2024-11-12T15:55:21-06:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 042479435 TURNING POINT INC AND AFFILIATES TURN 9784628251 5 PERRY WAY NEWBURYPORT MA 01950 ALAN KLEIN PRESIDENT AND CEO 9784628251 2024-11-08 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2024-11-08 2023 2024-10-15 13:58:12Z ALAN KLEIN 5 PERRY WAY NEWBURYPORT MA 01950 30476781 0 X WWW.TURNINGPOINTINC.ORG X 1971 MA TURNING POINT, INC. IS A HUMAN SERVICES ORGANIZATION PROVIDING RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE NORTH SHORE AND MERRIMACK VALLEY AREAS. OUR MISSION STATEMENT IS AS FOLLOWS: TURNING POINT IS A NON-PROFIT ORGANIZATION THAT IS COMMITTED TO PROVIDING EXCEPTIONAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. TURNING POINT, INC., WITH ITS TEAM OF DEDICATED EMPLOYEES, STRIVES TO TEACH, EMPOWER AND ENCOURAGE THE INDIVIDUALS TO BE SELF-CONFIDENT. 11 11 402 11 0 0 26923171 26745306 1089619 1173676 377734 251856 500000 0 28890524 28170838 0 0 0 0 20687420 23768682 0 0 0 7610855 7589230 28298275 31357912 592249 -3187074 23468648 20936160 7918656 8223661 15549992 12712499 X TO EMPOWER INDIVIDUALS TO STRIVE FOR INDEPENDENCE, SELF-SUFFICIENCY, COMMUNITY INTEGRATION WHILE PROVIDING THEM WITH AN OPPORTUNITY TO MOVE TOWARD A MORE INDEPENDENT LIVING SITUATION, THROUGH SHARED LIVING. TURNING POINT DEVELOPS RESIDENTIAL PROGRAMS THAT SUPPORT THE NEEDS OF DEVELOPMENTALLY AND INTELLECTUALLY DISABLED INDIVIDUALS BY PROMOTING INDEPENDENCE THROUGH COMMUNITY INCLUSION AND SUPPORT FOR DAILY LIFE ACTIVITIES. TURNING POINT BEGAN IN 1971, WITH AN ANNUAL OPERATING BUDGET OF $50K AND TODAY, IT IS AT JUST OVER $20M ANNUALLY. WE HAVE OVER 30 LOCATIONS THAT SERVE OVER 150 INDIVIDUALS. OUR LOCAL JUDGES ARE PROUD TO PRAISE US AROUND THE WORK WE DO WITH OUR BEHAVIORALLY CHALLENGED INDIVIDUALS. 0 0 11194032 461447 MERRIMACK VALLEY RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 57 INDIVIDUALS IN 13 RESIDENTIAL PROGRAMS IN THE MERRIMACK VALLEY, INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE. 15111965 682855 NORTH SHORE RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 77 INDIVIDUALS IN 17 RESIDENTAL PROGRAMS INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE. WE ALSO HAVE ADJUSTED OUR MODELS TO WORK EVEN MORE EFFECTIVELY WITH THOSE INDIVIDUALS, WHO ARE BEING REFERRED TO US, THE "TURNING 22" INDIVIDUALS WHO HAVE MANY BEHAVIORAL CHALLENGES. 355066 2928 THE INDIVIDUAL SUPPORT SERVICES (ISS) COMPONENT SUPPORTS 50 HIGH FUNCTIONING INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS AT ANY GIVEN TIME. THESE INDIVIDUALS RESIDE IN COMMUNITIES WITHIN THE MERRIMACK VALLEY AND NORTH SHORE AREAS. ISS STRIVES TO MEET EACH INDIVIDUAL'S OWN UNIQUE NEEDS AND CAPABILITIES. THE ISS PROGRAM SUPPORTS THESE INDIVIDUALS LIVING ON THEIR OWN AND IN APARTMENTS. INDIVIDUALS ARE PROVIDED WITH PART-TIME ASSISTANCE WITH TRANSPORTATION FOR SHOPPING, BANKING, MEDICAL APPOINTMENTS, TRIPS WITHIN THE COMMUNITY, AND OTHER APPOINTMENTS FOR SOCIALIZATION. 1337010 26446 1337010 26446 27998073 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 1 15 0 1 402 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 1 0 MA X ALAN KLEIN 9784628251 5 PERRY WAY NEWBURYPORT MA 01950 C STEPHEN DEOROCKI CHAIRPERSON 1.00 X X 0 0 0 MARK D BAILEY VICE CHAIR 1.00 7.00 X X 0 0 0 JULIE ZALESKI TREASURER 1.00 X X 0 0 0 SCOTT EATON CLERK 1.00 7.00 X X 0 0 0 GARY DAVIS DIRECTOR 1.00 X 0 0 0 HILLARY PERRON DIRECTOR 1.00 7.00 X 0 0 0 PENNY OUTLAW DIRECTOR 1.00 X 0 0 0 NATE ALLARD DIRECTOR 1.00 X 0 0 0 GREG DELUCA DIRECTOR 1.00 X 0 0 0 KATHLEEN CONROY DIRECTOR (UNTIL 3/2024) 1.00 X 0 0 0 JUSTIN GONSALVES DIRECTOR 1.00 X 0 0 0 CATHERINE STEVENS DIRECTOR 1.00 X 0 0 0 ALAN KLEIN PRESIDENT AND CEO 40.00 7.00 X 229538 0 6567 KATHLEEN GALLAGHER CFO (UNTIL 3/2024) 40.00 X 192091 0 6237 LINDA BLEAU COO 40.00 X 177126 0 13401 SHERRY ROGNESS DIRECTOR OF HUMAN RESOURCES 40.00 X 139222 0 5755 SHERRY RICHARDSON CFO (AS OF 4/2024) 40.00 X 0 0 0 LAWRENCE LEGAULT DIR. OF FACILITIES/MAINTENANCE 40.00 X 124486 0 5629 JOSEPH KINYANJUI ASSISTANT PROGRAM MANAGER 40.00 X 122593 0 0 KWABENA NIMO DIRECT SUPPORT 38.00 X 118033 0 0 PATRICK EMILIEN ASSISTANT PROGRAM MANAGER 40.00 X 114914 0 0 TRACY WOOD SENIOR HR GENERALIST 40.00 X 111077 0 890 1329080 0 38479 17 0 1 0 MCGINN CONSTRUCTION 12 WINTER STREET MERRIMAC MA 01860 GENERAL CONTRACTING SERVICES 444832 1 26702499 42807 26745306 CLIENT RESOURCES 900099 1173676 1173676 1173676 200017 200017 2357782 2305943 51839 51839 51839 28170838 1173676 0 251856 X 821983 821983 18419182 17804266 614916 2881889 2376206 505683 1645628 1560413 85215 116241 116241 110521 110521 12869 12869 3612736 3201387 411349 103870 103870 1179726 852728 326998 834310 783758 50552 153299 153299 405811 355938 49873 28259 28259 FOOD 524853 512513 12340 PROGRAM SUPPLIES 327721 302745 24976 STAFF TRAVEL AND TRAINI 93852 42628 51224 MISCELLANEOUS 69608 52192 17416 15554 15554 31357912 27998073 3359839 0 6669611 811900 1011240 1148330 3436187 3285192 320520 315503 14017466 5764310 8035963 8253156 2649466 6014420 1345661 1107659 23468648 20936160 1682774 2023865 5617765 5465526 618117 734270 7918656 8223661 X 15549992 12712499 15549992 12712499 23468648 20936160 -3187074 349581 0 X X 0 1 X 1 1 1 X 20329709 22140767 25022283 26923171 26745306 121161236 20329709 22140767 25022283 26923171 26745306 121161236 121161236 47544 20456 61194 288779 200017 617990 500000 500000 122279226 5883821 0.99090 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3407141 3407141 8704334 4111845 4592489 645981 400706 245275 115507 111792 3715 1144503 1139967 4536 8253156 DUE FROM AFFILIATES 209823 RESTRICTED CASH 255419 RIGHT-OF-USE ASSETS - OPERATING 481539 RIGHT-OF-USE ASSETS - FINANCE 160878 1107659 DUE TO AFFILIATES 87125 OPERATING LEASE LIABILITIES 481530 FINANCE LEASE LIABILITIES 165615 734270 X PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2024. X 0 0 0 0 0 0 0 0 0 ALAN KLEIN PRESIDENT AND CEO 229538 0 0 0 0 0 0 0 6567 0 236105 0 0 0 KATHLEEN GALLAGHER CFO (UNTIL 3/2024) 192091 0 0 0 0 0 0 0 6237 0 198328 0 0 0 LINDA BLEAU COO 177126 0 0 0 0 0 0 0 13401 0 190527 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE FORM 990 AND COMPARES IT TO THE FINANCIAL STATEMENTS. THE CFO MEETS WITH THE BOARD OF DIRECTORS AND THE CEO, WHO APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT REVIEWS THE POLICIES PERIODICALLY THROUGHOUT THE YEAR AND REPORTS THEIR FINDINGS TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGED A PROFESSIONAL SURVEY GROUP TO PERFORM COMPENSATION DATA ANALYSIS, USING SALARY INFORMATION FOR COMPARABLE ORGANIZATIONS AND SKILL SETS. COMPENSATION FOR ALL EMPLOYEES WAS BASED ON THE RESULTS OF THIS SURVEY AND WAS APPROVED BY THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PRO FEES: PROGRAM SERVICE EXPENSES 29,164. MANAGEMENT AND GENERAL EXPENSES 387,578. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,742. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 3,172,223. MANAGEMENT AND GENERAL EXPENSES 23,771. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,195,994. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. BUENA VISTA INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 300142664 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 LOCUST THIRTEEN INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 311695981 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 MARK EIGHT INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 311695823 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 MILLER ROAD INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 300100617 SUPPORTIVE HOUSING MA 501(C)(3) PF TURNING POINT INC 1 ROWELL SIX INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 043373843 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 TWENTY THREE MIDDLE INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 300233972 SUPPORTIVE HOUSING MA 501(C)(3) PF TURNING POINT INC 1 WEST WINKLEY INC PO BOX 548 5 PERRY WAY NEWBURYPORT MA 01950 311758251 SUPPORTIVE HOUSING MA 501(C)(3) LINE 10 TURNING POINT INC 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 MARK EIGHT INC D 55623 FMV