2026-03-27T14:07:09-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042662986 AMERICAN TRAINING INC AMER 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO 9786852151 2026-03-24 1 1 BRENDA L BOOTH P01342395 6178075000 2026-03-24 2024 2025-03-06 01:10:19Z THOMAS M CONNORS 6 CAMPANELLI DRIVE ANDOVER MA 01810 40747692 0 X WWW.AMERICANTRAININGINC.COM X 1979 MA AMERICAN TRAINING, INC. PROVIDES HOUSING, EMPLOYABILITY DEVELOPMENT, RELEVANT PERSONAL AND VOCATIONAL COUNSELING, VOCATIONAL SKILLS DEVELOPMENT AND TRAINING AND OTHER RELATED SERVICES AND SUPPORT TO THE DEVELOPMENTALLY DISABLED, MENTALLY ILL, PHYSICALLY HANDICAPPED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS. 5 4 495 4 25037 31436 3303 10429 33855953 40283267 16766 9114 1422049 354820 35298071 40657630 0 0 0 0 21611970 25714934 0 0 0 10678473 10932004 32290443 36646938 3007628 4010692 33155981 38006780 14159328 14839268 18996653 23167512 X AMERICAN TRAINING, INC. PROVIDES HOUSING, EMPLOYABILITY DEVELOPMENT, RELEVANT PERSONAL AND VOCATIONAL COUNSELING, VOCATIONAL SKILLS DEVELOPMENT AND TRAINING AND OTHER RELATED SERVICES AND SUPPORT TO THE DEVELOPMENTALLY DISABLED, MENTALLY ILL, PHYSICALLY HANDICAPPED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS. 0 0 17781398 22280962 RESIDENTIAL PROGRAMS DEVELOP SERVICES TO SUPPORT LIVING SITUATIONS TO EMPOWER RESIDENTS TO BE SELF-SUFFICIENT AND TO ENRICH THE QUALITY OF THEIR LIVES. SUPPORTS ARE PROVIDED IN WAYS THAT CREATE SUCCESSFUL COMMUNITY LIVING AND SEEK OPPORTUNITIES THAT PROMOTE COMMUNITY AWARENESS, ACCEPTANCE, AND INVOLVEMENT FOR THE RESIDENTS SERVICED. THESE SERVICES ARE PROVIDED TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND TO ADOLESCENTS WITH PSYCHIATRIC DISABILITIES. IN FY 2025 134 INDIVIDUALS WERE SERVED. 9884116 13255284 DAY PROGRAMS PROVIDE INDIVIDUALS WITH VOCATIONAL AND SUPPORTED EMPLOYMENT SERVICES, BOTH COMMUNITY BASED AND IN A WORK SETTING. THE PROGRAM PROVIDES JOB PLACEMENT, JOB SITE TRAINING AND ON-GOING MONITORING AND FOLLOW-UP. INTEGRATED WORK CREWS, EMPLOYER BASED JOB SITES, VOLUNTEER OPPORTUNITIES AND INDIVIDUAL PLACEMENT ARE SOUGHT AND ORGANIZED TO EXPOSE INDIVIDUALS TO A VARIETY OF EMPLOYMENT CHOICES AND SKILLS. IT PROVIDES INTEGRATION OF INDIVIDUALS WITHIN THEIR COMMUNITIES TO ATTAIN MEANINGFUL COMMUNITY CONNECTIONS. PROVIDES DAY HABILITATION PROGRAMS WHICH FOCUS ON DEVELOPMENTAL SKILLS SUCH AS PT, OT, NURSING & ASSISTIVE TECHNOLOGY. IN FY 2025 710 INDIVIDUALS WERE SERVED. 2582900 2395908 VANWAY TRANSPORTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO AND FROM THEIR HOMES AND DAY PROGRAMS. VANWAY TRANSPORTS INDIVIDUALS ON 30 ROUTES FUNDED THROUGH A REGIONAL TRANSPORTATION AUTHORITY. IN FY 2025, VANWAY TRANSPORTED 150 INDIVIDUALS THROUGHOUT THE NORTHEAST AREA OF MASSACHUSETTS. 1088235 1410421 STUDENT TRAINING & SUPPORT SERVICES ECONOMICALLY DISADVANTAGED ADULTS. COURSES OFFERED INCLUDE ELECTRONIC ASSEMBLY, OFFICE/COMPUTER, MEDICAL ASSISTING, MEDICAL BILLING-CODING, GED PREP AND ESL PREP. VOCATIONAL COUNSELING AND JOB PLACEMENT COMPLEMENT THESE PROGRAMS FOR WIA/DTA PARTICIPANTS AS WELL AS DISLOCATED WORKERS. IN FY 2025 305 STUDENTS WERE SERVED. 898114 1241355 EDUCATION & WORK READINESS SERVICES ADULTS AND AT RISK YOUTH. SERVICES INCLUDE LITERACY PROGRAMS, AND YOUNG PARENT PROGRAMS. 58655 29120 EMPLOYMENT PROGRAM-IN FY 2025 96 INDIVIDUALS WERE PAID AN HOURLY RATE FOR WORK OPPORTUNITIES. -165630 VARIANCE 1879374 2680896 32127788 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 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 1 1 1 0 0 1 33 0 1 495 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JENNIFER LESSARD CFO 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 36.00 4.00 X X 289636 0 24956 JAMES DION DIRECTOR 5.00 0.00 X 0 0 0 GUESH ENGIDA DIRECTOR 5.00 0.00 X 0 0 0 JAMES G HAJJAR CHAIRMAN/DIRECTOR 1.00 4.00 X 0 0 0 MATTHEW CONLON DIRECTOR 5.00 0.00 X 0 0 0 JENNIFER LESSARD CFO/TREASURER 36.00 4.00 X 179655 0 10943 JODI HOWSHAN VICE PRESIDENT OF PEOPLE & CULTURE 40.00 0.00 X 166395 0 0 LORRAINE MCLARNEY VICE PRESIDENT/DIRECTOR 40.00 0.00 X 165721 0 21774 STEVE PELLERIN VICE PRESIDENT/DIRECTOR 40.00 0.00 X 167855 0 22225 FRANK LARATONDA DIRECTOR 40.00 0.00 X 108984 0 10568 MICHELLE MCCARTHY DIRECTOR 40.00 0.00 X 105303 0 451 1183549 0 90917 5 0 1 0 AMERICAN EAGLE STAFFING LTD 214 ANDOVER ST UNIT 2 WILMINGTON MA 01887 DIRECT CARE RELIEF 1759063 ALL STAFF LLC 1565 MAIN ST BLDG A SUITE 307 TEWKSBURY MA 01887 DIRECT CARE RELIEF 418405 DAS HEALTH 1000 NO ASHLEY DR SUITE 300 TAMPA FL 33602 IT SERVICES 309500 ART OF CLEANING 59 CENTRAL STREET WOBURN MA 01801 CLEANING SERVICES 254039 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 ACCOUNTING/TAX FILING 118463 5 10429 10429 PROGRAM SERVICE FEES 900099 39517405 39517405 CLIENT FEES 900099 736742 736742 SUBCONTRACT SERVICES 900099 29120 29120 40283267 9114 9114 115099 90062 25037 25037 25037 MISCELLANEOUS REVENUE 900099 253084 253084 INSURANCE CLAIM REVENUE 900099 76699 76699 329783 40657630 40613050 25037 9114 X 525604 525604 21249057 19485211 1763846 29500 29500 2113046 1830369 282677 1797727 1533732 263995 25198 11228 13970 118463 118463 16425 16425 4856860 4102860 754000 152638 94259 58379 119277 89871 29406 63963 61232 2731 1897378 1635082 262296 4140 3936 204 313603 263537 50066 830809 771239 59570 30003 600 29403 SUPPLIES 1080903 1022980 57923 VEHICLE EXPENSES 1043473 1023120 20353 TELEPHONE 121019 104860 16159 COLLEAGUE TRAINING 106810 24247 82563 151042 69425 81617 36646938 32127788 4519150 0 1325555 1322720 15124130 17924121 3446935 4929981 112207 153052 19359315 6717070 12111202 12642245 1035952 1034661 33155981 38006780 2545404 2914237 4749 4749 7343131 7109315 3964644 4504730 301400 306237 14159328 14839268 X 18990890 23161749 5763 5763 18996653 23167512 33155981 38006780 4010692 160167 0 X 0 1 X 1 1 1 X 3382617 258422 13889 3303 10429 3668660 24608360 29001046 31200507 33882817 40536351 159229081 27990977 29259468 31214396 33886120 40546780 162897741 0 0 0 162897741 165176 144001 140204 126765 124213 700359 165176 144001 140204 126765 124213 700359 28156153 29403469 31354600 34012885 40670993 163598100 0.99570 0.99500 0.00430 0.00500 X 1 138104 103388 66058 175434 0 4038566 4038566 10450087 3607118 6842969 16636 16636 0 1754863 1507420 247443 3099163 1585896 1513267 12642245 OTHER LIBAILITIES 306237 306237 X 40907859 160167 90062 250229 40657630 0 40657630 36737000 90062 90062 36646938 0 36646938 PART IV, LINE 1B: AMERICAN TRAINING IS REP PAYEE FOR A NUMBER OF RESIDENTS. THE INDIVIDUAL REP PAYEE ACCOUNTS ARE RECORDED ON A SUBSIDIARY WORKSHEET AND THE AGGREGATE ENDING BALANCE IS RECORDED IN A CASH CUSTODIAL ACCOUNT WITH AN OFFSETTING LIABILITY ACCOUNT AT YEAR END. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 90,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 90,062. X X X 0 0 0 0 0 0 0 0 0 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 289636 0 0 0 0 0 0 0 24956 0 314592 0 0 0 JENNIFER LESSARD CFO/TREASURER 179655 0 0 0 0 0 0 0 10943 0 190598 0 0 0 STEVE PELLERIN VICE PRESIDENT/DIRECTOR 167855 0 0 0 0 0 0 0 22225 0 190080 0 0 0 LORRAINE MCLARNEY VICE PRESIDENT/DIRECTOR 165721 0 0 0 0 0 0 0 21774 0 187495 0 0 0 JODI HOWSHAN VICE PRESIDENT OF PEOPLE & CULTURE 166395 0 0 0 0 0 0 0 0 0 166395 0 0 0 A MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-12-23 8630000 PURCHASE OF REAL ESTATE, REFINANCING OF DEBT, AND CAPITAL IMPROVEMENTS 0 0 0 A 8630000 182119 5880107 2107519 460255 2020 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/23/2021 FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR THE FORM 990 IS COLLECTED BY OUR FINANCE STAFF AND SENT TO AN OUTSIDE TAX FIRM TO PREPARE. A DRAFT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CORRECTIONS MADE, IF ANY, BY THE TAX FIRM. A FINAL VERSION IS MAILED TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS. CLARIFICATION AND/OR CORRECTIONS WILL BE MADE,IF APPROPRIATE, AFTER DISCUSSION WITH THE CFO AND TAX FIRM. THE FINAL DOCUMENT, AS FILED, WILL ALSO BE PRESENTED AT THE NEXT BOARD MEETING BY THE CEO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL CLASSES OF PERSONNEL WITHIN THE COMPANY, INCLUDING DIRECT CARE, MANAGEMENT AND BOARD POSITIONS. BOARD MEMBERS RECEIVE A RELATED PARTY QUESTIONNAIRE ANNUALLY WHICH DEFINES CONFLICTS OF INTEREST. DIRECT CARE AND MANAGEMENT RECEIVE AND SIGN FOR A POLICY AND PROCEDURE MANUAL WHICH INCLUDES THIS POLICY. POTENTIAL CONFLICTS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT AND OTHER OFFICERS OF THE ORGANIZATION INCLUDES A REVIEW BY INDEPENDENT PERSONS. COMPENSATION IS SET USING COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS OCCUR CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G DIRECT CARE: PROGRAM SERVICE EXPENSES 2,734,599. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,734,599. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 23,461. MANAGEMENT AND GENERAL EXPENSES 165,517. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,978. BAD DEBT: PROGRAM SERVICE EXPENSES 28,545. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,545. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 46,308. MANAGEMENT AND GENERAL EXPENSES 38,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,308. SUPPORT FEES: PROGRAM SERVICE EXPENSES 60,154. MANAGEMENT AND GENERAL EXPENSES 269,139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,293. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 80,151. MANAGEMENT AND GENERAL EXPENSES 281,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,495. SPECIALIZED HOME CARE: PROGRAM SERVICE EXPENSES 1,129,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,129,642. HOMES OF CARE INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 300139018 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE I INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 202176751 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE II INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 412201540 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 HOMES OF CARE III INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 300472109 RESIDENTIAL MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 LUTHERAN COMMUNITY SERVICES CREATIVE LIVING INC 6 CAMPANELLI DRIVE ANDOVER MA 01810 020593101 LOW INCOME HOUSING MA 501(C)(3) LINE 10 AMERICAN TRAINING INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 NONE