2020-02-10T17:36:35-06:00 2019-06-30 222428965 CITRIN COOPERMAN & COMPANY LLP 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2018-07-01 042545136 ELDER SERVICES OF THE MERRIMACK VALLEY INC ELDE 9786837747 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 TAMMY O'DONNELL CFO 9786837747 2020-01-30 1 JEFFREY ALVANAS P01988325 7813562000 2020-01-28 23.25.236.154 2020-01-30 12:17:54 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32A2EA7F04C99CB68365DF9B7C99D9B58CAEAE9D 2018 2020-11-06 18:47:13Z TAMMY O'DONNELL 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 75634672 0 X WWW.ESMV.ORG X 1974 MA TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR THE ELDERLY. 24 24 417 152 0 0 238101 317491 68744331 74867688 22639 78441 252934 321893 69258005 75585513 0 344330 0 0 18924763 20308166 0 0 150097 48455404 51899910 67380167 72552406 1877838 3033107 24213366 27985717 11416673 12190338 12796693 15795379 X TO ENSURE THAT THE CHOICE OF PROGRAMS AND SERVICES ARE AVAILABLE AND ACCESSIBLE TO MEET THE DIVERSE NEEDS AND CHANGING LIFESTYLES OF OLDER ADULTS. 0 0 12800015 12793586 CHOICES PURCHASED SERVICES-PROVIDED COMMUNITY BASED SERVICES TO 697 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 11892867 12016609 UNITED HEALTHCARE SCO SCO PURCHASED SERVICES-PROVIDED COMMUNITY BASED SERVICES TO 2137 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 5827791 5827791 ECOP PURCHASED SERVICES PROGRAM - DESIGNED TO SERVICE FRAIL ELDERS WHO MEET STATE HOME CARE PROGRAM GUIDELINES AND ARE AT HIGH RISK OF NURSING HOME PLACEMENT 37684799 344330 44551595 OTHER PROGRAMS AND SERVICES TO ASSIST AND IMPROVE THE LIFE OF ELDERS. 37684799 344330 44551595 68205472 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 106 0 417 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X TAMMY O'DONNELL 9789461318 280 MERRIMACK STREET STE 400 LAWRENCE MA 01843 NANCY GUMP DIRECTOR 1.00 X 0 0 0 LAURA DILLINGHAM-MAILMAN DIRECTOR 1.00 X 0 0 0 ENNIS DUFFIS DIRECTOR 1.00 X 0 0 0 H CROWELL FREEMAN DIRECTOR 1.00 X 0 0 0 EDWARD IRVIN DIRECTOR 1.00 X 0 0 0 CORINNE LACHARITE DIRECTOR 1.00 X 0 0 0 COLLEEN RANSHAW-FIORELLO DIRECTOR 1.00 X 0 0 0 ROBIN HYNDS DIRECTOR 1.00 X 0 0 0 GRACE ANN STEED DIRECTOR 1.00 0.50 X 0 0 0 PAMELA BLAQUIERE DIRECTOR 1.00 X 0 0 0 GRACE A LAGANA DIRECTOR 1.00 X 0 0 0 SANDRA LEVIN DIRECTOR 1.00 X 0 0 0 CHARLENE MUSCATO DIRECTOR 1.00 X 0 0 0 MARTHA VELEZ DIRECTOR 1.00 X 0 0 0 ALAN DENARO DIRECTOR 1.00 X 0 0 0 DAVID GRAVEL DIRECTOR 1.00 X 0 0 0 ROBERT HOLLOWAY JR DIRECTOR 1.00 X 0 0 0 ROSEANN ROBILLARD DIRECTOR 1.00 X 0 0 0 JOSEPH BERARDINO DIRECTOR 1.00 X 0 0 0 BARRY SINEWITZ DIRECTOR 1.00 X 0 0 0 ANNMARY CONNOR CLERK 1.00 X X 0 0 0 MICHAEL RURAK PRESIDENT 1.00 X X 0 0 0 DEAN CLEGHORN VICE PRESIDENT 1.00 X X 0 0 0 MAURICE E BALBONI TREASURER 1.00 X X 0 0 0 JOAN F HATEM-ROY CHIEF EXECUTIVE OFFICER 37.50 0.50 X 191633 0 25939 TAMMY A O'DONNELL CFO 37.50 X 146326 0 21823 ANNA M BELLOWS OFFICER 37.50 X 118980 0 16096 456939 0 63858 5 0 1 0 MULTICULTURAL HOMECARE INC 330 LYNN WAY SUITE 303 LYNN MA 01902 SUB-CONTRACT SERVICES TO ELDERS 9017425 ASSOCIATED HOME CARE LLC 991 OSGOOD ST NORTH ANDOVER MA 01845 SUB-CONTRACT SERVICES TO ELDERS 7129959 HOME CARE INC 360 MERRIMACK STREET BLDG9 LAWRENCE MA 01843 SUB-CONTRACT SERVICES TO ELDERS 4919921 NORTHEAST ARC INC 6 SOUTHSIDE ROAD DANVERS MA 01923 SUB-CONTRACT SERVICES TO ELDERS 2568050 INTERNATIONAL HEALTH PO BOX 2006 ANDOVER MA 01810 SUB-CONTRACT SERVICES TO ELDERS 2483021 30 60721 256770 317491 CONTRACT REVENUE 900099 45619268 45619268 GRANTS 900099 29248420 29248420 74867688 30208 30208 54497 6264 48233 48233 48233 42895 60721 42895 0 MISCELLANEOUS REVENUE 900099 321893 321893 321893 75585513 75189581 0 78441 344330 344330 146326 123919 21637 770 15921462 13483436 2354323 83703 547033 425528 118166 3339 2551626 2175665 363050 12911 1141719 971495 164095 6129 112445 77494 34951 60000 60000 84161 84161 14800 9741 3497 1562 715891 381980 297225 36686 638730 409580 229150 895021 795840 95817 3364 275494 270007 4492 995 329685 302127 27169 389 277598 10254 267344 104483 83321 20913 249 SUBCONTRACT PROGRAM SER 47735104 47735104 PROGRAM ACTIVITIES & SU 286329 286329 BAD DEBTS 236067 236067 MISC 66278 48794 17484 67824 34461 33363 72552406 68205472 4196837 150097 8239572 13267576 14102834 13010663 26195 60673 2433698 1492589 1164987 941109 570028 595946 109750 109750 24213366 27985717 9731543 10702181 1563279 1362646 121851 125511 11416673 12190338 X 12796693 15795379 12796693 15795379 24213366 27985717 3033107 -34421 0 X X 0 1 X 1 1 1 X 221902 378283 310125 265371 360386 1536067 57318927 59846220 63335936 68744331 74867688 324113102 57540829 60224503 63646061 69009702 75228074 325649169 0 0 0 325649169 20407 19486 24942 28832 84705 178372 20407 19486 24942 28832 84705 178372 127978 226349 517181 252935 321893 1446336 57689214 60470338 64188184 69291469 75634672 327273877 0.99500 0.99550 0.00050 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 0 0 PART II-B, LINE 1: THE ORGANIZATION PAYS MEMBERSHIP DUES TO MASS HOME CARE CORPORATION, WHICH ENGAGES IN SOME LOBBYING ACTIVITIES AT THE STATE LEVEL TO ADVOCATE FOR FINANICIAL SUPPORT FOR ELDER SERVICES. A PORTION OF THE DUES ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES AND AS SUCH, NO DETERMINATION AMOUNT IS LISTED IN THE SCHEDULE. 0 1 X 366027 319092 46935 2067671 1173497 894174 941109 X 75760607 -34421 166620 42895 175094 75585513 0 75585513 72761921 166620 42895 209515 72552406 0 72552406 PART IV, LINE 2B: THE ORGANIZATION IS RESPONSIBLE AS THE CUSTODIAN FOR CERTAIN ELDER CLIENT ACCOUNTS. THOSE CLIENTS ARE NOT DEEMED LEGALLY COMPETENT TO MANAGE THEIR OWN FUNDS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC "INCOME TAXES". THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,895. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON FORM 990 42,895. GOLF TOURNAMENT 64224 21329 42895 42895 ANNUAL EVENT 39392 39392 103616 60721 42895 42895 42895 0 1 HEBREW REHABILITATION CENTER 1200 CENTRE ST BOSTON MA 02131 042104298 501(C)(3) 5503 OPERATING SUPPORT NORTHEAST INDEPENDENT LIVING PROGRAM INC 20 BALLARD RD LAWRENCE MA 01843 042701631 501(C)(3) 241436 OPERATING SUPPORT NORTHEAST LEGAL AID INC 35 JOHN ST STE 302 LOWELL MA 01852 237381007 501(C)(3) 86344 OPERATING SUPPORT EMMAUS INC 127 HOW ST HAVERHILL MA 01830 222702774 501(C)(3) 5000 OPERATING SUPPORT 4 PART I, LINE 2: TITLE III GRANTEES HAVE AN ON-SITE MONITORING VISIT AT LEAST ONCE PER FEDERAL FISCAL YEAR AND NUTRITION GRANTEES ARE REQUIRED TO HAVE TWO MONITORING VISITS. COMPLETED MONITORING EVALUATIONS ARE SHARED WITH EOEA. ALL GRANTEES ARE ALSO REQUIRED TO SUBMIT MONTHLY STATISTICAL DATA AND BUDGET/COST CONTROL SUMMARIES THAT ARE REVIEWED REGULARLY FOR ACCURACY, DISCREPENCIES, TO TRACK SPENDING AND TO ENSURE THAT GRANTEES ARE MEETING TARGET GOALS BY TITLE III/AAA STAFF X X 0 0 0 0 0 0 0 0 0 JOAN F HATEM-ROY CHIEF EXECUTIVE OFFICER 191633 0 0 0 0 0 0 0 25939 0 217572 0 0 0 TAMMY A O'DONNELL CFO 146326 0 0 0 0 0 0 0 21823 0 168149 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TOP FINANCIAL OFFICER. THE DOCUMENT IS SHARED WITH THE MEMBERS OF THE FINANCE COMMITTEE AND A COPY IS MADE AVAILABLE TO EVERY MEMBER OF THE BOARD. AFTER ANY COMMENTS ARE ADDRESSED, THE FINAL FORM 990 IS REDISTRIBUTED IF NECESSARY AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND STAFF ARE REQUIRED TO FILE WITH THE BOARD A STATEMENT DISCLOSING HIS OR HER PERSONAL, BUSINESS OR ORGANIZATIONAL INTERESTS AND AFFILIATIONS. WHEN ANY SUCH AFFILIATION BECOMES RELEVANT IN THE MAKING OF ANY BOARD DECISION, THE DIRECTOR HAVING THE CONFLICT SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THAT DIRECTOR SHALL NOT VOTE ON THE MATTER AND SHALL NOT USE PERSONAL INFLUENCE. FORM 990, PART VI, SECTION B, LINE 15A SALARIED EMPLOYEES ARE PLACED ON A SALARY SCALE WHICH DETERMINES THEIR SALARY RANGE. THEY RECEIVE RAISES BASED UPON AN ANNUAL REVIEW. THE BOARD DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE METHODS USED BY THE COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. VILLA AT MEADOW VIEW INC SAUNDERS CIRCLE TEWKSBURY MA 01876 454549405 SECTION 202 AFFORDABLE HOUSING MA 501(C)(3) LINE 7 ELDER SERVICES OF THE MERRIMACK VALLEY INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0