2012-03-29T13:23:29-05:00 2011-06-30 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2010-07-01 042545136 ELDER SERVICES OF THE MERRIMACK VALLEY INC ELDE 9786837747 360 MERRIMACK STREET BUILDING 5 LAWRENCE MA 01843 ROSANNE DISTEPHANO 9786837747 2012-03-05 1 MICHAEL HINCHEY 7813562000 2012-03-05 2010 2016-02-24 21:20:13Z ROSANNE DISTEFANO 360 MERRIMACK STREET BUILDING 5 LAWRENCE MA 01843 38113424 0 X WWW.ESMV.ORG X 1974 MA TO PROVIDE SERVICES BY CREATING PROGRAMS AND OPPORTUNITIES FOR THE ELDERLY. 20 18 229 300 0 0 667075 100787 34412895 37780933 26328 28083 262412 135746 35368710 38045549 1343973 1325123 0 0 9929765 10633023 0 0 33129 22800380 25229761 34074118 37187907 1294592 857642 10443607 10156379 4818284 3676346 5625323 6480033 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 10320934 10754351 CHOICES PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 1,029 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS 5899582 6113296 HOME CARE PURCHASED SERVICES - PROVIDED COMMUNITY BASED SERVICES TO 3,086 LOW INCOME, FRAIL ELDERS THROUGH THIRD PARTY CONTRACTS. 3673933 2828096 HOME CARE CASE MANAGEMENT - PROVIDES COMMUNITY BASED CASE MANAGEMENT MONITORING SERVICES FOR 3,086 LOW INCOME, FRAIL ELDERS. 14456251 18183195 OTHER PROGRAMS AND SERVICES TO ASSIST AND IMPROVE THE LIFE OF ELDERS 14456251 18183195 34350700 1 0 0 1 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 22 0 1 229 1 0 0 0 0 0 1 1 0 0 0 0 X 20 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 ROSANNE DISTEFANO 38.00 X X 145979 0 6574 WILLIAM CHRISEMER 38.00 X X 116023 0 13637 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 ENNIS DUFFIS 1.00 X 0 0 0 H CROWELL FREEMAN 1.00 X 0 0 0 NANCY GUMP 1.00 X X 0 0 0 EDWARD IRVIN 1.00 X 0 0 0 CORINNE LACHARITE 1.00 X 0 0 0 GRACE LAGANA 1.00 X 0 0 0 LAURA DILLINGHAM-MAILMAN 1.00 X X 0 0 0 JUDITH POST 1.00 X 0 0 0 COLLEEN RANSHAW-FIORELLO 1.00 X 0 0 0 ROSEANN ROBILLARD 1.00 X X 0 0 0 MICHAEL RURAK 1.00 X 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 BRENDA SWEENY 1.00 X 0 0 0 LEE THORNTON 1.00 X 0 0 0 262002 0 20211 2 0 1 0 MULTICULTURAL HOMECARE INC 330 LYNN WAY SUITE 303 LYNN MA 01902 SUB-CONTRACT SERVICES TO ELDERS 4632017 HOME CARE INC 360 MERRIMACK STREET BLDG9 LAWRENCE MA 01843 SUB-CONTRACT SERVICES TO ELDERS 3880635 PERSONAL-TOUCH 15 TYNGSBORO ROAD UNIT 4B NORTH CHELMSFORD MA 01863 SUB-CONTRACT SERVICES TO ELDERS 2092946 COMMONWEALTH NURSING SERVICES 40 CHURCH STREET 4TH FL LOWELL MA 01852 SUB-CONTRACT SERVICES TO ELDERS 1863449 INTERCITY HOME HEALTHCARE 11 DARTMOUTH STREET MALDEN MA 02148 SUB-CONTRACT SERVICES TO ELDERS 1723922 25 34277 66510 1271 100787 CONTRACT REVENUE 900099 30602444 30602444 GRANTS 900099 7178489 7178489 37780933 23560 23560 30503 25980 4523 4523 4523 79636 34277 41895 37741 37741 MISCELLANEOUS REVENUE 900099 98005 98005 98005 38045549 37878938 0 65824 1325123 1325123 282214 282214 8307620 6956269 1347361 3990 197498 149683 47696 119 1233535 1000623 232350 562 612156 497764 114086 306 2915 2900 15 43520 43520 47030 12930 32275 1825 53918 39380 14016 522 591939 383018 194551 14370 198870 3275 194345 1250 463215 367854 95208 153 229377 218179 11157 41 50673 32929 16494 1250 128785 27292 101493 67917 53379 14517 21 SUBCONTRACT PROGRAM SER 23280102 23280102 NON-REIMBURSEMENT COSTS 54060 54060 TEMPORARY HELP 17440 8720 8720 37187907 34350700 2804078 33129 3831364 3013229 5930313 6337472 364 113168 160820 889341 670361 323736 218980 25934 398878 218728 27000 10443607 10156379 4640516 3509845 121257 83084 56511 83417 4818284 3676346 X 5625323 6480033 5625323 6480033 10443607 10156379 X 857642 -2932 X X 0 1 1 X 1 1 X 320642 456991 753729 667075 117825 2316262 26088119 30105929 33096679 34412895 37780933 161484555 26408761 30562920 33850408 35079970 37898758 163800817 0 63614 53845 117459 63614 53845 117459 163683358 128248 67910 27207 26223 28083 277671 128248 67910 27207 26223 28083 277671 76949 131741 15632 262412 242743 729477 26613958 30762571 33893247 35368605 38169584 164807965 0.99320 0.00170 X 0 0 0 0 0 0 1 0 0 1 0 0 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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 519190 462171 161961 370151 208190 57019 218980 38045549 37187907 857642 -2932 -2932 854710 38147765 -2932 63253 60321 38087444 -41895 -41895 38045549 37293055 63253 41895 105148 37187907 0 37187907 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 -41,895. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON FORM 990 41,895. GOLF TOURNAMENT 54331 34277 20054 11842 8212 WALKATHON 25891 25891 8903 6 33691 33691 12938 113913 34277 79636 11842 30053 41895 37741 1 GREATER LAWRENCE TECH (MVNP) 57 RIVER ROAD ANDOVER MA 01810 042373134 793310 OPERATING SUPPORT MERRIMACK VALLEY LEGAL SVCS 35 JOHN STREET STE 302 LOWELL MA 01852 237381007 65523 OPERATING SUPPORT HOMECARE INC 360 MERRIMACK ST BLDG 9 LAWRENCE MA 01843 042854358 27475 OPERATING SUPPORT LAWRENCE COUNCIL ON AGING 155 HAVERHILL ST LAWRENCE MA 01840 046001394 11365 OPERATING SUPPORT IMMIGRANTS ASSISTANCE CTR 58 CRAPO STREET NEW BEDFORD MA 02740 042530980 12000 OPERATING SUPPORT RUSSIAN COMMUNITY ASSOCIATION OF MA INC 1845 COMMONWEALTH AVENUE BOSTON MA 02134 043102943 14000 OPERATING SUPPORT ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT ST BOSTON MA 02111 042304133 18132 OPERATING SUPPORT COMMONWEALTH CARE ALLIANCE 148 STATE ST 10TH FLOOR BOSTON MA 02109 043756900 8000 OPERATING SUPPORT ASIAN CTR OF THE MERRIMACK VALLEY INC 1 BALLARD WAY LAWRENCE MA 01843 743093665 11455 OPERATING SUPPORT INT'L INSTITUTE OF LOWELL 144 MERRIMACK ST LOWELL MA 01852 043102943 10833 OPERATING SUPPORT HOLYOKE COMMUNITY COLLEGE FOUNDATION INC 303 HOMESTEAD AVE HOLYOKE MA 01040 237181691 8000 OPERATING SUPPORT VNA OF GREATER LOWELL 336 CENTRAL ST LOWELL MA 01853 042103812 8000 OPERATING SUPPORT HESSCO ELDER SERVICES 1 MERCHANT ST SHARON MA 02067 043060989 7388 OPERATING SUPPORT ETHOS 555 ARMORY ST JAMAICA PLAIN MA 02130 237304163 44444 OPERATING SUPPORT ELDER SERVICES OF BERKSHIRE COUNTY INC 66 WENDELL AVE PITTSFIELD MA 01201 042542001 10267 OPERATING SUPPORT GREATER BOSTON CHINESE GOLDEN AGE CENTER 75 KNEELAND ST SUITE 204 BOSTON MA 02111 237181452 7000 OPERATING SUPPORT GREATER LYNN SENIOR SERVICES INC 8 SILSBEE ST LYNN MA 01901 042581129 6500 OPERATING SUPPORT HEBREW REHABILITATION CENTER 1200 CENTRE ST BOSTON MA 02131 042104298 77303 OPERATING SUPPORT MYSTIC VALLEY ELDER SERVICES INC 300 COMMERCIAL ST 19 MALDEN MA 02148 042562646 19452 OPERATING SUPPORT NORTH SHORE ELDER SERVICES INC 152 SYLVAN ST DANVERS MA 01923 042595072 6000 OPERATING SUPPORT NORTHEAST INDEPENDENT LIVING PROGRAM INC 20 BALLARD ROAD LAWRENCE MA 01843 042701631 123600 OPERATING SUPPORT SENIORCARE INC 5 BLACKBURN CENTER GLOUCESTER MA 01930 042512171 5500 OPERATING SUPPORT SOMERVILLE-CAMBRIDGE ELDER SERVICES INC 61 MEDFORD ST SOMERVILLE MA 02143 042515020 6000 OPERATING SUPPORT TEMPLETON COUNCIL ON AGEING 135 PATRIOTS ROAD EAST TEMPLETON MA 01438 412090877 5309 OPERATING SUPPORT TOWN OF YARMOUTH SENIOR SERVICES 1146 ROUTE 28 SOUTH YARMOUTH MA 02664 046001377 10267 OPERATING SUPPORT VIETNAMESE-AMERICAN CIVIC ASSOCIATION 1452 DORCHESTER AVE 3RD FLOOR DORCHESTER MA 02122 042844165 8000 OPERATING SUPPORT 26 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 145979 0 0 0 0 0 0 0 6574 0 152553 0 145155 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 ANUAL 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: -2,932. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE METHODS USED BY THE COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. CHELMSFORD HOUSING ELDER PARTNERSHIP INC 10 WILSON STREET CHELMSFORD MA 01824 311758237 SECTION 202 AFFORDABLE HOUSING MA 501(C)(3) LINE 7 ELDER SERVICES OF THE MERRIMACK VALLEY INC 0 WESTFORD INITIATIVE FOR SENIOR HOUSING INC 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