HORACE MANN EDUCATIONAL ASSOCIATES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HORACE MANN EDUCATIONAL ASSOCIATES INC (EIN 04-2300014)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202501359349309660
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T13:12:34-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042300014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORACE MANN EDUCATIONAL ASSOCIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORA | BusinessNameControlTxt |
| Phone | 5082981100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 FORGE PARKWAY EAST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH NEAL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5082981100 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANE GOULD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 FORGE PARKWAY EAST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,241,345 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HMEA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO TEACH, SUPPORT AND EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO LIVE MEANINGFUL LIVES OF THEIR CHOICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 698 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $24,850 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $553,787 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,022,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,737,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,146,976 | CYProgramServiceRevenueAmt |
| PY Investment Income | $405,501 | PYInvestmentIncomeAmt |
| CY Investment Income | $215,620 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$43,757 | PYOtherRevenueAmt |
| CY Other Revenue | -$67,637 | CYOtherRevenueAmt |
| PY Total Revenue | $42,653,007 | PYTotalRevenueAmt |
| CY Total Revenue | $44,317,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,946,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,578,928 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $56,842 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $82,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $735,745 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,509,181 | PYOtherExpensesAmt |
| CY Other Expenses | $15,756,088 | CYOtherExpensesAmt |
| PY Total Expenses | $41,512,300 | PYTotalExpensesAmt |
| CY Total Expenses | $42,417,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,140,707 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,900,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,833,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,715,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,483,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,325,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,350,222 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,390,572 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO TEACH, SUPPORT AND EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO LIVE MEANINGFUL LIVES OF THEIR CHOICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,834,944 | ExpenseAmt |
| Revenue | $22,965,055 | RevenueAmt |
| Desc | RESIDENTIAL SUPPORTSHMEA PROVIDES A VARIETY OF RESIDENTIAL OPTIONS WHICH ENABLE A PERSON TO LIVE IN AND BECOME PART OF THEIR COMMUNITY. INDIVIDUALS MAY CHOOSE WITH WHOM AND WHERE THEY WOULD LIKE TO LIVE. THE FOCUS IS ON INDIVIDUALLY DESIGNED SERVICES AND SUPPORT THAT PROVIDE BALANCE BETWEEN A SOCIAL LIFE, SKILL ACQUISITION AND PHYSICAL HEALTH. RESIDENTIAL OPTIONS INCLUDE: - SHARED LIVING- SUPPORTED LIVING- ROOMMATE MATCHING- 24/7 GROUP HOME SUPPORT | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,712,735 | ExpenseAmt |
| Revenue | $11,627,173 | RevenueAmt |
| Desc | DAY SUPPORTSHMEA PROVIDES A VARIETY OF EMPLOYMENT AND DAY HABILITATION PROGRAMS TO INDIVIDUALS OVER THE AGE OF 22 WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. THE GOAL OF THESE PROGRAMS IS TO PROVIDE PRODUCTIVE AND INCLUSIVE OPPORTUNITIES THAT MATCH EACH INDIVIDUAL'S NEEDS AND ABILITIES. EMPLOYMENT PROGRAMS OFFER INDIVIDUALIZED SERVICES AND SUPPORT THAT RECOGNIZE VOCATIONAL INTERESTS, SOCIAL DEVELOPMENT AND LEARNING STYLES. SERVICES INCLUDE ASSESSMENT, JOB IDENTIFICATION, JOB COACHING, TRANSITIONAL SERVICES FOR SCHOOL TO WORK PROGRAMS AND EVALUATION. DAY HABILITATION PROGRAMS SERVE THOSE INDIVIDUALS WHO DO NOT HAVE A DESIRE TO WORK OR HAVE MORE INTENSIVE MEDICAL NEEDS THAT PROHIBIT EMPLOYMENT. THESE PROGRAMS FOCUS ON PROVIDING COMMUNITY-BASED VOLUNTEER OPPORTUNITIES; AS WELL AS SOCIAL AND RECREATIONAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,437,265 | ExpenseAmt |
| Revenue | $4,706,717 | RevenueAmt |
| Desc | CHILDREN'S SERVICESTHE CHILDREN'S SERVICES DIVISION INSURES THAT CHILDREN WITH DEVELOPMENTAL/INTELLECTUAL DISABILITIES ARE SUPPORTED WITHIN THEIR FAMILY AND COMMUNITY BY PROVIDING EDUCATION, CONSULTATION AND INFORMATION THAT MEETS THE UNIQUE NEEDS OF EACH CHILD AND FAMILY. THE PROGRAM ALSO PROVIDES SUPPORT THROUGH EARLY INTERVENTION FOR CHILDREN WITH AUTISM; IN-SCHOOL OR IN-HOME SUPPORTS FOR CHILDREN WITH AUTISM OR PDD AND PARENT TRAINING. THE DARNELL SCHOOL PROVIDES INTENSIVE EDUCATIONAL SERVICES TO CHILDREN AGES 9-22 YEARS WITH AN AUTISM SPECTRUM DISORDER, DEVELOPMENTAL DISABILITY AND/OR BEHAVIORAL CHALLENGES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,358,710 | ExpenseAmt |
| Revenue | $3,823,181 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES THAT HMEA PROVIDES INCLUDE FAMILY SUPPORT SERVICES AND TECHACCESS- ASSISTIVE TECHNOLOGY SERVICES. FAMILY SUPPORT SERVICES PROVIDES FAMILIES CARING FOR THEIR LOVED ONES WITH DISABILITIES, CHOICES THAT ALLOW THEM TO REMAIN IN THE COMFORT OF THEIR HOME AND FAMILIAR NEIGHBORHOOD. THIS PROGRAM ENCOURAGES THE USE OF LOCAL COMMUNITY RESOURCES TO MEET THE NEEDS OF A CHILD WITH A DISABILITY AND THE NEEDS OF THEIR FAMILY MEMBERS. TECHACCESS ASSISTIVE TECHNOLOGY SERVICES PROMOTES AND SUPPORTS EFFECTIVE ACCESS TO AND APPLICATION OF TECHNOLOGIES, WHICH ASSIST INDIVIDUALS WITH DISABILITIES TO ATTAIN MAXIMUM INDEPENDENCE, INTEGRATION AND PRODUCTIVITY IN ALL ASPECTS OF LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,358,710 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,823,181 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $36,343,654 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 119 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 698 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH NEAL | PersonNm |
| Phone | 5082981110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 FORGE PARKWAY EAST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATIE HAUSER | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATIE GOODE | |||||||
| FIRST VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK O'REILLY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA CATALDO | |||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTINE BIAGIOTTI-BRIDGE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R GOULD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE MCENTEE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAYA PANDEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J QUINK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHERIDAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DARREN TONG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA VINTER | |||||||
| DIRECTOR (UNTIL 5/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WALLACE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL WEIR | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON ZULLO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE HUBBARD | |||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA KEMP | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY BUBLY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER FIDALGO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE JACOBS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MARK ROVNER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS MILLNER HANLEY | |||||||
| ASSISTANT CLEARK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDDY FRAZIER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY H HODGE ESQ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULE NOACK | |||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $349,628 | $0 | $21,855 | ||
| NANCY MCDONALD | |||||||
| CFO | 40.00 | Yes (X) | $155,374 | $0 | $17,956 | ||
| DIANE GOULD | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $324,733 | $19,730 | ||
| MICHELE MAYER | |||||||
| CLO | 40.00 | $165,874 | $0 | $18,147 | Yes (X) | ||
| LUIS JORGE | |||||||
| VP | 40.00 | $160,700 | $0 | $13,232 | Yes (X) | ||
| MICHELLE DONOHUE | |||||||
| SR. VP | 40.00 | $125,627 | $0 | $24,838 | Yes (X) | ||
| MELISSA LEWIS | |||||||
| VP | 40.00 | $179,002 | $0 | $17,000 | Yes (X) | ||
| COURTNEY TANSKI | |||||||
| VP | 40.00 | $127,708 | $0 | $1,300 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,263,913 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $324,733 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIVINE COMMUNITY RESOURCES INC | |||||
| 300 W MAIN ST C2 | NORTHBOROUGH | MA | 015322132 | STAFFING | $490,733 |
| ROBERT HALF | |||||
| 12400 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | STAFFING | $439,142 |
| GLICKMAN KOVAGO & JACOBS CONSTRUCTION LL | |||||
| 1 MERCANTILE STREET | WORCESTER | MA | 01608 | CONSTRUCTION | $246,650 |
| DELTA-T GROUP MASSACHUSETTS INC | |||||
| PO BOX 884 | BRYN MAWR | PA | 19010 | STAFFING | $141,537 |
| ARBOR ASSOCIATES | |||||
| 225 TURNPIKE RD SUITE 201 | SOUTHBOROUGH | MA | 01772 | STAFFING | $121,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $112,581 | FundraisingAmt |
| Government Grants | $315,980 | GovernmentGrantsAmt |
| All Other Contributions | $593,939 | AllOtherContributionsAmt |
| Noncash Contributions | $593,939 | NoncashContributionsAmt |
| Total Contributions | $1,022,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT REVENUE | 900099 | $29,719,159 | $29,719,159 | |
| MEDICAID PAYMENTS | 900099 | $7,221,381 | $7,221,381 | |
| LOCAL GOVERNMENT REV. | 900099 | $2,775,428 | $2,775,428 | |
| CLIENT RESOURCES | 623990 | $1,783,842 | $1,783,842 | |
| THIRD PARTY REVENUE | 900099 | $1,632,440 | $1,607,590 | $24,850 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,726 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,726 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,146,976 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,984 | TotalRevenueColumnAmt |
| Exclusion | $300,984 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $729,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $651,291 | SecuritiesAmt |
| Other | $163,968 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,604 | SecuritiesAmt |
| Other | -$163,968 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,364 | TotalRevenueColumnAmt |
| Exclusion | -$85,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,990 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $112,581 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $108,627 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,637 | TotalRevenueColumnAmt |
| Exclusion | -$67,637 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,317,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,122,126 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,850 | UnrelatedBusinessRevenueAmt |
| Exclusion | $147,983 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,830 | TotalAmt |
| Program Services | $16,830 | ProgramServicesAmt |
| Management And General | $250,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,183,477 | TotalAmt |
| Program Services | $21,828,825 | ProgramServicesAmt |
| Management And General | $247,188 | ManagementAndGeneralAmt |
| Fundraising | $107,464 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,653 | TotalAmt |
| Program Services | $182,369 | ProgramServicesAmt |
| Management And General | -$13,278 | ManagementAndGeneralAmt |
| Fundraising | $1,562 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,500 | TotalAmt |
| Program Services | $1,839,183 | ProgramServicesAmt |
| Management And General | $90,994 | ManagementAndGeneralAmt |
| Fundraising | $323 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,027,468 | TotalAmt |
| Program Services | $1,940,700 | ProgramServicesAmt |
| Management And General | $76,989 | ManagementAndGeneralAmt |
| Fundraising | $9,779 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,546 | TotalAmt |
| Management And General | $43,546 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,000 | TotalAmt |
| Management And General | $84,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,000 | TotalAmt |
| Fundraising | $82,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,329 | TotalAmt |
| Management And General | $22,329 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031,901 | TotalAmt |
| Program Services | $1,205,764 | ProgramServicesAmt |
| Management And General | $757,250 | ManagementAndGeneralAmt |
| Fundraising | $68,887 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,649 | TotalAmt |
| Program Services | $1,277 | ProgramServicesAmt |
| Management And General | $35,372 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,349 | TotalAmt |
| Program Services | $287,149 | ProgramServicesAmt |
| Management And General | $703,353 | ManagementAndGeneralAmt |
| Fundraising | $65,847 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,642,086 | TotalAmt |
| Program Services | $3,180,262 | ProgramServicesAmt |
| Management And General | $405,152 | ManagementAndGeneralAmt |
| Fundraising | $56,672 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,366 | TotalAmt |
| Program Services | $912,493 | ProgramServicesAmt |
| Management And General | $16,665 | ManagementAndGeneralAmt |
| Fundraising | $208 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,156 | TotalAmt |
| Program Services | $26,852 | ProgramServicesAmt |
| Management And General | $2,897 | ManagementAndGeneralAmt |
| Fundraising | $3,407 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,367 | TotalAmt |
| Program Services | $93,367 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,565,059 | TotalAmt |
| Management And General | $2,350,422 | ManagementAndGeneralAmt |
| Fundraising | $214,637 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,663 | TotalAmt |
| Program Services | $629,267 | ProgramServicesAmt |
| Management And General | $76,297 | ManagementAndGeneralAmt |
| Fundraising | $28,099 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,672 | TotalAmt |
| Program Services | $2,664 | ProgramServicesAmt |
| Management And General | $60,933 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CLIENT STIPENDS | $3,748,068 | $3,741,215 | $6,853 | |
| FOOD | $337,787 | $327,315 | $1,658 | $8,814 |
| SUPPLIES | $183,100 | $95,624 | $84,360 | $3,116 |
| OTHER EXPENSES | $78,479 | $6,357 | $72,122 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,511 | TotalAmt |
| Program Services | $26,141 | ProgramServicesAmt |
| Management And General | $43,456 | ManagementAndGeneralAmt |
| Fundraising | $3,914 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,417,016 | TotalAmt |
| Program Services | $36,343,654 | ProgramServicesAmt |
| Management And General | $5,337,617 | ManagementAndGeneralAmt |
| Fundraising | $735,745 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,462,068 | BOYAmt |
| EOY | $6,764,113 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,453,085 | BOYAmt |
| EOY | $5,410,388 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,437 | BOYAmt |
| EOY | $671,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,524,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,596,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,366,021 | BOYAmt |
| EOY | $9,927,967 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,758,869 | BOYAmt |
| EOY | $3,039,796 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,487 | BOYAmt |
| EOY | $1,451,161 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,137,523 | BOYAmt |
| EOY | $5,450,908 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,833,490 | BOYAmt |
| EOY | $32,715,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,103,934 | BOYAmt |
| EOY | $3,798,418 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,862 | BOYAmt |
| EOY | $385,406 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,610,626 | BOYAmt |
| EOY | $2,309,303 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $167,687 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,729,846 | BOYAmt |
| EOY | $7,664,412 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,483,268 | BOYAmt |
| EOY | $14,325,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,989,884 | BOYAmt |
| EOY | $18,088,614 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,338 | BOYAmt |
| EOY | $301,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,350,222 | BOYAmt |
| EOY | $18,390,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,833,490 | BOYAmt |
| EOY | $32,715,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,900,443 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $139,907 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $581,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,372,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,477,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,022,500 | CurrentTaxYearAmt |
| Total | $6,007,275 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,111,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,453,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,001,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,353,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,122,126 | CurrentTaxYearAmt |
| Total | $196,041,680 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,692,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,825,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,479,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,906,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,144,626 | CurrentTaxYearAmt |
| Total | $202,048,955 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $202,048,955 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,984 | CurrentTaxYearAmt |
| Total | $762,954 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,984 | CurrentTaxYearAmt |
| Total | $762,954 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $348,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,850 | CurrentTaxYearAmt |
| Total | $1,714,028 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $42,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,990 | CurrentTaxYearAmt |
| Total | $111,593 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,162,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,356,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,133,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,473,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,511,450 | CurrentTaxYearAmt |
| Total | $204,637,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98680 | PublicSupportPY509Pct |
| Investment Income CY | 0.00370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00270 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2019 AMOUNT: $ 14,384. 2021 AMOUNT: $ 42,331. 2022 AMOUNT: $ 13,888. 2023 AMOUNT: $ 40,990. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,605 | BeginningYearBalanceAmt |
| End Year Balance | $18,605 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,605 | BeginningYearBalanceAmt |
| End Year Balance | $18,605 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,605 | BeginningYearBalanceAmt |
| End Year Balance | $18,605 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,605 | BeginningYearBalanceAmt |
| End Year Balance | $18,605 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,605 | BeginningYearBalanceAmt |
| End Year Balance | $18,605 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,959,890 | OtherCostOrOtherBasisAmt |
| Book Value | $2,959,890 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,227,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,178,305 | DepreciationAmt |
| Book Value | $3,048,975 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,897,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,705,943 | DepreciationAmt |
| Book Value | $2,191,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,256,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,626,293 | DepreciationAmt |
| Book Value | $630,640 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,183,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,086,363 | DepreciationAmt |
| Book Value | $1,097,358 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,927,967 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $202,806 |
| RIGHT OF USE ASSET | $5,248,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,450,908 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 PLAN LIABILITIES | $1,451,161 |
| LEASE LIABILITY | $6,213,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,664,412 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,543,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $139,907 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $108,627 | OtherRevenueAmt |
| Revenue Not Reported | $248,534 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,295,130 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,329 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,329 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,317,459 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,503,314 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $108,627 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $108,627 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,394,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,329 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,329 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,417,016 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | HMEA ENDOWMENT CONSISTS OF ONE INDIVIDUAL FUND. THE BOARD OF DIRECTORS HAS NOT IDENTIFIED AN INTENDED USE FOR THESE FUNDS. |
| 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. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR 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: | SPECIAL EVENT EXPENSE 108,627. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 108,627. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN MIKALAUSKAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 OLD POST ROAD | AddressLine1Txt |
| City | EAST WALPOLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SOLICITATION OF GRANTS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $205,870 | GrossReceiptsAmt |
| Retained By Contractor | $82,000 | RetainedByContractorAmt |
| Net To Organization | $123,870 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $205,870 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $82,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $123,870 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARC SUPERHERO 5K | Event1Nm |
| Gross Receipts Event1 | $80,619 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,619 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $13,263 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $224 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $31,373 | OtherDirectExpensesEvent1Amt |
| Event2 | HMEA INCREDABLE DAY | Event2Nm |
| Gross Receipts Event2 | $21,810 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,810 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $11,399 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $6,601 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $51,142 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,152 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,990 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $27,544 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,426 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,797 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $153,571 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $112,581 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,990 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $52,206 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,650 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,771 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $108,627 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$67,637 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULE NOACK | ||||||||||||||
| CEO & PRESIDENT | $283,279 | $0 | $36,000 | $0 | $30,349 | $0 | $21,855 | $0 | $0 | $0 | $371,483 | $0 | $0 | $0 |
| DIANE GOULD | ||||||||||||||
| PRESIDENT | $0 | $303,989 | $0 | $0 | $0 | $20,744 | $0 | $0 | $0 | $19,730 | $0 | $344,463 | $0 | $0 |
| MELISSA LEWIS | ||||||||||||||
| VP | $130,487 | $0 | $39,050 | $0 | $9,465 | $0 | $9,103 | $0 | $7,897 | $0 | $196,002 | $0 | $0 | $0 |
| MICHELE MAYER | ||||||||||||||
| CLO | $119,075 | $0 | $30,025 | $0 | $16,774 | $0 | $15,035 | $0 | $3,112 | $0 | $184,021 | $0 | $0 | $0 |
| LUIS JORGE | ||||||||||||||
| VP | $98,553 | $0 | $50,439 | $0 | $11,708 | $0 | $10,526 | $0 | $2,706 | $0 | $173,932 | $0 | $0 | $0 |
| NANCY MCDONALD | ||||||||||||||
| CFO | $106,540 | $0 | $30,050 | $0 | $18,784 | $0 | $17,956 | $0 | $0 | $0 | $173,330 | $0 | $0 | $0 |
| MICHELLE DONOHUE | ||||||||||||||
| SR. VP | $83,000 | $0 | $30,075 | $0 | $12,552 | $0 | $12,455 | $0 | $12,383 | $0 | $150,465 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | THE ORGANIZATION MAINTAINS A NON-QUALIFIED RETIREMENT PLAN UNDER SECTION 457(F) FOR CERTAIN MANAGEMENT EMPLOYEES. THE PLAN IS FUNDED THROUGH BOTH EMPLOYEE AND EMPLOYER CONTRIBUTIONS. THE ASSETS OF THE 457(F) PLAN ARE INVESTED IN A COMBINATION OF FIXED RATE ANNUITY INVESTMENT ACCOUNTS AND MUTUAL FUNDS IN THE ORGANIZATION'S NAME WITH THE PLAN'S TRUSTEE. THESE ASSETS ARE INCLUDED IN INVESTMENTS AND OTHER LONG-TERM LIABILITIES ON THE STATEMENTS OF FINANCIAL POSITION. JULIE NOACK RECEIVED A SEVERANCE PAYMENT OF $XX,XXX IN CALENDAR 2023. |
| PART I, LINE 7 | NEED STATEMENT |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012A | |||||||
| A | 043431814 | 2012-05-18 | $4,792,000 | CONSTRUCTION OF NEW FACILITY, ACQUISITION OF LAND AND REFINANCE OF DEBT | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012B | |||||||
| B | 043431814 | 2012-05-18 | $1,778,000 | CONSTRUCTION OF NEW FACILITY, ACQUISITION OF LAND AND REFINANCE OF DEBT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $4,792,000 | $95,561 | $4,680,707 | $15,732 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,778,000 | $35,456 | $1,736,706 | $5,838 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | CO-OPERATIVE | 20.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| FIDELITY | |||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | CO-OPERATIVE | 20.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $593,939 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM USING SCHEDULES PREPARED BY THE ASSOCIATE CONTROLLER AT HMEA. THE FORM 990 IS REVIEWED BY THE CFO AND FINANCE COMMITTEE. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS. AFTER THE BOARD'S APPROVAL, THE FORM 990 IS SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT IT TO THE CEO. THE CEO THEN BRINGS THE COMPLETED QUESTIONNAIRES TO THE GREATER BOARD SO THEY CAN DETERMINE IF A CONFLICT EXISTS. BOARD MEMBERS ARE ALSO REQUIRED TO DISCLOSE A COI WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION DURING THE YEAR. INDIVIDUALS WITH CONFLICTS ARE BARRED FROM VOTING OR PARTICIPATING IN CONFLICTING MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE SHALL SET THE COMPENSATION FOR THE EXECUTIVES ON AN ANNUAL BASIS. COMPENSATION AMOUNTS ARE RECOMMENDED BY THE EXECUTIVE COMMITTEE TO THE BOARD FOR BOARD APPROVAL AND ARE THOROUGHLY DOCUMENTED AT THE TIME COMPENSATION DECISIONS ARE MADE AND VOTED ON. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MA AND ON THE GUIDESTAR WEBSITE AT WWW.GUIDESTAR.ORG. HMEA ALSO MAKES ITS FORM 990, FORM 1023, FORM 990T, ARTICLES OF INCORPORATION AND BY-LAWS AVAILABLE TO THE PUBLIC UPON REQUEST. HMEA DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES PROPERTIES INC | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 222473987 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| ADVOCATES CO-OPS CORPORATION | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 043541791 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| GREAT ROAD PROPERTIES | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 043269615 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| ADVOCATES NATICK VILLAGE CORPORATION | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 043418316 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| ADVOCATESALLIANCE VERNON ST CORPORATION | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 331132409 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| ALTERNATIVE HOME INC | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 042572143 | PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. | MA | 501(C)(3) | LINE 7 | ADVOCATES INC | 0 | |
| BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 043185166 | PROVIDES BEHAVIORAL HEALTH SERVICES. | MA | 501(C)(4) | ADVOCATES INC | 0 | ||
| ADVOCATES INC | |||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 237451423 | PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. | MA | 501(C)(3) | LINE 7 | 0 | N/A | |
| FCP INC | |||||||||||
| 360 MERRIMACK STREET BLDG 9 SUITE 3 | LAWRENCE | MA | 01843 | 042867023 | COUNSELING, SUPPORT | MA | 501(C)(3) | LINE 10 | ADVOCATES INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHMS INVESTMENT CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1881 WORCESTER ROAD | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043232477 | EIN |
| Primary Activities | PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHAVIORAL HEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |