2011-05-10T08:40:45-05:00 2010-09-30 DANIEL DENNIS & CO 116 HUNTINGTON AVENUE BOSTON MA 02116 990 2009-10-01 042389332 ACTION INC ACTI 9782837874 180 MAIN STREET GLOUCESTER MA 01930 Tim Riley 9782837874 2011-05-05 1 6172629898 2011-05-05 2009 2016-02-24 21:20:13Z Tim Riley 180 Main Street gloucester MA 01930 26354232 0 X www.actioninc.org X 1967 MA OPERATE PROGRAMS THAT ASSIST THE LOW INCOME, HOMELESS, AND ELDERLY. 23 23 196 0 -7853 -347 323315 417436 20636402 25838885 33098 34627 6261 -7853 20999076 26283095 14844164 18624398 0 4069778 4472192 0 10430 1533494 2455832 20447436 25552422 551640 730673 9388951 10360477 5328950 5569803 4060001 4790674 OPERATE PROGRAMS THAT ASSIST THE LOW INCOME, HOMELESS, AND ELDERLY. 0 0 18522841 19652443 ENERGY MANAGEMENT - A law was enacted which provides that The low- income residential demand-side management and education programs shall be implemented through the low-income weatherization network and shall be coordinated with all electric and gas distribution companies in the state with the objective of standardizing implementation. The energy management program, which is mainly the LEAN program, was established among the member agencies of the low income fuel assistance network to provide the services required for implementing the coordination requirements of the statute. 2604508 2570320 Fuel assistance program provides relief to those households that are most vulnerable to high home heating costs. It targets assistance to households with the lowest incomes and helps defray the cost of heat during the winter months. To ensure the effectiveness of the program, it has been designed primarily as a vendor payment program. 1849529 1881904 HOMEMAKER - home care program helps 450 people every week with their daily living activities, such as laundry, shopping, cooking, and personal care. Clients receive between three and thirty hours of care per week depending upon individual need. Its mission is to help people safely live at home with dignity. 1788505 1788505 24765383 1 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 104 0 1 196 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 MA X ACTION INC 9782837874 180 MAIN STREET GLOUCESTER MA 01930 Tone Kenney 3.00 X 0 0 0 Linda Giamanco 3.00 X X 0 0 0 Mary Jo Montagnino 3.00 X 0 0 0 Sheila J Irvin 3.00 X 0 0 0 Gretchen Wood 3.00 X X 0 0 0 Charlotte Dodge 3.00 X 0 0 0 Robert Cameron 3.00 X 0 0 0 Richard Rafuse 3.00 X X 0 0 0 Charles Foster 3.00 X 0 0 0 John Prybot 3.00 X 0 0 0 Rudolph Macchi 3.00 X 0 0 0 Ronald Linsky 3.00 X 0 0 0 Roger Lesch 3.00 X 0 0 0 Reverend Karin Wade 3.00 X 0 0 0 Gavin Keenan 3.00 X 0 0 0 Carol A Ryan 3.00 X 0 0 0 Marcia Hahn 3.00 X 0 0 0 Loretta Peres 3.00 X 0 0 0 Roberta Wallace 3.00 X 0 0 0 Linda Murphy 3.00 X 0 0 0 Marilynn Grant 3.00 X 0 0 0 Stefan Debouzy 3.00 X 0 0 0 ELLIOTT JACOBSON 35.00 X X 137112 0 9049 Kathy Stewart 3.00 X 0 0 0 TIMOTHY RILEY 35.00 X 81347 0 22443 william rochford 3.00 X 42292 0 0 260751 0 31492 1 1 0 0 CLIFF PETERS HEATING 984 BROADWAY HAVERHILL MA 01832 Heating Contractor 1099123 ATLANTIC WEATHERIZATION LLC 61 jefferson ave salem MA 01970 Weatherization Contractor 546967 A&M General Contracting Inc 101R Foster Street peabody MA 01960 Weatherization Contractor 379929 all seasons windows & insulation PO Box 8229 Lynn MA 01904 Weatherization Contractor 319712 heat quest insulation co 5 shawsheen road lawrence MA 01843 Heating Contractor 180137 8 417436 417436 Program Fees 900099 23985503 23985503 HOMECARE SERVICES 621610 1853382 1853382 25838885 34627 34627 63284 71137 -7853 -7853 -7853 26283095 25838885 -7853 34627 648611 648611 17975787 17975787 257293 257293 3427045 3032281 394764 447728 394927 52801 340126 306759 33367 33129 31582 1547 31999 31999 157612 112733 44879 12945 5247 7698 98858 57936 31319 9603 120224 93078 27146 114634 111087 3547 43918 12196 31722 84572 80946 3626 56519 50353 6166 CONSULTANT 741502 731217 10035 250 OUTSIDE CONTRACTS 648481 648481 UTILITIES 115784 78378 37406 DATA PROCESSING 111795 55891 55327 577 TRAINING 83860 80600 3260 25552422 24765383 776609 10430 1957688 2696566 693086 704471 2900482 3136023 68883 3280 2840 4655083 838513 3762901 3816570 2631 4007 9388951 10360477 1850567 2532248 1976677 1789511 1501706 1248044 5328950 5569803 X 3804181 4580031 255820 210643 4060001 4790674 9388951 10360477 X 0 1 1 X 1 1 X 14512088 14249350 16399901 19086114 24402939 88650392 14512088 14249350 16399901 19086114 24402939 88650392 88650392 36233 40077 42329 33098 34627 186364 88836756 8478546 0.99790 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 48000 210643 0 0 426520 426520 1574214 310456 1263758 2438951 363371 2075580 215398 164686 50712 3816570 26283095 25552422 730673 0 730673 26448699 94467 71137 165604 26283095 0 26283095 25718026 94467 71137 165604 25552422 0 25552422 Part X: Description of Uncertain Tax Positions Under FIN 48: The Agency is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and is exempt from state income taxes under Chapter 180 of the Massachusetts General Laws. Unrelated business income, of which there was none for the fiscal year ended September 30, 2010, would be subject to Federal and state income taxes. Consequently, the accompanying financial statements do not reflect any provision for income taxes. The Agency evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At September 30, 2010, the Agency believes that it has no uncertain tax positions within any of its open tax years. Part XII Line 2d - Amount represents rental expenses relating to unrelated debt financed income reported on Form 990-T 1 Lynn Economic Opportunity Inc 156 Broad Street lynn MA 01901 042378885 501(C)(3) 316427 FMV Subcontractor for the weatherization program NORTH SHORE COMMUNITY ACTION PROGRAMS INC 98 Main Street peabody MA 01960 042385280 501(C)(3) 332064 FMV subcontractor for the weatherization program subcontractor for the weatherization program 2 CLIENT SUPPORT SERVICES 5750 17975787 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All programs at Action are income-eligibility based. The income levels vary from program to program. Some eligibility requirements are 200% of the poverty level, others are 60% of the area mean income. All clients that are served have to live within the service area of Action, which is Cape Ann, excepting the energy utility programs, which have a broader service area. The Compass Youth Program is also age-driven. They have to be of high school age to be eligible. The Homecare program does allow for more wealthy clients to be in the program. However, they would not be funded through Action; rather, they would be private pay clients, meaning they pay 100% of the costs of their services. X 0 0 0 0 0 0 0 0 0 william rochford 42292 0 0 0 0 0 0 0 0 0 42292 0 19418 0 Form 990, Part VI, Section B, line 11 The 990 is presented along with the audited financial statements to the finance committe who review both and then present to the board of directors. Form 990, Part VI, Section B, line 15a The board of directors approves the executive director's compensation. Form 990, Part VI, Section C, line 19 available upon request. Form 990 Part XI line 2c: No changes from prior year.