2025-04-14T07:58:12-05:00 2024-06-30 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2023-07-01 042206041 CLINICAL & SUPPORT OPTIONS INC CLIN 4137731314 8 ATWOOD DRIVE 301 NORTHAMPTON MA 01060 KARIN JEFFERS PRESIDENT & CEO 4137731314 2025-04-12 1 0 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2025-04-09 2023 2025-03-06 01:10:19Z KARIN JEFFERS 8 ATWOOD DRIVE 301 NORTHAMPTON MA 01060 67033793 0 X WWW.CSOINC.ORG X 1955 MA TO PROVIDE RESPONSIVE AND EFFECTIVE INTERVENTIONS AND SERVICES TO SUPPORT INDIVIDUAL ADULTS, CHILDREN AND FAMILIES IN THEIR QUEST FOR STABILITY, GROWTH AND AN ENHANCED QUALITY OF LIFE. TO DO SO, WE COMMIT INTERNALLY TO EXCELLENCE IN OUR SERVICES WHILE WE COLLABORATE EXTERNALLY WITH COMMUNITY PARTNERS TO ESTABLISH AND PARTICIPATE IN A COMPREHENSIVE SYSTEM OF ASSISTANCE AND RESOURCES FOR THE RESIDENTS OF OUR COMMUNITIES. 9 8 917 500 0 0 25576414 25975303 31886324 40175612 119106 512027 7923566 370851 65505410 67033793 0 0 0 0 36613079 43473614 0 0 240766 15896280 14408116 52509359 57881730 12996051 9152063 57498965 70369078 17957214 21588370 39541751 48780708 X SEE SCHEDULE OCLINICAL AND SUPPORT OPTIONS, INC. (CSO) IS A COMMUNITY AGENCY IN MASSACHUSETTS, PROVIDING A FULL RANGE OF COMPREHENSIVE MENTAL HEALTH, CRISIS STABILIZATION, PSYCHIATRIC AND COUNSELING SERVICES TO ADULTS, CHILDREN, FAMILIES, COUPLES AND SENIORS THROUGHOUT THE 4 COUNTIES OF WESTERN MASSACHUSETTS. THIS CONTINUUM OF CARE IS AVAILABLE AT FACILITIES IN GREENFIELD, ORANGE, ATHOL, NORTHAMPTON, AMHERST, PITTSFIELD AND SPRINGFIELD.CSO IS A FULL SERVICE BEHAVIORAL HEALTH AGENCY, WHICH COMMITS INTERNALLY TO EXCELLENCE IN OUR SERVICES WHILE WE COLLABORATE EXTERNALLY WITH COMMUNITY PARTNERS TO ESTABLISH AND PARTICIPATE IN A COMPREHENSIVE SYSTEM OF ASSISTANCE AND RESOURCES FOR THE RESIDENTS OF OUR COMMUNITIES. 0 0 16412883 24285551 OUTPATIENT MENTAL HEALTH SERVICES - OUTPATIENT SERVICES PROVIDES A WIDE RANGE OF COUNSELING OPTIONS FOR ADULTS AND CHILDREN AND THEIR FAMILIES. TOTALS FOR THE YEAR: 12,023 PEOPLE SERVED, 189,550 HOURS. 4893888 4117742 FAMILY SUPPORT SERVICES - SERVICES PROVIDED ARE BASED ON AN ATMOSPHERE OF SAFETY AND PREDICTABILITY TO HELP CONSUMERS LIVE INDEPENDENTLY IN THE COMMUNITY. TOTALS FOR THE YEAR: 1,900 PEOPLE SERVED, 69,954 HOURS OF SERVICE. 12532166 9094932 CRISIS AND RESPITE SERVICES - THE CRISIS TEAM PROVIDES IMMEDIATE AND RESPECTFUL SUPPORT THROUGH OUR TELEPHONE HOTLINE AND FACE-TO-FACE EVALUATIONS AND SHORT TERM COMMUNITY CRISIS STABILIZATION SERVICES. TOTALS FOR THE YEAR: 5,263 PEOPLE SERVED, 6,485 BED DAYS AND 8,282 CRISIS EVALUATIONS. 17442054 3048238 COMMUNITY BASED SERVICES INCLUDING ADULT CLUBHOUSE, THERAPEUTIC DAY PROGRAMMING FOR YOUTH, COMMUNITY PARTNER INTENSIVE CASE MANAGEMENT SERVICES, EMERGENCY SHELTER AND RESOURCE CENTER FOR ADULTS EXPERIENCING HOMELESSNESS AND HOUSING CASE MANAGEMENT AND SUPPORTS PROVIDED TO INDIVIDUALS IN COMMUNITY SETTINGS WITH A GOAL TO PROVIDE STABILITY AND ENHANCED QUALITY OF LIFE. 17442054 3048238 51280991 1 1 0 0 0 0 0 0 0 1 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 0 0 0 1 37 0 917 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X KARIN JEFFERS 4137731314 8 ATWOOD DRIVE NORTHAMPTON MA 01060 ANDERSON GOMES DIRECTOR 1.00 X 0 0 0 YAW GYEBI JR DIRECTOR 1.00 X 0 0 0 JESS MILLER DIRECTOR 1.00 X 0 0 0 NICHOLAS MOYNIHAN DIRECTOR 1.00 X 0 0 0 KARIN JEFFERS PRESIDENT & CEO 40.00 X X 313022 0 37435 KEITH OBERT CHAIR 1.00 X X 0 0 0 DANIEL POULIOT VICE CHAIR 1.00 X X 0 0 0 MATHEW GEFFIN TREASURER 1.00 X X 0 0 0 AMELIA HOLSTROM CLERK 1.00 X X 0 0 0 FRANK MERTES CFO 32.00 X 135649 0 7093 ADAM LOU MEDICAL DIRECTOR 40.00 X 322135 0 34842 SERGIO KORNDORFER ASSOC. MEDICAL DIRECTOR 40.00 X 313141 0 34754 FABIOLA CANCINO-TICONA PRESCRIBER 40.00 X 265366 0 32278 KAREN POISSON SR. VP OF PROGRAMS 40.00 X 177965 0 28841 MELODY FRANCE SR. VP OF HR 40.00 X 177455 0 28002 1704733 0 203245 25 0 1 0 VAAS BUILDERS LLC 265 STATE STREET SPRINGFIELD MA 01103 CONSTRUCTION 3355360 JWA ARCHITECTS 308 MAIN STREET GREENFIELD MA 01301 ARCHITECT 521790 SPRINGFIELD POLICE DEPARTMENT PO BOX 308 SPRINGFIELD MA 01101 SECURITY 430522 ANDERSON CLEANING 103 WAYSIDE AVENUE WEST SPRINGFIELD MA 01089 CLEANING/JANITORIAL 411638 TRX DEVELOPMENT SOLUTIONS LLC PO BOX 8715 NEW YORK NY 10116 PROGRAMMATIC 364960 5 25568358 406945 25975303 NET PATIENT SERVICE REVENUE 624100 36666697 36666697 OTHER CONTRACT REVENUE 624100 2682750 2682750 CLIENT SERVICE FEES 624100 735042 735042 MANAGEMENT FEE 531110 91123 91123 40175612 512027 512027 370851 0 370851 370851 370851 67033793 40546463 0 512027 481695 450474 31221 35167174 33047584 2046376 73214 590453 530463 58260 1730 4249687 3853108 384129 12450 2984605 2681370 294491 8744 82797 13550 69247 110078 3749 106329 60000 60000 5332 5332 665575 637101 28474 193566 24915 108474 60177 1006921 333408 652719 20794 70185 70185 3892183 3406725 484918 540 412232 341721 67820 2691 177914 100326 77588 180019 9332 170687 541354 227042 314312 372000 53306 318694 PROGRAM SUPPLIES 2401035 2398610 1326 1099 REPAIRS AND MAINT. 1721526 1397752 323774 CREDIT LOSSES 723098 723098 FOOD 705667 670954 34583 130 1086634 826877 231781 27976 57881730 51280991 6359973 240766 23319145 31582941 251598 252028 4363216 4996614 3688649 1810797 3455947 3566397 1206632 1457717 25903008 7883199 10936642 18019809 11 11 10277125 8682764 57498965 70369078 3578608 4129862 124879 2260807 1417042 3559979 12836685 11637722 17957214 21588370 X 38971164 48161896 570587 618812 39541751 48780708 57498965 70369078 X 9152063 38669 48225 X X 0 1 X 1 1 1 X 11553961 14331097 16813480 25576414 25975303 94250255 11553961 14331097 16813480 25576414 25975303 94250255 94250255 638904 627865 629726 634760 512027 3043282 7407912 7407912 104701449 167187055 0.90020 0.87930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 570587 48225 618812 543539 27048 570587 586168 -42629 543539 521764 64404 586168 524771 -3007 521764 1.00000 1 0 899566 899566 18129791 3010086 15119705 4229114 2520453 1708661 2156607 2001596 155011 487930 351064 136866 18019809 BENEFICIAL INTEREST IN PERPETUAL TRUST 618812 RIGHT-OF-USE ASSET 8063952 8682764 DEFERRED NOTES PAYABLE 2599827 ADVANCES DUE TO A RELATED PARTY 706683 LEASE LIABILITIES 8331212 11637722 X PART X, LINE 2: CSO IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, CSO IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO OUR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT CSO IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. X 0 0 0 0 0 0 0 0 0 ADAM LOU MEDICAL DIRECTOR 322135 0 0 0 0 0 15880 0 18962 0 356977 0 0 0 KARIN JEFFERS PRESIDENT & CEO 313022 0 0 0 0 0 16046 0 21389 0 350457 0 0 0 SERGIO KORNDORFER ASSOC. MEDICAL DIRECTOR 313141 0 0 0 0 0 15664 0 19090 0 347895 0 0 0 FABIOLA CANCINO-TICONA PRESCRIBER 265366 0 0 0 0 0 13317 0 18961 0 297644 0 0 0 KAREN POISSON SR. VP OF PROGRAMS 177965 0 0 0 0 0 9004 0 19837 0 206806 0 0 0 MELODY FRANCE SR. VP OF HR 177455 0 0 0 0 0 8979 0 19023 0 205457 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD VOTED TO APPROVE THE FORM 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A DOCUMENT ANNUALLY CONFIRMING NO CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CONDUCTS AN APPRAISAL OF THE PRESIDENT/CEO EVERY YEAR AND THEN DETERMINES AN APPROPRIATE INCREASE FOR THE POSITION. ALL OTHER NON-BARGAINING UNIT EMPLOYEES (MANAGEMENT) HAVE RECEIVED AN ACROSS THE BOARD 3% RAISE AT THE BEGINNING OF THE THE FISCAL YEAR. HOWEVER, DUE TO THE GROWTH OF THE ORGANIZATION THE PRESIDENT/CEO HAS MADE ADJUSTMENTS TO VARIOUS POSITIONS TO MAINTAIN PARITY WITH LIKE ORGANIZATIONS. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 48,225. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THESE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE YEAR. FOH LLC 755 WORTHINGTON STREET SPRINGFIELD MA 01105 262943879 RENTAL REAL ESTATE MA CLINICAL & SUPPORT OPTIONS INC RELATED 0 1 0.00010 FOH INC 755 WORTHINGTON STREET SPRINGFIELD MA 01105 262943794 RENTAL REAL ESTATE MA CLINICAL & SUPPORT OPTIONS INC C 1.00000 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FOH LLC A 110726 ACTUAL FOH LLC L 91123 ACTUAL FOH LLC D 3566397 ACTUAL