2023-02-15T12:18:50-06:00 2022-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2021-07-01 042499679 FIDELITY HOUSE INC FIDE 9786859471 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 BRAD HOWELL PRESIDENT & CEO 9786859471 2023-02-01 1 BRAD HOWELL XXX-XX-XXXX JEFFREY CICOLINI CPA P00837468 5083669100 2023-02-01 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z WAYSTONE HEALTH AND HUMAN SERVICES BRAD HOWELL 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 35093192 0 X WWW.FIDELITYHHS.ORG X 1971 MA TO SUPPORT PEOPLE WITH DISABILITIES TO LIVE A RICH AND MEANINGFUL LIFE. 13 13 543 13 0 0 1523057 135642 30270031 34632620 166887 113964 151847 174609 32111822 35056835 0 0 0 0 19491035 21932708 0 0 297100 9910535 11496484 29401570 33429192 2710252 1627643 19133525 21086605 8513689 9343684 10619836 11742921 X TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPLMENTAL DISABILITIES AND THOSE WITH SIGNIFICANT CHALLENGES TO PURSUE THEIR GOALS AND LIVE A FULFILLED LIFE. OUR SKILLED EMPLOYEES PROVIDE RESOURCES, EXPERTISE AND DIRECT SUPPORT FOR PEOPLE WITH DISABILITIES. 0 0 20791526 34770200 RESIDENTIAL SERVICES PROVIDES OPPORTUNITIES FOR SMALL GROUP LIVING IN 29 COMMUNITY RESIDENCES AS WELL AS INDEPENDENT LIVING IN LOCAL APARTMENTS. THE GOAL IS TO PROVIDE A SAFE AND SUPPORTIVE ENVIRONMENT WHERE EACH INDIVIDUAL IS ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE. DIRECT SERVICE PROFESSIONALS PROVIDE AS LITTLE OR AS MUCH SUPPORT AS NEEDED. ATTENTION TO MEDICAL CARE IS PARAMOUNT. OUR CLINICAL AND MEDICAL EMPLOYEES GET TO KNOW EACH INDIVIDUAL, MONITOR ALL MEDICAL TREATMENTS AND MAKE SURE THAT DAILY CARE IS TAILORED TO EACH INDIVIDUAL'S CLINICAL AND MEDICAL NEEDS. SERVICES ARE ALSO PROVIDED TO INDIVIDUALS WITH ACQUIRED BRAIN INJURIES (ABI) AND THE TURNING 22 (T22) POPULATION. 2110709 CHILDREN AND FAMILY SERVICES PROVIDES SUPPORT TO FAMILIES WHO CARE FOR A CHILD, TEEN OR ADULT WITH DISABILITIES IN THEIR HOME. SUPPORT IS OFFERED THROUGH INTENSIVE IN-HOME SERVICES AND A CENTRALIZED FAMILY SUPPORT CENTER. THESE SUPPORT SERVICES INCLUDE BEHAVIORAL CONSULTATIONS, TRAINING, RESPITE CARE, COMPANIONSHIP, PARENT SUPPORT AND TRAINING. THESE SERVICES HAVE A SPECIAL FOCUS ON LATINO MEDICAL SERVICES, TRANSPORATION AND REFERRALS. THE FAMILY SUPPORT CENTER PROVIDES A FULL CALENDAR OF EDUCATIONAL, THERAPEUTIC AND RECREATIONAL ACTIVITIES. 4207632 SUPPORTED HOME CARE PROVIDES CASE MANAGERS AND NURSES WHO SUPPORT ADULTS WITH DISABILITIES LIVING WITH THEIR OWN FAMILY OR WITH A HOME CARE PROVIDER. THROUGH THE ADULT FOSTER CARE PROGRAM OR THE SHARED LIVING PROGRAM, HOME CARE PROVIDERS RECEIVE A TAX-FREE STIPEND TOSUPPORT ROOM, BOARD AND TRANSPORATION COSTS. FIDELITY HOUSE PROVIDES THE HOME CARE PROVIDERS WITH SAFETY TRAINING, NURSING SUPPORTS AND ACCESS TO COMMUNITY RESOURCES. 1812940 EMPLOYMENT TRAINING FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THESE PROGRAMS INCLUDES SKILLS AND ASSESSMENT TRAINING, JOB PLACEMENT AND JOB RETENTION SUPPORT. THE GOAL IS TO MAKE SURE EACH PERSON IS AS SUCCESSFUL AND AS INDEPENDENT AS POSSIBLE. DAY HABILITATION SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS. CLINICAL SERVICES SUCH AS NURSING AND BEHAVORIAL SUPPORTS AS WELL AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY ASSESSMENTS AND GOAL PLANNING ARE PROVIDED, IF NEEDED, IN COMBINATION WITH DAILY ACTIVITIES. 1812940 28922807 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 106 0 1 543 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH X LEANNA FLEMING 9783329151 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 BRAD HOWELL PRESIDENT & CEO 38.00 2.00 X 239358 0 21656 LEANNA FLEMING CFO 38.00 2.00 X 156292 0 10622 KATHRYN MAGEARY VP HUMAN RESOURCES 40.00 0.00 X 149817 0 1179 SUSAN LUNN VP OF CFS 40.00 0.00 X 100403 0 21622 JOHN FALLAVOLLITA SR. DIRECTOR OF IT 40.00 0.00 X 102198 0 16758 MEAGHAN FISK DIRECTOR OF NURSING 40.00 0.00 X 111036 0 7232 KRISTEN TARSIA VP OF STRATEGY DEVELOPMENT 40.00 0.00 X 106238 0 4132 CHRISTINA HILDONEN COO (AS OF 2/28/22) 38.00 2.00 X 0 0 0 KARA JOHNSON PRESIDENT 1.50 0.60 X X 0 0 0 GREGG SPURR TREASURER, FINANCE CHAIR 1.50 0.60 X X 0 0 0 LISA STAFF CLERK, GOVERNANCE CHAIR 1.50 0.60 X X 0 0 0 GEORGE MORIARTY CHAIR, FUNDRAISING 1.50 0.60 X X 0 0 0 ANDREW NOVELLINE PAST PRESIDENT 1.20 0.60 X 0 0 0 DARLENE BEAL BOARD MEMBER 1.20 0.60 X 0 0 0 BRIAN DEMPSEY BOARD MEMBER 1.20 0.60 X 0 0 0 SCOTT LUDGIN BOARD MEMBER 1.20 0.60 X 0 0 0 NANCY MCCAFFERTY BOARD MEMBER 1.20 0.60 X 0 0 0 JOSE PINO BOARD MEMBER 1.20 0.60 X 0 0 0 BRIAN STEVENSON BOARD MEMBER 1.20 0.60 X 0 0 0 GLAVIELINYS CRUZ BOARD MEMBER 1.20 0.60 X 0 0 0 TRICIA MCNAIR BOARD MEMBER 1.20 0.60 X 0 0 0 CAROL CURTIN BOARD MEMBER (UNTIL 6/2022) 1.20 0.60 X 0 0 0 HOLLY VIETZKE LYNCH BOARD MEMBER (UNTIL 12/2021) 1.20 0.60 X 0 0 0 WAYNE SIMMONS BOARD MEMBER (UNTIL 12/2021) 1.20 0.60 X 0 0 0 FIROUZ TEHRANI BOARD MEMBER (UNTIL 12/2021) 1.20 0.60 X 0 0 0 CHARLETTE WEEDEN BOARD MEMBER (UNTIL 10/2021) 1.20 0.60 X 0 0 0 965342 0 83201 7 0 1 0 NORTHEAST NETWORKING 249 DUTTON STREET LOWELL MA 01852 TEMPORARY STAFFING 1422343 ALL STAFF LLC 1565 MAIN STREET 307 TEWKSBURY MA 01876 TEMPORARY STAFFING 579037 CAREERSTAFF UNLIMITED PO BOX 301076 DALLAS TX 75303 LPN SUPPORT STAFF 200927 3 12346 123296 135642 PROGRAM SERVICE REVENUE 532000 33116039 33116039 CLIENT FEES AND RENTS 532000 1516581 1516581 34632620 113964 113964 73386 12346 36357 37029 37029 OTHER INCOME 900099 137580 137580 137580 35056835 34770200 0 150993 491108 332417 158691 17909683 16050266 1737614 121803 4524 4364 160 2126674 1845059 270615 11000 1400719 1170246 222121 8352 111755 66831 44924 3979 3979 89871 89871 485998 322246 86097 77655 1620691 1042014 578677 161419 146753 13412 1254 102678 102640 38 464641 386494 76946 1201 310228 25248 284980 TEMPORARY HELP & CONTRA 5777833 5777323 510 STIPENDS 631238 631238 EQUIPMENT 548232 88334 441648 18250 VEHICLE OPERATING COSTS 407744 396732 11012 780177 601433 166243 12501 33429192 28922807 4209285 297100 2647214 2659434 2876308 2521066 3409783 3783941 344233 252792 9987474 4055874 5251229 5931600 1691846 3023135 2912912 2914637 19133525 21086605 1615041 1928604 328764 353130 1742098 2258819 4827786 4803131 8513689 9343684 X 10466383 11602058 153453 140863 10619836 11742921 19133525 21086605 1627643 -504558 0 X X 0 1 X 1 1 1 X 155820 227049 2148533 1523057 135642 4190101 17364314 21751061 27295353 30270031 34632620 131313379 17520134 21978110 29443886 31793088 34768262 135503480 0 0 0 135503480 103247 95374 57965 166887 113964 537437 103247 95374 57965 166887 113964 537437 8243 142502 200089 151847 137580 640261 17631624 22215986 29701940 32111822 35019806 136681178 0.99140 0.99160 0.00390 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1180555 1180555 5519348 1737942 3781406 1408908 752034 656874 1025801 850357 175444 852862 715541 137321 5931600 ASSETS HELD IN TRUST 353130 CONSTRUCTION IN PROGRESS 151984 CERTIFICATE OF DEPOSIT 37042 CAPITAL LEASE, BUILDING 2239408 DUE FROM AFFILIATES 133073 2914637 CAPITAL LEASE OBLIGATION 2205498 CONDITIONAL DEBT 2597633 4803131 X 34681810 -504558 93176 36357 -375025 35056835 0 35056835 33558725 93176 36357 129533 33429192 0 33429192 PART IV, LINE 2B: THE CUSTODIAL FUNDS BALANCE REPRESENTS FUNDS HELD BY THE AGENCY ON BEHALF OF INDIVIDUALS RECEIVING SERVICES. PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2022. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 36,357. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 36,357. GALA 85732 12346 73386 930 14463 6000 14964 85732 12346 73386 930 14463 6000 14964 36357 37029 X 0 0 0 0 0 0 0 0 0 BRAD HOWELL PRESIDENT & CEO 201858 0 37500 0 0 0 4050 0 17606 0 261014 0 0 0 LEANNA FLEMING CFO 142792 0 13500 0 0 0 3518 0 7104 0 166914 0 0 0 KATHRYN MAGEARY VP HUMAN RESOURCES 136317 0 13500 0 0 0 0 0 1179 0 150996 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE IS PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL RELATED PARTY REVIEWS AND CONFLICT OF INTEREST SIGN OFF FORMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF FIDELITY HOUSE'S OFFICERS ARE DETERMINED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FIDELITY HOUSE MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FHI LAWRENCEANDOVER INC 439 S UNION ST SUITE 401 LAWRENCE MA 01843 264412391 ACQUIRING, REHABILITATING, AND MAINTAINING COMMUNITY RESIDENTIAL PROPERTIES. MA 501(C)(3) LINE 7 FIDELITY HOUSE INC 1 CRC HOUSING 439 S UNION ST SUITE 401 LAWRENCE MA 01843 800790996 HOUSING & SERVICES TO DISABLED PERSONS MA 501(C)(3) LINE 7 FIDELITY HOUSE INC 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHI LAWRENCEANDOVER INC D 125673 FMV