2024-07-22T12:34:53-05:00 2023-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2023-01-01 042648411 ABBY KELLEY FOSTER HOUSE INC ABBY 5087565486 52 HIGH STREET WORCESTER MA 01609 STEPHANIE PAGE EXECUTIVE DIRECTOR 5087565486 2024-07-19 1 STEPHANIE PAGE 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2024-07-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JULIE OROZCO 52 HIGH STREET WORCESTER MA 01609 3962799 0 X WWW.ABBYSHOUSE.ORG X 1976 MA TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. 16 16 49 237 0 0 2236843 2600679 301678 474808 59873 154929 0 163074 2598394 3393490 129066 129541 0 0 1254982 1730329 63444 15034 246978 732247 880018 2179739 2754922 418655 638568 9928210 12727993 1076883 2747820 8851327 9980173 X TO PROVIDE SHELTER AND AFFORDABLE HOUSING, AS WELL AS ADVOCACY AND SUPPORT SERVICES, TO HOMELESS, BATTERED AND LOW-INCOME WOMEN, WITH OR WITHOUT CHILDREN. ABBY'S HOUSE EMPOWERS THE WOMEN WE SERVE TO LEAD SELF-DIRECTED LIVES FILLED WITH DIGNITY AND HOPE. 0 0 2198399 129541 474808 PROGRAM SUMMARY:SHELTER, HOUSING, AND WOMEN'S SERVICES PROGRAMS OPERATE YEAR-ROUND, SEVEN DAYS PER WEEK AND 24 HOURS PER DAY. WE HAVE AN ON-CALL SYSTEM IN PLACE TO ADDRESS ANY ISSUES THAT MAY ARISE DURING NON-TRADITIONAL OFFICE HOURS.*REFER TO SCHEDULE O FOR A DETAILED DESCRIPTION OF OUR PROGRAMS. OVERNIGHT SHELTER:STAFFED BY AN ASSOCIATE DIRECTOR OF SHELTER OPERATIONS, A DEDICATED SHELTER ADVOCATE, AND OVERNIGHT STAFF, ABBY'S HOUSE'S OVERNIGHT SHELTER PROVIDES WOMEN, WITH AND WITHOUT CHILDREN, WITH SAFE SHELTER. OPERATIONS ARE ALSO SUPPORTED BY A TEAM OF REGULAR VOLUNTEERS. INTENSIVE CASE MANAGEMENT IS PROVIDED BY THE SHELTER ADVOCATE WHICH FOCUSES ON HELPING GUESTS BUILD A PLAN TO ADDRESS THEIR IMMEDIATE NEEDS. WE ASSIST THEM IN FINDING AND SECURING LONG-TERM, STABLE HOUSING-EITHER IN ABBY'S HOUSE SUPPORTIVE HOUSING OR ELSEWHERE; THIS MAY INCLUDE HELPING THEM TO ACCESS RESIDENTIAL PROGRAMS, SUCH AS INPATIENT SUBSTANCE ABUSE TREATMENT PROGRAMS, WHEN FURTHER STABILIZATION IS REQUIRED IN TRANSITIONING TOWARDS PERMANENT HOUSING.ABBY'S HOUSE IS CURRENTLY UNDERGOING RENOVATION OF THE SHELTER BUILDING LOCATED AT 21-23 CROWN STREET IN WORCESTER; THIS BEGAN IN JULY OF 2023. THE RENOVATION WILL IMPROVE THE STRUCTURAL INTEGRITY OF THE BUILDING, MAKING IT FULLY ACCESSIBLE AND WILL EXPAND THE SHELTER FROM A CONGREGATE SETTING WITH 5 ROOMS AND 9 BEDS TO A NON-CONGREGATE SHELTER WITH 13 ROOMS AND 18 BEDS. INCREASED LIVING SPACES, A DEDICATED STAFF OFFICE, AND TWO APARTMENTS WILL ENHANCE THE CAPACITY TO MEET THE NEEDS OF THE COMMUNITY THAT WE SERVE. SUPPORTIVE HOUSING:ABBY'S HOUSE IS WORCESTER'S LARGEST PROVIDER OF SUPPORTIVE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. WE MEET THE NEEDS OF WORKING WOMEN WHO CANNOT AFFORD MARKET-RATE RENT AND OUR OPTIONS ALSO ALLOW THOSE WHO ARE ON SSI OR SSDI TO LIVE SAFELY AND COMFORTABLY. ABBY'S HOUSE HAS 3 BUILDINGS WHICH COLLECTIVELY PROVIDE SEVEN TWO-BEDROOM APARTMENTS AND 72 SINGLE ROOM OCCUPANCY HOUSING UNITS. IN 2019, ABBY'S HOUSE COMPLETED THE RENOVATION OF 52 HIGH STREET, A CENTURY-OLD BUILDING, AND OUR LARGEST PROPERTY OF SUPPORTIVE HOUSING. THE RENOVATION ADDED TWO UNITS OF HOUSING, BRINGING THE TOTAL COUNT TO 56. OUR HVAC, ELECTRICAL, PLUMBING, AND SECURITY SYSTEMS WERE UPDATED AND INCREASED ACCESSIBILITY WAS MADE POSSIBLE BY A RECONFIGURED ENTRANCE, ELEVATOR, AND ACCESSIBLE KITCHENS AND BEDROOMS. THE RENOVATION PRESERVED THIS CRITICALLY NEEDED HOUSING FOR DECADES TO COME.WOMEN'S SERVICES:THE WOMEN'S SERVICES TEAM IS SUPPORTED BY FRONTLINE ADVOCATES/CASE MANAGERS WHO EMPOWER WOMEN TO IDENTIFY REALISTIC GOALS AND PROVIDE THE TOOLS NEEDED TO ACHIEVE THEM. INDIVIDUALIZED SERVICES ALLOW US TO WORK WITH EACH WOMAN, GIVEN HER OWN SPECIFIC SET OF CIRCUMSTANCES. ADVOCATES HELP OUR SHELTER GUESTS AND RESIDENTS ACCESS THE SERVICES AND RESOURCES THEY NEED TO SURVIVE AND THRIVE BY WORKING CONSISTENTLY WITH LOCAL SOCIAL SERVICE AND GOVERNMENT AGENCIES. OUR GOAL IS TO CREATE A SYSTEM OF SEAMLESS SERVICE PROVISION, SUPPORT WOMEN WITH THE SOMETIMES-DAUNTING TASK OF MATCHING NEEDS WITH EXISTING RESOURCES AND ASSIST THEM WITH ACCESSING THOSE SERVICES. IN 2023 WE ADDED A WOMEN'S SERVICES CLINICIAN TO OUR TEAM TO BETTER ADDRESS THE MENTAL HEALTH NEEDS OF OUR RESIDENTS AND GUESTS; THE CLINICIAN OFFERS INDIVIDUAL SUPPORT SESSIONS, CLINICAL CARE COORDINATION, AS WELL AS THERAPEUTIC GROUP PROGRAMMING IN OUR WOMEN'S EMPOWERMENT CENTER.REFERRAL SERVICES:WE RECEIVE A MINIMUM OF 20 - 25 CALLS, EMAILS, OR IN-PERSON VISITS PER WEEK FROM WOMEN SEEKING HELP AND PROVIDE THEM WITH EDUCATION THAT EMPOWERS THEM TO ACCESS NEEDED RESOURCES. WE PROVIDE INFORMATION AND REFERRALS TO EXTERNAL AGENCIES THAT OFFER A RANGE OF SUPPORTS, INCLUDING BUT NOT LIMITED TO DOMESTIC VIOLENCE SERVICES, NUTRITION AND INCOME ASSISTANCE, EDUCATION, EMPLOYMENT, FINANCIAL LITERACY, PARENTING SUPPORTS, MEDICAL SERVICES, GOVERNMENT-ASSISTED PERMANENT HOUSING, AND LEGAL ASSISTANCE. DEVELOPING AND MAINTAINING POSITIVE WORKING RELATIONSHIPS WITH LOCAL PROFESSIONALS AND ORGANIZATIONS IN OTHER AREAS OF HUMAN SERVICES IS VITAL FOR EFFECTIVE REFERRALS. THESE RELATIONSHIPS ENABLE STAFF TO MAINTAIN UP-TO-DATE AND ACCURATE INFORMATION ABOUT AVAILABLE SERVICES IN THE COMMUNITY TO HELP WOMEN REACH THEIR GOALS.ANNETTE RAFFERTY WOMEN'S EMPOWERMENT CENTER:CURRENT AND PAST RESIDENTS AND GUESTS ARE WELCOME TO PARTICIPATE IN THE ANNETTE RAFFERTY WOMEN'S EMPOWERMENT CENTER (WOMEN'S CENTER) PROGRAMS OFFERED AT ABBY'S HOUSE. WOMEN'S CENTER ACTIVITIES INCLUDE WEEKLY NUTRITIOUS MEALS, HOLIDAY CELEBRATIONS, A FOOD PANTRY, COMPUTER ACCESS, AND OTHER EDUCATIONAL AND SOCIAL ACTIVITIES BASED ON WOMEN'S INTERESTS AND VOLUNTEER AVAILABILITY. THE CAMARADERIE THAT IS BUILT THROUGH THE WOMEN'S CENTER PROVIDES A SENSE OF COMMUNITY AND STABILITY IN WOMEN'S LIVES.THRIFT SHOP:ABBY'S HOUSE THRIFT SHOP IS MANAGED BY TWO STAFF MEMBERS AND OVER 40 VOLUNTEERS WHO ENSURE THE NEEDS OF WOMEN IN THE COMMUNITY ARE MET BY OFFERING GENTLY USED CLOTHING AND HOUSEHOLD ITEMS AT AFFORDABLE PRICES. EACH WEEK WE RECEIVE ITEMS FROM DEDICATED SUPPORTERS. VOLUNTEERS AND STAFF SORT ITEMS AND PROVIDE A SAFE, AFFORDABLE, AND COMFORTABLE PLACE FOR OUR RESIDENTS AND SHELTER GUESTS TO SHOP. IN ADDITION TO PROVIDING CLOTHING VOUCHERS TO THE WOMEN WHO RESIDE AT ABBY'S HOUSE, WE ARE ALSO ABLE TO OFFER CLOTHING VOUCHERS TO WOMEN FROM OVER 25 AGENCIES WHO WORK WITH WOMEN IN NEED. ALL PROCEEDS FROM THE THRIFT SHOP SUPPORT THE MISSION OF ABBY'S HOUSE. THE SHOP IS CURRENTLY OPEN MONDAY, TUESDAY, WEDNESDAY, AND THURSDAY FROM 10 AM - 3 PM AND SATURDAYS 10 AM - 1 PM. ANNETTE RAFFERTY SURVIVE TO THRIVE (ARST) FUND:THROUGH A COLLABORATIVE APPLICATION PROCESS INVOLVING RESIDENTS OR SHELTER GUESTS AND THEIR ADVOCATES, THE ARST FUND PROVIDES EMERGENCY FUNDING TO COVER TANGIBLE EXPENSES LIKE MEDICAL AND DENTAL NEEDS. THIS FUND ALSO HELPS TO BREAK THE CYCLE OF POVERTY BY PROVIDING FINANCIAL SUPPORT TO RESIDENTS AND SHELTER GUESTS FOR EDUCATION OR VOCATIONAL TRAINING WITH THE GOAL OF HELPING THEM TO BECOME FINANCIALLY SELF-SUFFICIENT. ADDITIONALLY, FUNDS ARE USED TO SUPPORT THE ESCALATING COSTS OF OBTAINING PERMANENT AND STABLE HOUSING INCLUDING FIRST, LAST AND SECURITY PAYMENTS REQUIRED FOR MOVING INTO AN APARTMENT. 2198399 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X LAURIE BELTON SENIOR DIRECTOR OF FINANCE & ADMINISTRATION 5087565486 52 HIGH STREET WORCESTER MA 01609 LAURIE MATOSKY PRESIDENT 1.00 X X 0 0 0 JANINE DILIBERTO TREASURER 1.00 X X 0 0 0 EVA AKESE ASSISTANT TREASURER 1.00 X X 0 0 0 SAMANTHA MCGILL CLERK 1.00 X X 0 0 0 SAMANTHA JEPSON ASSISTANT CLERK 1.00 X X 0 0 0 JENNIFER DRAGON VICE PRESIDENT 1.00 X X 0 0 0 DEBORAH BIERI DIRECTOR 1.00 X 0 0 0 DR ADRIANA DIPASQUALE DIRECTOR 1.00 X 0 0 0 THERESA M DORSEY DIRECTOR 1.00 X 0 0 0 GERRI LORUSSO DIRECTOR 1.00 X 0 0 0 ROSIBEL PEREZ TORRES DIRECTOR 1.00 X 0 0 0 PAULA J SASSO DIRECTOR 1.00 X 0 0 0 JAYNA TURCHEK DIRECTOR 1.00 X 0 0 0 JACQUELINE WILLIAMS DIRECTOR 1.00 X 0 0 0 JENNIFER ROMEO-PORCARO DIRECTOR 1.00 X 0 0 0 TYRENNA GAINES DIRECTOR 1.00 X 0 0 0 STEPHANIE PAGE FORMER EXECUTIVE DIRECTOR 35.00 X 95371 0 18450 JULIE OROZCO EXECUTIVE DIRECTOR 35.00 X 86188 0 5885 181559 0 24335 0 0 0 0 ALLEGRONE CONSTRUCTION CO INC 150 PITTSFIELD ROAD LENOX MA 01240 GENERAL CONTRACTOR 584439 DAVIS SQUARE ARCHITECTS INC 240A ELM STREET SOMERVILLE MA 02144 ARCHITECTS 189118 2 101603 2499076 297033 2600679 RESIDENTIAL RENT 531110 268513 268513 DEVELOPER OVERHEAD FEE 531390 138033 138033 SUPPORTIVE SERVICE PRO 624200 43250 43250 PROPERTY MANAGEMENT FE 531310 25012 25012 474808 156827 156827 561244 563142 -1898 -1898 -1898 167534 101603 6167 161367 161367 MISCELLANEOUS REVENUE 990009 1707 1707 1707 3393490 476515 0 316296 129541 129541 253170 138703 61947 52520 1215722 1070131 33604 111987 135042 118570 4036 12436 126395 104547 7868 13980 8174 8174 90015 14029 75986 15034 15034 12945 12945 178432 91090 82823 4519 91136 45313 23470 22353 21600 17866 1345 2389 295233 290025 1876 3332 20959 18363 935 1661 9825 9825 47268 47268 48038 44363 2710 965 PROGRAM SUPPLIES 49367 49367 FUNDRAISING EVENTS 5802 5802 BAD DEBT 1224 1224 2754922 2198399 309545 246978 1739431 1432344 3101047 1176870 153500 91500 28830 75471 2102635 2153456 19600 20867 3707258 1392310 465169 2314948 3095854 2317998 2366683 9928210 12727993 193978 844271 2467 29609 287300 1322305 593138 551635 1076883 2747820 X 6585698 7214989 2265629 2765184 8851327 9980173 9928210 12727993 X 638568 215375 274903 X 0 1 X 1 0 X 1449301 2732749 1943158 2236843 2768213 11130264 1449301 2732749 1943158 2236843 2768213 11130264 497633 10632631 85221 218519 56755 59873 64082 484450 75838 1849 1707 79394 11694108 1550013 0.90920 0.89350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,849. 2023 AMOUNT: $ 1,707. PROGRAM SERVICE INCOME - 2019 AMOUNT: $ 75,838. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2717450 262096 107680 2871866 1.00000 0.00000 0.00000 0 0 87035 87035 3528043 1305431 2222612 92180 86879 5301 2314948 BENEFICIAL INTEREST IN AGENCY FUND 1831461 OPERATING RIGHT-OF-USE ASSET 535222 2366683 OPERATING LEASE LIABILITY 551635 551635 X PART X, LINE 2: TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY ABBY'S HOUSE IS THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE FACT THAT CHANGES MAY RESULT FROM CLOSING OF STATUTE OF LIMITATIONS ON TAX RETURNS, NEW LEGISLATION, AND CLARIFICATION OF EXISTING LEGISLATION THROUGH GOVERNMENT PRONOUNCEMENTS, THE COURTS, AND THROUGH THE EXAMINATION PROCESS. FOR THE YEAR PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THESE EVALUATIONS. X X 1 SHARON S MCDONALD 39 DUCA DRIVE MARLBOROUGH MA 01752 GRANT WRITER 0 0 15034 0 15034 MA SPRINGTACULAR 190704 82249 108455 3439 993 ABBY'S 5K 78433 19354 59079 387 121 300 927 269137 101603 167534 3826 1114 300 927 6167 161367 1 RENTAL SUBSIDIES 22 123933 FMV THE DIFFERENCE BETWEEN THE MARKET RATES THAT COULD BE CHARGED FOR THE SQUARE-FOOTAGE AND THE ACTUAL RATES THE ORGANIZATION CHARGES. DIRECT CLIENT ASSISTANCE 167 5608 FMV VALUE OF GIFT CARDS, CLOTHING AND FOOD PROVIDED TO PROGRAM PARTICIPANTS PART I, LINE 2: THE ORGANIZATION IS THE LARGEST PROVIDER IN WORCESTER, MA OF AFFORDABLE HOUSING SPECIFICALLY DESIGNED TO MEET THE NEEDS OF WOMEN AND CHILDREN. THE ORGANIZATION WORKS WITH WOMEN WHO CANNOT AFFORD MARKET-RATE RENT AND DETERMINES HOW MUCH ASSISTANCE THEY NEED ON A CLIENT SPECIFIC BASIS TO ENSURE THEY CAN LIVE SAFELY AND COMFORTABLY. X 260975 THRIFT SHOP VALUE X 24232 FMV X GIFT CARDS 0 11826 CASH VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B WITH THE EXCEPTION OF SENSITIVE DONOR INFORMATION, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REQUIRES A DECLARATION FROM ALL BOARD MEMBERS AND SENIOR MANAGEMENT AS TO THE EXISTENCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. BOARD MEETING MINUTES WILL DOCUMENT THE DISCUSSION AND DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THIS REVIEW FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND 274,903. AKFH RENOVATIONS LLC 52 HIGH STREET WORCESTER MA 01069 352612753 LOW-INCOME HOUSING MA ABBY KELLEY FOSTER HOUSE INC THROUGH AKFH RENOVATIONS MM LLC RELATED 0 1 0.00010 AKFH RENOVATIONS MM LLC 52 HIGH STREET WORCESTER MA 01069 823456359 LOW-INCOME HOUSING MA N/A C 0.50000 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 AKFH RENOVATIONS LLC D 2218536 NOTES AND ADVANCES RECEIVABLE AKFH RENOVATIONS LLC K 107763 RENT PAID AKFH RENOVATIONS LLC L 68262 MANAGEMENT FEE/PROGRAM SERVICES AKFH RENOVATIONS LLC Q 146988 REIMBURSEMENT FOR SHARED PAYROLL