2025-05-15T13:12:34-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-07-01 042300014 HORACE MANN EDUCATIONAL ASSOCIATES INC HORA 5082981100 8 FORGE PARKWAY EAST FRANKLIN MA 02038 KEITH NEAL CFO 5082981100 2025-05-15 1 1 BRENDA L BOOTH P01342395 6178075000 2025-05-15 2023 2025-03-06 01:10:19Z DIANE GOULD 8 FORGE PARKWAY EAST FRANKLIN MA 02038 45241345 0 X WWW.HMEA.ORG X 1961 MA TO TEACH, SUPPORT AND EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO LIVE MEANINGFUL LIVES OF THEIR CHOICE. 17 17 698 120 24850 0 553787 1022500 41737476 43146976 405501 215620 -43757 -67637 42653007 44317459 0 0 0 0 28946277 26578928 56842 82000 735745 12509181 15756088 41512300 42417016 1140707 1900443 30833490 32715798 14483268 14325226 16350222 18390572 X TO TEACH, SUPPORT AND EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO LIVE MEANINGFUL LIVES OF THEIR CHOICE. 0 0 19834944 22965055 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 8712735 11627173 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. 4437265 4706717 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. 3358710 3823181 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. 3358710 3823181 36343654 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 119 0 1 698 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KEITH NEAL 5082981110 8 FORGE PARKWAY EAST FRANKLIN MA 02038 KATIE HAUSER CHAIR 2.00 X X 0 0 0 KATIE GOODE FIRST VICE CHAIR 2.00 X X 0 0 0 MARK O'REILLY DIRECTOR 2.00 X 0 0 0 CARLA CATALDO CLERK 2.00 X X 0 0 0 KRISTINE BIAGIOTTI-BRIDGE DIRECTOR 2.00 X 0 0 0 KEVIN R GOULD DIRECTOR 2.00 X 0 0 0 CHARLENE MCENTEE DIRECTOR 2.00 X 0 0 0 JAYA PANDEY DIRECTOR 2.00 X 0 0 0 MICHAEL J QUINK DIRECTOR 2.00 X 0 0 0 MICHAEL SHERIDAN TREASURER 2.00 X X 0 0 0 DARREN TONG DIRECTOR 2.00 X 0 0 0 PATRICIA VINTER DIRECTOR (UNTIL 5/24) 2.00 X 0 0 0 STEVE WALLACE DIRECTOR 2.00 X 0 0 0 DANIEL WEIR VICE CHAIR 2.00 X X 0 0 0 RON ZULLO DIRECTOR 2.00 X 0 0 0 CHRISTINE HUBBARD CLERK 2.00 X X 0 0 0 JESSICA KEMP CHAIR 2.00 X X 0 0 0 GARY BUBLY DIRECTOR 2.00 X 0 0 0 ALEXANDER FIDALGO DIRECTOR 2.00 X 0 0 0 CHARLENE JACOBS DIRECTOR 2.00 X 0 0 0 RICHARD MARK ROVNER DIRECTOR 2.00 X 0 0 0 DENNIS MILLNER HANLEY ASSISTANT CLEARK 2.00 X X 0 0 0 EDDY FRAZIER DIRECTOR 2.00 X 0 0 0 KAY H HODGE ESQ DIRECTOR 2.00 X 0 0 0 JULE NOACK CEO & PRESIDENT 40.00 X 349628 0 21855 NANCY MCDONALD CFO 40.00 X 155374 0 17956 DIANE GOULD PRESIDENT 2.00 X 0 324733 19730 MICHELE MAYER CLO 40.00 X 165874 0 18147 LUIS JORGE VP 40.00 X 160700 0 13232 MICHELLE DONOHUE SR. VP 40.00 X 125627 0 24838 MELISSA LEWIS VP 40.00 X 179002 0 17000 COURTNEY TANSKI VP 40.00 X 127708 0 1300 1263913 324733 134058 13 0 1 0 DIVINE COMMUNITY RESOURCES INC 300 W MAIN ST C2 NORTHBOROUGH MA 015322132 STAFFING 490733 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 STAFFING 439142 GLICKMAN KOVAGO & JACOBS CONSTRUCTION LL 1 MERCANTILE STREET WORCESTER MA 01608 CONSTRUCTION 246650 DELTA-T GROUP MASSACHUSETTS INC PO BOX 884 BRYN MAWR PA 19010 STAFFING 141537 ARBOR ASSOCIATES 225 TURNPIKE RD SUITE 201 SOUTHBOROUGH MA 01772 STAFFING 121678 5 112581 315980 593939 593939 1022500 CONTRACT REVENUE 900099 29719159 29719159 MEDICAID PAYMENTS 900099 7221381 7221381 LOCAL GOVERNMENT REV. 900099 2775428 2775428 CLIENT RESOURCES 623990 1783842 1783842 THIRD PARTY REVENUE 900099 1632440 1607590 24850 14726 14726 43146976 300984 300984 729895 651291 163968 78604 -163968 -85364 -85364 40990 112581 108627 -67637 -67637 44317459 43122126 24850 147983 266830 16830 250000 22183477 21828825 247188 107464 170653 182369 -13278 1562 1930500 1839183 90994 323 2027468 1940700 76989 9779 43546 43546 84000 84000 82000 82000 22329 22329 2031901 1205764 757250 68887 36649 1277 35372 1056349 287149 703353 65847 3642086 3180262 405152 56672 929366 912493 16665 208 33156 26852 2897 3407 93367 93367 2565059 2350422 214637 733663 629267 76297 28099 63672 2664 60933 75 CLIENT STIPENDS 3748068 3741215 6853 FOOD 337787 327315 8814 1658 SUPPLIES 183100 95624 3116 84360 OTHER EXPENSES 78479 6357 72122 73511 26141 43456 3914 42417016 36343654 5337617 735745 7462068 6764113 3453085 5410388 394437 671465 20524871 10596904 9366021 9927967 2758869 3039796 1261487 1451161 6137523 5450908 30833490 32715798 3103934 3798418 1038862 385406 2610626 2309303 0 167687 7729846 7664412 14483268 14325226 X 15989884 18088614 360338 301958 16350222 18390572 30833490 32715798 1900443 139907 0 X 0 1 X 1 0 X 581265 1372245 2477478 553787 1022500 6007275 38111155 34453528 39001843 41353028 43122126 196041680 38692420 35825773 41479321 41906815 44144626 202048955 0 0 0 202048955 107290 91665 116216 146799 300984 762954 107290 91665 116216 146799 300984 762954 348281 439013 495928 405956 24850 1714028 14384 42331 13888 40990 111593 39162375 36356451 42133796 42473458 44511450 204637530 0.98740 0.98680 0.00370 0.00270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 14,384. 2021 AMOUNT: $ 42,331. 2022 AMOUNT: $ 13,888. 2023 AMOUNT: $ 40,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18605 18605 18605 18605 18605 18605 18605 18605 18605 18605 1.00000 0 0 2959890 2959890 6227280 3178305 3048975 6897047 4705943 2191104 2256933 1626293 630640 2183721 1086363 1097358 9927967 DEPOSITS 202806 RIGHT OF USE ASSET 5248102 5450908 457 PLAN LIABILITIES 1451161 LEASE LIABILITY 6213251 7664412 X 44543664 139907 108627 248534 44295130 22329 22329 44317459 42503314 108627 108627 42394687 22329 22329 42417016 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. X X X 1 JOAN MIKALAUSKAS 86 OLD POST ROAD EAST WALPOLE MA 02032 SOLICITATION OF GRANTS 0 205870 82000 123870 205870 82000 123870 MA RI HARC SUPERHERO 5K 80619 80619 13263 224 31373 HMEA INCREDABLE DAY 21810 21810 11399 6601 3 51142 10152 40990 27544 6426 11797 153571 112581 40990 52206 6650 49771 108627 -67637 X X X X X 1 1 0 0 0 0 0 1 0 JULE NOACK CEO & PRESIDENT 283279 0 36000 0 30349 0 21855 0 0 0 371483 0 0 0 DIANE GOULD PRESIDENT 0 303989 0 0 0 20744 0 0 0 19730 0 344463 0 0 MELISSA LEWIS VP 130487 0 39050 0 9465 0 9103 0 7897 0 196002 0 0 0 MICHELE MAYER CLO 119075 0 30025 0 16774 0 15035 0 3112 0 184021 0 0 0 LUIS JORGE VP 98553 0 50439 0 11708 0 10526 0 2706 0 173932 0 0 0 NANCY MCDONALD CFO 106540 0 30050 0 18784 0 17956 0 0 0 173330 0 0 0 MICHELLE DONOHUE SR. VP 83000 0 30075 0 12552 0 12455 0 12383 0 150465 0 0 0 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 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012A 043431814 2012-05-18 4792000 CONSTRUCTION OF NEW FACILITY, ACQUISITION OF LAND AND REFINANCE OF DEBT 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012B 043431814 2012-05-18 1778000 CONSTRUCTION OF NEW FACILITY, ACQUISITION OF LAND AND REFINANCE OF DEBT 0 0 0 A 4792000 95561 4680707 15732 2012 0 0 1 1 B 1778000 35456 1736706 5838 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 FIDELITY CO-OPERATIVE 20.000000000000 0 0 0 0 1 B 0 0 1 0 1 1 FIDELITY CO-OPERATIVE 20.000000000000 0 0 0 0 1 A 1 B 1 X 1 593939 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. 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 N/A 0 FCP INC 360 MERRIMACK STREET BLDG 9 SUITE 3 LAWRENCE MA 01843 042867023 COUNSELING, SUPPORT MA 501(C)(3) LINE 10 ADVOCATES INC 0 BHMS INVESTMENT CORP 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0