2025-12-08T11:41:38-06:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 042479435 TURNING POINT INC AND AFFILIATES TURN 9784628251 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 ALAN KLEIN PRESIDENT AND CEO 9784628251 2025-12-05 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2025-12-05 2024 2025-03-06 01:10:19Z X ALAN KLEIN 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 37068922 0 X WWW.TURNINGPOINTINC.ORG X 1971 MA TURNING POINT, INC. IS A HUMAN SERVICES ORGANIZATION PROVIDING RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE NORTH SHORE AND MERRIMACK VALLEY AREAS. OUR MISSION STATEMENT IS AS FOLLOWS: TURNING POINT IS A NON-PROFIT ORGANIZATION THAT IS COMMITTED TO PROVIDING EXCEPTIONAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. TURNING POINT, INC., WITH ITS TEAM OF DEDICATED EMPLOYEES, STRIVES TO TEACH, EMPOWER AND ENCOURAGE THE INDIVIDUALS TO BE SELF-CONFIDENT. 10 10 409 10 0 0 26745306 32790646 1173676 1215002 251856 377157 0 31284 28170838 34414089 0 0 0 0 23768682 24131779 0 0 0 7589230 7023954 31357912 31155733 -3187074 3258356 20936160 24610030 8223661 8425092 12712499 16184938 X TO EMPOWER INDIVIDUALS TO STRIVE FOR INDEPENDENCE, SELF-SUFFICIENCY, COMMUNITY INTEGRATION WHILE PROVIDING THEM WITH AN OPPORTUNITY TO MOVE TOWARD A MORE INDEPENDENT LIVING SITUATION, THROUGH SHARED LIVING. TURNING POINT DEVELOPS RESIDENTIAL PROGRAMS THAT SUPPORT THE NEEDS OF DEVELOPMENTALLY AND INTELLECTUALLY DISABLED INDIVIDUALS BY PROMOTING INDEPENDENCE THROUGH COMMUNITY INCLUSION AND SUPPORT FOR DAILY LIFE ACTIVITIES. TURNING POINT BEGAN IN 1971, WITH AN ANNUAL OPERATING BUDGET OF $50K AND TODAY, IT IS AT JUST OVER $20M ANNUALLY. WE HAVE OVER 30 LOCATIONS THAT SERVE OVER 150 INDIVIDUALS. OUR LOCAL JUDGES ARE PROUD TO PRAISE US AROUND THE WORK WE DO WITH OUR BEHAVIORALLY CHALLENGED INDIVIDUALS. 0 0 11804865 476277 MERRIMACK VALLEY RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 59 INDIVIDUALS IN 13 RESIDENTIAL PROGRAMS IN THE MERRIMACK VALLEY, INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE. 16302086 731624 NORTH SHORE RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 77 INDIVIDUALS IN 17 RESIDENTAL PROGRAMS INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE. WE ALSO HAVE ADJUSTED OUR MODELS TO WORK EVEN MORE EFFECTIVELY WITH THOSE INDIVIDUALS, WHO ARE BEING REFERRED TO US, THE "TURNING 22" INDIVIDUALS WHO HAVE MANY BEHAVIORAL CHALLENGES. 346517 2928 THE INDIVIDUAL SUPPORT SERVICES (ISS) COMPONENT SUPPORTS 50 HIGH FUNCTIONING INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS AT ANY GIVEN TIME. THESE INDIVIDUALS RESIDE IN COMMUNITIES WITHIN THE MERRIMACK VALLEY AND NORTH SHORE AREAS. ISS STRIVES TO MEET EACH INDIVIDUAL'S OWN UNIQUE NEEDS AND CAPABILITIES. THE ISS PROGRAM SUPPORTS THESE INDIVIDUALS LIVING ON THEIR OWN AND IN APARTMENTS. INDIVIDUALS ARE PROVIDED WITH PART-TIME ASSISTANCE WITH TRANSPORTATION FOR SHOPPING, BANKING, MEDICAL APPOINTMENTS, TRIPS WITHIN THE COMMUNITY, AND OTHER APPOINTMENTS FOR SOCIALIZATION. 33197 35457 33197 35457 28486665 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 1 0 0 0 1 14 0 1 409 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ALAN KLEIN 9784628251 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 C STEPHEN DEOROCKI CHAIRPERSON 1.00 X X 0 0 0 MARK D BAILEY VICE CHAIR 1.00 7.00 X X 0 0 0 JULIE ZALESKI TREASURER 1.00 X X 0 0 0 SCOTT EATON CLERK 1.00 7.00 X X 0 0 0 GARY DAVIS DIRECTOR 1.00 X 0 0 0 HILLARY PERRON DIRECTOR 1.00 7.00 X 0 0 0 PENNY OUTLAW DIRECTOR 1.00 X 0 0 0 GREG DELUCA DIRECTOR 1.00 X 0 0 0 JUSTIN GONSALVES DIRECTOR 1.00 X 0 0 0 LAURA CONLIN DIRECTOR 1.00 X 0 0 0 CATHERINE STEVENS DIRECTOR (UNTIL 3/2025) 1.00 X 0 0 0 ALAN KLEIN PRESIDENT AND CEO 40.00 7.00 X 200957 0 5552 LINDA BLEAU COO 40.00 X 171599 0 12484 SHERRY RICHARDSON CFO 40.00 X 152405 0 1063 SHERRY ROGNESS DIRECTOR OF HUMAN RESOURCES 40.00 X 125228 0 4865 LAWRENCE LEGAULT DIR. OF FACILITIES/MAINTENANCE 40.00 X 111240 0 4741 KINGSLEY ANADU DIRECT SUPPORT 40.00 X 108398 0 0 TRACY WOOD SENIOR HR GENERALIST 40.00 X 103272 0 842 KWABENA NIMO DIRECT SUPPORT 38.00 X 102218 0 0 JULIEANNE BURRIDGE DIRECTOR OF NURSING 40.00 X 104000 0 851 1179317 0 30398 14 0 1 0 0 32728642 62004 32790646 CLIENT RESOURCES 900099 1215002 1215002 1215002 216905 216905 2815085 2654833 160252 160252 160252 OTHER INCOME 900099 31284 31284 31284 34414089 1246286 0 377157 X 766789 766789 18719577 18295974 423603 3007732 2713135 294597 1637681 1605183 32498 1916 1916 85680 85680 15637 15637 3443593 3095625 347968 98161 98161 1118567 784396 334171 710075 708442 1633 152817 137423 15394 447173 372890 74283 41674 41674 FOOD 458136 457321 815 PROGRAM SUPPLIES 303267 284566 18701 STAFF TRAVEL AND TRAINI 102294 17595 84699 MISCELLANEOUS 44964 14115 30849 31155733 28486665 2669068 0 811900 2223736 1148330 3237742 3285192 3188717 315503 255758 14275057 6110054 8253156 8165003 6014420 6530233 1107659 1008841 20936160 24610030 2023865 2476582 5465526 5308274 734270 640236 8223661 8425092 X 12712499 16184938 12712499 16184938 20936160 24610030 3258356 214083 0 X X 0 1 X 1 1 1 X 22140767 25022283 26923171 26745306 32790646 133622173 22140767 25022283 26923171 26745306 32790646 133622173 133622173 20456 61194 288779 200017 216905 787351 500000 500000 134909524 5869259 0.99050 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3407141 3407141 8755528 4368984 4386544 818450 480617 337833 149435 116268 33167 1144503 1144185 318 8165003 DUE TO AFFILIATES 31744 OPERATING LEASE LIABILITIES 436114 FINANCE LEASE LIABILITIES 172378 640236 X PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2025. THE AGENCY'S INFORMATION AND INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 1 0 ALAN KLEIN PRESIDENT AND CEO 200957 0 0 0 0 0 0 0 5552 0 206509 0 0 0 LINDA BLEAU COO 165795 0 5804 0 0 0 0 0 12484 0 184083 0 0 0 SHERRY RICHARDSON CFO 146778 0 5627 0 0 0 0 0 1063 0 153468 0 0 0 PART I, LINE 7 BONUSES PAID TO EMPLOYEES ARE DISRECTIONARY. BONUSES ARE NOT GIVEN EVERY YEAR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION, WHEN IT FIRST OBTAINED TAX-EXEMPT STATUS IN NOVEMBER OF 1971, THEIR NTEE CODE, L41, ALIGNED WITH THEIR EXEMPT PURPOSE AT THAT TIME; ORGANIZATIONS THAT PROVIDE A TEMPORARY PLACE TO STAY FOR PEOPLE WHO HAVE NO PERMANENT HOUSING. CURRENTLY, THE ORGANIZATION'S EXEMPT MISSION IS MORE ALIGNED WITH NTEE CODE P82; ORGANIZATIONS THAT PROVIDE OR COORDINATE A WIDE VARIETY OF PROGRAMS AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE FORM 990 AND COMPARES IT TO THE FINANCIAL STATEMENTS. THE CFO MEETS WITH THE BOARD OF DIRECTORS AND THE CEO, WHO APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT REVIEWS THE POLICIES PERIODICALLY THROUGHOUT THE YEAR AND REPORTS THEIR FINDINGS TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGED A PROFESSIONAL SURVEY GROUP TO PERFORM COMPENSATION DATA ANALYSIS, USING SALARY INFORMATION FOR COMPARABLE ORGANIZATIONS AND SKILL SETS. COMPENSATION FOR ALL EMPLOYEES WAS BASED ON THE RESULTS OF THIS SURVEY AND WAS APPROVED BY THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PRO FEES: PROGRAM SERVICE EXPENSES 18,548. MANAGEMENT AND GENERAL EXPENSES 332,571. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,119. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 3,077,077. MANAGEMENT AND GENERAL EXPENSES 15,397. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,092,474. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. BUENA VISTA INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 300142664 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 LOCUST THIRTEEN INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 311695981 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 MARK EIGHT INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 311695823 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 MILLER ROAD INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 300100617 SUPPORTIVE HOUSING MA 501(C)(3) PF TURNING POINT INC 1 ROWELL SIX INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 043373843 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 TWENTY THREE MIDDLE INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 300233972 SUPPORTIVE HOUSING MA 501(C)(3) PF TURNING POINT INC 1 WEST WINKLEY INC 5 PERRY WAY UNIT 8 NEWBURYPORT MA 01950 311758251 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0