2025-02-10T11:45:29-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-07-01 237399545 THE ARC OF GREATER PLYMOUTH INC ARCO 5087329292 71 ARMSTRONG ROAD PLYMOUTH MA 02360 MARY VALACHOVIC PRESIDENT AND CEO 5087329292 2025-02-03 1 1 SHANNON CROWLEY P01594935 7819821001 2025-02-03 2023 2025-03-06 01:10:19Z MARY VALACHOVIC 71 ARMSTRONG ROAD PLYMOUTH MA 02360 9724991 0 1 X WWW.PLYMOUTHCAPEARC.ORG X 1974 MA PROVIDE PERSONALIZED SERVICES, SUPPORTS AND ADVOCACY TO INDIVIDUALS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES AND ALSO TO THEIR FAMILIES. 8 8 187 8 0 0 1825265 185410 10050798 9394856 1092 56515 18610 88210 11895765 9724991 0 0 0 0 5165903 4505691 0 0 0 5226105 5368039 10392008 9873730 1503757 -148739 12676047 11797589 8991156 8261437 3684891 3536152 X PROVIDE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND THEIR FAMILIES THROUGH FAMILY SUPPORT PROGRAMS AND SUPPORTED LIVING. 0 0 6019683 0 7072651 INDIVIDUAL SUPPORT, GROUP HOME SERVICES, EMPLOYMENT SERVICES AND SUPPORT LIVING PROGRAMS. 1432267 0 1580787 ADULT FAMILY CARE SERVICES TO 57 CLIENTS. 633630 0 650229 AGENCY WITH CHOICE PROGRAM THAT PROVIDED INDIVIDUALIZED HOME SUPPORT AND FINANCIAL ASSITANCE TO 28 INDIVIDUALS. 298896 0 91771 FAMILY SUPPORT PROVIDED COORDINATED FAMILY SUPPORT TO 20 FAMILIES IN PLYMOUTH COUNTY WHICH INCLUDED INFORMATION AND REFERRAL SERVICES, STIPEND AND RESPITE MONETARY SUPPORT AND FAMILY ADVOCACY. 298896 0 91771 8384476 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 0 0 0 1 1 1 0 1 1 0 0 0 MA X CAROLYN MCCARTHY 5087329292 71 ARMSTRONG ROAD PLYMOUTH MA 02360 MARY VALACHOVIC PRESIDENT AND CEO 40.00 X 177989 0 9347 MICHELLE SOBEL VP OF HEALTHCARE SERVICES 40.00 X 119257 0 1242 ANNE BALDWIN VP OF QUALITY ASSURANCE & ADVOCACY 40.00 X 115214 0 1474 STEVE COSTELLO DIRECTOR/CHAIRMAN 1.00 X X 0 0 0 PATRICIA COSGROVE DIRECTOR/CO-CHAIRPERSON 1.00 X X 0 0 0 ROSALIE EDES DIRECTOR/TREASURER 1.00 X X 0 0 0 STEVEN BARNEY DIRECTOR/SECRETARY 1.00 X X 0 0 0 ADAM HILL DIRECTOR 1.00 X 0 0 0 JOSEPH GOMES DIRECTOR 1.00 X 0 0 0 ROBERT MASCALI DIRECTOR 1.00 X 0 0 0 ROBERT NOLET DIRECTOR 1.00 X 0 0 0 412460 0 12063 3 0 1 0 0 185410 185410 CONTRACTS AND FEES 624100 7163893 7163893 ADULT FAMILY CARE 624100 1580788 1580788 AGENCY WITH CHOICE 624100 650175 650175 9394856 56515 56515 INSURANCE PROCEEDS 900099 87628 87628 MISCELLANEOUS INCOME 900099 582 582 88210 9724991 9395438 0 144143 X 202467 202467 3721902 3168724 553178 216422 156383 60039 364900 294435 70465 25015 25015 45238 45238 1768461 1744654 23807 4804 154 4650 89123 63092 26031 62356 7623 54733 163235 25836 137399 89500 77298 12202 192910 192626 284 327450 288782 38668 166989 128569 38420 PROGRAM EXPENSES 2122104 2116661 5443 UTILITIES/PHONE 121633 105155 16478 MISCELLANEOUS 80436 4043 76393 EQUIPMENT LEASE 40664 10230 30434 68121 211 67910 9873730 8384476 1489254 0 429417 683174 846809 1944259 2382204 600979 128611 74136 2294797 753300 1517797 1541497 7349734 21475 6953544 12676047 11797589 736048 405956 720000 672000 7535108 7183481 8991156 8261437 X 3684891 3536152 3684891 3536152 12676047 11797589 -148739 0 X 0 1 X 1 0 X 83756 1149486 60474 1825265 185410 3304391 83756 1149486 60474 1825265 185410 3304391 3304391 365 266 686 1092 56515 58924 375 2167 51945 18610 88210 161307 3524622 47366400 0.93750 0.97680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 375. 2020 AMOUNT: $ 2,167. 2021 AMOUNT: $ 51,945. 2022 AMOUNT: $ 18,610. 2023 AMOUNT: $ 582. INSURANCE PROCEEDS - 2023 AMOUNT: $ 87,628. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 375000 375000 981716 272017 709699 391578 90417 301161 262295 204920 57375 284208 185946 98262 1541497 OTHER CURRENT ASSETS 21475 RIGHT -OF-USE ASSETS 6932069 6953544 LEASE LIABILITIES - OPERATING 249106 LEASE LIABILITIES -FINANCING 6934375 7183481 X 9724991 0 9724991 0 9724991 9873730 0 9873730 0 9873730 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. X 0 0 0 0 0 0 0 1 0 MARY VALACHOVIC PRESIDENT AND CEO 167989 0 10000 0 0 0 0 0 9347 0 187336 0 0 0 PART I, LINE 7 MARY VALACHOVIC, PRESIDENT AND CEO RECEIVED BONUSES BASED ON PERFORMANCE APPROVED BY THE BOARD CHAIR. A MA DEVELOPEMENT FINANCE AGENCY 043431814 2013-06-11 1200000 PURCHASE OF LAND BUILDING 0 0 0 A 528000 1200000 1200000 2013 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 1 WESTERN BANK 25.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT CONSIST OF FAMILY MEMBERS WHO ARE SERVED BY THE ORGANIZATION. THE MEMBERS ELECT THE BOARD OF DIRECTORS WHO ARE CHARGED WITH THE GOVERNANCE OF CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS THAT CONSIST OF FAMILY MEMBERS WHO ARE SERVED BY THE ORGANIZATION. THE MEMBERS ELECT THE BOARD OF DIRECTORS WHO ARE CHARGED WITH THE GOVERNANCE OF CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AS WELL AS THE FINANCE DIRECTOR WILL REVIEW THE FORM 990 AND THEN PROVIDE A COPY TO THE BOARD TREASURER FOR HER REVIEW. THE BOARD MEMBERS WILL THEN RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12 THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY AND ANY CONFLICTS ARE REVIEWED. THE ORGANIZATION DOES NOT HAVE A POLICING METHOD TO ENCORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE PRESIDENT AND CEO IS DETERMINED BY COMPARING SALARIES OF OTHER HIGH LEVEL EMPLOYEES IN SIMILAR INDUSTRIES. THE EMPLOYEE SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS DURING THE BUDGET PROCESS. THE DISCUSSIONS ARE NOT DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE STATE ATTORNEY GENERAL AS WELL AS GUIDESTAR. ORGANIZING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,709,068. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,709,068. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 35,586. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,586. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,807.