TY 2019 Form 990 Schedule I

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) CENTRAL MA HOUSING ALLIANCE 7-11 BELLEVUE ST WORCESTER,MA01609	04-2791448	501C3	54,245	ELDER HOME REPAIR
(2) JEWISH FAMILY SERVICES 646 SALISBURY ST WORCESTER,MA01609	04-2104350	501C3	62,000	GUARDIANSHIP
(3) COMMUNITY LEGAL AID 405 MAIN ST WORCESTER,MA01608	04-2446242	501C3	182,528	LEGAL ASSISTANCE
(4) LEOMINSTER SPANISH AMERICAN CENTER 112 SPRUCE ST LEOMINSTER,MA01453	04-2761759	501C3	30,000	INFO & ASSISTANCE
(5) MONTACHUSETT OPPORTUNITY COUNCIL 133 PRICHARD ST FITCHBURG,MA01420	04-2401111	501C3	429,588	ELDERLY NUTRITION
(6) MONTACHUSETT OPPORTUNITY COUNCIL 133 PRICHARD ST FITCHBURG,MA01420	04-2401111	501C3	55,945	NSIP
(7) NEW ENGLAND HOMES FOR THE DEAF 154 WATER ST DANVERS,MA01923	04-2104760	501C3	7,535	SENIOR DROP IN CTR
(8) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	501C3	533,538	ELDERLY NUTRITION
(9) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	501C3	230,419	NSIP
(10) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	501C3	30,162	CRISIS INTERVENTION
(11) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	501C3	7,247	MONEY MANAGEMENT
(12) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	501C3	130,494	CAREGIVER SUPPORT
(13) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	501C3	30,980	CRIS INTERVENTION
(14) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	501C3	8,500	MONEY MANAGEMENT
(15) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	501C3	103,567	CAREGIVER SUPPORT
(16) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	501C3	19,420	LTC OMBUDSMAN
(17) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	76,287	NSIP
(18) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	365,535	ELDERLY NUTRITION
(19) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	32,963	CRISIS INTERVENTION
(20) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	8,305	MONEY MANAGEMENT
(21) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	109,024	CAREGIVER SUPPORT
(22) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	501C3	8,902	HEALTHY LIVING
(23) MA COLLEGE OF PHARMACY & HEALTH SCI 25 FOSTER ST WORCESTER,MA01608	04-2104700	501C3	11,660	MEDICATION MGMT
(24) YMCA 766 MAIN ST WORCESTER,MA01610	04-2105885	501C3	9,510	FITNESS
(25) WORCESTER STATE UNIVERSITY 486 CHANDLER ST WORCESTER,MA01602	04-2760551	501C3	27,350	INTERGENERATIONAL

Return Reference	Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2	FISCAL MONITORING: GRANTEES SUBMIT MONTHLY FINANCIAL REPORTS WHICH DETAIL PROGRAM EXPENDITURES AND REVENUES. BACK-UP DOCUMENTATION ACCOMPANIES THE FINANCIAL REPORT. A SPREADSHEET IS MAINTAINED THAT RECORDS MONTHLY REQUESTS MADE BY GRANTEES AND INSURES THAT GRANT REQUESTS DO NOT EXCEED TOTAL OBLIGATION. FISCAL ON- SITE MONITORING IS CONDUCTED ANNUALLY FOR ALL GRANTEES. A RANDOM MONTH IS SELECTED FOR REVIEW BY THE FISCAL DIRECTOR, AND ALL INVOICES OR BILLING DOCUMENTATION IS REVIEWED. PAYROLL RECORDS AND COST ALLOCATIONS ARE ALSO REVIEWED. FINDINGS ARE RECORDED ON A MONITORING SURVEY, AND A LETTER IS SENT TO THE GRANTEE OUTLINING THE RESULTS OF THE MONITORING. SHOULD A PROBLEM EXIST, THE GRANTEE IS GIVEN A SPECIFIC TIMELINE TO CORRECT THE DISCREPANCY. PROGRAM MONITORING: RELEVANT INFORMATION FOR MONITORING INCLUDES: 1) EVIDENCE DOCUMENTING PROGRESS TOWARD ATTAINMENT OF THE SERVICE OBJECTIVES OUTLINED IN THE SERVICE PROVISION AGREEMENT, AS WELL AS INFORMATION DEMONSTRATING THAT CLIENTS HAVE BEEN GIVEN AN OPPORTUNITY TO MAKE A DONATION TO HELP SUPPORT THE EXTENSION OF PROGRAM SERVICES; 2) COMPLETION OF AN ACCEPTABLE CLIENT SATISFACTION SURVEY OR PROGRAM EVALUATION; AND 3) EVIDENCE OF PROVISION OF PROGRAM PROVIDED TO EACH CLIENT. ON-SITE MONITORING MAY ALSO INCLUDE: 1) INTERVIEWS WITH BOTH DIRECT SERVICE AND SUPERVISORY STAFF; 2) REVIEW OF CLIENT FILES; 3) VISITS TO BOTH ADMINISTRATIVE AND DIRECT SERVICE LOCATIONS. FOR THE NUTRITION PROGRAMS, UNANNOUNCED VISITS ARE MADE TO THREE MEAL SITES IN EACH PROJECT AREA. AN ANNUAL VISIT IS MADE TO PROJECT ADMINISTRATION TO REVIEW RECORDS AND RESULTS OF KITCHEN MONITORING UNDERTAKEN BY PROJECT STAFF AND DISCUSS ANY PROBLEMS DISCOVERED DURING MEAL SITE AND HDM MONITORING. COPIES OF MONITORING REPORTS ARE PROVIDED TO GRANTEES AND KEPT ON FILE AS PART OF THE ORGANIZATION'S RECORD OF PROGRAM PERFORMANCE.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

FISCAL MONITORING: GRANTEES SUBMIT MONTHLY FINANCIAL REPORTS WHICH DETAIL PROGRAM EXPENDITURES AND REVENUES. BACK-UP DOCUMENTATION ACCOMPANIES THE FINANCIAL REPORT. A SPREADSHEET IS MAINTAINED THAT RECORDS MONTHLY REQUESTS MADE BY GRANTEES AND INSURES THAT GRANT REQUESTS DO NOT EXCEED TOTAL OBLIGATION. FISCAL ON- SITE MONITORING IS CONDUCTED ANNUALLY FOR ALL GRANTEES. A RANDOM MONTH IS SELECTED FOR REVIEW BY THE FISCAL DIRECTOR, AND ALL INVOICES OR BILLING DOCUMENTATION IS REVIEWED. PAYROLL RECORDS AND COST ALLOCATIONS ARE ALSO REVIEWED. FINDINGS ARE RECORDED ON A MONITORING SURVEY, AND A LETTER IS SENT TO THE GRANTEE OUTLINING THE RESULTS OF THE MONITORING. SHOULD A PROBLEM EXIST, THE GRANTEE IS GIVEN A SPECIFIC TIMELINE TO CORRECT THE DISCREPANCY. PROGRAM MONITORING: RELEVANT INFORMATION FOR MONITORING INCLUDES: 1) EVIDENCE DOCUMENTING PROGRESS TOWARD ATTAINMENT OF THE SERVICE OBJECTIVES OUTLINED IN THE SERVICE PROVISION AGREEMENT, AS WELL AS INFORMATION DEMONSTRATING THAT CLIENTS HAVE BEEN GIVEN AN OPPORTUNITY TO MAKE A DONATION TO HELP SUPPORT THE EXTENSION OF PROGRAM SERVICES; 2) COMPLETION OF AN ACCEPTABLE CLIENT SATISFACTION SURVEY OR PROGRAM EVALUATION; AND 3) EVIDENCE OF PROVISION OF PROGRAM PROVIDED TO EACH CLIENT. ON-SITE MONITORING MAY ALSO INCLUDE: 1) INTERVIEWS WITH BOTH DIRECT SERVICE AND SUPERVISORY STAFF; 2) REVIEW OF CLIENT FILES; 3) VISITS TO BOTH ADMINISTRATIVE AND DIRECT SERVICE LOCATIONS. FOR THE NUTRITION PROGRAMS, UNANNOUNCED VISITS ARE MADE TO THREE MEAL SITES IN EACH PROJECT AREA. AN ANNUAL VISIT IS MADE TO PROJECT ADMINISTRATION TO REVIEW RECORDS AND RESULTS OF KITCHEN MONITORING UNDERTAKEN BY PROJECT STAFF AND DISCUSS ANY PROBLEMS DISCOVERED DURING MEAL SITE AND HDM MONITORING. COPIES OF MONITORING REPORTS ARE PROVIDED TO GRANTEES AND KEPT ON FILE AS PART OF THE ORGANIZATION'S RECORD OF PROGRAM PERFORMANCE.

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