2011-01-28T13:22:31-06:00 2010-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2009-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 ONE PARKER STREET LAWRENCE MA 01843 YVONNE ALLARD 9786859471 2011-01-11 1 JEFFREY V CICOLINI CPA 5083669100 2009 2016-02-24 21:20:13Z FIDELITY HOUSE HUMAN SERVICES YVONNE ALLARD ONE PARKER STREET LAWRENCE MA 01843 10705349 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES, TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE THROUGH A PORTFOLIO OF DIVERSIFIED OFFERINGS, INCLUDING RESIDENTIAL, EDUCATIONAL, VOCATIONAL, DEVELOPMENTAL, AND ADVOCACY SERVICES. 14 14 329 0 0 0 9011167 9523926 575258 560449 22166 4499 19040 30297 9627631 10119171 0 0 6825984 7149275 0 28268 2670193 2571919 9496177 9721194 131454 397977 3227510 4184566 1869661 1932177 1357849 2252389 TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES, TO PARTICIPATE WITH FRIENDS, FAMILIES AND NEIGHBORS IN THE LIFE OF THEIR COMMUNITY AND to ACHIEVE THE RICHEST AND FULLEST LIFE POSSIBLE THROUGH A PORTFOLIO OF DIVERSIFIED OFFERINGS, INCLUDING RESIDENTIAL, EDUCATIONAL, VOCATIONAL, DEVELOPMENTAL AND AVOCACY SERVICES. 0 0 7001123 581919 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. 655971 295 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. 645722 8532 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. 359300 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. 359300 8662116 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 44 0 1 329 1 0 0 0 0 0 1 1 0 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X YVONNE M ALLARD 9786859471 ONE PARKER STREET LAWRENCE MA 01843 Robyn K Lebuff 1.00 X X 0 0 0 Andrew Novelline 1.00 X X 0 0 0 Kathleen St Hilaire 1.00 X X 0 0 0 Maryellen Maccarone 1.00 X X 0 0 0 Kim Yoshida 1.00 X 0 0 0 Warren Graff 1.00 X 0 0 0 Concetta L King 1.00 X 0 0 0 Cheryl Parent 1.00 X 0 0 0 Wayne F Simmons Jr 1.00 X 0 0 0 Patricia Bowman-Skeffing 1.00 X 0 0 0 kara j johnson 1.00 X 0 0 0 MOLLY BRESNAHAN 1.00 X 0 0 0 PENNY JUDD 1.00 X 0 0 0 CLAIRE FIRRIELLO 1.00 X 0 0 0 YVONNE ALLARD 40.00 X 88963 0 8250 JOSEPH MCKENNA 40.00 X 70652 0 0 159615 0 8250 0 0 0 0 0 9400071 123855 9523926 CLIENT FEES AND RENTS 532000 560449 560449 560449 20792 20792 569885 586178 -16293 -16293 -16293 Developer Fee 531390 21434 21434 MISCELLANEOUS 900099 8863 8863 30297 10119171 590746 0 4499 185765 9288 169688 6789 5841550 5445854 390234 5462 626902 570103 56056 743 495058 454120 40057 881 36000 36000 277563 210251 66730 582 12770 56 12714 575187 426754 148433 101762 91759 10003 31690 30428 1262 67861 65574 2287 23538 21088 2274 176 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 34395 34395 9721194 8662116 1030810 28268 84316 233489 333637 247975 575747 980270 101811 105223 1856762 661939 1058922 1194823 885619 711671 187458 711115 3227510 4184566 679752 1063322 8767 8767 149113 123029 946101 653641 85928 83418 1869661 1932177 X 1351541 2172747 6308 79642 1357849 2252389 3227510 4184566 X 0 1 1 X 1 1 X 8050813 8371000 8575176 9011167 9523926 43532082 8050813 8371000 8575176 9011167 9523926 43532082 43532082 43502 58435 66025 22166 20792 210920 4689 50860 46564 19040 30297 151450 43894452 2767068 0.99170 0.99200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 149113 26084 123029 1 285317 285317 878130 374942 503188 11403 1901 9502 281006 97281 183725 400906 187815 213091 1194823 FINANCING FEES, NET OF ACCUMULATED AMORTIZATION 13462 Assets held in trust 123029 CONSTRUCTION IN PROCESS 485614 Due From Affiliate 89010 711115 CONDITIONAL DEBT 83418 83418 10119171 9721194 397977 97625 398938 496563 894540 10235585 97625 18789 116414 10119171 0 10119171 9739983 18789 18789 9721194 0 9721194 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. 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. 2009-07-07 -398938 book value 264412391 FHI LAwrenceANdonver one parker street lawrence MA 01843 501(c)(3) 0 0 0 0 Form 990, Part VI, Section B, line 11 THE BOARD IS PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. Form 990, Part VI, Section B, line 12c THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL RELATED PARTY CONFLICT OF INTEREST SIGN OFF FORMS. Form 990, Part VI, Section B, line 15 COMPENSATION OF FIDELITY HOUSE'S OFFICERS ARE DETERMINED AND APPROVED BY THE BOARD. Form 990, Part VI, Section C, line 19 FIDELITY HOUSE MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, part XI, Line 2c Oversight of Audit the board oversees the audit and reviews the audited financial statements. FHI LawrenceAndover Inc ONE PARKER STREET LAWRENCE MA 01843 264412391 acquiring, rehabilitating, and maintaining community residential properties. MA 501(C)(3) Line 7 FIDELITY HOUSE INC 0 0 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 FHI Lawrenceandover Inc K 28612 FHI Lawrenceandover Inc N 54277 FHI Lawrenceandover Inc D 89010 FHI Lawrenceandover Inc H -398938