2024-10-09T14:21:23-05:00 2023-11-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2022-12-01 042740838 COMMUNITY ACTION AGENCY OF SOMERVILLE COMM 6176237370 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 ANDRE GREEN PRESIDENT 6176237370 2024-10-08 1 1 AMANDA ADAMS P00748038 7813562000 2024-10-08 2022 2024-10-15 13:58:12Z CAAS ANDRE GREEN 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 9707681 0 X HTTPS://WWW.CAASOMERVILLE.ORG/ X 1981 MA THE MISSION OF COMMUNITY ACTION AGENCY OF SOMERVILLE (CAAS) IS TO HELP LOCAL FAMILIES AND INDIVIDUALS ACHIEVE FINANCIAL SECURITY WHILE WORKING TO ELIMINATE THE ROOT CAUSES OF ECONOMIC INJUSTICE. 11 11 115 20 0 0 9067654 9696126 0 0 0 8107 9638 3448 9077292 9707681 0 1213464 0 0 6116414 6569271 0 0 244721 2538120 1557415 8654534 9340150 422758 367531 3462447 6037257 1626122 3833401 1836325 2203856 THE MISSION OF COMMUNITY ACTION AGENCY OF SOMERVILLE (CAAS) IS TO HELP LOCAL FAMILIES AND INDIVIDUALS ACHIEVE FINANCIAL SECURITY WHILE WORKING TO ELIMINATE THE ROOT CAUSES OF ECONOMIC INJUSTICE. 0 0 5771603 345 HEAD START IS A COMPREHENSIVE DEVELOPMENTAL PRESCHOOL PROGRAM THAT PROVIDES WRAP-AROUND SERVICES TO APPROXIMATELY 221 LOW-INCOME CHILDREN AND THEIR FAMILIES, INCLUDING EXTENSIVE SUPPORTS IN THE ECONOMIC, SOCIAL, HEALTH, NUTRITIONAL AND PSYCHOLOGICAL DOMAINS. HEAD START SERVES LOW-INCOME RESIDENTS OF SOMERVILLE AND CAMBRIDGE. 2452907 1213119 THE HOUSING ADVOCACY PROGRAM (HAP) PROVIDES EVICTION PREVENTION SERVICES TO APPROXIMATELY 450 LOW-INCOME INDIVIDUALS AT RISK OF HOMELESSNESS EACH YEAR. HAP SERVES LOW-INCOME RESIDENTS OF SOMERVILLE ONLY. COMMUNITY ORGANIZING AND ADVOCACY TAKES A SYSTEMATIC APPROACH TO REDUCING POVERTY BY ENGAGING LOW-INCOME RESIDENTS OF SOMERVILLE IN COLLECTIVELY PUSHING FOR SOCIAL CHANGE. FINALLY, WE ALSO PROVIDE A ROBUST REFERRAL NETWORK TO HELP TO DIRECT OUR LOW-INCOME NEIGHBORS TO OTHER SERVICE PROVIDERS AND RESOURCES. 8224510 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 1 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X LISA LEWIS 6176237370 66-70 UNION SQUARE 104 SOMERVILLE MA 02143 AMIRA AL-SUBAEY DIRECTOR 2.00 X 0 0 0 ANDRE GREEN PRESIDENT 5.00 X X 0 0 0 APRILL BRANDON DIRECTOR 2.00 X 0 0 0 CLARYCE EVANS DIRECTOR 2.00 X 0 0 0 DENISE LAUERS DIRECTOR 2.00 X 0 0 0 JANINE LOTTI 2ND VICE PRESIDENT 2.00 X X 0 0 0 JILL KASPER DIRECTOR 2.00 X 0 0 0 JORDAN HARRIS PRESIDENT/TREASURER 5.00 X X 0 0 0 KATE BYRNE CLERK 5.00 X X 0 0 0 LISA FIORE DIRECTOR 2.00 X 0 0 0 MARY NAPOLITANO CLERK 2.00 X X 0 0 0 MATT HARTMAN VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL EPSTEIN DIRECTOR 2.00 X 0 0 0 OLIVIA HOWLEY DIRECTOR 2.00 X 0 0 0 PAULA VANCINI TREASURER 2.00 X X 0 0 0 SARAH PHILIPS DIRECTOR 2.00 X 0 0 0 TAINA MCFIELD 1ST VICE PRESIDENT 2.00 X X 0 0 0 TINA CABRAL DIRECTOR 2.00 X 0 0 0 WINKI CHAN DIRECTOR 2.00 X 0 0 0 DAVID GIBBS EXECUTIVE DIRECTOR 35.00 X 124215 0 39674 LISA LEWIS DIRECTOR OF FINANCE 35.00 X 147241 0 645 JESSIE LEONARD HEAD START DIRECTOR 35.00 X 113171 0 36766 JOHN HSIEH DEPUTY EXECUTIVE DIRECTOR 35.00 X 114656 0 7538 499283 0 84623 4 0 1 0 0 9430213 265913 500 9696126 8107 8107 3448 3448 3448 9707681 0 0 11555 1213464 1213464 320724 285986 28893 5845 4323097 3758155 402777 162165 130618 120524 7050 3044 1462329 1349366 78927 34036 332503 306818 17946 7739 33597 8820 24777 13750 6021 7729 283286 180535 102751 64261 39181 25018 62 140825 83883 43912 13030 68381 39616 23589 5176 364902 299185 53767 11950 56890 48301 8580 9 126001 115503 9928 570 24562 20995 3567 74095 74095 35218 9286 25149 783 STUDENT MEALS 205831 205831 PROGRAM SUPPLIES 55918 55918 9898 3027 6559 312 9340150 8224510 870919 244721 4956 517075 950951 1042744 530097 1180376 199720 45826 3144973 1341602 1760459 1803371 16264 1447865 3462447 6037257 313332 691229 143338 737446 989121 944205 180331 1460521 1626122 3833401 X 1717189 2203856 119136 0 1836325 2203856 3462447 6037257 367531 0 X 0 1 X 1 1 1 X 5485144 6828421 6597334 9067654 9696126 37674679 5485144 6828421 6597334 9067654 9696126 37674679 37674679 90 295 8107 8492 4431 12415 3448 20294 37703465 14400 0.99920 0.57790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 4,431. 2019 AMOUNT: $ 12,415. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 3,448. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 409749 409749 2553231 1170634 1382597 181993 170968 11025 1803371 SECURITY DEPOSITS 16264 RIGHT-OF-USE LEASE ASSET 1431601 1447865 OPERATING LEASE LIABILITIES 1460521 1460521 X 10066370 358689 358689 9707681 0 9707681 9698839 358689 358689 9340150 0 9340150 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AT NOVEMBER 30, 2023 AND 2022, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. 1 OTHER CLIENT ASSISTANCE 32 74305 RENTAL AND UTILITY ASSISTANCE 87 1139159 PART I, LINE 2: CLIENT ASSISTANCE IS AWARDED BASED ON APPLICANTS MEETING THE ELIGIBILITY REQUIREMENTS OF THE GRANT. OFTEN, PAYMENTS ARE MADE DIRECTLY TO THE UTILITY COMPANY OR PROPERTY MANAGEMENT COMPANY ON THE INDIVIDUAL'S BEHALF SO NO MONITORING OF THE USE OF THE FUNDS IS CONSIDERED NECESSARY. X X X 0 0 0 0 0 0 0 1 0 DAVID GIBBS EXECUTIVE DIRECTOR 124215 0 0 0 0 0 10139 0 29535 0 163889 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES WERE AWARDED DURING THE YEAR BASED ON AVAILABLE FUNDING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR INITIAL REVIEW. THE DRAFT IS THEN PROVIDED TO THE FULL GOVERNING BOARD A WEEK BEFORE THE BOARD MEETING FOR THEIR REVIEW. THE AUDITORS ARE ASKED TO ATTEND A BOARD MEETING AT WHICH POINT IF THERE ARE ANY ADDITIONAL QUESTIONS OR CONCERNS THE BOARD WILL ASK THEM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY. EACH BOARD MEMBER SIGNS AN AFFIRMATION THAT THEY HAVE RECEIVED THE POLICY. THIS FORM ALSO REQUESTS DISCLOSURE OF ANY RELEVANT ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15A CAAS' BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE APPRAISAL AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE BOARD MAKES USE OF COMPARABILITY DATA OBTAINED FROM PUBLIC SOURCES (FOR EXAMPLE, THIRD SECTOR NEW ENGLAND), AND RECORDS THE RESULTS OF ITS DISCUSSION IN OUR BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE ON FILE WITH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES. FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.