2024-09-03T10:32:14-05:00 2023-12-31 920473723 NASH CPAS LLC 501 PROVIDENCE HWY NORWOOD MA 02062 990 2023-01-01 042437845 HALEY HOUSE INC & AFFILIATES HALE 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 REGINALD JEAN EXECUTIVE DIRECTOR 6172368132 2024-09-03 1 1 CHRISTOPHER NASH P01884824 7812861320 2024-09-03 2023 2024-08-08 14:25:15Z REGINALD JEAN 23 DARTMOUTH STREET BOSTON MA 02116 4960016 0 X HTTPS://HALEYHOUSE.ORG/ X 1967 MA TO PROVIDE BASIC NEEDS OF FOOD AND SHELTER TO POOR AND HOMELESS INDIVIDUALS. 13 13 43 937 0 0 4070691 3991654 843273 847064 9672 30868 96759 86845 5020395 4956431 0 0 0 0 1073724 1198331 0 0 310866 3546895 3425737 4620619 4624068 399776 332363 19699739 20115622 16825984 16909504 2873755 3206118 X THROUGH FOOD, PERSONAL RELATIONSHIP, AND THE POWER OF COMMUNITY, THE ORGANIZATION BREAKS DOWN BARRIERS BETWEEN PEOPLE, EMPOWERS INDIVIDUALS, AND STRENGTHENS NEIGHBORHOODS. WE BELIEVE IN RADICAL SOLUTION; SOLVING PROBLEMS AT THEIR ROOTS BY CHALLENGING THE ATTITUDES AND STRUCTURES THAT PERPETUATE SUFFERING WHILE BUILDING INNOVATIVE MODELS AS CREATIVE ALTERNATIVES. BEGUN AS A SOUP KITCHEN IN 1966, HALEY HOUSE, INC. HAS GROWN INTO A MULTIFACETED ORGANIZATION DEEPLY ROOTED IN TWO BOSTON NEIGHBORHOODS: THE SOUTH END AND ROXBURY. IN THE ORGANIZATION'S 50+ YEAR HISTORY, THE ORGANIZATION HAS EXPANDED CREATIVELY IN DIRECT RESPONSE TO THE NEEDS OF THOSE WHO COME TO OUR DOORS. 0 0 2572885 808335 HOUSING PROGRAM: THE HOUSING PROGRAM PROVIDES SECURE HOMES TO LOW-INCOME FAMILIES AND FORMERLY HOMELESS PEOPLE WITH MORE THAN 110 UNITS OF PERMANENT, AFFORDABLE HOUSING SCATTERED THROUGHOUT THE SOUTH END AND ROXBURY. 879565 0 FOOD, MEALS, AND FAMRING: EACH YEAR, SOUP KITCHEN VOLUNTEERS SERVE MORE THAN 36,000 MADE-FROM-SCRATCH MEALS 9 TIMES A WEEK AND DISTRIBUTE OVER 10,000 BAGS OF FOOD THROUGH THE WEEKLY FOOD PANTRY. THESE PROGRAMS ARE COORDINATED BY A LIVE-IN COMMUNITY OF LONG-TERM VOLUNTEERS WHO DONATE THEIR TIME IN EXCHANGE FOR ROOM AND BOARD. HALEY HOUSE, INC. IS RESPONSIBLE FOR TWO PLOTS OF RECLAIMED URBAN LAND IN ROXBURY AND THE SOUTH END, WHICH PROVIDE SEASONAL PRODUCE FOR THE SOUP KITCHEN, BAKERY CAFE, AND OTHER PROGRAMS. OTHER PROGRAMS INCLUDE TAKE BACK THE KITCHEN, A HANDS-ON COOKING PROGRAM TAUGHT BY PROFESSIONAL CHEFS REACHING OVER 400 YOUNG PEOPLE AND THEIR FAMILIES EACH YEAR AND THE TRANSITIONAL EMPLOYMENT PROGRAM (TEP) OFFERING JOBS AND LIFE-SKILLS TRAINING FOR PEOPLE RETURNING FROM INCARCERATION. 165576 38739 SOCIAL ENTERPRISE BAKERY CAFE: LOCATED IN ROXBURY SINCE 2005, THE BAKERY CAFE HAS BEEN DESCRIBED AS A COMMUNITY CENTER DISGUISED AS A CAFE. IN ADDITION TO DELICIOUS, HEALTHY, AND AFFORDABLE FOOD, THE SOCIAL ENTERPRISE RESTAURANT OFFERS DIGNIFIED WORK AND JOB SKILLS TRAINING FOR PEOPLE TRANSITIONING OUT OF INCARCERATION AND IS HOME TO EXTENSIVE ARTS AND CULTURAL PROGRAMMING. 3618026 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 8 0 1 43 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X REGINALD JEAN 6172368132 23 DARTMOUTH STREET BOSTON MA 02116 CARL LONG CHAIR 1.00 X X 0 0 0 CELIA M GRANT VICE CHAIR 1.00 X X 0 0 0 KATHLEEN O'CONNOR TREASURER 1.00 X X 0 0 0 CHRISTINA HORN CLERK 1.00 X X 0 0 0 DAVID WHALEN DIRECTOR 1.00 X 0 0 0 VICTOR CAPOCCIA PHD DIRECTOR 1.00 X 0 0 0 KATHY KIM DIRECTOR 1.00 X 0 0 0 IRENE LI DIRECTOR 1.00 X 0 0 0 DAVID MANZO DIRECTOR 1.00 X 0 0 0 WAT MATSUYASU DIRECTOR 1.00 X 0 0 0 YVONNE RINCON DIRECTOR 1.00 X 0 0 0 LAURIE GOULD DIRECTOR 1.00 X 0 0 0 JOSEPH CHARLES DIRECTOR 1.00 X 0 0 0 REGINALD JEAN EXECUTIVE DIRECTOR 40.00 X 129262 0 8172 129262 0 8172 1 0 0 0 G&G CONSTRUCTION 23 WINTHROP AVE REVERE MA 02151 CONSTRUCTION 534327 ECRATCHIT 2 SHARP ST UNIT B HINGHAM MA 02043 ACCOUNTING 118952 2 2515572 1476082 319486 3991654 RENTAL INCOME 531310 808335 808335 SALE OF PRODUCTS 445200 38729 38729 847064 9024 9024 25429 3585 21844 21844 21844 900099 86845 86845 86845 4956431 955753 0 9024 129262 83867 16569 28826 868982 563812 111385 193785 121874 68038 37109 16727 78213 43664 23814 10735 72934 72934 2730 2730 58123 58123 358365 30926 323202 4237 435574 392881 14250 28443 887202 868107 10002 9093 605471 591867 6868 6736 749653 738871 5391 5391 179533 166167 8221 5145 FOOD, INGREDIENTS, AND 47901 41575 4578 1748 BAD DEBT 28251 28251 4624068 3618026 695176 310866 2983814 3791777 412451 464406 174070 9070 285300 169525 109243 114060 26547608 12176136 14284325 14371472 347147 1103389 1195312 19699739 20115622 229228 375416 425741 428632 16171015 16105456 16825984 16909504 X 2266504 2881550 607251 324568 2873755 3206118 19699739 20115622 332363 0 X 0 1 X 1 0 X 1620734 1799253 2028573 4070691 4821833 14341084 1620734 1799253 2028573 4070691 4821833 14341084 14341084 27958 17429 9770 8887 9024 73068 13446 6983 20429 15314 4155 608457 96759 125574 850259 15284840 0.93830 0.92810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 15,314. 2020 AMOUNT: $ 4,155. 2021 AMOUNT: $ 381. 2022 AMOUNT: $ 96,759. 2023 AMOUNT: $ 125,574. GAIN ON EXTINGUISHMENT OF DEBT - 2021 AMOUNT: $ 608,076. PART II, SHORT YEAR EXPLANATION THE AMOUNTS ON COLUMN D ARE SHORT YEAR AMOUNTS FROM JULY 1, 2021 TO DECEMBER 31, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 656937 656937 21299058 10460367 10838691 4591613 1715769 2875844 14371472 RESTRICTED CASH 1183812 DEPOSITS 11500 1195312 X 4956431 0 4956431 0 4956431 4624068 0 4624068 0 4624068 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. 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. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. HALEY HOUSE BAKERY CAFE OPERATING LLC, HALEY HOUSE BAKERY CAFE 12 DADE LLC AND HALEY HOUSE INTERFAITH OWNER LLC ARE LIMITED LIABILITY COMPANIES WITH HALEY HOUSE, INC. AS ITS SOLE MEMBER AND CONSEQUENTLY ARE DISREGARDED ENTITIES HAVING NO TAX STATUS. THESE ENTITIES ARE CONSOLIDATED AND FILE WITH HALEY HOUSE, INC.'S NONPROFIT TAX RETURN. X 44813 FAIR MARKET VALUE X 187431 221485 FAIR MARKET VALUE X NEW BOILERS 1 26485 FAIR MARKET VALUE 0 0 0 SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS FOR FOOD WAS PROVIDED IN LBS BY THE GREATER BOSTON FOOD BANK. OTHER CONTRIBUTIONS ON PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990. THE FINANCIAL DATA ON FORM 990 IS RECONCILED TO THE FINANCIAL INFORMATION ON THE AUDITED FINANCIAL STATEMENTS. THE NON-FINANCIAL INFORMATION SUCH AS QUESTIONS CONCERNING GOVERNANCE, POLICIES, AND TAX COMPLIANCE ARE REVIEWED TO ENSURE THAT THEY ARE ACCURATELY ANSWERED. CONSIDERATION IS GIVEN TO THE COMPLETENESS OF UNRELATED BUSINESS INCOME, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C (1) DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT (2) DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILETHE DETERMINATION OF A CONFLICT OF INTEREST IS DICUSSED AND VOTED UPON THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS (3) PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST (A) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST (B) THE CHAIR PERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CENTER CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT (4) VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY (A) IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE T0 DISCLOSE (B) IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING AND APPROVING THE COMPENSATION OF ANY COVERED INDIVIDUALS, THE HALEY HOUSE BOARD OF DIRECTORS, OR A DELEGATED COMMITTEE OF THE BOARD (REFERRED TO AS THE APPROVAL BODY BELOW), WILL UTILIZE THE FOLLOWING PROCESS (1) IMPARTIAL DECISION MAKERS THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF HHI COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THE VOTE) (2) COMPARABILITY DATA WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELAY ON COMPARABILITY DATA THAT DEMONSTRATE THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: (A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS, (B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS, (C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS, AND SEE RESPONSE TO PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC AT THE ORGANIZATION'S OFFICES DURING NORMAL BUSINESS HOURS. HALEY HOUSE BAKERY CAFE 12 DADE LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 OWN AND MANAGE THE PROPERTY THAT HOUSES THE BAKERY AND CAFE MA 0 0 HALEY HOUSE INC HALEY HOUSE INTERFAITH LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 MANAGING MEMBER IN CERTAIN REAL ESTATE VENTURES MA 0 0 HALEY HOUSE INC HALEY HOUSE BAKERY CAFE OPERATING LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 OPERATE NON-PROFIT BAKERY AND CAFE OPERATIONS MA 0 258889 HALEY HOUSE INC HALEY HOUSE INTERFAITH OWNER LLC 23 DARTMOUTH STREET BOSTON MA 02116 042437845 SPECIAL MEMBER IN CERTAIN REAL ESTATE VENTURES MA 2814395 11848086 HALEY HOUSE INC