2026-04-01T17:20:46-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-07-01 223154028 COMMUNITY SERVINGS INC COMM 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 DAVID B WATERS CHIEF EXECUTIVE OFFICER 6175227777 2026-03-30 1 1 AMANDA ADAMS P00748038 7813562000 2026-03-30 2024 2025-03-06 01:10:19Z DAVID B WATERS 179 AMORY STREET JAMAICA PLAIN MA 021304529 22001828 0 X WWW.SERVINGS.ORG X 1991 MA COMMUNITY SERVINGS IS A NOT-FOR-PROFIT FOOD AND NUTRITION PROGRAM PROVIDING (SEE SCHEDULE O) 23 23 216 9074 0 0 13757905 15218974 5488375 5553960 364085 349450 249684 270416 19860049 21392800 31200 290671 0 0 9978536 11440410 0 27500 2296166 9423122 10135626 19432858 21894207 427191 -501407 42156607 40130675 21239517 19712338 20917090 20418337 X COMMUNITY SERVINGS' MISSION IS TO ACTIVELY ENGAGE THE COMMUNITY TO PROVIDE MEDICALLY TAILORED, NUTRITIOUS, SCRATCH-MADE MEALS AND MEDICALLY TAILORED GROCERIES TO CHRONICALLY AND CRITICALLY ILL INDIVIDUALS AND THEIR FAMILIES. 0 0 15156359 0 5407216 FOOD AND NUTRITION PROGRAM - ANNUALLY, COMMUNITY SERVINGS PREPARES AND DELIVERS OVER 1,000,000 SCRATCH-MADE MEDICALLY TAILORED MEALS AND GROCERIES TO MORE THAN 3,000 INDIVIDUALS AND THEIR FAMILIES ACROSS MASSACHUSETTS. THE AGENCY'S STANDARD SERVICE INCLUDES FIVE DAYS' WORTH OF LUNCHES, DINNERS, AND SNACKS FOR EACH PRIMARY CLIENT, ALL DEPENDENT CHILDREN IN THE HOUSEHOLD, AND A CAREGIVER. 92 PERCENT OF COMMUNITY SERVINGS' CLIENTS ARE LIVING IN POVERTY, AND A LARGE PERCENTAGE IDENTIFY AS A PERSON OF COLOR. FAMILIES RECEIVE ABOUT A THIRD OF THE AGENCY'S MEALS.ADDITIONALLY, COMMUNITY SERVINGS PROVIDES NUTRITION EDUCATION AND COUNSELING TO THEIR CLIENTS AND THE BROADER COMMUNITY. APPROXIMATELY 70,000 HOURS OF VOLUNTEER SERVICES ARE DONATED BY COMMUNITY MEMBERS TO PREPARE, PACKAGE AND DELIVER MEALS. 1360096 0 0 FOOD & HEALTH POLICY - COMMUNITY SERVINGS WORKS TO ADDRESS THE NUTRITIONAL NEEDS OF SEVERELY ILL INDIVIDUALS AND EXPAND OUR MODEL OF HOME DELIVERED MEDICALLY TAILORED MEALS BY MAKING MEDICALLY TAILORED MEALS AN INTEGRATED PART OF THE HEALTHCARE DELIVERY AND PAYMENT SYSTEMS. TO ACHIEVE THIS, COMMUNITY SERVINGS UNDERTAKES RESEARCH, OUTREACH TO HEALTHCARE PROFESSIONALS AND POLICY MAKERS, AND PRODUCES AN ANNUAL SYMPOSIUM IN ADDITION TO PUBLISHING WHITE PAPERS TO SHARE OUR WORK AND INSIGHTS. 1057638 0 0 WORKFORCE DEVELOPMENT - COMMUNITY SERVINGS' FOOD SERVICE JOB TRAINING PROGRAM OFFERS A 12-WEEK CURRICULUM FOR INDIVIDUALS FACING BARRIERS TO EMPLOYMENT, INCLUDING COOKING AND LIFE SKILLS, NUTRITION, FOOD SAFETY, JOB READINESS SKILLS AND JOB PLACEMENT SUPPORT. IN ADDITION TO ATTENDING CLASSES, TRAINEES GAIN EXPERIENTIAL LEARNING WORKING IN OUR KITCHEN, HELPING TO PREPARE MEALS FOR THE CRITICALLY AND CHRONICALLY ILL WHILE BUILDING THEIR SKILLS AND SELF-ESTEEM. ON AVERAGE, 40-50 TRAINEES ENROLL IN THE TRAINING PROGRAM EACH YEAR. 350704 290671 146744 GRANT TO MARBURY TERRACE, A RELATED ORGANIZATION, CAPITAL PLANNING, AND NEW MARKETS TAX CREDIT FINANCING. 350704 290671 146744 17924797 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 23 0 1 216 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X DAVID B WATERS 6175227777 179 AMORY STREET JAMAICA PLAIN MA 021304529 SHARON MCNALLY CHAIR 2.00 2.00 X X 0 0 0 MAUREEN GOGGIN SECRETARY 2.00 2.00 X X 0 0 0 DIANE L LECLAIR CPA TREASURER 2.00 0.00 X X 0 0 0 LILIANA BACHRACH DIRECTOR 1.00 0.00 X 0 0 0 JILL CALABRESE BAIN DIRECTOR 1.00 0.00 X 0 0 0 LYZZETTE BULLOCK DIRECTOR 1.00 0.00 X 0 0 0 CHERYL CLARK MD DIRECTOR 1.00 0.00 X 0 0 0 ARETHA DELIGHT DAVIS MD JD DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY EDGEHILL EDD DIRECTOR 1.00 0.00 X 0 0 0 DAVID FARWELL DIRECTOR 1.00 0.00 X 0 0 0 SOPHIA HALL DIRECTOR 1.00 0.00 X 0 0 0 BRIAN J LAGARTO DIRECTOR 1.00 0.00 X 0 0 0 THEA JAMES MD DIRECTOR 1.00 0.00 X 0 0 0 LARRY MOULTER DIRECTOR 1.00 0.00 X 0 0 0 MAX OSOFSKY DIRECTOR 1.00 0.00 X 0 0 0 GILES PLATFORD DIRECTOR 1.00 0.00 X 0 0 0 MALISA SCHUYLER DIRECTOR 1.00 0.00 X 0 0 0 JEROME SMITH DIRECTOR 1.00 0.00 X 0 0 0 J KIRK SMITH DIRECTOR 1.00 0.00 X 0 0 0 KEN TUTUNJIAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC M WEIL MD FACP DIRECTOR 1.00 0.00 X 0 0 0 GREGORY WILMOT DIRECTOR 1.00 0.00 X 0 0 0 PETER ZANE DIRECTOR 1.00 0.00 X 0 0 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 40.00 3.00 X 335774 0 61726 SILIFATA WALLACE CHIEF FINANCIAL OFFICER 40.00 1.00 X 192138 0 57153 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 218978 0 29833 MONICA MOLINA AUSTIN CHIEF HR OFFICER 40.00 0.00 X 170440 0 9749 ERIN DIBACCO SR. DIR. OF STRATEGY & BUSINESS DEV. 40.00 0.00 X 159655 0 50978 KEVIN CONNER CHIEF OPERATING OFFICER 40.00 0.00 X 158764 0 46082 BRIAN R HILLMER CHIEF CULINARY OFFICER 40.00 0.00 X 165541 0 10123 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 152123 0 53696 1553413 0 319340 10 0 1 0 THE RHODE ISLAND CAS 225 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 CONSTRUCTION 568742 INSOURCE SERVICES PO BOX 427 NEWTON MA 02464 IT SERVICES 155666 TREMONT STRATEGIES 35 OLD PLANTERS ROAD BEVERLY MA 01915 GOVERNMENT RELATIONS/LOBBYING 124335 EXPONENT PARTNERS DEPARTMENT LA 24960 PASADENA CA 91185 TECHNOLOGY SERVICES 122753 4 1492251 4538584 9188139 160407 15218974 PROGRAM FEES 624200 5407216 5407216 NMTC INTEREST 900099 146744 146744 5553960 372979 372979 72139 118069 71783 141954 356 -23885 -23529 -23529 580346 1492251 395291 185055 185055 85361 85361 85361 21392800 5553960 0 619866 290671 290671 934273 46674 652686 234913 7874417 6256502 412926 1204989 309964 251117 11830 47017 1483451 1137889 101880 243682 838305 608218 93249 136838 42860 42860 55845 55845 114966 114966 27500 27500 834824 651354 54038 129432 7247 5860 489 898 213931 132145 59142 22644 319587 255877 24080 39630 1662218 1523446 42165 96607 31160 29219 428 1513 976015 884175 25784 66056 FOOD AND KITCHEN SUPPLI 4482091 4482091 DELIVERY EXPENSE 846267 844936 972 359 EQUIPMENT EXPENSE 136322 113896 9240 13186 CAPITAL PLANNING EXPENS 60033 60033 352260 235728 85630 30902 21894207 17924797 1673244 2296166 1272980 1042937 7143529 6689902 274482 465872 3103060 2606163 13280000 13280000 146469 161729 425049 375181 3672362 1177011 2791982 2495351 13719056 13013540 42156607 40130675 1140413 1244527 870495 1569286 2331127 0 16897482 16898525 21239517 19712338 X 19985332 19669131 931758 749206 20917090 20418337 42156607 40130675 -501407 2654 0 X 0 1 X 1 1 1 X 8826528 8973863 12033066 13757905 15218974 58810336 8826528 8973863 12033066 13757905 15218974 58810336 1771334 57039002 175496 168271 181913 363951 372979 1262610 111126 195593 185055 491774 12467 54091 85361 151919 60716639 24626930 0.93940 0.96550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 12,467. 2023 AMOUNT: $ 54,091. 2024 AMOUNT: $ 85,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 155338 155338 0 PART II-B, LINE 1: ADVOCACY RELATED TO FUNDING AND PROGRAMS REGARDING MEDICALLY TAILORED MEALS FOR INDIVIDUALS & FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSES IN MASSACHUSETTS. 1409118 131848 1277270 2230994 1045163 1185831 32250 32250 2495351 OPERATING LEASE RIGHT-OF-USE ASSET 12977090 DUE FROM MARBURY TERRACE, INC. 36450 13013540 OPERATING LEASE LIABILITY 16898525 16898525 X 21721470 2654 8940 262568 274162 21447308 -54508 -54508 21392800 22266408 8940 363261 372201 21894207 0 21894207 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS 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. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2025 AND 2024, MANAGEMENT BELIEVES THAT THE AGENCY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 290,491. REVENUE OF MARBURY TERRACE REPORTED ON THEIR FORM 990 1,078,586. INTERCOMPANY ELIMINATIONS -1,106,509. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -54,508. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 290,491. EXPENSES OF MARBURY TERRACE REPORTED ON THEIR FORM 990 1,124,771. INTERCOMPANY ELIMINATIONS -1,106,509. LOSS ON DISPOSAL OF FIXED ASSETS 54,508. X X X X X X 1 NEWPORT ONE 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL CONSULTANT 0 373563 27500 346063 373563 27500 346063 MA PIE IN THE SKY 985183 525738 459445 216453 LIFESAVOR 921339 800438 120901 104800 30418 16907 1 166075 166075 26713 2072597 1492251 580346 104800 30418 260073 395291 185055 1 MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 501(C)(3) 0 290671 BOOK EQUIPMENT GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GRANTS TO ITS RELATED ORGANIZATION. THE CLOSE CONNECTION BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE FUNDS. X X X X 0 0 0 0 0 0 0 1 0 DAVID B WATERS CHIEF EXECUTIVE OFFICER 333488 0 0 0 2286 0 17062 0 44664 0 397500 0 0 0 SILIFATA WALLACE CHIEF FINANCIAL OFFICER 186872 0 5000 0 266 0 9856 0 47297 0 249291 0 0 0 TIMOTHY LEAHY CHIEF DEVELOPMENT OFFICER 210290 0 7500 0 1188 0 10580 0 19253 0 248811 0 0 0 ERIN DIBACCO SR. DIR. OF STRATEGY & BUSINESS DEV. 154516 0 5000 0 139 0 8085 0 42893 0 210633 0 0 0 DARCY A PFEIFER DIRECTOR OF DEVELOPMENT 151921 0 0 0 202 0 8084 0 45612 0 205819 0 0 0 KEVIN CONNER CHIEF OPERATING OFFICER 153561 0 5000 0 203 0 3226 0 42856 0 204846 0 0 0 MONICA MOLINA AUSTIN CHIEF HR OFFICER 164828 0 5000 0 612 0 2310 0 7439 0 180189 0 0 0 BRIAN R HILLMER CHIEF CULINARY OFFICER 160408 0 5000 0 133 0 7977 0 2146 0 175664 0 0 0 PART I, LINE 7 EXECUTIVE BONUSES ARE BASED ON FINANCIAL/ BUDGET GOALS AND ARE AT THE DISCRETION OF THE CEO. X 10 72139 MARKET VALUE X 60000 88268 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED ON LINE 9 REPRESENTS THE NUMBER OF DONORS OF SUCH ITEMS. THE NUMBER OF CONTRIBUTIONS REPORTED ON LINE 19 REPRESENTS THE POUNDS OF FOOD RECEIVED. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SERVICES THROUGHOUT MASSACHUSETTS TO INDIVIDUALS AND FAMILIES LIVING WITH CRITICAL AND CHRONIC ILLNESSSES. WE GIVE OUR CLIENTS, THEIR DEPENDENT FAMILIES, AND CAREGIVERS APPEALING, NUTRITIOUS MEALS AND SEND THE MESSAGE TO THOSE IN GREATEST NEED THAT SOMEONE CARES. OUR GOALS ARE TO HELP OUR CLIENTS MAINTAIN THEIR HEALTH AND DIGNITY AND PRESERVE THE INTEGRITY OF THEIR FAMILIES THROUGH FREE, CULTURALLY APPROPRIATE, HOME-DELIVERED MEALS, NUTRITION EDUCATION, AND OTHER COMMUNITY PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE AGENCY'S BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUAL INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE AGENCY'S CEO IS APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE AGENCY IS EVALUATED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATING FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARBURY TERRACE INC 179 AMORY STREET JAMAICA PLAIN MA 02130 510642496 HOLDS REAL ESTATE AND RELATED DEBT MA 501(C)(3) LINE 12A COMMUNITY SERVINGS INC 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 MARBURY TERRACE INC B 290671 BOOK VALUE MARBURY TERRACE INC K 815838 BOOK VALUE