2026-05-15T08:08:41-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042562377 BROCKTON AREA MULTI-SERVICES INC BROC 5085808700 10 CHRISTYS DR BROCKTON MA 02301 PETER EVERS PRESIDENT AND CEO 5085808700 2026-05-14 1 1 BRENDA L BOOTH P01342395 6178075000 2026-05-14 2024 2025-03-06 01:10:19Z PETER EVERS 10 CHRISTYS DR BROCKTON MA 02301 134203760 0 X WWW.BAMSI.ORG X 1975 MA IMPROVE THE QUALITY OF PEOPLE'S LIVES THROUGH THE FOLLOWING HUMAN SERVICES: DAY AND RESIDENTIAL SERVICES FOR THOSE WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES; BEHAVIORAL HEALTH SERVICES; HOUSING AND ESSENTIAL SERVICES; SERVICES FOR CHILDREN; YOUTH & FAMILY; HIV SERVICES; AND ELDERLY SERVICES. 12 12 1781 16 -2748 0 4522771 2891449 110241385 127762077 319429 208675 2540457 2914398 117624042 133776599 0 0 0 0 87607415 98422930 0 0 116349 31228679 34897316 118836094 133320246 -1212052 456353 73648881 73465228 45907779 44929713 27741102 28535515 X TO EMPOWER PEOPLE AND ENRICH THEIR LIVES, THROUGH COMPASSIONATE SUPPORT AND DIVERSE SERVICES, ONE INDIVIDUAL, ONE FAMILY AT A TIME. 0 0 86525261 97696109 DEVELOPMENTAL DISABILITIES AND BRAIN INJURY SUPPORT APPROXIMATELY 1250 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES TO LIVE IN HOMES IN THE COMMUNITY ATTEND DAY HABILITATION PROGRAMS OR FIND APPROPRIATE EMPLOYMENT. PLANS OF CARE ARE BASED ON EACH INDIVIDUAL'S VARYING LEVELS OF ABILITY, WITH THE GOAL OF ATTAINING A GREATER LEVEL OF SELF-SUFFICIENCY. SOME RESIDENTIAL LOCATIONS INCLUDE 24-HOURS NURSING CARE. 17692855 18422399 MENTAL HEALTH PROGRAMS PROVIDE OUTPATIENT MENTAL HEALTH COUNSELING TO APPROXIMATELY 1765 INDIVIDUALS AT A CLINIC, IN OUTREACH LOCATIONS, OR AN IN-HOME THERAPY. ADDITIONAL SERVICES FOR APPROXIMATELY 318 INDIVIDUALS ALSO INCLUDE RESIDENTIAL HOMES AND INDEPENDENT LIVING SUPPORT FOR THOSE WITH MENTAL HEALTH CHALLENGES; EMPLOYMENT SUPPORT, THERAPEUTIC DAY PROGRAMS. SERVICES ARE ALSO PROVIDED TO APPROXIMATELY 1,020 YOUTH WITH MENTAL HEALTH CHALLENGES AND THEIR FAMILIES. 11805826 9815166 PUBLIC HEALTH PROGRAMS PROVIDE EARLY INTERVENTION FOR APPROXIMATELY 1035 CHILDREN FROM BIRTH TO AGE 3 AND NUTRITIONAL ASSISTANCE APPROXIMATELY 18,105 INDIVIDUALS AND FAMILIES. CONFIDENTIAL HIV CASE MANAGEMENT AND PREVENTION FOR HIGH-RISK POPULATIONS IS ALSO PROVIDED TO APPROXIMATELY 1470 INDIVIDUALS AND THEIR FAMILIES. 3130944 1828403 ELDERLY SERVICES, INCLUDING A CONGREGATE LIVING HOME, SENIOR CENTER, AND VARIOUS OUTREACH PROGRAMS, PROVIDE SERVICE TO APPROXIMATELY 3155 SENIOR CITIZENS. SOCIAL SERVICES PROGRAMS INCLUDE AN INFORMATION AND REFERRAL PROGRAM AND HOUSING ASSISTANCE FOR APPROXIMATELY 4255 INDIVIDUALS. THERAPEUTIC MENTORING FOR 128 FAMILIES. 3130944 1828403 119154886 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 142 0 1 1781 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DENNIS ORSINGER CHIEF FINANCIAL OF 5085808700 10 CHRISTYS DR BROCKTON MA 02301 EDMUND CABELLON CHAIR (UNTIL 3/25) 2.00 X X 0 0 0 ISABELLE GUEMBOU TREASURER 2.00 X X 0 0 0 JULIA CHANDLER CHAIR 2.00 X X 0 0 0 ANN SCHULER CLERK 2.00 X X 0 0 0 SARAH COOK BOARD MEMBER 1.00 X 0 0 0 VIRGINIA DEPINA BOARD MEMBER 1.00 X 0 0 0 DAVID EBENEZER BOARD MEMBER 1.00 X 0 0 0 ANN LA FRANCE BOARD MEMBER 1.00 X 0 0 0 WINIQUE GREEN BOARD MEMBER 1.00 X 0 0 0 KAREN LEWIS BOARD MEMBER (UNTIL 10/24) 1.00 X 0 0 0 CESAR MIRANDA BOARD MEMBER 1.00 X 0 0 0 JESSICA NISENBAUM BOARD MEMBER (UNTIL 3/25) 1.00 X 0 0 0 JOHN SAM FOSTER VICE CHAIR 1.00 X X 0 0 0 ANTOINE SALVADOR BOARD MEMBER (UNTIL 3/25) 1.00 X 0 0 0 SEJAL SHAH BOARD MEMBER 1.00 X 0 0 0 MICHAEL SULLIVAN BOARD MEMBER 1.00 X 0 0 0 PETER EVERS PRESIDENT AND CEO 40.00 X 401407 0 38729 PETER KASSIS CMO 40.00 X 320157 0 35005 DENNIS ORSINGER CFO 40.00 X 230277 0 5882 FELICIA HEYWOOD EVP OF DEIJA 40.00 X 171186 0 7215 SESAY JOHNSON EVP OF IT 40.00 X 159986 0 49208 JILL CONLON EVP OF CLDS 40.00 X 157608 0 41217 ULEA LAGO EVP OF SBD 40.00 X 156635 0 11302 BEVERLY WILLIAMS EVP OF BHCS 40.00 X 168100 0 17111 1765356 0 205669 66 0 1 0 OLD COLONY Y 320 MAIN STREET BROCKTON MA 02301 CONSULTANTS 449192 INTEGRATED PHARMACY SOLUTIONS INC 50 TREMONT STREET SUITE 201 MELROSE MA 02176 CONSULTANTS 299667 2 35558 94964 183859 2577068 183577 2891449 CONTRACTS 624100 108689713 108689713 THIRD PARTY BILLINGS 624100 14266346 14266346 CLIENT CONTRIBUTIONS 624100 4806018 4806018 127762077 271392 271392 240348 194891 45457 45457 -2748 48205 132467 0 195184 132467 -195184 -62717 -62717 64075 94964 37086 26989 26989 OTHER INCOME 900099 2841952 2841952 2841952 133776599 127762077 -2748 3125821 1762507 1762507 81632177 77745646 3781835 104696 7797806 6724789 1069851 3166 7230440 6595240 626713 8487 132879 2038 130841 6679406 4181332 2498074 1642770 1425566 217204 2263444 221200 2042244 14284953 13341052 943901 2867130 2675829 191301 382953 190761 192192 2054699 1748867 305832 1506541 1221867 284674 MEALS 1676734 1675495 1239 MEDICINE 1405807 1405204 603 133320246 119154886 14049011 116349 4730749 5585820 13227539 13151994 1451575 875519 61275835 25351809 34462880 35924026 8899894 9701405 10876244 8226464 73648881 73465228 8331007 10349233 1503636 1431050 33019518 30978721 3053618 2170709 45907779 44929713 X 27741102 28535515 27741102 28535515 73648881 73465228 X 456353 453405 -115345 X 0 1 X 1 1 1 X 3269383 1411404 1055006 4522771 2900609 13159173 3269383 1411404 1055006 4522771 2900609 13159173 562419 12596754 136095 198855 242455 378871 319597 1275873 67863 16714 6622 35971 0 127170 508401 699633 3510779 2502874 2896867 10118554 24680770 542929719 0.51040 0.54800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9693550 9693550 43575787 18574754 25001033 2424132 1954343 469789 4617371 4028944 588427 964995 793768 171227 35924026 INTEREST RATE SWAP AGREEMENTS 32936 RIGHT-OF-USE ASSET - OPERATING LEASES 7695325 DEPOSITS 498203 8226464 OPERATING LEASE OBLIGATIONS 2170709 2170709 X 134346636 453405 116632 570037 133776599 0 133776599 133552223 231977 231977 133320246 0 133320246 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 37,086. CHANGE IN VALUE ON INTEREST RATE SWAP CONTRACTS -115,345. RENTAL EXPENSES - NETTED PAGE 9, PART VIII, LINE 6B 194,891. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 37,086. RENTAL EXPENSES - NETTED PAGE 9, PART VIII, LINE 6B 194,891. 50TH ANNIVERSARY GALA 72415 48850 23565 800 8763 2400 8545 GOLF TOURNAMENT 86624 46114 40510 500 13859 2219 159039 94964 64075 1300 22622 2400 10764 37086 26989 X X X X 0 0 0 0 0 0 0 1 0 PETER EVERS PRESIDENT AND CEO 398665 0 0 0 2742 0 0 0 38729 0 440136 0 0 0 PETER KASSIS CMO 317690 0 0 0 2467 0 0 0 35005 0 355162 0 0 0 DENNIS ORSINGER CFO 219956 0 8000 0 2321 0 0 0 5882 0 236159 0 0 0 SESAY JOHNSON EVP OF IT 158213 0 0 0 1773 0 0 0 49208 0 209194 0 0 0 JILL CONLON EVP OF CLDS 149050 0 8000 0 558 0 0 0 41217 0 198825 0 0 0 BEVERLY WILLIAMS EVP OF BHCS 158437 0 8000 0 1663 0 0 0 17111 0 185211 0 0 0 FELICIA HEYWOOD EVP OF DEIJA 169995 0 0 0 1191 0 0 0 7215 0 178401 0 0 0 ULEA LAGO EVP OF SBD 156392 0 0 0 243 0 0 0 11302 0 167937 0 0 0 PART I, LINE 7 DENNIS ORSINGER, BEVERLY WILLIAMS AND JILL CONLON EACH RECEIVED A DISCRETIONARY BONUS OF $8,000 A MA DEV FINANCE AGENCY SERIES 2006 043431814 000000000 2006-02-01 2579754 FINANCE, AQUISITION AND REFINANCING OF LAND AND BUILDINGS 0 0 0 B MA DEV FINANCE AGENCY 043431814 000000000 2021-11-23 6080245 FINANCE, AQUISITION AND REFINANCING OF LAND AND BUILDINGS 0 0 0 A 2579754 34349 2527161 18244 2006 0 0 1 1 B 6080245 80245 6000000 2022 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 1 BANK OF AMERICA 30.000000000000 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 X 1 183577 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED AND APPROVED BY CFO AND AUDIT/FINANCE COMMITTEE CHAIRPERSON PRIOR TO SIGNING BY AUTHORIZED OFFICER. THE FULL 990 IS POSTED TO A BOARD-ONLY ACCESSIBLE WEBSITE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BAMSI'S BOARD OF DIRECTOR'S POLICY COVERS ALL MEMBERS AND OFFICERS OF THE BOARD OF DIRECTORS. BAMSI'S CONFLICT OF INTEREST POLICY COVERS ALL BAMSI EMPLOYEES. THE PRESIDENT OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR RECEIVING ALL DISCLOSURES OF BOARD MEMBER CONFLICTS OF INTEREST. THE CHIEF OPERATIONS OFFICER IS REPONSIBLE FOR RECEIVING ALL DISCLOSURES OF EMPLOYEE CONFLICTS OF INTEREST. THE PRESIDENT OF THE BOARD WILL BRING ALL DISCLOSURES OF CONLICTS OF INTEREST TO THE MEMBERS OF THE BOARD IN EXECUTIVE SESSION FOR IMMEDIATE RESOLUTION. THE CHIEF OPERATIONS OFFICER WILL CONVENE THE BAMSI ETHICS COMMITTEE TO HEAR AND RESOLVE ANY DISCLOSURES OR REPORTS OF EMPLOYEE CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST IS DISCLOSED AND SUBSTANTIATED REGARDING A MEMBER OF THE BOARD THAT MEMBER MAY BE REMOVED FROM THE BOARD. IF A CONLICT OF INTEREST IS DISCLOSED AND SUBSTANTIATED REGARDING AN EMPLOYEE THEY MAY BE ORDERED TO DISCONTINUE THOSE ACTIVITIES FOUND TO BE IN CONFLICT AND MAY BE GROUND FOR DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15 AS NOTED IN THE EXECUTIVE EVALUATION AND COMPENSATION POLICY, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR EVALUATING AND ESTABLISHING THE COMPENSATION PACKAGE FOR THE CEO ON AN ANNUAL BASIS. THE CEO EVALUATES AND ESTABLISHES A COMPENSATION PACKAGE FOR THE COO AND CFO ANNUALLY WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE COO EVALUATES AND ESTABLISHES COMPENSATION FOR ALL AGENCY VICE PRESIDENTS ANNUALLY. THE CEO WILL REVIEW THE VP EVALUATIONS AND COMPENSATION PACKAGES SUBMITTED BY THE COO. THE EXECUTIVE COMMITTEE WILL AUTHORIZE A RANGE FOR COMPENSATION. THE PERFORMANCE APPRAISALS FOR THE COO, CFO, AND EMT MEMBERS WILL BE COMPLETED IN JANUARY AND MADE AVAILABLE TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. IT IS IMPERATIVE THAT PERFORMANCE APPRAISALS BE COMPLETED IN A STRUCTURED AND TIMELY MANNER. THE EXECUTIVE COMMITTEE WILL SOLICIT FEEDBACK, INCLUDING SALARY DATA, FOR THE CEO'S PERFORMANCE EVALUATION AT THE OCTOBER BOARD MEETING. THE CEO EVALUATION WILL BE COMPLETED AND FINALIZED BY THE EXECUTIVE COMMITTEE IN NOVEMBER. THE BOARD OF DIRECTORS WILL SOLICIT FEEDBACK, INCLUDING SALARY DATA, FOR THE COO, CFO, AND VP PERFORMANCE EVALUATIONS IN OCTOBER. COMPARABLE DATA BASED ON SIMILAR NON-PROFIT AGENCY'S (SIZE AND SERVICE TYPE) IS USED IN ALL EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE ON COMMONWEALTH OF MASSACHUSETTS ATTORNEY GENERAL WEBSITE SUMMARIES OF FINANCIAL INFORMATION IN ANNUAL REPORT ON AGENCY WEBSITE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY NOT AVAILABLE PUBLICLY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE ON INTEREST RATE SWAP CONTRACTS -115,345.