Of Distribution | 2009-07-07 | DateOfDistribution |
| FMV Of Asset | -398938 | FMVOfAsset |
| Method Of FMV Determination | book value | MethodOfFMVDetermination |
| EIN | 264412391 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FHI LAwrenceANdonver | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | one parker street | AddressLine1 |
| City | lawrence | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2 |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2 |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2 |
| Receive Compensation2 | 0 | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| Form 990, part XI, Line 2c | the board oversees the audit and reviews the audited financial statements. | Oversight of Audit |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FHI LawrenceAndover Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKER STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264412391 | EIN |
| Primary Activities | acquiring, rehabilitating, and maintaining community residential properties. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | Line 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY HOUSE INC | BusinessNameLine1 |
| 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 | 1 | 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 | 1 | 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 (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| FHI Lawrenceandover Inc | |
| K | 28612 |
| FHI Lawrenceandover Inc | |
| N | 54277 |
| FHI Lawrenceandover Inc | |
| D | 89010 |
| FHI Lawrenceandover Inc | |
| H | -398938 |
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