2024-05-07T13:39:26-05:00 2023-06-30 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2022-07-01 222596246 MASSACHUSETTS DOWN SYNDROME CONGRESS INC MASS 7812210024 20 BURLINGTON MALL ROAD 261 BURLINGTON MA 01803 MAUREEN GALLAGHER EXECUTIVE DIRECTOR 7812216372 2024-05-06 1 MAUREEN GALLAGHER 999009999 0 BARBARA E KING P00005629 5087557107 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAUREEN GALLAGHER 20 BURLINGTON MALL ROAD 261 BURLINGTON MA 01803 2144584 0 X MDSC.ORG X 1984 MA TO ENSURE INDIVIDUALS WITH DOWN SYNDROME IN MASSACHUSETTS ARE VALUED, INCLUDED, AND GIVEN THE OPPORTUNITIES TO PURSUE FULFILLING LIVES BY PROVIDING INFORMATION, NETWORKING OPPORTUNITIES, AND ADVOCACY FOR PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES, EDUCATORS, HEALTH CARE PROFESSIONALS, AND THE COMMUNITY-AT-LARGE. 17 17 14 125 0 0 4296490 2001273 73186 54369 7480 78699 -29242 -19201 4347914 2115140 10000 11500 0 0 1106787 1282759 0 0 185247 654409 914239 1771196 2208498 2576718 -93358 4722413 5190411 369679 823711 4352734 4366700 X TO ENSURE INDIVIDUALS WITH DOWN SYNDROME IN MASSACHUSETTS ARE VALUED, INCLUDED, AND GIVEN THE OPPORTUNITIES TO PURSUE FULFILLING LIVES BY PROVIDING INFORMATION, NETWORKING OPPORTUNITIES, AND ADVOCACY FOR PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES, EDUCATORS, HEALTH CARE PROFESSIONALS, AND THE COMMUNITY-AT-LARGE. 0 0 1105846 11500 50109 THE MDSC ADVANCES THE UNDERSTANDING OF DOWN SYNDROME THROUGH IMPLEMENTING PUBLIC AWARENESS INITIATIVES THAT LEAD TO SYSTEMIC CHANGES THAT ENHANCE THE ABILITY FOR ALL INDIVIDUALS WITH DOWN SYNDROME TO HAVE MEANINGFUL FULFILLING LIVES IN THE COMMUNITY. OUR MAJOR PUBLIC AWARENESS AND EDUCATION PROGRAMS INCLUDE THE BUDDY WALK PROGRAM, YOUR NEXT STAR EMPLOYMENT CAMPAIGN, THE ANNUAL CONFERENCE, EDUCATORS FORUM, ADULT CONFERENCE, AND MEDICAL PROVIDER EDUCATION. IN FY23 OVER 5,500 PEOPLE PARTICIPATED IN AND BENEFITED FROM THESE PROGRAMS. 685108 5101 THE MDSC PROVIDES NETWORKING, SOCIAL/FRIENDSHIP OPPORTUNITIES, AND DIRECT SUPPORTS FOR ALL PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES ACROSS MASSACHUSETTS. THROUGH OUR NATIONALLY RECOGNIZED PARENTS FIRST CALL PROGRAM, ADVOCATES IN MOTION TEEN AND YOUNG ADULT PROGRAM, ALLEN CROCKER SELF-ADVOCATE INTERN PROGRAM, DADS APPRECIATING DOWN SYNDROME, DOWN SYNDROME AUTISM CONNECTION, SERVICES FOR FAMILIES WHO HAVE CHILDREN WITH SPECIAL HEALTH CARE NEEDS, DIVERSITY OUTREACH PROGRAM, SUPPORT GROUP LEADER RETREAT, AND A VARIETY OF OTHER SOCIAL RECREATION PROGRAMS THE MDSC PROVIDED DIRECT SUPPORT TO OVER 6,000 INDIVIDUALS IN FY23. 1790954 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X THE ORGANIZATION 7812210024 20 BURLINGTON MALL ROAD SUITE 261 BURLINGTON MA 01803 ELEANOR AXELROD DIRECTOR 2.00 X 0 0 0 RICHARD DOWNEY CHAIR OF THE BOARD 2.00 X X 0 0 0 TAIESE HICKMAN DIRECTOR 2.00 X 0 0 0 JUDSON DECEW PERSONNEL COMMITTEE CHAIR 2.00 X X 0 0 0 CLARE GILLAN HUANG DIRECTOR 2.00 X 0 0 0 JAMES MOLLA CHAIR OF AUDIT AND FINANCE 2.00 X X 0 0 0 MARGARET PULSIFER GOVERNANCE COMMITTEE CHAIR 2.00 X X 0 0 0 ROXANNE HOKE-CHANDLER DIRECTOR 2.00 X 0 0 0 JEFFREY PALMER DIRECTOR 2.00 X 0 0 0 STACY LINDBORG CHAIR OF DEVELOPMENT COMMI 2.00 X X 0 0 0 BETSY PELZ DIRECTOR 2.00 X 0 0 0 RICHARD FLEMING DIRECTOR 2.00 X 0 0 0 FRANCISCO ZAMUDIO DIRECTOR 2.00 X 0 0 0 SUSAN CANN DIRECTOR 2.00 X 0 0 0 DAVID GRANFORS DIRECTOR 2.00 X 0 0 0 JONATHAN TABASKY DIRECTOR 2.00 X 0 0 0 ANGELIQUE UHLMANN DIRECTOR 2.00 X 0 0 0 ROBERT MILLS DIRECTOR 2.00 X 0 0 0 STEPHANIE SANTORO DIRECTOR 2.00 X 0 0 0 MAUREEN GALLAGHER EXECUTIVE DIRECTOR 40.00 X 150418 0 11084 JOSHUA KOMYEROV COMMUNICATIONS & OP DIRECT 40.00 X 115580 0 4565 265998 0 15649 2 0 1 0 0 1380 860459 536005 603429 2001273 EDUCATION AND AWARENES 561000 49268 49268 TEEN/YOUNG ADULT 561000 5101 5101 54369 78699 78699 6220 860459 26262 -20042 -20042 4023 3182 841 841 2115140 55210 0 58657 11500 11500 156659 119677 23491 13491 822308 734036 51856 36416 226164 151115 38651 36398 77628 67480 6080 4068 58730 58730 57442 57442 7610 7610 109446 82082 13113 14251 3032 2822 210 33161 28918 2552 1691 65512 57130 5042 3340 27336 23838 2104 1394 48589 48589 8604 7503 662 439 10047 6678 2979 390 PROGRAM EVENT EXPENSES 167343 167343 DIVERSITY INITIATIVES 72997 72997 CREDIT CARD FEES 53265 3712 49553 PARENTS' FIRST CALL 49283 49283 141842 101631 16605 23606 2208498 1790954 232297 185247 908673 631135 689127 640935 97412 73702 45958 165178 54118 90718 89852 66174 32282 23678 2894843 3071447 0 493618 4722413 5190411 84754 104774 135025 67861 149900 149900 0 501176 369679 823711 X 1331739 1333759 3020995 3032941 4352734 4366700 4722413 5190411 -93358 107324 0 X 0 1 X 1 0 X 2154263 1528615 1667639 4127628 2007493 11485638 128545 128258 62360 76626 58392 454181 2282808 1656873 1729999 4204254 2065885 11939819 18657 21656 22292 23941 22684 109230 628416 133423 456344 2614414 216325 4048922 647073 155079 478636 2638355 239009 4158152 7781667 5761 7564 4169 7480 78699 103673 5761 7564 4169 7480 78699 103673 2288569 1664437 1734168 4211734 2144584 12043492 0.64610 0.63810 0.00860 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 0 0 1 57442 57442 0 PART II-B, LINE 1: PAYMENTS TO A LOBBYING FIRM FOR LEGISLATIVE LOBBYING ON BEHALF OF THE ORGANIZATION ON PROPOSED LEGISLATION THAT IS APPROVED BY THE MDSC BOARD OF DIRECTORS AS BEING CONSISTENT WITH THEIR MISSION. IN ADDITION, THE FIRM PROVIDED CONSULTING ON A STRATEGY FOR LOBBYING AND HOW TO PASS LEGISLATION. 2429836 137614 30559 2536891 2500000 -44883 25281 2429836 1.00000 0 0 89852 66174 23678 23678 RIGHT OF USE ASSETS 493618 493618 LEASE LIABILITIES 501176 501176 2280673 107324 36375 29444 173143 2107530 7610 7610 2115140 2266707 36375 29444 65819 2200888 7610 7610 2208498 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED IN 2022 FOR THE YOUR NEXT STAR PROGRAM. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS AND CASH AWAITING INVESTMENT. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION CLASSIFIES AS DONOR RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS NON-EXPENDABLE NET ASSETS IS CLASSIFIED AS EXPENDABLE NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE ORGANIZATION MAY CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE FUND; THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ORGANIZATION; AND THE INVESTMENT POLICIES OF THE ORGANIZATION. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN SUCH A MANNER THAT THE INVESTMENTS WILL PROVIDE A SPENDABLE RETURN CONSISTENT WITH A LONG-TERM GOAL OF PRESERVING THE FUNDS IN REAL TERMS. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF THE ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. WHEN THE FUND DOES NOT HAVE THREE YEARS OF HISTORY, THE APPROPRIATION CALCULATION IS BASED ON THE ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE AVAILABLE YEARS. IN 2023, THERE WAS NO APPROPRIATION APPROVED BY THE BOARD. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR IMPOSED RESTRICTIONS REQUIRE THE ORGANIZATION TO RETAIN AS A FUND OF PERPETUAL DURATION. THE ORGANIZATION MAY APPROPRIATE FOR EXPENDITURE FROM THESE UNDERWATER ENDOWMENT FUNDS IN ACCORDANCE WITH THE PRUDENT MEASURES PRESCRIBED BY STATE LAW. THERE WERE NO SUCH UNDERWATER FUNDS AS OF JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,182. FUNDRAISING EXPENSES 26,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,182. FUNDRAISING EXPENSES 26,262. BUDDYWALK 572517 572517 3498 BOSTON MARATHON 83557 83557 662 3 210605 204385 6220 22102 866679 860459 6220 26262 26262 -20042 0 NATIONAL DOWN SYNDROME SOCIETY 1155 15TH STREET NW SUITE 540 WASHINGTON DC 20005 132992567 501 (C)(3) 11500 0 TO HELP SUPPORT THE NATIONAL ORGANIZATION FOR DOWN SYNDROME. ALSO THE MASSACHUSETTS DOWN SYNDROME CONGRESS, INC. (MDSC) SPONSORS BUDDY WALKS WITH THE PERMISSION OF THE NATIONAL DOWN SYNDROME SOCIETY (NDSS). THE BUDDY WALK NAME AND PROGRAM ARE TRADEMARK PROPERTIES OF THE NDSS. THE MDSC SENDS A PORTION OF THE CONTRIBUTIONS FROM ITS ANNUAL LOCAL BUDDY WALKS TO THE NDSS. PART I, LINE 2: THE MASSACHUSETTS DOWN SYNDROME CONGRESS INC. SPONSORS BUDDY WALKS WITH THE PERMISSION OF THE NATIONAL DOWN SYNDROME SOCIETY (NDSS). THE BUDDY WALK NAME AND PROGRAM ARE TRADEMARK PROPERTIES OF THE NDSS. THE MDSC SENDS A PORTION OF THE CONTRIBUTIONS FROM ITS ANNUAL LOCAL BUDDY WALKS TO THE NDSS AS PART OF ITS LICENSING AGREEMENT. X X X X 0 0 0 0 0 0 0 0 0 MAUREEN GALLAGHER EXECUTIVE DIRECTOR 139331 0 11087 0 0 0 5670 0 5414 0 161502 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NON-PROFIT CORPORATION WITH MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S AUDIT & FINANCE COMMITTEE AND SUBSEQUENTLY IS PRESENTED TO THE BOARD OF DIRECTORS AT THEIR MONTHLY MEETING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE, DIRECTOR, OFFICER AND COMMITTEE MEMBER RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY. THIS POLICY IS ESTABLISHED TO PROTECT THE INTERESTS OF THE ORGANIZATION AND ENSURE THAT EACH OF ITS DIRECTORS, COMMITTEE MEMBERS, OFFICERS AND EMPLOYEES ARE AWARE OF THEIR FIDUCIARY DUTY TO THE MDSC, AND THAT THEY SHALL NOT USE THEIR POSITIONS FOR PERSONAL BENEFITS. THE POLICY IS MEANT TO SUPPLEMENT STATE AND FEDERAL LAWS GOVERNING NON-PROFIT ORGANIZATIONS. EACH EMPLOYEE, DIRECTOR, OFFICER AND COMMITTEE MEMBER MUST SIGN A STATEMENT THAT HE/SHE AGREES TO COMPLY WITH THE POLICY. IF THE BOARD OR DULY CONSTITUTED COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE PERSON OF SUCH ALLEGED FAILURE TO DISCLOSE AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD CONDUCTS PERIODIC REVIEWS TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A PERSONNEL COMMITTEE RESEARCHES COMPARABILITY DATA TO REVIEW AND RECOMMENDS COMPENSATION FOR THE EXECUTIVE DIRECTOR. CONTEMPORANEOUS MINUTES ARE KEPT AT THE COMMITTEE MEETING REGARDING THE DELIBERATION AND DECISION. THIS PROCESS WAS LAST UNDERTAKEN SEPTEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.