2026-04-28T11:47:02-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-07-01 042562646 MYSTIC VALLEY AGING SERVICES INC MYST 7813247705 300 COMMERCIAL STREET 19 MALDEN MA 02148 JANICE T HOUGHTON PRESIDENT 7813247705 2026-04-14 1 1 AMANDA ADAMS P00748038 4014214800 2026-04-14 2024 2025-03-06 01:10:19Z X JANICE T HOUGHTON 21 CRICKLEWOOD DRIVE STONEHAM MA 02180 136152743 0 X WWW.MVES.ORG X 1975 MA MYSTIC VALLEY AGING SERVICES IS AN ORGANIZATION THAT IS SET UP TO ASSIST ELIGIBLE OLDER RESIDENTS AND ADULTS LIVING WITH DISABILITIES WITH A RANGE OF SERVICES THAT WILL ENHANCE THEIR QUALITY OF LIFE AND ALLOW THEM TO LIVE WITH DIGNITY AND RESPECT. 13 13 418 179 0 0 100617593 110070685 20675177 23095652 651559 716328 5716 762 121950045 133883427 223660 207053 0 0 24055602 26131587 0 0 364684 96095873 106253254 120375135 132591894 1574910 1291533 46550020 48521801 28947501 29274027 17602519 19247774 X MYSTIC VALLEY AGING SERVICES IS AN ORGANIZATION THAT IS SET UP TO ASSIST ELIGIBLE OLDER RESIDENTS AND ADULTS LIVING WITH DISABILITIES WITH A RANGE OF SERVICES THAT WILL ENHANCE THEIR QUALITY OF LIFE AND ALLOW THEM TO LIVE WITH DIGNITY AND RESPECT. 0 0 67515488 COMMUNITY CHOICES IS A MEDICAID FUNDED PROGRAM DESIGNED TO PROVIDE HOME CARE SUPPORT FOR ELDERS WHO ARE ELIGIBLE FOR MASS HEALTH COVERAGE AND AT RISK OF PLACEMENT IN A LONG-TERM FACILITY. THE PROGRAM PROVIDED SERVICES TO 7,660 PUBLICLY SPONSORED CLIENTS IN FY2025. 19711133 1708874 STATE FUNDED HOME CARE PROVIDES COMMUNITY-BASED SERVICES TO LOW INCOME, FRAIL ELDERS THROUGH THIRD-PARTY CONTRACTS, INCLUDING CASE MANAGEMENT. THE PROGRAM PROVIDED HOME CARE AND CASE MANAGEMENT SERVICES TO 33,966 PUBLICLY SPONSORED CLIENTS IN FY2025. 11957899 THE ENHANCED COMMUNITY OPTIONS PROGRAM PROVIDES CASE MANAGEMENT AND COMMUNITY-BASED SERVICES TO ELDERS FINANCIALLY ELIGIBLE FOR HOME CARE, FINANCIALLY INELIGIBLE FOR MEDICAID, AND IN IMMEDIATE RISK OF NURSING HOME PLACEMENT. THE PROGRAM PROVIDED SERVICES TO 8,354 PUBLICLY SPONSORED CLIENTS IN FY2025. 29012701 207053 21386778 OTHER PROGRAMS PROVIDE CLINICAL ASSESSMENT OF ELDERS, SUPPORTIVE SENIOR HOUSING, MONEY MANAGEMENT, GERIATRIC MENTAL HEALTH SERVICES, HEALTH INSURANCE INFORMATION, MEALS AND NUTRITION SERVICES, CAREGIVER SUPPORT, ELDER TRANSPORTATION, AND LONG TERM CARE OPTIONS COUNSELING. 29012701 207053 21386778 128197221 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 418 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SEAN HUBACZ 7813247705 300 COMMERCIAL STREET SUITE 19 MALDEN MA 02148 BRIAN C SNELL PRESIDENT 1.00 X X 0 0 0 PAMELA L KELLY VICE PRESIDENT 1.00 X X 0 0 0 SARITIN E RIZZUTO TREASURER 1.00 X X 0 0 0 JANICE DONATELLI CLERK 1.00 X X 0 0 0 KRISTIN AHLMAN DIRECTOR 1.00 X 0 0 0 ALLAN I ALPERT DIRECTOR 1.00 X 0 0 0 KATHLEEN M BEAULIEU DIRECTOR 1.00 X 0 0 0 SUSAN BUCKLEY DIRECTOR 1.00 X 0 0 0 KATHRYN L DIXON DIRECTOR 1.00 X 0 0 0 JANICE T HOUGHTON DIRECTOR 1.00 X 0 0 0 DAVID KELLEY DIRECTOR 1.00 X 0 0 0 CAROLYN E LIGHTBURN DIRECTOR 1.00 X 0 0 0 JON E NORTON DIRECTOR 1.00 X 0 0 0 TRACY NOWICKI DIRECTOR 1.00 X 0 0 0 JAMES E OOSTERMAN DIRECTOR 1.00 X 0 0 0 JOANNE M PUOPOLO DIRECTOR 1.00 X 0 0 0 CHARLES W RANDALL DIRECTOR 1.00 X 0 0 0 EDWARD ROCHA DIRECTOR 1.00 X 0 0 0 KRISTEN SPENCE DIRECTOR 1.00 X 0 0 0 JUDITH A WHATLEY DIRECTOR 1.00 X 0 0 0 LISA GURGONE CHIEF EXECUTIVE OFFICER 35.00 X 285479 0 10564 SEAN HUBACZ CHIEF FINANCIAL OFFICER 35.00 X 230648 0 53247 LESLEY NOLAN CHIEF OPERATING OFFICER 35.00 X 218017 0 17624 JOANNE SOLAZZO DIRECTOR OF CLIENT SERVICES 35.00 X 200716 0 10487 ELIZABETH CRIMMINS MASS AGING ACCESS ED 35.00 X 168542 0 40131 ALEX JURKEVICH IT MANAGER 35.00 X 160698 0 44618 BRIAN MCDONALD PROTECTIVE SERVICES DIRECTOR 35.00 X 154297 0 10530 AMY CATALDO DIRECTOR OF INTEGRATED CARE 35.00 X 134712 0 19923 JENNIFER VANASSE DIRECTOR OF DEVELOPMENT 35.00 X 120599 0 42832 LISA JIMENEZ DIRECTOR OF NURSING & CLINICAL CARE 35.00 X 124638 0 15425 CLARITZA BATISTA HUMAN RESOURCES DIRECTOR 35.00 X 127917 0 15651 ROZA BUDILOVSKY NURSE MANAGER 35.00 X 121936 0 19808 2048199 0 300840 21 0 1 0 GREATER BOSTON PATIENT CARE 375 TOTTEN POND ROAD SUITE 100 WALTHAM MA 02451 HOMEMAKING/PERSONAL CARE 4516765 GLOBAL HEALTHCARE SERVICES 5 HIGH STREET SUITE 201 MEDFORD MA 02155 HOMEMAKING/PERSONAL CARE 2508198 ALL AT HOME HEALTHCARE 20 LINDEN STREET ALLSTON MA 02134 HOMEMAKING/PERSONAL CARE 1251163 NATALE COMPANY & SAFETCARE 11 EAMES STREET WILMINGTON MA 01887 ADAPTIVE HOUSING SERVICES 1061908 THE SCRUBBING BOARD 104 HANCOCK STREET EVERETT MA 02149 LAUNDRY SERVICES 994998 7 200170 108973945 896570 43888 110070685 ELDERLY SERVICES 624100 23095652 23095652 23095652 563283 563283 2394333 2241288 153045 153045 153045 28790 200170 28028 762 762 133883427 23095652 0 717090 X 207053 207053 1557376 800154 757222 19797644 17987194 1613002 197448 488840 459151 24046 5643 2534425 2353229 149158 32038 1753302 1558975 179201 15126 76469 1841 74628 92198 92198 53217 53217 96617967 96259525 356282 2160 66803 6564 48892 11347 629020 525848 37343 65829 47196 45782 1271 143 1245882 877796 364148 3938 248383 247779 543 61 22841 14214 6407 2220 192229 175107 15403 1719 117618 900 116718 MEALS 4931336 4930786 550 CLIENT TRANSPORTATION 1467751 1467751 DUES AND SUBSCRIPTIONS 168236 49477 118025 734 PROGRAM SUPPLIES 74101 74101 202007 153994 21735 26278 132591894 128197221 4029989 364684 132178 898906 4248083 5223371 31131422 31433375 178452 306707 65032 75210 1677871 1300238 470056 377633 6775561 7374868 3549236 2831731 46550020 48521801 23403658 25977768 247452 177615 1500000 0 3796391 3118644 28947501 29274027 X 17354515 19019787 248004 227987 17602519 19247774 46550020 48521801 1291533 353722 0 X 0 1 X 1 1 1 X 79042733 81353993 86014636 100617593 110075555 457104510 79042733 81353993 86014636 100617593 110075555 457104510 457104510 56986 222625 156399 453555 563283 1452848 5716 5716 72132 510351 582483 459145557 72215084 0.99560 0.99770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 72,132. 2022 AMOUNT: $ 510,351. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6994649 10500 714149 300000 7419298 6352281 12925 929443 300000 6994649 5990799 661482 300000 6352281 6895738 -604939 300000 5990799 5974527 22144 1199067 300000 6895738 1.00000 0.00000 0.00000 0 0 598076 462267 135809 729718 506322 223396 350077 331649 18428 377633 OPERATING LEASES RIGHT-OF-USE ASSETS, NET 2810229 SECURITY DEPOSITS 21502 2831731 OPERATING LEASES LIABILITIES 3118644 3118644 X 134211960 353722 28028 381750 133830210 53217 53217 133883427 132566705 28028 28028 132538677 53217 53217 132591894 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE RESOURCES FOR UNFUNDED OR UNDERFUNDED PROGRAMS FOR WHICH GOVERNMENT RESOURCES ARE NOT ENOUGH TO MEET THE PROGRAM'S NEEDS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2025 AND 2024, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 28,028. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 28,028. SPRING THEATER EVENT 187500 168580 18920 10473 10500 153 HARVEST PARTY 41460 31590 9870 4749 1350 803 228960 200170 28790 15222 11850 956 28028 762 1 BOYS & GIRLS CLUBS OF STONEHAM AND WAKEFIELD 5 DALE COURT STONEHAM MA 02180 237025777 501(C)(3) 11330 0 ELDER TECHNOLOGY PROGRAM CHINESE CULTURE CONNECTION 6 PLEASANT STREET MALDEN MA 02148 043103223 501(C)(3) 9942 0 CULTURAL ELDER PROGRAMMING GREATER BOSTON CHINESE GOLDEN AGE CENTER 75 KNEELAND STREET SUITE 204 BOSTON MA 02111 237181452 501(C)(3) 28989 0 ELDER ADVOCACY AND EVIDENCE BASED PROGRAMS GREATER BOSTON LEGAL SERVICES 197 FRIEND STREET BOSTON MA 02114 042103907 501(C)(3) 68000 0 ELDER LEGAL SUPPORT GREEN ROOTS 90 EVERETT AVENUE SUITE 10 CHELSEA MA 02150 812718273 501(C)(3) 9434 0 ASSIST WITH ELDER TRANSPORTATION RESOURCES HOUSING FAMILIES 919 EASTERN AVENUE MALDEN MA 02148 131837418 501(C)(3) 15630 0 ELDER LEGAL EVICTION ISSUES IMMIGRANT LEARNING CENTER INC 442 MAIN STREET MALDEN MA 02148 045596463 501(C)(3) 10000 0 ENGLISH AS SECOND LANGUAGE COURSES MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS 1046 CAMBRIDGE STREET CAMBRIDGE MA 02139 042596270 501(C)(3) 14000 0 OUTREACH AND ADVOCAY FOR PORTUGESE SPEAKERS MELROSE COUNCIL ON AGING 235 WEST FOSTER STREET MELROSE MA 02176 046001401 GOV'T ENTITY 13884 0 ELDER SUPPORT MGH HEALTH ASSOCIATES 55 FRUIT STREET BOSTON MA 02114 521372467 501(C)(3) 15974 0 CAREGIVER SUPPORT 10 0 PART I, LINE 2: EACH YEAR OUR AREA PLAN ADMINISTRATOR MONITORS EACH GRANTEE BASED ON THE GUIDELINE AND MONITORING TOOL ESTABLISHED BY THE EXECUTIVE OFFICE OF AGING AND INDEPENDENCE. X X X X 0 0 0 0 0 0 0 1 0 LISA GURGONE CHIEF EXECUTIVE OFFICER 271445 0 13620 0 414 0 5529 0 5035 0 296043 0 0 0 SEAN HUBACZ CHIEF FINANCIAL OFFICER 222287 0 7947 0 414 0 9731 0 43516 0 283895 0 0 0 LESLEY NOLAN CHIEF OPERATING OFFICER 210114 0 6715 0 1188 0 0 0 17624 0 235641 0 0 0 JOANNE SOLAZZO DIRECTOR OF CLIENT SERVICES 198898 0 1500 0 318 0 8049 0 2438 0 211203 0 0 0 ELIZABETH CRIMMINS MASS AGING ACCESS ED 167414 0 100 0 1028 0 0 0 40131 0 208673 0 0 0 ALEX JURKEVICH IT MANAGER 155070 0 5329 0 299 0 6945 0 37673 0 205316 0 0 0 BRIAN MCDONALD PROTECTIVE SERVICES DIRECTOR 147189 0 6695 0 413 0 6201 0 4329 0 164827 0 0 0 JENNIFER VANASSE DIRECTOR OF DEVELOPMENT 115223 0 4985 0 391 0 5341 0 37491 0 163431 0 0 0 AMY CATALDO DIRECTOR OF INTEGRATED CARE 129420 0 5195 0 97 0 5481 0 14442 0 154635 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES WERE AWARDED DURING THE YEAR TO EMPLOYEES. THE CEO'S BONUS WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ALL OTHER BONUSES WERE DETERMINED BY MANAGEMENT AND APPROVED BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS. X 28985 FMV X 11 3630 FMV X GIFTS CARDS, GIFTS FOR CONSUMERS, ITEMS FOR RAFFLES 12 9268 FMV X FLOWERS 3 2005 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BASED ON THE NUMBER OF TIMES CONTRIBUTIONS WERE RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF MEMBERS OF THE BOARD OF DIRECTORS WHICH MAY MEET BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL NORMALLY ACT IN AN ADVISORY CAPACITY TO THE BOARD OF DIRECTORS; PROVIDED THAT THE EXECUTIVE COMMITTEE MAY, AS A MATTER OF URGENCY, WHEN THE BEST INTERESTS OF THE CORPORATION WOULD NOT BE SERVED BY POSTPONING ACTION UNTIL A REGULAR OR SPECIAL MEETING MAY BE HELD, EXERCISE THE FULL POWERS OF THE BOARD OF DIRECTORS SUBJECT TO THE LIMITATIONS SPECIFIED IN MASSACHUSETTS GENERAL LAWS CHAPTER 156B, SECTION 55. THE DETERMINATION OF THE EXECUTIVE COMMITTEE AS TO SUCH URGENCY AND BEST INTERESTS SHALL BE CONCLUSIVE IN FAVOR OF ANY PERSON RELYING UPON SUCH DETERMINATION. ANY ACTION SO TAKEN SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS NAME FROM MYSTIC VALLEY ELDER SERVICES, INC. TO MYSTIC VALLEY AGING SERVICES, INC. FORM 990, PART VI, SECTION B, LINE 11B IF POSSIBLE PRIOR TO THE SUBMISSION DEADLINE, FORM 990 IS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE AND RECOMMENDED FOR APPROVAL BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. OTHERWISE, THE FULL BOARD OF DIRECTORS REVIEWS THE RETURN PRIOR TO FILING. OUR CPA FIRM, OR CFO, PROVIDES THE REVIEW AT A MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED TO THE BOARD OF DIRECTORS. IF A CONFLICT ARISES WITH RESPECT TO ANY DECISION MADE BY THE BOARD, THE INDIVIDUAL IS ASKED TO RECUSE HIM/HERSELF FROM PARTICIPATING IN DISCUSSIONS AND DECISIONS. REFUSAL TO RECUSE IS SUBJECT TO REMOVAL FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE PROCESS FOR DETERMINING COMPENSATION INCLUDES ALL THE FOLLOWING ELEMENTS: REVIEW AND APPROVAL BY THE BOD; USE OF DATA TO COMPARE COMPENSATION LEVELS TO COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS; AND CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DECISIONS REGARDING COMPENSATION. COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES: THE PROCESS FOR DETERMINING COMPENSATION INCLUDES ALL THE FOLLOWING ELEMENTS: USE OF DATA TO COMPARE COMPENSATION LEVELS TO COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS; AND CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DECISIONS REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR'S AND THE MASS DIVISION OF PUBLIC CHARITIES'S WEBSITE. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART IX, LINE 11G DATA PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 88,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,700. DIRECT CARE CONSULTING: PROGRAM SERVICE EXPENSES 4,805. MANAGEMENT AND GENERAL EXPENSES 251,302. FUNDRAISING EXPENSES 1,860. TOTAL EXPENSES 257,967. HOME CARE SERVICES: PROGRAM SERVICE EXPENSES 96,228,589. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,228,589. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 562. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 562. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 17,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,340. THIRD PARTY ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,080. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 16,380. TRANSLATION: PROGRAM SERVICE EXPENSES 8,229. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,429.