2013-05-15T09:46:08-05:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 237100726 WORKINCORPORATED WORK 6173280300 25 BEACH STREET DORCHESTER MA 02122 DAVID ANDERSON 6173283000 2013-05-14 1 DAVID F TURNER JR CPA P01584755 5083669100 2013-05-06 2011 2016-02-24 21:20:13Z DAVID ANDERSON 25 BEACH STREET DORCHESTER MA 02122 23506529 0 X WWW.WORKINC.ORG X 1970 MA IT IS THE MISSION OF WORK, INC., TO JOIN WITH OTHERS IN CREATING THE CONDITIONS UNDER WHICH ALL PERSONS WITH DISABILTIES WILL EXPERIENCE A POSITIVE LIVING AND WORKING ENVIRONMENT. 11 10 939 27 204043 41049 12107542 12808856 10394900 10346819 40703 35342 406279 223865 22949424 23414882 0 0 0 0 15706653 16278964 0 0 0 6082124 6087601 21788777 22366565 1160647 1048317 28486949 28631096 15086199 14169801 13400750 14461295 X IT IS THE MISSION OF WORK, INC., TO JOIN WITH OTHERS IN CREATING THE CONDITIONS UNDER WHICH ALL PERSONS WITH DISABILTIES WILL EXPERIENCE:-PRESENCE AND PARTICIPATION IN COMMUNITY LIFE-OPPORTUNITIES TO DEVELOP AND EXCERCISE COMPETENCE-ENCOURAGEMENT TO MAKE CHOICES IN THE PURSUIT OF PERSONAL GROWTH-OPPORTUNITIES TO DEVELOP GOOD RELATIONSHIPS WITH FAMILY, FRIENDS, NEIGHBORS AND PEERS-RESPECT AND DIGNITY THROUGH THE PROMOTION OF HUMAN AND CIVIL RIGHTS-PROTECTION FROM ABUSE AND NEGLECT-ASSURANCES THAT SERVICES ARE FLEXIBLE, PERSON-CENTERED AND DELIVERED BY TRAINED PERSONNEL-RESPECT FOR THEIR UNIQUE ETHNIC AND CULTURAL BACKGROUNDS-THE CHANCE TO TAKE RISKS AND HAVE EXPERIENCES THAT PROMOTE GROWTH AND DEVELOPMENT-OPPORTUNITIES FOR SELF-ADVOCACY THAT EMPOWER INDIVIDUALS AND THEIR FAMILIES TO ARTICULATE THEIR NEEDS AND DESIRES. 0 0 8870184 9590414 INDUSTRIAL AND COMMERCIAL: PROVIDES DIRECT EMPLOYMENT TO APPROXIMATELY 100 INDIVIDUALS WITH DISABILITIES THROUGH CUSTODIAL, MAIL ROOM, FOOD SERVICE AND LANDSCAPE CONTRACTS WITH THE FEDERAL GOVERNMENT IN 14 SITES LOCATED IN BOSTON, NATICK, ANDOVER, MILFORD AND NEW BEDFORD. 6692087 730191 RESIDENTIAL: PROVIDE RESIDENTIAL SUPPORT SERVICES TO APPROXIMATELY 125 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND/OR SIGNIFICANT PHYSICAL DISABILITIES, THROUGH TWO DISTINCT PROGRAM MODELS, SUPPORTED LIVING AND 24 HOUR RESIDENTIAL. THE SUPPORTED LIVING PROGRAM PROVIDES CUSTOMIZED SUPPORT TO INDIVIDUALS BASED ON THEIR UNIQUE NEEDS. SERVICES INCLUDE BUT ARE NOT LIMITED TO PERSONAL CARE, MEDICAL ADVOCACY, FINANCIAL ASSISTANCE, SOCIAL SKILLS TRAINING, COUNSELING AND SUPPORT. THE 24 HOUR RESIDENTIAL PROGRAM RECEIVED A CERTIFICATION ON ITS MOST RECENT EXTERNAL REVIEW FROM THE CARF AND QUEST CERTIFICATION PROCESS. 3274888 36576 EMPLOYMENT: PROVIDES INDIVIDUAL SUPPORTED AND CENTER BASED EMPLOYMENT TO OVER 250 INDIVIDUALS WITH A VARIETY OF DISABILITIES INCLUDING THOSE WHO ARE DEAF AND HARD OF HEARING THROUGH OUR PIONEERING JOB PLACEMENT PROGRAM AND WORKSOURCE, OUR FLAGSHIP CAREER PLACEMENT PROGRAM. SERVICES INCLUDE CAREER COUNSELING, SITUATIONAL ASSESSMENTS, PLANNING, JOB SEARCH ASSISTANCE, JOB COACHING, COMMUNITY BASED DAY PROGRAMS AND ONGOING SUPPORT AS NEEDED. LOCATED IN BOSTON, QUINCY, FITCHBURG AND NEW BEDFORD. WORK,INC. EXPANDED ITS REACH AND NOW SERVES CONSTITUENTS FROM DSS, MRC, DTA, MCB, DMH, WHILE ALSO ACCEPTING PRIVATE PAYMENT. 359924 34507 TRANSPORTATION: TO PROVIDE TRANSPORTATION TO INDIVIDUALS WITH DISABILITIES TO AND FROM REHABILITATION WORK AND BACK TO THEIR HOMES. 359924 34507 19197083 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 66 0 1 939 1 1 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X DAVID ANDERSON 6176911500 25 BEACH STREET DORCHESTER MA 021222734 JAMES FLANAGAN 2.00 X X 0 0 0 MARY LOU DRISCOLL 2.00 X X 0 0 0 ARTHUR CONNELLY 1.50 X 0 0 0 HENRY LEVIN 1.50 X 0 0 0 DONALD MCNALLY 1.50 X 0 0 0 RICHARD STARFIELD 1.50 X X 0 0 0 TACKEY CHAN 1.50 X 0 0 0 DONALD UVANITTE 1.50 X 0 0 0 PHIL DOULD 2.00 X X 0 0 0 DAVE ANDERSON 37.50 X X 140452 0 0 PHILIP J CARVER 1.50 X 0 0 0 JAMES CASSETTA 37.50 X 375502 0 10036 SHARON SMITH 37.50 X 155068 0 10036 671022 0 20072 4 0 1 0 TATA & HOWARD 67 FOREST STREET MARLBOROUGH MA 01752 ENVIRONMENTAL REMEDIATION 119390 1 74640 12532443 201773 12808856 COMMERCIAL SERVICES 900099 9560151 9560151 PRIVATE FEES 900099 786668 786668 10346819 35342 35342 19658 0 19658 19658 19658 66600 74640 91647 -25047 -25047 MANAGEMENT FEES 561000 112047 112047 PASS THROUGH FROM FM&M 561000 91996 91996 MISCELLANEOUS 900099 25211 25211 229254 23414882 10391688 204043 10295 688350 688350 13435010 12790575 644435 933165 864734 68431 1222439 1107935 114504 77137 77137 82955 82955 18000 18000 240 240 407096 235248 171848 1539176 868365 670811 436649 418568 18081 846719 524702 322017 313378 286496 26882 PROGRAM SUPPLIES 1069101 1027464 41637 COMMISSIONS 319328 319328 OTHER 232945 142165 90780 SUBCONTRACTED SERVICES 229269 182711 46558 515608 428552 87056 22366565 19197083 3169482 0 604744 456837 4999816 4947222 90499 63124 1586498 1874433 111722 113154 159810 191948 22571263 5344047 17518284 17227216 631414 813699 2784162 2943463 28486949 28631096 2576423 2794036 12392752 11242912 117024 132853 15086199 14169801 X 13400750 14461295 13400750 14461295 28486949 28631096 X 1048317 12228 X X 0 1 1 X 1 1 X 11833296 11498782 10427492 12107542 12808856 58675968 7665656 8086360 9533845 10371129 10321772 45978762 19498952 19585142 19961337 22478671 23130628 104654730 0 0 0 104654730 229702 160286 98942 70703 55000 614633 76723 151583 342756 323594 201008 1095664 306425 311869 441698 394297 256008 1710297 109764 163864 369858 177713 137258 958457 19915141 20060875 20772893 23050681 23523894 107323484 0.97510 0.97420 0.01590 0.01760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 18000 0 0 18000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBIES THE COMMONWEALTH OF MASSACHUSETTS FOR STATE CONTRACTS. 2436045 2436045 14554191 2171590 12382601 2356781 1140493 1216288 1540379 978127 562252 1683867 1053837 630030 17227216 DUE TO/FROM AFFILIATE 132481 GOODWILL 82168 INVESTMENT IN FOR-PROFIT SUBSIDIARY 814668 CASH SURRENDER VALUE 132853 FINANCING FEES 452881 PROPERTY HELD FOR SALE 1328412 2943463 DEFERRED COMPENSATION 132853 132853 23414882 22366565 1048317 1228 11000 12228 1060545 26597244 1228 3273130 3274358 23322886 91996 91996 23414882 25566882 3200317 3200317 22366565 0 22366565 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE AGENCY TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2012, THE AGENCY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE AGENCY FILES INFORMATIONAL RETURNS IN THE UNITED STATES (FEDERAL) AND MASSACHUSETTS (STATE) JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. THE AGENCY DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. PART XI, LINE 8 - OTHER ADJUSTMENTS: DUE FROM FM&M 11,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REVENUE 3,273,130. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH FM&M 91,996. PART XIII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES 3,200,317. AWARDS NIGHT 89605 72605 17000 19225 17922 11512 GOLF TOURNAMENT 51635 2035 49600 41852 1136 141240 74640 66600 19225 41852 17922 12648 91647 -25047 X X X X 0 1 0 0 0 0 0 0 0 JAMES CASSETTA 234081 0 43000 0 98421 0 0 0 10036 0 385538 0 0 0 SHARON SMITH 155068 0 0 0 0 0 0 0 10036 0 165104 0 0 0 PART I, LINE 4B JAMES CASSETTA PARTICIPATES IN AN INTERNAL REVENUE CODE SECTION 457(B) PLAN. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 046001380 2011-10-27 7865000 ACQUISITION, CONSTRUCTION AND EQUIPPING OF A FACILITY IN DORCHESTER, MA 0 0 0 7865000 7865000 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 JAMES FLANAGAN JAMES FLANAGAN IS A MEMBER OF THE BOARD AND CHAIRMAN OF WORK, INC. 79117 WORK, INC. PURCHASES CERTAIN INSURANCES PLAN THROUGH AN INSURANCE AGENCY, OF WHICH A BOARD MEMBER IS A PRINCIPAL. THE PREMIUM ON THIS POLICY WAS $79,117 FOR FISCAL YEAR 2012. 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 AT THE ANNUAL BOARD MEETING, THE YEAR END FINANCIAL RESULTS WERE APPROVED BY THE BOARD AND THE FORM 990 WAS PRESENTED. THE FORM 990 WAS CIRCULATED TO ALL BOARD MEMBERS PRIOR TO THAT MEETING. UPON REVIEW AND DISCUSSION, AND WITH CLARIFYING INFORMATION WHICH MAY BE REQUIRED BY THE BOARD, THE MEMBERS VOTE TO ACCEPT THE AUDITED FINANCIAL RESULTS. IF THE BOARD WANTS ADDITIONAL INFORMATION REGARDING THE FORM 990, REQUESTS MAY BE SUBMITTED FOR A BRIEF PERIOD AFTER THE BOARD MEETING TO THE CHIEF FINANCIAL OFFICER. ONCE THE REQUESTS FOR INFORMATION HAVE BEEN RECEIVED AND SATISFACTORILY ANSWERED, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES THAT ALL MEMBERS CONDUCT AN ANNUAL REVIEW FOR ANY CONFLICTS OF INTEREST AND SHOULD ANY ARISE, THAT THEY BE DISCLOSED TO THE BOARD AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE. THE COMMITTEE COMPARES THE SALARIES OF CEO'S WITHIN SIMILAR ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES. FINAL APPROVAL OF THE CEO'S SALARY AND BENEFITS PACKAGES IS DONE BY BOARD. ANNUAL REVIEW AND APPROVAL OF ALL EMPLOYEE SALARIES IS DONE THROUGH THE ANNUAL BUDGETING PROCESS, AND PER POLICY. THE BOARD APPROVES ALL SALARIES THROUGH ITS FINAL APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY ACCESS WORK, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMETNS THROUGH GUIDESTAR AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,228. DUE FROM FM&M 11,000. TOTAL TO FORM 990, PART XI, LINE 5: 12,228. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. WEST ROXBURY RESIDENCES INC 25 BEACH STREET DORCHESTER MA 02122 043272589 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) PUBLIC CHARITY WORK INC 0 SUPPORTIVE LIVING PROGRAM INC 25 BEACH STREET DORCHESTER MA 02122 043272590 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) PRIVATE FOUNDATION WORK INC 0 FACILITIES MANAGEMENT AND MAINTENANCE INC 108 MAVERICK STREET EAST BOSTON MA 02128 043278351 CLEANING AND MAINTENANCE SERVICES MA WORK INC S 100 100 1.00000 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 WEST ROXBURY RESIDENCES INC D 60757 CASH ADVANCES SUPPORTED LIVING PROGRAM INC D 57531 CASH ADVANCES FACILITIES MANAGEMENT & MAINTENANCE D 45924 SERVICES PROVIDED FACILITIES MANAGEMENT & MAINTENANCE K 108900 SERVICES PROVIDED WEST ROXBURY RESIDENCES INC O 5032 REIMBURSEMENT FACILITIES MANAGEMENT & MAINTENANCE R 11000 DISTRIBUTION SUPPORTED LIVING PROGRAM INC P 2965 REIMBURSEMENT