AGESPAN INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AGESPAN INC (EIN 04-2545136)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-23
- IRS object ID
- 201710829349300911
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-23T17:35:50-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES ROAD WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042545136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER SERVICES OF THE MERRIMACK VALLEY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 9786837747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MERRIMACK STREET SUITE 400 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSANNE DISTEFANO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9786837747 | PhoneNum |
| Signature | 2017-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HINCHEY | PreparerPersonNm |
| PTIN | P00451160 | PTIN |
| Phone | 7813562000 | PhoneNum |
| Preparation | 2017-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROSANNE DISTEFANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MERRIMACK STREET SUITE 400 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,616,469 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ESMV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 393 | TotalEmployeeCnt |
| Total Volunteers | 411 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $184,491 | PYContributionsGrantsAmt |
| CY Contributions Grants | $333,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,302,725 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,846,220 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,020 | PYInvestmentIncomeAmt |
| CY Investment Income | -$13,984 | CYInvestmentIncomeAmt |
| PY Other Revenue | $127,978 | PYOtherRevenueAmt |
| CY Other Revenue | $226,349 | CYOtherRevenueAmt |
| PY Total Revenue | $57,660,214 | PYTotalRevenueAmt |
| CY Total Revenue | $60,392,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,780,158 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $845,345 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,168,237 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,048,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,424 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,369,548 | PYOtherExpensesAmt |
| CY Other Expenses | $41,599,787 | CYOtherExpensesAmt |
| PY Total Expenses | $57,317,943 | PYTotalExpensesAmt |
| CY Total Expenses | $59,493,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $342,271 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $899,282 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,881,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,692,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,327,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,227,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,554,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,465,221 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENSURE THAT THE CHOICE OF PROGRAMS AND SERVICES ARE AVAILABLE AND ACCESSIBLE TO MEET THE DIVERSE NEEDS AND CHANGING LIFESTYLES OF OLDER ADULTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,591,581 | ExpenseAmt |
| Revenue | $12,591,584 | RevenueAmt |
| Desc | CHOICES COMMUNITY BASED IN-HOME SERVICES - SUBCONTRACTED PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 854 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,801,299 | ExpenseAmt |
| Grant | $845,345 | GrantAmt |
| Revenue | $4,956,349 | RevenueAmt |
| Desc | HOME CARE PURCHASED SERVICES PROVIDED COMMUNITY BASED SERVICES TO 2,895 LOW-INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,456,406 | ExpenseAmt |
| Revenue | $8,457,348 | RevenueAmt |
| Desc | UNITED HEALTHCARE SCO SCO PURCHASED SERVICES-PROVIDED COMMUNITY BASED SERVICES TO 1,687 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,395,771 | ExpenseAmt |
| Revenue | $34,033,818 | RevenueAmt |
| Desc | OTHER PROGRAMS AND SERVICES TO ASSIST AND IMPROVE THE LIFE OF ELDERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,395,771 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $34,033,818 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $55,245,057 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 393 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSANNE DISTEFANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789461318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MERRIMACK STREET STE 400 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|
| ROSEANN ROBILLARD | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY GUMP | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL RURAK | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA DILLINGHAM-MAILMAN | |||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV ENNIS DUFFIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H CROWELL FREEMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD IRVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORINNE LACHARITE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN RANSHAW-FIORELLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNMARY CONNOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN HYNDS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE ANN STEED | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE THORNTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE E BALBONI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA BLAQUIERE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN CLEGHORN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE LAGANA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA LEVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSANNE DISTEFANO | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $194,533 | $0 | $6,981 | ||
| WILLIAM CHRISEMER | |||||||
| CFO | 37.50 | Yes (X) | $147,459 | $0 | $13,412 | ||
| ANNE PROLI CATALDO | |||||||
| ASST EXEC. DIRECTOR | 37.50 | $134,001 | $0 | $14,099 | Yes (X) | ||
| JOAN HATEM-ROY | |||||||
| ASST EXEC. DIRECTOR | 37.50 | $123,804 | $0 | $13,343 | Yes (X) | ||
| JAMES MAHONEY | |||||||
| CONTROLLER | 37.50 | $106,621 | $0 | $6,745 | Yes (X) | ||
| ANNA BELLOWS | |||||||
| GENERAL COUNSEL | 37.50 | $113,209 | $0 | $6,745 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $819,627 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| MULTICULTURAL HOMECARE INC | |||||
| 330 LYNN WAY SUITE 303 | LYNN | MA | 01902 | SUB-CONTRACT SERVICES TO ELDERS | $6,100,032 |
| BRING CARE HOME INC | |||||
| 10 SOUTH MAIN ST STE 208 | TOPSFIELD | MA | 01983 | SUB-CONTRACT SERVICES TO ELDERS | $4,516,120 |
| HOME CARE INC | |||||
| 360 MERRIMACK STREET BLDG9 | LAWRENCE | MA | 01843 | SUB-CONTRACT SERVICES TO ELDERS | $4,496,012 |
| RIGHT AT HOME | |||||
| 19 FRONT STREET | SALEM | MA | 01970 | SUB-CONTRACT SERVICES TO ELDERS | $2,680,371 |
| COMMONWEALTH NURSING SERVICES | |||||
| 40 CHURCH STREET | LOWELL | MA | 01852 | SUB-CONTRACT SERVICES TO ELDERS | $2,335,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $99,135 | FundraisingAmt |
| All Other Contributions | $234,820 | AllOtherContributionsAmt |
| Total Contributions | $333,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | $39,522,576 | $39,522,576 |
| GRANTS | 900099 | $20,323,644 | $20,323,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,846,220 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,486 | TotalRevenueColumnAmt |
| Exclusion | $19,486 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,601 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$33,470 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,470 | TotalRevenueColumnAmt |
| Exclusion | -$33,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,328 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,135 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,328 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $226,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $226,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $226,349 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,392,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,072,569 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$13,984 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,345 | TotalAmt |
| Program Services | $845,345 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,648,434 | TotalAmt |
| Program Services | $11,194,731 | ProgramServicesAmt |
| Management And General | $2,380,344 | ManagementAndGeneralAmt |
| Fundraising | $73,359 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,154 | TotalAmt |
| Program Services | $341,075 | ProgramServicesAmt |
| Management And General | $109,171 | ManagementAndGeneralAmt |
| Fundraising | $2,908 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,973,971 | TotalAmt |
| Program Services | $1,625,336 | ProgramServicesAmt |
| Management And General | $338,254 | ManagementAndGeneralAmt |
| Fundraising | $10,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,567 | TotalAmt |
| Program Services | $800,610 | ProgramServicesAmt |
| Management And General | $166,583 | ManagementAndGeneralAmt |
| Fundraising | $5,374 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,418 | TotalAmt |
| Program Services | $18,418 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,400 | TotalAmt |
| Management And General | $37,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,179 | TotalAmt |
| Management And General | $4,179 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,001 | TotalAmt |
| Program Services | $15,165 | ProgramServicesAmt |
| Management And General | $4,986 | ManagementAndGeneralAmt |
| Fundraising | $8,850 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,169 | TotalAmt |
| Program Services | $227,291 | ProgramServicesAmt |
| Management And General | $281,597 | ManagementAndGeneralAmt |
| Fundraising | $17,281 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,801 | TotalAmt |
| Program Services | $23,060 | ProgramServicesAmt |
| Management And General | $389,741 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,749 | TotalAmt |
| Program Services | $746,554 | ProgramServicesAmt |
| Management And General | $111,116 | ManagementAndGeneralAmt |
| Fundraising | $3,079 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,008 | TotalAmt |
| Program Services | $514,352 | ProgramServicesAmt |
| Management And General | $8,370 | ManagementAndGeneralAmt |
| Fundraising | $286 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,265 | TotalAmt |
| Program Services | $1,566,590 | ProgramServicesAmt |
| Management And General | $56,998 | ManagementAndGeneralAmt |
| Fundraising | $677 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,708 | TotalAmt |
| Management And General | $217,708 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,077 | TotalAmt |
| Program Services | $68,518 | ProgramServicesAmt |
| Management And General | $19,330 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SUBCONTRACT PROGRAM SER | $36,878,946 | $36,878,946 |
| PROGRAM ACTIVITIES & SU | $245,494 | $245,494 |
| CLIENT SERVICE PAYMENTS | $72,606 | $72,606 |
| BAD DEBTS | $60,966 | $60,966 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,493,258 | TotalAmt |
| Program Services | $55,245,057 | ProgramServicesAmt |
| Management And General | $4,125,777 | ManagementAndGeneralAmt |
| Fundraising | $122,424 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,121,395 | BOYAmt |
| EOY | $6,337,643 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,457,390 | BOYAmt |
| EOY | $9,198,703 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,613 | BOYAmt |
| EOY | $10,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,271,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $731,662 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,535 | BOYAmt |
| EOY | $1,540,191 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,293 | BOYAmt |
| EOY | $495,511 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,750 | BOYAmt |
| EOY | $109,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,976 | BOYAmt |
| EOY | $17,692,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,043,540 | BOYAmt |
| EOY | $8,016,981 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,099 | BOYAmt |
| EOY | $78,442 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,243 | BOYAmt |
| EOY | $132,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,327,882 | BOYAmt |
| EOY | $8,227,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,554,094 | BOYAmt |
| EOY | $9,465,221 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,554,094 | BOYAmt |
| EOY | $9,465,221 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,976 | BOYAmt |
| EOY | $17,692,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $899,282 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,845 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $240,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $247,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,283 | CurrentTaxYearAmt |
| Total | $1,313,779 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,486,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,812,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,736,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,318,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,846,220 | CurrentTaxYearAmt |
| Total | $258,200,777 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,727,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,059,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,961,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,540,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,224,503 | CurrentTaxYearAmt |
| Total | $259,514,556 | 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 | $259,514,556 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,486 | CurrentTaxYearAmt |
| Total | $124,503 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,486 | CurrentTaxYearAmt |
| Total | $124,503 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,349 | CurrentTaxYearAmt |
| Total | $690,998 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,856,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,201,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,112,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,689,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,470,338 | CurrentTaxYearAmt |
| Total | $260,330,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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 IS ATTRIBUTABLE TO LOBBYING ACTIVITIES AND AS SUCH, NO DETERMINATION AMOUNT IS LISTED IN THE SCHEDULE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $258,055 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,013,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,607 | DepreciationAmt |
| Book Value | $1,540,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,540,191 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,509,333 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,845 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $60,620 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $72,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,436,868 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$44,328 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$44,328 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $60,392,540 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,598,206 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $60,620 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $44,328 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $104,948 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,493,258 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,493,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -44,328. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE REPORTED ON FORM 990 44,328. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $81,785 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $53,247 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,538 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $28,538 | OtherDirectExpensesEvent1Amt |
| Event2 | VENETIAN GALA | Event2Nm |
| Gross Receipts Event2 | $44,670 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,880 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,790 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $15,790 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,008 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $17,008 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $143,463 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $99,135 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,328 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,328 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,328 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOMECARE INC | |||||||
| 360 MERRIMACK ST BLDG 9 | LAWRENCE | MA | 01843 | 042854358 | 501(C)(3) | $5,616 | OPERATING SUPPORT |
| ELDER SERVICES OF WORCESTER AREA INC | |||||||
| 67 MILLBROOK STREET | WORCESTER | MA | 01606 | 042545220 | 501(C)(3) | $48,353 | OPERATING SUPPORT |
| FRANKLIN COUNTY HOME CARE CORP | |||||||
| 330 MONTAGUE CITY ROAD STE 1 | TURNER FALLS | MA | 01376 | 042542539 | 501(C)(3) | $23,218 | OPERATING SUPPORT |
| (no name) | |||||||
| OPERATING SUPPORT | |||||||
| ETHOS | |||||||
| 555 ARMORY ST | JAMAICA PLAIN | MA | 02130 | 237304163 | 501(C)(3) | $48,703 | OPERATING SUPPORT |
| HEBREW REHABILITATION CENTER | |||||||
| 1200 CENTRE ST | BOSTON | MA | 02131 | 042104298 | 501(C)(3) | $302,264 | OPERATING SUPPORT |
| NORTHEAST INDEPENDENT LIVING PROGRAM INC | |||||||
| 20 BALLARD ROAD | LAWRENCE | MA | 01843 | 042701631 | 501(C)(3) | $150,518 | OPERATING SUPPORT |
| INTERNATIONAL INSTITUTE OF LOWELL | |||||||
| 155 MERRIMACK ST 5TH FLOOR | LOWELL | MA | 01852 | 042104325 | 501(C)(3) | $14,040 | OPERATING SUPPORT |
| BAYPATH ELDER SERVICES | |||||||
| 33 BOSTON POST ROAD WEST 500 | MARLBOROUGH | MA | 01752 | 042608708 | 501(C)(3) | $60,103 | OPERATING SUPPORT |
| OLD COLONY ELDER SERVICES | |||||||
| 144 MAIN STREET | BROCKTON | MA | 02301 | 042545236 | 501(C)(3) | $42,903 | OPERATING SUPPORT |
| ENHANCE ASIAN COMMUNITY | |||||||
| 257 NORTHAMPTON ST UNIT 510 | BOSTON | MA | 02118 | 472130807 | 501(C)(3) | $17,500 | OPERATING SUPPORT |
| GREATER BOSTON CHINESE GOLDEN AGE CENTER | |||||||
| 75 KNEELAND AVE STE 204 | BOSTON | MA | 02111 | 237181452 | 501(C)(3) | $14,100 | OPERATING SUPPORT |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | 501(C)(3) | $6,600 | OPERATING SUPPORT |
| NORTHEAST LEGAL AID INC | |||||||
| 35 JOHN ST STE 302 | LOWELL | MA | 01852 | 237381007 | 501(C)(3) | $72,442 | OPERATING SUPPORT |
| LIFEPATH INC | |||||||
| 33 MONTAGUE CITY ROAD 1 | TURNER FALLS | MA | 01376 | 042542539 | 501(C)(3) | $15,485 | OPERATING SUPPORT |
| MYSTIC VALLEY ELDER SERVICES INC | |||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | 042562646 | 501(C)(3) | $17,300 | OPERATING SUPPORT |
| TRIVALLEY ELDER SERVICES INC | |||||||
| 10 MILL STREET | DUDLEY | MA | 01571 | 042594201 | 501(C)(3) | $6,200 | OPERATING SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSANNE DISTEFANO | ||||||||||||||
| EXECUTIVE DIRECTOR | $194,533 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,981 | $0 | $201,514 | $0 | $0 | $0 |
| WILLIAM CHRISEMER | ||||||||||||||
| CFO | $147,459 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,412 | $0 | $160,871 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE TOP FINANCIAL OFFICIAL. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF THE FORM 990 IS DISTRIBUTED TO EVERY MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW. ANY COMMENTS ARE ADDRESSED AND THE FINAL FORM 990 IS REDISTRIBUTED TO THE FULL BOARD, 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CHELMSFORD HOUSING ELDER PARTNERSHIP INC | ||||||||||
| 10 WILSON STREET | CHELMSFORD | MA | 01824 | 311758237 | SECTION 202 AFFORDABLE HOUSING | MA | 501(C)(3) | LINE 7 | ELDER SERVICES OF THE MERRIMACK VALLEY INC | 0 |
| WESTFORD INITIATIVE FOR SENIOR HOUSING INC | ||||||||||
| 10 WILSON STREET | CHELMSFORD | MA | 01824 | 202208697 | SECTION 202 AFFORDABLE HOUSING | MA | 501(C)(3) | LINE 7 | ELDER SERVICES OF THE MERRIMACK VALLEY INC | 0 |
| 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 |
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |