2026-02-09T12:40:09-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 237399545 THE ARC OF GREATER PLYMOUTH INC ARCO 5087329292 71 ARMSTRONG ROAD PLYMOUTH MA 02360 KIMBERLY SCHARF PRESIDENT AND CEO 5087329292 2026-02-05 1 1 SHANNON CROWLEY P01594935 7819821001 2026-02-05 2024 2025-03-06 01:10:19Z KIMBERLY SCHARF 71 ARMSTRONG ROAD PLYMOUTH MA 02360 12248944 0 1 X WWW.PLYMOUTHCAPEARC.ORG X 1974 MA PROVIDE PERSONALIZED SERVICES, SUPPORTS AND ADVOCACY TO INDIVIDUALS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES AND ALSO TO THEIR FAMILIES. 8 8 174 8 0 0 185410 11992286 9394856 0 56515 77158 88210 179500 9724991 12248944 0 0 0 0 4505691 5859147 0 0 0 5368039 6281672 9873730 12140819 -148739 108125 11797589 17649527 8261437 14046630 3536152 3602897 X PROVIDE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND THEIR FAMILIES THROUGH FAMILY SUPPORT PROGRAMS AND SUPPORTED LIVING. 0 0 6013304 ACQUIRED BRAIN INJURY GROUP HOMES FOR 29 CLIENTS 1410216 ADULT FAMILY CARE SERVICES TO 55 CLIENTS. 1052977 SHARED LIVING AND INDIVIDUAL SUPPORT SERVICES FOR 20 INDIVIDUALS 857399 COMMUNITY BASED AND EMPLOYMENT SERVICES FOR 59 INDIVIDUALS 836101 AGENCY WITH CHOICE AND DESE PROGRAMS THAT PROVIDED INDIVIDUALIZED HOME SUPPORT AND FINANCIAL ASSISTANCE TO 45 INDIVIDUALS AND THEIR FAMILIES 1693500 10169997 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 174 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 1 1 0 1 0 0 0 0 1 1 0 1 1 0 0 0 MA X CAROLYN MCCARTHY 5087329292 71 ARMSTRONG ROAD PLYMOUTH MA 02360 MICHAEL DRISCOLL DIRECTOR/TREASURER 40.00 X X 0 0 0 STEVE COSTELLO DIRECTOR/CHAIRMAN 1.00 X X 0 0 0 PATRICIA COSGROVE DIRECTOR/CO-CHAIRPERSON 1.00 X X 0 0 0 STEVEN BARNEY DIRECTOR/SECRETARY 1.00 X X 0 0 0 ADAM HILL DIRECTOR 1.00 X 0 0 0 JOSEPH GOMES DIRECTOR 1.00 X 0 0 0 ROBERT MASCALI DIRECTOR 1.00 X 0 0 0 ROBERT NOLET DIRECTOR 1.00 X 0 0 0 MARY VALACHOVIC PRESIDENT AND CEO 40.00 X 264460 0 20080 MICHELLE SOBEL VP OF HEALTHCARE SERVICES 40.00 X 125331 0 9972 CAROLYN MCCARTHY VP OF BUSINESS OPERATIONS 40.00 X 126121 0 23846 515912 0 53898 3 0 1 0 0 11945050 47236 11992286 77158 77158 INSURANCE PROCEEDS 900099 179500 179500 179500 12248944 0 0 256658 X 289616 289616 4812766 4183765 629001 278961 200992 77969 477804 402071 75733 74654 74654 41500 41500 2100633 2005640 94993 3398 3398 82818 62196 20622 80591 9309 71282 178309 47422 130887 95527 74479 21048 221174 220687 487 702856 688502 14354 187697 155779 31918 PROGRAM EXPENSES 1936336 1936336 UTILITIES/PHONE 150804 134056 16748 MISCELLANEOUS 64949 31636 33313 EQUIPMENT LEASE 37064 13873 23191 323362 3254 320108 12140819 10169997 1970822 0 683174 601405 1944259 1335275 600979 1376073 74136 175448 2803915 872913 1541497 1931002 6953544 12230324 11797589 17649527 405956 348851 672000 1121315 7183481 12576464 8261437 14046630 X 3536152 3602897 3536152 3602897 11797589 17649527 X 108125 -41380 X 0 1 X 1 0 X 10112826 9370526 11876063 9580266 11992286 52931967 10112826 9370526 11876063 9580266 11992286 52931967 52931967 266 686 1092 56515 77158 135717 2167 51945 18610 88210 179500 340432 53408116 0.99110 0.93750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,167. 2021 AMOUNT: $ 51,945. 2022 AMOUNT: $ 18,610. 2023 AMOUNT: $ 582. 2024 AMOUNT: $ 0. INSURANCE PROCEEDS - 2023 AMOUNT: $ 87,628. 2024 AMOUNT: $ 179,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 375000 375000 981716 296560 685156 400519 101056 299463 262295 224782 37513 784385 250515 533870 1931002 OTHER CURRENT ASSETS 40333 RIGHT -OF-USE ASSETS-OPERATING 848953 RIGHT -OF-USE ASSETS-FINANCING 11341038 12230324 LEASE LIABILITIES - OPERATING 852475 LEASE LIABILITIES -FINANCING 11723989 12576464 X 12207564 -41380 -41380 12248944 0 12248944 12140819 0 12140819 0 12140819 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2024 AND 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF UNSPENT GRANT FUNDS -41,380. X 0 0 0 0 0 0 0 1 0 MARY VALACHOVIC PRESIDENT AND CEO 248367 0 7705 0 8388 0 0 0 20080 0 284540 0 0 0 PART I, LINE 7 MARY VALACHOVIC, PRESIDENT AND CEO RECEIVED BONUSES BASED ON PERFORMANCE APPROVED BY THE BOARD CHAIR. A MA DEVELOPEMENT FINANCE AGENCY 043431814 2013-06-11 1200000 PURCHASE OF LAND BUILDING 0 0 0 A 576000 1200000 1200000 2013 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 WESTERN BANK 25.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO STATE THAT ONLY BOARD MEMBERS CAN VOTE ON DECISIONS RATHER THAN ALL MEMBERS OF THE ARC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT CONSIST OF FAMILY MEMBERS WHO ARE SERVED BY THE ORGANIZATION. THE MEMBERS ELECT THE BOARD OF DIRECTORS WHO ARE CHARGED WITH THE GOVERNANCE OF CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS THAT CONSIST OF FAMILY MEMBERS WHO ARE SERVED BY THE ORGANIZATION. THE MEMBERS ELECT THE BOARD OF DIRECTORS WHO ARE CHARGED WITH THE GOVERNANCE OF CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AS WELL AS THE FINANCE DIRECTOR AND TREASURER WILL REVIEW THE FORM 990. THE BOARD MEMBERS WILL BE GIVEN THE OPTION TO VIEW A COPY OF THE RETURN AFTER IT HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12 THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY AND ANY CONFLICTS ARE REVIEWED. THE ORGANIZATION DOES NOT HAVE A POLICING METHOD TO ENCORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE PRESIDENT AND CEO IS DETERMINED BY COMPARING SALARIES OF OTHER HIGH LEVEL EMPLOYEES IN SIMILAR INDUSTRIES. THE EMPLOYEE SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS DURING THE BUDGET PROCESS. THE DISCUSSIONS ARE NOT DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE STATE ATTORNEY GENERAL AS WELL AS GUIDESTAR. ORGANIZING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,974,721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,974,721. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,919. MANAGEMENT AND GENERAL EXPENSES 33,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,412. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 61,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,500. FORM 990, PART XI, LINE 9: RETURN OF UNSPENT GRANT FUNDS -41,380.