2026-03-12T08:16:16-05:00 2025-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2024-07-01 237304163 SOUTHWEST BOSTON SENIOR SERVICES INC D/B/A ETHOS SOUT 6175226700 555 AMORY STREET JAMAICA PLAIN MA 02130 NICOLA FAVORITO PRESIDENT 6175226700 2026-03-09 1 ANDREW BACIGALUPO P01797572 6172629898 2026-03-05 2024 2025-03-06 01:10:19Z NICOLA FAVORITO 81 BILLINGS STREET WEST ROXBURY MA 02132 62410538 0 X WWW.ETHOCARE.ORG X 1972 MA ETHOS IS A PRIVATE, NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING INDEPENDENCE, DIGNITY, AND WELL-BEING AMONG THE ELDERLY AND DISABLED THROUGH QUALITY, AFFORDABLE, AND CULTURALLY APPROPRIATE HOME AND COMMUNITY-BASED CARE. 14 14 233 125 0 0 45948493 47098742 13769977 15180389 99440 131407 0 0 59817910 62410538 0 0 0 0 10324870 11247130 0 0 0 47057488 49483200 57382358 60730330 2435552 1680208 25565799 26919557 10140592 9670195 15425207 17249362 X ETHOS IS A PRIVATE, NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING INDEPENDENCE, DIGNITY, AND WELL-BEING AMONG THE ELDERLY AND DISABLED THROUGH QUALITY, AFFORDABLE, AND CULTURALLY APPROPRIATE HOME AND COMMUNITY-BASED CARE. 0 0 21529857 21271194 NUTRITION PROGRAMS - PROVIDES MEALS TO THE ELDERLY IN THEIR HOMES AND AT VARIOUS CONGREGATE SITES. 15974988 17099432 HOME CARE - THE PURCHASED SERVICES COMPONENT PERMITS THE ORGANIZATION TO SUBCONTRACT WITH AREA PROVIDERS FOR VARIOUS HOME CARE SERVICES FOR THE ELDERLY. THE CASE MANAGEMENT COMPONENT PROVIDES FOR ADMINISTRATIVE SUPPORT OF THE HOME CARE PROGRAM. 4115603 5458114 ENHANCED SERVICES - PROVIDES SERVICES THAT TARGET FRAIL ELDERS FOR THE PURPOSE OF PREVENTING OR DELAYING NURSING HOME PLACEMENT. 16956315 18741437 VARIOUS OTHER PROGRAMS PROVIDING SERVICES TO THE ELDERLY AND BOSTON MASSACHUSETTS COMMUNITY. 16956315 18741437 58576763 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 107 0 1 233 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X X RICHARD KRUZEL CFO 6175226700 555 AMORY STREET JAMAICA PLAIN MA 02130 LOREN SINGER CEO FROM APR. 2025 35.00 X 0 0 0 VALERIE K FRIAS CEO THROUGH SEP. 2024 35.00 X 171746 0 3617 MARGERY GANN COO 35.00 X 141486 0 3821 RICHARD KRUZEL CFO 35.00 X 139762 0 10370 LISA GIOIOSA CHIEF HUMAN RESOURCES OFFICER 35.00 X 126547 0 23060 KEVIN MCCARTHY CHIEF OF STAFF 35.00 X 125159 0 15164 RAYMOND SANTOS CHIEF DEVELOPMENT OFFICER 35.00 X 139924 0 36671 NICOLA FAVORITO PRESIDENT 2.00 X X 0 0 0 TOM COHAN VICE PRESIDENT 2.00 X X 0 0 0 CRAIG MCANAUGH TREASURER 2.00 X X 0 0 0 JOHN DOBIJA QUALITY ASSURANCE COMMITTE 2.00 X 0 0 0 MARCIA BROWN GOVERNANCE COMMITTEE CHAIR 2.00 X 0 0 0 YAN LIN CLERK 2.00 X X 0 0 0 SUSAN KURIAKOSE MEMBER 2.00 X 0 0 0 DEBBIE NOLAN MEMBER 2.00 X 0 0 0 EDNA PRUCE MEMBER 2.00 X 0 0 0 TISH ALLEN MEMBER 2.00 X 0 0 0 RONALD LAMMY MEMBER 2.00 X 0 0 0 JULIETTE JOHNSON MEMBER 2.00 X 0 0 0 MARIE BORGELLA MEMBER 2.00 X 0 0 0 JIN HUI JOO MEMBER 2.00 X 0 0 0 844624 0 92703 6 0 1 0 0 45410374 1688368 47098742 PROGRAM REVENUE 621610 15007088 15007088 COST SHARING DONATIONS 624100 173301 173301 15180389 131407 131407 62410538 15180389 0 131407 240265 11700 228565 8714853 7779648 935205 1527688 1310006 217682 764324 686602 77722 979516 617619 361897 687896 548761 139135 98573 98375 198 234945 234945 126070 26524 99546 PURCHASED SERVICES 45328256 45319165 9091 PROVISION FOR CREDIT LO 944392 944392 SUPPORT EXPENSES 534028 485670 48358 OTHER EXPENSES 319985 319985 229539 193371 36168 60730330 58576763 2153567 0 6272631 10074475 16402464 14282566 148926 148595 2121727 1720679 427716 401048 1461548 1626313 852514 386560 25565799 26919557 8563081 9091418 1577511 578777 10140592 9670195 X 13453732 15293579 1971475 1955783 15425207 17249362 25565799 26919557 1680208 143947 0 X X 0 1 X 1 1 1 X 34840719 38289599 41353137 44097867 45410374 203991696 34840719 38289599 41353137 44097867 45410374 203991696 203991696 49377 16917 38591 99440 131407 335732 204327428 0.99840 0.99870 X 0 0 0 0 0 1 26400 0 0 0 26400 0 1205879 950030 255849 802667 699590 103077 113181 71059 42122 401048 1626313 C 1626313 SECURITY DEPOSITS 3900 CONTRACT ADVANCES 213025 RIGHT OF USE LIABILITY - OPERATING LEASE 361852 578777 X 62554485 143947 143947 62410538 0 62410538 60730330 0 60730330 0 60730330 PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2025, THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN FISCAL TAX YEARS (2022-2024). X X X X 1 0 0 0 0 0 0 0 0 VALERIE K FRIAS CEO THROUGH SEP. 2024 171746 0 0 0 0 0 2576 0 1041 0 175363 0 0 0 RICHARD KRUZEL CFO 138161 0 1601 0 0 0 2096 0 8274 0 150132 0 0 0 RAYMOND SANTOS CHIEF DEVELOPMENT OFFICER 139924 0 0 0 0 0 2099 0 34572 0 176595 0 0 0 PART I, LINE 4A RAYMOND SANTOS - $29,394 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO EACH BOARD MEMBER BEFORE FILING. ANY QUESTIONS AND/OR COMMENTS ARE SENT TO THE AUDIT COMMITTEE FOR RESOLUTION WITH MANAGEMENT. ONCE ALL QUESTIONS/ISSUES ARE SATISFACTORILY RESOLVED, EACH BOARD MEMBER VOTES TO ACCEPT THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING ALL DIRECTORS AND OFFICERS TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND TO AFFIRMITAVELY DISCLOSUE POTENTIAL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN INDEPENDENT COMPENSATION COMMITTEE WHICH ANNUALLY COLLECTS AND EVALUATES OUTSIDE DATA FOR COMPENSATION. THAT COMMITTEE VOTES ON THE COMPENSATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DISCLOSES THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS BY REGISTRATION WITH PUBLIC CHARITIES, AND COPIES OF THESE DOCUMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.