2024-05-15T16:57:29-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 042867023 FCP INC FCPI 9786871617 360 MERRIMACK STREET BLDG 9 355 LAWRENCE MA 01843 KEITH NEAL CFO 9786871617 2024-05-15 1 KEITH NEAL 999009999 1 BRENDA L BOOTH P01342395 6177610600 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANE GOULD 360 MERRIMACK STREET BLDG 9 355 LAWRENCE MA 01843 9998977 0 X WWW.FAMILYCONTINUITY.ORG X 1985 MA INSPIRING INDIVIDUALS AND FAMILIES TO ACHIEVE OVERALL WELLNESS THROUGH COUNSELING SUPPORT, EDUCATION AND MAKING CONNECTIONS TO THE COMMUNITY. 16 16 241 16 0 0 7187 12267 11128761 9986656 173 54 180822 0 11316943 9998977 0 0 0 0 8180418 8666963 0 0 0 2945519 2935009 11125937 11601972 191006 -1602995 5245913 6205894 652838 3215814 4593075 2990080 INSPIRING INDIVIDUALS AND FAMILIES TO ACHIEVE OVERALL WELLNESS THROUGH COUNSELING SUPPORT, EDUCATION AND MAKING CONNECTIONS TO THE COMMUNITY. 0 0 9524833 9986656 PROVIDES OUTPATIENT MENTAL HEALTH SERVICES AS WELL AS COMMUNITY BASED AND EMERGENCY TREATMENT. 9524833 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 241 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MA X X KEITH NEAL ADVOCATES INC 5086286440 1881 WORCESTER ROAD FRAMINGHAM MA 01701 STEVE BOCZENOWSKI CHAIR/VP (UNTIL 12-22) 1.00 X X 0 0 0 TYRONE SCOTT TREASURER (UNTIL 12-22) 1.00 X X 0 0 0 FERMIN PERALTA CLERK (UNTIL 12-22) 1.00 X X 0 0 0 ANTHONY PERRY DIRECTOR (UNTIL 12-22) 1.00 X 0 0 0 JESSICA KEMP CHAIR/TRUSTEE 1.00 X X 0 0 0 DANIEL M WEIR VICE CHAIR/TRUSTEE 1.00 X X 0 0 0 PATRICIA G VINTER VICE CHAIR/TRUSTEE 1.00 X X 0 0 0 MICHAEL SHERIDAN TREASURER/TRUSTEE 1.00 X X 0 0 0 CHRISTINE HUBBARD CLERK/TRUSTEE 1.00 X X 0 0 0 ALEX FIDALGO TRUSTEE 1.00 X 0 0 0 CHARLENE JACOBS TRUSTEE 1.00 X 0 0 0 CHARLENE MCENTEE TRUSTEE 1.00 X 0 0 0 DENNIS MILLNER-HANLEY TRUSTEE 1.00 X 0 0 0 EDDY FRAZIER TRUSTEE 1.00 X 0 0 0 GARY BUBLY TRUSTEE 1.00 X 0 0 0 KAY H HODGE ESQ TRUSTEE 1.00 X 0 0 0 KEVIN GOULD TRUSTEE 1.00 X 0 0 0 MARK O'REILLY TRUSTEE 1.00 X 0 0 0 RICHARD ROVNER TRUSTEE 1.00 X 0 0 0 BARBARA WILSON PRESIDENT/CEO 40.00 X 291364 0 11682 STEPHEN IDEDA MEDICAL DIRECTOR 40.00 X 220032 0 21241 CRAIG MAXIM DIVISION DIRECTOR 40.00 X 117102 0 14294 DIANE GOULD PRESIDENT/CEO (AS OF 1/1/23) 0.00 40.00 X 0 317884 30970 KEITH NEAL EVP & CFO (AS OF 1/1/23) 0.00 40.00 X 0 243988 34675 CAROL JOHNSON PSYCHIATRIST 40.00 X 120299 0 0 748797 561872 112862 4 0 1 0 TEAM LOGIC IT 12 TOWER OFFICE PARK WOBURN MA 01801 IT SERVICES 102987 1 12267 12267 CONTRACT REVENUE 900099 6308930 6308930 3RD PARTY REVENUE 900099 3677726 3677726 9986656 54 54 9998977 9986656 0 54 7524089 6703732 820357 543822 507677 36145 599052 481513 117539 161690 161690 335283 78464 256819 42645 30824 11821 462418 233895 228523 1427978 1141166 286812 173365 166941 6424 7092 2959 4133 146976 62866 84110 CLIENT PERSONAL ALLOWAN 49011 48637 374 STAFF TRAINING 46877 33393 13484 PAYROLL PROCESSING FEES 34525 34525 NON-REIMBURSABLE EXPENS 15366 15366 31783 17400 14383 11601972 9524833 2077139 0 3280454 1633252 38796 1724811 1682739 32632 36786 601790 378261 132257 223529 75759 2590792 5245913 6205894 595537 648225 57301 0 0 2567589 652838 3215814 X 4571830 2971319 21245 18761 4593075 2990080 5245913 6205894 -1602995 0 X 0 1 X 1 1 1 X 149497 133668 2128672 188009 12267 2612113 10883223 11725625 10809904 11128761 9986656 54534169 11032720 11859293 12938576 11316770 9998923 57146282 0 0 0 57146282 107 111 212 173 54 657 107 111 212 173 54 657 11032827 11859404 12938788 11316943 9998977 57146939 1.00000 1.00000 0.00000 0.00000 X 138134 133637 4497 438052 222201 215851 25604 22423 3181 223529 SECURITY DEPOSITS 75759 RIGHT-OF-USE ASSET,OPERATING LEASES 2515033 2590792 FUNDS OF INDIVIDUALS SERVED HELD IN TRUST 38796 OPERATING LEASE OBLIGATION 2528793 2567589 X 9998977 0 9998977 0 9998977 11601972 0 11601972 0 11601972 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. X X X X 0 0 0 0 0 0 0 1 0 DIANE GOULD PRESIDENT/CEO (AS OF 1/1/23) 0 304222 0 0 0 13662 0 11603 0 19367 0 348854 0 0 BARBARA WILSON PRESIDENT/CEO 251364 0 40000 0 0 0 0 0 11682 0 303046 0 0 0 KEITH NEAL EVP & CFO (AS OF 1/1/23) 0 226401 0 6250 0 11337 0 8440 0 26235 0 278663 0 0 STEPHEN IDEDA MEDICAL DIRECTOR 219032 0 1000 0 0 0 0 0 21241 0 241273 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2022 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF ORGANIZATION AND BY-LAWS WERE AMENDED. FCP, INC. BECAME A MEMBER OWNED ORGANIZATION WITH ADVOCATES, INC. AS ITS SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS WHO ARE POLLED FOR ANY QUESTIONS, COMMENTS OR CONCERNS. IF THERE ARE ANY QUESTIONS, COMMENTS OR CONCERNS, THEY ARE ADDRESSED AND RESOLVED BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS EACH YEAR. DURING THE INTERIM, ANY POTENTIAL CONFLICTS ARE IDENTIFIED BY THE PARTY INVOLVED, OR ANY OTHER PARTIES THAT BECOME AWARE OF THE POTENTIAL CONFLICT. THE POTENTIAL CONFLICT WOULD BE DESCRIBED TO THE BOARD OR THE APPROPRIATE BOARD COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF ALL STAFF MEMBERS BASED ON PERFORMANCE, THE ANNUAL BUDGET AND COMPARISONS TO OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS TO THE OPERATIONAL SERVICES DIVISION OF THE COMMOMWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. COPIES OF THE AGENCY BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART VI, SECTION B, LINE 14 THE ORGANIZATION HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY IN FORCE. THIS POLICY, HOWEVER, HAS NOT BEEN ADOPTED BY THE BOARD. IT WAS ADOPTED BY MANAGEMENT. ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 237451423 PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. MA 501(C)(3) LINE 7 N/A 0 ADVOCATES PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 222473987 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ALTERNATIVE HOME INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 042572143 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES CO-OPS CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043541791 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) N/A ADVOCATES INC 1 GREAT ROAD PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043269615 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATESALLIANCE VERNON ST CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 331132409 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 HORACE MANN EDUCATIONAL ASSOCIATES INC 8 FORGE PARKWAY EAST FRANKLIN MA 02038 042300014 EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIES MA 501(C)(3) LINE 10 ADVOCATES INC 1 NATICK VILLAGE CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043418316 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BHMS INVESTMENT CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0