Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE BLANCHARD MEANS FOUNDATION INC
Employer identification number
04-3404698
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
31,512
73,623
13,350
118,485
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
16,930
16,930
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
48,442
73,623
13,350
135,415
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
135,415
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
48,442
73,623
13,350
135,415
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
553
275
1,252
2,056
2,003
6,139
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
553
275
1,252
2,056
2,003
6,139
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
48,995
73,898
14,602
2,056
2,003
141,554
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
95.660 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
84.220 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
4.340 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
15.780 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE BLANCHARD MEANS FOUNDATION INC
Employer identification number
04-3404698
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 8B
SUBCOMMITTEES OF BMF'S BOARD OF DIRECTORS PROVIDE RECOMMENDATIONS AND ASSISTANCE TO THE GOVERNING BODY FOR FORMAL VOTE OF THE GOVERNING BODY ONLY ON BEHALF OF THE ORGANIZATION. SUBCOMMITTEES OF THE FULL BOARD DO NOT HAVE VOTING AUTHORITY TO ACT INDEPENDENTLY ON BEHALF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11
FORM 990 WILL BE DISTRIBUTED TO EACH DIRECTOR DURING A REGULAR MEETING. THE CONTENTS WILL BE DETAILED BY THE CEO AND A VOTE WILL BE RECORDED TO DENOTE ACCEPTANCE OF THE ITS CONTENTS AND TO AUTHORIZE FORMAL FILING OF THE DOCUMENT BY BLUM, SHAPIRO & COMPANY P.C.
FORM 990, PART VI, SECTION B, LINE 12C
BOARD MEMEBERS AND OFFICERS SIGN THE CONFLICT OF INTEREST POLICY AND A STATEMENT INDICATING INTERESTS THAT COULD GIVE RISE TO CONFLICTS EACH YEAR.
FORM 990, PART VI, SECTION B, LINE 15
IN NOVEMBER OF EACH FISCAL YEAR AS SCHEDULED BY THE RRI BOARD OF DIRECTORS, CEO EVALUATION AND COMPENSATION REVIEW IS PROCESSED AS INITIATED BY THE RRI BOARD OF DIRECTORS. AGENCY WIDE STRATEGIC GOALS ARE PRESENTED TO THE BOARD OF DIRECTORS BY THE CEO FOR THIS PROCESS WHICH OUTLINES THE PRIOR YEAR'S ORGANIZATIONAL AND STRATEGIC GOALS SET, OUTCOMES AND ACCOMPLISHMENTS, AS WELL AS DETAILING THE IDENTIFIED GOALS FOR THE FOLLOWING TWELVE MONTH PERIOD. THE PREVIOUS REVIEW GOALS FOR THE CEO ARE SUBMITTED WITH THE RESULTING OUTCOMES. IN TANDEM WITH THE CEO REVIEW PROCESS, THE DIRECTOR OF HUMAN RESOURCES AND THE CHIEF FINANCIAL OFFICER PREPARE AN ANALYSIS OF CEO COMPENSATION DISCLOSURES FOR A MINIMUM OF FIVE NOT-FOR-PROFIT ORGANIZATIONS IN THE COMMONWEALTH OF MASSACHUSETTS WITH CRITERIA OF LIKE ANNUAL REVENUE AND LIKE MISSION FOR COMPARISON. A FULL COMPARATIVE ANALYSIS IS PREPARED OUTLINTING COMPENSATION AND BENEFIT PLAN CONTRIBUTIONS FOR A PERIOD OF THREE YEARS FOR ALL ORGANIZATIONS SELECTED TO INCLUDED RRI, UTILIZING FORM 990 DISCLOSURES AS PUBLISHED THROUGH GUIDESTAR AND THE OFFICE OF THE ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS. THE RRI BOARD OF DIRECTOR'S, IN FORMAL EXECUTIVE SESSION, REVIEWS THE COMPARABILITY DATA PREPARED. COMPENSATION AND/OR BENEFIT INCREASES ARE APPROVED THROUGH FORMAL AND RECORDED VOTE OF THE BOARD OF DIRECTOR'S. COMPENSATION FOR THE CEO IS THEN PROCESSED BY THE CFO AS AUTHORIZED AND DIRECTED BY THE PRESIDENT OF THE BOARD OF DIRECTORS. RRI IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTOR'S WHO DO NOT RECEIVE ANY FORM OF COMPENSATION. KEY EMPLOYEE AND UPPER MANAGEMENT COMPENSATION IS APPROVED BY THE CEO. RRI PARTICIPATES IN ANNUAL NOT-FOR-PROFIT COMPENSATION SURVEYS THROUGH THE MASS COUNCIL OF HUMAN SERVICE PROVIDERS, THE ASSOCIATION FOR DEVELOPMENTAL DISABILITY PROVIDERS AND THROUGH ITS MEMBERSHIP WITH THE EMPLOYER'S ASSOCIATION OF NEW ENGLAND, INC. TO SET BASELINES AND COMPARABILITY OF SALARY FOR UPPER MANAGEMENT AND KEY PERSONNEL. SALARIES ARE DETERMINED AT POINT OF HIRE UTILIZING THE SURVEY TOOLS AS WELL AS EDUCATIONAL ACHIEVEMENT TO DETERMINE PREVAILING RATES, IN UNISON WITH THE FISCAL ABILITY OF THE ORGANIZATION. SALARIES ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO, CFO AND DIRECTOR OF HUMAN RESOURCES AND CHANGES ARE MADE AS THE FISCAL POSITION AND FUNDING COMMITMENTS OF THE ORGANIZATION ALLOW.
FORM 990, PART VI, SECTION C, LINE 18
FORM 990 WILL BE MAINTAINED ON FILE AT THE ADMINISTRATIVE FACILITY AND THEREFORE ACCESSIBLE FOR INSPECTION AS REQUESTED. PROPER IDENTIFICATION OF REVIWER WILL BE DOCUMENTED UPON REQUEST OF INSPECTION AND AS APPROVED BY THE CEO.
FORM 990, PART VI, SECTION C, LINE 19
FORMS WILL BE MAINTAINED AT THE ADMINISTATIVE FACILITY OF THE ORGANIZATION LOCATED AT 1 PICKER ROAD, STURBRIDGE, MA AND THEREFORE ACCESSIBLE FOR INSPECTION AS REQUESTED. PROPER IDENTIFICATION OF REVIWER WILL BE DOCUMENTED UPON REQUEST OF INSPECTION AND AS AUTHORIZED BY THE CEO.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.