Civic Intelligence

Meeting Street Massachusetts Inc.

EIN 04-2296947 • 501(c)3 • Dartmouth, MA

Pub. 78 Eligible

Profile

Meeting street massachusetts, inc. Is an independent, community-based provider of educational and developmental services to children and young adults with and without special needs.

One Posa PlaceDartmouth, MA 02747

www.meetingstreet.org/schools/the-schwartz

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.05x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

56th percentile

7.3%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$865,967

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-1.0%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,328,622

Up $519,271 (+6.6%) from 2024

Liabilities

Down

$416,865

Down $101,237 (-20%) from 2024

Net Assets

Up

$7,911,757

Up $620,508 (+8.5%) from 2024

Revenue

Down

$7,813,415

Down $82,092 (-1.0%) from 2024

Expenses

Down

$7,246,375

Down $40,723 (-0.6%) from 2024

Net Income

Down

$567,040

Down $41,369 (-6.8%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $7,792,504Liabilities 2010: $2,755,206Net Assets 2010: $5,037,2982010Assets 2011: $7,448,061Liabilities 2011: $2,508,026Net Assets 2011: $4,940,0352011Assets 2012: $7,393,950Liabilities 2012: $2,506,313Net Assets 2012: $4,887,6372012Assets 2013: $7,171,447Liabilities 2013: $2,476,192Net Assets 2013: $4,695,2552013Assets 2014: $6,500,969Liabilities 2014: $2,450,293Net Assets 2014: $4,050,6762014Assets 2015: $6,206,685Liabilities 2015: $2,402,755Net Assets 2015: $3,803,9302015Assets 2016: $5,955,939Liabilities 2016: $2,315,124Net Assets 2016: $3,640,8152016Assets 2017: $5,628,068Liabilities 2017: $2,329,920Net Assets 2017: $3,298,1482017Assets 2018: $5,598,188Liabilities 2018: $2,686,679Net Assets 2018: $2,911,5092018Assets 2019: $5,450,049Liabilities 2019: $2,015,470Net Assets 2019: $3,434,5792019Assets 2020: $6,224,937Liabilities 2020: $3,144,016Net Assets 2020: $3,080,9212020Assets 2021: $6,976,699Liabilities 2021: $1,999,857Net Assets 2021: $4,976,8422021Assets 2022: $7,066,344Liabilities 2022: $1,071,202Net Assets 2022: $5,995,1422022Assets 2023: $7,251,000Liabilities 2023: $643,389Net Assets 2023: $6,607,6112023Assets 2024: $7,809,351Liabilities 2024: $518,102Net Assets 2024: $7,291,2492024Assets 2025: $8,328,622Liabilities 2025: $416,865Net Assets 2025: $7,911,7572025

Highlighted filing

2025

Assets$8,328,622
Liabilities$416,865
Net Assets$7,911,757

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,891,4732010Expenses 2011: $5,290,6452011Revenue 2012: $5,530,803Expenses 2012: $5,586,348Net Income 2012: -$55,5452012Revenue 2013: $5,499,995Expenses 2013: $5,723,411Net Income 2013: -$223,4162013Revenue 2014: $5,161,031Expenses 2014: $5,822,147Net Income 2014: -$661,1162014Revenue 2015: $6,115,353Expenses 2015: $5,636,172Net Income 2015: $479,1812015Revenue 2016: $6,045,509Expenses 2016: $6,212,585Net Income 2016: -$167,0762016Revenue 2017: $6,468,912Expenses 2017: $6,811,578Net Income 2017: -$342,6662017Revenue 2018: $7,046,533Expenses 2018: $7,435,844Net Income 2018: -$389,3112018Revenue 2019: $8,834,252Expenses 2019: $8,312,117Net Income 2019: $522,1352019Revenue 2020: $7,749,156Expenses 2020: $8,063,793Net Income 2020: -$314,6372020Revenue 2021: $10,382,768Expenses 2021: $8,496,820Net Income 2021: $1,885,9482021Revenue 2022: $9,300,886Expenses 2022: $8,236,086Net Income 2022: $1,064,8002022Revenue 2023: $9,668,645Expenses 2023: $9,079,688Net Income 2023: $588,9572023Revenue 2024: $7,895,507Expenses 2024: $7,287,098Net Income 2024: $608,4092024Revenue 2025: $7,813,415Expenses 2025: $7,246,375Net Income 2025: $567,0402025

Highlighted filing

2025

Revenue$7,813,415
Expenses$7,246,375
Net Income$567,040

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.33$0.42$7.91$7.81$7.25$0.57
2024Detailed filing. Detailed filing data is available for this year.$7.81$0.52$7.29$7.90$7.29$0.61
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.64$6.61$9.67$9.08$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.07$1.07$6.00$9.30$8.24$1.06
2021Detailed filing. Detailed filing data is available for this year.$6.98$2.00$4.98$10.4$8.50$1.89
2020Detailed filing. Detailed filing data is available for this year.$6.22$3.14$3.08$7.75$8.06$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.45$2.02$3.43$8.83$8.31$0.52
2018Detailed filing. Detailed filing data is available for this year.$5.60$2.69$2.91$7.05$7.44$0.39
2017Detailed filing. Detailed filing data is available for this year.$5.63$2.33$3.30$6.47$6.81$0.34
2016Summary only. Only limited summary data is available for this year.$5.96$2.32$3.64$6.05$6.21$0.17
2015Summary only. Only limited summary data is available for this year.$6.21$2.40$3.80$6.12$5.64$0.48
2014Detailed filing. Detailed filing data is available for this year.$6.50$2.45$4.05$5.16$5.82$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$2.48$4.70$5.50$5.72$0.22
2012Summary only. Only limited summary data is available for this year.$7.39$2.51$4.89$5.53$5.59$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$2.51$4.94$5.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$2.76$5.04$4.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$7,868,956
Mission and Program Overview

Mission

Meeting street massachusetts, inc. Is an independent, community-based provider of educational and developmental services to children and young adults with and without special needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,442,865$3,383,414▼ $59,451
Cash and Non-Interest-Bearing Accounts$2,053,214$2,145,420▲ $92,206
Accounts Receivable$738,624$814,950▲ $76,326
Savings and Temporary Cash Investments$461,159$720,111▲ $258,952
Investments in Publicly Traded Securities$581,094$648,792▲ $67,698
Pledges and Grants Receivable$282,244$207,409▼ $74,835
Prepaid Expenses and Deferred Charges$75,585$83,546▲ $7,961
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,809,351$8,328,622▲ $519,271
Other Assets Total$174,566$324,980▲ $150,414
Liabilities
Accounts Payable and Accrued Expenses$278,368$337,934▲ $59,566
Other Liabilities$69,852$69,851▼ $1
Deferred Revenue$169,882$9,080▼ $160,802
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$518,102$416,865▼ $101,237
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,148,274$7,457,857▲ $309,583
Net Assets With Donor Restrictions$142,975$453,900▲ $310,925
Total Net Assets Fund Balance$7,291,249$7,911,757▲ $620,508
Total Liabilities and Net Assets / Fund Balance$7,809,351$8,328,622▲ $519,271

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,533,183$1,057,047$3,590,230
Land$532,716-$532,716
Other Land Buildings$213,174$313,707$526,881
Equipment$25,741$74,063$99,804
Leasehold Improvements$78,600-$78,600

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$581,094-▲ $67,698-$648,792
2023$492,911-▲ $88,183-$581,094
2022$456,667$83,871▼ $47,627-$492,911
2021$86,868$328,771▲ $41,028-$456,667
2020$73,602-▲ $13,266-$86,868
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Yolanda LamboyDirector of Business OperationPT$140,298$140,298
Nicole ConstantinoAsst Director Early ChildhoodPT$130,529$130,529

Board Members and Trustees

NameTitle
Michael McKelvyChair
John M KellyPresident
Jill AndyVice Chair
Lori SousaDirector of Development
Maureen LochheadDirector of Human Resources
Margaret KnowltonDirector of School Age Program
Alyce PagliariniTrustee
Antonio LopesTrustee
Beth PinheiroTrustee
David FontesTrustee
Don SwansonTrustee
Eve Veliz-moranTrustee
Gus Manocchia Jr MDTrustee
Harvey E Lee JrTrustee
Jonathan H Schwartz MDTrustee
Ken MusketTrustee
Lt Gov Sabina MatosTrustee
M Evan ShererTrustee
Michael A Rocchio MDTrustee
Richard W Macadams EsqTrustee
Rupert BurtanTrustee
Tom ClarkeTrustee
Denise ParentChief Business Officer
Nazik FernandesChief Financial Officer
Michele RobertsSecretary
James M HagertyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Maxim Healthcare Services HoldingsNursing12558 Collections Center Drive, Chicago, IL 60693$236,545
Revenue and Support

Revenue Composition

Contributions and Grants
$1,392,968
Program Service Revenue
$6,417,437
Investment Income
$50,064
Other Revenue
$-47,054
All Other Contributions
$493,647
Change in Net Assets
$567,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,043,487
Other Expenses$2,202,888
Total Fundraising Expense$188,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,738,446-$110,081$3,848,527
Fees for Services Other$440,178$904,632$4,987$1,349,797
Other Employee Benefits$728,675-$12,271$740,946
Payroll Taxes$292,223-$7,873$300,096
Occupancy$183,799-$14,762$198,561
Pension Plan Contributions$151,586-$2,332$153,918
Depreciation Depletion$139,440-$13,638$153,078
Office Expenses$129,162$2,982$2,450$134,594
Travel$83,422-$196$83,618
Fees for Services Accounting$47,742-$852$48,594
Conferences and Meetings$26,431-$27$26,458
Insurance$25,410-$396$25,806
Other Expenses$2,755$2,671$12,569$15,324
Fees for Services Legal$2,500$4,319-$6,819
Advertising--$6,452$6,452
Fees for Service Investment Mgmnt Fees$1,101--$1,101
Interest-$365-$365
Total Functional Expenses$6,142,514$914,969$188,892$7,246,375
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$55,541
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Endless Summer$100,261-$53,692-
Telethon$180-$1,849-
Total Events$100,441-$55,541$-55,541
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Realty Company$69,851
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

Meeting street became the sole member of meeting street massachusetts, inc. On july 1, 2014.

FORM 990, PART VI, SECTION B, LINE 11B:

The form 990 is reviewed and approved by the finance/audit committee of the board of trustees before filing. A copy of the 990 is also provided to all members of the board of trustees.

FORM 990, PART VI, SECTION B, LINE 12C:

Each trustee must sign a conflict of interest acknowledgement upon commencement of association or employment. Trustees: any trustee who may be involved in a meeting street massachusetts, inc. Business transaction in which there is a possible conflict of interest shall promptly notify the chair of the board of trustees. The trustee will refrain from voting on such matter and the trustee, or the chair in the trustee's absence, will disclose the potential conflict of interest to the other board members before the vote takes place and such disclosures shall be recorded in the board minutes. Any transaction involving a potential conflict of interest shall have terms that are fair and reasonable as though meeting street massachusetts, inc. Were dealing with an unrelated party. Staff: all staff members must disclose any conflicts of interest to the director of human resources. All reports of potential conflicts will be forwarded to the president. The president shall take such action as is necessary to ensure the transaction is completed in the best interest of meeting street massachusetts, inc.

FORM 990, PART VI, SECTION B, LINE 15:

The compensation committee of the board of trustees of meeting street hires an independent human resource consulting firm to conduct an assessement of compensation, as determined by the compensation committee. The firm not only performs a comprehensive comparability study, but also employs a series of compensation review practices that are included in the excess benefit transaction rules of section 4958 of the internal revenue code. Compensation reviews are not only done for the president, but are also done for key management positions. The president's compensation is reviewed and approved by the compensation committee of the board of trustees. Compensation data received for key managers is shared with the compensation committee of the baord of trustees. The preisdent is responsible for determining compensation for top management positions and will consult with the compensation committee regarding additional material compensation arrangements.

FORM 990, PART VI, SECTION C, LINE 19:

The public can obtain documentation upon request.

Filing and Contact Details

Filer

Filer Name
Meeting Street Massachusetts Inc
EIN
04-2296947
In Care Of
% JOHN M KELLY
Phone
5029963391
Address
One Posa Place, Dartmouth, MA 02747

Signing Officer

Name
John M Kelly
Title
President
Phone
4015339100
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John M Kelly
Formed
1963
Legal Domicile
Ma
Voting Board Members
20
Independent Board Members
20
Employees
78
Volunteers
20

Preparer

Firm
Withumsmithbrownpc
Address
155 SEAPORT BOULEVARD, BOSTON, MA 02210
Preparer
Israel Tannenbaum
Phone
6172273333
Supplemental Narrative

Additional Explanations

PART III, LINE 3:

The Parent Initiative program ceased to exist effective June 30, 2025.

Form 990 Part IX Line 11G

Description:other professional fees total fees:1219230

Form 990 Part IX Line 11G

Description:technology fees total fees:130567

Financial Statement Notes

PART X, LINE 2:

Meeting street massachusetts, inc.(the organization) qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (the "irc"). As a not-for-profit entity, the organization is subject to unrelated business income tax ("ubit"), if applicable. In accordance with fasb asc 740, income taxes, the organization applies the "more likely than not" threshold to the recognition and derecognition of tax positions for its consolidated financial statements. Management has evaluated the organization's tax posistions and has concluded that there were no uncertain tax positions that qualified for either recognition or disclosure in these consolidated financial statements.

Raw XML AppendixShowing 400 of 910 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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