2024-04-25T13:52:52-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-07-01 463928436 MONTELLO WELCOME HOME INC C/O FATHER BILL'S & MAINSPRING MONT 5084276448 430 BELMONT STREET BROCKTON MA 02301 JILLIAN RUPPLE CHIEF FINANCIAL OFFICER 5084276448 2024-04-25 1 JILLIAN RUPPLE 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN YAZWINKSI 430 BELMONT STREET BROCKTON MA 02301 351068 0 X WWW.HELPFBMS.ORG X 2013 MA MONTELLO WELCOME HOME, INC. WAS FORMED FOR THE PURPOSE OF DEVELOPING HOUSING FOR THE HOMELESS. 20 20 0 0 0 0 241779 306259 51531 39746 16 63 10199 5000 303525 351068 0 0 0 0 0 0 0 0 0 621540 600879 621540 600879 -318015 -249811 3852455 3799316 4254075 4450747 -401620 -651431 MONTELLO WELCOME HOME, INC., A MASSACHUSETTS NONPROFIT AGENCY, WAS FORMED IN OCTOBER 2013, TO DEVELOP A 20 SINGLE ROOM OCCUPANCY BUILDING IN BROCKTON, MA FOR CHRONICALLY HOMELESS INDIVIDUALS (JACK'S PLACE) AND A TWO FAMILY HOUSE FOR HOMELESS FAMILIES (PATTI'S HOUSE). 0 0 598279 44746 THE SUPPORTIVE HOUSING PROGRAM PROVIDES AFFORDABLE HOUSING TO FORMERLY HOMELESS VETERANS AND CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES. 598279 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X JILLIAN RUPPLE 5084276448 430 BELMONT STREET BROCKTON MA 02301 DR MICHAEL KRYZANEK CHAIR 1.00 4.00 X X 0 0 0 MARY CATHERINE FINN VICE CHAIR 1.00 4.00 X X 0 0 0 JAMES OSLIN TREASURER 1.00 4.00 X X 0 0 0 JOYCE HOGAN SECRETARY 1.00 4.00 X X 0 0 0 WILLIAM ADAMS DIRECTOR 1.00 4.00 X 0 0 0 DAVID K ARNOLD II DIRECTOR 1.00 4.00 X 0 0 0 COREY ANNE BEACH DIRECTOR 1.00 4.00 X 0 0 0 AL BECKER DIRECTOR 1.00 4.00 X 0 0 0 RONALD CHAPMAN DIRECTOR 1.00 4.00 X 0 0 0 JACLYN COLLIER DIRECTOR 1.00 4.00 X 0 0 0 ROBERT DIGIOVANNI DIRECTOR 1.00 4.00 X 0 0 0 KATRINA HARTWELL DIRECTOR 1.00 4.00 X 0 0 0 KERVINS JEAN DIRECTOR 1.00 4.00 X 0 0 0 ELIZABETH KIM DIRECTOR 1.00 4.00 X 0 0 0 JOYCE LIVRAMENTO-YOUNG DIRECTOR 1.00 4.00 X 0 0 0 FRANCIS LYNCH III DIRECTOR 1.00 4.00 X 0 0 0 ROBERT PINEAU DIRECTOR 1.00 4.00 X 0 0 0 JENNIFER WHITE DIRECTOR 1.00 4.00 X 0 0 0 JANE WING DIRECTOR 1.00 4.00 X 0 0 0 REV ADOLPH H WISMAR JR DIRECTOR 1.00 4.00 X 0 0 0 JOHN YAZWINSKI PRESIDENT & CEO 1.00 43.00 X 0 234502 42027 JILLIAN RUPPLE CHIEF FINANCIAL OFFICER 1.00 43.00 X 0 146169 36783 APRIL CONNOLLY CHIEF OPERATIONS OFFICER 1.00 43.00 X 0 170273 38852 CATHERINE REILLY CHIEF DEVELOPMENT OFFICER 1.00 43.00 X 0 145729 6951 JONATHAN LANHAM SENIOR PROGRAMS DIRECTOR 1.00 43.00 X 0 125087 6469 ELIZABETH ROGERS PROGRAM DEVELOPMENT DIRECT 1.00 43.00 X 0 115435 7488 FAITH BAIGELMAN SR. DIRECTOR OF FINANCE 1.00 43.00 X 0 111190 13611 0 1048385 152181 0 0 1 0 0 306259 306259 RENTAL INCOME 624200 39746 39746 39746 63 63 INSURANCE PROCEEDS 900099 5000 5000 5000 351068 44746 0 63 X 36416 36416 5600 3000 2600 227373 227373 41693 41693 5010 5010 173822 173822 327 327 108868 108868 PROGRAM SUPPLIES 1770 1770 600879 598279 2600 0 72855 110145 14657 14304 25754 7595 4351562 687812 3739189 3663750 3522 3852455 3799316 26672 26835 3582040 3559853 645363 864059 4254075 4450747 X -401620 -651431 -401620 -651431 3852455 3799316 -249811 0 X 0 1 X 1 1 1 X 239386 228090 275836 241779 306259 1291350 239386 228090 275836 241779 306259 1291350 1291350 12 17 22 16 63 130 10199 5000 15199 1306679 199589 0.98830 0.99200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2021 AMOUNT: $ 10,199. 2022 AMOUNT: $ 5,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105000 105000 4210330 682822 3527508 36232 4990 31242 3663750 DUE TO FATHER BILL'S & MAINSPRING, INC. (AFFILIATE) 860537 RIGHT OF USE LIABILITY 3522 864059 X 41465893 390 41114435 41114825 351068 0 351068 39253883 390 38652614 38653004 600879 0 600879 PART X, LINE 2: WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2019 REMAIN OPEN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REVENUE REMOVED FROM CONSOLIDATED TOTALS 41,114,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES REMOVED FROM CONSOLIDATED TOTALS 38,652,614. 0 0 0 0 0 0 0 0 0 JOHN YAZWINSKI PRESIDENT & CEO 0 234409 0 0 0 93 0 11250 0 30777 0 276529 0 0 APRIL CONNOLLY CHIEF OPERATIONS OFFICER 0 170211 0 0 0 62 0 7975 0 30877 0 209125 0 0 JILLIAN RUPPLE CHIEF FINANCIAL OFFICER 0 146115 0 0 0 54 0 7202 0 29581 0 182952 0 0 CATHERINE REILLY CHIEF DEVELOPMENT OFFICER 0 145729 0 0 0 0 0 6157 0 794 0 152680 0 0 PART I, LINE 3 FATHER BILL'S & MAINSPRING, INC., THE RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD FORM 990, PART VI, SECTION A, LINE 3 FATHER BILL'S & MAINSPRING, INC. PROVIDES THE ORGANIZATION WITH MANAGEMENT SERVICES UNDER A MANAGEMENT AGREEMENT. FOR THE YEAR ENDED JUNE 30, 2023 PAYMENTS TO FATHER BILLS AMOUNTED TO $36,416. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND FORM PC ARE PROVIDED TO THE FINANCE COMMITTEE MEMBERS FOR REVIEW IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL MAILING TO BOARD MEMBERS OF POLICY AND DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 INFORMATION PROVIDED BY OUTSIDE CONSULTANT TO TREASURER FOR REVIEW OF CEO, EXECUTIVE DIRECTOR AND ANY KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 227,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,373. FATHER BILL'S & MAINSPRING INC 430 BELMONT STREET BROCKTON MA 02301 222538039 PROVIDE EMERGENCY & PERMANENT HOUSING MA 501(C)(3) LINE 7 N/A 0 WORK EXPRESS HOUSING INC 430 BELMONT STREET BROCKTON MA 02301 510459770 HOUSING FOR CHRONICALLY HOMELESS MA 501(C)(3) LINE 7 FATHER BILL'S & MAINSPRING INC 0 FORT HILL HOUSING INC 430 BELMONT STREET BROCKTON MA 02301 272392631 HOUSING FOR VETERANS MA 501(C)(3) LINE 7 FATHER BILL'S & MAINSPRING INC 0 MONTELLO WELCOME HOME AGAIN INC 430 BELMONT STREET BROCKTON MA 02301 815024343 HOUSING FOR CHRONICALLY HOMELESS MA 501(C)(3) LINE 10 FATHER BILL'S & MAINSPRING INC 0 ROADWAY APARTMENTS LLC 430 BELMONT STREET BROCKTON MA 02301 862317809 HOUSING FOR CHRONICALLY HOMELESS MA N/A 0 1 BROAD STREET HOUSING LLC 430 BELMONT STREET BROCKTON MA 02301 880658320 HOUSING FOR CHRONICALLY HOMELESS MA N/A 0 1 BROAD STREET HOUSING MM LLC 430 BELMONT STREET BROCKTON MA 02301 880685018 HOUSING FOR CHRONICALLY HOMELESS MA N/A 0 1 ROADWAY APARTMENTS MM LLC 430 BELMONT STREET BROCKTON MA 02301 872310108 HOUSING FOR CHRONICALLY HOMELESS MA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0