2025-04-23T10:32:08-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2023-10-01 042104054 FAMILY SERVICES OF THE MERRIMACK VALLEY INC FAMI 9783276600 430 NORTH CANAL STREET LAWRENCE MA 01840 KURT MITTELSTAEDT BOARD PRESIDENT 9783276600 2025-04-01 1 0 X MATTHEW KALIL CPA MBA P01517069 9785575300 2025-04-01 2023 2025-03-06 01:10:19Z KURT MITTELSTAEDT 430 NORTH CANAL STREET LAWRENCE MA 01840 9094740 0 X WWW.FSMV.ORG X 1859 MA FAMILY SERVICES EMPOWERS, NURTURES AND SUPPORTS CHILDREN AND FAMILIES THROUGH LIFE'S CHALLENGES TO HELP THEM REACH THEIR FULL POTENTIAL. 16 16 151 438 0 0 7755513 7972250 753476 813980 17788 31063 37026 184317 8563803 9001610 0 0 0 0 5533877 6207727 0 0 236465 2179955 2680834 7713832 8888561 849971 113049 6000212 5618793 1562100 992627 4438112 4626166 X FAMILY SERVICES EMPOWERS, NURTURES AND SUPPORTS CHILDREN AND FAMILIES THROUGH LIFE'S CHALLENGES TO HELP THEM REACH THEIR FULL POTENTIAL. 0 0 1837649 CRISIS SERVICES: PROVIDES 988 LIFELINE CRISIS HOTLINE, OUTREACH AND EDUCATION, POSTVENTION VISITS AND TRAINING FOR INDIVIDUALS WHO HAVE FREQUENT CONTACT WITH HIGH-RISK POPULATIONS. CLIENTS SERVED: APPROX. 15,326 2185156 220612 FISCAL SPONSORSHIP-LAWRENCE/METHUEN COMMUNITY COALITION: PROVIDES RESIDENTS WITH ACCESS TO SERVICES THAT FOSTERS AND PRESERVES THE HEALTH, SAFETY AND WELL-BEING OF INDIVIDUALS AND FAMILIES THROUGH THE PREVENTION OF CHILD MALTREATMENT, DOMESTIC AND FAMILY VIOLENCE AND SUBSTANCE ABUSE. UNCOMMON THREADS: PROVIDES USED CLOTHING AND VOLUNTEER STYLISTS TO IMPROVE THE SELF-ESTEEM AND JOB READINESS OF WOMEN WHO ARE DOMESTIC VIOLENCE SURVIVORS, DISABLED WOMEN, WOMEN IN RECOVERY, FEMALE VETERANS AND LOW-INCOME WOMEN. ONE WISH PROJECT: PROVIDES BIRTHDAY EXPERIENCES TO CHILDREN AND YOUNG TEENS LIVING IN SHELTERS.BROTHERS IN ARMS: PROVIDES A VOLUNTEER-BASED MEN'S SUPPORT GROUP.INSPIRED VIBES: PROVIDES COACHING AND MINDFULNESS TOOLS TO SUPPORT MEN AND WOMEN IN NEED.CLIENTS SERVED: APPROX. 11,266 1317030 FAMILY SERVICES: PROVIDES GROUP CLASSES AND CASE MANAGEMENT TO PARENTS SEEKING TO RAISE HEALTHY CHILDREN. SERVICES INCLUDE THOSE TARGETED TO TEEN PARENTS, FATHERS, AND OTHER VULNERABLE FAMILIES. CLIENTS SERVED: APPROX. 517 720353 583468 CLINICAL SERVICES: FAMILY SERVICES OPERATES A STATE-LICENSED MENTAL HEALTH CLINIC THAT PROVIDES PROFESSIONAL TREATMENT TO INDIVIDUALS, FAMILIES AND COUPLES. CLINICAL SERVICES ALSO INCLUDE THERAPEUTIC MENTORING. CLIENTS SERVED: APPROX. 344 949794 9900 YOUTH SERVICES: YOUTH DEVELOPMENT PROGRAMS INCLUDE COMMUNITY AND SCHOOL-BASED MENTORING AS WELL AS LEADERSHIP DEVELOPMENT FOR AT RISK YOUNG PEOPLE AGES 12-18. CLIENTS SERVED: APPROX. 1,054 696925 FAMILY RESOURCE CENTER: PROVIDES ASSESSMENT AND FAMILY SUPPORT PLANNING, PARENTING CLASSES, PEER TO PEER SUPPORT GROUPS, LIFE SKILLS WORKSHOPS, CULTURAL AND COMMUNITY SERVICES ACTIVITIES TO FAMILIES AND SPECIALIZED SERVICES FOR FAMILIES RAISING ADOLESCENTS. CLIENTS SERVED: APPROX. 1,455 75717 ELDER SERVICES: PROVIDES DIRECT OUTREACH TO ELDERS AND THEIR FAMILIES, CONDUCT PROGRAMS IN LONGTERM CARE, SUPPORT GROUPS, AND GRIEF COUNSELING. CLIENTS SERVED: APPROX. 49 2442789 593368 7782624 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 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 0 0 0 0 1 37 0 1 151 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 0 0 MA X THE ORGANIZATION 9783276600 430 NORTH CANAL STREET LAWRENCE MA 01840 JAMES CIESLIK DIRECTOR (UNTIL APR '24) 1.00 X 0 0 0 DAVID DESOUZA DIRECTOR 1.00 X 0 0 0 MARY BETH HAUT DIRECTOR 1.00 X 0 0 0 HENRY OCH DIRECTOR 1.00 X 0 0 0 JOHN RILEY DIRECTOR 1.00 X 0 0 0 STEPHEN DESALVO DIRECTOR 1.00 X 0 0 0 TAD BICKFORD DIRECTOR 1.00 X 0 0 0 BRUZE BERZIN DIRECTOR 1.00 X 0 0 0 LYNNE CAPOZZI DIRECTOR 1.00 X 0 0 0 MICHELLE MCCAUX DIRECTOR 1.00 X 0 0 0 DAN GALLAGHER DIRECTOR (SINCE JUL '24) 1.00 X 0 0 0 JOANNE Q ROBERTS SECRETARY 1.00 X X 0 0 0 GREGORY SHAW TREASURER 1.00 X X 0 0 0 VIVIAN VITALE VICE PRESIDENT (SINCE JAN '24) 1.00 X X 0 0 0 DEBBY BRIGGS VICE PRESIDENT 1.00 X X 0 0 0 KURT MITTELSTAEDT PRESIDENT 1.00 X X 0 0 0 GARY SIDELL IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ELIZABETH SWEENEY CHIEF EXECUTIVE OFFICER 40.00 X 180097 0 15058 LINDA MOYNIHAN CHIEF FINANCIAL OFFICER 40.00 X 85783 0 15083 LORI HOWE CHIEF OPERATING OFFICER 40.00 X 105975 0 3476 ANA S CABACOFF CLINICIAN 40.00 X 102994 0 9181 474849 0 42798 3 0 1 0 MORSE TECHNOLOGIES 12 STILES ROAD SUITE 203 SALEM NH 03079 COMPUTER CONSULTING 114999 1 62501 330307 7579442 544511 7972250 PROGRAM SERVICE FEES 624100 813980 813980 813980 31063 31063 34822 0 34822 34822 34822 93130 330307 93130 0 MISCELLANEOUS INCOME 900099 149495 149495 149495 9001610 813980 0 215380 303850 31650 243628 28572 5034215 4527819 355525 150871 113573 96270 17303 333663 285646 48017 422426 349062 73364 47985 47985 524969 510294 5356 9319 179463 160832 18631 138857 134975 1417 2465 366376 342737 23639 124860 118790 4634 1436 73258 59107 14151 22762 22762 85058 69281 15777 66248 56750 9498 PROGRAM SUPPLIES 986141 976107 10034 LICENSES AND FEES 55537 53984 567 986 BAD DEBT 9320 9320 8888561 7782624 869472 236465 354276 494918 52382 140000 1605306 1127588 119163 57642 41529 48818 3765124 938475 2914286 2826649 454251 484836 459019 438342 6000212 5618793 407350 449323 36411 6262 674382 105544 443957 431498 1562100 992627 X 3309472 3737022 1128640 889144 4438112 4626166 6000212 5618793 113049 75005 0 X X 0 1 X 1 1 1 X 4550354 4805834 7591933 7755513 7972250 32675884 4550354 4805834 7591933 7755513 7972250 32675884 32675884 42290 37275 36129 32858 65885 214437 9113 34698 87305 21956 149495 302567 33192888 4728671 0.98440 0.98800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 407603 18854 90272 31893 484836 371109 8317 28177 407603 417633 85520 -74160 57884 371109 361791 60253 4411 417633 325842 40429 4480 361791 0.59700 0.40300 0 0 109635 109635 3249143 535226 2713917 233213 233212 1 173133 170037 3096 2826649 SECURITY DEPOSITS 15742 OPERATING LEASE RIGHT-OF-USE ASSETS 422600 438342 OPERATING LEASE LIABILITIES 431498 431498 X 9053853 75005 -22762 52243 9001610 0 9001610 8865799 0 8865799 22762 22762 8888561 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS AND FUNDS THAT ARE DONOR RESTRICTED. TOGETHER, THESE ENDOWMENT FUNDS ARE SET ASIDE TO SUPPORT THE ORGANIZATION'S GENERAL OPERATIONS AND ARE SUBJECT TO THE ORGANIZATION'S SPENDING POLICY. 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, 2024, 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 STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF SEPTEMBER 30, 2024. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST EXPENSE -22,762. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 22,762. GALA 135356 107955 27401 27401 BIRTHDAY EVENT 162221 126221 36000 36000 3 125860 96131 29729 29729 423437 330307 93130 93130 93130 0 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH SWEENEY CHIEF EXECUTIVE OFFICER 180097 0 0 0 0 0 5663 0 9395 0 195155 0 0 0 X 402454 THRIFT SHOP VALUE X 272 34119 FMV X ONE WISH DONATIONS-CHILDREN'S TOYS 1 41469 FMV X LAPTOP DONATIONS 1 3490 FMV 0 0 0 SCHEDULE M, PART 1, LINE 9 THE ORGANIZATION RECEIVED 272 SHARES OF DONATED STOCK DURING THE YEAR AND SOLD THE SHARES AT FAIR MARKET VALUE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BY THE ORGANIZATION PRIOR TO ITS FILING. THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND SIGNED BY THE PRESIDENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS AND UPDATES THE WRITTEN CONFLICTS OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD DOES A THOROUGH REVIEW OF CEO COMPENSATION THAT INCLUDES A SALARY COMPARISON WITH INDUSTRY STANDARDS OF OTHER SIMILAR AGENCIES OF OUR SIZE, REGION ETC. THE EXECUTIVE COMMITTEE THEN DISCUSSES A SALARY INCREASE AS A COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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.