THE HOME FOR LITTLE WANDERERS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE HOME FOR LITTLE WANDERERS INC (EIN 04-2104764)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-30
- IRS object ID
- 201501209349301010
- Schema version
- 2013v4.0
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T12:58:51-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOME FOR LITTLE WANDERERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 6172673700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GUEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH E HAMBERG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6172673700 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOAN WALLACE-BENJAMIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GUEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,927,118 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1799 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE HOME FOR LITTLE WANDERERS IS TO ENSURE THE HEALTHY EMOTIONAL, MENTAL, AND SOCIAL DEVELOPMENT OF CHILDREN AT RISK, THEIR FAMILIES, AND COMMUNITIES. THE HOME DOES THIS THROUGH AN INTEGRATED SYSTEM OF PREVENTION, ADVOCACY, RESEARCH, AND DIRECT CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 824 | TotalEmployeeCnt |
| Total Volunteers | 1685 | TotalVolunteersCnt |
| Total Gross UBI | $6,383 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,641,673 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,081,757 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,927,079 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,393,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,161 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,837,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,845 | PYOtherRevenueAmt |
| CY Other Revenue | -$181,195 | CYOtherRevenueAmt |
| PY Total Revenue | $41,022,758 | PYTotalRevenueAmt |
| CY Total Revenue | $55,131,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,917,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,557,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $94,058 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,600 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,821,579 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,208,022 | PYOtherExpensesAmt |
| CY Other Expenses | $13,707,589 | CYOtherExpensesAmt |
| PY Total Expenses | $43,219,945 | PYTotalExpensesAmt |
| CY Total Expenses | $46,352,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,197,187 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,778,710 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,476,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,480,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,987,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,647,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,488,846 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,832,865 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENSURE THE HEALTHY EMOTIONAL, MENTAL AND SOCIAL DEVELOPMENT OF CHILDREN AT RISK, THEIR FAMILIES AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,657,739 | ExpenseAmt |
| Revenue | $15,085,009 | RevenueAmt |
| Desc | COMMUNITY-BASED PROGRAMS: THE HOME PROVIDES AN ARRAY OF CLINICAL AND SUPPORT SERVICES THROUGHOUT EASTERN MASSACHUSETTS. CHILDREN AND FAMILIES RECEIVE SERVICES IN THE LOCATIONS THAT ARE MOST APPROPRIATE FOR THEIR NEEDS: A CHILD'S OWN HOME, SCHOOL, OR CLINIC.COMMUNITY-BASED PROGRAMS INCLUDE:- ADOPTION AND COMPREHENSIVE FOSTER CARE- CHILD AND FAMILY COUNSELING- CHILDREN'S COMMUNITY SUPPORT COLLABORATIVE - PRESCHOOL OUTREACH PROGRAM- SAFE AT HOME- THERAPEUTIC AFTER SCHOOL PROGRAM | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,207,668 | ExpenseAmt |
| Revenue | $12,185,817 | RevenueAmt |
| Desc | RESIDENTIAL & SPECIAL EDUCATION: THERAPEUTIC RESIDENTIAL PROGRAMS ARE STAFF-SECURE FACILITIES FOR CHILDREN AND ADOLESCENTS WHO HAVE EITHER BEEN REMOVED FROM THEIR HOMES DUE TO ABUSE AND NEGLECT, OR WHO HAVE DIFFICULTY FUNCTIONING IN THE COMMUNITY DUE TO BEHAVIORAL OR MENTAL HEALTH CONCERNS. THE HOME OPERATES TWO PRIVATE, STATE-APPROVED, YEAR-ROUND SPECIAL EDUCATION SCHOOLS FOR ACADEMICALLY AND EMOTIONALLY CHALLENGED YOUTH. THE SCHOOLS OFFER HIGHLY STRUCTURED THERAPEUTIC BEHAVIOR SUPPORT SYSTEMS, HAVE SMALL CLASS SIZES, A HIGH STAFF-TO-STUDENT RATIO AND SUPPORT THAT IS TAILORED TO EACH STUDENT'S NEEDS AND TREATMENT PLAN. THE TWO FACILITIES ARE:- SOUTHEAST CAMPUS, PLYMOUTH - CO-ED AGES 10 TO 18- LONGVIEW FARM AND CLIFFORD SCHOOL, WALPOLE - CO-ED AGES 5 TO 18 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,593,472 | ExpenseAmt |
| Revenue | $4,416,246 | RevenueAmt |
| Desc | GROUP HOMES: CHILDREN AND ADOLESCENTS TRANSITIONING BACK TO THEIR FAMILIES, PROGRESSING TO LESS RESTRICTIVE ENVIRONMENTS OR PREPARING TO LIVE INDEPENDENTLY, FREQUENTLY NEED SUPPORT TO MAKE A SUCCESSFUL MOVE. THE HOME OPERATES FOUR GROUP HOMES PROVIDING INDIVIDUALIZED TREATMENT AND SERVICES TO THE YOUTH AND THEIR FAMILIES. - HARRINGTON HOUSE, MISSION HILL - CO-ED AGES 6 TO 12- ROXBURY HOUSE, ROXBURY - MALES AGES 14 TO 18- WALTHAM HOUSE, WALTHAM - CO-ED AGES 14 TO 18 (GLBTQ POPULATION)- STARR, NORWOOD - GIRLS AGES 14 TO 18 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $2,877,748 | $3,045,277 | CASE MANAGEMENT SERVICES: THE HOME SERVES IN A COORDINATION CAPACITY FOR TWO FAMILY-FOCUSED PROGRAMS IN BOSTON. PROVIDING A SINGLE POINT OF ENTRY FOR ALL SERVICES, THE PROGRAMS EMPLOY THE WRAPAROUND APPROACH WHICH PLACES THE FAMILY AT THE ENTER OF PLANNING PROCESS AND BUILDS A TEAM AROUND THE FAMILY'S VISION FOR THEIR CHILD'S FUTURE.- THE HYDE PARK AND PARK STREET COMMUNITY SERVICE AGENCIES SERVE YOUTH WITH SERIOUS EMOTIONAL DISTURBANCE (SED) WHO ARE ENROLLED IN MASSHEALTH STANDARD OR COMMONHEALTH. THIS PROGRAM IS PART OF THE MASSACHUSETTS CHILDREN'S BEHAVIORAL HEALTH INITIATIVE (CBHI).- FAMILY NETWORKS (PARK STREET AREA LEAD) PARTNERS WITH PARK STREET DEPARTMENT OF CHILDREN AND FAMILIES (DCF). THE PROGRAM WORKS ONLY WITH CLIENTS REFERRED FROM DCF, ACTING AS A SINGLE POINT OF ENTRY FOR ALL CONTRACTED SERVICES IDENTIFIED IN THE DCF SERVICE PLAN. |
| $937,138 | $866,674 | TRANSITIONAL PROGRAMS: THE HOME OFFERS A NUMBER OF PROGRAMS FOR THOSE MOVING INTO ADULTHOOD WHO NEED ADDITIONAL HELP AND RESOURCES TO FURTHER THEIR EDUCATIONAL AND VOCATIONAL GOALS AND TO PREPARE THEM FOR MEANINGFUL LIVES:- ACADEMIC SUPPORT FOR COLLEGE AND LIFE, IN PARTNERSHIP WITH BRIDGEWATER STATE UNIVERSITY, IS A COLLEGE PROGRAM DESIGNED TO PROVIDE CLINICAL, SOCIAL, ACADEMIC, VOCATIONAL AND DAILY LIVING SUPPORTS NEEDED BY YOUTH AGING OUT OF STATE CARE AND PARTICIPATING IN HIGHER EDUCATION.- YOUNG ADULT RESOURCE NETWORK (YARN) ASSISTS YOUNG ADULTS AGES 17-22 WHO ARE INVOLVED WITH THE DEPARTMENT OF CHILDREN AND FAMILIES IN OBTAINING STABLE HOUSING, EMPLOYMENT, PHYSICAL AND PSYCHOLOGICAL WELLNESS, AND EDUCATIONAL AND COMMUNITY INVOLVEMENT, WHILE DEVELOPING SUPPORTIVE RELATIONSHIPS. - ROXBURY VILLAGE PROVIDES SAFE, AFFORDABLE HOUSING FOR YOUTH WHO ARE - OR ARE AT RISK OF BEING HOMELESS, WHILE HELPING THEM TO DEVELOP CRITICAL SKILLS, LIFE PLANS AND CONNECTIONS TO COMMUNITY RESOURCES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,814,886 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,911,951 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $37,273,765 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 824 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL PEARIS CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172673700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GUEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DALE BEARDEN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD K BENDETSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY A BROWN PHD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C BURROWS PHD | ||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANJALI CHITRE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH GORDON MD | ||||||||
| DIRECTOR (UNTIL JAN. 17, 2014) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH E GRAY | ||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN HAILER | ||||||||
| CHAIRMAN EMERITUS | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA HERBST | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEOFFREY F IDE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA JABAR | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA MATTHEWS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J PEMBERTON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE SLIFKA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM MINER | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TUSHARA CANEKERATNE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY JACOBSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN WALLACE-BENJAMIN | ||||||||
| CEO | 40.00 | $331,712 | $0 | $55,664 | Yes (X) | |||
| KENNETH E HAMBERG | ||||||||
| CFO (UNTIL OCT. 2, 2013) | 40.00 | $158,460 | $0 | $14,207 | Yes (X) | |||
| MICHAEL L PEARIS | ||||||||
| CFO & EXEC. VP (FROM OCT. 7, 2013) | 40.00 | $38,556 | $0 | $180 | Yes (X) | |||
| PETER J EVERS | ||||||||
| VP PROG. OPS. (UNTIL OCT. 11, 2013) | 40.00 | $156,843 | $0 | $5,189 | Yes (X) | |||
| LEONORA R WISE | ||||||||
| VP HUMAN RESOURCES | 40.00 | $156,063 | $0 | $21,231 | Yes (X) | |||
| MEREDITH L BRYAN | ||||||||
| VP DEVELOPMENT | 40.00 | $156,550 | $0 | $14,793 | Yes (X) | |||
| LESLI SUGGS | ||||||||
| VP PROGRAM OPERATIONS | 40.00 | $135,792 | $0 | $27,785 | Yes (X) | |||
| THOMAS L DURLING | ||||||||
| VP FINANCE | 40.00 | $117,893 | $0 | $26,949 | Yes (X) | |||
| ALLAN F GIESEN | ||||||||
| PSYCHIATRIST | 40.00 | $177,502 | $0 | $5,756 | Yes (X) | |||
| JEAN BUTTERFIELD | ||||||||
| PSYCHIATRIST | 40.00 | $154,007 | $0 | $2,052 | Yes (X) | |||
| MARCIA T ALLEN | ||||||||
| DIRECTOR DEVELOPMENT | 40.00 | $126,790 | $0 | $19,976 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,710,168 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $193,782 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOWDOIN CONSTRUCTION CORP | |||||
| 220-1 RESERVOIR STREET | NEEDHAM HEIGHTS | MA | 02494 | CONSTRUCTION CONTRACTORS | $1,934,471 |
| KDSA CONSULTING LLC | |||||
| 145 MILK STREET | METHUEN | MA | 01844 | IT/COMPUTER SYSTEMS CONSULTANT | $512,576 |
| NEWPORT CREATIVE COMMUNICATION | |||||
| 33 RAILROAD AVENUE | DUXBURY | MA | 02332 | FUNDRAISING COUNSEL | $396,316 |
| SEI | |||||
| 1 FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | INVESTMENT MANAGEMENT AND TRUST | $372,324 |
| THE ULTIMATE SOFTWARE GROUP INC | |||||
| PO BOX 930953 | ATLANTA | GA | 31193 | HR MGMT./PAYROLL PROCESSING | $303,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $443,507 | FederatedCampaignsAmt |
| Fundraising | $1,248,027 | FundraisingAmt |
| All Other Contributions | $5,390,223 | AllOtherContributionsAmt |
| Noncash Contributions | $139,191 | NoncashContributionsAmt |
| Total Contributions | $7,081,757 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,393,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,393,551 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,393,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,478,593 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,477,460 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,437,098 | SecuritiesAmt |
| Other | $9,383,292 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,772,452 | SecuritiesAmt |
| Other | $1,689,376 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,664,646 | SecuritiesAmt |
| Other | $7,693,916 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,358,562 | TotalRevenueColumnAmt |
| Exclusion | $9,358,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,913 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,248,027 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $334,022 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$202,109 | TotalRevenueColumnAmt |
| Exclusion | -$202,109 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,250 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,914 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,131,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,409,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,383 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,633,913 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,217 | TotalAmt |
| Program Services | $248,195 | ProgramServicesAmt |
| Management And General | $762,830 | ManagementAndGeneralAmt |
| Fundraising | $173,192 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,197,455 | TotalAmt |
| Program Services | $22,308,645 | ProgramServicesAmt |
| Management And General | $2,196,765 | ManagementAndGeneralAmt |
| Fundraising | $692,045 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,598 | TotalAmt |
| Program Services | $355,285 | ProgramServicesAmt |
| Management And General | $28,563 | ManagementAndGeneralAmt |
| Fundraising | $8,750 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,884,302 | TotalAmt |
| Program Services | $3,348,473 | ProgramServicesAmt |
| Management And General | $410,193 | ManagementAndGeneralAmt |
| Fundraising | $125,636 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,797 | TotalAmt |
| Program Services | $1,630,124 | ProgramServicesAmt |
| Management And General | $206,558 | ManagementAndGeneralAmt |
| Fundraising | $62,115 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,959 | TotalAmt |
| Management And General | $341,959 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,437 | TotalAmt |
| Management And General | $154,437 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,600 | TotalAmt |
| Fundraising | $87,600 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,042 | TotalAmt |
| Management And General | $377,042 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,473,553 | TotalAmt |
| Program Services | $629,736 | ProgramServicesAmt |
| Management And General | $830,131 | ManagementAndGeneralAmt |
| Fundraising | $13,686 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,159 | TotalAmt |
| Program Services | $61,159 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,390 | TotalAmt |
| Program Services | $24,113 | ProgramServicesAmt |
| Management And General | $123,752 | ManagementAndGeneralAmt |
| Fundraising | $284,525 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,461,082 | TotalAmt |
| Program Services | $1,761,843 | ProgramServicesAmt |
| Management And General | $543,978 | ManagementAndGeneralAmt |
| Fundraising | $155,261 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,939 | TotalAmt |
| Program Services | $585,726 | ProgramServicesAmt |
| Management And General | $17,766 | ManagementAndGeneralAmt |
| Fundraising | $5,447 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,555 | TotalAmt |
| Management And General | $355,555 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,765,284 | TotalAmt |
| Program Services | $1,575,754 | ProgramServicesAmt |
| Management And General | $154,859 | ManagementAndGeneralAmt |
| Fundraising | $34,671 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,761 | TotalAmt |
| Program Services | $432,584 | ProgramServicesAmt |
| Management And General | $143,560 | ManagementAndGeneralAmt |
| Fundraising | $11,617 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT EXPENSES | $1,402,603 | $1,402,603 | ||
| EQUIPMENT REPAIRS & MAI | $1,369,802 | $997,694 | $315,595 | $56,513 |
| FOOD & OTHER PRG. SUPPL | $1,233,385 | $1,189,292 | $38,767 | $5,326 |
| BAD DEBT EXPENSE | $408,632 | $403,977 | $4,655 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,006 | TotalAmt |
| Program Services | $318,562 | ProgramServicesAmt |
| Management And General | $254,904 | ManagementAndGeneralAmt |
| Fundraising | $100,540 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,352,558 | TotalAmt |
| Program Services | $37,273,765 | ProgramServicesAmt |
| Management And General | $7,257,214 | ManagementAndGeneralAmt |
| Fundraising | $1,821,579 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,931 | BOYAmt |
| EOY | $413,266 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,986,492 | BOYAmt |
| EOY | $1,710,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,694,191 | BOYAmt |
| EOY | $4,535,907 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,762,150 | BOYAmt |
| EOY | $1,182,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,800,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,467,432 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,200,651 | BOYAmt |
| EOY | $30,333,519 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,159,389 | BOYAmt |
| EOY | $62,262,162 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,481,974 | BOYAmt |
| EOY | $18,656,545 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,876,489 | BOYAmt |
| EOY | $14,385,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,476,267 | BOYAmt |
| EOY | $133,480,334 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,925,598 | BOYAmt |
| EOY | $4,160,270 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,540,000 | BOYAmt |
| EOY | $11,475,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,920 | BOYAmt |
| EOY | $66,626 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,903 | BOYAmt |
| EOY | $1,256,133 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $689,440 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,987,421 | BOYAmt |
| EOY | $17,647,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,427,722 | BOYAmt |
| EOY | $63,538,578 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,632,147 | BOYAmt |
| EOY | $28,504,428 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,428,977 | BOYAmt |
| EOY | $23,789,859 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,488,846 | BOYAmt |
| EOY | $115,832,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,476,267 | BOYAmt |
| EOY | $133,480,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,778,710 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,565,309 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,562,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,233,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,679,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,744,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,081,757 | CurrentTaxYearAmt |
| Total | $42,301,013 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,562,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,233,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,679,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,744,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,081,757 | CurrentTaxYearAmt |
| Total | $42,301,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $42,301,013 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,788,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,047,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,560,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,670,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,477,460 | CurrentTaxYearAmt |
| Total | $11,544,372 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,133 | CurrentTaxYearAmt |
| Total | $6,483 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $270,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,913 | CurrentTaxYearAmt |
| Total | $1,025,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,877,321 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $158,015,184 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,522 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,522 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,150,243 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,273,765 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $112,444 | CurrentYearMinus3Amt |
| Current Year Minus2 | $114,765 | CurrentYearMinus2Amt |
| Current Year Minus1 | $120,070 | CurrentYearMinus1Amt |
| Current Year | $123,522 | CurrentYearAmt |
| Total | $470,801 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,599,510 | BeginningYearBalanceAmt |
| Contributions | $867,212 | ContributionsAmt |
| Investment Earnings Or Losses | $11,359,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,878,246 | OtherExpendituresAmt |
| End Year Balance | $94,948,342 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,933,423 | BeginningYearBalanceAmt |
| Contributions | $1,270,711 | ContributionsAmt |
| Investment Earnings Or Losses | $10,162,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,767,322 | OtherExpendituresAmt |
| End Year Balance | $86,599,510 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,763,305 | BeginningYearBalanceAmt |
| Contributions | $648,578 | ContributionsAmt |
| Investment Earnings Or Losses | $390,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,868,813 | OtherExpendituresAmt |
| End Year Balance | $78,933,423 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,090,587 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,527,639 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,854,921 | OtherExpendituresAmt |
| End Year Balance | $81,763,305 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,406,646 | BeginningYearBalanceAmt |
| Contributions | $97,952 | ContributionsAmt |
| Investment Earnings Or Losses | $9,757,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,171,519 | OtherExpendituresAmt |
| End Year Balance | $74,090,587 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,188,412 | OtherCostOrOtherBasisAmt |
| Book Value | $1,188,412 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,747,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,827,721 | DepreciationAmt |
| Book Value | $25,919,883 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,473,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,387,886 | DepreciationAmt |
| Book Value | $85,810 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,750,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,251,825 | DepreciationAmt |
| Book Value | $1,498,509 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,640,905 | OtherCostOrOtherBasisAmt |
| Book Value | $1,640,905 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,333,519 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $18,656,545 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,656,545 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT INCOME RECEIVABLE | $33,151 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $14,320,121 |
| BOND ISSUANCE COSTS | $32,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,385,632 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT LEASE LIABILITY | Desc |
| Amt | $689,440 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $689,440 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,521,888 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,565,309 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$508,711 | OtherRevenueAmt |
| Revenue Not Reported | $5,056,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,465,290 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$334,022 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$334,022 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,131,268 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,177,869 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $334,022 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $334,022 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,843,847 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $508,711 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $508,711 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,352,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CLIENT FUNDS PAID BY DEPARTMENT OF CHILDREN AND FAMILIES HELD IN SEPARATE CASH ACCOUNTS BY THE HOME USED TO PURCHASE CLIENT RELATED ITEMS, SUCH AS HOLIDAY, BIRTHDAY, AND CLOTHING NEEDS. THE HOME ALSO HELD AN ESCROW RELATED TO THE PENDING SALE OF ONE OF ITS PROPERTIES. |
| PART V, LINE 4: | THE HOME HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE HOME HAS BENEFICIAL INTERESTS IN PERPETUAL TRUSTS WHICH ARE HELD AND ADMINISTERED BY DIFFERENT TRUSTEES. THE FV OF THE FUNDS IS RECORDED AS PART OF THE HOME'S PERMANENT ENDOWMENT AND THE HOME RECEIVES INCOME DISTRIBUTION CHECKS. |
| PART X, LINE 2: | THE HOME IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE HOME FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE HOME HAS NO MATERIAL UNCERTAINTIES IN INCOMES TAXES. THE HOME IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011. THE HOME WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE NETTED WITH REVENUE -377,042. LOSS ON EXTINGUISHMENT OF DEBT -131,669. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -334,022. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 334,022. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,489,695 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,489,695 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,489,695 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWPORT CREATIVE COMMUNICATIONS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 RAILROAD AVE | AddressLine1 |
| City | DUXBURY | City |
| State | MA | State |
| ZIP Code | 02332 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,272,000 | GrossReceiptsAmt |
| Retained By Contractor | $87,600 | RetainedByContractorAmt |
| Net To Organization | $1,184,400 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,272,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $87,600 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,184,400 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VOICES AND VISIONS | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,153,791 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,053,291 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $100,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $80,187 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $95,997 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $77,923 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GENEROUS MASTERS | NameOfEvent2Amt |
| Gross Receipts Event2 | $167,160 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,860 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,300 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,095 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,753 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,418 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $58,989 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $51,876 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,113 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,385 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $18,084 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,180 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,379,940 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,248,027 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,913 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $106,667 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $122,834 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $104,521 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $334,022 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$202,109 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOAN WALLACE-BENJAMIN | ||||||||||||||
| CEO | $281,362 | $0 | $40,000 | $0 | $10,350 | $0 | $40,150 | $0 | $15,514 | $0 | $387,376 | $0 | $0 | $0 |
| KENNETH E HAMBERG | ||||||||||||||
| CFO (UNTIL OCT. 2, 2013) | $156,675 | $0 | $1,000 | $0 | $785 | $0 | $3,000 | $0 | $11,207 | $0 | $172,667 | $0 | $0 | $0 |
| PETER J EVERS | ||||||||||||||
| VP PROG. OPS. (UNTIL OCT. 11, 2013) | $154,753 | $0 | $150 | $0 | $1,940 | $0 | $4,635 | $0 | $554 | $0 | $162,032 | $0 | $0 | $0 |
| LEONORA R WISE | ||||||||||||||
| VP HUMAN RESOURCES | $153,082 | $0 | $0 | $0 | $2,981 | $0 | $4,588 | $0 | $16,643 | $0 | $177,294 | $0 | $0 | $0 |
| MEREDITH L BRYAN | ||||||||||||||
| VP DEVELOPMENT | $149,261 | $0 | $5,000 | $0 | $2,289 | $0 | $4,864 | $0 | $9,929 | $0 | $171,343 | $0 | $0 | $0 |
| LESLI SUGGS | ||||||||||||||
| VP PROGRAM OPERATIONS | $135,097 | $0 | $0 | $0 | $695 | $0 | $4,090 | $0 | $23,695 | $0 | $163,577 | $0 | $0 | $0 |
| ALLAN F GIESEN | ||||||||||||||
| PSYCHIATRIST | $177,277 | $0 | $0 | $0 | $225 | $0 | $5,100 | $0 | $656 | $0 | $183,258 | $0 | $0 | $0 |
| JEAN BUTTERFIELD | ||||||||||||||
| PSYCHIATRIST | $153,739 | $0 | $0 | $0 | $268 | $0 | $0 | $0 | $2,052 | $0 | $156,059 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ESTABLISHED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F) FOR THE PRESIDENT AND CEO, JOAN WALLACE-BENJAMIN, DURING THE YEAR ENDED JUNE 30, 2012. THE VESTING PERIOD IS FIVE YEARS OF CONTINUOUS SERVICE FROM THE EFFECTIVE DATE OF JULY 1, 2011. DISTRIBUTION WILL BE MADE IN A SINGLE LUMP SUM PAYMENT AS OF THE FIRST OF THE MONTH FOLLOWING SEPARATION FROM SERVICE. THE ORGANIZATION HAS CONTRIBUTED $15,000 TO THE PLAN IN FISCAL YEAR 2014. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2011-09-08 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | FOR CAPITAL CAMPAIGN CONSTRUCTION AND PAY OFF MDFA BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $6,525,000 | RetiredAmt |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| Refunding Escrow | $4,476,851 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $185,143 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,338,316 | CapitalExpendituresAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,423 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 700 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,553 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF GIFTS RECEIVED FOR THE NUMBER OF SECURITIES. FOR THE REMAINDER NON-CASH CONTRIBUTIONS, THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION USES A THIRD PARTY VENDOR, CAR PROGRAM, INC., FOR VEHICLE DONATIONS TO THE ORGANIZATION. THE VENDOR PICKS UP AND DISPOSES THE VEHICLE FOR THE ORGANIZATION AND REMITS PAYMENT LESS DISPOSAL EXPENSES AND CONTRACTUAL FEES TO THE ORGANIZATION. CAR PROGRAM, INC. IS RESPONSIBLE FOR PROVIDING APPROPRIATE DOCUMENTATION TO THE DONOR AND FILING THE APPROPRIATE FORMS WITH THE IRS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ANNUAL FEDERAL FORM 990 IS FIRST REVIEWED BY SENIOR MEMBERS OF FINANCE MANAGEMENT. ONCE THIS INTERNAL REVIEW IS COMPLETE, THE RETURN IS DISTRIBUTED TO AND REVIEWED BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. THIS SUBCOMMITTEE CONSISTS OF CHAIRS OF THE GOVERNANCE, AUDIT, AND FINANCE COMMITTEES. A REVIEW/INPUT IS PROVIDED BY THIS SUBCOMMITTEE, AND THEN THE FULL BOARD IS PROVIDED THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, TRUSTEES, BOARD MEMBERS, AND STAFF WITH THE ORGANIZATION 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 OF INTEREST SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THAT DIRECTOR SHALL NOT VOTE ON THE MATTER AND SHALL NOT USE PERSONAL INFLUENCE. THIS DOES NOT EXCLUDE ANY DIRECTOR WHO IS EXCLUDED FROM VOTING BECAUSE OF A CONFLICT OF INTEREST FROM BRIEFLY STATING HIS OR HER POSITION AND ANSWERING PERTINENT QUESTIONS IN ORDER TO ASSIST THE BOARD IN ITS DECISION MAKING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HOME PARTICIPATES IN SALARY SURVEYS FOR THE NOT-FOR-PROFIT SECTOR ON A REGULAR BASIS (FOR ALL POSITIONS). THE RESULTS OF THE SURVEY ARE SHARED WITH ALL THE ORGANIZATIONS WHO PARTICIPATED IN THE SURVEY. THE HOMES RECRUITING FUNCTION IS ALSO BENCHING SALARIES AGAINST POSITIONS POSTED AT OTHER EMPLOYERS IN THE AREA. FINALLY, WE HAVE AN EXTERNAL REVIEW PROVIDED YEARLY BY BRENDA K. CURLEY COMPENSATION CONSULTING IN ANTICIPATION OF EACH MERIT CYCLE. THE LATEST RESULTS WERE LAST PROVIDED IN JUNE 2014. IN APRIL 2014, AN ADDITIONAL COMPENSATION STUDY OF THE TOP POSITIONS WAS COMMISSIONED BY THE HOME FOR LITTLE WANDERERS' BOARD OF DIRECTORS. THIS STUDY WAS PERFORMED BY THE MARSH & MCLENNAN AGENCY (PREVIOUSLY THE BOSTONIAN GROUP). THE POSITIONS REVIEWED INCLUDED: 1) PRESIDENT & CEO 2) TOP FINANCE & ADMINISTRATION EXECUTIVE 3) TOP DEVELOPMENT EXECUTIVE 4) TOP PROGRAM EXECUTIVE 5) TOP HUMAN RESOURCES EXECUTIVE 6) TOP QUALITY EXECUTIVE THE FOLLOWING STEPS WITH RESPECT TO COMPENSATION REVIEW OF THE TOP HOME FOR LITTLE WANDERERS EXECUTIVES WERE OUTLINED BY THE GOVERNANCE & RISK MANAGEMENT COMMITTEE ON JUNE 2010: - THE CEO COMPLETES A SELF-EVALUATION FOR HERSELF AS WELL AS EVALUATIONS FOR THE REST OF THE EXECUTIVE MANAGEMENT TEAM. THE CEO'S SELF-EVALUATION IS SENT TO THE CHAIR OF THE COMPENSATION COMMITTEE FOR DISTRIBUTION TO COMMITTEE MEMBERS. - HUMAN RESOURCES WILL PROVIDE THE COMMITTEE WITH SALARY BENCHMARK DATA - COMMITTEE WILL MEET TO DISCUSS PERFORMANCE AND RECOMMENDED SALARY ADJUSTMENTS AND BONUSES (IF ANY) FOR THE GROUP - MINUTES WILL BE KEPT OF THE COMMITTEE MEETINGS/DISCUSSIONS - INFORMATION ABOUT ANY COMPENSATION ADJUSTMENTS (EXCEPT FOR CEO'S) SENT TO HR FOR PROCESSING - THE COMMITTEE MEETS WITH THE FULL BOARD IN EXECUTIVE SESSION TO PROVIDE A RECOMMENDATION FOR THE CEO'S COMPENSATION ADJUSTMENT AND BONUS (IF ANY) - ANY BOARD APPROVED CHANGES ARE COMMUNICATED TO HUMAN RESOURCES FOR PROCESSING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104 (D). THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |