2026-03-16T08:09:20-05:00 2025-09-30 113266576 GRASSI & CO CPA'S PC 6 OMNI WAY SUITE 201 CHELMSFORD MA 01824 990 2024-10-01 042104054 FAMILY SERVICES OF THE MERRIMACK VALLEY INC FAMI 9783276614 430 NORTH CANAL STREET LAWRENCE MA 01840 KURT MITTELSTAEDT BOARD PRESIDENT 9783276614 2026-03-13 1 1 JAYNE A ANDREWS P00514653 9784522500 2026-03-13 2024 2025-03-06 01:10:19Z KURT MITTELSTAEDT 430 NORTH CANAL STREET LAWRENCE MA 01840 8615560 0 X WWW.FSMV.ORG X 1859 MA FAMILY SERVICES EMPOWERS, NURTURES AND SUPPORTS CHILDREN AND FAMILIES THROUGH LIFE'S CHALLENGES TO HELP THEM REACH THEIR FULL POTENTIAL. 17 17 155 236 0 0 7972250 7819740 813980 562897 31063 61494 184317 72088 9001610 8516219 0 0 0 0 6207727 5935541 0 0 238641 2680834 2516075 8888561 8451616 113049 64603 5618793 5571372 992627 863282 4626166 4708090 X FAMILY SERVICES EMPOWERS, NURTURES AND SUPPORTS CHILDREN AND FAMILIES THROUGH LIFE'S CHALLENGES TO HELP THEM REACH THEIR FULL POTENTIAL. 0 0 1760379 CRISIS SERVICES: PROVIDES 988 LIFELINE CRISIS HOTLINE, OUTREACH AND EDUCATION, POSTVENTION VISITS AND TRAINING FOR INDIVIDUALS WHO HAVE FREQUENT CONTACT WITH HIGH-RISK POPULATIONS. 2102529 230497 FISCAL SPONSORSHIPLAWRENCE/METHUEN COMMUNITY COALITION: PROVIDES RESIDENTS WITH ACCESS TO SERVICES THAT FOSTER AND PRESERVE THE HEALTH, SAFETY AND WELL-BEING OF INDIVIDUALS AND FAMILIES THROUGH THE PREVENTION OF CHILD MALTREATMENT, DOMESTIC AND FAMILY VIOLENCE AND SUBSTANCE ABUSE.UNCOMMON THREADS: PROVIDES USED CLOTHING AND VOLUNTEER STYLISTS TO IMPROVE THE SELF-ESTEEM AND JOB READINESS OF WOMEN WHO ARE DOMESTIC VIOLENCE SURVIVORS, DISABLED WOMEN, WOMEN IN RECOVERY, FEMALE VETERANS AND LOW-INCOME WOMEN.ONE WISH PROJECT: PROVIDES BIRTHDAY EXPERIENCES TO CHILDREN AND YOUNG TEENS LIVING IN SHELTERS.BROTHERS IN ARMS: PROVIDES A VOLUNTEER-BASED MEN'S SUPPORT GROUPINSPIRED VIBES: PROVIDES COACHING AND MINDFULNESS TOOLS TO SUPPORT MEN AND WOMEN IN NEED 1123292 FAMILY SERVICES: PROVIDES GROUP CLASSES AND CASE MANAGEMENT TO PARENTS SEEKING TO RAISE HEALTHY CHILDREN. SERVICES INCLUDE THOSE TARGETED TO TEEN PARENTS, FATHERS, AND OTHER VULNERABLE FAMILIES. 2311991 332400 CLINICAL SERVICES: FAMILY SERVICES OPERATES A STATE-LICENSED MENTAL HEALTH CLINIC THAT PROVIDES PROFESSIONAL TREATMENT TO INDIVIDUALS, FAMILIES, AND COUPLES. CLINICAL SERVICES ALSO INCLUDE THERAPEUTIC MENTORING.YOUTH SERVICES: YOUTH DEVELOPMENT PROGRAMS INCLUDE COMMUNITY AND SCHOOL-BASED MENTORING AS WELL AS LEADERSHIP DEVELOPMENT FOR AT-RISK YOUNG PEOPLE AGED 12-18.FAMILY RESOURCE CENTER: PROVIDES ASSESSMENT AND FAMILY SUPPORT PLANNING, PARENTING CLASSES, PEER TO PEER SUPPORT GROUPS, LIFE SKILLS WORKSHOPS, CULTURAL AND COMMUNITY SERVICES ACTIVITIES TO FAMILIES AND SPECIALIZED SERVICES FOR FAMILIES RAISING ADOLESCENTS. ELDER SERVICES: PROVIDES DIRECT OUTREACH TO ELDERS AND THEIR FAMILIES, CONDUCT PROGRAMS IN LONG-TERM CARE, SUPPORT GROUPS, AND GRIEF COUNSELING. 2311991 332400 7298191 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 155 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X THE ORGANIZATION 9783276600 430 NORTH CANAL STREET LAWRENCE MA 01840 JAMES CIESLIK DIRECTOR 1.00 X 0 0 0 DAVID DESOUZA DIRECTOR 1.00 X 0 0 0 MARY BETH HAUT DIRECTOR 1.00 X 0 0 0 HENRY OCH DIRECTOR 1.00 X 0 0 0 JOHN RILEY DIRECTOR 1.00 X 0 0 0 STEPHEN DESALVO DIRECTOR 1.00 X 0 0 0 TAD BICKFORD DIRECTOR 1.00 X 0 0 0 BRUZE BERZIN DIRECTOR 1.00 X 0 0 0 LYNNE CAPOZZI DIRECTOR 1.00 X 0 0 0 MICHELLE MCCAUX DIRECTOR 1.00 X 0 0 0 DAN GALLAGHER DIRECTOR 1.00 X 0 0 0 JOANNE Q ROBERTS SECRETARY 1.00 X X 0 0 0 GREGORY SHAW TREASURER 1.00 X X 0 0 0 VIVIAN VITALE VICE PRESIDENT 1.00 X X 0 0 0 DEBBY BRIGGS VICE PRESIDENT 1.00 X X 0 0 0 KURT MITTELSTARDT PRESIDENT 1.00 X X 0 0 0 GARY SIDELL IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ELIZABETH SWEENEY CEO 40.00 X 187076 0 8201 LINDA MOYNIHAN CFO 40.00 X 91154 0 7529 LORI HOWE COO 40.00 X 108568 0 3638 386798 0 19368 2 0 1 0 ROSE ROCK TECHNOLOGIES LLC PO BOX 736521 DALLAS TX 75373 COMPUTER CONSULTING AND IT SUPPORT 107746 1 60000 354284 5599063 1806393 520837 7819740 PROGRAM SERVICE FEES 624100 562897 562897 562897 23512 23512 35518 0 35518 35518 35518 51850 13868 37982 37982 37982 85473 354284 85473 0 MISCELLANEOUS 900099 36570 36570 36570 8516219 562897 0 133582 314197 265611 48586 4721713 4282566 314730 124417 129466 117650 11816 331561 257901 73660 438604 360829 77775 6000 6000 37307 37307 410442 397276 3831 9335 97886 87394 3178 7314 134535 128330 1006 5199 410788 363659 47129 117793 113784 2808 1201 100571 84887 3273 12411 4814 502 4312 83830 68290 15540 76043 62480 13563 PROGRAM SUPPLIES 878456 870043 8413 PRINTING AND PUBLICATIO 66414 51702 310 14402 LICENSES AND FEES 66196 20400 42745 3051 BAD DEBT 25000 25000 8451616 7298191 914784 238641 494918 624081 140000 149416 1127588 908302 57642 87088 48818 48457 3765124 1022305 2826649 2742819 484836 543693 438342 467516 5618793 5571372 449323 389566 6262 12129 105544 0 431498 461587 992627 863282 X 3737022 3859470 889144 848620 4626166 4708090 5618793 5571372 64603 17321 0 X X 0 1 X 1 1 1 X 4805834 7591933 7755513 7972250 7819740 35945270 4805834 7591933 7755513 7972250 7819740 35945270 35945270 37275 36129 32858 65885 59030 231177 34698 87305 21956 149495 36569 330023 36506470 4269615 0.98460 0.98440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 484836 6319 66613 14075 543693 407603 18854 28177 31893 484836 371109 8317 -74160 407603 417633 85520 60253 57884 371109 361791 40429 4411 417633 0.58200 0.41800 0 0 109635 109635 3223993 592227 2631766 258363 258363 0 163883 163883 0 9250 7832 1418 2742819 SECURITY DEPOSITS 15742 OPERATING LEASE RIGHT-OF-USE ASSET 451774 467516 OPERATING LEASE LIABILITIES 461587 461587 X 8533540 17321 17321 8516219 0 8516219 8451616 0 8451616 0 8451616 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF SEPTEMBER 30, 2024, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF SEPTEMBER 30, 2025. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS AND FUNDS THAT ARE DONOR RESTRICTED. TOGETHER, THESE ENDOWMENT FUNDS ARE SET ASIDE TO SUPPORT THE ORGANIZATION'S GENERAL OPERATIONS AND ARE SUBJECT TO THE ORGANIZATION'S SPENDING POLICY. GALA 104165 88257 15908 10929 4979 BIRTHDAY EVENT 127904 88701 39203 27904 11299 3 207688 177326 30362 15393 14969 439757 354284 85473 54226 31247 85473 0 1 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH SWEENEY CEO 187076 0 0 0 0 0 0 0 8201 0 195277 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS A THOUROUGH REVIEW OF CEO COMPENSATION THAT INCLUDES A SALARY COMPARISON WITH INDUSTRY STANDARDS OF OTHER SIMILAR AGENCIES OF OUR SIZE, REGION, ETC. THE EXECUTIVE COMMITTEE THEN DISCUSSES A SALARY INCREASE AS A COMMITTEE. X 438961 THRIFT SHOP VALUE X 1 6319 FAIR MARKET VALUE X SPECIAL EVENT COSTS 0 75557 FAIR MARKET VALUE 0 0 0 SCHEDULE M, PART 1, LINE 9: THE ORGANIZATION RECEIVED 33 SHARES OF DONATED STOCK DURING THE YEAR AND SOLD THE SHARES AT FAIR MARKET VALUE FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BY THE ORGANIZATION PRIOR TO ITS FILING. THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND SIGNED BY THE PRESIDENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS AND UPDATES THE WRITTEN CONFLICTS OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS A THOUROUGH REVIEW OF CEO COMPENSATION THAT INCLUDES A SALARY COMPARISON WITH INDUSTRY STANDARDS OF OTHER SIMILAR AGENCIES OF OUR SIZE, REGION, ETC. THE EXECUTIVE COMMITTEE THEN DISCUSSES A SALARY INCREASE AS A COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.