TY 2016 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 6 INSTITUTE ROAD WORCESTER,MA01609	04-2791448	3	58,000	ELDER HOME REPAIR
(2) CENTRO LAS AMERICAS 11 SYCAMORE ST WORCESTER,MA01608	04-2714991	3	36,308	LATINO ELDER OUTREAC
(3) JEWISH FAMILY SERVICES 646 SALISBURY ST WORCESTER,MA01609	04-2104350	3	50,000	GUARDIANSHIP
(4) COMMUNITY LEGAL AID 405 MAIN ST WORCESTER,MA01608	04-2446242	3	115,000	LEGAL ASSISTANCE
(5) LEOMINSTER SPANISH AMERICAN CENTER 112 SPRUCE ST LEOMINSTER,MA01453	04-2761759	3	29,757	INFO & ASSISTANCE
(6) MAB COMMUNITY SERVICES 799 W BOYLSTON ST WORCESTER,MA01606	04-2109859	3	10,672	VISION REHAB
(7) MONTACHUSETT OPPORTUNITY COUNCIL 133 PRICHARD ST FITCHBURG,MA01420	04-2401111	3	368,434	ELDERLY NUTRITION
(8) NEW ENGLAND HOMES FOR THE DEAF 154 WATER ST DANVERS,MA01923	04-2104760	3	5,418	SENIOR DROP IN CTR
(9) WORCESTER SENIOR CENTER 128 PROVIDENCE ST WORCESTER,MA01604	04-6001418		10,912	OSTEOPOROSIS PREVENT
(10) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	3	475,193	ELDERLY NUTRITION
(11) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	3	22,662	CRISIS INTERVENTION
(12) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	3	8,526	MONEY MANAGEMENT
(13) ELDER SERVICES OF WORCESTER 67 MILLBROOK ST WORCESTER,MA01606	04-2545221	3	105,673	CAREGIVER SUPPORT
(14) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	3	23,480	CRIS INTERVENTION
(15) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	3	10,002	MONEY MANAGEMENT
(16) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	3	74,718	CAREGIVER SUPPORT
(17) MONTACHUSETT HOME CARE CORP 680 MECHANIC ST LEOMINSTER,MA01453	04-2551175	3	193,063	LTC OMBUDSMAN
(18) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	319,954	ELDERLY NUTRITION
(19) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	25,463	CRISIS INTERVENTION
(20) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	8,663	MONEY MANAGEMENT
(21) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	79,256	CAREGIVER SUPPORT
(22) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	79,385	LTC OMBUDSMAN
(23) TRI VALLEY INC 10 MILL ST DUDLEY,MA01571	04-2594201	3	8,895	HEALTHY LIVING
(24) MA COLLEGE OF PHARMACY & HEALTH SCI 19 FOSTER ST WORCESTER,MA01608	04-2104700	3	12,474	MEDICATION MGMT

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; 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; 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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