2026-03-10T16:30:50-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 043461434 COMMUNITY RESOURCES FOR JUSTICE INC COMM 6174822520 355 BOYLSTON STREET BOSTON MA 02116 PETER GERONDEAU VP & CFO 6174822520 2026-03-09 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2026-03-09 2024 2025-03-06 01:10:19Z DEBORAH M O'BRIEN 355 BOYLSTON STREET BOSTON MA 02116 97804553 0 X WWW.CRJ.ORG X 1999 MA COMMUNITY RESOURCES FOR JUSTICE, INC. ("CRJ") CHANGES LIVES AND STRENGTHENS COMMUNITIES BY ADVANCING POLICY AND DELIVERING INDIVIDUALIZED SERVICES THAT PROMOTE SAFETY, JUSTICE AND INCLUSION. 15 15 1328 48 0 0 79589294 90412260 2975320 2850391 1974051 1198037 272816 243958 84811481 94704646 0 0 0 0 56668709 64462397 34200 0 116352 25739246 27977859 82442155 92440256 2369326 2264390 53273452 59056068 17449231 20681091 35824221 38374977 X COMMUNITY RESOURCES FOR JUSTICE, INC. CHANGES LIVES AND STRENGTHENS COMMUNITIES BY ADVANCING POLICY AND DELIVERING INDIVIDUALIZED SERVICES THAT PROMOTE SAFETY, JUSTICE AND INCLUSION. 0 0 42523398 2229342 COMMUNITY STRATEGIES-MASSACHUSETTS (CSMA) PROVIDES COMPREHENSIVE COMMUNITY-BASED RESIDENTIAL, VOCATIONAL, AND CLINICAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN A SUPPORTIVE, THERAPEUTIC ENVIRONMENT. SINCE ITS INCEPTION IN 1993, CSMA HAS EVOLVED INTO A SPECIALIZED SERVICE PROVIDER WITH UNIQUE EXPERTISE IN SERVING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND PSYCHIATRIC DISORDERS, INCLUDING THOSE WITH PAST INVOLVEMENT IN THE CRIMINAL JUSTICE SYSTEM. WITH AN EMPHASIS ON UTILIZING POSITIVE BEHAVIORAL SUPPORTS (PBS), CSMA'S GOAL IS TO PROVIDE THESE INDIVIDUALS WITH THE GREATEST OPPORTUNITY TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY.CSMA OPERATES GROUP HOMES (SERVING 170 INDIVIDUALS) AND SHARED LIVING ARRANGEMENTS (SERVING 55 INDIVIDUALS) IN NUMEROUS COMMUNITIES. PRESENTLY, THE PROGRAM'S PRIMARY FUNDING SOURCE IS THE MASSACHUSETTS DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS). FUNDING IS ALSO PROVIDED BY THE DEPARTMENT OF MENTAL HEALTH (DMH), MASSACHUSETTS REHABILITATION COMMISSION (MRC), AND CT DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES (DMHAS). CSMA IS SUCCESSFUL WHEN INDIVIDUALS BUILD ON THEIR SOCIAL AND LIFE SKILLS, HAVE GREATER OPPORTUNITIES FOR INCLUSION IN THE COMMUNITY, SECURE MEANINGFUL EMPLOYMENT, AND REQUIRE LESS EXTERNAL STRUCTURE. CSMA PROVIDES A CONTINUUM OF SUPPORT, RANGING FROM GROUP PROGRAMS WITH 24/7 SUPERVISION, THROUGH SHARED LIVING WITH A HOME PROVIDER, TO CASE MANAGEMENT WHERE AN INDIVIDUAL LIVES INDEPENDENTLY WITH MINIMAL SUPPORT.OVER THE LAST FEW YEARS, WE HAVE TRANSITIONED SEVERAL INDIVIDUALS FROM GROUP HOME PROGRAMS INTO SHARED LIVING HOMES. CSMA HAS ALSO CONTINUED TO SEE AN INCREASE IN THE NUMBER OF INDIVIDUALS WHO HAVE OBTAINED AND SUCCESSFULLY MAINTAINED COMPETITIVE EMPLOYMENT IN THE COMMUNITY, AS WELL AS INDIVIDUALS WHO HAVE REQUIRED LESS FORMAL JOB COACHING TO BE SUCCESSFUL. THE INDIVIDUALS WE SERVE INCREASINGLY ATTEND COMMUNITY COLLEGE, FORMALLY STUDY FOR THEIR GED, TAKE VOCATIONAL CLASSES, AND ATTEND RELIGIOUS STUDY CLASSES. MANY MORE INDIVIDUALS HAVE DEVELOPED QUALITY PERSONAL RELATIONSHIPS WITH MEMBERS OF THE COMMUNITY. THIS INCREASED COMMUNITY INVOLVEMENT HAS BEEN ACCOMPANIED BY A HIGH LEVEL OF DEMONSTRATED PROACTIVE SOCIAL SKILLS, COMMUNITY AWARENESS, AND SAFE BEHAVIOR. 25614582 2955 SOCIAL JUSTICE SERVICES (SJS) OPERATES COMMUNITY-BASED RESIDENTIAL REENTRY PROGRAMS FOR PEOPLE TRANSITIONING FROM INCARCERATION TO THE COMMUNITY. IN FY2025, CRJ'S COMMUNITY-BASED RESIDENTIAL REENTRY PROGRAMS SERVED 808 RESIDENTS REFERRED BY FEDERAL, STATE, AND COUNTY CORRECTIONAL SYSTEMS, AS WELL AS PAROLE AND PROBATION AGENCIES. USING EVIDENCE-BASED INTERVENTIONS, OUR GOAL IS TO SUPPORT INDIVIDUALS SO THAT THEY CAN BE SUCCESSFUL IN THE COMMUNITY AND NOT RETURN TO THE CRIMINAL JUSTICE SYSTEM. PRESENTLY, THE PROGRAM'S PRIMARY FUNDING SOURCE IS THE FEDERAL BUREAU OF PRISONS AND THE MASSACHUSETTS PROBATION SERVICE. BASED ON A COMPREHENSIVE RISK-NEED-RESPONSIVITY ASSESSMENT, OUR REENTRY PROGRAMS ASSIST INDIVIDUALS IN OBTAINING EMPLOYMENT, HOUSING, SUBSTANCE USE AND MENTAL HEALTH COUNSELING, SUPPORT TO STRENGTHEN FAMILY RELATIONSHIPS, AND ANY OTHER SERVICES IDENTIFIED AS NECESSARY DURING THE ASSESSMENT. CRJ'S REENTRY PROGRAMS OFFER A BALANCE OF SUPERVISION, STRUCTURE AND SUPPORT. THE INTENT IS TO ENABLE THESE MEN AND WOMEN TO BREAK OUT OF THE CYCLE OF INCARCERATION THROUGH LIFE-CHANGING PROGRAMMING THAT REDUCES RECIDIVISM AND BUILDS SAFER, STRONGER COMMUNITIES.ALL RESIDENTIAL REENTRY PROGRAMS PROVIDE EDUCATION SUPPORT AND ENRICHMENT SERVICES, INCLUDING LIFE SKILLS, EDUCATIONAL AND CREATIVE ARTS GROUPS AND CLASSES, MENTORS FROM LOCAL COLLEGES AND UNIVERSITIES, AND A VARIETY OF OTHER PROGRAMMING. ADDITIONALLY, STAFF EDUCATION ACTIVITIES INCLUDE BASIC TRAINING FOR NEWLY HIRED STAFF, RISK-NEED-RESPONSIVITY ASSESSMENT CERTIFICATION, PREA TRAINING, EVIDENCE-BASED INTERVENTION CURRICULA, CPR AND FIRST AID. ONGOING MONTHLY BOOSTER SESSIONS ENSURE COMPETENCY ANNUALLY FOR ALL STAFF. 8551413 THE CRIME AND JUSTICE INSTITUTE (CJI) BRIDGES THE GAP BETWEEN RESEARCH AND PRACTICE WITH DATA-DRIVEN SOLUTIONS THAT DRIVE BOLD, TRANSFORMATIVE IMPROVEMENTS IN ADULT AND YOUTH JUSTICE SYSTEMS. WITH A REPUTATION BUILT OVER MANY DECADES FOR INNOVATIVE THINKING, ISSUE ANALYSIS, AND A CLIENT-CENTERED APPROACH, CJI HELPS ORGANIZATIONS ACHIEVE BETTER, MORE COST-EFFECTIVE RESULTS FOR THE COMMUNITIES THEY SERVE. THE PROGRAM'S PRIMARY FUNDER IS BUREAU OF JUSTICE ASSISTANCE (BJA). FUNDING IS ALSO PROVIDED BY ARNOLD VENTURES, OFFICE OF JUVENILE JUSTICE DELINQUENCY PREVENTION (OJJDP), AND NATIONAL INSTITUTE OF CORRECTIONS (NIC). CJI HAS PROVEN EXPERTISE IN POLICY DEVELOPMENT AND ANALYSIS, IMPLEMENTATION AND TRAINING, RESEARCH AND EVALUATION, AND SYSTEM ASSESSMENT. CJI'S TEAM HAS A RECORD OF SUCCESS IN DEVELOPING EVIDENCE-BASED, DATA-DRIVEN POLICIES; MANAGING COMPLEX PROCESSES WITH DIVERSE STAKEHOLDERS; AND DRIVING SYSTEMS-LEVEL ORGANIZATIONAL CHANGE IN ALL ASPECTS OF THE JUSTICE SYSTEM, INCLUDING POLICING, PRETRIAL, SENTENCING, COMMUNITY AND RESIDENTIAL CORRECTIONS, AND RESTRICTIVE HOUSING. 618094 BEHAVIORAL HEALTH SERVICES/FAMILY REENTRY (BH/FRE) IN AUGUST OF 2020, CRJ ACQUIRED THROUGH A MERGER FAMILY REENTRY (FRE), A BRIDGEPORT CT - BASED NON-PROFIT AGENCY WHICH BECAME A PART OF OUR SJS DIVISION. SINCE THE MERGER, THE PROGRAM OPENED TWO BEHAVIORAL HEALTH CLINICS IN NEW HAVEN AND NEW LONDON, CT. AND OPENED A RECOVERY COMMUNITY CENTER IN BRIDGEPORT, CT. SERVING BOTH COURT REFERRALS AND THE GREATER COMMUNITY. THE PROGRAM'S PRIMARY FUNDER IS COURT SUPPORT SERVICES DIVISION-CT JUDICIAL BRANCH. FUNDING IS ALSO PROVIDED BY THE DEPARTMENT OF CORRECTIONS-CT AND THE DEPARTMENT OF CHILDREN & FAMILIES CT.BH/FRE HAS A LONG HISTORY OF PROVIDING SERVICES THAT INCLUDE MENTORING, COMMUNITY-BASED REENTRY PROGRAMS FOR MEN AND WOMEN, A RESIDENTIAL REENTRY PROGRAM FOR ADULT MALES WITH SEVERE AND PERSISTENT MENTAL ILLNESS, SUBSTANCE USE TREATMENT INCLUDING INTENSIVE OUTPATIENT SERVICES AND WORKING WITH CLIENTS AND FAMILIES IMPACTED BY DOMESTIC VIOLENCE. A HALLMARK OF THIS WORK IS THE MEANINGFUL INCLUSION OF MEN AND WOMEN WITH LIVED EXPERIENCE IN ALL OUR SERVICE DELIVERY. 3804709 COMMUNITY STRATEGIES - NEW HAMPSHIRE (CSNH) PROVIDES COMPREHENSIVE, COMMUNITY-BASED RESIDENTIAL AND VOCATIONAL SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES IN A SUPPORTIVE AND THERAPEUTIC ENVIRONMENT. AS A SPECIALIZED SERVICE PROVIDER, CSNH POSSESSES UNIQUE EXPERTISE IN ASSISTING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AS WELL AS PSYCHIATRIC DISORDERS, INCLUDING THOSE WITH PRIOR INVOLVEMENT IN THE CRIMINAL JUSTICE SYSTEM. BY EMPHASIZING THE USE OF POSITIVE BEHAVIORAL SUPPORTS (PBS), CSNH AIMS TO MAXIMIZE OPPORTUNITIES FOR THESE INDIVIDUALS TO LIVE AS INDEPENDENTLY AS POSSIBLE WITHIN THEIR COMMUNITIES.OUR STAFF PROVIDES A BALANCED MIX OF SUPPORT, SUPERVISION, TREATMENT, AND PROGRESSIVE FREEDOM, WHICH BUILDS UPON THE STRENGTHS OF THE INDIVIDUALS WE SERVE, EMPOWERS THEM WITH CONFIDENCE TO WORK TOWARD GREATER INDEPENDENCE AND THEIR PERSONAL GOALS, AND PROMOTES THEIR SUCCESSFUL AND ACTIVE PARTICIPATION IN THE COMMUNITY.OUR EXPERTISE HAS ALLOWED MANY PEOPLE, WHO WOULD OTHERWISE LIKELY BE LIVING IN INSTITUTIONAL SETTINGS, TO LIVE, WORK, VOLUNTEER, AND PARTICIPATE IN THEIR COMMUNITIES. CSNH'S SERVICES INCLUDE COMMUNITY PARTICIPATION SERVICES (CPS), OUTREACH, 24/7 RESIDENTIAL SUPPORTS, HOME-BASED ENHANCED FAMILY CARE, RESPITE SERVICES, AND A WIDE RANGE OF WRAPAROUND SUPPORTS. ALL OUR SERVICES ARE DESIGNED TO BE REALISTIC AND EASILY ADJUSTED TO FIT EACH THE NEEDS OF EACH INDIVIDUAL AND THEIR FAMILY. PRESENTLY, THE PROGRAM'S PRIMARY FUNDING SOURCE IS NH BUREAU OF DEVELOPMENTAL SERVICES (BDS). 3804709 618094 80494102 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 0 0 0 0 0 1 129 0 1 1328 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NH CT RI NY X PETER GERONDEAU 6174822520 355 BOYLSTON STREET BOSTON MA 02116 SANDRA BEST BAILLY CHAIR 0.50 X X 0 0 0 BRIAN CORR VICE CHAIR 0.50 X X 0 0 0 TIM CABOT TREASURER 0.50 X X 0 0 0 NENI ODIAGA CLERK 0.50 X X 0 0 0 MOHAMED ABDALLAH DIRECTOR 0.50 X 0 0 0 BERNADETTE DE RI DIRECTOR 0.50 X 0 0 0 ASHLEY DORTCH DIRECTOR 0.50 X 0 0 0 KATHLEEN KADZIOLKA DIRECTOR 0.50 X 0 0 0 STEVEN KRYGER-EVEN DIRECTOR 0.50 X 0 0 0 JAMES G MARCHETTI DIRECTOR 0.50 X 0 0 0 HONORABLE JAMES F MCHUGH DIRECTOR 0.50 X 0 0 0 GERRY MORRISSEY DIRECTOR 0.50 X 0 0 0 GEORGE O'TOOLE DIRECTOR 0.50 X 0 0 0 PETER PATCH DIRECTOR 0.50 X 0 0 0 PETER TAMM DIRECTOR 0.50 X 0 0 0 DEBORAH O'BRIEN PRESIDENT & CEO 40.00 X 450062 0 37592 CARA HART VP OF HR & CULTURE 40.00 X 217753 0 40568 WILLIAM AMES VP OF DEVELOPMENTAL SERVICES 40.00 X 207341 0 41810 SPURGEON KENNEDY VP OF CJI (UNTIL 5/23/25) 40.00 X 196233 0 27005 HOLLY FITTING VP OF BEHAVIORAL HEALTH 40.00 X 210078 0 9577 OYEYEMI PAYNE VP OF QUAL. & COMPL. (UNTIL 6/20/25) 40.00 X 152024 0 23091 ERNEST GOODNO VP OF REENTRY SERVICES 40.00 X 156393 0 29477 PETER GERONDEAU VP & CFO 40.00 X 275595 0 19455 LEONARD ENGEL DIRECTOR OF POLICY & CAMPAIGNS 40.00 X 162032 0 8237 BARBARA PIERCE DIR. OF JUSTICE INIT.(UNTIL 5/23/25) 40.00 X 155396 0 14399 GERALD SEBUWUFU RESIDENTIAL COUNSELOR - MEDICAL 40.00 X 138378 0 7870 FARIDAH MUKIIBI CERT. NURSING ASST. (UNTIL 5/9/25) 40.00 X 146508 0 5874 BRIAN ULLMAN ADVANCED PRACTICE NURSE 40.00 X 145471 0 4674 COLBY DAWLEY DIRECTOR OF OPERATIONS CJI 40.00 X 139204 0 5443 2752468 0 275072 34 0 1 0 ENVISION TECHNOLOGY ADVISORS 999 MAIN ST SUITE 703 PAWTUCKET RI 02860 COMPUTER SERVICES 1278381 PINE ST INN - I-CATER 444 HARRISON AVE BOSTON MA 02118 FOOD SERVICES 884693 CLIFTON LARSON ALLEN LLP 220 SOUTH 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 CONSULTING SERVICES 762000 HILLSIDE BUILDERS & REMODELERS INC 121 WEST STATE ST 5 GRANBY MA 01033 CONSTRUCTION SERVICES 639927 THE BURKE GROUP 5 BIRCH ST UNIT 1 WILMINGTON MA 018872971 CONSTRUCTION SERVICES 551330 14 110352 88454640 1847268 11414 90412260 PROGRAM SERVICE FEES 611710 2850391 2850391 2850391 337633 337633 400539 116641 283898 283898 283898 3556229 238214 2934039 0 622190 238214 860404 860404 9287 110352 49227 -39940 -39940 94704646 2850391 0 1441995 2315604 1077257 1238347 51271716 46153777 5022972 94967 825054 768546 54809 1699 4904861 4423340 470382 11139 5145162 4703001 433614 8547 183145 183145 126075 126075 143758 143758 72211 72211 7834428 6215523 1618905 2298307 1532513 765794 6101067 5792988 308079 1936141 1797088 139053 411840 385608 26232 3244253 2782515 461738 791704 537683 254021 PROGRAM OPERATIONS AND 4100244 4088672 11572 STAFF TRAINING AND DEVE 400431 203595 196836 RECRUITMENT 267071 8420 258651 MISCELLANEOUS 67184 23576 43608 92440256 80494102 11829802 116352 5747585 8466062 9549253 8664574 491403 712881 47779800 25298582 20720482 22481218 13775674 14950631 2989055 3780702 53273452 59056068 7362797 9241228 1166482 1625056 4105000 3825000 1645768 1678061 3169184 4311746 17449231 20681091 X 35373337 37918514 450884 456463 35824221 38374977 53273452 59056068 X 2264390 308203 -21837 X X 0 1 X 1 1 1 X 810903 346198 1500638 79589294 90412260 172659293 64526433 73042876 76541760 2975320 2850391 219936780 9287 9287 65337336 73389074 78042398 82564614 93271938 392605360 57000 97000 30000 35750 22625 242375 0 57000 97000 30000 35750 22625 242375 392362985 461477 623374 593707 746360 738172 3163090 461477 623374 593707 746360 738172 3163090 65798813 74012448 78636105 83310974 94010110 395768450 0.99140 0.99100 0.00800 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 1 311797 311797 0 PART II-B, LINE 1: CRJ PAID SOME OF ITS EMPLOYEES TO EDUCATE AND ADVISE LEGISLATORS ON EXISTING PRACTICES AND POLICY AS WELL AS POLICY CHANGES INCLUDED IN LEGISLATION. THIS INCLUDED INDIRECT CONTACT WITH LEGISLATORS AND STAFF. CRJ ALSO PAID A LOBBYING FIRM TO SUPPORT THESE EFFORTS. 3560390 3560390 38362049 20705374 17656675 1530610 1348243 182367 2697827 2300271 397556 1628924 944694 684230 22481218 RIGHT-OF-USE ASSETS - OPERATING 1771335 RIGHT-OF-USE ASSETS - FINANCE 2009367 3780702 INTEREST RATE SWAP CONTRACT OBLIGATION 279437 OPERATING LEASE LIABILITY 2030562 FINANCE LEASE LIABILITY 2001747 4311746 X 95280442 308203 195773 -21837 482139 94798303 72211 -165868 -93657 94704646 92729686 195773 165868 361641 92368045 72211 72211 92440256 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT OBLIGATION -21,837. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -116,641. SPECIAL EVENT EXPENSE -49,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 116,641. SPECIAL EVENT EXPENSE 49,227. RISE & BLOOM 119639 110352 9287 16692 20156 7760 4619 119639 110352 9287 16692 20156 7760 4619 49227 -39940 X X X X X 0 0 0 0 0 0 0 0 0 DEBORAH O'BRIEN PRESIDENT & CEO 419062 0 31000 0 0 0 6997 0 30595 0 487654 0 0 0 PETER GERONDEAU VP & CFO 250595 0 25000 0 0 0 17492 0 1963 0 295050 0 0 0 CARA HART VP OF HR & CULTURE 201753 0 16000 0 0 0 8459 0 32109 0 258321 0 0 0 WILLIAM AMES VP OF DEVELOPMENTAL SERVICES 190341 0 17000 0 0 0 7886 0 33924 0 249151 0 0 0 SPURGEON KENNEDY VP OF CJI (UNTIL 5/23/25) 185483 0 10750 0 0 0 0 0 27005 0 223238 0 0 0 HOLLY FITTING VP OF BEHAVIORAL HEALTH 194078 0 16000 0 0 0 7656 0 1921 0 219655 0 0 0 ERNEST GOODNO VP OF REENTRY SERVICES 144393 0 12000 0 0 0 6031 0 23446 0 185870 0 0 0 OYEYEMI PAYNE VP OF QUAL. & COMPL. (UNTIL 6/20/25) 140024 0 12000 0 0 0 5726 0 17365 0 175115 0 0 0 LEONARD ENGEL DIRECTOR OF POLICY & CAMPAIGNS 160032 0 2000 0 0 0 5200 0 3037 0 170269 0 0 0 BARBARA PIERCE DIR. OF JUSTICE INIT.(UNTIL 5/23/25) 153396 0 2000 0 0 0 5453 0 8946 0 169795 0 0 0 FARIDAH MUKIIBI CERT. NURSING ASST. (UNTIL 5/9/25) 145758 0 750 0 0 0 5810 0 64 0 152382 0 0 0 BRIAN ULLMAN ADVANCED PRACTICE NURSE 145096 0 375 0 0 0 4674 0 0 0 150145 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RDT9 2020-04-01 7500000 TO CURRENTLY REFUND PRIOR ISSUE 0 0 0 A 3675000 7500000 7355200 144800 1 0 1 1 A 0 0 0 0 0 1 0.04670 1 0 A 0 0 1 0 1 1 RBS CITIZENS NA 25.000000000000 0 0 0 0 0 A 0 SCHEDULE K, PART III, LINE 8A AND 8C: THE ORGANIZATION CLOSED ON THE AGREEMENT WITH THE IRS IN MARCH, 2015 RELATING TO THE SALE OF TWO PROPERTIES ORIGINALLY FINANCED OR RENOVATED WITH TAX EXEMPT PROCEEDS. REMEDIAL ACTION UNDER TREAS. REG. 1.141-12(D) WAS ALSO TAKEN WITH THE SALE OF ANOTHER PROPERTY DURING FY15. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TOP FINANCIAL OFFICIAL. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, A COPY OF FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL ON BEHALF OF THE BOARD. ONCE APPROVED BY THE FINANCE COMMITTEE, THE FINAL FORM 990 IS DISTRIBUTED TO THE FULL BOARD VIA E-MAIL AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CRJ HAS PUBLISHED AND DISSEMINATED TO THE BOARD A DETAILED POLICY REGARDING CONFLICT OF INTEREST AND REVIEWS AND ENFORCES COMPLIANCE WITH THE SAME ON AN ANNUAL BASIS. EACH MEMBER OF THE BOARD HAS A FIDUCIARY RESPONSIBILITY TOWARD CRJ. THIS MEANS THAT BOARD MEMBERS MAY NOT HAVE AN INTEREST, PERSONAL OR BUSINESS, WHICH CONFLICTS WITH THE MISSION AND PURPOSE OF CRJ. IT ALSO MEANS THAT BOARD MEMBERS MUST ACT IN THE BEST INTERESTS OF CRJ WITH A VIEW TO ADVANCING ITS MISSION AND PURPOSE. EACH MEMBER OF THE BOARD MUST EXERCISE CAUTION IN ENTERING INTO ANY BUSINESS RELATIONSHIP WITH CRJ, AND THE BOARD MUST BE CAUTIOUS ABOUT ALLOWING CRJ TO ENTER INTO ANY SUCH RELATIONSHIP. SUCH TRANSACTIONS SHOULD NOT BE CONSUMMATED UNLESS THE BOARD DETERMINES THAT IT IS CLEARLY IN THE BEST INTERESTS OF CRJ. ACCORDINGLY, THE BOARD ADOPTS THE FOLLOWING PROCEDURES REGARDING CONFLICTS OF INTEREST: - EACH MEMBER OF THE BOARD SHALL PROVIDE ADDITIONAL WRITTEN DISCLOSURES TO THE BOARD IF AND WHEN ADDITIONAL MATERIAL, FINANCIAL OR OTHER BENEFICIAL INTERESTS DEVELOP, AND IF AND WHEN ANY ADDITIONAL POTENTIAL CONFLICT OF INTEREST DEVELOPS. -SUCH DISCLOSURE SHALL BE MADE ANNUALLY IN JUNE AND IN WRITING. -SUCH DISCLOSURES SHALL BE MADE A MATTER OF CORPORATE RECORD, REFLECTED IN THE MINUTES OF MEETINGS AND RECORDS OF PROCEEDINGS, AND PROPERLY DISCLOSED IN FEDERAL AND STATE REGULATORY REPORTS. EACH MEMBER OF THE BOARD SHALL ABSTAIN FROM ANY BOARD ACTION OR ACTIVITY WHERE THERE IS A POTENTIAL FOR CONFLICT OF INTEREST. DIRECTORS ARE CONSIDERED TO BE IN A "CONFLICT OF INTEREST" WHENEVER THEY THEMSELVES, OR MEMBERS OF THEIR FAMILY, BUSINESS PARTNERS OR CLOSE PERSONAL ASSOCIATES, MAY PERSONALLY BENEFIT EITHER DIRECTLY OR INDIRECTLY, FINANCIALLY OR OTHERWISE, FROM THEIR POSITION ON THE BOARD. A DIRECTOR IN A CONFLICT OF INTEREST IS AN "INTERESTED PERSON." A CONFLICT OF INTEREST MAY BE "REAL", "POTENTIAL OR "PERCEIVED", BUT THE SAME DUTY TO DISCLOSE APPLIES TO EACH. FULL DISCLOSURE DOES NOT REMOVE A CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD SHALL ANNUALLY DISCLOSE TO THE GOVERNANCE AND NOMINATIONS COMMITTEE OF THE BOARD ANY POTENTIAL CONFLICT OF INTEREST HE OR SHE MAY HAVE. SUCH DISCLOSURE SHALL IDENTIFY ANY MATERIAL, FINANCIAL OR OTHER BENEFICIAL INTEREST HELD BY THE MEMBER OR BY HIS OR HER IMMEDIATE FAMILY IN ORGANIZATIONS ENGAGED IN THE SAME BUSINESSES OR SERVICES AS CRJ, OR ENGAGED IN THE DELIVERY OF PRODUCTS OR SERVICES TO CRJ. EACH MEMBER OF THE BOARD SHALL PROVIDE ADDITIONAL WRITTEN DISCLOSURES TO THE GOVERNANCE AND NOMINATIONS COMMITTEE IF AND WHEN ADDITIONAL MATERIAL, FINANCIAL OR OTHER BENEFICIAL INTERESTS DEVELOP, AND IF AND WHEN ANY ADDITIONAL POTENTIAL OR ACTUAL CONFLICT OF INTEREST DEVELOPS. FORM 990, PART VI, SECTION B, LINE 15 CRJ HAS A COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND PROVIDES RECOMMENDATIONS REGARDING THE COMPENSATION OF THE CEO. CRJ PERIODICALLY INVOLVES OUTSIDE COMPENSATION CONSULTANTS TO REVIEW THE ORGANIZATION'S COMPENSATION DATA AND TO CONDUCT A BENCHMARK ANALYSIS TO ASSESS THE COMPENSATION PRACTICES OF COMPARABLE POSITIONS FOUND IN THE EXTERNAL MARKETS. THE COMPENSATION COMMITTEE USES SUCH COMPENSATION ASSESSMENT, ADDITIONAL COMPENSATION DATA COMPILED FROM NUMEROUS, SIMILAR, NOT-FOR-PROFIT ORGANIZATIONS, AND THE CEO'S PERFORMANCE EVALUATIONS AND COMPENSATION HISTORY TO MAKE DELIBERATIONS AND RECOMMENDATIONS ON THE CEO'S COMPENSATION. FOLLOWING DISCUSSION BY THE COMMITTEE, AND UPON MOTION DULY MADE AND SECONDED, THE BOARD OF DIRECTORS WOULD UNANIMOUSLY VOTE TO ACCEPT THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE. CRJ ALSO USES OUTSIDE COMPENSATION CONSULTANTS TO SURVEY DATA AND PROVIDE BENCHMARK ANALYSIS FOR OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT OBLIGATION -21,837. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.