2024-08-20T08:40:35-05:00 2023-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2022-07-01 043098024 VETERANS INC VETE 8004822565 69 GROVE STREET WORCESTER MA 01605 VINCENT PERRONE PRESIDENT & CEO 8004822565 2024-08-19 1 0 KRISTEN CUMMINGS P01510495 6178075000 2024-08-19 2022 2024-08-08 14:25:15Z X VINCENT PERRONE 69 GROVE STREET WORCESTER MA 01605 23604714 0 X WWW.VETERANSINC.ORG X 1990 MA VETERANS INC MISSION IS TO OPERATE ACCORDING TO THE PHILOSOPHY THAT VETERANS HAVE EARNED THE RESPECT AND GRATITUE OR OUR NATION AND THAT IN RETURN VETERANS INC. PROVIDE THEM WITH WHATEVER SERVICES ARE NEEDED. 9 7 257 70 0 0 15756479 15940624 5835109 7108688 627 137075 250347 280125 21842562 23466512 1491236 1641075 0 0 10355944 12373210 0 0 141262 5535502 7051887 17382682 21066172 4459880 2400340 23448065 27011040 6182302 7094404 17265763 19916636 X VETERANS INC. IS A PRIVATE NON-PROFIT ORGANIZATION DEDICATED TO PROVIDING A WIDE ARRAY OF PROGRAMS AND SUPPORTIVE SERVICES TO VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES AND IS THE LARGEST ONE-STOP VETERANS HOUSING, OUTREACH, AND SUPPORTIVE SERVICES PROGRAM IN NEW ENGLAND. 0 0 5767423 1440362 82085 THE OUTREACH AND SUPPORTIVE SERVICES PROGRAM SERVES VETERANS IN THE COMMUNITY ON AN OUTPATIENT BASIS, AND OFFER TRAINING, THERAPEUTIC GROUP SESSION, AND INDIVIDUAL COUNSELING , BENEFITS COUNSELING AND ADVOCACY, EMPLOYMENT SUPPORT AND OTHER SUPPORT SERVICES SUCH AS FOOD AND CLOTHING. THE PROGRAM IS FOCUSED ON THE REMOVAL OF BARRIERS THAT PREVENT PEOPLE FROM RECEIVING CRITICAL SERVICES, THE PRIMARY GOALS OF THE PROGRAM ARE FOR CLIENTS TO IMPROVE THEIR MENTAL HEALTH STATUS AND RESIDENTIAL STABILITY, INCREASE THEIR SKILL LEVEL OR INCOME. AND ACHIEVE GREATER SELF-DETERMINATION, SUPPORT SERVICES TO VETERAN FAMILIES FOCUS ON HOUSING STABILIZATION AND MAY INCLUDE TEMPORARY FINANCIAL ASSISTANCE TO HELP LOW-INCOME FAMILIES OBTAIN OR REMAIN IN HOUSING. 6215320 86878 7026603 THE HEALTH AND WELLNESS PROGRAM PROVIDES PHYSICAL, MENTAL AND MECHANISMS AND SUPPORT REINTEGRATION INTO THEIR FAMILIES AND COMMUNITIES, VETERANS INC OPERATED INDEPENDENCE HALL, THE FIRST VETERANS-SPECIFIC, LICENSED TREATMENT CENTER FOR ADDICTION RECOVERY AT ITS SITE IN SHREWSBURY, MASSACHUSETTS, THIS PROGRAM IN AN EVIDENCE-BASED TREATMENT CENTER FOR MALES AND FEMALES, FOCUSED ON VETERANS AND DELIVERING SERVICES WITH CULTURAL SKILL AND SENSITIVITY, WITH SPECIAL EXPERTISE IN THE VETERAN'S CULTURE. THE PROGRAM PROVIDES SERVICES THAT INCLUDE INPATIENT CLINICAL STABILIZATION, AS WELL AS OUTPATIENT PROGRAMS INCLUDING TALK THERAPIES AND FAMILY SUPPORT PROGRAMS, THE CENTER IS CONSIDERED THE FIRST OF ITS KIND IN THE COUNTRY TO BE OPERATED BY A COMMUNITY NON-PROTECT VETERAN'S ORGANIZATION, THIS CARE CONTRIBUTES TO VETERANS INC'S SUCCESS IN REDUCING HOMELESSNESS, PROGRAMS AND REFERRALS ARE ALSO AVAILABLE FOR NON-RESIDENT VETERANS. 2225614 113835 THE EMPLOYMENT AND TRAINING PROGRAM HELPS VETERANS OBTAINED AND RETAINS JOB SO THEY CAN STABILIZE THEIR LIVES, VETERANS OBTAIN AND RETAIN JOB SO THEY CAN STABILIZE THEIR LIVES, VETERANS RECEIVE JOB COUNSELING, SUPPORT SERVICES, TRAINING AND JOB PLACEMENT AND RETENTION SERVICES, EMPLOYMENT SPECIALIST CONDUCT ASSESSMENTS OF VETERAN'S NEEDS, ASPIRATIONS, EMPLOYMENT OBJECTIVES, AND SKILLS AND CREATE EMPLOYMENT DEVELOPMENT PLANS WITH SET, ATTAINABLE GOALS, BARRIERS TO EMPLOYMENT AND PRIOR WORK HISTORY ARE EXPLORED, AND A DETERMINATION MADE AS TO WHAT TYPE OF TRAINING IS APPROPRIATE ONSITE AND OFFSITE TRAINING AND EDUCATION ARE PROVIDED BY QUALIFIED INSTRUCTORS, THE PROGRAM TAKES INTO ACCOUNT THAT SUCCESS INTO THE WORKPLACE OFTEN HINGES ON EMPLOYEE'S ABILITY TO SUCCESSFULLY MANAGE OTHER AREAS OF THEIR LIVES, CLIENTS ARE COUNSELED IN LIFE SKILLS, MONEY MANAGEMENT, STRESS MANAGEMENT AND RELATED AREAS, CLIENTS ALSO HAVE ACCESS TO RESUME WRITING, MOCK INTERVIEW TRAINING, DRESS FOR SUCCESS, AND CAREER COUNSELLING SERVICES, VETERANS, INC OFFERS TRANSPORTATION, FURTHER ELIMINATING POTENTIAL OBSTACLES TO JOB SUCCESS, APPROXIMATELY 70% OF VETERANS IN THE PROGRAM, WHO ARE ABLE TO WORK, OBTAIN JOBS. 6141773 VETERANS INC HAS MANY OTHER PROGRAMS INCLUDING THE SUPPORTIVE HOUSING PROGRAM PROVIDES THE BASIC HUMAN NEEDS OF FOOD, CLOTHING AND SHELTER TO HOMELESS VETERANS, IN ADDITION ALL PARTICIPANTS ARE AFFORDED MEDICAL OR SUBSTANCE ABUSE TREATMENT, TRANSPORTATION ASSISTANCE AND OTHER FORMS OF COUNSELING AND SUPPORT SERVICES, THE ORGANIZATION WHICH WILL FURTHER PROMOTE THE MISSION OF VETERANS INC THROUGH THE SPONSORED PROJECT BY EDUCATING AND INCREASING AWARENESS AND ADVOCACY OF DISADVANTAGED POPULATIONS INCLUDING VETERANS. 6141773 20350130 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 245 0 257 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CT NH RI X ALLISON ALAIMO 5087910956 69 GROVE STREET WORCESTER MA 01605 VINCENT PERRONE PRESIDENT & CEO 40.00 X X 262150 0 20115 DENIS M LEARY VP & EXEC. DIRECTOR 40.00 X X 256697 0 20000 GEORGE BOURISK TREASURER 1.00 X X 0 0 0 ROLAND BERCUME SECRETARY 1.00 X X 0 0 0 PATRICK MURPHY DIRECTOR 0.25 X 0 0 0 BARBARA RUGO FOCHT DIRECTOR 0.25 X 0 0 0 VICTORIA VITUCCI DIRECTOR 0.25 X 0 0 0 RALPH D SABATINO DIRECTOR 0.25 X 0 0 0 EDWARD D BURKART JR DIRECTOR 0.25 X 0 0 0 ALLISON ALAIMO VP FIN. DEV. & ADMIN 40.00 X 251947 0 20093 AMANDA HERRON SENIOR DIRECTOR OF ADMIN 40.00 X 153906 0 9500 924700 0 69708 4 0 1 0 HEAVAN SENT HOME CARE LLC 100 TRADECENTER DR WOBURN MA 01801 HOME CARE SERVICES 283486 PERFORMANCE FOODSERVICE LLC ONE PERFORMANCE BLVD SPRINGFIELD MA 01104 FOODSERVICE 261376 PARASKEVI TSOUTSOPLIDES 2 HANCOCK ROAD NEEDHAM MA 024921926 CONSULTANT 177577 RUBICON BUILDERS LLC 800 S MAIN STREET MANSFIELD MA 02048 CONSTRUCTION SERVICES 138537 MEISTER SEELIG & FEIN LLP 383 MAIN AVENUE SUITE 450 NORWALK CT 06851 LEGAL SERVICES 129450 5 69783 14291163 1579678 400700 15940624 INPATIENT CLINIC 624200 7026603 7026603 CLIENT SERVICES 624100 82085 82085 7108688 137075 137075 138202 69783 138202 0 OTHER REVENUES 624100 280125 280125 280125 23466512 7388813 0 137075 1641075 1641075 831976 748778 83198 9391492 9178115 152019 61358 1237151 1204176 25305 7670 912591 881304 24231 7056 107211 107211 21000 21000 1177449 1166691 7429 3329 30448 29964 484 255866 211163 42910 1793 318116 259701 50948 7467 1844367 1836948 7419 349751 335605 2379 11767 7581 7581 472230 444046 28184 22230 16282 5948 PROGRAM SUPPLIES 1260156 1242031 7907 10218 FOOD SERVICES 813114 792897 18573 1644 OTHER 336787 297192 10635 28960 SUPPORT EXPENSES 35581 35581 0 0 21066172 20350130 574780 141262 10132676 11877053 109726 110997 1871811 2307548 29058 23609 200408 193372 17790457 5294075 11104386 12496382 2079 23448065 27011040 1186102 1349468 320969 1226061 4675231 4518875 6182302 7094404 X 16862263 19781636 403500 135000 17265763 19916636 23448065 27011040 X 2400340 12287 238246 X 0 1 X 1 1 1 X 9044354 9690089 14520233 15756479 15940624 64951779 9044354 9690089 14520233 15756479 15940624 64951779 64951779 3544 16585 9062 627 137075 166893 65118672 21956046 0.99740 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 21000 0 0 21000 0 PART II-B, LINE 1: HIRED CONSULTANTS TOOK PART IN GENERAL BRIEFINGS WITH LEGISLATORS INCLUDING BUDGET ADVOCACY AS NEEDED. 772005 772005 15473024 4155235 11317789 1545428 1138840 406588 12496382 X 23617001 12287 138202 150489 23466512 0 23466512 21204373 138202 138202 21066171 1 1 21066172 PART X, LINE 2: THE ORGANIZATION WAS INCORPORATED UNDER THE PROVISIONS OF CHAPTER 180 OF THE GENERAL LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. THE ORGANIZATION HAS BEEN GRANTED A TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C) (3). THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. MANAGEMENT HAS STATED THERE ARE NO EXAMINATIONS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 138,202. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 138,202. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. MILITARY GALA 133662 38599 95063 4000 42234 4610 44218 GOLF TOURNAMENT 66706 31184 35522 6000 6000 8500 3573 2500 8949 1 7617 0 7617 1849 268 5501 207985 69783 138202 6000 6000 12500 47656 7378 58668 138202 0 1 GENERAL HOUSING ASSISTANCE 91 65661 MOVING COSTS 73 53026 RENTAL ASSISTANCE 215 653546 SECURITY DEPOSIT ASSISTANCE 197 265818 UTILITY PAYMENT ASSISTANCE 51 21241 EMERGENCY HOUSING ASSISTANCE 52 134176 TRANSPORTATION 489 102981 CERTIFICATION AND TRAINING 439 113835 LEGAL FEES 24 169400 SUPPORTIVE SERVICES 26 61391 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FOR INDIVIDUALS: WHEN THE SSVF PROGRAM MANAGER APPROVES A REQUEST FOR TEMPORARY FINANCIAL ASSISTANCE, THE FORM AND CLIENT FILE ARE BROUGHT TO THE FINANCE DEPARTMENT FOR APPROVAL. THE TFA COORDINATOR ENSURES THE FOLLOWING: 1. THAT THE CLIENT IS ELIGIBLE 2. THAT A HOUSING STABILITY PLAN IS PROVIDED 3. THAT THE CLIENT IS NOT APPLYING FOR TFA OVER THE RESTRICTIONS ON WHAT CAN BE PROVIDED TO THEM 4. THAT ALL REQUIRED DOCUMENTS HAVE BEEN PROVIDED 5. FOR RENTAL ASSISTANCE AND SECURITY DEPOSITS PAYMENTS, THERE MUST BE A SIGNED LEASE AGREEMENT IN THE CLIENT'S FILE. AFTER DETERMINING THAT THE CLIENT IS ELIGIBLE: 1. THE TFA COORDINATOR WILL MAKE SURE THAT THE SSVF CASE MANAGER AND SSVF PROGRAM MANAGER HAVE FIRST SIGNED THE REQUEST FORM BEFORE HE SIGNS IT. 2. THE TFA COORDINATOR WILL ATTACH A COPY OF AN INVOICE FOR THE BILL BEING PAID, AND A W-9. 3. A COPY OF EACH DOCUMENT (REQUEST FORM, INVOICE, AND W-9) WILL GO BACK INTO THE CLIENT'S FILE. 4. THE BILL WILL BE ENTERED INTO BLACKBAUD FINANCIAL EDGE USING ONLY DOCUMENTS SIGNED, NOT COPIES, TO ENSURE THAT THE BILL ISN'T PAID MORE THAN ONCE. 5. THE BILL WILL ONLY BE PAID TO A THIRD PARTY (EX. RENTAL CO, CAR REPAIR CO, ETC) 6. THE TFA COORDINATOR WILL TAKE THE CHECKS TO GET APPROVED, PRINTED, SIGNED AND MAILED OUT ON THE SAME DAY, IF POSSIBLE. 7. DOCUMENTS WILL BE SAVED AND FILED WITH ALL OTHER BILLS IN THE SSVF SECTION 8. MAKE SURE WHEN ENTERING BILL IN BLACKBAUD FINANCIAL EDGE TO CHECK THE 1099 BOX. VETERANS INC. CONDUCTS CONTINUOUS QUALITY IMPROVEMENT INCORPORATING: 1) REGULAR MEETINGS BETWEEN PROGRAM MANAGER AND EXECUTIVE DIRECTOR TO MONITOR OUTCOMES AND IDENTIFY POTENTIAL ISSUES; 2) WEEKLY SUPERVISION OF STAFF THAT IDENTIFIES PERFORMANCE STRENGTHS AND WEAKNESSES AND MONITORS SERVICES TO CLIENTS; 3) MONTHLY MANAGEMENT ASSESSMENT OF PROGRAM STRENGTHS AND WEAKNESSES, BASED ON PROGRAM OUTCOMES DATA AND CORRECTIVE ACTION PLANS, AS NECESSARY; 4) QUARTERLY REVIEW OF SAMPLE CLIENT RECORDS TO ENSURE SERVICE DELIVERY AND CLIENT RECORD CONTENT COMPLY WITH AGENCY AND PROGRAM POLICIES; 5) ANNUAL REVIEW OF PROGRAM POLICIES AND PROCEDURES; 6) MODIFICATION OF PROGRAM ACTIVITIES BASED UPON EXTERNAL REVIEW BY FUNDING AGENCIES, INCLUDING VA; 7) QUARTERLY REVIEW OF SATISFACTION SURVEYS; AND 8) REVIEW OF COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS BY THE AGENCY'S INDEPENDENT AUDITOR WHO CONDUCTS CIRCULAR A-133 COMPLIANCE AND MONITORING TESTS. RESULTS ARE TRACKED, AND ALL DATA MAINTAINED IN AN ELECTRONIC DATABASE. ONGOING REVIEW OF OUTCOMES IS EVIDENCE-BASED. WE REINFORCE SERVICES THAT RESULT IN SUCCESSFUL OUTCOMES. VETERANS INC. IS ALSO POSITIONED TO PROVIDE IN-HOUSE REFERRALS FOR HOUSING AND SUPPORT THAT ENABLE US TO CLOSELY MONITOR CLIENT OUTCOMES AND PROVIDE AN EXHAUSTIVE SCOPE OF SERVICES. X X X X 0 0 0 0 0 0 0 0 0 VINCENT PERRONE PRESIDENT & CEO 262150 0 0 0 0 0 20115 0 0 0 282265 0 0 0 DENIS M LEARY VP & EXEC. DIRECTOR 256697 0 0 0 0 0 20000 0 0 0 276697 0 0 0 ALLISON ALAIMO VP FIN. DEV. & ADMIN 251947 0 0 0 0 0 20093 0 0 0 272040 0 0 0 AMANDA HERRON SENIOR DIRECTOR OF ADMIN 153906 0 0 0 0 0 9500 0 0 0 163406 0 0 0 VINCENT PERRONE III CHILD OF CEO 55000 WAGES 0 DANIEL ALAIMO BROTHER OF OFFICER 78000 WAGES 0 SAMUEL PERRONE CHILD OF CEO 86000 WAGES 0 X 255424 MANAGEMENT ESTIMATE X 77 19209 COST PER POUND X GIFT CARDS, EVENT TICKETS ETC 169 126067 FMV 0 1 0 AMENDED RETURN TAXPAYER IS AMENDING THIS RETURN AS A RESULT OF ISSUED FINANCIAL STATEMENTS COMPLETED FOLLOWING THE DUE DATE OF THE TAX RETURN. THE TAXPAYER HAS UPDATED REVENUE AND EXPENSES IN ACCORDANCE WITH THE FINANCIAL STATEMENTS AND HAVE ADJUSTED ALL APPLICABLE SCHEDULES AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED WITH THE GOVERNING BODY PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY WITH ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE ANNUALLY REVIEWS THE CEO AND EXECUTIVE DIRECTOR'S SALARIES BASED ON COMPARABILITY INFORMATION AND OTHER FACTORS. A COMPENSATION COMMITTEE ANNUALLY REVIEWS OFFICERS AND KEY EMPLOYEES SALARIES BASED ON COMPARABILITY INFORMATION AND OTHER INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. FORM 990, PART XI, LINE 9: AUDIT ADJUSTMENT FOR REPORTING OF MVI 238,246. US VETERANS INC 69 GROVE STREET WORCESTER MA 01605 VETS SVCS MA VETERANS INC C 1.00000 0 MASSACHUSETTS VETERANS INC 69 GROVE STREET WORCESTER MA 01605 RE HOLDING MA VETERANS INC C 12524 360887 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0