2025-04-29T07:28:42-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-07-01 043566243 ASCENTRIA COMMUNITY SERVICES INC ASCE 7742433900 11 SHATTUCK STREET WORCESTER MA 01605 ANGELA BOVILL PRESIDENT & CEO 7742433900 2025-04-25 1 0 DANIELLE NIHILL P01350943 7819821001 2025-04-21 2023 2025-03-06 01:10:19Z ANGELA BOVILL 11 SHATTUCK STREET WORCESTER MA 01605 42106889 0 6011 X WWW.ASCENTRIA.ORG X 2001 MA WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 7 6 680 365 0 0 3234092 2699669 34780440 38087568 3001 33751 1688245 1285901 39705778 42106889 404994 468457 0 0 20286420 20314966 0 0 0 16766624 19180134 37458038 39963557 2247740 2143332 25783487 14269678 13034036 8572686 12749451 5696992 X WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. 0 0 10903379 12359442 CHILDREN AND FAMILY SERVICES - ACS OFFERS A CONTINUUM OF COMMUNITY-BASED PROGRAMS FOR FAMILIES, CHILDREN AND TEENS AT RISK THAT PROVIDE SAFE RESIDENTIAL ENVIRONMENTS AND PROVIDE SERVICES THAT BUILD AND SUPPORT STRONG AND NURTURING FAMILIES. OUR FULL SERVICES INCLUDE ADOPTION HELP TO UNITE CHILDREN DOMESTICALLY WITH PERMANENT FAMILIES, INTENSIVE FOSTER CARE, FOSTERCARE FOR REFUGEE AND MIGRANT CHILDREN AS WELL AND TEEN PARENTING RESIDENTIAL SUPPORT PROGRAMS. 13208393 14972271 DISABILITY SERVICES - ACS ENCOURAGES PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE LIFE ON THEIR OWN TERMS. WE WORK CLOSELY WITH EACH INDIVIDUAL, FAMILY AND STATE DEPARTMENTS, TO DEVELOP A SYSTEM OF SUPPORTS TO ASSIST PERSONS TOWARDS GREATER INDEPENDENCE, WORK OPPORTUNITIES AND PARTICIPATION IN COMMUNITY ACTIVITIES. 10623122 468457 12041756 SERVICES FOR NEW AMERICANS - TO EFFECTIVELY FACILITATE THE ECONOMIC AND SOCIAL INTEGRATION OF REFUGEES AND IMMIGRANTS INTO AMERICAN SOCIETY, WE ARE COMMITTED TO PROVIDING THE HIGHEST QUALITY SERVICES THROUGHOUT THE RESETTLEMENT PERIOD, TO FOSTERING THE SELF-SUFFICIENCY OF REFUGEE AND IMMIGRANT FAMILIES. VEHICLE DONATION PROGRAM - GOOD NEWS GARAGE CREATES ECONOMIC OPPORTUNITY BY PROVIDING AFFORDABLE AND RELIABLE TRANSPORTATION OPTIONS FOR PEOPLE IN NEED. GOOD NEWS GARAGE REPAIRS AS MANY DONATED CARS AS POSSIBLE IN ORDER TO PROVIDE THEM TO LOW-INCOME INDIVIDUALS WHO NEED TRANSPORTATION TO GAIN ACCESS TO EMPLOYMENT, SHOPPING, SCHOOL AND MEDICAL FACILITIES. TRANSPORTATION SERVICES - GOOD NEWS GARAGE TRANSPORTATION IS A DEMAND RESPONSE TRANSPORTATION PROGRAM THAT PROVIDES RIDES TO QUALIFIED LOW-INCOME RESIDENTS IN VERMONT AND MASSACHUSETTS. DRIVERS AND VANS ARE STATIONED THROUGHOUT THE STATE OF VERMONT AND IN WORCESTER, MA TO PROVIDE TRANSPORTATION FOR WORK, JOB TRAINING, CHILDCARE OR OTHER STATE SERVICES. ELIGIBLE FAMILIES USE UTILIZE THIS PROGRAM AS TRANSITIONAL TRANSPORTATION FOR A LIMITED TIME. 34734894 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 873 0 1 680 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 7 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA ME NH VT X ANGELA BOVILL 7742433900 11 SHATTUCK STREET WORCESTER MA 01605 ANGELA BOVILL PRESIDENT & CEO 2.00 38.00 X X 0 367022 42491 KEITH ROBERTSON DIRECTOR 0.50 5.00 X 0 0 0 WILLIAM MAYO DIRECTOR/PAST PRESIDENT 0.50 5.00 X 0 0 0 FREDERICK JENOURE CHAIR 0.50 5.00 X X 0 0 0 THE REV ROSS GOODMAN VICE CHAIR 0.50 5.00 X X 0 0 0 ASHISH COWLAGI SECRETARY 0.50 5.00 X X 0 0 0 ALEXANDER BARTHOLOMEW FINANCIAL SECRETARY 0.50 5.00 X X 0 0 0 KRISTINE HANSCOM EXECUTIVE VP/CFO/COO 2.00 38.00 X 0 79534 2717 MICHELLE BETTIGOLE CHIEF SENIOR CARE OFF. (THRU 10/23) 2.50 37.50 X 0 194978 32426 JEANETTE WADE CFO/COO (THRU 10/23) 2.00 38.00 X 0 153182 9206 AIMEE MITCHELL CHIEF COMMUNITY SERV. (THRU 10/23) 28.00 12.00 X 0 157382 25264 NICHOLAS RUSSO TREASURER 2.00 38.00 X 0 139205 3236 TARA BROWNE CLERK/EXECUTIVE ASSISTANT 2.00 38.00 X 0 70588 11264 NICHOLAS SOUSA ASST. CLERK/EXECUTIVE ASSI 2.00 38.00 X 0 52604 8412 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCE 2.00 38.00 X 0 188618 7264 ANN DANCY VP OF LANGUAGE BANK 40.00 0.00 X 123722 0 16922 STEPHANIE MCCARTHY VP OF YOUTH & FAMILY SERV 40.00 0.00 X 107669 0 25191 231391 1403113 184393 2 0 1 0 LANGUAGE LINE SERVICES PO BOX 202564 DALLAS TX 75320 INTERPRETER 231874 KNEELAND GRIBOUSKI AND MOORADIAN PO BOX 2917 WORCESTER MA 01613 LAWYER 152230 2 106952 2592717 2424653 2699669 PROGRAM SERVICE REVENUE 624100 38087568 38087568 38087568 33751 33751 REIMBURSEMENT EXPENSES INCOME 624100 1140883 1140883 OTHER INCOME 624100 145018 145018 1285901 42106889 39373469 0 33751 468457 468457 16676281 16676281 49020 49020 2306632 2306632 1283033 1283033 5079254 5079254 75324 75324 74085 74085 1409259 1409259 208846 208846 395560 395560 378720 378720 1294632 1294632 554560 554560 55326 55326 27963 27963 211526 211526 324153 324153 PROGRAM EXPENSES 6949261 6949261 VEHICLES 1212048 1212048 REPAIR & MAINTENANCE 492954 492954 CORPORATE MARKETING SER 307013 307013 129650 129650 39963557 34734894 5228663 0 1346497 231443 0 2758751 7932484 6929981 183815 199592 123912 85256 2781518 1918364 731649 863154 15465130 3201501 25783487 14269678 2865238 2761044 4514524 4188782 451356 440156 5202918 1182704 13034036 8572686 X 10529668 3546931 2219783 2150061 12749451 5696992 25783487 14269678 X 2143332 -9195791 X 0 1 X 1 0 X 2689040 3695617 6526259 3234092 2699669 18844677 28815280 28261105 32638593 34099218 38087568 161901764 31504320 31956722 39164852 37333310 40787237 180746441 0 0 0 180746441 8 1 33751 33760 8 1 33751 33760 1675663 1638416 1529983 2369469 1285901 8499432 33179991 33595138 40694835 39702780 42106889 189279633 0.95490 0.95110 0.00020 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENT EXPENSE OTHER INCOME - 2019 AMOUNT: $ 1,675,663. 2020 AMOUNT: $ 1,638,416. 2021 AMOUNT: $ 1,529,983. 2022 AMOUNT: $ 2,369,469. 2023 AMOUNT: $ 1,285,901. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45314 45314 1345324 687766 657558 357167 354483 2684 393328 393328 0 640385 482787 157598 863154 BENEFICIAL INTEREST IN NET ASSETS OF RELATED PARTY 2069648 DUE FROM RELATED PARTIES 1895 RIGHT-OF-USE ASSET 1043923 SECURITY DEPOSITS 86035 3201501 DUE TO RELATED PARTIES 25006 LEASE LIABILITY 1042315 DUE TO STATE OF MAINE 115383 1182704 X PART X, LINE 2: THE ORGANIZATIONS ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 1 GRANTS TO INDIVIDUALS IN NEED 105 468457 PART I, LINE 2: GRANTS ARE PROVIDED BASED ON NEEDS FOR BASIC NECESSITIES (HOUSING, CLOTHES, FOOD). 0 0 0 0 0 0 0 0 0 ANGELA BOVILL PRESIDENT & CEO 0 367022 0 0 0 0 0 0 0 42491 0 409513 0 0 MICHELLE BETTIGOLE CHIEF SENIOR CARE OFF. (THRU 10/23) 0 194978 0 0 0 0 0 0 0 32426 0 227404 0 0 CHRISTINE TAPPAN CHIEF OF STRATEGIC ADVANCE 0 188618 0 0 0 0 0 0 0 7264 0 195882 0 0 AIMEE MITCHELL CHIEF COMMUNITY SERV. (THRU 10/23) 0 157382 0 0 0 0 0 0 0 25264 0 182646 0 0 JEANETTE WADE CFO/COO (THRU 10/23) 0 153182 0 0 0 0 0 0 0 9206 0 162388 0 0 PART I, LINE 3 ASCENTRIA CARE ALLIANCE, INC. (ACA) IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED AND PAID BY ACA. THE CEO OF ACA IS THE PRINCIPAL REPRESENTATIVE OF ASCENTRIA CARE ALLIANCE, INCLUDING ITS AFFILIATES AND SUBSIDIARIES, AND IS THE PERSON RESPONSIBLE FOR THE EFFICIENT OPERATION OF THE ACA, ITS AFFILIATES, AND ITS SUBSIDIARIES. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ACA ANNUALLY EVALUATES THE CEO ON HIS/HER PERFORMANCE. THE CHAIR OF ACA'S BOARD OF DIRECTORS, AN UNCOMPENSATED VOLUNTEER, IS THE CHAIR OF THE EXECUTIVE COMMITTEE AND IS INDEPENDENT WITHOUT UNDUE INFLUENCE FROM THE CEO. THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH TO MAKE A RECOMMENDATION FOR THE COMPENSATION OF THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS, DOCUMENTED PHONE CALLS ABOUT SIMILAR CEO POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMMITTEE WILL DOCUMENT ITS DECISIONS IN THE MINUTES OF THE MEETING. THE DOCUMENTATION OF THE CEO'S COMPENSATION INCLUDES: A DISCUSSION OF THE CEO'S RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW; DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; LIST OF COMMITTEE MEMBERS PRESENT DURING THE DISCUSSION; ACTIONS TAKEN WITH RESPECT TO ANY CONFLICTS OF INTEREST BY ANY MEMBER WITH RESPECT TO THE DECISION ON THE COMPENSATION; AND A RECORD OF THE RESULT OF THE COMPENSATION VOTE. X 340 FMV X 23688 FMV X 2214 2330372 FMV 0 1 0 PART I, COLUMN (B): PART I, LINE 6 - BASED ON NUMBER OF VEHICLES DELIVERED FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF SIX PERSONS, INCLUDING THE CHAIRPERSON, VICE CHAIRPERSON, FINANCIAL SECRETARY AND SECRETARY OF THE BOARD OF DIRECTORS, THE PRESIDENT OF THE CORPORATION, AND THE PRESIDENT/CEO OF LSSNE (OR THAT DIRECTOR WHO IS HIS OR HER DESIGNEE). THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT ON BEHALF OF THE ENTIRE BOARD OF DIRECTORS ON MATTERS THAT REQUIRE ATTENTION AT TIMES WHEN A REGULAR OR SPECIAL MEETING CANNOT BE CALLED. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO CHANGE THE LOCATION OF THE CORPORATION, AMEND THE BY-LAWS, ELECT OFFICERS OR DIRECTORS TO FILL VACANCIES, REMOVE OFFICERS OR DIRECTORS, OR AUTHORIZE A MERGER. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS ANGELA BOVILL, JEANETTE WADE, MICHELLE BETTIGOLE, AIMEE MITCHELL, NICHOLAS RUSSO, NICHOLAS SOUSA, TARA BROWNE, CHRISTINE TAPPAN, AND KRISTINE HANSCOM HAVE A BUSINESS RELATIONSHIP WITH ALL OF THE BOARD MEMBERS BECAUSE THESE OFFICERS ARE EMPLOYED BY A RELATED ORGANIZATION OF WHICH THE DIRECTORS ARE ALSO BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS ASCENTRIA CARE ALLIANCE, INC. (FKA LUTHERAN SOCIAL SERVICES OF NEW ENGLAND, INC.). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF ASCENTRIA CARE ALLIANCE, INC.'S GOVERNING BOARD ELECT ALL THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE TRANSACTIONS SUBJECT TO MEMBER APPROVAL ARE ACQUISITIONS OF DEBT, SALE OF ASSETS, ANNUAL BUDGET, MERGERS AND BYLAW REVISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, EMPLOYEE, COMMITTEE MEMBER, OR VOLUNTEER OF ACA OR ITS SUBSIDIARIES, WHETHER BECAUSE OF HIS/HER EMPLOYMENT, BUSINESS INTERESTS, INVESTMENTS, OR OTHERWISE, WHO HAS INTERESTS THAT DO OR MAY, DIRECTLY OR INDIRECTLY, COMPETE WITH OR BE IN CONFLICT WITH THE INTERESTS OF ACA SHALL PROMPTLY DISCLOSE ALL MATERIAL FACTS OF SUCH CONFLICT OF INTEREST IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS AND/OR TO THE PRESIDENT OF ACA. SUCH PERSON SHALL ALSO ANNOUNCE THE SAME AT ANY MEETING OR DISCUSSION IN WHICH HE/SHE IS A PARTICIPANT AND AT WHICH SUCH CONFLICT ARISES AND SHALL REFRAIN FROM ACTING THEREON. AFTER DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER ACA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ACA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL NA OF RELATED PARTY 264,600. EQUITY TRANSFER -9,460,391. RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ MA 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 1 1 0 1 1