2026-06-04T13:18:51-05:00 2025-11-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-12-01 042740838 COMMUNITY ACTION AGENCY OF SOMERVILLE COMM 6176237370 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 TAINA MCFIELD PRESIDENT 6176237370 2026-05-27 1 1 AMANDA ADAMS P00748038 7813562000 2026-05-27 2024 2025-03-06 01:10:19Z CAAS TAINA MCFIELD 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 10577120 0 X HTTPS://WWW.CAASOMERVILLE.ORG/ X 1981 MA THE MISSION OF COMMUNITY ACTION AGENCY OF SOMERVILLE (CAAS) IS TO HELP LOCAL FAMILIES AND INDIVIDUALS ACHIEVE FINANCIAL SECURITY WHILE WORKING TO ELIMINATE THE ROOT CAUSES OF ECONOMIC INJUSTICE. 14 14 113 77 0 0 10471008 10516636 0 0 7911 3577 15386 56907 10494305 10577120 1590017 1122809 0 0 6850671 7478757 0 0 10540 1714355 1742070 10155043 10343636 339262 233484 5036608 5439374 2493490 2662772 2543118 2776602 THE MISSION OF COMMUNITY ACTION AGENCY OF SOMERVILLE (CAAS) IS TO HELP LOCAL FAMILIES AND INDIVIDUALS ACHIEVE FINANCIAL SECURITY WHILE WORKING TO ELIMINATE THE ROOT CAUSES OF ECONOMIC INJUSTICE. 0 0 7173522 HEAD START IS A COMPREHENSIVE DEVELOPMENTAL PRESCHOOL PROGRAM THAT PROVIDES WRAP-AROUND SERVICES TO OVER 200 LOW-INCOME CHILDREN AND THEIR FAMILIES EACH YEAR, INCLUDING EXTENSIVE SUPPORTS IN THE ECONOMIC, SOCIAL, HEALTH, NUTRITIONAL AND PSYCHOLOGICAL DOMAINS. HEAD START SERVES LOW-INCOME RESIDENTS OF SOMERVILLE AND CAMBRIDGE. 2339680 1122809 THE HOUSING ADVOCACY PROGRAM (HAP) PROVIDES EVICTION PREVENTION SERVICES TO APPROXIMATELY 450 LOW-INCOME INDIVIDUALS AT RISK OF HOMELESSNESS EACH YEAR. HAP SERVES LOW-INCOME RESIDENTS OF SOMERVILLE ONLY. COMMUNITY ORGANIZING AND ADVOCACY TAKES A SYSTEMATIC APPROACH TO REDUCING POVERTY BY ENGAGING LOW-INCOME RESIDENTS OF SOMERVILLE IN COLLECTIVELY PUSHING FOR SOCIAL CHANGE. FINALLY, WE ALSO PROVIDE A ROBUST REFERRAL NETWORK TO HELP TO DIRECT OUR LOW-INCOME NEIGHBORS TO OTHER SERVICE PROVIDERS AND RESOURCES. 34197 VOLUNTEER INCOME TAX ASSISTANCE (VITA) OFFERS FREE FEDERAL & STATE TAX RETURN PREPARATION FOR LOW INCOME FAMILIES IN THE SOMERVILLE AREA PROVIDED BY TRAINED VOLUNTEERS. THE PROGRAM INCREASES THE CAPACITY FOR LOW-INCOME FAMILIES TO FILE RETURNS, AND IMPROVES THE ACCURACY OF THE RETURNS. 9547399 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 86 0 1 113 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X LISA LEWIS 6176237370 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 ANDRE GREEN PRESIDENT 5.00 X X 0 0 0 JORDAN HARRIS TREASURER 5.00 X X 0 0 0 TAINA MCFIELD 1ST VICE PRESIDENT 2.00 X X 0 0 0 JANINE LOTTI 2ND VICE PRESIDENT 2.00 X X 0 0 0 KELSEY COWEN CLERK, DIRECTOR 2.00 X X 0 0 0 APRILL BRANDON DIRECTOR 2.00 X 0 0 0 TINA CABRAL DIRECTOR 2.00 X 0 0 0 EMILY DIXON DIRECTOR 2.00 X 0 0 0 CLARYCE EVANS DIRECTOR 2.00 X 0 0 0 MICHAEL EPSTEIN DIRECTOR 2.00 X 0 0 0 LISA FIORE DIRECTOR 2.00 X 0 0 0 ROSE FRANCOIS DIRECTOR 2.00 X 0 0 0 CRISTINA GAGO DIRECTOR 2.00 X 0 0 0 OLIVIA HOWLEY DIRECTOR 2.00 X 0 0 0 SONIA ROSA DIRECTOR 2.00 X 0 0 0 DENISSE RUIZ DIRECTOR 2.00 X 0 0 0 DAVID GIBBS EXECUTIVE DIRECTOR 35.00 X 138357 0 33122 LISA LEWIS DIRECTOR OF FINANCE 35.00 X 153597 0 1413 JESSICA LEONARD HEAD START DIRECTOR 35.00 X 116985 0 32077 JOHN HSIEH DEPUTY DIRECTOR 35.00 X 119613 0 275 528552 0 66887 4 0 1 0 0 10302758 213878 10516636 3577 3577 56907 56907 56907 10577120 0 0 60484 1122809 1122809 291954 268708 22875 371 5162569 4744502 411816 6251 195020 182422 12221 377 1435425 1342697 89950 2778 393789 368351 24676 762 45184 31045 14139 47042 34740 12302 196834 173489 23345 15217 14196 1021 83125 55309 27816 35752 499 35252 1 674181 599877 74304 36881 20670 16211 103007 97103 5904 19128 19128 119263 119263 57156 56743 413 STUDENT MEALS 217443 217443 0 PROGRAM SUPPLIES 72787 71089 1698 19070 7316 11754 10343636 9547399 785697 10540 228823 271699 295458 759304 1575196 1479782 57558 68899 3279785 1537351 1733365 1742434 1146208 1117256 5036608 5439374 419565 555477 0 104269 898550 851766 1175375 1151260 2493490 2662772 X 2503118 2776602 40000 0 2543118 2776602 5036608 5439374 233484 0 X 0 1 X 1 1 1 X 6597334 9067654 9696126 10471008 10516636 46348758 6597334 9067654 9696126 10471008 10516636 46348758 46348758 295 8107 7911 3577 19890 3448 15386 56907 75741 46444389 12408 0.99790 0.99890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 3,448. 2023 AMOUNT: $ 15,386. 2024 AMOUNT: $ 56,907. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 409749 409749 2688043 1355358 1332685 181993 181993 0 1742434 RIGHT-OF-USE LEASE ASSET 1100992 SECURITY DEPOSITS 16264 1117256 OPERATING LEASE LIABILITIES 1151260 1151260 X 10938214 361094 361094 10577120 0 10577120 10704730 361094 361094 10343636 0 10343636 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, 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 NOVEMBER 30, 2025, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. 1 OTHER CLIENT ASSISTANCE 45 40848 REGIONAL EMERGENCY ASSISTANCE 214 1081961 PART I, LINE 2: CLIENT ASSISTANCE IS AWARDED BASED ON APPLICANTS MEETING THE ELIGIBILITY REQUIREMENTS OF THE GRANT. OFTEN, PAYMENTS ARE MADE DIRECTLY TO THE THIRD PARTY SERVICE PROVIDERS ON THE INDIVIDUAL'S BEHALF SO NO MONITORING OF THE USE OF THE FUNDS IS CONSIDERED NECESSARY. X X X 0 0 0 0 0 0 0 1 0 DAVID GIBBS EXECUTIVE DIRECTOR 126662 0 11695 0 0 0 1319 0 31803 0 171479 0 0 0 LISA LEWIS DIRECTOR OF FINANCE 141091 0 12506 0 0 0 1413 0 0 0 155010 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES WERE AWARDED DURING THE YEAR BASED ON AVAILABLE FUNDING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR INITIAL REVIEW. THE DRAFT IS THEN PROVIDED TO THE FULL GOVERNING BOARD A WEEK BEFORE THE BOARD MEETING FOR THEIR REVIEW. THE AUDITORS ARE ASKED TO ATTEND A BOARD MEETING AT WHICH POINT IF THERE ARE ANY ADDITIONAL QUESTIONS OR CONCERNS THE BOARD WILL ASK THEM. FORM 990, PART VI, SECTION B, LINE 12C CAAS'S CONFLICT OF INTEREST POLICY COVERS THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES. DISCLOSURE OF A POTENTIAL CONFLICT IS TO BE MADE TO THE EXECUTIVE DIRECTOR (OR, IF THEY ARE THE ONE WITH THE CONFLICT, TO CAAS' PRESIDENT), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD. DISCLOSURE INVOLVING A MEMBER OF THE BOARD OF DIRECTORS SHOULD BE MADE TO CAAS' PRESIDENT (OR, IF THEY ARE THE ONE WITH THE CONFLICT, THEN TO CAAS' VICE PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO CAAS. THE DECISION OF THE BOARD OF DIRECTORS ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF CAAS AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A CAAS' BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE APPRAISAL AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE BOARD MAKES USE OF COMPARABILITY DATA OBTAINED FROM PUBLIC SOURCES (FOR EXAMPLE, THIRD SECTOR NEW ENGLAND), AND RECORDS THE RESULTS OF ITS DISCUSSION IN OUR BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE ON FILE WITH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES. FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.