2026-04-15T17:08:48-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-07-01 042130847 YWCA NORTHEASTERN MASSACHUSETTS INC YWCA 9786870331 38 LAWRENCE STREET LAWRENCE MA 01840 MARICELIS ORTIZ CHIEF EXECUTIVE OFFICER 9786870331 2026-04-12 1 0 X CATHERINE PETERCSAK P01357092 5167472000 2026-04-12 2024 2025-03-06 01:10:19Z MARICELIS ORTIZ 38 LAWRENCE STREET LAWRENCE MA 01840 11273047 0 X WWW.YWCANEMA.ORG X 1899 MA THE YWCA IS DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL. 15 15 161 20 0 0 636114 828136 9902921 10282090 32979 75226 78008 -13333 10650022 11172119 0 15080 0 0 6543840 6753274 0 0 0 3454185 3783702 9998025 10552056 651997 620063 13573651 14677536 5385352 5852856 8188299 8824680 X THE YWCA IS DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL. 0 0 4925649 5892306 YOUTH SERVICES - THE YWCA OFFERS AN ARRAY OF AFFORDABLE YOUTH SERVICES DESIGNED TO PROMOTE ACADEMIC ACHIEVEMENT, FAMILY UNITY, LEADERSHIP, AND PHYSICAL FITNESS WITH SITES IN LAWRENCE AND HAVERHILL. PROGRAMS INCLUDE: YEAR-ROUND, NAEYC-ACCREDITED INFANT AND TODDLER CHILD CARE FOR AGES ONE MONTH TO 2.9 YEARS; LITERACY BASED EARLY LEARNING CENTER FOR CHILDREN AGES 3 TO 5, ASSURING KINDERGARTEN READINESS; YEAR-ROUND AFTER-SCHOOL AND OUT-OF-SCHOOL CARE FOR YOUTH AGES 5 TO 14 INCLUDING ACADEMIC SUPPORT, RECREATION AND FITNESS, AND FAMILY ACTIVITIES. ALL CHILD CARE IS SUBSIDIZED AND LICENSED BY THE STATE OF MA DEPARTMENT OF EARLY EDUCATION AND CARE. OTHER YOUTH PROGRAMS INCLUDE CAMP Y-WOOD SUMMER DAY CAMP ON CAPTAIN'S POND IN RURAL SALEM, NH; GENDER-SPECIFIC PROGRAMS FOR GIRLS TO INCREASE LEADERSHIP CAPACITY, SCHOOL PERSISTENCE AND THE ABILITY TO MAKE HEALTHY CHOICES. 2185461 15080 3290831 VICTIM SERVICES - THE YWCA PROVIDES TRANSITIONAL HOUSING TO WOMEN WHO ARE SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN. RESIDENTS MAY REMAIN FOR UP TO 24 MONTHS, DURING WHICH TIME THEY GAIN THE SKILLS TO OBTAIN ECONOMIC SELF-SUFFICIENCY AND SAFE, PERMANENT AFFORDABLE HOUSING. OTHER SERVICES INCLUDE AN EMERGENCY SHELTER FOR WOMEN AND THEIR CHILDREN FLEEING DOMESTIC VIOLENCE; FREE COUNSELING, COURT ADVOCACY; SERVICE LINKAGE AND HOSPITAL ACCOMPANIMENT FOR VICTIMS OF SEXUAL ABUSE/ASSAULT AND DOMESTIC VIOLENCE; FREE COUNSELING TO CHILD VICTIMS OF SEXUAL ASSAULT/ABUSE FROM THROUGHOUT ESSEX COUNTY; WORKSHOPS TO PREVENT TEEN DATING VIOLENCE AND PROMOTE HEALTHY RELATIONSHIPS; OPERATION OF THE YW NORTH SHORE RAPE CRISIS CENTER SERVING 25 CITIES AND TOWNS ON THE NORTH SHORE OF BOSTON; WORKSHOPS AND TRAINING TO HELP POLICE OFFICERS, COURT EMPLOYEES AND SERVICE PROVIDERS BETTER UNDERSTAND AND ADDRESS ISSUES RELATED TO DOMESTIC VIOLENCE AND SEXUAL ASSAULT/ABUSE. 1187993 1048684 IN ADDITION TO THE DOMESTIC VIOLENCE EMERGENCY SHELTER AND TRANSITIONAL PROGRAMS THE YWCA OFFERS TWO SINGLE RESIDENT OCCUPANCY PROGRAMS [SRO] IN HAVERHILL AND LAWRENCE. THE SRO PROGRAMS ARE A PERMANENT HOUSING OPTION FOR SINGLE WOMEN WHO HAVE BECOME HOMELESS AS A RESULT OF DOMESTIC AND/OR SEXUAL VIOLENCE, MENTAL HEALTH ISSUES OR SUBSTANCE ABUSE, AND WHO DO NOT HAVE CHILDREN LIVING WITH THEM.THE SRO PROGRAMS CONSIST OF 10-PRIVATE ROOMS AT EACH OF OUR TWO LOCATIONS, WITH SHARED KITCHEN, LIVING ROOM AND BATHROOM FACILITIES. WOMEN LIVING IN THIS RESIDENCE PROGRAM RECEIVE VOCATION COUNSELING AND CASE MANAGEMENT SERVICES AND MAY LIVE THERE PERMANENTLY.ALSO AT THE YWCA FINA HOUSE, WE OFFER SEVEN APARTMENT-STYLE UNITS SPECIFICALLY FOR QUALIFIED, LOW-INCOME RESIDENTS. TWO OF THESE UNITS ARE SPECIALLY DESIGNED TO ACCOMMODATE PERSONS WITH SPECIAL NEEDS OR DISABILITIES. ALL SEVEN APARTMENTS ARE AVAILABLE AS PERMANENT HOUSING FOR RESIDENTS, WHICH MAY INCLUDE SINGLE OR DOUBLE HEAD-OF-HOUSEHOLD FAMILIES.BEING A RESIDENT OF FINA HOUSE, RESIDENTS MAY CHOOSE TO PARTICIPATE IN COMMUNITY-BUILDING EVENTS AND CELEBRATIONS, AS WELL AS RECEIVE OFFERED SOCIAL SERVICES. 783979 HEALTH PROMOTION - THE YWCA WOMEN'S HEALTH ADVOCACY PROGRAM LINKS LOW-INCOME WOMEN IN LAWRENCE TO HEALTHCARE SERVICES WHILE WORKING TO DECREASE BARRIERS TO HEALTH AND WELLBEING EXPERIENCED DISPROPORTIONALLY BY MINORITIES AND LOW-INCOME RESIDENTS. ALL STAFF ARE BILINGUAL, TO BETTER SERVICE THE PRIMARILY LATINO POPULATION OF LAWRENCE. SERVICES INCLUDE: THE LATINA BREAST HEALTH INITIATIVE WITH LAWRENCE GENERAL HOSPITAL, WHICH HAS INCREASED THE NUMBER OF LATINAS MAKING AND KEEPING MAMMOGRAM APPOINTMENTS; HEALTHCARE CHARLAS, OR SMALL GROUP MEETINGS IN COMFORTABLE SETTINGS HOSTED BY YWCA HEALTH AMBASSADORS TO INCREASE HEALTH LITERACY AND PROMOTE HEALTHY BEHAVIORS WITH A FOCUS ON BREAST HEALTH. 373729 50269 FINA HOUSE, LLC EXPENSES 1157708 50269 9456811 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 35 0 161 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 0 0 MA NH X SHEILA DUNNE CFO 9786870331 38 LAWRENCE STREET LAWRENCE MA 01840 JUANA SIEKIERA-NAVEO PRESIDENT 2.00 X X 0 0 0 PERLA ORTIZ VICE PRESIDENT 2.00 X X 0 0 0 PATTY WILSON TREASURER (UNTIL 11/12/2025) 2.00 X X 0 0 0 PAM SINTROS TREASURER (SINCE 11/13/2025) 2.00 X X 0 0 0 MADELINE VILLANUEVA SECRETARY (SINCE NOV 2024) 2.00 X X 0 0 0 EMMA CAMPBELL DIRECTOR 1.00 X 0 0 0 DENISE MOLINA CAPERS ESQ DIRECTOR 1.00 X 0 0 0 ANNE HEMMER DIRECTOR 1.00 X 0 0 0 ELLEN SMALL DAVIS DIRECTOR 1.00 X 0 0 0 MARGARET CROCKETT DIRECTOR 1.00 X 0 0 0 KATHERINE CASTRO EARDLEY DIRECTOR 1.00 X 0 0 0 RUTH BITCHELL DIRECTOR 1.00 X 0 0 0 MICHELE M CURTIS DIRECTOR (UNTIL JAN 2025) 1.00 X 0 0 0 MARTHA LUCIA FORERO DIRECTOR 1.00 X 0 0 0 EMILY GONZALEZ DIRECTOR 1.00 X 0 0 0 VALBONA LAVDARI DIRECTOR 1.00 X 0 0 0 LAURA J WANTE DIRECTOR 1.00 X 0 0 0 SUSAN STAPLES CHIEF EXECUTIVE OFFICER 40.00 X 217518 0 43316 KATHLEEN SHERMAN CFO (UNTIL 2/7/2025) 40.00 X 149328 0 24914 SHEILA DUNNE CFO (SINCE 1/6/2025) 40.00 X 0 0 0 MARICELIS ORTIZ CHIEF OPERATING OFFICER 40.00 X 158140 0 17084 LUIS MARTINEZ DEPUTY DIR. OF OPERATIONS & FACILITIES 40.00 X 110712 0 12288 635698 0 97602 4 0 1 0 0 74751 101905 52319 599161 828136 CHILDCARE PROGRAM SERVICE FEES 624410 5892306 5892306 VICTIM SERVICE PROGRAM SERVICE FE 624100 4339515 4339515 FINA HOUSE RENTAL INCOME 624100 50269 50269 10282090 76842 76842 60814 62430 -1616 -1616 -1616 25165 101905 38498 -13333 -13333 11172119 10282090 0 61893 15080 15080 517284 257322 259962 4961786 4482376 479410 328553 295792 32761 473248 426257 46991 472403 410287 62116 61850 61850 3889 3889 2584 2584 124377 54142 70235 31201 31201 116996 116996 90376 35797 54579 1284879 1273456 11423 6250 6250 110144 110061 83 405766 403618 2148 178657 174023 4634 PROGRAM SUPPLIES 696736 696736 CLIENT TRANSPORTATION 524424 524424 DIRECT CARE CONSULTANTS 73908 73908 DUES 65788 65788 5877 3297 2580 10552056 9456811 1095245 0 3575264 2866449 1416888 2487061 928595 919805 181439 45899 154292 227782 13833156 6944551 7168051 6888605 5069 507142 144053 734793 13573651 14677536 985733 792871 19763 26749 4297889 4352434 81967 680802 5385352 5852856 X 8093947 8757462 94352 67218 8188299 8824680 13573651 14677536 X 620063 11993 4325 X 0 1 X 1 1 1 X 1053380 2356359 1374719 636114 828136 6248708 1053380 2356359 1374719 636114 828136 6248708 60727 6187981 12309 4603 14593 32979 127111 191595 126907 84713 81076 3209 295905 6736208 45239017 0.91860 0.91010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 126,907. 2021 AMOUNT: $ 84,713. 2022 AMOUNT: $ 81,076. 2023 AMOUNT: $ 3,209. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3889 3889 0 PART II-B, LINE 1: THE ORGANIZATION PAID $3,889 DURING THE FISCAL YEAR TO A LOBBYING CONSULTANT ON MATTERS RELATED TO THE ALLIANCE OF YWCA'S CAMPAIGN TO SECURE FUNDING FROM THE COMMONWEALTH OF MASSACHUSETTS, DEPARTMENT OF PUBLIC HEALTH, YOUTH AT RISK LINE ITEM. 106357 106357 13021027 6243510 6777517 145000 145000 0 528595 523864 4731 32177 32177 0 6888605 BENEFICIAL INTEREST IN TRUST 67218 OPERATING LEASE RIGHT-OF-USE ASSETS 647135 FINANCE LEASE RIGHT-OF-USE ASSET 20440 734793 OPERATING LEASE LIABILITIES 659471 FINANCE LEASE LIABILITY 21331 680802 X 11114207 11993 -67321 -55328 11169535 2584 2584 11172119 10477826 38498 38498 10439328 2584 110144 112728 10552056 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 JUNE 30, 2025 AND 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 JUNE 30, 2025 AND 2024. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN FAIR VALUE OF INVESTMENTS HELD IN TRUST 4,325. FUNDRAISING EVENT EXPENSES 38,498. INTEREST EXPENSE -110,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 38,498. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 110,144. TRIBUTE TO WOMEN LUNCHEON 86036 66818 19218 3000 16218 11115 FALL FEST WINE TASTING 40289 34342 5947 600 5347 300 1918 126325 101160 25165 3600 21565 300 13033 38498 -13333 1 A DEPARTMENT OF PUBLIC HEALTH GRANT THAT SUPPORTS ASSISTANCE FOR RENT, ELECTRICITY AND OTHER EMERGENCY NEEDS FOR FAMILIES. 17 15080 0 PART I, LINE 2: THE ORGANIZATION RECEIVES FUNDING FROM THE DEPARTMENT OF PUBLIC HEALTH THAT CAN BE USED TO PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS. THE ORGANIZATION IS REQUIRED TO PROVIDE QUALIFYING DETAILS OF EACH INDIVIDUAL TO THE DPH IN ORDER TO RECEIVE THE FUNDING TO PROVIDE TO THESE INDIVIDUALS. X 0 0 0 0 0 0 0 1 0 SUSAN STAPLES CHIEF EXECUTIVE OFFICER 207518 0 10000 0 0 0 22687 0 20629 0 260834 0 0 0 MARICELIS ORTIZ CHIEF OPERATING OFFICER 157740 0 400 0 0 0 15895 0 1189 0 175224 0 0 0 KATHLEEN SHERMAN CFO (UNTIL 2/7/2025) 148928 0 400 0 0 0 15265 0 9649 0 174242 0 0 0 PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER'S BONUS IS PAID AT THE DISCRETION OF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS IN CONNECTION WITH CERTAIN PERFORMANCE GOALS AND THE ORGANIZATION'S FINANCIAL CONDITION. THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION DETERMINES THE PERFORMANCE BASED BONUSES PAID TO OTHER EMPLOYEES WITHIN THE BOARD AUTHORIZED BUDGET. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED WITH THE IRS, THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT. THE FORM 990 IS THEN GIVEN TO ALL BOARD MEMBERS FOR REVIEW. ANY QUESTIONS ARE ANSWERED BY EITHER MANGEMENT OF THE ORGANIZATION OR THE INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A CONFLICT-OF-INTEREST POLICY THAT IS APPLICABLE TO ALL BOARD MEMBERS WITH POWERS DELEGATED TO IT BY THE BOARD (COLLECTIVELY, "INTERESTED PERSON"). IN ACCORDANCE WITH THE POLICY, EACH INTERESTED PERSON MUST PROVIDE A SIGNED ATTESTATION REGARDING THE CONFLICT-OF-INTEREST POLICY. UPON DISCLOSING A FINANCIAL INTEREST TO THE BOARD OR COMMITTEE BY AN INTERESTED PERSON, AND AFTER ANY NECESSARY DISCUSSION, THE INTERESTED PERSON WILL LEAVE THE MEETING, AND THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE WILL DETERMINE IF A CONFLICT ACTUALLY EXISTS. IF A CONFLICT IS DEEMED TO EXIST, THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS WILL REVIEW AND VOTE UPON WHETHER THE TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION AND WHETHER IT IS FAIR OR REASONABLE. THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE BUT MUST LEAVE THE MEETING PRIOR TO ANY DISCUSSION/VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE EXECUTIVE COMMITTEE AND VOTED ON BY THE BOARD. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 4,325. YWCA FINA HOUSE LLC 38 LAWRENCE STREET LAWRENCE MA 01840 200360245 TRANSITIONAL HOUSING MA 348681 2897512 YWCA NORTHEASTERN MASSACHUSETTS INC