2025-08-15T08:37:43-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2023-10-01 042376180 SELF HELP INC SELF 5085880447 45 PEARL STREET BROCKTON MA 02301 JONATHAN CARLSON CHIEF EXECUTIVE OFFICER 5085880447 2025-08-14 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-08-14 2023 2025-03-06 01:10:19Z JONATHAN CARLSON 45 PEARL STREET BROCKTON MA 02301 52759593 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. 13 13 259 466 0 0 43395260 52752794 0 0 27 6799 0 0 43395287 52759593 22027417 23573440 0 0 12613942 14455971 0 0 0 7655982 12576235 42297341 50605646 1097946 2153947 12681705 13052824 7914878 6132050 4766827 6920774 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 34686698 23029440 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. 13339052 486000 HEAD START PROGRAM PROVIDES EDUCATION, HEALTH, NUTRITION AND SOCIAL SERVICES TO PRE-SCHOOL CHILDREN AGES 2 YEARS AND 9 MONTHS 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. 727821 58000 FAMILY AND COMMUNITY ENGAGEMENT PROVIDES FREE EDUCATIONAL ACTIVITIES, WORKSHOPS, INFORMATION, AND RESOURCES FOR CHILDREN AND FAMILIES SO THEY CAN REACH THEIR FULL POTENTIAL. 48753571 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 259 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 SHARON ANDERSON PRES. SINCE MAY '24 (VP TO MAY '24) 1.00 X X 0 0 0 RAYMOND YANCY PRESIDENT (TO MAY '24) 1.00 X X 0 0 0 MICHELLE HATCH CPA TREASURER 1.00 X X 0 0 0 ANN SHAW SECRETARY 1.00 X X 0 0 0 BEVERLY DANCEY DIRECTOR 1.00 X 0 0 0 XAVIER ARIAS TEJEDA DIRECTOR 1.00 X 0 0 0 ERIC HANSON DIRECTOR 1.00 X 0 0 0 ELIZABETH ANN LAROSEE DIRECTOR 1.00 X 0 0 0 VIVIAN RENE DIRECTOR 1.00 X 0 0 0 IRENE FRECCHETTE DIRECTOR 1.00 X 0 0 0 JOHN M MESSIA DIRECTOR 1.00 X 0 0 0 LINDA MILNE DIRECTOR 1.00 X 0 0 0 SAMIRA MURILLO DIRECTOR 1.00 X 0 0 0 KATIE GOLDRICK DIRECTOR 1.00 X 0 0 0 LORRAINE SIMON DIRECTOR (TO MAR '24) 1.00 X 0 0 0 DEVONNA BUFFALO DIRECTOR (TO APR '24) 1.00 X 0 0 0 JONATHAN CARLSON EXECUTIVE DIRECTOR 35.00 X 141763 0 20122 CHRISTOPHER MCLAIN CHIEF FINANCIAL OFFICER 35.00 X 135463 0 5143 NANCY SULLIVAN HEAD START DEPUTY DIRECTOR 35.00 X 135074 0 19014 DAVID BIGDA HEAD START DIRECTOR 35.00 X 132796 0 31118 JASON PREUSS DIRECTOR OF CONSERVATION 35.00 X 123899 0 17094 CYNTHIA MITCHELL DEPUTY DIRECTOR OF PROGRAM SERVICES 35.00 X 118566 0 41299 COLLEEN HUGHES CONTROLLER 35.00 X 113799 0 6359 901360 0 140149 10 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 UNIT 50357 NEW BEDFORD MA 02745 WEATHERIZATION & ENERGY EFFICIENCY SERVI 850674 NICCOLI BROTHERS 568 MONTELLO STREET BROCKTON MA 02301 WEATHERIZATION & ENERGY EFFICIENCY SERVI 739854 20 34188368 18564426 551000 52752794 6799 6799 52759593 0 0 6799 23573440 23573440 324706 12607 312099 11373714 10699991 673723 397916 377980 19936 762874 705114 57760 1596761 1465174 131587 79529 3500 76029 105050 105050 99212 65362 33850 70023 69407 616 287856 259672 28184 336927 280174 56753 380244 351027 29217 122679 121719 960 106060 105230 830 324127 287099 37028 604494 519943 84551 170095 159889 10206 EQUIPMENT 5705512 5703745 1767 REPAIRS & MAINTENANCE 3032933 2950958 81975 SUPPLIES 957405 889016 68389 FEES 78429 67424 11005 115660 85100 30560 50605646 48753571 1852075 0 1008818 1697911 3420315 4153402 15516058 8314547 6732572 7201511 1520000 0 12681705 13052824 2190031 1582505 681730 48177 5043117 4501368 7914878 6132050 X 4766827 6920774 4766827 6920774 12681705 13052824 2153947 0 X 0 1 X 1 1 1 X 26945385 26638736 43697445 43395260 52752794 193429620 539727 347399 365099 1252225 26945385 26638736 44237172 43742659 53117893 194681845 194681845 18 11 10 27 6799 6865 9990 9990 194698700 0.99990 0.99990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 9,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11651673 7405005 4246668 399581 357236 42345 3464804 552306 2912498 7201511 X 54348879 1589286 1589286 52759593 0 52759593 52194932 1589286 1589286 50605646 0 50605646 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 STATEMENT 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. 1 CLIENT SUPPORT SERVICES 12967 23029440 0 ENERGY SERVICES DONATED SUPPLIES 3381 0 544000 FMV BABY SUPPLIES, CLOTHING, FOOD, SCHOOL SUPPLIES, HOUSING SUPPLIES, GIFT CARDS AND TOYS. 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 1 0 DAVID BIGDA HEAD START DIRECTOR 129179 0 3617 0 0 0 9252 0 21866 0 163914 0 0 0 JONATHAN CARLSON EXECUTIVE DIRECTOR 139263 0 2500 0 0 0 10060 0 10062 0 161885 0 0 0 CYNTHIA MITCHELL DEPUTY DIRECTOR OF PROGRAM SERVICES 115109 0 3457 0 0 0 31003 0 10296 0 159865 0 0 0 NANCY SULLIVAN HEAD START DEPUTY DIRECTOR 131617 0 3457 0 0 0 9164 0 9850 0 154088 0 0 0 PART I, LINE 7 THE PERSONNEL COMMITTEE MEETS TO DELIBERATE AND APPROVE BONUSES TO BE PAID TO THE CEO AND OTHER OFFICERS AND EMPLOYEES OF THE ORGANIZATION. BONUSES ARE DETERMINED BY THE AVAILABILITY OF FUNDING, ATTENDANCE, RETENTION AND PERFORMANCE. X 419835 COMPARABLE SALES X 6 44075 COMPARABLE SALES X GIFT CARDS 3 28250 ACTUAL CASH VALUE X TOYS 9 17500 COMPARABLE SALES X BABY SUPPLIES 4 15340 COMPARABLE SALES X TOYS & CLOTHING 2 14500 COMPARABLE SALES X GIFTS & CLOTHING 1 5000 COMPARABLE SALES X TOYS, CLOTHING & FOOD 1 2500 COMPARABLE SALES X FOOD & HOUSING SUPPLIES 1 2000 COMPARABLE SALES X SCHOOL SUPPLIES 1 2000 COMPARABLE SALES 0 0 0 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF CONTRIBUTORS 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 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.