2024-05-15T11:44:01-05:00 2023-06-30 043097400 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-07-01 042795718 EDUCATIONAL RESIDENTIAL PROGRAMS INC EDUC 7817624001 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 DANIEL BURKE EXECUTIVE DIRECTOR 7817624001 2024-05-15 1 DANIEL BURKE 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL BURKE 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 285372 0 X N/A X 1983 MA THE ORGANIZATION'S MISSION IS TO PROVIDE HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS. 3 3 0 3 0 0 238839 225175 50776 60089 99 108 0 0 289714 285372 0 0 0 0 0 0 0 0 0 196064 270652 196064 270652 93650 14720 663054 727974 276535 326735 386519 401239 THE ORGANIZATION'S MISSION IS TO PROVIDE HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS. 0 0 246503 60089 SAFE, AFFORDABLE HOUSING PROVIDED FOR UP TO 12 DEVELOPMENTALLY DISABLED ADULTS UNDER SUBSIDIZED CONTRACT WITH THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 246503 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 MA X DANIEL BURKE 7817624001 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 RICHARD HENDERSON PRESIDENT 0.10 0.50 X X 0 0 0 KEVIN MURPHY TREASURER 0.10 0.50 X X 0 0 0 WENDY DANIELS CLERK 0.10 0.10 X X 0 0 0 DANIEL BURKE EXECUTIVE DIRECTOR 1.00 41.00 X 0 232905 36908 0 232905 36908 0 0 1 0 0 225175 225175 APARTMENT CHARGES 531110 60089 60089 60089 108 108 285372 60089 0 108 X 12276 12276 125 125 29340 29340 12768 1020 11748 87935 87935 54120 54120 RESIDUAL RECEIPTS 74088 74088 270652 246503 24149 0 28723 107009 19661 15615 1200869 837003 416597 363866 198073 241484 663054 727974 8207 3866 243390 201529 24938 121340 276535 326735 X 386519 401239 386519 401239 663054 727974 14720 0 X 1 X 1 X 1 0 X 205331 217578 222862 238839 225175 1109785 205331 217578 222862 238839 225175 1109785 1109785 292 328 271 99 108 1098 1110883 258381 0.99900 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1160834 803033 357801 40035 33970 6065 363866 REPLACEMENT RESERVE 212376 MORTGAGE ESCROW DEPOSITS - INSURANCE 18122 RESIDUAL RECEIPTS RESERVE 10986 241484 DUE TO RELATED PARTY 47252 EXCESS RESIDUAL RECEIPTS DUE TO HUD 74088 121340 X 34308617 34023245 34023245 285372 0 285372 34598468 34327816 34327816 270652 0 270652 PART X, LINE 2: GENERALLY, THE CORPORATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS AFTER THE FILING DATE. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICES, TAX YEARS SINCE 2019 REMAIN OPEN. U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 34,023,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 34,327,816. 0 0 0 0 0 0 0 0 0 DANIEL BURKE EXECUTIVE DIRECTOR 0 229405 0 3500 0 0 0 21165 0 15743 0 269813 0 0 PART I, LINE 3 DANIEL BURKE WAS COMPENSATED BY A RELATED ORGANIZATION WHILE HE SERVED AS AN OFFICER OF THE ORGANIZATION DURING THE FISCAL YEAR. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION INCURRED A MANAGEMENT FEE OF $12,276 FOR THE YEAR ENDED JUNE 30, 2023 DUE TO LIFEWORKS. THE MANAGEMENT FEE IS EQUAL TO 4.5% OF GROSS INCOME COLLECTED. THE AGREEMENT IS IN EFFECT UNTIL CANCELED BY HUD, THE CORPORATION OR LIFEWORKS. FORM 990, PART VI, SECTION B, LINE 11B OFFICER OF MANAGEMENT COMPANY REVIEWS RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 29,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,340. FORM 990, PART VI, SECTION B, LINE 12A, 13 AND 14: THE CORPORATION DOES NOT HAVE WRITTEN CONFLICT OF INTEREST, WHISTLEBLOWER, OR DOCUMENT RETENTION AND DESTRUCTION POLICIES. HOWEVER, THE CORPORATION'S MANAGEMENT AGENT DOES HAVE THESE POLICIES AND THE CORPORATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE POLICIES. SOUTH NORFOLK COUNTY RESIDENCES INC 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 042584668 RESIDENTIAL HOUSING FOR DISABLED MA 501(C)(3) LINE 7 LIFEWORKS INCORPORATED 0 LIFEWORKS INCORPORATED 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 222512887 PROVIDES SERVICES FOR DISABLED MA 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0