2016-05-16T11:34:03-05:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 237100726 WORKINCORPORATED WORK 6173280300 25 BEACH STREET DORCHESTER MA 02122 DAVID ANDERSON SR VICE PRESIDENT AND CFO 6173283000 2016-05-16 1 MATTHEW TROIANO CPA P01263939 5083669100 2016-05-05 2014 2016-08-17 19:52:53Z DAVID ANDERSON 25 BEACH STREET DORCHESTER MA 02122 29415853 0 X WWW.WORKINC.ORG X 1970 MA IT IS THE MISSION OF WORK, INC., TO JOIN WITH OTHERS IN CREATING THE CONDITIONS UNDER WHICH ALL PERSONS WITH DISABILTIES WILL EXPERIENCE A POSITIVE LIVING AND WORKING ENVIRONMENT. 11 10 748 12 497550 0 14547306 17075387 10790711 11506946 42977 134728 64891 580549 25445885 29297610 0 0 0 0 17842087 20284630 0 0 0 6741702 7514769 24583789 27799399 862096 1498211 27399892 29036243 11221724 11359728 16178168 17676515 X IT IS THE MISSION OF WORK, INC., TO JOIN WITH OTHERS IN CREATING THE CONDITIONS UNDER WHICH ALL PERSONS WITH DISABILTIES WILL EXPERIENCE:-PRESENCE AND PARTICIPATION IN COMMUNITY LIFE-OPPORTUNITIES TO DEVELOP AND EXCERCISE COMPETENCE-ENCOURAGEMENT TO MAKE CHOICES IN THE PURSUIT OF PERSONAL GROWTH-OPPORTUNITIES TO DEVELOP GOOD RELATIONSHIPS WITH FAMILY, FRIENDS, NEIGHBORS AND PEERS-RESPECT AND DIGNITY THROUGH THE PROMOTION OF HUMAN AND CIVIL RIGHTS-PROTECTION FROM ABUSE AND NEGLECT-ASSURANCES THAT SERVICES ARE FLEXIBLE, PERSON-CENTERED AND DELIVERED BY TRAINED PERSONNEL-RESPECT FOR THEIR UNIQUE ETHNIC AND CULTURAL BACKGROUNDS-THE CHANCE TO TAKE RISKS AND HAVE EXPERIENCES THAT PROMOTE GROWTH AND DEVELOPMENT-OPPORTUNITIES FOR SELF-ADVOCACY THAT EMPOWER INDIVIDUALS AND THEIR FAMILIES TO ARTICULATE THEIR NEEDS AND DESIRES. 0 0 10566275 10570042 INDUSTRIAL AND COMMERCIAL: WE PROVIDE DIRECT EMPLOYMENT TO OVER 100 INDIVIDUALS WITH DISABILITIES AT MORE THAN 20 WORK SITES. OUR SERVICES INCLUDE CUSTODIAL, TOTAL FACILITY MANAGEMENT, MAIL ROOM, FOOD SERVICE, LANDSCAPING, AND SNOW REMOVAL. OUR CUSTOMERS ARE FEDERAL GOVERNMENT AND COMMERCIAL CUSTOMERS LOCATED IN THE MASSACHUSETTS CITIES OF BOSTON, NATICK, ANDOVER, SPRINGFIELD, MILFORD, NATICK, NEW BEDFORD, CHARLESTOWN, AND, AT OTHER WORK SITES IN THE STATES OF VT, NY, AND CT. 9364931 977732 RESIDENTIAL: WE PROVIDE RESIDENTIAL SUPPORT SERVICES TO APPROXIMATELY 125 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND/OR SIGNIFICANT PHYSICAL DISABILITIES, THROUGH TWO DISTINCT PROGRAM MODELS: SUPPORTED LIVING AND 24 HOUR RESIDENTIAL. THE SUPPORTED LIVING PROGRAM PROVIDES CUSTOMIZED SUPPORT TO INDIVIDUALS LIVING INDEPENDENTLY TO ADDRESS THEIR UNIQUE NEEDS. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO PERSONAL CARE, MEDICAL ADVOCACY, FINANCIAL ASSISTANCE, SOCIAL SKILLS TRAINING, COUNSELING AND SUPPORT. THE 24 HOUR RESIDENTIAL PROGRAM SERVES HEARING AND DEAF INDIVIDUALS AT APPROXIMATELY 25 GROUP HOMES AND HAS RECEIVED CERTIFICATION THROUGH THE CARF AND QUEST PROCESS. OUR PROGRAMS SERVE INDIVIDUALS FROM MULTIPLE STATE FUNDERS INCLUDING DDS, MRC, MCB, DMH, DTA, AND PRIVATE FUNDERS. 4165768 52434 EMPLOYMENT: WE PROVIDE INDIVIDUAL SUPPORTED EMPLOYMENT, GROUP SUPPORTED EMPLOYMENT, AND COMMUNITY BASED EMPLOYMENT AND DAY-HABILITATION SERVICES TO MORE THAN 350 INDIVIDUALS WITH A VARIETY OF DISABILITIES INCLUDING THOSE WHO ARE DEAF AND HARD OF HEARING. AS PART OF OUR PIONEERING JOB PLACEMENT PROGRAM AND FLAGSHIP CAREER PLACEMENT PROGRAM SERVICES, WE PROVIDE CAREER COUNSELING, SITUATIONAL ASSESSMENTS, PLANNING, JOB SEARCH ASSISTANCE, JOB COACHING, AND ONGOING SUPPORTS AS NEEDED. OUR DAY PROGRAMS ARE LOCATED IN BOSTON, QUINCY, FITCHBURG AND NEW BEDFORD. OUR EXPANDED SERVICE AREA NOW INCLUDES CONSTITUENTS FROM DDS, MRC, DTA, MCB, DMH, WHILE ALSO ACCEPTING PRIVATE PLACEMENTS. 456193 TRANSPORTATION: WE PROVIDE TRANSPORTATION SERVICES TO INDIVIDUALS WITH DISABILITIES TO AND FROM OUR RESIDENTIAL, EMPLOYMENT AND DAY PROGRAMS. 456193 24553167 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 76 0 748 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X DAVID ANDERSON 6176911500 25 BEACH STREET DORCHESTER MA 021222734 JAMES CASSETTA CHIEF EXECUTIVE OFFICER 37.50 2.30 X X 307560 0 10036 JAMES FLANAGAN CHAIRMAN 2.00 0.80 X X 0 0 0 MARY LOU DRISCOLL CLERK 2.00 0.80 X X 0 0 0 ARTHUR CONNELLY DIRECTOR 1.50 X 0 0 0 HENRY LEVIN ESQ DIRECTOR 1.50 X 0 0 0 DONALD MCNALLY DIRECTOR 1.50 X 0 0 0 TACKEY CHAN DIRECTOR 1.50 X 0 0 0 DONALD UVANITTE DIRECTOR 1.50 X 0 0 0 PHILIP DOULD VICE CHAIRMAN 2.00 X X 0 0 0 PHILIP J CARVER ASST. TREASURER 1.50 0.80 X 0 0 0 FRANK ZONA DIRECTOR 1.50 X 0 0 0 SHARON SMITH CHIEF OPERATING OFFICER 37.50 X 189615 0 10036 DAVID ANDERSON SR. VP & CFO, TREASURER 37.50 3.00 X 153896 0 10036 ALBERT FAVA VP OF COMMERCIAL 37.50 X 101330 0 10036 PAUL MACELLO AVP/CFM 37.50 X 114741 0 0 867142 0 40144 5 0 1 0 BLACK EAGLE LANDSCAPING 95 VIDEN ROAD QUINCY MA 02169 LANDSCAPING AND SNOW REMOVAL 136852 WOODARD & CURRAN 40 SHATTUCK ROAD ANDOVER MA 01810 ENVIRONMENTAL SERVICES CONTRACTOR 134131 THE FUTURES HEALTHCORE 136 WILLIAM STREET SPRINGFIELD MA 01105 REHABILITATION SERVICES 120224 AAFCPAS 160 FEDERAL STREET 16TH FLOOR BOSTON MA 02110 AUDITING AND ACCOUNTING 101735 4 122470 16701310 251607 17075387 COMMERCIAL SERVICES 900099 10479075 10479075 PRIVATE FEES 900099 1027871 1027871 11506946 93328 93328 38120 0 38120 38120 38120 41400 0 41400 41400 41400 107980 122470 118243 -10263 -10263 PASS THROUGH FROM FM&M 561000 358859 358859 MANAGEMENT FEES 561000 138691 138691 MISCELLANEOUS 900099 55142 55142 552692 29297610 11600208 497550 124465 694388 694388 15654334 14882552 771782 403953 385144 18809 2211006 2110362 100644 1320949 1215475 105474 22379 22379 91317 91317 156980 124469 32511 506243 220140 286103 2006653 1819174 187479 424713 415415 9298 281302 281302 901592 583054 318538 414887 384939 29948 PROGRAM SUPPLIES 854304 795073 59231 SUBCONTRACTED SERVICES 820157 785564 34593 COMMISSIONS 361068 361068 SUBCONTRACTED LABOR 286512 286272 240 386662 184466 202196 27799399 24553167 3246232 0 511863 611018 3854960 4953961 30500 45500 2393088 2764976 249065 291924 23218455 7697507 16120650 15520948 1174905 1355166 3064861 3492750 27399892 29036243 3050370 3329388 8005907 7847169 165447 183171 11221724 11359728 X 16178168 17676515 16178168 17676515 27399892 29036243 1498211 136 0 X X 0 1 X 1 1 1 X 12107542 12808856 13273505 14547306 17075387 69812596 10394900 10346819 10050622 10790711 11506946 53089998 22502442 23155675 23324127 25338017 28582333 122902594 0 0 0 122902594 70703 55000 84903 78977 131448 421031 270910 194851 497550 963311 341613 249851 84903 78977 628998 1384342 177713 25211 125380 56673 55142 440119 23021768 23430737 23534410 25473667 29266473 124727055 0.98540 0.98340 0.01110 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2436045 2436045 14554191 3680493 10873698 2314991 1383455 931536 1844968 1307025 537943 2068260 1326534 741726 15520948 DUE FROM AFFILIATES 324361 GOODWILL 82168 INVESTMENT IN FOR-PROFIT SUBSIDIARY 877976 CASH SURRENDER VALUE 281628 FINANCING FEES 403174 PROPERTY HELD FOR SALE 1523443 3492750 DEFERRED COMPENSATION 183171 183171 X 34026689 136 5087802 5087938 28938751 358859 358859 29297610 32591892 4792493 4792493 27799399 0 27799399 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, 2015. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REVENUE 5,087,802. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH FM&M 358,859. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES 4,792,493. AWARDS NIGHT 173103 118223 54880 17100 10413 31128 1967 15444 GOLF TOURNAMENT 57347 4247 53100 37601 4590 230450 122470 107980 17100 48014 31128 1967 20034 118243 -10263 X X X X 0 1 0 0 0 0 0 0 0 JAMES CASSETTA CHIEF EXECUTIVE OFFICER 282560 0 25000 0 0 0 0 0 10036 0 317596 0 0 0 SHARON SMITH CHIEF OPERATING OFFICER 172115 0 17500 0 0 0 0 0 10036 0 199651 0 0 0 DAVID ANDERSON SR. VP & CFO, TREASURER 143896 0 10000 0 0 0 0 0 10036 0 163932 0 0 0 PART I, LINE 4B JAMES CASSETTA PARTICIPATES IN AN INTERNAL REVENUE CODE SECTION 457(B) PLAN. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 046001380 2011-10-27 7865000 ACQUISITION, CONSTRUCTION AND EQUIPPING OF A FACILITY IN DORCHESTER, MA 0 0 0 A 553156 7865000 497065 7367935 2009 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 JAMES FLANAGAN JAMES FLANAGAN IS A MEMBER OF THE BOARD AND CHAIRMAN OF WORK, INC. 149192 WORK, INC. PURCHASES INSURANCE THROUGH AN INSURANCE AGENCY, OF WHICH A BOARD MEMBER IS A PRINCIPAL. THE PREMIUM ON THIS POLICY WAS $149,192 FOR FISCAL YEAR 2015. 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 AT THE ANNUAL BOARD MEETING, THE YEAR END FINANCIAL RESULTS WERE APPROVED BY THE BOARD AND THE FORM 990 WAS PRESENTED. THE FORM 990 WAS CIRCULATED TO ALL BOARD MEMBERS PRIOR TO THAT MEETING. UPON REVIEW AND DISCUSSION, AND WITH CLARIFYING INFORMATION WHICH MAY BE REQUIRED BY THE BOARD, THE MEMBERS VOTE TO ACCEPT THE AUDITED FINANCIAL RESULTS. IF THE BOARD WANTS ADDITIONAL INFORMATION REGARDING THE FORM 990, REQUESTS MAY BE SUBMITTED FOR A BRIEF PERIOD AFTER THE BOARD MEETING TO THE CHIEF FINANCIAL OFFICER. ONCE THE REQUESTS FOR INFORMATION HAVE BEEN RECEIVED AND SATISFACTORILY ANSWERED, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES THAT ALL MEMBERS CONDUCT AN ANNUAL REVIEW FOR ANY CONFLICTS OF INTEREST AND SHOULD ANY ARISE, THAT THEY BE DISCLOSED TO THE BOARD AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE. THE COMMITTEE COMPARES THE SALARIES OF CEO'S WITHIN SIMILAR ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES. FINAL APPROVAL OF THE CEO'S SALARY AND BENEFITS PACKAGES IS DONE BY BOARD. ANNUAL REVIEW AND APPROVAL OF ALL EMPLOYEE SALARIES IS DONE THROUGH THE ANNUAL BUDGETING PROCESS, AND PER POLICY. THE BOARD APPROVES ALL SALARIES THROUGH ITS FINAL APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY ACCESS WORK, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THROUGH GUIDESTAR AND UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. WEST ROXBURY RESIDENCES INC 25 BEACH STREET DORCHESTER MA 02122 043272589 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) 509(A)(2) WORK INC 1 SUPPORTIVE LIVING PROGRAM INC 25 BEACH STREET DORCHESTER MA 02122 043272590 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) PRIVATE FOUNDATION WORK INC 1 WORKING HOUSING CORPORATION 25 BEACH STREET DORCHESTER MA 02122 900609374 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) 509(A)(2) WORK INC 1 FACILITIES MANAGEMENT AND MAINTENANCE INC 25 BEACH STREET 3R DORCHESTER MA 02122 043278351 CLEANING AND MAINTENANCE SERVICES MA WORK INC S 394809 1061243 1.00000 1 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 WEST ROXBURY RESIDENCES INC D 71185 FAIR MARKET VALUE SUPPORTED LIVING PROGRAM INC D 65547 FAIR MARKET VALUE WORK HOUSING CORPORATION D 87629 FAIR MARKET VALUE FACILITIES MANAGEMENT & MAINTENANCE D 93533 FAIR MARKET VALUE FACILITIES MANAGEMENT & MAINTENANCE D 100000 FAIR MARKET VALUE FACILITIES MANAGEMENT & MAINTENANCE L 130368 FAIR MARKET VALUE FACILITIES MANAGEMENT & MAINTENANCE M 75000 FAIR MARKET VALUE FACILITIES MANAGEMENT & MAINTENANCE A 50000 FAIR MARKET VALUE