2024-08-13T10:01:14-05:00 2023-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2022-10-01 042376180 SELF HELP INC SELF 5085880447 45 PEARL STREET BROCKTON MA 02301 JONATHAN CARLSON CHIEF EXECUTIVE OFFICER 5085880447 2024-08-12 1 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2024-08-12 2022 2024-08-08 14:25:15Z JONATHAN CARLSON 45 PEARL STREET BROCKTON MA 02301 43395287 0 X WWW.SELFHELPINC.ORG X 1965 MA TO REDUCE POVERTY, INCREASE SELF-SUFFICIENCY AND IMPROVE THE COMMUNITY BY PROVIDING RESOURCES FOR PEOPLE TO CREATE HEALTHIER, BETTER LIVES AND ACHIEVE THEIR FULL POTENTIAL. 15 15 246 433 0 0 43697445 43395260 0 0 10 27 0 0 43697455 43395287 26336263 22027417 0 0 11290788 12613942 0 0 0 5586529 7655982 43213580 42297341 483875 1097946 11398165 12681705 8993853 7914878 2404312 4766827 TO REDUCE POVERTY, INCREASE SELF-SUFFICIENCY AND IMPROVE THE COMMUNITY BY PROVIDING RESOURCES FOR PEOPLE TO CREATE HEALTHIER, BETTER LIVES AND ACHIEVE THEIR FULL POTENTIAL. 0 0 28171412 22027417 ENERGY PROGRAMS ASSIST ELIGIBLE HOUSEHOLDS TO PAY THEIR HEATING BILLS; PROVIDE REPAIRS AND REPLACEMENT OF HEATERS TO HOMEOWNERS AND TENANTS; AND PROVIDE INSULATION, AIR SEALING AND PERFORM HEALTH AND SAFETY TESTING AT NO COST TO HOMEOWNERS OR TENANTS IN THE SOUTHEASTERN AREA OF MASSACHUSETTS. 11494111 HEAD START PROGRAM PROVIDES EDUCATION, HEALTH, NUTRITION AND SOCIAL SERVICES TO PRE-SCHOOL CHILDREN AGES 2.9 THROUGH 5 YEARS OF AGE FROM INCOME ELIGIBLE FAMILIES. OTHER CHILDCARE SERVICES INCLUDE PROGRAMS FROM THE COMMONWEALTH OF MASSACHUSETTS THAT PROVIDE A PRESCHOOL CURRICULUM SIMILAR TO HEAD START AND RECEIVE NUTRITIOUS MEALS AS WELL. 668443 FAMILY AND COMMUNITY ENGAGEMENT PROVIDES FREE EDUCATIONAL ACTIVITIES, WORKSHOPS, INFORMATION, AND RESOURCES FOR CHILDREN AND FAMILIES SO THEY CAN REACH THEIR FULL POTENTIAL. 40333966 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 74 0 1 246 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CHRISTOPHER MCLAIN CFO 5085880447 45 PEARL STREET BROCKTON MA 02301 BEVERLY DANCEY DIRECTOR 1.00 X 0 0 0 LORRAINE SIMON DIRECTOR 1.00 X 0 0 0 JOHN M MESSIA DIRECTOR (SINCE JAN '23) 1.00 X 0 0 0 ELIZABETH ANN LAROSEE DIRECTOR 1.00 X 0 0 0 IRENE FRECCHETTE DIRECTOR 1.00 X 0 0 0 XAVIER ARIAS TEJEDA DIRECTOR 1.00 X 0 0 0 LINDA MILNE DIRECTOR 1.00 X 0 0 0 DEVONNA BUFFALO DIRECTOR (SINCE APR '23) 1.00 X 0 0 0 LINDA LINCOLN DIRECTOR (UNTIL OCT '22) 1.00 X 0 0 0 ERIC HANSON DIRECTOR 1.00 X 0 0 0 VIVIAN RENE DIRECTOR 1.00 X 0 0 0 KATIE GOLDRICK DIRECTOR 1.00 X 0 0 0 MICHELLE HATCH CPA TREASURER 1.00 X X 0 0 0 ANN SHAW CLERK 1.00 X X 0 0 0 SHARON ANDERSON VICE PRESIDENT 1.00 X X 0 0 0 RAYMOND YANCY PRESIDENT 1.00 X X 0 0 0 JONATHAN CARLSON EXECUTIVE DIRECTOR 35.00 X 135632 0 18883 CHRISTOPHER MCLAIN CHIEF FINANCIAL OFFICER 35.00 X 128371 0 4706 NANCY SULLIVAN HEAD START DEPUTY DIRECTOR 35.00 X 123620 0 18565 DAVID BIGDA HEAD START DIRECTOR 35.00 X 122030 0 30646 JASON PREUSS WEATHERIZATION DIRECTOR 35.00 X 113052 0 7423 DEBORAH DOUCETTE EDUCATION/DISABILITY MANAGER 35.00 X 103795 0 4203 LESLIE DUNN DIRECTOR OF PLANNNING & DEVELOPMENT 35.00 X 105444 0 15523 831944 0 99949 7 0 1 0 INTEGRITY SERVICES & CONSULTING LLC 90 SEA TOWER DRIVE BRIDGEWATER MA 02324 WEATHERIZATION & ENERGY EFFICIENCY SERVI 1557040 BONANI OIL SERVICE 232 BEDFORD STREET ABINGTON MA 02351 WEATHERIZATION & ENERGY EFFICIENCY SERVI 1237711 MT MCMAHON AND SONS 2 FULLER STREET CARVER MA 02330 WEATHERIZATION & ENERGY EFFICIENCY SERVI 1143817 C2S ENERGY LLC 748 MT PLEASANT ST UNITY 50357 NEW BEDFORD MA 02745 WEATHERIZATION & ENERGY EFFICIENCY SERVI 850675 NICCOLI BROTHERS 568 MONTELLO STREET BROCKTON MA 02301 WEATHERIZATION & ENERGY EFFICIENCY SERVI 739854 21 33991926 9403334 43395260 27 27 43395287 0 0 27 22027417 22027417 286656 11130 275526 9740264 9068681 671583 348489 328121 20368 877965 805436 72529 1360568 1234828 125740 32922 32922 79000 79000 109698 94923 14775 89509 88326 1183 133125 128951 4174 271354 231244 40110 542233 511256 30977 172999 166926 6073 300769 268811 31958 623681 540077 83604 EQUIPMENT 2386464 2365602 20862 REPAIRS & MAINTENANCE 1503397 1444662 58735 SUPPLIES 893846 848143 45703 MISCELLANEOUS 387284 62780 324504 129701 106652 23049 42297341 40333966 1963375 0 606869 1008818 4547558 3420315 14442625 7710053 6243738 6732572 0 1520000 11398165 12681705 3053666 2190031 719069 681730 5221118 5043117 8993853 7914878 X 2404312 4766827 2404312 4766827 11398165 12681705 X 1097946 1264569 X X 0 1 X 1 1 1 X 35620 26945385 26638736 43697445 43395260 140712446 35620 26945385 26638736 43697445 43395260 140712446 140712446 20 18 11 10 27 86 9990 9990 140722522 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11940896 6977746 4963150 399581 352436 47145 2102148 379871 1722277 6732572 OTHER RECEIVABLE 1520000 1520000 X 46283141 1623285 1264569 2887854 43395287 0 43395287 43920626 1623285 1623285 42297341 0 42297341 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF SEPTEMBER 30, 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF SEPTEMBER 30, 2023. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INVOLUNTARY CONVERSION 1,264,569. 1 CLIENT SUPPORT SERVICES 12890 22027417 0 ENERGY SERVICES PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF ASSISTANCE BY ENSURING IT PROVIDES ASSISTANCE TO: (A) HOUSEHOLDS IN WHICH ONE OR MORE INDIVIDUALS ARE RECEIVING TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF), SUPPLEMENTAL SECURITY INCOME (SSI), FOOD STAMPS, OR CERTAIN NEEDS-TESTED VETERANS BENEFITS; OR (B) HOUSEHOLDS WITH INCOMES WHICH DO NOT EXCEED THE GREATER OF 150 PERCENT OF THE STATE'S ESTABLISHED POVERTY LEVEL, OR 60 PERCENT OF THE STATE MEDIAN INCOME. THE ORGANIZATION MAY ESTABLISH LOWER INCOME ELIGIBILITY CRITERIA, BUT NO HOUSEHOLD IS EXCLUDED SOLELY ON THE BASIS OF INCOME IF THE HOUSEHOLD INCOME IS LESS THAN 110 PERCENT OF THE STATE'S POVERTY LEVEL. THE ORGANIZATION GIVES PRIORITY TO THOSE HOUSEHOLDS WITH THE HIGHEST HOME ENERGY COSTS OR NEEDS IN RELATION TO INCOME. X X 0 0 0 0 0 0 0 0 0 JONATHAN CARLSON EXECUTIVE DIRECTOR 128132 0 7500 0 0 0 9266 0 9617 0 154515 0 0 0 DAVID BIGDA HEAD START DIRECTOR 95859 0 26171 0 0 0 9082 0 21564 0 152676 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 WITH THE FINANCE COMMITTEE PRIOR TO FILING. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL EMPLOYEES. BOTH THE POLICY AND THE ORGANIZATION'S COMPLIANCE EXPECTATIONS ARE COMMUNICATED TO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE MEETS TO DELIBERATE OVER AND APPROVE COMPENSATION OF THE EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: GAIN ON INVOLUNTARY CONVERSION 1,264,569. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.