2025-04-11T09:59:09-05:00 2024-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2023-07-01 042753469 EVERGREEN CENTER INC EVER 5084782631 345 FORTUNE BOULEVARD MILFORD MA 01757 DR ROBERT F LITTLETON JR PRESIDENT 5084782631 2025-04-10 1 0 JOHN G MADDEN P00142526 7813564800 2023 2025-03-06 01:10:19Z DR ROBERT F LITTLETON 345 FORTUNE BOULEVARD MILFORD MA 01757 31830232 0 X WWW.EVERGREENCTR.ORG X 1981 MA PROVIDE EDUCATION AND TREATMENT TO CHILDREN AND ADULTS WITH DISABILITIES. 4 3 348 5 -19808 0 8653817 4306295 23178014 25074575 235266 549746 55968 234312 32123065 30164928 0 0 0 0 22891535 22275551 0 0 7522 9545044 9555781 32436579 31831332 -313514 -1666404 37671265 35311714 17432519 16340782 20238746 18970932 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 24630291 24746292 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 85 CHILDREN AT ITS STATE OF THE ART EDUCATION FACILITY AND RESIDENCES THROUGHOUT THE BLACKSTONE VALLEY AREA OF MASSACHUSETTS DURING FISCAL YEAR 2024. 3422124 3649073 ADULT SERVICES. STAFFED APARTMENTS - RESIDENTIAL SERVICES FOR CLIENTS. EMPHASIS IS PLACED ON DEVELOPMENT OF LIVING SKILLS AND COMMUNITY INTEGRATION. THE PROGRAM SERVED 18 INDIVIDUALS IN RESIDENCES LOCATED IN EASTERN MASSACHUSETTS COMMUNITIES DURING FISCAL YEAR 2024. 723851 825906 COMMUNITY SERVICES - THERAPEUTIC SERVICES, INTENSIVE FOSTER CARE, PARENT SUPPORT FOR APPROXIMATELY 22 CLIENTS DURING FISCAL YEAR 2024. 28776266 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 59 0 348 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA X X HUMAN SERVICES MANAGEMENT CORP 5084733422 300 EAST MAIN STREET MILFORD MA 01757 X DR ROBERT E BARTRO VICE PRESIDENT/DIRECTOR 0.49 X X 0 0 0 JONATHAN NOURSE DIRECTOR/CLERK/CHAIR 0.39 X X 0 0 0 JAN HORVATH DIRECTOR 0.49 X 0 0 0 DR BROOKE LITTLETON-FITZGERALD FIRST VICE PRESIDENT/DIRECTOR 0.68 X X 0 0 0 DR ROBERT F LITTLETON JR PRESIDENT/TREASURER 1.88 X 0 0 0 CLIFF CABRAL CEO (EFF. 11/2023) 40.00 X 25500 0 0 JUDY HURLBURT EXECUTIVE DIRECTOR (THRU 11/2023) 40.00 X 290684 0 68199 DAVID KUFFOUR INSTRUCTOR 101.00 X 153717 0 3859 RICHARD ADJEI RESIDENTIAL SUPERVISOR/INSTRUCTOR 97.00 X 149681 0 9925 MOSES ARTHUR RESIDENTIAL SUPERVISOR/INSTRUCTOR 92.00 X 147302 0 5743 ERIC BOSOMPEM RESIDENTIAL SUPERVISOR 88.00 X 141898 0 9904 NAII ARTEY DIRECTOR OF RES. OPS. & SCHEDULING 64.00 X 141671 0 16114 1050453 0 113744 48 0 1 0 HUMAN SERVICES MANAGEMENT CORPORATION 300 EAST MAIN STREET MILFORD MA 01757 MGMNT/OTHER SERVICES 2617285 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 AUDIT/OTHER SERVICES 324689 DENNIS DIGIANDO CORPORATION 300 MAIN STREET MILFORD MA 01757 CONSTRUCTION CONTRACTOR 229295 BRYAN BURNETT 71 YEW STREET DOUGLAS MA 01516 LANDSCAPING AND PLOWING 226781 BOURDEAU AND SON FLOORING 16 ESSEX STREET LUDLOW MA 01056 CONSTRUCTION CONTRACTOR 124464 8 4304482 1813 4306295 PROGRAM SERVICE FEES 611600 25074575 25074575 25074575 292335 -19808 312143 1242715 680000 1106426 558878 136289 121122 257411 257411 OTHER INCOME 611600 234312 234312 234312 30164928 25308887 -19808 569554 618555 618555 18394547 18394547 687561 687561 707798 655874 51924 1867090 1808978 58112 1698355 1698355 61578 61578 335476 40180 295296 17760 17760 1297138 1261473 35665 2317114 2287568 29546 393015 392601 414 16384 16384 1052937 1048187 4750 24532 24532 PROGRAM - MEALS 869258 869189 69 PROGRAM SUPPORT 415812 415812 PROGRAM- CLIENTS & CARE 406355 406355 PROGRAM SUPPLIES & MATE 354071 354071 295996 137486 150988 7522 31831332 28776266 3047544 7522 3414805 2216868 3588034 3210916 3477138 4190681 98300 336 31180156 12996184 19326526 18183972 6206974 6435371 1559488 1073570 37671265 35311714 3355545 3230348 360548 228721 13366366 12386181 64189 77244 203030 244948 82841 173340 17432519 16340782 X 20238746 18970932 20238746 18970932 37671265 35311714 X -1666404 307949 -55505 146146 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17760 17760 0 PART II-B, LINE 1: CONSULTING SERVICES RELATED TO DIRECT LOBBYING ACTIVITIES 0 1 X 3523226 3523226 25156065 11051382 14104683 799468 585811 213657 1701397 1358991 342406 18183972 OPERATING LEASE LIABILITY 173340 173340 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 X X 0 1 0 0 0 0 0 1 0 JUDY HURLBURT EXECUTIVE DIRECTOR (THRU 11/2023) 226440 0 64244 0 0 0 48914 0 19285 0 358883 0 0 0 RICHARD ADJEI RESIDENTIAL SUPERVISOR/INSTRUCTOR 146344 0 3337 0 0 0 5391 0 4534 0 159606 0 0 0 NAII ARTEY DIRECTOR OF RES. OPS. & SCHEDULING 136721 0 4950 0 0 0 8584 0 7530 0 157785 0 0 0 DAVID KUFFOUR INSTRUCTOR 150927 0 2790 0 0 0 3859 0 0 0 157576 0 0 0 MOSES ARTHUR RESIDENTIAL SUPERVISOR/INSTRUCTOR 144752 0 2550 0 0 0 0 0 5743 0 153045 0 0 0 ERIC BOSOMPEM RESIDENTIAL SUPERVISOR 139248 0 2650 0 0 0 3854 0 6050 0 151802 0 0 0 PART I, LINE 4B THE ORGANIZATION'S EXECUTIVE DIRECTOR PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN, WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, WITH AN ANNUAL CONTRIBUTION MADE BY THE ORGANIZATION OF $30,000 INCLUDED IN RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II. IN ADDITION, THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, HIRED IN NOVEMBER 2023, ALSO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN, WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, WITH ANNUAL CONTRIBUTIONS TO BE MADE BY THE ORGANIZATION IN THE AMOUNT OF $15,000. NO CONTRIBUTION WAS MADE BY THE ORGANIZATION DURING 2023. PART I, LINE 7 THE ORGANIZATION MADE PAYMENTS OF ADDITIONAL COMPENSATION BASED UPON EXCEPTIONAL PERFORMANCE AND FOR EMPLOYEE RETENTION PURPOSES. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2018-06-29 16370000 SEE SCHEDULE O 0 0 0 A 3797672 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: 06/30/2024 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 2266162 SEE SCH. O 1 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 122979 SEE SCH. O 0 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 374953 SEE SCH. O 0 HUMAN SERVICES MGMT CORP SEE SCHEDULE O 644 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 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. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HAS APPROVED THE CHIEF EXECUTIVE OFFICER'S COMPENSATION BASED ON UPON REVIEW OF COMPARABLE DATA THAT CONSISTS OF COMPENSATION OF CHIEF EXECUTIVE OFFICERS OF SIMILARLY SITUATED ORGANIZATIONS. THE BOARD OF DIRECTORS DOCUMENTED ITS DELIBERATION AND DECISION FOR THE APPROVAL OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. 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. DR. ROBERT BARTRO, DIRECTOR - .05 HOURS PER WEEK. FORM 990, PART XI, LINE 9: INVESTMENT REV. (INCL. NET REAL/UNREALIZED GAINS) - DEFERRED COMPENSATION 16,855. CHANGE IN VALUE OF DEFERRED COMPENSATION LIABILITY -16,855. GAIN ON INTEREST RATE SWAP AGREEMENT 146,146. 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. DR. BROOKE LITTLETON-FITZGERALD IS A DIRECTOR ON THE ORGANIZATION'S BOARD OF DIRECTORS AND AN OFFICER. DR. BROOKE LITTLETON-FITZGERALD IS ALSO THE CHIEF EXECUTIVE OFFICER OF HSMC. HSMC COMPENSATED DR. BROOKE LITTLETON-FITZGERALD APPROXIMATELY $53,212 FOR SERVICES HSMC PROVIDED TO THE ORGANIZATION DURING CALENDAR YEAR 2023. 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. ALTHOUGH NOT REQUIRED BY THE MANAGEMENT AGREEMENT, IT HAS BEEN THE PRACTICE OF HSMC TO ISSUE A REBATE TO THE ORGANIZATION IF THERE IS A PROFIT RELATED TO THE SERVICES PROVIDED BY HSMC. ANY REBATE ISSUED BY HSMC IS BASED ON FEES INCURRED BY THE ORGANIZATION AND AN ALLOCATION OF EXPENSES RELATED TO THE SERVICES PROVIDED BY HSMC TO THE ORGANIZATION. MANAGEMENT AND PROGRAM ADMINISTRATIVE SUPPORT SERVICES AND SPECIAL PROJECTS SERVICES FEES TOTALED $2,389,141 (THIS AMOUNT INCLUDES $2,266,162 OF MANAGEMENT/PROGRAM ADMINISTRATIVE SUPPORT FEES AND $122,979 OF SPECIAL PROJECTS SERVICES FEES) FOR THE YEAR ENDED JUNE 30, 2024. HSMC BILLED THE ORGANIZATION FOR SPECIAL PROJECTS SERVICES AT ITS ACTUAL COST OF ALLOCABLE SALARY AND FRINGE BENEFITS AND AN ALLOCATION OF OCCUPANCY AND OVERHEAD EXPENSES RELATED TO THESE SERVICES. THE ORGANIZATION ALSO REIMBURSED HSMC $374,953 FOR OPERATING EXPENSES INCURRED BY HSMC ON BEHALF OF THE ORGANIZATION DURING THE YEAR ENDED JUNE 30, 2024. 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 $644 FROM HSMC FOR USE OF THIS SPACE DURING THE YEAR ENDED JUNE 30, 2024. 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 31922 AT COST WALTHAM PROPERTIES INC D 64721 AT COST WALTHAM PROPERTIES INC Q 10971 AT COST