2024-05-02T11:18:37-05:00 2023-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2022-07-01 237304163 SOUTHWEST BOSTON SENIOR SERVICES INC D/B/A ETHOS SOUT 6175226700 555 AMORY STREET JAMAICA PLAIN MA 02130 VALERIE K FRIAS CEO 6175226700 2024-04-18 VALERIE FRIAS 999009999 1 ANDREW BACIGALUPO P01797572 6172629898 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICK FAVORITO 81 BILLINGS STREET WEST ROXBURY MA 02132 55262972 0 X WWW.ETHOCARE.ORG X 1972 MA ETHOS IS A PRIVATE, NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING INDEPENDENCE, DIGNITY, AND WELL-BEING AMONG THE ELDERLY AND DISABLED THROUGH QUALITY, AFFORDABLE, AND CULTURALLY APPROPRIATE HOME AND COMMUNITY-BASED CARE. 12 12 214 0 0 0 39654720 43283396 11304801 11940985 16917 38591 0 0 50976438 55262972 0 0 0 0 8673081 9174758 0 0 0 39807424 43971758 48480505 53146516 2495933 2116456 18738837 23099060 7833084 10167595 10905753 12931465 X ETHOS IS A PRIVATE, NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING INDEPENDENCE, DIGNITY, AND WELL-BEING AMONG THE ELDERLY AND DISABLED THROUGH QUALITY, AFFORDABLE, AND CULTURALLY APPROPRIATE HOME AND COMMUNITY-BASED CARE. 0 0 21125414 21490910 NUTRITION PROGRAMS - PROVIDES MEALS TO THE ELDERLY IN THEIR HOMES AND AT VARIOUS CONGREGATE SITES. 14313584 14331814 HOME CARE - THE PURCHASED SERVICES COMPONENT PERMITS THE ORGANIZATION TO SUBCONTRACT WITH AREA PROVIDERS FOR VARIOUS HOME CARE SERVICES FOR THE ELDERLY. THE CASE MANAGEMENT COMPONENT PROVIDES FOR ADMINISTRATIVE SUPPORT OF THE HOME CARE PROGRAM. 3519780 3953568 ENHANCED SERVICES - PROVIDES SERVICES THAT TARGET FRAIL ELDERS FOR THE PURPOSE OF PREVENTING OR DELAYING NURSING HOME PLACEMENT. 12303404 14459931 VARIOUS OTHER PROGRAMS PROVIDING SERVICES TO THE ELDERLY AND BOSTON MASSACHUSETTS COMMUNITY. 12303404 14459931 51262182 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 90 0 1 214 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X X RICHARD KRUZEL CFO 6175226700 555 ARMORY STREET JAMAICA PLAIN MA 02130 NICK FAVORITO PRESIDENT 2.00 X X 0 0 0 JOHN DOBIJA DIRECTOR 2.00 X X 0 0 0 CRAIG MCANAUGH TREASURER 2.00 X X 0 0 0 SUSAN KURIAKOSE CLERK 2.00 X X 0 0 0 MARCIA BROWN DIRECTOR 2.00 X 0 0 0 DEBBIE NOLAN DIRECTOR 2.00 X 0 0 0 EDNA PRUCE DIRECTOR 2.00 X 0 0 0 TOM COHAN DIRECTOR 2.00 X 0 0 0 TISH ALLEN DIRECTOR 2.00 X 0 0 0 RONALD LAMMEY DIRECTOR 2.00 X 0 0 0 LIN YAN DIRECTOR 2.00 X 0 0 0 JULIETTE JOHNSON VICE PRESIDENT 2.00 X 0 0 0 VALERIE K FRIAS CEO 35.00 X 185643 0 4081 RICHARD KRUZEL CFO 35.00 X 111191 0 11978 LISA GIOIOSA CHIEF HUMAN RESOURCES OFFI 35.00 X 109274 0 6678 MARGERY GANN COO 35.00 X 113761 0 20774 519869 0 43511 4 0 1 0 0 41353137 1930259 43283396 PROGRAM REVENUE 621610 11793300 11793300 COST SHARING DONATIONS 624100 147685 147685 11940985 38591 38591 55262972 11940985 0 38591 274714 18900 255814 7105058 6319981 785077 69868 56170 13698 1093940 947161 146779 631178 538333 92845 64821 4665 60156 761332 558149 203183 702476 542090 160386 73702 73473 229 115759 115759 96084 23977 72107 PURCHASED SERVICES 41095664 41090618 5046 SUPPORT EXPENSES 373788 318299 55489 OTHER EXPENSES 254746 254746 EQUIPMENT 218399 184874 33525 214987 214987 53146516 51262182 1884334 0 8499102 7399308 9626889 13778943 105202 182971 1919272 1485031 479119 434241 28525 1303597 18738837 23099060 7685667 8447260 147417 1720335 7833084 10167595 X 10261106 11260069 644647 1671396 10905753 12931465 18738837 23099060 X 2116456 -90744 X 0 1 X 1 1 1 X 27690822 33671702 34840719 38289599 41353137 175845979 27690822 33671702 34840719 38289599 41353137 175845979 175845979 37515 54446 49377 16917 38591 196846 176042825 0.99890 0.99890 X 0 0 0 0 0 1 42000 0 0 0 42000 0 1111471 824500 286971 694620 627429 67191 113181 33102 80079 434241 SECURITY DEPOSITS 28525 RIGHT OF USE ASSET - OPERATING LEASE 1275072 1303597 SECURITY DEPOSITS 3900 CONTRACT ADVANCES 427364 RIGHT OF USE LIABILITY - OPERATING LEASE 1289071 1720335 X 55262972 0 55262972 0 55262972 53146516 0 53146516 0 53146516 PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2023, THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN FISCAL TAX YEARS (2020-2022). X 0 0 0 0 0 0 0 0 0 VALERIE K FRIAS CEO 183643 0 2000 0 0 0 2812 0 1269 0 189724 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO EACH BOARD MEMBER BEFORE FILING. ANY QUESTIONS AND/OR COMMENTS ARE SENT TO THE AUDIT COMMITTEE FOR RESOLUTION WITH MANAGEMENT. ONCE ALL QUESTIONS/ISSUES ARE SATISFACTORILY RESOLVED, EACH BOARD MEMBER VOTES TO ACCEPT THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING ALL DIRECTORS AND OFFICERS TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND TO AFFIRMITAVELY DISCLOSUE POTENTIAL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN INDEPENDENT COMPENSATION COMMITTEE WHICH ANNUALLY COLLECTS AND EVALUATES OUTSIDE DATA FOR COMPENSATION. THAT COMMITTEE VOTES ON THE COMPESATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DISCLOSES THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS BY REGISTRATION WITH PUBLIC CHARITIES, AND COPIES OF THESE DOCUMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: EOEA TRANSFER -90,744.