2024-03-18T14:47:15-05:00 2023-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2022-07-01 042753469 EVERGREEN CENTER INC EVER 5084782631 345 FORTUNE BOULEVARD MILFORD MA 01757 DR ROBERT F LITTLETON JR PRESIDENT 5084782631 2024-03-13 1 DR ROBERT F LITTLETON J 999009999 0 JOHN G MADDEN P00142526 7813564800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ROBERT F LITTLETON 345 FORTUNE BOULEVARD MILFORD MA 01757 33018861 0 X WWW.EVERGREENCTR.ORG X 1981 MA PROVIDE EDUCATION AND TREATMENT TO CHILDREN AND ADULTS WITH DISABILITIES. 4 3 377 5 0 0 7834816 8653817 23337063 23178014 400588 235266 3707551 55968 35280018 32123065 0 0 0 0 23238290 22891535 0 0 0 8514581 9545044 31752871 32436579 3527147 -313514 37103673 37671265 17199237 17432519 19904436 20238746 TO EDUCATE AND PROVIDE THERAPEUTIC SERVICES IN AN INTEGRATED LEARNING AND LIVING ENVIRONMENT SO THAT CHILDREN AND ADULTS WITH SEVERE DEVELOPMENTAL CHALLENGES CAN REACH THEIR MAXIMUM POTENTIAL. 0 0 24931819 26484835 SCHOOL AGE SERVICES. BASIC SKILLS - 12 MONTH RESIDENTIAL SPECIAL EDUCATION SCHOOL PROGRAM WHICH SERVED INDIVIDUALS WITH DEVELOPMENTAL CHALLENGES IN ADDITION TO HAVING MEDICAL, THERAPY OR BEHAVIORAL NEEDS. BEHAVORIAL DEVELOPMENT - 24 HOUR RESIDENTIAL SPECIAL EDUCATION TREATMENT FOR DEVELOPMENTALLY CHALLENGED INDIVIDUALS WITH COMPLEX BEHAVIORAL NEEDS. THE PROGRAM SERVED 90 CHILDREN AT ITS STATE OF THE ART EDUCATION FACILITY AND 15 RESIDENCES THROUGHOUT THE BLACKSTONE VALLEY AREA OF MASSACHUSETTS DURING FISCAL YEAR 2023. 3987519 4322306 ADULT SERVICES. STAFFED APARTMENTS - RESIDENTIAL SERVICES FOR CLIENTS. EMPHASIS IS PLACED ON DEVELOPMENT OF LIVING SKILLS AND COMMUNITY INTEGRATION.APPROX. THE PROGRAM SERVED 21 INDIVIDUALS IN 6 RESIDENCES LOCATED IN 5 EASTERN MASSACHUSETTS COMMUNITIES DURING FISCAL YEAR 2023. 725457 859749 COMMUNITY SERVICES - THERAPEUTIC SERVICES, INTENSIVE FOSTER CARE, PARENT SUPPORT FOR APPROXIMATELY 29 CLIENTS DURING FISCAL YEAR 2023. 29644795 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 50 0 377 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 1 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA X X HUMAN SERVICES MANAGEMENT CORP 5084733422 300 EAST MAIN STREET MILFORD MA 01757 X X DR ROBERT F LITTLETON JR PRESIDENT/TREASURER (RESIGNED AS DIR. ON 4/16/23) 0.12 X X 0 0 0 DR ROBERT E BARTRO VICE PRESIDENT 0.12 X X 0 0 0 JONATHAN NOURSE DIRECTOR/CLERK/CHAIR 0.12 X X 0 0 0 JAN HORVATH DIRECTOR 0.12 X 0 0 0 DR BROOKE LITTLETON-FITZGERALD DIRECTOR (ELECTED AS DIRECTOR ON 4/16/23) 0.04 X 0 0 0 JUDY HURLBURT EXECUTIVE DIRECTOR 40.00 X 211030 0 68450 BRIAN LIU-CONSTANT CHIEF CLINICAL OFFICER 40.00 X 238310 0 19068 DAVID KUFFOUR INSTRUCTOR 91.00 X 149954 0 4548 THOMAS FALLAH INSTRUCTOR 96.00 X 156448 0 13741 GLORIA HARRINGTON INSTRUCTOR 99.00 X 154467 0 3064 MOSES ARTHUR RESIDENTIAL SUPERVISOR/INSTRUCTOR 101.00 X 152795 0 2864 NAOMI MANCUSO RESIDENTIAL SUPERVISOR 102.00 X 184679 0 26770 1247683 0 138505 53 0 1 0 HUMAN SERVICES MANAGEMENT CORPORATION 300 EAST MAIN STREET MILFORD MA 01757 MGMNT/OTHER SERVICES 2525383 LOBISSER & FERREIRA CONSTRUCTION CORP 1 CHARLESVIEW ROAD HOPEDALE MA 01747 CONSTRUCTION CONTRACTOR 1001258 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 AUDIT/OTHER SERVICES 354121 BRYAN BURNETT 71 YEW STREET DOUGLAS MA 01516 LANDSCAPING AND PLOWING 158421 BOURDEAU AND SON FLOORING 16 ESSEX STREET LUDLOW MA 01056 CONSTRUCTION CONTRACTOR 151030 7 8651958 1859 8653817 PROGRAM SERVICE FEES 611600 23178014 23178014 23178014 182400 182400 932662 16000 895796 0 36866 16000 52866 52866 OTHER INCOME 611600 55968 55968 55968 32123065 23233982 0 235266 499167 221842 277325 19191295 19191295 715254 715254 570731 561117 9614 1915088 1893779 21309 1593649 1593649 160430 160430 384110 384110 16280 16280 1193090 1156745 36345 2385065 2359680 25385 312985 312955 30 4722 4722 1064115 1059600 4515 24531 24531 PROGRAM - MEALS 884253 884253 PROGRAM- CLIENTS & CARE 413602 413602 PROGRAM SUPPORT 409249 409249 PROGRAM SUPPLIES & MATE 355500 355500 343463 105202 238261 32436579 29644795 2791784 0 7189901 3414805 555933 3588034 3996032 3477138 88599 98300 31567488 12240962 18244629 19326526 5800835 6206974 1227744 1559488 37103673 37671265 3209237 3355545 121636 360548 13814180 13366366 48978 64189 5206 203030 0 82841 17199237 17432519 X 19904436 20238746 19904436 20238746 37103673 37671265 X -313514 222220 -52594 478198 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16280 16280 0 PART II-B, LINE 1: CONSULTING SERVICES RELATED TO DIRECT LOBBYING ACTIVITIES 0 1 X 3523226 3523226 25631688 10376633 15255055 700580 556603 143977 1711994 1307726 404268 19326526 OPERATING LEASE LIABILITY 82841 82841 PART IV, LINE 2B: THE ORGANIZATION RECEIVES FUNDS FROM VARIOUS SOURCES ON BEHALF OF CERTAIN CLIENTS FOR PERSONAL EXPENSES (E.G., CLOTHING, BIRTHDAY, ETC.). 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED IN ORGANIZATION'S BROCHURE. ALSO PUBLISHED IN NEWSPAPER IN ACCORDANCE WITH REV. PROC. 75-50. SCHEDULE E, PART I, LINE 6 ORGANIZATION CONTRACTS WITH VARIOUS GOVERNMENT AGENCIES TO PROVIDE APPROVED SERVICES TO ELIGIBLE INDIVIDUALS. SEE FORM 990, PART III FOR DESCRIPTION OF SERVICES. X 0 1 0 0 0 0 0 0 0 JUDY HURLBURT EXECUTIVE DIRECTOR 184030 0 27000 0 0 0 48793 0 19657 0 279480 0 0 0 BRIAN LIU-CONSTANT CHIEF CLINICAL OFFICER 220310 0 18000 0 0 0 18102 0 966 0 257378 0 0 0 NAOMI MANCUSO RESIDENTIAL SUPERVISOR 177547 0 7132 0 0 0 6536 0 20234 0 211449 0 0 0 THOMAS FALLAH INSTRUCTOR 153221 0 3227 0 0 0 6198 0 7543 0 170189 0 0 0 GLORIA HARRINGTON INSTRUCTOR 152314 0 2153 0 0 0 3064 0 0 0 157531 0 0 0 MOSES ARTHUR RESIDENTIAL SUPERVISOR/INSTRUCTOR 151712 0 1083 0 0 0 0 0 2864 0 155659 0 0 0 DAVID KUFFOUR INSTRUCTOR 147561 0 2393 0 0 0 4548 0 0 0 154502 0 0 0 SCHEDULE J, PART I, QUESTION 3 THE ORGANIZATION HAS EXECUTED A WRITTEN EMPLOYMENT CONTRACT WITH ITS EXECUTIVE DIRECTOR. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2018-06-29 16370000 SEE SCHEDULE O 0 0 0 A 2801300 16370000 238522 8010732 8120746 2021 1 0 1 1 A 0 0 1 1 0 0 0 1 A 0 1 0 1 1 1 TD BANK NA 30.000000000000 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2023 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 2153704 SEE SCH. O 1 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 119137 SEE SCH. O 0 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 332744 SEE SCH. O 0 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 612 SEE SCH. O 0 BEACON ABA SERVICES INC SEE SCHEDULE O 8846 SEE SCH. O 0 BEACON ABA SERVICES INC SEE SCHEDULE O 668 SEE SCH. O 0 CRITERION CHILD ENRICHMENT INC SEE SCHEDULE O 3557 SEE SCH. O 0 FORM 990, PART VI, SECTION A, LINE 2 DR. BROOKE LITTLETON-FITZGERALD, A DIRECTOR OF THE ORGANIZATION, IS THE DAUGHTER OF DR. ROBERT F. LITTLETON, JR., THE PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE EVERGREEN CENTER, INC. ("EVERGREEN") HAS ENGAGED HUMAN SERVICES MANAGEMENT CORPORATION, INC. ("HSMC") TO PROVIDE MANAGEMENT AND OTHER SERVICES. PLEASE SEE BELOW FOR A COMPLETE DESCRIPTION OF THE SERVICES PROVIDED BY HSMC. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS CORPORATE BYLAWS SINCE THE PRIOR FORM 990 WAS FILED. THE CHANGES CONSISTED OF: 1) THE PRINCIPAL OFFICE SHALL BE LOCATED AT THE PRINCIPAL OFFICE LISTED IN THE LATEST ANNUAL REPORT FILED WITH THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS. 2) THE ESTABLISHMENT OF A CHAIR OF THE BOARD OF DIRECTORS. 3) MEETINGS MAY BE HELD REMOTELY. IN ADDITION, THE AMENDMENT ESTABLISHED A REMOTE VOTING OPTION BY DIRECTORS FOR MEETINGS THAT ARE HELD REMOTELY. 4) CHANGE THE DIRECTOR QUALIFICATION TO INDICATE THAT AN OFFICER MAY, BUT IS NOT REQUIRED TO, BE A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 8B BOARD MINUTES ARE MAINTAINED AND APPROVED FOR EACH BOARD OF DIRECTORS MEETING. THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ACCEPTS AND APPROVES A FINAL COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST FORM DISCLOSING ANY POTENTIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE CONFLICT OF INTEREST FORMS ARE ACCEPTED AND APPROVED BY THE BOARD OF DIRECTORS. BOARD MEMBERS ABSTAIN FROM THE APPROVAL OF ANY TRANSACTIONS IN WHICH THEY HAVE A CONFLICT OF INTEREST. SUCH TRANSACTIONS MUST BE APPROVED BY AN AFFIRMATIVE VOTE OF A MAJORITY OF DISINTERESTED DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, 1A(B) DR. ROBERT F. LITTLETON, JR., FOUNDER/OFFICER/TREASURER OF WALTHAM PROPERTIES, INC. - .05 HOURS PER WEEK. JAN HORVATH, VICE PRESIDENT/DIRECTOR OF WALTHAM PROPERTIES, INC. - .05 HOURS PER WEEK. FORM 990, PART XI, LINE 9: INVESTMENT REV. (INCL. NET REAL/UNREALIZED GAINS) - DEFERRED COMPENSATION 19,371. CHANGE IN VALUE OF DEFERRED COMPENSATION LIABILITIES -19,371. GAIN ON INTEREST RATE SWAP AGREEMENT 478,198. FORM 990, SCHEDULE K, PART I FINANCE THE PURCHASE OF REAL ESTATE, CONSTRUCTION OF NEW FACILITIES AND CERTAIN COSTS OF ISSUANCE, AND REFINANCE OF A 2005 BOND ISSUE AND CERTAIN OTHER INDEBTEDNESS. FORM 990, SCHEDULE L, PART IV HUMAN SERVICES MANAGEMENT CORPORATION, INC. THE ORGANIZATION HAS EXECUTED AN AGREEMENT WITH HUMAN SERVICES MANAGEMENT CORPORATION, INC. ("HSMC"). HSMC IS A MASSACHUSETTS CORPORATION THAT PROVIDES SHARED BUSINESS SERVICES, PERSONNEL AND EQUIPMENT, WHICH ENABLES SMALLER PROVIDERS ACCESS TO TECHNOLOGY BEYOND THEIR FINANCIAL CAPACITY, AND LARGER PROVIDERS ECONOMY OF SCALE SAVINGS IN BUSINESS AND DEVELOPMENT SERVICES. AS OF JANUARY 1, 2020, THE AGREEMENT PROVIDES FOR A FIVE-YEAR TERM. THE AGREEMENT WILL AUTOMATICALLY RENEW FOR ANOTHER FIVE-YEAR TERM UNLESS EITHER PARTY PROVIDES AT LEAST ONE-YEAR NOTICE OF NON-RENEWAL OR THE ARRANGEMENT IS TERMINATED AS PROVIDED FOR IN THE AGREEMENT. THE ORGANIZATION'S FOUNDER/PRESIDENT/TREASURER IS ALSO THE FOUNDER/DIRECTOR/PRESIDENT/TREASURER/STOCKHOLDER OF HSMC AND DOES NOT RECEIVE COMPENSATION FROM HSMC IN CONNECTION WITH SERVICES PROVIDED BY HSMC TO THE ORGANIZATION. THE BOARD OF DIRECTORS ACCEPTED THE ORGANIZATION'S FOUNDER/PRESIDENT/TREASURER'S RESIGNATION AS A DIRECTOR ON APRIL 16, 2023. IN ADDITION, EFFECTIVE APRIL 16, 2023, THE BOARD OF DIRECTORS ELECTED THE FOUNDER/PRESIDENT/TREASURER'S DAUGHTER TO SERVE AS A DIRECTOR OF THE ORGANIZATION. THE FOUNDER/PRESIDENT/TREASURER'S DAUGHTER IS ALSO THE CHIEF EXECUTIVE OFFICER OF HSMC. MANAGEMENT AND PROGRAM ADMINISTRATIVE SUPPORT FEES FOR FINANCIAL, DEVELOPMENT, INFORMATION TECHNOLOGY, RECRUITMENT, HUMAN RESOURCES, FACILITY MANAGEMENT, MARKETING, SOCIAL MEDIA COORDINATION, CREDENTIALING, AND QUALITY ASSURANCE SERVICES ARE 6.5% OF CERTAIN OF THE ORGANIZATION'S GROSS BUDGETED OPERATING REVENUES. PAYMENTS ARE DUE ON THE FIRST DAY OF EACH MONTH. IF ACTUAL OPERATING REVENUES HAVE EXCEEDED THE AMOUNT BUDGETED AT THE CLOSE OF THE FISCAL YEAR, THE ORGANIZATION SHALL PAY HSMC AN AMOUNT EQUAL TO 7% OF THE ACTUAL OPERATING REVENUES IN EXCESS OF THE GROSS BUDGETED OPERATING REVENUES. IF THE ORGANIZATION DOES NOT REQUIRE A SERVICE INCLUDED IN THE MANAGEMENT AND PROGRAM ADMINISTRATIVE SUPPORT FEE, HSMC WILL ISSUE A CREDIT TO THE ORGANIZATION IN AN AMOUNT EQUAL TO THE ORGANIZATION'S ALLOCABLE SHARE OF THE COST OF THE PERSONNEL PROVIDING SUCH SERVICE HAD THE ORGANIZATION RECEIVED THE SERVICE. IN ADDITION, THE EXPENSE OF HIRING PERMANENT EMPLOYEES TO PERFORM DUTIES RELATED SPECIFICALLY TO THE ORGANIZATION IS BILLED BACK TO THE ORGANIZATION AT THE ACTUAL COST OF SALARY AND RELATED EXPENSES, AND AN ALLOCATION OF ACTUAL OCCUPANCY AND OVERHEAD EXPENSES RELATED TO THESE SERVICES. ALTHOUGH NOT REQUIRED BY THE MANAGEMENT AGREEMENT, IT HAS BEEN THE PRACTICE OF HSMC TO REBATE, AS APPLICABLE, TO THE ORGANIZATION AN AMOUNT EQUAL TO THE ORGANIZATION'S SHARE OF HSMC'S ESTIMATED PROFIT RELATED TO THE SERVICES PROVIDED TO THE ORGANIZATION. THE ORGANIZATION'S SHARE OF HSMC'S PROFIT IS BASED ON FEES INCURRED BY THE ORGANIZATION AND THE ALLOCATION OF EXPENSES RELATED TO THE SERVICES PROVIDED BY HSMC TO THE ORGANIZATION. HSMC DID NOT ISSUE A REBATE TO THE ORGANIZATION DURING THE YEAR ENDED JUNE 30, 2023 BECAUSE THE FEES IT CHARGED THE ORGANIZATION WERE EQUAL TO ITS COSTS RELATED TO THE SERVICES IT PROVIDED TO THE ORGANIZATION. MANAGEMENT AND PROGRAM ADMINISTRATIVE SUPPORT FEES AND SPECIAL PROJECT SERVICES TOTALED $2,272,841 (THIS AMOUNT INCLUDES $2,153,704 OF MANAGEMENT/PROGRAM ADMINISTRATIVE SUPPORT FEES AND $119,137 OF SPECIAL PROJECT SERVICES) FOR THE YEAR ENDED JUNE 30, 2023. HSMC BILLED THE ORGANIZATION FOR SPECIAL PROJECT SERVICES AT ITS ACTUAL COST OF SALARY AND FRINGE BENEFITS AND AN ALLOCATION OF ACTUAL OCCUPANCY AND OVERHEAD EXPENSES RELATED TO THESE SERVICES. THE ORGANIZATION ALSO PAID HSMC $332,744 FOR OPERATING EXPENSES INCURRED BY HSMC ON BEHALF OF THE ORGANIZATION DURING THE YEAR ENDED JUNE 30, 2023. HSMC BILLED THE ORGANIZATION FOR THESE AMOUNTS AT ITS COST. THE ORGANIZATION RENTED STORAGE SPACE, AT COST, TO HSMC ON AN AT-WILL BASIS. THE ORGANIZATION RECEIVED $612 FROM HSMC FOR USE OF THIS SPACE DURING THE YEAR ENDED JUNE 30, 2023. THE FOUNDER/PRESIDENT/TREASURER OF THE ORGANIZATION IS ALSO THE FOUNDER/DIRECTOR/ PRESIDENT/TREASURER/STOCKHOLDER OF BEACON ABA SERVICES, INC. ("BEACON"). BEACON PROVIDED CONSULTATION SERVICES, AT COST, TO THE ORGANIZATION THAT TOTALED $8,846 FOR THE YEAR ENDED JUNE 30, 2023. THE ORGANIZATION RENTED STORAGE SPACE, AT COST, TO BEACON ON AN AT-WILL BASIS. THEN ORGANIZATION RECEIVED $668 FROM BEACON FOR USE OF THIS SPACE DURING THE YEAR ENDED JUNE 30, 2023. THE FOUNDER/PRESIDENT/TREASURER OF THE ORGANIZATION IS ALSO THE FOUNDER/PRESIDENT/TREASURER OF CRITERION CHILD ENRICHMENT, INC. ("CRITERION"). THE ORGANIZATION RENTED STORAGE SPACE, AT COST, TO CRITERION ON AN AT-WILL BASIS. THE ORGANIZATION RECEIVED $3,557 FROM CRITERION FOR USE OF THIS SPACE DURING THE YEAR ENDED JUNE 30, 2023. WALTHAM PROPERTIES INC 345 FORTUNE BOULEVARD MILFORD MA 01757 043520825 PROVIDE DISABLED LOW INCOME PERSONS WITH FACILITIES AND SERVICES MA 501(C)(3) 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 WALTHAM PROPERTIES INC B 39024 AT COST WALTHAM PROPERTIES INC D 55633 AT COST WALTHAM PROPERTIES INC Q 11344 AT COST