2015-02-11T12:47:23-06:00 2014-06-30 043121055 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2013-07-01 042545136 ELDER SERVICES OF THE MERRIMACK VALLEY INC ELDE 9786837747 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 ROSANNE DISTEFANO EXECUTIVE DIRECTOR 9786837747 2015-01-29 1 MICHAEL HINCHEY P00451160 7813562000 2015-01-29 2013 2016-03-07 17:11:31Z X ROSANNE DISTEFANO 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 54336552 0 X WWW.ESMV.ORG X 1974 MA TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR THE ELDERLY. 21 21 306 257 0 0 214122 192068 46812005 53864614 24257 -393279 112194 105666 47162578 53769069 1155628 1406258 0 0 13137324 14831797 0 0 37639 31127139 36769915 45420091 53007970 1742487 761099 13012193 13570175 5569520 5315168 7442673 8255007 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 11629924 11624430 CHOICES COMMUNITY BASED IN-HOME SERVICES - SUBCONTRACTED PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 993 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 5683367 1406258 5482428 HOME CARE PURCHASED SERVICES PROVIDED COMMUNITY BASED SERVICES TO 2,599 LOW-INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 7641410 7641410 UNITED HEALTHCARE SCO SCO PURCHASED SERVICES-PROVIDED COMMUNITY BASED SERVICES TO 1499 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 24562013 24748268 OTHER PROGRAMS AND SERVICES TO ASSIST AND IMPROVE THE LIFE OF ELDERS 24562013 24748268 49516714 1 0 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 46 0 306 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X WILLIAM CHRISEMER 9789461318 280 MERRIMACK STREET STE 400 LAWRENCE MA 01843 REV 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 JUDITH POST DIRECTOR 1.00 X 0 0 0 JOANNE SHEEHAN DIRECTOR 1.00 X 0 0 0 JOHN SIMONS DIRECTOR 1.00 X 0 0 0 BARBARA SOMERS DIRECTOR 1.00 X 0 0 0 GRACE ANN STEED DIRECTOR 1.00 X 0 0 0 LEE THORNTON DIRECTOR 1.00 X 0 0 0 MAURICE E BALBONI DIRECTOR 1.00 X 0 0 0 PAMELA BLAQUIERE DIRECTOR 1.00 X 0 0 0 G DEAN CLEGHORN DIRECTOR 1.00 X 0 0 0 GRACE LAGANA DIRECTOR 1.00 X 0 0 0 SANDRA LEVIN DIRECTOR 1.00 X 0 0 0 COLLEEN RANSHAW-FIORELLO DIRECTOR 1.00 X 0 0 0 BRENDA SWEENY DIRECTOR 1.00 X 0 0 0 ROSANNE DISTEFANO EXECUTIVE DIRECTOR 37.50 X 178754 0 6239 WILLIAM CHRISEMER CFO 37.50 X 142705 0 12153 ROSEANN ROBILLARD PRESIDENT 1.00 X 0 0 0 NANCY GUMP VICE PRESIDENT 1.00 X 0 0 0 MICHAEL RURAK TREASURER 1.00 X 0 0 0 LAURA DILLINGHAM-MAILMAN CLERK 1.00 X 0 0 0 ANNE PROLI CATALDO ASST EXEC. DIRECTOR 37.50 X 122723 0 12344 JOAN HATEM-ROY ASST EXEC. DIRECTOR 37.50 X 113175 0 12067 557357 0 42803 4 0 1 0 MULTICULTURAL HOMECARE INC 330 LYNN WAY SUITE 303 LYNN MA 01902 SUB-CONTRACT SERVICES TO ELDERS 5619188 HOME CARE INC 360 MERRIMACK STREET BLDG9 LAWRENCE MA 01843 SUB-CONTRACT SERVICES TO ELDERS 4992995 BRING CARE HOME INC 10 SOUTH MAIN ST STE 208 TOPSFIELD MA 01983 SUB-CONTRACT SERVICES TO ELDERS 4382563 COMMONWEALTH NURSING SERVICES 40 CHURCH STREET LOWELL MA 01852 SUB-CONTRACT SERVICES TO ELDERS 2046935 PERSONAL TOUCH HOME AIDES INC 15 TYNGSBORO ROAD UNIT 4B NORTH CHELMSFORD MA 01863 SUB-CONTRACT SERVICES TO ELDERS 1998354 33 90820 101248 192068 CONTRACT REVENUE 900099 39014578 39014578 GRANTS 900099 14850036 14850036 53864614 22900 22900 118529 121517 413191 -2988 -413191 -416179 -416179 32775 90820 32775 0 MISCELLANEOUS REVENUE 900099 105666 105666 105666 53769069 53554101 0 22900 1406258 1406258 11958061 9988534 1961060 8467 374674 292360 81978 336 1645468 1378087 266049 1332 853594 716302 136674 618 26084 26084 52500 52500 8683 8683 43466 18927 13125 11414 521081 209042 300411 11628 329257 39341 288041 1875 558317 442248 115771 298 283311 275854 7341 116 170124 112462 56123 1539 133361 14993 118368 102730 90651 12063 16 SUBCONTRACT PROGRAM SER 34263808 34263808 BAD DEBTS 120560 120560 PROGRAM ACTIVITIES & SU 57329 57329 CLIENT SERVICE PAYMENTS 56503 56503 42801 7371 35430 53007970 49516714 3453617 37639 4961247 2571666 6691631 9102046 168611 46814 1540754 303394 725184 1237360 438520 502539 27000 109750 13012193 13570175 5382882 5138794 88998 54084 97640 122290 5569520 5315168 X 7442673 8255007 7442673 8255007 13012193 13570175 761099 51235 0 X X 0 1 X 1 1 1 X 667075 117825 240868 247883 224843 1498494 34412895 37780933 40486688 46812005 53736937 213229458 35079970 37898758 40727556 47059888 53961780 214727952 0 53845 53845 53845 53845 214674107 26223 28083 30317 29093 25200 138916 26223 28083 30317 29093 25200 138916 262412 242743 99111 112194 125366 841826 35368605 38169584 40856984 47201175 54112346 215708694 0.99520 0.99490 0.00060 0.00070 X 0 0 0 0 0 0 1 0 0 1 0 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 IS ATTRIBUTABLE TO LOBBYING ACTIVITIES AND AS SUCH, NO DETERMINATION AMOUNT IS LISTED IN THE SCHEDULE. 0 1 X 258055 247708 10347 1282699 55686 1227013 1237360 X 54340507 51235 74237 125472 54215035 -445966 -445966 53769069 53528173 74237 445966 520203 53007970 0 53007970 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 ACCOUNTING FOR UNCERTAINTY IN 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 -32,775. LOSS ON DISPOSAL OF ASSETS -413,191. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON FORM 990 32,775. LOSS ON DISPOSAL OF ASSETS 413,191. GOLF TOURNAMENT 63270 43037 20233 20233 VENETIAN GALA 44500 31958 12542 12542 5 15825 15825 0 123595 90820 32775 32775 32775 0 1 GREATER LAWRENCE TECH (MVNP) 57 RIVER ROAD ANDOVER MA 01810 042373134 501(C)(3) 794108 OPERATING SUPPORT MERRIMACK VALLEY LEGAL SVCS 35 JOHN STREET STE 302 LOWELL MA 01852 237381007 501(C)(3) 78910 OPERATING SUPPORT HOMECARE INC 360 MERRIMACK ST BLDG 9 LAWRENCE MA 01843 042854358 501(C)(3) 22467 OPERATING SUPPORT ELDER SERVICES OF WORCESTER AREA INC 67 MILLBROOK STREET WORCESTER MA 01606 042545220 501(C)(3) 31250 OPERATING SUPPORT FRANKLIN COUNTY HOME CARE CORP 330 MONTAGUE CITY ROAD STE 1 TURNER FALLS MA 01376 042542539 501(C)(3) 31250 OPERATING SUPPORT VNA OF GREATER LOWELL 336 CENTRAL ST LOWELL MA 01853 042103812 501(C)(3) 5333 OPERATING SUPPORT ETHOS 555 ARMORY ST JAMAICA PLAIN MA 02130 237304163 501(C)(3) 31875 OPERATING SUPPORT HEBREW REHABILITATION CENTER 1200 CENTRE ST BOSTON MA 02131 042104298 501(C)(3) 226527 OPERATING SUPPORT NORTHEAST INDEPENDENT LIVING PROGRAM INC 20 BALLARD ROAD LAWRENCE MA 01843 042701631 501(C)(3) 95000 OPERATING SUPPORT EMMAUS INC PO BOX 568 HAVERHILL MA 01831 222702774 501(C)(3) 6746 OPERATING SUPPORT INTERNATIONAL INSTITUTE OF LOWELL 155 MERRIMACK ST 5TH FLOOR LOWELL MA 01852 042104325 501(C)(3) 17792 OPERATING SUPPORT BAYPATH ELDER SERVICES 33 BOSTON POST ROAD WEST 500 MARLBOROUGH MA 01752 042608708 501(C)(3) 30000 OPERATING SUPPORT OLD COLONY ELDER SERVICES 144 MAIN STREET BROCKTON MA 02301 042545236 501(C)(3) 35000 OPERATING SUPPORT 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 0 0 0 0 0 0 0 0 0 ROSANNE DISTEFANO EXECUTIVE DIRECTOR 178754 0 0 0 0 0 0 0 6239 0 184993 0 0 0 WILLIAM CHRISEMER CFO 142705 0 0 0 0 0 0 0 12153 0 154858 0 0 0 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. 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 280 MERRIMACK STREET LAWRENCE MA 01843 202208697 SECTION 202 AFFORDABLE HOUSING MA 501(C)(3) LINE 7 ELDER SERVICES OF THE MERRIMACK VALLEY INC 0 VILLA AT MEADOW VIEW INC 280 MERRIMACK STREET LAWRENCE MA 01843 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