ACTION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACTION INC (EIN 04-2389332)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-03-04
- IRS object ID
- 202400649349300615
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-04T16:51:47-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042734675 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL DENNIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 WASHINGTON STREET STE 203 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042389332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTI | BusinessNameControlTxt |
| Phone | 9782821000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY HEGARTY-STECK | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9782821000 | PhoneNum |
| Signature | 2024-03-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGGY | PersonFirstNm |
| Person Last | HEGARTY-STECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BACIGALUPO CPA | PreparerPersonNm |
| PTIN | P01797572 | PTIN |
| Phone | 6172629898 | PhoneNum |
| Preparation | 2024-03-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PEGGY HEGARTY-STECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,180,947 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTIONINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ACTION INC. IS TO CREATE OPPORTUNITIES THAT PROMOTE A THRIVING CAPE ANN FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 109 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,956 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,044,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $744,742 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,607,411 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,125,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,775 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | $179,419 | PYOtherRevenueAmt |
| CY Other Revenue | $192,130 | CYOtherRevenueAmt |
| PY Total Revenue | $79,876,411 | PYTotalRevenueAmt |
| CY Total Revenue | $111,088,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,196,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,839,340 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $153,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,903,675 | PYOtherExpensesAmt |
| CY Other Expenses | $101,076,480 | CYOtherExpensesAmt |
| PY Total Expenses | $79,099,905 | PYTotalExpensesAmt |
| CY Total Expenses | $108,915,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $776,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,172,336 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,227,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,610,243 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,574,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,784,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,653,206 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,825,542 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ACTION INC. IS TO CREATE OPPORTUNITIES THAT PROMOTE A THRIVING CAPE ANN FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $98,302,074 | ExpenseAmt |
| Revenue | $103,214,554 | RevenueAmt |
| Desc | ENERGY MANAGEMENT - A LAW WAS ENACTED WHICH REQUIRED THAT LOW-INCOME RESIDENTIAL DEMAND-SIDE MANAGEMENT AND EDUCATION PROGRAMS BE IMPLEMENTED THROUGH THE LOW INCOME WEATHERIZATION NETWORK AND COORDINATED WITH ALL ELECTRIC AND GAS DISTRIBUTION COMPANIES IN THE STATE, WITH THE OBJECTIVE OF STANDARDIZING IMPLEMENATION. THE ENERGY MANAGEMENT PROGRAM, WHICH IS MAINLY THE LEAN PROGRAM WAS ESTABLISHED AMONG THE MEMBER AGENCIES OF THE LOW INCOME FUEL NETWORK TO PROVIDE THE SERVICES REQUIRED FOR IMPLEMENTING THE COORDINATION REQUIREMENTS OF THE STATUE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,417,676 | ExpenseAmt |
| Revenue | $3,521,047 | RevenueAmt |
| Desc | HOUSING - THE HOUSING PROGRAM PROVIDES HOUSING TO PEOPLE EXPERIENCING HOMELESSNESS ARE BELIEVED TO BE HOUSING READY AND ARE PROVIDED WITH PERMANENT HOUSING IMMEDIATELY AND WITH FEW TO NO PRECONDITIONS, BEHAVIORAL CONTINGENCIES, OR BARRIERS. ALL PARTICIPANTS HOUSED THROUGH THESE HOUSING PROGRAMS MUST MEET HUD'S DEFINITION OF CHRONICALLY HOMELESS. RENT IS ASSESSED FOR RESIDENTS WITH INCOME THAT IS PAID DIRECTLY TO ACTION INC. ACTION CURRENTLY HOUSES HOUSE 36 INDIVIDUAL AND 5 FAMILIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,244,721 | ExpenseAmt |
| Revenue | $2,244,721 | RevenueAmt |
| Desc | THE FUEL ASSISTANCE PROGRAM PROVIDES LOW-INCOME FAMILIES WITH ASSISTANCE TO PAY THEIR HEATING FUEL BILLS. THIS CRITICAL SERVICE SERVICE KEEPS THOUSANDS OF FAMILIES WARM EACH WINTER, AND STAFF ARE AVAILABLE TO ASSIST CLIENTS WITH THE APPLICATION PROCESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,127,672 | ExpenseAmt |
| Revenue | $1,335,811 | RevenueAmt |
| Desc | ALL OTHER ACCOMPLISHMENTS - OTHER PROGRAMS PROVIDE SERVICES SUCH AS; WEATHERIZATION, EMERGENCY SHELTER, THE YOUTH COMPASS PROGRAM FOR HIGH SCHOOL STUDENTS, EMPLOYMENT AND TRAINING, ADVOCACY, HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS, ETC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,127,672 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,335,811 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $106,092,143 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 180 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILLIAN CLUETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782821000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROGER LESCH | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA MURPHY | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET DRISCOLL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN WOOD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| FERNANDO DESOUZA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| COREEN HOWLAND | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GIAMANCO | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELISE SINAGRA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCY PREGENT | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE SHAROFF | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY BERKOWITZ | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY SULLIVAN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ORLANDO | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KARIN WADE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI JACKSON DEAN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA TAYLOR | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY HEGARTY-STECK | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $207,871 | $0 | $1,739 | ||
| ELLIOTT JACOBSON | |||||||
| DIRECTOR | 35.00 | Yes (X) | $212,853 | $0 | $1,174 | ||
| JENNIFER BELOFF | |||||||
| CHIEF PROGRAM OFFICER | 35.00 | Yes (X) | $132,242 | $0 | $12,016 | ||
| KENNETH KUDYM | |||||||
| CHIEF FINANCIAL OFFICER/VP OF FINANCE | 35.00 | Yes (X) | $139,029 | $0 | $11,446 | ||
| ALLISON LEX | |||||||
| CHIEF OPERATING OFFICER | 35.00 | Yes (X) | $105,328 | $0 | $21,350 | ||
| MARIE SANVITI | |||||||
| DIRECTOR OF ENERGY | 35.00 | $105,453 | $0 | $16,625 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $902,776 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | CompensationCompensationAmt |
|---|---|---|---|---|
| BREEN AND SULLIVAN | ||||
| 7 HEALY CT | DANVERS | MA | 01923 | $6,373,841 |
| COMPLETE COMFORT SYSTEMS | ||||
| 230 ESSEX STREET | HAVERHILL | MA | 01832 | $3,847,860 |
| COMMUNITY ENERGY SERVICES | ||||
| 92 FAUNCE CORNER RD | DARTMOUTH | MA | 02747 | $3,615,713 |
| DANIEL'S ELECTRIC | ||||
| 895 SALEM ST 2A | GROVELAND | MA | 01834 | $2,296,769 |
| PARADIGM PARTNERS | ||||
| 2 RICHDALE AVE | SOMERVILLE | MA | 02145 | $2,195,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $744,742 | AllOtherContributionsAmt |
| Total Contributions | $744,742 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $110,125,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,125,959 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,125,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,325 | TotalRevenueColumnAmt |
| Exclusion | $25,325 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $94,747 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,791 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,956 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,956 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,956 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RENTAL INCOME | 532000 | $182,633 | $182,633 |
| OTHER | 900099 | $7,541 | $7,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $190,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,088,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,316,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,956 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,325 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,929 | TotalAmt |
| Management And General | $862,929 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,481,240 | TotalAmt |
| Program Services | $4,820,633 | ProgramServicesAmt |
| Management And General | $548,058 | ManagementAndGeneralAmt |
| Fundraising | $112,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036,982 | TotalAmt |
| Program Services | $825,459 | ProgramServicesAmt |
| Management And General | $195,445 | ManagementAndGeneralAmt |
| Fundraising | $16,078 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,189 | TotalAmt |
| Program Services | $348,631 | ProgramServicesAmt |
| Management And General | $100,952 | ManagementAndGeneralAmt |
| Fundraising | $8,606 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,920 | TotalAmt |
| Management And General | $19,920 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,901 | TotalAmt |
| Program Services | $23,578 | ProgramServicesAmt |
| Management And General | $49,323 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,877 | TotalAmt |
| Program Services | $77,462 | ProgramServicesAmt |
| Management And General | $48,341 | ManagementAndGeneralAmt |
| Fundraising | $6,074 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,212 | TotalAmt |
| Program Services | $14,697 | ProgramServicesAmt |
| Management And General | $23,515 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,514 | TotalAmt |
| Program Services | $195,307 | ProgramServicesAmt |
| Management And General | $43,872 | ManagementAndGeneralAmt |
| Fundraising | $1,335 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,836 | TotalAmt |
| Program Services | $169,180 | ProgramServicesAmt |
| Management And General | $47,656 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,782 | TotalAmt |
| Program Services | $134,612 | ProgramServicesAmt |
| Management And General | $8,110 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,842 | TotalAmt |
| Program Services | $22,842 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,142 | TotalAmt |
| Program Services | $164,347 | ProgramServicesAmt |
| Management And General | $63,795 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,782 | TotalAmt |
| Program Services | $58,510 | ProgramServicesAmt |
| Management And General | $78,272 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM OPERATIONS | $93,561,838 | $93,561,838 | |
| FUEL EXPENSE | $2,244,721 | $2,244,721 | |
| RENTAL ASSISTANCE | $2,095,866 | $2,095,866 | |
| DIRECT CARE CONSULTANTS | $480,529 | $373,990 | $106,539 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,718 | TotalAmt |
| Program Services | $960,470 | ProgramServicesAmt |
| Management And General | $473,801 | ManagementAndGeneralAmt |
| Fundraising | $8,447 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,915,820 | TotalAmt |
| Program Services | $106,092,143 | ProgramServicesAmt |
| Management And General | $2,670,528 | ManagementAndGeneralAmt |
| Fundraising | $153,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,814 | BOYAmt |
| EOY | $1,881,563 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,608,775 | BOYAmt |
| EOY | $240,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,087,053 | BOYAmt |
| EOY | $21,080,072 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415 | BOYAmt |
| EOY | $244,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,354,740 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,728,283 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,123,683 | BOYAmt |
| EOY | $4,626,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,909 | BOYAmt |
| EOY | $536,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,227,649 | BOYAmt |
| EOY | $28,610,243 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,940,119 | BOYAmt |
| EOY | $7,142,842 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,084 | BOYAmt |
| EOY | $482,274 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,644 | BOYAmt |
| EOY | $154,486 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,596 | BOYAmt |
| EOY | $5,099 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,574,443 | BOYAmt |
| EOY | $7,784,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,683,927 | BOYAmt |
| EOY | $19,887,031 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,279 | BOYAmt |
| EOY | $938,511 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,653,206 | BOYAmt |
| EOY | $20,825,542 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,227,649 | BOYAmt |
| EOY | $28,610,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,172,336 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $761,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,389,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,182,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,044,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $744,742 | CurrentTaxYearAmt |
| Total | $5,122,764 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $761,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,389,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,182,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,044,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $744,742 | CurrentTaxYearAmt |
| Total | $5,122,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,122,764 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,325 | CurrentTaxYearAmt |
| Total | $339,323 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,380 | CurrentTaxYearAmt |
| Total | $1,175,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,637,300 | TotalSupportAmt |
| Public Support CY170 | 0.77180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $410,270 | OtherCostOrOtherBasisAmt |
| Book Value | $410,270 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,909,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $884,891 | DepreciationAmt |
| Book Value | $1,024,324 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,903,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,371,850 | DepreciationAmt |
| Book Value | $2,531,241 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $745,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $451,129 | DepreciationAmt |
| Book Value | $293,900 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $387,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,413 | DepreciationAmt |
| Book Value | $366,722 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,626,457 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $5,099 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,099 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $111,237,227 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $56,280 | OtherRevenueAmt |
| Revenue Not Reported | $56,280 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,180,947 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$92,791 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$92,791 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $111,088,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $109,109,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $100,575 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $100,575 | ExpensesNotReportedAmt |
| Expenses Subtotal | $109,008,611 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$92,791 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$92,791 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $108,915,820 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE AGENCY ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AGENCY HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE AGENCY BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE AGENCY'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE AGENCY HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR THE INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX RELATED INTEREST AND PENALTIES IN OPERATING EXPENSES. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE AGENCY'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION FOR FISCAL YEARS 2020 THROUGH 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE PORTION 56,280. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL ASSISTANCE -92,791. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE PORTION 100,575. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL ASSISTANCE -92,791. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLIOTT JACOBSON | ||||||||||||||
| DIRECTOR | $212,853 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,174 | $0 | $214,027 | $0 | $0 | $0 |
| PEGGY HEGARTY-STECK | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $207,871 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,739 | $0 | $209,610 | $0 | $0 | $0 |
| KENNETH KUDYM | ||||||||||||||
| CHIEF FINANCIAL OFFICER/VP OF FINANC | $139,029 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,446 | $0 | $150,475 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | THE UNRELATED BUSINESS INCOME IS RENTAL INCOME EARNED ON PROPERTY THAT IS NOT DEBT FINANCED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE FINANCE COMMITTEE, WHICH REVIEWS BOTH AND PRESENTS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY EMPLOYEE, BOARD MEMBER, AND OFFICER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE DURING THE YEAR, THEY ARE REQUIRED TO NOTIFY THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS APPROVES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, OR CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION OR A DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME TOGETHER COMMUNITY HOUSING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454461663 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME TOGETHER COMMUNITY HOUSING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $389,918 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL COST | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R - GROUP EXEMPTION RELATIONSHIPS | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED SEPTEMBER 30, 2012, ACTION, INC. (THE AGENCY) ESTABLISHED ANOTHER CHARITABLE ORGANIZATION, HOME TOGETHER COMMUNITY HOUSING CORPORATION (HTCHC). THIS AFFILIATED ORGANIZATION WAS ESTABLISHED FOR THE PURPOSE OF HOLDING TITLE FOR A HOUSING PROJECT LOCATED AT MARSH STREET IN GLOUCESTER, MA. DURING FY2012, THE AGENCY PURCHASED THE SITE FOR THE PROJECT FOR $325,000 AND TRANSFERRED THE LAND TO HTCHC. CONSTRUCTION AND OCCUPANCY OF THIS HOUSING PROJECT WAS COMPLETED DURING FY2013. ALSO DURING FY2013, THE AGENCY PAID CONSTRUCTION RELATED COSTS ON BEHALF OF HTCHC. AS OF SEPTEMBER 30, 2023, $389,918 WAS DUE TO THE AGENCY FROM HTCHC. | ExplanationTxt |
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