2013-02-13T08:14:19-06:00 2012-06-30 043121055 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2011-07-01 042545136 ELDER SERVICES OF THE MERRIMACK VALLEY INC ELDE 9786837747 360 MERRIMACK STREET BUILDING 5 LAWRENCE MA 01843 ROSANNE DISTEPHANO 9786837747 2013-02-05 1 MICHAEL HINCHEY P00451160 7813562000 2013-02-05 2011 2016-03-07 17:11:31Z ROSANNE DISTEFANO 360 MERRIMACK STREET BUILDING 5 LAWRENCE MA 01843 40983653 0 X WWW.ESMV.ORG X 1974 MA TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR THE ELDERLY. 22 18 258 414 0 0 100787 193429 37780933 40486688 28083 30317 135746 99111 38045549 40809545 1325123 1138155 0 0 10633023 12381137 0 0 35644 25229761 28081769 37187907 41601061 857642 -791516 10156379 9730797 3676346 4051475 6480033 5679322 X TO ENSURE THAT THE CHOICES OF PROGRAMS AND SERVICES ARE AVAILABLE AND ACCESSIBLE TO MEET THE DIVERSE NEEDS AND CHANGING LIFESTYLES OF OLDER ADULTS. 0 0 10736331 10971945 CHOICES COMMUNITY BASED IN-HOME SERVICES - SUBCONTRACTED PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 921 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS 6939323 6831254 BASIC COMMUNITY BASED IN-HOME SERVICES - SUBCONTRACTED PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 3,247 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 4178408 2912012 BASIC COMMUNITY BASED IN-HOME SERVICES - CASE MANAGEMENT - PROVIDES COMMUNITY BASED CASE MANAGEMENT MONITORING SERVICES FOR 3,247 LOW INCOME, FRAIL ELDERS. 16748065 19771477 OTHER PROGRAMS AND SERVICES TO ASSIST AND IMPROVE THE LIFE OF ELDERS 16748065 19771477 38602127 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 25 0 1 258 1 0 0 0 0 0 1 1 0 0 0 0 X 22 18 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 360 MERRIMACK ST BUILDING 5 LAWRENCE MA 01843 REV ENNIS DUFFIS 1.00 X 0 0 0 H CROWELL FREEMAN 1.00 X 0 0 0 EDWARD IRVIN 1.00 X 0 0 0 CORINNE LACHARITE 1.00 X 0 0 0 JUDITH POST 1.00 X 0 0 0 JOANNE SHEEHAN 1.00 X 0 0 0 JOHN SIMONS 1.00 X 0 0 0 BARBARA SOMERS 1.00 X 0 0 0 GRACE ANN STEED 1.00 X 0 0 0 LEE THORNTON 1.00 X 0 0 0 MAURICE E BALBONI 1.00 X 0 0 0 PAMELA BLAQUIERE 1.00 X 0 0 0 G DEAN CLEGHORN 1.00 X 0 0 0 LORRAINE CHRISTEDES 1.00 X 0 0 0 GRACE LAGANA 1.00 X 0 0 0 SANDRA LEVIN 1.00 X 0 0 0 COLLEEN RANSHAW-FIORELLO 1.00 X 0 0 0 BRENDA SWEENY 1.00 X 0 0 0 WILLIAM CHRISEMER 37.50 X 122870 0 14322 ROSEANN ROBILLARD 1.00 X 0 0 0 NANCY GUMP 1.00 X 0 0 0 MICHAEL RURAK 1.00 X 0 0 0 LAURA DILLINGHAM-MAILMAN 1.00 X 0 0 0 ROSANNE DISTEFANO 37.50 X 160963 0 6925 ANNE PROLI CATALDO 37.50 X 112346 0 14291 JOAN HATEM-ROY 37.50 X 103430 0 14265 499609 0 49803 4 0 1 0 MULTICULTURAL HOMECARE INC 330 LYNN WAY SUITE 303 LYNN MA 01902 SUB-CONTRACT SERVICES TO ELDERS 4942601 HOME CARE INC 360 MERRIMACK STREET BLDG9 LAWRENCE MA 01843 SUB-CONTRACT SERVICES TO ELDERS 4118874 BRING CARE HOME INC 10 SOUTH MAIN ST STE 208 TOPSFIELD MA 01983 SUB-CONTRACT SERVICES TO ELDERS 2023432 BLUE CROSS CLUE SHIELD PO BOX 371318 PITTSBURGH PA 15250 HEALTH & DENTAL FOR EMPLOYEES 1692166 INTERCITY HOMEMAKER SERVICES INC 11 DARTMOUTH STREET MALDEN MA 02148 SUB-CONTRACT SERVICES TO ELDERS 1664880 27 76535 116894 193429 CONTRACT REVENUE 900099 31594207 31594207 GRANTS 900099 8892481 8892481 40486688 31538 31538 125828 127049 -1221 -1221 -1221 47059 76535 47059 0 MISCELLANEOUS REVENUE 900099 99111 99111 99111 40809545 40584578 0 31538 1138155 1138155 305079 305079 9623543 8178938 1439438 5167 249718 187645 61957 116 1491220 1229518 260943 759 711577 587401 123830 346 531 531 45750 45750 64481 45227 18294 960 102415 88219 13696 500 574863 356721 195065 23077 205504 900 203604 1000 496084 409557 86271 256 289355 279983 9326 46 96717 55389 37941 3387 126718 22241 104477 59834 47259 12545 30 SUBCONTRACT PROGRAM SER 25920128 25920128 BAD DEBTS 54315 54315 TEMPORARY HELP 40484 40484 NON-REIMBURSEMENT COSTS 4590 4590 41601061 38602127 2963290 35644 3013229 1126424 6337472 7419058 160820 144172 1342079 730250 218980 611829 398878 402314 27000 27000 10156379 9730797 3509845 3919252 83084 50491 83417 81732 3676346 4051475 X 6480033 5679322 6480033 5679322 10156379 9730797 X -791516 -9195 X X 0 1 1 X 1 1 X 456991 753729 667075 117825 240868 2236488 30105929 33096679 34412895 37780933 40486688 175883124 30562920 33850408 35079970 37898758 40727556 178119612 0 63614 53845 117459 63614 53845 117459 178002153 67910 27207 26223 28083 30317 179740 67910 27207 26223 28083 30317 179740 131741 15632 262412 242743 99111 751639 30762571 33893247 35368605 38169584 40856984 179050991 0.99410 0.99320 0.00100 0.00170 X 0 0 0 0 0 0 1 0 0 1 0 0 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 469838 441063 28775 872241 289187 583054 611829 40809545 41601061 -791516 -9195 -9195 -800711 40934953 -9195 87544 78349 40856604 -47059 -47059 40809545 41735664 87544 47059 134603 41601061 0 41601061 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -47,059. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON FORM 990 47,059. GOLF TOURNAMENT 68435 41756 26679 26679 VENETIAN GALA 29000 18072 10928 10928 4 26159 16707 9452 9452 123594 76535 47059 47059 47059 0 1 GREATER LAWRENCE TECH (MVNP) 57 RIVER ROAD ANDOVER MA 01810 042373134 761287 OPERATING SUPPORT MERRIMACK VALLEY LEGAL SVCS 35 JOHN STREET STE 302 LOWELL MA 01852 237381007 73339 OPERATING SUPPORT HOMECARE INC 360 MERRIMACK ST BLDG 9 LAWRENCE MA 01843 042854358 23724 OPERATING SUPPORT LAWRENCE COUNCIL ON AGING 155 HAVERHILL ST LAWRENCE MA 01840 046001394 5466 OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT ST BOSTON MA 02111 042304133 11868 OPERATING SUPPORT OPERATING SUPPORT ASIAN CTR OF THE MERRIMACK VALLEY INC 1 BALLARD WAY LAWRENCE MA 01843 743093665 7208 OPERATING SUPPORT INTERNATIONAL INSTITUTE OF LOWELL 144 MERRIMACK ST LOWELL MA 01852 043102943 9943 OPERATING SUPPORT OPERATING SUPPORT VNA OF GREATER LOWELL 336 CENTRAL ST LOWELL MA 01853 042103812 8000 OPERATING SUPPORT OPERATING SUPPORT ETHOS 555 ARMORY ST JAMAICA PLAIN MA 02130 237304163 35556 OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT HEBREW REHABILITATION CENTER 1200 CENTRE ST BOSTON MA 02131 042104298 52197 OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT NORTHEAST INDEPENDENT LIVING PROGRAM INC 20 BALLARD ROAD LAWRENCE MA 01843 042701631 105000 OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT OPERATING SUPPORT 11 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 160963 0 0 0 0 0 0 0 6925 0 167888 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -9,195. 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. PART III, QUESTION 2 DURING THE YEAR ENDED JUNE 30, 2012, THE ORGANIZATION LAUNCHED THE COMMUNITY CARE TRANSITION PROGRAM. 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 360 MERRIMACK STREET LAWRENCE MA 01843 202208697 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 1 0 0 0 0 0 0 0