2011-03-14T16:51:08-05:00 2010-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2009-07-01 237100726 WORKINCORPORATED WORK 6173280300 25 BEACH STREET DORCHESTER MA 02122 DAVID ANDERSON 6173283000 2011-03-11 1 JOEL ARONSON CPA 5083669100 2009 2016-02-24 21:20:13Z DAVID ANDERSON 25 Beach Street Dorchester MA 02122 20483244 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 10 958 0 342756 96082 11498782 10427492 8125783 9534268 124480 54442 160247 413935 19909292 20430137 0 0 14754858 14558466 36600 0 0 4055529 5216885 18846987 19775351 1062305 654786 25716095 27016582 14245297 14850399 11470798 12166183 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 8221680 8876855 INDUSTRIAL AND COMMERCIAL: Provides direct employment to 110 individuals with disabilities through custodial, mail room, food service and landscape contracts with the Federal government in 14 SITES located in Boston, Natick, Andover AND NEW BEDFORD. 4936735 613384 RESIDENTIAL: Provide residential support services to 175 individuals with developmental disabilities, mental illness and/or significant physical disabilities, through two distinct program models. The Supported Living program provides customized support to 70 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 two-year certification on its recent external review from DSS's Survey and Certification process. 3623944 26415 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, 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. 401374 17614 TRANSPORTATION: TO PROVIDE TRANSPORTATION TO INDIVIDUALS WITH DISABILITIES TO AND FROM REHABILITATION WORK AND BACK TO THEIR HOMES. 401374 17614 17183733 1 1 0 1 0 0 0 0 0 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 1 29 0 1 958 1 1 1 0 0 0 0 0 0 0 0 0 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 A MICHAEL STORLAZZI 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 0 0 0 TACKEY CHAN 1.50 X 0 0 0 DONALD UVANITTE 1.50 X 0 0 0 PHIL DOULD 1.50 X X 0 0 0 Catherine O'Neill 37.50 X 0 0 0 JAMES CASSETTA 37.50 X 215617 0 10036 SHARON SMITH 37.50 X 145280 0 10036 DAVE ANDERSON 37.50 X 127376 0 0 Joanne Levine 37.50 X 122739 0 5018 611012 0 25090 4 0 1 0 0 63229 10211344 152919 10427492 COMMERCIAL SERVICES 900099 8876855 8876855 PRIVATE FEES 900099 657413 657413 9534268 54442 54442 44500 44500 44500 44500 52684 63229 53107 -423 -423 PASS THROUGH FROM FM&M 561000 271781 271781 Management Fees 561000 70975 70975 MISCELLANEOUS 900099 27102 27102 369858 20430137 9605870 342756 54019 670841 670841 11858288 11290371 567917 948487 895966 52521 1080850 949905 130945 38869 38869 57650 57650 18000 18000 110 110 355500 210411 145089 1489436 968702 520734 393126 372739 20387 685992 577209 108783 127311 124044 3267 PROGRAM SUPPLIES 911920 865539 46381 COMMISsIONS 285700 285700 OTHER 216025 85195 130830 SUBCONTRACTED LABOR 174060 159994 14066 subcontracted services 163480 130739 32741 299706 267109 32597 19775351 17183733 2591618 0 569404 548586 2469312 3724170 338091 113666 1337402 1706234 122938 114876 170149 131750 22446891 4482256 13974098 17964635 261637 450666 6473064 2261999 25716095 27016582 1562721 2190515 12598307 12559612 84269 100272 14245297 14850399 X 11335874 12166183 134924 0 11470798 12166183 25716095 27016582 X 0 1 1 X 1 1 X 10444068 11235764 11833296 11498782 10427492 55439402 7676379 7600410 7665656 8086360 9586952 40615757 18120447 18836174 19498952 19585142 20014444 96055159 0 0 0 96055159 155244 240931 229702 160286 98942 885105 84039 121893 76723 151583 342756 776994 239283 362824 306425 311869 441698 1662099 23330 17433 33041 12281 27102 113187 18383060 19216431 19838418 19909292 20483244 97830445 0.98190 0.98780 0.01700 0.00920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 18000 0 0 18000 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: LOBBIES THE COMMONWEALTH OF MASSachusetts FOR STATE CONTRACTS. 2477045 2477045 14968077 1577723 13390354 1862606 1142410 720196 1500852 802997 697855 1638311 959126 679185 17964635 Due to/from affiliate 293948 Goodwill 82168 INVESTMENT IN FOR-PROFIT SUBSIDIARY 500335 CASH SURRENDER VALUE 185018 FINANCING FEES 486019 Property Held for Sale 714511 2261999 DEFERRED COMPENSATION 100272 100272 20430137 19775351 654786 599 40000 40599 695385 23996936 599 3837981 3838580 20158356 271781 271781 20430137 23377618 3602267 3602267 19775351 0 19775351 Part XI, Line 8 - Other Adjustments: DIVIDEND FROM AFFILIATE: 40000. Part XII, Line 2d - Other Adjustments: Affiliate Revenue: 3837981. Part XII, Line 4b - Other Adjustments: PASSTHROUGH FM&M: 271781. Part XIII, Line 2d - Other Adjustments: Affiliate Expenses: 3602267. AWARDS NIGHT 73276 44896 28380 28665 GOLF TOURNAMENT 42637 18333 24304 21779 2530 0 115913 63229 52684 21779 31195 52974 -290 X X X X 0 1 0 0 0 0 0 0 0 JAMES CASSETTA 215617 0 0 0 0 0 0 0 10036 0 225653 0 0 0 SHARON SMITH 145280 0 0 0 0 0 0 0 10036 0 155316 0 0 0 Part I, Line 4a James Cassetta participates in an Internal Revenue Code Section 457(b) plan. City of Boston Commonwealth of Massachusetts Industrial Development Finan 046001380 2008-08-28 8000000 Acquisition, construction, and equipping of a new facility in Dorchester, Ma 0 0 City of Boston Commonwealth of Massachusetts Industrial Development Finan 046001380 2008-08-28 2500000 Acquisition, construction, and equipping of a new facility in Dorchester, Ma 0 0 8047196 104014 7943182 0 0 1 1 2544696 32504 2512192 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 JAMES FLANAGAN JAMES FLANAGAN IS the a member of the BOARD AND CHAIRMAN OF WORK, INC. 13811 WORK, INC. PURCHASES A DIRECTORS AND OFFICERS INSURANCE PLAN THROUGH AN INSURANCE AGENCY, OF WHICH A BOARD MEMBER IS A PRINCIPAL. THE PREMIUM ON THIS POLICY WAS $13,811 FOR FISCAL YEAR 2010. 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. Form 990, Part XI, Line 2c Explanation 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 SUPPORTIVE LIVING PROGRAM INC 25 Beach Street dorchester MA 02122 043272590 PROVISION OF LOW INCOME HOUSING MA 501(C)(3) PRIVATE FOUNDATION wORK INC 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 facilities management & maintenance D 134500 FAcilities management & maintenance - Loan Repayment R 85000 Facilities management & maintenance A 9213 WEst roxbury residences inc D 61343 Supported living program inc D 58105 FAcilities management & maintenance D 35478 Facilities management & maintenance K 70975 wEst roxbury residences inc O 135 facilities management & maintenance R 90000 supported living program inc P 640