Civic Intelligence

Elder Services of the Merrimack Valley Inc

990 • Fiscal year 2014 • EIN 04-2545136

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 29, 2015

Organization ProfileWWW.ESMV.ORG

View Organization Page

280 Merrimack Street Suite 400Lawrence, MA 01843

(978) 683-7747

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.39x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.10x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

38th percentile

1.4%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$184,993

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

46th percentile

4.3%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$13,570,175

Up $557,982 (+4.3%) from 2013

Net Assets

Up

$8,255,007

Up $812,334 (+11%) from 2013

Liabilities

Down

$5,315,168

Down $254,352 (-4.6%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin38th percentile

Revenue

Up

$53,769,069

Up $6,606,491 (+14%) from 2013

Expenses

Up

$53,007,970

Up $7,587,879 (+17%) from 2013

Net Income

Down

$761,099

Down $981,388 (-56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $10,156,379Liabilities 2011: $3,676,346Net Assets 2011: $6,480,0332011Assets 2012: $9,730,797Liabilities 2012: $4,051,475Net Assets 2012: $5,679,3222012Assets 2013: $13,012,193Liabilities 2013: $5,569,520Net Assets 2013: $7,442,6732013Assets 2014: $13,570,175Liabilities 2014: $5,315,168Net Assets 2014: $8,255,0072014Assets 2015: $16,881,976Liabilities 2015: $8,327,882Net Assets 2015: $8,554,0942015Assets 2016: $17,692,697Liabilities 2016: $8,227,476Net Assets 2016: $9,465,2212016Assets 2017: $20,125,063Liabilities 2017: $9,227,420Net Assets 2017: $10,897,6432017Assets 2018: $24,213,366Liabilities 2018: $11,416,673Net Assets 2018: $12,796,6932018Assets 2019: $27,985,717Liabilities 2019: $12,190,338Net Assets 2019: $15,795,3792019Assets 2020: $36,540,350Liabilities 2020: $19,395,132Net Assets 2020: $17,145,2182020Assets 2021: $41,301,216Liabilities 2021: $19,565,173Net Assets 2021: $21,736,0432021Assets 2022: $46,498,915Liabilities 2022: $17,999,677Net Assets 2022: $28,499,2382022Assets 2023: $52,325,158Liabilities 2023: $22,022,336Net Assets 2023: $30,302,8222023Assets 2024: $65,469,445Liabilities 2024: $29,257,485Net Assets 2024: $36,211,9602024

Highlighted filing

2014

Assets$13,570,175
Liabilities$5,315,168
Net Assets$8,255,007
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0Expenses 2011: $37,187,9072011Expenses 2012: $41,601,0612012Revenue 2013: $47,162,578Expenses 2013: $45,420,091Net Income 2013: $1,742,4872013Revenue 2014: $53,769,069Expenses 2014: $53,007,970Net Income 2014: $761,0992014Revenue 2015: $57,660,214Expenses 2015: $57,317,943Net Income 2015: $342,2712015Revenue 2016: $60,392,540Expenses 2016: $59,493,258Net Income 2016: $899,2822016Revenue 2017: $64,142,075Expenses 2017: $62,744,669Net Income 2017: $1,397,4062017Revenue 2018: $69,258,005Expenses 2018: $67,380,167Net Income 2018: $1,877,8382018Revenue 2019: $75,585,513Expenses 2019: $72,552,406Net Income 2019: $3,033,1072019Revenue 2020: $97,910,163Expenses 2020: $97,515,145Net Income 2020: $395,0182020Revenue 2021: $97,466,570Expenses 2021: $92,952,643Net Income 2021: $4,513,9272021Revenue 2022: $107,934,032Expenses 2022: $101,015,725Net Income 2022: $6,918,3072022Revenue 2023: $114,281,456Expenses 2023: $112,560,025Net Income 2023: $1,721,4312023Revenue 2024: $133,795,983Expenses 2024: $128,072,069Net Income 2024: $5,723,9142024

Highlighted filing

2014

Revenue$53,769,069
Expenses$53,007,970
Net Income$761,099
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$54,336,552
Mission and Program Overview

Mission

To ensure that the choice of programs and services are available and accessible to meet the diverse needs and changing lifestyles of older adults.

To provide services by creating programs and opportunities for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$6,691,631$9,102,046▲ $2,410,415
Cash and Non-Interest-Bearing Accounts$4,961,247$2,571,666▼ $2,389,581
Land, Buildings, and Equipment, Net$725,184$1,237,360▲ $512,176
Investments in Publicly Traded Securities$438,520$502,539▲ $64,019
Prepaid Expenses and Deferred Charges$168,611$46,814▼ $121,797
Total Assets$13,012,193$13,570,175▲ $557,982
Other Assets Total$27,000$109,750▲ $82,750
Liabilities
Accounts Payable and Accrued Expenses$5,382,882$5,138,794▼ $244,088
Escrow Account Liability$97,640$122,290▲ $24,650
Deferred Revenue$88,998$54,084▼ $34,914
Total Liabilities$5,569,520$5,315,168▼ $254,352
Net Assets / Fund Balance
Unrestricted Net Assets$7,442,673$8,255,007▲ $812,334
Total Net Assets Fund Balance$7,442,673$8,255,007▲ $812,334
Total Liabilities and Net Assets / Fund Balance$13,012,193$13,570,175▲ $557,982

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,227,013$55,686$1,282,699
Equipment$10,347$247,708$258,055
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosanne DistefanoExecutive DirectorFT$178,754$6,239$184,993
William ChrisemerCFOFT$142,705$12,153$154,858
Anne Proli CataldoAsst Exec. DirectorFT$122,723$12,344$135,067
Joan Hatem-royAsst Exec. DirectorFT$113,175$12,067$125,242

Board Members and Trustees

NameTitle
Roseann RobillardPresident
Nancy GumpVice President
Barbara SomersDirector
Brenda SweenyDirector
Colleen Ranshaw-fiorelloDirector
Corinne LachariteDirector
Edward IrvinDirector
G Dean CleghornDirector
Grace Ann SteedDirector
Grace LaganaDirector
H Crowell FreemanDirector
Joanne SheehanDirector
John SimonsDirector
Judith PostDirector
Lee ThorntonDirector
Maurice E BalboniDirector
Pamela BlaquiereDirector
Rev Ennis DuffisDirector
Sandra LevinDirector
Laura Dillingham-mailmanClerk
Michael RurakTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Multicultural Homecare INCSub-contract Services To Elders-$5,619,188
Home Care INCSub-contract Services To Elders-$4,992,995
Bring Care Home INCSub-contract Services To Elders-$4,382,563
Commonwealth Nursing ServicesSub-contract Services To Elders-$2,046,935
Personal Touch Home Aides INCSub-contract Services To Elders-$1,998,354
Revenue and Support

Revenue Composition

Contributions and Grants
$192,068
Program Service Revenue
$53,864,614
Investment Income
$-393,279
Other Revenue
$105,666
All Other Contributions
$101,248
Change in Net Assets
$761,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,215,035
Revenue Not Reported on Financial Statements
$-445,966
Revenue Not Reported on Form 990
$125,472
Other Revenue Adjustments
$-445,966
Total Revenue per Audited Statements
$54,340,507
Total Revenue per Form 990
$53,769,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,769,915
Salaries, Compensation, and Employee Benefits$14,831,797
Grants and Similar Amounts Paid$1,406,258
Total Fundraising Expense$37,639
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,988,534$1,961,060$8,467$11,958,061
Other Employee Benefits$1,378,087$266,049$1,332$1,645,468
Grants to Domestic Orgs$1,406,258--$1,406,258
Payroll Taxes$716,302$136,674$618$853,594
Occupancy$442,248$115,771$298$558,317
Office Expenses$209,042$300,411$11,628$521,081
Pension Plan Contributions$292,360$81,978$336$374,674
Information Technology$39,341$288,041$1,875$329,257
Travel$275,854$7,341$116$283,311
Conferences and Meetings$112,462$56,123$1,539$170,124
Depreciation Depletion$14,993$118,368-$133,361
Insurance$90,651$12,063$16$102,730
Other Expenses$56,503--$56,503
Fees for Services Accounting-$52,500-$52,500
Advertising$18,927$13,125$11,414$43,466
All Other Expenses$7,371$35,430-$42,801
Fees for Services Legal$26,084--$26,084
Fees for Services Other-$8,683-$8,683
Total Functional Expenses$49,516,714$3,453,617$37,639$53,007,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$53,528,173
Expenses per Audited Statements$53,007,970
Total Expenses per Form 990$53,007,970
Expenses Not Reported on Form 990$520,203
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2373134-501(c)(3)Operating Support$794,108
04-2104298-501(c)(3)Operating Support$226,527
04-2701631-501(c)(3)Operating Support$95,000
23-7381007-501(c)(3)Operating Support$78,910
04-2545236-501(c)(3)Operating Support$35,000
23-7304163-501(c)(3)Operating Support$31,875
04-2545220-501(c)(3)Operating Support$31,250
04-2542539-501(c)(3)Operating Support$31,250
04-2608708-501(c)(3)Operating Support$30,000
04-2854358-501(c)(3)Operating Support$22,467
04-2104325-501(c)(3)Operating Support$17,792
22-2702774-501(c)(3)Operating Support$6,746
04-2103812-501(c)(3)Operating Support$5,333
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,775
Fundraising Gross Income$32,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$63,270$20,233$20,233$0
Event 2$44,500$12,542$12,542$0
Total Events$123,595$32,775$32,775$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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 B, Line 11

“The form 990 is reviewed by the top financial official. Once all comments have been addressed, a copy of the form 990 is distributed to every member of the board of directors for review. Any comments are addressed and the final form 990 is redistributed to the full board, if necessary, and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, board members and staff are required to file with the board a statement disclosing his or her personal, business or organizational interests and affiliations. When any such affiliation becomes relevant in the making of any board decision, the director having the conflict shall call it to the attention of the board and that director shall not vote on the matter and shall not use personal influence.”

Form 990, Part VI, Section B, Line 15A

“Salaried employees are placed on a salary scale which determines their salary range. They receive raises based upon an annual review. The board determines the salary for the executive director.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available to the public upon request. In addition, the organization's form 990 is available via guidestar and the massachusetts attorney general's website.”

Filing and Contact Details

Filer

EIN
04-2545136
Phone
9786837747

Signing Officer

Name
Rosanne Distefano
Title
Executive Director
Phone
9786837747
Signed
2015-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosanne Distefano
Formed
1974
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
21
Employees
306
Volunteers
257

Preparer

Preparer
Michael Hinchey
Phone
7813562000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no changes from the prior year in the methods used by the committee responsible for oversight of the audit of the financial statements and selection of an independent accountant.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization is responsible as the custodian for certain elder client accounts. Those clients are not deemed legally competent to manage their own funds.”

PART X, LINE 2:

“The organization accounts for uncertain tax positions in accordance with fasb asc topic accounting for uncertainty in income taxes. The topic prescribes a recognition threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The topic also provides guidance on recognition, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Management believes the organization has no material uncertainties in income taxes.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expenses -32,775. Loss on disposal of assets -413,191.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense reported on form 990 32,775. Loss on disposal of assets 413,191.”

Raw XML AppendixShowing 400 of 912 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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IRS990/Form990PartVIISectionAGrp/PersonNm3CORINNE LACHARITE
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDITH POST
IRS990/Form990PartVIISectionAGrp/PersonNm5JOANNE SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN SIMONS
IRS990/Form990PartVIISectionAGrp/PersonNm7BARBARA SOMERS
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IRS990/Form990PartVIISectionAGrp/PersonNm11PAMELA BLAQUIERE
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IRS990/Form990PartVIISectionAGrp/PersonNm13GRACE LAGANA
IRS990/Form990PartVIISectionAGrp/PersonNm14SANDRA LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm15COLLEEN RANSHAW-FIORELLO
IRS990/Form990PartVIISectionAGrp/PersonNm16BRENDA SWEENY
IRS990/Form990PartVIISectionAGrp/PersonNm17ROSANNE DISTEFANO
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM CHRISEMER
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IRS990/Form990PartVIISectionAGrp/PersonNm24JOAN HATEM-ROY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASST EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASST EXEC. DIRECTOR
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt090820
IRS990/FundraisingDirectExpensesAmt032775
IRS990/FundraisingGrossIncomeAmt032775
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IRS990/GainOrLossGrp/SecuritiesAmt0-2988
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/OtherExpensesGrp/Desc0SUBCONTRACT PROGRAM SER
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2PROGRAM ACTIVITIES & SU
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IRS990/OtherExpensesGrp/ProgramServicesAmt1120560
IRS990/OtherExpensesGrp/ProgramServicesAmt257329
IRS990/OtherExpensesGrp/ProgramServicesAmt356503
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IRS990/OtherExpensesGrp/TotalAmt1120560

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,570,175
Liabilities
$5,315,168
Net assets
$8,255,007
Revenue
$53,769,069
Expenses
$53,007,970
Net income
$761,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.5$29.3$36.2$134$128$5.72
2023Detailed filing. Detailed filing data is available for this year.$52.3$22.0$30.3$114$113$1.72
2022Detailed filing. Detailed filing data is available for this year.$46.5$18.0$28.5$108$101$6.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$19.6$21.7$97.5$93.0$4.51
2020Detailed filing. Detailed filing data is available for this year.$36.5$19.4$17.1$97.9$97.5$0.40
2019Detailed filing. Detailed filing data is available for this year.$28.0$12.2$15.8$75.6$72.6$3.03
2018Detailed filing. Detailed filing data is available for this year.$24.2$11.4$12.8$69.3$67.4$1.88
2017Detailed filing. Detailed filing data is available for this year.$20.1$9.23$10.9$64.1$62.7$1.40
2016Detailed filing. Detailed filing data is available for this year.$17.7$8.23$9.47$60.4$59.5$0.90
2015Detailed filing. Detailed filing data is available for this year.$16.9$8.33$8.55$57.7$57.3$0.34
2014Detailed filing. Detailed filing data is available for this year.$13.6$5.32$8.26$53.8$53.0$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$5.57$7.44$47.2$45.4$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$4.05$5.68$41.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$3.68$6.48$37.2