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Nonprofiteer
← HORACE MANN EDUCATIONAL ASSOCIATES INC

Form 990 for tax year 2023

Filed by HORACE MANN EDUCATIONAL ASSOCIATES INC.

Totals

Total revenue
$44,317,459
Total expenses
$42,417,016
Contributions and grants received
$1,022,500
Grants paid
$0
Program service revenue
$43,146,976
Investment income
$215,620
Other revenue
-$67,637
Total assets, end of year
$32,715,798
Total liabilities, end of year
$14,325,226
Net assets or fund balances, end of year
$18,390,572
Program services expenses (Part IX)
$36,343,654
Management and general expenses
$5,337,617
Fundraising expenses
$735,745
Program service expenses (Part III)
$36,343,654

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $112,581

  • 1e · Government grants (contributions)

    $315,980

  • 1f · All other contributions, gifts and grants

    $593,939

  • 1g · Noncash contributions included above

    $593,939

  • 2a · Program service revenue: CONTRACT REVENUE

    total $29,719,159 · related or exempt $29,719,159

  • 2b · Program service revenue: MEDICAID PAYMENTS

    total $7,221,381 · related or exempt $7,221,381

  • 2c · Program service revenue: LOCAL GOVERNMENT REV.

    total $2,775,428 · related or exempt $2,775,428

  • 2d · Program service revenue: CLIENT RESOURCES

    total $1,783,842 · related or exempt $1,783,842

  • 2e · Program service revenue: THIRD PARTY REVENUE

    total $1,632,440 · related or exempt $1,607,590 · unrelated business $24,850

  • 2f · All other program service revenue

    total $14,726 · related or exempt $14,726

  • 3 · Investment income

    total $300,984 · excluded $300,984

  • 7a · Gross sales of assets other than inventory

    securities $729,895

  • 7b · Less cost or other basis and sales expenses

    securities $651,291 · other assets $163,968

  • 7c · Gain or loss

    securities $78,604 · other assets -$163,968

  • 7d · Net gain or loss

    total -$85,364 · excluded -$85,364

  • 8a · Fundraising events: gross income

    $40,990

  • 8a · Fundraising events: contributions included on line 1c

    $112,581

  • 8b · Fundraising events: direct expenses

    $108,627

  • 8c · Net income from fundraising events

    total -$67,637 · excluded -$67,637

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $266,830 · program services $16,830 · management and general $250,000

  • 7 · Other salaries and wages

    total $22,183,477 · program services $21,828,825 · management and general $247,188 · fundraising $107,464

  • 8 · Pension plan contributions

    total $170,653 · program services $182,369 · management and general -$13,278 · fundraising $1,562

  • 9 · Other employee benefits

    total $1,930,500 · program services $1,839,183 · management and general $90,994 · fundraising $323

  • 10 · Payroll taxes

    total $2,027,468 · program services $1,940,700 · management and general $76,989 · fundraising $9,779

  • 11b · Fees: legal

    total $43,546 · management and general $43,546

  • 11c · Fees: accounting

    total $84,000 · management and general $84,000

  • 11e · Fees: professional fundraising services

    total $82,000 · fundraising $82,000

  • 11f · Fees: investment management

    total $22,329 · management and general $22,329

  • 11g · Fees: other

    total $2,031,901 · program services $1,205,764 · management and general $757,250 · fundraising $68,887

  • 12 · Advertising and promotion

    total $36,649 · program services $1,277 · management and general $35,372

  • 13 · Office expenses

    total $1,056,349 · program services $287,149 · management and general $703,353 · fundraising $65,847

  • 16 · Occupancy

    total $3,642,086 · program services $3,180,262 · management and general $405,152 · fundraising $56,672

  • 17 · Travel

    total $929,366 · program services $912,493 · management and general $16,665 · fundraising $208

  • 19 · Conferences, conventions and meetings

    total $33,156 · program services $26,852 · management and general $2,897 · fundraising $3,407

  • 20 · Interest

    total $93,367 · program services $93,367

  • 21 · Payments to affiliates

    total $2,565,059 · management and general $2,350,422 · fundraising $214,637

  • 22 · Depreciation, depletion and amortization

    total $733,663 · program services $629,267 · management and general $76,297 · fundraising $28,099

  • 23 · Insurance

    total $63,672 · program services $2,664 · management and general $60,933 · fundraising $75

  • 24a · Other expenses: CLIENT STIPENDS

    total $3,748,068 · program services $3,741,215 · fundraising $6,853

  • 24b · Other expenses: FOOD

    total $337,787 · program services $327,315 · management and general $8,814 · fundraising $1,658

  • 24c · Other expenses: SUPPLIES

    total $183,100 · program services $95,624 · management and general $3,116 · fundraising $84,360

  • 24d · Other expenses: OTHER EXPENSES

    total $78,479 · program services $6,357 · management and general $72,122

  • 24e · All other expenses

    total $73,511 · program services $26,141 · management and general $43,456 · fundraising $3,914

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,462,068 · end of year $6,764,113

  • 4 · Accounts receivable

    beginning of year $3,453,085 · end of year $5,410,388

  • 9 · Prepaid expenses and deferred charges

    beginning of year $394,437 · end of year $671,465

  • 10a · Land, buildings and equipment: cost or other basis

    $20,524,871

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,596,904

  • 10c · Land, buildings and equipment, net

    beginning of year $9,366,021 · end of year $9,927,967

  • 11 · Investments: publicly traded securities

    beginning of year $2,758,869 · end of year $3,039,796

  • 12 · Investments: other securities

    beginning of year $1,261,487 · end of year $1,451,161

  • 15 · Other assets

    beginning of year $6,137,523 · end of year $5,450,908

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,103,934 · end of year $3,798,418

  • 19 · Deferred revenue

    beginning of year $1,038,862 · end of year $385,406

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,610,626 · end of year $2,309,303

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $167,687

  • 25 · Other liabilities

    beginning of year $7,729,846 · end of year $7,664,412

  • 27 · Net assets without donor restrictions

    beginning of year $15,989,884 · end of year $18,088,614

  • 28 · Net assets with donor restrictions

    beginning of year $360,338 · end of year $301,958

Mission and programs · 2023

Mission

TO TEACH, SUPPORT AND EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO LIVE MEANINGFUL LIVES OF THEIR CHOICE.

  • RESIDENTIAL SUPPORTSHMEA PROVIDES A VARIETY OF RESIDENTIAL OPTIONS WHICH ENABLE A PERSON TO LIVE IN AND BECOME PART OF THEIR COMMUNITY. INDIVIDUALS MAY CHOOSE WITH WHOM AND WHERE THEY WOULD LIKE TO LIVE. THE FOCUS IS ON INDIVIDUALLY DESIGNED SERVICES AND SUPPORT THAT PROVIDE BALANCE BETWEEN A SOCIAL LIFE, SKILL ACQUISITION AND PHYSICAL HEALTH. RESIDENTIAL OPTIONS INCLUDE: - SHARED LIVING- SUPPORTED LIVING- ROOMMATE MATCHING- 24/7 GROUP HOME SUPPORT

    Expenses $19,834,944 · Revenue $22,965,055

  • DAY SUPPORTSHMEA PROVIDES A VARIETY OF EMPLOYMENT AND DAY HABILITATION PROGRAMS TO INDIVIDUALS OVER THE AGE OF 22 WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. THE GOAL OF THESE PROGRAMS IS TO PROVIDE PRODUCTIVE AND INCLUSIVE OPPORTUNITIES THAT MATCH EACH INDIVIDUAL'S NEEDS AND ABILITIES. EMPLOYMENT PROGRAMS OFFER INDIVIDUALIZED SERVICES AND SUPPORT THAT RECOGNIZE VOCATIONAL INTERESTS, SOCIAL DEVELOPMENT AND LEARNING STYLES. SERVICES INCLUDE ASSESSMENT, JOB IDENTIFICATION, JOB COACHING, TRANSITIONAL SERVICES FOR SCHOOL TO WORK PROGRAMS AND EVALUATION. DAY HABILITATION PROGRAMS SERVE THOSE INDIVIDUALS WHO DO NOT HAVE A DESIRE TO WORK OR HAVE MORE INTENSIVE MEDICAL NEEDS THAT PROHIBIT EMPLOYMENT. THESE PROGRAMS FOCUS ON PROVIDING COMMUNITY-BASED VOLUNTEER OPPORTUNITIES; AS WELL AS SOCIAL AND RECREATIONAL ACTIVITIES.

    Expenses $8,712,735 · Revenue $11,627,173

  • CHILDREN'S SERVICESTHE CHILDREN'S SERVICES DIVISION INSURES THAT CHILDREN WITH DEVELOPMENTAL/INTELLECTUAL DISABILITIES ARE SUPPORTED WITHIN THEIR FAMILY AND COMMUNITY BY PROVIDING EDUCATION, CONSULTATION AND INFORMATION THAT MEETS THE UNIQUE NEEDS OF EACH CHILD AND FAMILY. THE PROGRAM ALSO PROVIDES SUPPORT THROUGH EARLY INTERVENTION FOR CHILDREN WITH AUTISM; IN-SCHOOL OR IN-HOME SUPPORTS FOR CHILDREN WITH AUTISM OR PDD AND PARENT TRAINING. THE DARNELL SCHOOL PROVIDES INTENSIVE EDUCATIONAL SERVICES TO CHILDREN AGES 9-22 YEARS WITH AN AUTISM SPECTRUM DISORDER, DEVELOPMENTAL DISABILITY AND/OR BEHAVIORAL CHALLENGES.

    Expenses $4,437,265 · Revenue $4,706,717

  • OTHER PROGRAM SERVICES THAT HMEA PROVIDES INCLUDE FAMILY SUPPORT SERVICES AND TECHACCESS- ASSISTIVE TECHNOLOGY SERVICES. FAMILY SUPPORT SERVICES PROVIDES FAMILIES CARING FOR THEIR LOVED ONES WITH DISABILITIES, CHOICES THAT ALLOW THEM TO REMAIN IN THE COMFORT OF THEIR HOME AND FAMILIAR NEIGHBORHOOD. THIS PROGRAM ENCOURAGES THE USE OF LOCAL COMMUNITY RESOURCES TO MEET THE NEEDS OF A CHILD WITH A DISABILITY AND THE NEEDS OF THEIR FAMILY MEMBERS. TECHACCESS ASSISTIVE TECHNOLOGY SERVICES PROMOTES AND SUPPORTS EFFECTIVE ACCESS TO AND APPLICATION OF TECHNOLOGIES, WHICH ASSIST INDIVIDUALS WITH DISABILITIES TO ATTAIN MAXIMUM INDEPENDENCE, INTEGRATION AND PRODUCTIVITY IN ALL ASPECTS OF LIFE.

    Expenses $3,358,710 · Revenue $3,823,181

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Katie Hauser

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Katie Goode

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Mark O'Reilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carla Cataldo

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Kristine Biagiotti-Bridge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kevin R Gould

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charlene McEntee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jaya Pandey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael J Quink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Sheridan

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Darren Tong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patricia Vinter

    DIRECTOR (UNTIL 5/24)

    Total calculated
    $0
    Hours/week
    2

  • Steve Wallace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Daniel Weir

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ron Zullo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christine Hubbard

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Jessica Kemp

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Gary Bubly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alexander Fidalgo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charlene Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Richard Mark Rovner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dennis Millner Hanley

    ASSISTANT CLEARK

    Total calculated
    $0
    Hours/week
    2

  • Eddy Frazier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kay H Hodge Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jule Noack

    CEO & PRESIDENT

    Total calculated
    $371,483
    From this org
    $349,628
    From related orgs
    $0
    Other
    $21,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,279
    Bonus
    $36,000
    Other
    $30,349
    Deferred
    $21,855
    Nontaxable benefits
    $0
    Filer's total
    $371,483

  • Nancy McDonald

    CFO

    Total calculated
    $173,330
    From this org
    $155,374
    From related orgs
    $0
    Other
    $17,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $106,540
    Bonus
    $30,050
    Other
    $18,784
    Deferred
    $17,956
    Nontaxable benefits
    $0
    Filer's total
    $173,330

  • Diane Gould

    PRESIDENT

    Total calculated
    $344,463
    From this org
    $0
    From related orgs
    $324,733
    Other
    $19,730
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $303,989 related
    Bonus
    $0
    Other
    $0 + $20,744 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,730 related
    Filer's total
    $0 + $344,463 related

  • Michele Mayer

    CLO

    Total calculated
    $184,021
    From this org
    $165,874
    From related orgs
    $0
    Other
    $18,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,075
    Bonus
    $30,025
    Other
    $16,774
    Deferred
    $15,035
    Nontaxable benefits
    $3,112
    Filer's total
    $184,021

  • Luis Jorge

    VP

    Total calculated
    $173,932
    From this org
    $160,700
    From related orgs
    $0
    Other
    $13,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $98,553
    Bonus
    $50,439
    Other
    $11,708
    Deferred
    $10,526
    Nontaxable benefits
    $2,706
    Filer's total
    $173,932

  • Michelle Donohue

    SR. VP

    Total calculated
    $150,465
    From this org
    $125,627
    From related orgs
    $0
    Other
    $24,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $83,000
    Bonus
    $30,075
    Other
    $12,552
    Deferred
    $12,455
    Nontaxable benefits
    $12,383
    Filer's total
    $150,465

  • Melissa Lewis

    VP

    Total calculated
    $196,002
    From this org
    $179,002
    From related orgs
    $0
    Other
    $17,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,487
    Bonus
    $39,050
    Other
    $9,465
    Deferred
    $9,103
    Nontaxable benefits
    $7,897
    Filer's total
    $196,002

  • Courtney Tanski

    VP

    Total calculated
    $129,008
    From this org
    $127,708
    From related orgs
    $0
    Other
    $1,300
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
THE ORGANIZATION MAINTAINS A NON-QUALIFIED RETIREMENT PLAN UNDER SECTION 457(F) FOR CERTAIN MANAGEMENT EMPLOYEES. THE PLAN IS FUNDED THROUGH BOTH EMPLOYEE AND EMPLOYER CONTRIBUTIONS. THE ASSETS OF THE 457(F) PLAN ARE INVESTED IN A COMBINATION OF FIXED RATE ANNUITY INVESTMENT ACCOUNTS AND MUTUAL FUNDS IN THE ORGANIZATION'S NAME WITH THE PLAN'S TRUSTEE. THESE ASSETS ARE INCLUDED IN INVESTMENTS AND OTHER LONG-TERM LIABILITIES ON THE STATEMENTS OF FINANCIAL POSITION. JULIE NOACK RECEIVED A SEVERANCE PAYMENT OF $XX,XXX IN CALENDAR 2023.
PART I, LINE 7
NEED STATEMENT

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ADVOCATES PROPERTIES INC

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • ADVOCATES CO-OPS CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • GREAT ROAD PROPERTIES

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • ADVOCATES NATICK VILLAGE CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • ADVOCATESALLIANCE VERNON ST CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • ALTERNATIVE HOME INC

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA

    Directly controlled by ADVOCATES INC

  • BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC

    501(C)(4) · PROVIDES BEHAVIORAL HEALTH SERVICES. · MA

    Directly controlled by ADVOCATES INC

  • ADVOCATES INC

    501(C)(3) · PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. · MA

  • FCP INC

    501(C)(3) · COUNSELING, SUPPORT · MA

    Directly controlled by ADVOCATES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BHMS INVESTMENT CORP

    C · PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. · MA

    Directly controlled by BEHAVIORAL HEALTH MANAGEMENT

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349309660

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