2024-05-07T14:08:56-05:00 2023-06-30 366055558 GRANT THORNTON LLP 75 STATE ST 13TH FLOOR BOSTON MA 02109 990 2022-07-01 042389659 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC SOUT 5086202300 7 BISHOP STREET FRAMINGHAM MA 01702 MICHAEL HUTNAK CFO 5086202300 2024-05-07 1 MICHAEL HUTNAK 999009999 1 ERIN COUTURE P01390592 6177237900 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN GENTILI 7 BISHOP STREET FRAMINGHAM MA 01702 149103397 0 X WWW.SMOC.ORG X 1965 MA PROVIDER OF DAY CARE, FUEL/ENERGY ASSISTANCE, SHELTER, FOOD, & PROFESSIONAL ASSISTANCE. 22 22 932 407 0 0 1827527 1062357 137296822 140935563 31372 41799 8081254 7035217 147236975 149074936 0 0 0 0 31841617 35450041 0 0 407929 110219928 112335413 142061545 147785454 5175430 1289482 61793311 65713459 31477446 34082742 30315865 31630717 X TO IMPROVE THE QUALITY OF LIFE OF LOW-INCOME AND DISADVANTAGED INDIVIDUALS AND FAMILIES BY ADVOCATING FOR THEIR NEEDS AND RIGHTS; PROVIDING SERVICES; EDUCATING THE COMMUNITY; BUILDING A COMMUNITY OF SUPPORT; PARTICIPATING IN COALITIONS WITH OTHER (SEE SCHEDULE O) ADVOCATES AND SEARCHING FOR NEW RESOURCES AND PARTNERSHIPS. 0 0 81302884 81561700 ENERGY AND FINANCIAL ASSISTANCE - PROVIDES FUEL ENERGY AND RENTAL ASSISTANCE TO LOW INCOME PEOPLE IN ORDER TO HELP THEM AFFORD THE RISING COST OF UTILITIES RENT AND OTHER COSTS OF LIVING. 32124781 31437082 FAMILY SERVICES - HOUSING ASSISTANCE FOR LOW INCOME AND HOMELESS FAMILIES AND INDIVIDUALS. 13784286 14628156 EDUCATION AND CHILD CARE - ADVOCACY DAYCARE IN A HEALTHY SAFE AND LOVING ENVIRONMENT WHICH IS CONDUCTIVE TO LEARNING AND GROWTH TO CHILDREN WHOSE PARENTS NEED FULL TIME CARE TO PURSUE EMPLOYMENT. 7990803 20250510 SUBSTANCE ABUSE AND MENTAL HEALTH - CLINICAL SERVICES THAT BEGINS WITH LISTENING TO CLIENTS AND FROM THERE DEVELOPING A DIAGNOSTIC ASSESSMENT TO IDENTIFY THE SYMPTOMS AND ISSUES THAT PROMPTED THE INDIVIDUALS TO SEEK COUNSELING. 7990803 20250510 135202754 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 452 0 1 932 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X MICHAEL HUTNAK CFO 5086202316 7 BISHOP STREET FRAMINGHAM MA 01702 LAWRENCE SCULT PRESIDENT 5.00 4.00 X X 0 0 0 FAITH TOLSON VICE-CHAIRMAN 5.00 4.00 X X 0 0 0 RUTH HIBBARD TREASURER 5.00 4.00 X X 0 0 0 PAMULA ZICKO DIRECTOR 1.00 0.00 X 0 0 0 GARY BAKER DIRECTOR 5.00 4.00 X 0 0 0 BRUCE HULME DIRECTOR 5.00 4.00 X 0 0 0 JEFFREY FISHMAN DIRECTOR 5.00 4.00 X 0 0 0 DOROTHY KENNEDY DIRECTOR 1.00 0.00 X 0 0 0 JOHN ELLSWORTH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD TWOMEY DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH MORRISEY DIRECTOR 1.00 0.00 X 0 0 0 STEVE PENNA DIRECTOR 5.00 4.00 X 0 0 0 YVONNE BROWN DIRECTOR 1.00 0.00 X 0 0 0 JANE ADLER DIRECTOR 1.00 0.00 X 0 0 0 ELLEN BREEN DIRECTOR 1.00 0.00 X 0 0 0 JOANNE LOCKE DIRECTOR 5.00 4.00 X 0 0 0 ELIZABETH KILLION DIRECTOR 1.00 0.00 X 0 0 0 GABRIELLE BRAMBILLA DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM MANLEY DIRECTOR 1.00 0.00 X 0 0 0 YESENIA GAUDET DIRECTOR 1.00 0.00 X 0 0 0 TIFFANY LILLIE DIRECTOR (AS OF 05/2023) 1.00 0.00 X 0 0 0 SARAH ABBOTT DIRECTOR (AS OF 05/2023) 1.00 0.00 X 0 0 0 SUSAN GENTILI EXECUTIVE DIRECTOR 39.00 4.00 X 270589 0 17626 MICHAEL HUTNAK CHIEF FINANCIAL OFFICER 39.00 4.00 X 169184 0 7521 TANIA DIDUCA CHIEF OF STAFF/ CLERK 35.00 0.00 X 133555 0 13892 MARY MCGUIRE SR POLICY AND PROGRAM ADVISOR 35.00 0.00 X 122084 0 2524 ROHEY WADDA SR DIRECTOR PLANNING & COMPLIANCE 35.00 0.00 X 111438 0 2340 GREGORY TUTUNY CHIEF BUSINESS OFFICER 35.00 0.00 X 125419 0 35928 JEREMIAS E DEOLIVEIRA CLINICAL NURSE SPECIALIST 35.00 0.00 X 179839 0 28592 JOSEPH FLETCHER DIVISION DIRECTOR, SMOC BHP 35.00 0.00 X 114090 0 35379 LAURIES ABRUZZI CLINICAL NURSE SPECIALIST 35.00 0.00 X 128374 0 15545 LESLEY KINNEY DIVISION DIRECTOR, CHILD CARE 35.00 0.00 X 110347 0 36661 1464919 0 196008 17 0 1 0 PC RICHARD AND SON 150 PRICE PKWY FARMINGDALE NY 11735 REPAIR SERVICES 1200729 JET SECURITY LLC 189 WASHINGTON ST DEDHAM MA 02026 SECURITY SERVICES 721118 DAVID L GRADY 2 COLONIAL DRIVE MENDON MA 01756 CONTRACTED SERVICES 425565 DAVID P TRUITT JR MASTER ELECTRIC 498 WINTER ST HOLLISTON MA 01746 ELECTRICAN SERVICES 252831 ALL WEATHER HOME SERVICES INC 732 WAVERLY ST FRAMINGHAM MA 01702 RENOVATION SERVICES 215190 15 81329 981028 137586 1062357 GOV. FEES AND CONTRACT 900099 130347603 130347603 THIRD PARTY BILLINGS 900099 8897948 8897948 RENTAL INCOME 900099 966310 966310 TUITION INCOME 531110 414281 414281 CLIENT FEE REVENUE 531110 309421 309421 140935563 28312 28312 10787 2700 0 0 10787 2700 13487 13487 0 81329 28461 -28461 -28461 ADMINISTRATIVE SERVICE 900099 6941701 6941701 MISCELLANEOUS REVENUE 900099 121099 121099 VENDING 900099 694 694 184 184 7063678 149074936 147877448 0 135131 1466786 1466786 27277391 24717137 2201077 359177 248426 213622 31700 3104 3808158 3317236 483219 7703 2649280 2216362 425724 7194 5458691 5458691 56753 9994 46759 140995 140995 9863791 9886605 -24528 1714 49700 42417 7283 717162 375072 340522 1568 123335 37179 86156 9919165 9763174 142503 13488 135188 133086 1853 249 47376 46475 901 151707 29220 122487 650311 571210 78389 712 CLIENT ASSISTANCE 67978497 67916452 62045 0 SUPPLIES 11940447 11139544 800451 452 TRAINING 949345 924328 24967 50 FOOD 442861 437745 5116 0 3710089 3425896 271675 12518 147785454 135202754 12174771 407929 3226480 6395117 11670430 15248376 16225436 10818064 615329 191128 8636518 3881661 2361961 4754857 511192 560965 27182483 27744952 61793311 65713459 3821415 7272633 6819575 7107400 1529968 5666065 19306488 14036644 31477446 34082742 X 29027257 30981445 1288608 649272 30315865 31630717 61793311 65713459 1289482 25370 0 X 0 1 X 1 1 1 X 1386188 1168499 4843943 1827527 1062357 10288514 1386188 1168499 4843943 1827527 1062357 10288514 10288514 4853 175 200 31372 28312 64912 10353426 590675670 0.99370 0.97880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59750 59750 1757434 444029 1313405 1502084 758646 743438 2906319 2678986 227333 2410931 2410931 4754857 INVESTMENT IN AFFILIATE 2353524 INTERCOMPANY BALANCE 25391428 27744952 HOME MODIFICATION ADVANCE PAYABLE 10818064 HOME MODIFICATION POOL PAYABLE 3218580 14036644 X PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. 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. GOLF TOURNAMENT 46042 46042 12080 2380 DCF EVENT 30535 30535 9 4752 4752 14001 81329 81329 12080 16381 28461 -28461 X X X X 0 0 0 0 0 0 0 1 0 SUSAN GENTILI EXECUTIVE DIRECTOR 267454 0 2000 0 1135 0 5440 0 12186 0 288215 0 0 0 JEREMIAS E DEOLIVEIRA CLINICAL NURSE SPECIALIST 176027 0 1800 0 2012 0 3678 0 24914 0 208431 0 0 0 MICHAEL HUTNAK CHIEF FINANCIAL OFFICER 167040 0 2000 0 144 0 3440 0 4081 0 176705 0 0 0 GREGORY TUTUNY CHIEF BUSINESS OFFICER 123006 0 2000 0 413 0 2640 0 33288 0 161347 0 0 0 PART I, LINE 7 CERTAIN LISTED INDIVIDUALS RECEIVED A DISCRETIONARY BONUS THAT IS DISCLOSED ON SCHEDULE J, PART II, COLUMN (B)(II). X FOOD INVENTORY 1897 137586 USDA RATE PER POUND 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE CFO AND THE EXECUTIVE DIRECTOR REVIEW, IN DETAIL, THE FORM 990 PREPARED BY THE ORGANIZATIONS EXTERNAL ACCOUNTANTS, ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF THE FORM 990 IS POSTED ONLINE TO A SECURE SITE FOR THE BOARD TO REVIEW AND COMMENT. THE FORM 990 IS THEN REVIEWED BY THE AUDIT/FINANCE COMMITTEE, ONCE APPROVED BY THE AUDIT/FINANCE COMMITTEE, THE FULL BOARD VOTES TO APPROVE THE FORM 990, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY AND ALL CONFLICTS OF INTERESTS ARE REQUIRED TO BE DISCLOSED THROUGHOUT THE YEAR ON A REAL-TIME BASIS. ON-GOING DISCUSSIONS ARE HELD WITH APPLICABLE PARTIES TO DISCLOSE ANY CONFLICTS OF INTEREST. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR.ORG AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15 FOR DETERMINING THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION, COMPENSATION DATA IS REVIEWED FOR COMPARABLE AGENCIES TO ENSURE THE ORGANIZATION IS COMPENSATING THE EXECUTIVE DIRECTOR WITHIN THE SALARY RANGE FOR THE POSITION. THE BOARD OF DIRECTORS MAKES THE FINAL RECOMMENDATION FOR THE EXECUTIVE DIRECTOR'S SALARY. IN ADDITION, THE ORGANIZATION INSTITUTED A PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR BASED ON STRATEGIC GOALS WHICH THE EXECUTIVE DIRECTOR'S SALARY INCREASE WOULD BE BASED ON. A COMPENSATION STUDY IS COMPLETED ANNUALLY FOR THE EXECUTIVE DIRECTOR. WITH REGARDS TO OTHER KEY EXECUTIVES, THEIR SALARIES WOULD GO THROUGH A REGULAR REVIEW PROCESS WHICH INCLUDES RECOMMENDATION FROM THEIR MANAGER, A REVIEW BY THE HUMAN RESOURCE DEPARTMENT, IN SOME INSTANCES, RECOMMENDATION BY THE CFO, AND LASTLY, FINAL APPROVAL BY THE EXECUTIVE DIRECTOR. IF THERE IS A CONFLICT, THE EXECUTIVE DIRECTOR WOULD DISCUSS IT WITH KEY BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR.ORG AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. SOUTH MIDDLESEX NONPROFIT HOUSING CORPORATION INC 7 BISHOP STREET FRAMINGHAM MA 01702 042921318 LOW INCOME HOUSING MA 501(C)(3) LINE 12A, I SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 1 SOUTH MIDDLESEX OPPORTUNITY PROPERTIES INC 7 BISHOP STREET FRAMINGHAM MA 01702 043093032 HUD PROJECT MA 501(C)(3) LINE 12A, I SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 1 LOWELL TRANSITIONAL LIVING CENTER INC 205-209 MIDDLESEX STREET LOWELL MA 01852 042933012 TEMPORARY SHELTER MA 501(C)(3) LINE 7 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 1 OPEN PANTRY COMMUNITY SERVICES INC PO BOX 5127 SPRINGFIELD MA 01101 521084599 FOOD PANTRY MA 501(C)(3) LINE 7 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 SOUTH MIDDLESEX NONPROFIT HOUSING CORPORATION INC L 122602 FAIR MARKET VALUE OPEN PANTRY COMMUNITY SERVICES INC L 152068 FAIR MARKET VALUE LOWELL TRANSITIONAL LIVING CENTER L 147793 FAIR MARKET VALUE